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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-09-01 TOP PICK Bank-of-Nova-Scotia
BNS-T
Michael Sprung

For all Canadian banks, the diversity of their businesses has balanced them out within the current environment. This one is no different, except that it has more international exposure, and their Canadian operations have more than made up for the weakness. Have one of the strongest capital bases in the banking industry. You are getting a little more ROE for a little bit less money. Dividend yield of 4.70%.

Price:
$58.220
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-09-01 TOP PICK Boyd-Group-Income-Fund
BYD.UN-T
Veronika Hirsch

Collision repair. 90% of their business is in the US. They are launching an efficiency drive. Margins are below the industry margins, so if you believe they can get their margins to an industry norm, then you are certainly looking at a decent earnings growth over the next couple of years. (She is avoiding owning Canadian stocks going into the election, just in case the Cdn$ gets hit one more time.) Dividend yield of 0.77%.

Price:
$64.290
Subject:
CANADIAN & ALTERNATIVE
Bias:
UNKNOWN
Owned:
Yes
2015-09-01 TOP PICK CCL-Industries--B-
CCL.B-T
Veronika Hirsch

(A Top Pick Aug 20/14. Up 52.17%.) This reports in Cdn$, so the US and European businesses are huge beneficiaries. They are growing their top line and are continuing to make tuck in acquisitions, and there are lots of acquisitions they can still make. This fits into the theme of a quality company that continues to do well. (She is avoiding owning Canadian stocks going into the election, just in case the Cdn$ gets hit one more time.) Dividend yield of 0.85%.

Price:
$176.200
Subject:
CANADIAN & ALTERNATIVE
Bias:
UNKNOWN
Owned:
Yes
2015-09-01 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Michael Sprung

Considers this to be one of the better run production/exploration companies in Canada. Sees them doing more and more with the turnaround at their Horizon facility. At these prices, this is going to be a very, very good buy for the long-term. Dividend yield of 3.25%.

Price:
$28.390
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-09-01 TOP PICK Hudbay-Minerals-Inc.
HBM-T
Michael Sprung

Constancia is coming on more and more as the year progresses. Their recoveries in the latest quarter were well over 60%, as opposed to under 40% in the last quarter. Sees them making improvements in their Canadian mines at 777, Reed and Lalor. This is not only going to be a survivor, but is going to prosper as the cycle improves. Dividend yield of 0.31%.

Price:
$6.260
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-09-01 TOP PICK Manulife-Financial
MFC-T
Veronika Hirsch

Canadian and Asian operations are about the same and their largest operation is in the US. Considering how weak and volatile the market has been, she is really not sure whether Yellen in the US will raise rates or not. At some point we will see higher rates in the US. (She is avoiding owning Canadian stocks going into the election, just in case the Cdn$ gets hit one more time.) Dividend yield of 3.34%.

Price:
$20.330
Subject:
CANADIAN & ALTERNATIVE
Bias:
UNKNOWN
Owned:
Yes
2015-08-31 TOP PICK Alibaba-Group-Holding
BABA-N
Rick Stuchberry

The numbers are coming in the way he had hoped. He is buying this as a five-year project. They are strategic in what is going to happen in China, and he thinks China is going to be good, not bad. As you convert into a consumer driven economy, as the Chinese are doing, this company is strategically placed for when the Chinese consumer does well. They are very big and mobile.

Price:
$66.120
Subject:
CANADIAN LARGE & ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-31 TOP PICK General-Electric
GE-N
Rick Stuchberry

They are getting back to their core business. A big industrial leader. They make hydro turbines, jet engines, etc. Getting out of the money business, which is hugely competitive. Dividend yield of 3.71%.

Price:
$24.820
Subject:
CANADIAN LARGE & ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-31 TOP PICK American-Hotel-Income-Properties
HOT.UN-T
James Hodgins

Many hotels have guaranteed contracts from rail companies.  They have some rooms with over 100% occupancy because of rail shifts.  They are all in the US and their income is in US dollars, but dividends are all in Canadian dollars.  The payout he thinks will go to 60% next year and will prompt a 10% dividend hike.  9% yield.

