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

Recent Top Picks

Date Signal Company Expert Opinion Price
2016-02-05 TOP PICK Linamar-Corp
LNR-T
Allan Meyer

Low debt, good interest coverage and has a 7-8 times on a price to earnings basis going forward. Also, has good free cash flow which can be used to increase the dividend, buy back shares or make an acquisition. Dividend yield of 0.76%.

Price:
$52.720
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Metro-Inc--A-
MRU-T
Allan Meyer

Trading around its market multiple on earnings, so is pretty comfortable with it. It also has a low debt level and good interest coverage. For uncertain times, this is a nice stable area where you won’t see a huge amount of fluctuation in their revenue or earnings. 1.36% dividend yield.

Price:
$41.090
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Proctor--and--Gamble
PG-N
Hap (Robert) Sneddon FCSI

This is a way to play the consumer staples sector where you are trying to get the best of the group. Has an upside target of around $97. The risk/reward is pretty good from here.

Price:
$81.200
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Transalta-Renewables
RNW-T
Allan Meyer

The parent company Transalta (TA-T) keeps pushing their stuff down, and doesn’t want to see them get into any trouble. Owns wind farms and some Hydro operations. Payout is high at 90%, but he is not concerned about the dividend. Dividend yield of 8.64%.

Price:
$10.320
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Trans-Canada-Corp
TRP-T
Hap (Robert) Sneddon FCSI

A good place to get back into. It sort of represents a “1st in/last out” philosophy. The downtrend has been broken. They are trying to focus on liquid gases to diversify bases a little. Has a really nice dividend. His target a year from now is around $59.

Price:
$49.400
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Wal-Mart-Stores-Inc.
WMT-N
Hap (Robert) Sneddon FCSI

A good example of a name that has been beaten up, which he thinks has done something really interesting. Thinks this is going to get to $79 from cost savings through 269 stores being shut and them focusing on their express, groceries and pharmacies.

Price:
$67.000
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-02-04 TOP PICK Apple
AAPL-Q
Brian Acker, CA

44% upside.  They missed on their iPhone volumes.  It is not devastating.  His model price is still $138.  He does not think you can get hurt here.  The 2% dividend will probably go higher.

Price:
$96.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2016-02-04 TOP PICK Arc-Resources-Ltd
ARX-T
Michael Sprung

In exploration, development, crude oil, natural gas and natural gas liquids. They are in 5 core areas. One that they are putting a great deal of emphasis on is the Montney area, where they have had great success. Trading at 6 to 8 times price to cash flow. Has a very strong balance sheet and very good participation in their DRIP program. Dividend yield of 6.56%.

Price:
$18.290
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-04 TOP PICK Bank-of-Nova-Scotia
BNS-T
Michael Sprung

For a long time this bank had a premium valuation. With their exposure to South America, which is largely dependent upon mining, that valuation has come off quite a bit. Their main exposure is in Mexico, Chile, Peru and Colombia, and the view is that their GDP growth is likely to be under 3% for the next year or so. However, they are gaining market share there. Efficiency ratio is fairly strong, so it is a profitable region for them. Trading at about 1.4 X Book. Dividend yield of 4.82%.

Price:
$56.860
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-04 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Brian Acker, CA

His model price is double what it is trading at now.  They have a HEP-C drug that cures for $90k per person.  The market is overreacting to congress’s desires with drug prices.

Price:
$86.680
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2016-02-04 TOP PICK General-Motors-Corporation
GM-N
Brian Acker, CA

Model price is 32% below the current price.  GM is spinning off GE capital. Investors get to decide if they want Synchrony or GE.  He thinks the valuation will go up substantially.  3.2% dividend.

Price:
$28.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2016-02-04 TOP PICK Hudbay-Minerals-Inc.
HBM-T
Michael Sprung

(A Top Pick Feb 25/15. Down 70.84%.) The primary concern is what the pressure is going to be on their debt covenants at current copper prices. Given the production they have coming online in the next couple of years, you should see those covenants relax. Should finish this year with about $200 million in cash at least, and they still have fairly large credit facilities. There are also some good assets coming on stream. Dividend yield is 0.65%.

