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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-08-20 TOP PICK CASH
CASH
Keith Richards

(A Top Pick July 17/13.) The Volatility Index VIX is getting a little low, which tends to indicate complacency which tends to indicate that maybe the market could be due for a very small correction in the next week or 2.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2014-08-20 TOP PICK Enerplus-Corp
ERF-T
Keith Richards

The long-term chart shows a strong upward trend from early 2013. Now consolidating. Thinks the stock can get to $30. Also pays a pretty nice dividend of 4.5%.

Price:
$24.130
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2014-08-20 TOP PICK Unilever-PLC
UL-N
Keith Richards

Chart shows a consolidation from April to August, followed by a breakout at around $43. 1st resistance would be $46. From there he will watch it carefully and if it keeps going, will continue to own it.

Price:
$43.850
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2014-08-19 TOP PICK Cineplex-Inc
CGX-T
Christine Poole

They outperformed the box office.  It was not so great the first couple of quarters.  They are good operators and continue to increase the concession spend per customer.  Thinks the films slated for the balance of the year look encouraging.  3.7% yield.

Price:
$40.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-08-19 TOP PICK United-Technologies
UTX-N
Christine Poole

They are dominant in 4 or 5 of their businesses.  Excellent management team.  Good execution.  They are participating in two megatrends.  Urbanization of emerging markets.  In the US we are seeing a pickup in commercial construction that usually follows the residential pickup.  Pays a good dividend and increases it every year.

Price:
$108.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-08-19 TOP PICK Visa-Inc.
V-N
Christine Poole

Hit hard during the Ukraine/Russia crisis.  Now it is in the market that Russia will develop their own network.  Visa is a play on the move to a cashless society.  37% of payments are still cash in the developed world.  In the developing countries it is 57% so there is a lot more room for non-cash payments to increase.  Visa is the largest and has the lowest cost infrastructure and competes most effectively.

Price:
$215.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-08-18 TOP PICK Hirano-Tecseed
6245-JP
Lorne Steinberg

This is one of those Japanese gems that is actually trading for its cash. They have no debt. You are getting a profitable dividend paying company for free. They are in a great engineering machinery niche, coating laminating equipment. They are one of the best players in the world in this business. 3% dividend.

Price:
$0.000
Subject:
DIVIDEND STOCKS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-18 TOP PICK CitiGroup
C-N
John Stephenson

(Top Pick Aug 19/13, Up 0.24%) Ultimately they will re-apply their capital plan to the Fed and it will bring more money to the shareholders.  Over the next year it can generate $6.50 to $7 a share.  It is very profitable with 50% of earnings coming from emerging markets.  We are just waiting for this capital return story to emerge.

Price:
$49.510
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
SELECTIVE
Owned:
Yes
2014-08-18 TOP PICK General-Motors-Corporation
GM-N
John Stephenson

Tremendously attractive, low valuation and opportunity to move toward more global manufacturing.  Headwind is the recalls.  They have to move toward more of a quality mandate.  Great sales in China.  If it drops due to recalls, then it would be an even better buying opportunity.  It just happens to be GM’s turn to have this issue.

Price:
$34.400
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
SELECTIVE
Owned:
Yes
2014-08-18 TOP PICK J.C.-Penney
JCP-N
John Stephenson

SHORT.  Not making money.  Hemorrhaging cash.  Most people going there were for the coupons and the discounts.  Start covering when you get to $7.

Price:
$9.870
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
SELECTIVE
Owned:
Yes
2014-08-18 TOP PICK Koninklijke-Philips-Electronics
PHG-N
Lorne Steinberg

A global leader in LED lighting, which is a huge growth area for this company. Also, a leader in healthcare equipment such as diagnostics, ECG, etc. They are going through the latter stages of a long restructuring. Earnings are poised to grow by about 20% next year and double digit growth for the next few years. Extremely well-positioned in their businesses. Strong dividend yield of 3.59% even after not a great time. He sees earnings going from the $2 a share level, to $3.50-$4 a share over the next 5 years.

Price:
$30.290
Subject:
DIVIDEND STOCKS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-18 TOP PICK Total-SA
TOT-N
Lorne Steinberg

He sees double-digit return for the stock, annualized over the next 5 years. This company is extremely well-positioned. Already paying a healthy 5.16% dividend and he sees significant dividend growth along with share buybacks. They are coming to the end of a large capital expenditure cycle, at which point we are going to start seeing expenditures drop and free cash flow rising. A cheap stock.