Price:
$9.990
Subject:
SMALL & MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
Yes
2015-08-31 TOP PICK Merus-Labs-International
MSL-T
James Hodgins

(Top Pick Oct 17/14, Up 47.97%) It is his favourite by far.  Sometimes it is about betting on the right horse.  The CEO grew his previous company 5 times.  The company sold off last announcement for a bogus reason related to impact from distributors.

Price:
$2.380
Subject:
SMALL & MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
Yes
2015-08-31 TOP PICK Starbucks
SBUX-Q
Rick Stuchberry

Fundamentals are solid. A very well-run operation. They seem to be able to keep ahead of the technology. They invent something to reduce line-ups and they invent new products that people want to have. Internationally they are really exploding. Dividend yield of 1.17%.

Price:
$54.710
Subject:
CANADIAN LARGE & ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-31 TOP PICK Titanium-Transportation-Group-Inc.
TTR-X
James Hodgins

Recently went public.  He really likes it.  It has been weak like every offering this summer.  He was looking for those that use the proceeds for positive change.  They are buying two more trucks and plan to look for more acquisitions.  He thinks that could happen pretty quickly.  They have shown acquisitions to be accretive within 6 months in the past.  He thinks you will get a 30% Return over the next year.

Price:
$2.950
Subject:
SMALL & MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
Yes
2015-08-28 TOP PICK Apple
AAPL-Q
Don Lato

Couldn’t resist using this as a Top Pick with the price in the $112 area. Stock sold off because of fears of China and their exposure, which is not insignificant.  CEO commented this week that they are expanding iPhone sales in China. The Apple App Store in China had its best 2 weeks ever. All those concerns of China may be a little bit overblown. Stock is trading at 11.5X earnings and still the dominant player on the smart phone. IPhone revenues are expected to increase again this quarter. Dividend yield of 1.84%.

Price:
$113.290
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-28 TOP PICK Ag-Growth-International-Inc
AFN-T
Don Lato

Performance year to date on the business side has been pretty good. The problem lies in the next couple of quarters. Due to the wet summer in Western Canada, it has taken its toll on the farmers. They greatly decreased their guidance for the 2nd half of the year. With the wet summer behind it and the better prospects next year, you will see growth in earnings resume next year. Dividend yield of 6.34%.

Price:
$38.220
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-28 TOP PICK Facebook
FB-Q
John O'Connell, CFA

About a 50% growth rate. Hugely profitable. Gross margins and net margins are extremely high. Other than Google (GOOGL-Q), this company has really got mobile and advertising in a tremendous way, and as time goes on, both Google and Facebook are going to continue to grow their advertising revenues. They are just now beginning to monetize Instagram. Investors are completely underestimating how attractive the Instagram model is going to be for corporations to advertise their products.

Price:
$91.010
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-08-28 TOP PICK McDonalds
MCD-N
John O'Connell, CFA

In this environment with a lot of volatility, he likes the 3.53%.dividend support. Thinks the new CEO is going to turn the business around. They say they are getting good traction in China again, and in spite of all the currency headwinds, it is a very strong dynamic franchise. Thinks the company will be much more aggressive regarding its balance sheet and increasing its dividend. Will have a lot more capital discipline in terms of how many stores they own, versus how many stores they franchise.

Price:
$96.250
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-08-28 TOP PICK Royal-Bank
RY-T
John O'Connell, CFA

Trading at around 10X forward earnings. Has an amazing Canadian retail franchise and an amazing Canadian wealth management franchise. Its wealth management franchise in the US is bigger than it is in Canada now. Has an exceptionally strong capital markets franchise. The new CEO really gets technology. Thinks the banks are going to be one of the biggest beneficiaries of technology. It’s a threat for them, but also a huge opportunity to bring down their cost structure. Dividend yield of 4.29%.

Price:
$73.700
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-08-28 TOP PICK Sleep-Country-Canada-Holdings
ZZZ-T
Don Lato

Trading below its IPO price. Stock did very well in its incarnation as an income trust. Trading at 15X earnings. This is a dominant mattress company in Canada. Not a bad yield at just under 2%.