Price:
$3.080
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-03 TOP PICK Brookfield-Property-Partners
BPY.UN-T
Derek Warren

This is his core pick. Their ability to sell Australia, buy US, buy London, sell Canada, etc. and to be able to balance around the global markets is a great tool. Great valuation here. This offers growth that is difficult to find. Dividend yield of 4.92%.

Price:
$28.870
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2016-02-03 TOP PICK Morneau-Shepell-Inc
MSI-T
Norman Levine

Kind of a boring company, which is great in this kind of a market. They are in the human resources consulting and outsourcing business. They’ll monitor a company’s payroll for them as well as healthcare benefits and pension funds. Dividend yield of 5.29%, which he thinks they may raise.

Price:
$14.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-03 TOP PICK Pentair-PLC--Ireland-
PNR-N
Norman Levine

This is big in valves, flow controls, etc. It moves water, but a lot of what it does is oil as well as in pipelines, etc. In the near term that is hurting them, but their other areas are growing nicely. Dividend yield of 2.9%.

Price:
$45.450
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-03 TOP PICK Pure-Multi-Family-REIT-LP
RUF.U-X
Derek Warren

An income play. A Canadian REIT that invests in the US. This gives you the opportunity to get a yield that is US$ earnings. Stock fell off recently because of their Texas portfolio. The reality is that Texas is not affected by oil, Houston is, and they don’t have properties in Houston. Dividend yield of 7.92%.

Price:
$4.800
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2016-02-03 TOP PICK Sun-Life-Financial-Inc
SLF-T
Norman Levine

Its life insurance business is a good quality business. They are going after pension funds to annuitize them. Right now they are getting about 45% of their earnings from MSF, their investment management subsidiary. He likes that business very much as it has good growth and good margins. Their Asian growth is in safer areas such as the Philippines. Dividend yield of 4.06%.

Price:
$38.440
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-03 TOP PICK Tricon-Capital-Group
TCN-T
Derek Warren

This is his value pick. Basically invests in the housing market in the US, but through many different ways. They have a small home building arm, single family rental, development of luxury apartment buildings, seniors’ communities, etc. Have the ability to go across the US and take advantage of different opportunities. Dividend yield of 2.91%.

Price:
$8.360
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2016-02-02 TOP PICK Alaris-Royalty
AD-T
Alex Ruus

Royalties of income streams from non-resource companies. The beauty is that it has the appeal of the royalty type structure, but in a non-resource setting. Has had its biggest pullback in a long, long time. Have about a 75% payout ratio, so the dividend is very, very safe. Trading at 13X this year’s earnings and 10X 2017 earnings with about a 7% free cash flow yield. Dividend yield of 6.8%.

Price:
$23.820
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-02-02 TOP PICK Anthem-Inc
ANTM-N
Alex Ruus

One of the 2 biggest health insurers in the US. A great business that has done really well. Stock has pulled back despite the earnings. The dividend continues to grow. Trading at 11X this year’s earnings and 10X next year’s. This is a Buy Back machine having reduced shares outstanding by 57% in the last 9 years. Dividend yield of 1.97%.

Price:
$127.010
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-02-02 TOP PICK CASH
CASH
Keith Richards

Sell on the rallies and raise cash. Believes we are in an interim bear market.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Yes
2016-02-02 TOP PICK CurrencyShares-Euro-Trust
FXE-N
Keith Richards

This tracks the euro versus the US$. Technically this is basing. He likes to see stuff that has had a fall and is now starting to form a base. That is usually the beginning of what could be a positive move. There is also a little bit of “fundamental” in this play as well. He has taken a half position to start. If the Fed becomes a little more dovish than they implied in late 2015, the US$ might just pull back a little bit. Meanwhile the euro might be a little bit on an upswing. Thinks the euro is an OK place as a safe haven, at least for the short term if this market continues to act erratically.

Price:
$106.790
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Yes
2016-02-02 TOP PICK Microsoft
MSFT-Q
Alex Ruus

One of the world’s largest software companies and now an emerging global leader in Web services. Trading at 17X earnings. $7 a share in cash on the balance sheet. Dividend yield of 2.72%.