Price:
$63.990
Subject:
DIVIDEND STOCKS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-15 TOP PICK Apple
AAPL-Q
Brian Acker, CA

The 7 for 1 stock split was surprising, and actually increases his FMV of his model price. Currently at $97.50 and his model price is $112.75, a 15%-16% upside. Sept 9 is the new product rollout of the iPhone 6 and maybe the iwatch. Yield of 1.93%.

Price:
$97.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-08-15 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
David Cockfield

This hasn’t been doing much for a while and he has been watching it. He likes the Brookfield group. This is a growth stock. Yield is relatively small. Likes what they are doing and their international exposure. Has many facets to it including agricultural, timber land, etc. This is a way to get international exposure in a company that really knows its way around the world. Start off with a small percent and then add into it cautiously.

Price:
$51.730
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-08-15 TOP PICK Chevron-Texaco
CVX-N
Brian Acker, CA

International oils are being way overlooked in terms of value. His model price is $168.71, a 33% upside. Yield of 3.4%.

Price:
$126.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-08-15 TOP PICK Pfizer-Inc
PFE-N
Brian Acker, CA

The CEO obviously confused everybody by going after AstraZeneca. Because of this, there is no more of a premium towards an upside to his model price. Closed at $28.73 and his model price is $35.03, a 22% upside. 3.6% dividend yield. Overall, healthcare stocks have been doing quite well, especially drug stocks. Take advantage of this pullback.

Price:
$28.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-08-15 TOP PICK iShares-Cdn-Univer.-Maple-ETF
XSH-T
David Cockfield

It doesn’t have a huge range of trading. Yield is okay at about 3%. Short-term pays you less than 1% on an after-tax basis, so this is not a bad place to park your money.

Price:
$19.940
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-08-15 TOP PICK BMO-Low-Volatility-Cdn-Eqty-ETF
ZLB-T
David Cockfield

(A Top Pick Aug 12/13. Up 20.82%.) This is made up of low volatility stocks and the portfolio is readjusted on a regular basis. It seems that when this starts to sell off, buyers come in, which is why it is low volatility. These are stocks where there is always somebody waiting to buy them if they start to sell off.

Price:
$22.860
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-08-14 TOP PICK TD-Ameritrade-Holding
AMTD-N
Patrick Horan

(Top Pick Oct 1/13, Up 25.66%) They are a play on the equity market in general.  He got out and got back in in June.  He still likes it.  There has been a nice consolidation this year and it will benefit from a re-invigorated equity market.

Price:
$32.260
Subject:
NORTH AMERICAN
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-08-14 TOP PICK Barclays-Bank-PLC
BCS-N
Paul Harris, CFA

Trades at about 0.6X Book and will be trading at about 7 or 8 times next year’s earnings. In their last earnings, their personal and commercial business was up a fair bit. They bought Lehman Brothers and took a lot of the fixed income business and put it into what they call a “bad bank” and are slowly disposing of it. They are really going back to their traditional retail business. They’re going to keep the investment bank, but are going to be a much more smaller bank giving a better return on equity.

Price:
$14.680
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-08-14 TOP PICK Cineplex-Inc
CGX-T
Patrick Horan

SHORT.  It is a short trade.  They have done a fantastic job revamping the company and it is a fantastic company but attendance for movie goers is dropping.  He fails to see their numbers going a lot higher at Christmas time.  People don’t go to see movies in good times, as much as recessions.

Price:
$40.620
Subject:
NORTH AMERICAN
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-08-14 TOP PICK Deere--and--Co.
DE-N
Paul Harris, CFA

The agricultural business was weak because crop prices were down. He likes their construction/forestry business which he felt was under performing, but had actually outperformed in the quarter. You are not paying a lot for this. It may go a little bit lower from here, but he would be a buyer. Trading at about 11X earnings and pays a 2.83% dividend. Remember that the crop business is cyclical and if it turns around you will see an uptick in their product. Have reduced the number of people who sell their product, which has helped.

Price:
$84.890
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-08-14 TOP PICK Target-Corp
TGT-N
Paul Harris, CFA

There have been a lot of problems. Have a new CEO. Thinks they are trying to sort out their problems. Good dividend yield of 3.54%. A great brand name. Trading at about 14X earnings. At these levels you will do well over the long term. A lot of the bad things have already been priced into the stock.

Price:
$58.740
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-08-14 TOP PICK Thomson-Reuters-Corp
TRI-T
Patrick Horan

A serial underperformer of the last 5 years.  4% dividend and they generate a lot of free cash flow.  The story is their new Icon platform.  It will be a master platform for all other platforms allowing them to get out of a lot of legacy costs.  Their service is cheaper than Bloomberg.  They are selling a lot of the systems.