Price:
$53.000
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-02-02 TOP PICK iShares-S-and-P-TSX-Global-Gold
XGD-T
Keith Richards

Tracks gold stocks on the TSX. The chart shows a little bit of a base that seems to be happening. He is looking for a possible break out. Producers have been lagging the actual commodity, and he is wondering if there might be some catch up. Doesn’t own this yet but is showing what he is interested in buying and will possibly buy in the next week or so.

Price:
$8.840
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
No
2016-02-01 TOP PICK AGT-Food--and--Ingredients
AGT-T
Brendan Caldwell

Beans.  Formerly alliance grain traders.  He has liked food for some time.  There is a surging worldwide demand for beans as an alternative to meat.  We are the leaders in distributing and manufacturing beans through AGT-T.  Turkish and Indian crops have not been good this year.  It has a fair amount of momentum here.  The low Canadian dollar benefits them.

Price:
$35.340
Subject:
CANADIAN VALUE
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2016-02-01 TOP PICK Clearwater-Seafoods-Inc.-
CLR-T
Brendan Caldwell

It already has so many quotas that have been put in place.  They just acquired a Scottish player that is distributing to Europeans.  The low Canadian dollar benefits them.

Price:
$11.570
Subject:
CANADIAN VALUE
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2016-02-01 TOP PICK Canadian-National-R.R.
CNR-T
Hank Cunningham

2.8% bond maturing Sept 22/25 at $102. He is all for quality these days and this is a solid single A credit that has zero problems on the credit side. There are very few of these kinds of bonds in Canada.

Price:
$74.450
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2016-02-01 TOP PICK Transalta-Corp
TA-T
Hank Cunningham

6.4% bond maturing Nov 18/19 at $96. The yield to maturity is 7.63%, which is still an investment grade bond. It was rated as a BBB minus, but Moody’s downgraded it to one notch below investment grade late last year, and their bonds have fallen by about 15 points. They have 2 bonds maturing between now and 2019. Their forecasts are for about $1 billion in EBITDA in the next 2 years.

Price:
$4.910
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2016-02-01 TOP PICK Uni-Select-Inc
UNS-T
Brendan Caldwell

A big distributor of automotive paint.  The opportunity in auto is in keeping the cars on the road. 

Price:
$61.750
Subject:
CANADIAN VALUE
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2016-02-01 TOP PICK iShares-US-High-Yield-Bond-Index-ETF
XHY-T
Hank Cunningham

(A Top Pick Feb 11/15. Down 10.5%.) This has been one of the worst years ever for the high-yield market. He has been in and out of this twice since his recommendation. This is nothing, but US high-yield bonds, and hedged back to the Cdn$. Well diversified both by maturity and credit. The yield to maturity is slightly under 9%.

Price:
$18.000
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2016-01-29 TOP PICK BCE-Inc.
BCE-T
David Cockfield

Has been one of our better performing stocks over the last couple of years, and has performed well in this kind of environment. They are fast on their feet and are spreading out into TV, sports, etc. They like increasing their dividend. Dividend yield of 4.6%.

Price:
$56.430
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-29 TOP PICK CASH
CASH
Kash Pashootan

He was at 25% cash in the 1st week of January, and is still sitting at that. Although there are days where the market rallies 1.5%-2%, he wouldn’t cheer too early. Thinks the volatility is going to continue. Cash on the sidelines gives you an opportunity to step in and buy.

Price:
$0.010
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2016-01-29 TOP PICK Constellation-Software-Inc.
CSU-T
Kash Pashootan

The challenge is that the stock just keeps going up and it is very difficult to find an entry point. It is now down about 15% since January, and is at an entry point that many have waited for. Their core business is niche acquisition strategy, so they are acquiring small software companies. The average acquisition size is about $3 million, and they are focusing on a space that the bigger players are not interested in.

Price:
$510.000
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2016-01-29 TOP PICK McDonalds
MCD-N
Kash Pashootan

There was a lot of cash on the sidelines last year, as investors weren’t convinced the company could turn things around. But after the results we have seen recently, that conviction has started to diffuse into the market. Thinks there is going to be a new round of capital coming in from new investors who feel better about the story. They are still early in this turnaround. There is probably 10%-15% upside at the most, and then you want to get out. Dividend yield of about 3%.

Price:
$123.780
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2016-01-29 TOP PICK Toronto-Dominion
TD-T
David Cockfield

Banks have been under pressure because of Short selling in the US. We had a reasonable recovery in the latter part of 2015, and then it sold off again. Somehow US Shorts got the idea that our banks have lent a whole lot of money to the oil patch and are going to lose on a whole bunch of loans. This bank has less than 1% of its loans in the energy sector. This bank has a huge US operation. Dividend yield of 3.87%.

Price:
$53.150
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-29 TOP PICK BMO-Low-Volatility-US-Equity-ETF
ZLU-T
David Cockfield

(A Top Pick Feb 18/15. Up 16.79%.) Has a lot of US retail, consumer durables, healthcare, etc. A domestically oriented low beta ETF. A part of the US economy that will do reasonably well and not be affected by the high US$.

Price:
$29.190
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-28 TOP PICK Brookfield-Infrastucture-Partners
BIP.UN-T
Barry Schwartz

(His top picks are dividend growers.) One of the publicly traded spinoffs of Brookfield Asset Management (BAM.A-T). This is a good way for retail investors to get exposure to infrastructure assets. Dividend yield of 5.73%.

Price:
$49.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 TOP PICK Brick-Brewing-Company-Ltd.
BRB-T
Colin Stewart

What could be more non-economically sensitive than beer? They just built a new facility that gives them a lot more capacity.  Overnight the shelf space for small brewers will go from 7% to 20% in The Beer Store.  Grocery stores in Ontario are starting to sell beer and are choosing craft beer over regular beer. 2.7% dividend, good management team.  There will be a lot of consolidation in the industry in the future.

Price:
$1.940
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 TOP PICK Cineplex-Inc
CGX-T
Barry Schwartz

(His top picks are dividend growers.) 2015 was the best year of box office that we have ever seen. These are wonderful operators. They generate a lot of free cash flow that they use to improve their theatres. They are now getting into gaming. There is even the potential for a US company to take a look at this, to get exposure to Canada. Thinks you will see a dividend increase in 2016. Dividend yield of 3.25%.

Price:
$47.960
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
Colin Stewart

Financials in the US are very out of favour. 3.5% dividend and it trades below book value.  Hold it for the long term.

Price:
$57.280
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 TOP PICK Pollard-Banknote-Ltd
PBL-T
Colin Stewart

Scratch lottery tickets.  One of the top three manufacturers in the world.  It is an oligopoly.  Barriers to entry are very high because of security concerns. 

Price:
$7.450
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 TOP PICK Telus-Corp
T-T
Barry Schwartz

(His top picks are dividend growers.) When a company raises its dividend, it is signalling to investors that it thinks the year ahead is going to be good. This one has been a wonderful dividend grower with many, many years of dividend growth. 2 dividend increases last year added up to about 10%. The stock has been hurt by the sentiment of its exposure to the energy intensive provinces. Dividend yield of 4.56%.

Price:
$38.610
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-27 TOP PICK Apple
AAPL-Q
Don Lato

The valuation is just too low to pass up at this level.  They will most likely increase their dividend in April.  They are still gaining market share.  His biggest concern would be a lack of pick up in China.

Price:
$93.420
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-01-27 TOP PICK Aecon-Group-Inc
ARE-T
Don Lato

They are doing the Eglinton subway.  They have been around since the last 1800s.  Reasonable valuation at 12 times next year’s earnings.  They are off their highs because of western exposure, but little of that exposure is to the energy sector. 

Price:
$13.630
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-01-27 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
Cameron Hurst

Feb 1 is earnings date.  It is the first time we get enhanced disclosure.  When companies enhance their disclosure, there is a bit of a coming clean and it possibly costs more than people think, but then there is the core business coming clean.  You end up seeing a better trajectory for earnings growth.  Near term there is some room for an uplift. 

Price:
$717.580
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2016-01-27 TOP PICK Parex-Resources-Inc.
PXT-T
Don Lato

It was up 34% last year.  He thinks it is time to nibble away at energy stocks again.  A year from now you have to look at companies that are still going to be there.  They operate in Columbia, no exposure to Alberta and royalty concerns.  4.5 times next year’s cash flow and no debt. 