Price:
$41.430
Subject:
NORTH AMERICAN
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-08-13 TOP PICK Boeing
BA-N
Mike S. Newton, CIM FCSI

(A Top Pick Aug 26/13. Up 18.05%.) If you think things are going to get difficult, you have to own this in a portfolio. Thinks of this as a core holding that you just want to own forever. When you get buying opportunities like this, you have to take advantage of it. Yield of 2.39%.

Price:
$121.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-13 TOP PICK Catamaran-Corp
CCT-T
John Wilson

Stock Price came back quite a bit this year. He has been Buying Puts to take premium out on it, so that if it went lower he could buy some more. Thinks this name has gone through the worst of it. The selling season they are going through right now is actually going quite well for them. Thinks they can use M&A to buy in smaller shops, which they have done historically in a very accretive fashion. Great cash flow.

Price:
$49.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-08-13 TOP PICK Element-Financial
EFN-T
John Wilson

Trinity Industries (TRN-N) had been leasing railcars, which tied up a lot of capital, but was ultimately a business they didn’t really want to be in, so they have been selling that part of their business in tranches to Element Financial, a growing asset-backed lender that has really done a great job of expanding into the railcar business. Have now made a transaction for the auto fleet business. Reported this morning and loan originations were a little bit light, but generally on track.

Price:
$14.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-08-13 TOP PICK FedEx
FDX-N
Mike S. Newton, CIM FCSI

This is one of those great brands. Investors are warming up to logistics. They were the 4th largest airline and very levered into international freight shipments. That fell off precipitously in 2008. Coming out the other side, we are starting to see their ability to step dance their way through that difficulty. They have retooled and have less planes than they have ever had. The company is really lean and mean. Feels the real surprise is going to be a re-engagement on the high end of Chinese and Asian consumers.

Price:
$149.350
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-13 TOP PICK Trinity-Industries
TRN-N
John Wilson

One of the largest makers of railcars in the US. Traditionally a fairly cyclical business. His view is that the industry has really changed for a couple of reasons. There are so many more uses for rail. We now have oil and fracing sand. All of this has been extending the life of the cycle and he thinks they are going to run higher and higher earnings. With the money they are generating and the cash flow yield, they have been diversifying, such as tanks for LNG. Still trading at 7-10 times earnings and would be going to more of a 12-15 times. Yield of 0.91%.

Price:
$43.730
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-08-13 TOP PICK WesternOne-Inc
WEQ-T
Mike S. Newton, CIM FCSI

The name has been a little bit quiet in the last couple of months. This is still a compelling yield play, north of 7%, which is very sustainable. Massive spending in the West is still forecast and this will be in the epicentre of that. It is a very small nimble company that is under the radar that not many people are aware of. The real catalyst is the new CEO, Peter Blake, who will be installed Sept 1st.

Price:
$7.830
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-12 TOP PICK Brookfield-Office-Properties-Ltd
BOX.UN-T
Andy Nasr

Thinks this will eventually get acquired by Brookfield Property Partners (BPY.UN-T). Trades at a material discount to NAV of about 20%. Yield of 4.52%.

Price:
$27.400
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-12 TOP PICK Eldorado-Gold
ELD-T
Bill Carrigan

This had a very high Short position and gold stocks were out of favour. Chart shows this had a massive underperform from 2012 into 2013, and then it started to change and the gap started to close. Started to relative outperform in early 2014. He likes the gold space.

Price:
$9.270
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on MATERIALS
Owned:
Yes
2014-08-12 TOP PICK Enbridge
ENB-T
Andy Nasr

He is starting to pick away at this, even at these levels, as they have a tremendous amount of growth CapX ahead of them, over $40 billion, which will enable them to increase their dividend and earnings by double-digit rates through to 2017. A very good, sleepy dividend payer. Thinks they will start more meaningfully to drop assets down into its MLP, which should surface some value and that will create long-term growth potential.

Price:
$53.550
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-12 TOP PICK Hudbay-Minerals-Inc.
HBM-T
Bill Carrigan

This has satisfied some of his requirements. 1) A highly shorted stock (Shorts have been covering lately) and 2) the Relative versus the Broader TSX was improving. The three-year chart shows the declining strength during 2012-2013. Now it is moving up and the gap is getting narrower because the Relative is improving. A perfect scenario this late in the Bull.