Price:
$9.230
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-01-27 TOP PICK Simon-Property-Group-Inc.
SPG-N
Cameron Hurst

Best in class operator, assets and balance sheet.  Quickly escalating rates could be a negative.  They are internationally diversified.  Good ‘A’ properties all round.  They have the best leading numbers of anyone.  They are in the top markets.  They are the best in the business.

Price:
$186.040
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2016-01-27 TOP PICK TJX-Companies
TJX-N
Cameron Hurst

A defensive business model.  They have solid growth and he likes this in this environment.

Price:
$69.190
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2016-01-26 TOP PICK Barrick-Gold
ABX-T
Ross Healy

Cheap at about 1.5X Book. Thinks it will do very, very well in an era of rising bullion. Bullion has only moved a little bit, and this stock has moved from $8 to nearly $13. You want a big company with leverage.

Price:
$13.400
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-01-26 TOP PICK Amazon.com
AMZN-Q
Mike S. Newton, CIM FCSI

This continues to be a category killer. They account for 20% of all US online sales. Reporting on Thursday, so it is going to be interesting to see what happens. We are currently in the middle of an 18% drop. Had a strong year last year being up 140%. They are doing everything right.

Price:
$601.250
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-01-26 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Mike S. Newton, CIM FCSI

90% of this company’s revenue is from outside of Canada. 60% US and 30% Europe. A low volatile name. They are going to continue to be a consolidator in this space. They are doing more and more manoeuvres in Europe. Dividend yield of 0.43%.

Price:
$62.130
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-01-26 TOP PICK Enbridge-Income-Fund-Holdings
ENF-T
Ross Healy

Cheap at around 1X BV. Thinks the correction in pipelines is pretty much over. Dividend yield of 6.8%.

Price:
$27.840
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2016-01-26 TOP PICK Newell-Rubbermaid-Inc.
NWL-N
Mike S. Newton, CIM FCSI

Going to be acquiring Jarden (JAH-N) and the stock is down about 20% on concerns of funding and other issues. However, the company is expected to have about $500 million in synergies and expected to close some well-known brands. One of those low volatile names that he loves. Dividend yield of 1.99%.

Price:
$38.180
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-01-26 TOP PICK Telus-Corp
T-T
Ross Healy

The cheapest of the big 3. It recently set back to excellent support at about 2.5X Book. For this stock, that is quite cheap. Has nice upside potential and a 4.7% dividend yield.

Price:
$37.640
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-01-25 TOP PICK Agnico-Eagle-Mines
AEM-T
Bill Carrigan

It is one of the better gold stocks.  It is a fantastic strong performer compared to XGD-T.

Price:
$39.780
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
No
2016-01-25 TOP PICK CAE-Inc
CAE-T
Bill Carrigan

(Top Pick Dec 21/15, Down 4%) He has been waiting for it to break out.  Military spending might be going up.  It is outperforming.  It was not damaged during the selloff.  We wants to see it take out the highs.

Price:
$14.840
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2016-01-25 TOP PICK CASH
CASH
John Stephenson

You have to be a little more defensive in these markets. It is very uncertain out there. We are seeing wacky markets that really defy a good explanation of what is happening. He is holding 45%-50% currently.

Price:
$0.010
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2016-01-25 TOP PICK GoPro-Inc
GPRO-Q
John Stephenson

*SHORT* A company with a very fanciful idea of holding cameras on your helmet, etc. while you are skiing. Had a ridiculously high valuation. The valuation has come in line, but they are not profitable. The channel checks are coming back incredibly negative. There is a huge amount of inventory and there is pricing pressure. Could see this going down another $4-$5.

Price:
$10.590
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2016-01-25 TOP PICK Slate-Retail-REIT
SRT.UN-T
John Stephenson

A Canadian REIT, but all US properties. Grocery anchored stores and in smaller communities, more of 2nd tier cities with populations of about 1 million people. There is really no other competition and they are getting these at very attractive cap rates. Dividend yield of 10.79%.

Price:
$14.190
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2016-01-25 TOP PICK BMO-Equal-Weight-Utilities-Index-ETF
ZUT-T
Bill Carrigan

It is equal weight so you get a little more torque.  It boosts the income portion of your portfolio.  The relative performance has been pretty good.  About 5% yield.  We have support here.

Price:
$14.120
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
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