Price:
$11.170
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on MATERIALS
Owned:
No
2014-08-12 TOP PICK Walgreen-Co
WAG-N
Andy Nasr

They were going to complete the acquisition of Alliance Boots in Europe. Part of the rationale for that acquisition was that it would lower their overall tax rate. That didn’t happen and the stock sold off. Thinks the sell off gives a good buying opportunity. There is a really good growth profile ahead of them. You can expect 4%-5% organic growth in addition to a pretty decent dividend. A good way to play a recovery in Europe without having direct European exposure. He likes some of the US drugstore stocks in that it is also a riff on the Affordable Care Act, which requires more people to get insurance. When you have insurance, your prescriptions per capital are about twice as high as when you don’t have insurance. Yield of 2.17%.

Price:
$62.160
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-12 TOP PICK Western-Forest-Products-Inc.
WEF-T
Bill Carrigan

This had a pretty big Short position and the sector was out of favour. Chart shows this just had quite a breakout and it is off and running.

Price:
$2.420
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on MATERIALS
Owned:
Yes
2014-08-11 TOP PICK Boeing
BA-N
Michael Bowman

The airline industry has changed.  These companies are always trying to improve.  There is a lot of interest in their wide bodied jet.  They have a huge backlog.

Price:
$120.800
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2014-08-11 TOP PICK Chicago-Bridge--and--Iron-Co.
CBI-N
Michael Bowman

125 years old.  Big time engineering and construction infrastructure company.  Lots of government business from around the world.  They do the fabrication and erection with big projects.  They are now getting into LNG plants.  3.2% yield.

Price:
$60.500
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2014-08-11 TOP PICK Element-Financial
EFN-T
John O'Connell, CFA

Just recently bought PHH Arval in the US, and he thinks there are huge, huge synergies. If you want to own a financial without exposure to Canadian housing, but exposure to the US housing market, this is where you want to be. In 2015, it is going to have cash earnings of around $1.25, assuming no further acquisitions. Trading at a market multiple for financials, but is growing much, much faster. Thinks that in 2016 they’ll want to issue a dividend. Feels that a midsize regional bank will eventually acquire this company.

Price:
$13.590
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-11 TOP PICK Kelt-Exploration
KEL-T
John O'Connell, CFA

Very strong management team. Reporting earnings tomorrow and will probably be 11,000 BOE’s a day exit rate for the 2nd quarter. A year from now, they should exit at about 18,500 BOE’s a day and that’s with only 60% success of their drilling program, which is really conservative. Very conservative management team and they own big positions in the company. Debt-free. Have great lands.

Price:
$12.570
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-11 TOP PICK Michael-Kors-Holdings
KORS-N
Michael Bowman

Outperformed in last earnings release.  87% of revenue is accessories.  74 different countries.  They have wholesale activity as well as retail. 

Price:
$79.990
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2014-08-11 TOP PICK McDonalds
MCD-N
John O'Connell, CFA

This has backed down into his Buy range. Using 3.5%. Trading at 16X earnings. They will fix their food problems in China. Very strong management team.

Price:
$93.530
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-08 TOP PICK Qualcomm
QCOM-Q
Rick Stuchberry

Earnings were really quite good, but the China news knocked it off. The stock really pulled back, so he added at these prices. This is one of those stocks that has got the growth, the technology, in the right place and you can’t run the devices without the chips. Dividend yield of 2.3%.

Price:
$73.880
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
Yes
2014-08-08 TOP PICK Sociedad-Quimica-Y-Minera
SQM-N
Jaime Carrasco

Fertilizer company in Chile. He wants this in order to diversify out of the North American economy. Well run company. Has been lagging for quite a while and this is a good entry point. Yield of 0.96%.

Price:
$27.760
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
2014-08-08 TOP PICK Teck-Resources-Ltd.--B-
TCK.B-T
Rick Stuchberry

The last blue-chip, big Canadian mine and it will participate. The negative part is that it has the coal, but on the positive side, it has the zinc and some of the other products. Thinks it will be carried along on the China craze at the end of the year. A number of these big mining companies are going to do well because China is going to show better and better numbers as we get closer to the year end. Dividend yield of 2.12%.

Price:
$25.660
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
Yes
2014-08-08 TOP PICK Tim-Hortons
THI-T
Jaime Carrasco

Has a negative correlation to any possible economic activity. If we do go through another 2008, which he feels we eventually will, this is a good place to be sitting on to generate some cash flow. They are negatively correlated to bad economic environment. Well-run company. Yield of 1.87%.

Price:
$68.400
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
2014-08-08 TOP PICK Yamana-Gold-Inc.
YRI-T
Jaime Carrasco

Likes this because it is a laggard. This gives him a holding in Agnico Eagle (AEM-T), Osisko as well as this.

Price:
$9.470
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-08-08 TOP PICK Yum--Brands
YUM-N
Rick Stuchberry

This company and others were all using the same supplier, who has been taken out of the chain. This is a real growth stock and a quality run company. Expanding hugely in India. Dividend yield of 2.12%.

Price:
$69.970
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
Yes
2014-08-07 TOP PICK AltiusMinerals-Corp
ALS-T
Rick Rule

This is the unknown royalty company. They bought the royalty package from Sherrit, that was the old CP royalty package. He knows those assets extremely well. Feels this is the best collection of brainpower, cash and royalty cash flow relative to market cap available on the planet.

Price:
$14.250
Subject:
PRECIOUS METALS
Bias:
BULLISH on GOLD
Owned:
Yes
2014-08-07 TOP PICK Dundee-Corp.--A-
DC.A-T
Rick Rule

This is a competitor of his. The recovery that he sees in resource markets will definitely benefit people like himself and this company. They have a great balance sheet and a great team. Sold their mutual fund business a few years ago to a bank, and they are now allowed to come back into that business and compete. They are ferocious competitors.

Price:
$18.250
Subject:
PRECIOUS METALS
Bias:
BULLISH on GOLD
Owned:
Yes
2014-08-07 TOP PICK Delphi-Energy-Corp.
DEE-T
Rick Rule

These people are real, real implementers. They have a lot of room to go. The Canadian energy business got a little ahead of itself. The softness we have seen in the last month has allowed him to re-enter some of his favourite names. Visibility with regards to production growth is extraordinary. They have a lot of approved undeveloped locations.

Price:
$3.860
Subject:
PRECIOUS METALS
Bias:
BULLISH on GOLD
Owned:
Yes
2014-08-07 TOP PICK Freehold-Royalties
FRU-T
Jerome Hass

Long FRU-T and Short PSK-T.  Thinks PSK is overvalued.  Likes both businesses.  They are efficient, just collecting a royalty.  When FRU gets closer to PSK in terms of PE, cover the short.

Price:
$25.270
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2014-08-07 TOP PICK Just-Energy-Group
JE-T
Jerome Hass

Short.  Just came out with Q2 earnings.  It reinforced his thesis on the stock.  They are in the process of repairing the balance sheet and sold the most stable part of their business.  Cut their dividend 40% in the last 18 months.  8.5% yield and 112% payout ratio even after the cut.

Price:
$5.940
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2014-08-07 TOP PICK Shawcor-Ltd.--A-
SCL-T
Jerome Hass

Great long term hold.  Indirect play on pipelines.  Doesn’t know who builds the next one, but SCL will be in the middle of it.  At the end of the day, someone will take this one out.  Stock came down this year because it had such a great year last year. 

Price:
$53.650
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2014-08-06 TOP PICK Altagas-Ltd
ALA-T
Michael Decter

(A Top Pick Dec 20/13. Up 22.5%.) Just loves what they are doing. Extraordinarily well positioned for LNG. They are the only people with a gas pipe line and prospects of an early LNG facility. Have done some acquisitions. Can see at least $53 in 12 months.

Price:
$48.600
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-06 TOP PICK Cineplex-Inc
CGX-T
Michael Decter

Had a soft quarter because there were no blockbusters. Off the back of the quarter, Guardians of the Galaxy blew out the August record for a weekend by almost 50%. Has one of his favourite CEO`s and is extracting more dollar per seat every year. Looking at 2015-2016, there are some familiar names coming such as Star Wars, the Avengers, Fast and Furious, etc.  Yield of 3.82%.

Price:
$39.790
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-06 TOP PICK Walt-Disney
DIS-N
Michael Decter

They have only begun to scratch the surface of their Marvel holdings. There are over 2,000 characters. They are blending the Marvel comic book with the youth audience. Thinks this company has a huge run ahead of it. Dividend yield of 0.99%.

Price:
$86.590
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-06 TOP PICK Easyhome
EH-T
Michael Smedley

It absolutely has got a model in place of dealing with the non-top level bank financing, which the major banks don’t do. They have this platform working for them in a very interesting way, and the revenues are exceeding that of the old rental financing business. Yield of 1.43%.

Price:
$23.800
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-06 TOP PICK Gear-Energy
GXE-T
Michael Smedley

Heavy oil focused producer. This is about an 8000 to 10,000 (?????). (Really didn’t say much on this. Bill.)

Price:
$5.420
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-06 TOP PICK Mitel-Networks
MITL-Q
Michael Smedley

Still in a kind of a PBX, more sophisticated business. They are now world leaders, and they have merged Astrol into themselves, a similar kind and very compatible company.

Price:
$10.440
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 60 of 19,846 entries
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