Price:
$15.250
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-27 TOP PICK American-Tower
AMT-N
Michael Bowman

We all love to hate the towers that are out there, but this company owns about 70,000 of them, mostly in the US. They just picked up another 4,000 international towers. Earnings were up about 13% last quarter. They secured another $649 million in acquisitions. There is a consolidation going on in the industry and this company leads the way. The dividend is only 1.89%, so he is looking at it for capital gain. The dividend did increase 29% last quarter and the company has targeted a 20% dividend growth going forward.

Price:
$93.870
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-08-27 TOP PICK Walt-Disney
DIS-N
Stan Wong

The selloff on this began with their cable subscribers being reported to have fallen a bit. However, when you look at their other 3 parts of their business, studios, theme parks and consumer products, those are doing extremely well. They are very integrated company that can produce a film, put it out to TV, sell you a whole bunch of toys, and also put it in their theme parks. These parts override what is happening on the cable side. Cable is only 30% and ESPN is only a fraction of that. Dividend yield of 1.29%.

Price:
$102.170
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-08-27 TOP PICK Facebook
FB-Q
Stan Wong

1.5 billion users, which is part of the thesis of why he owns the stock. It is the best stock to own in the social media space. It gives you the opportunity to accumulate ownership in the world’s largest social media company. They are forecasted to grow their long-term earnings by 25% a year.

Price:
$89.730
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-08-27 TOP PICK iShares-Nasdaq-BioTech-ETF
IBB-Q
Michael Bowman

Everybody should have some biotech in their portfolio. These are companies that develop drugs that help our friends and relatives, and are a very important part of the economy. Extremely volatile. There is probably no other sector out there that will give you such huge potential over such a short period of time. Of the companies with over $500 million market cap, 81% of them are 10% below their 52 week high, and this is a great time to buy it.

Price:
$350.910
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-08-27 TOP PICK Nike-Inc
NKE-N
Michael Bowman

The best performing Dow component this year. They had a very good year last year, which was basically because of the World Cup. It was doubtful that they would outperform on the earnings side this year, but they have. Had some issues in China and he thinks China is going to be the growth area for them. Dividend yield of 1.01%.

Price:
$112.620
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-08-27 TOP PICK UnitedHealth-Group-Inc
UNH-N
Stan Wong

The largest diversified health care services company providing healthcare benefits and assistance to people in the US and Brazil. Positioned to benefit from Obama care and the aging US population. Growth rate relative to its peers is quite strong. They are going to grow in terms of membership because of what is happening with insurance in the US. Dividend yield of 1.7%.

Price:
$117.770
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-08-26 TOP PICK Apple
AAPL-Q
Gordon Reid

Valuation is barely over 10X earnings. $202 billion of cash on a $635 billion market cap. 89% of that cash is offshore and hard to access, but this is a company that is just a cash machine and doing extremely well. The street forever wants to find a fault, and this month it is China. Their growth in China is dramatic, $13 billion last quarter, up 100% year-over-year, but people are worried. He thinks that in 5 years the iWatch will have proven to be so much more revolutionary than the iPhone, iPad or the iPod. It is not a watch, it is a sensory device. It is going to change our lives. Dividend yield of 1.9%.

Price:
$109.690
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-26 TOP PICK Boeing
BA-N
Gordon Reid

The visibility on this is fantastic. They have come through their development stage with the 787, a revolutionary airplane. They have developed the 737MAX and the 770X. These are all airplanes that are designed to be more fuel efficient. Fuel efficiency is golden to airlines. They have over a $5 billion backlog, which is about 7 years of sales. This is a cash flow machine. All they are doing right now is spitting out airplanes and delivering them. Not trading at a high multiple. Dividend yield of 2.81%.

Price:
$129.340
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-26 TOP PICK Badger-Daylighting
BAD-T
Stephen Takacsy, B. Eng, MBA

This is a great company. The biggest fleet of hydro-vac trucks in North America, mostly in Canada initially. Have been growing tremendously in the US over the last few years. Got whacked because they had exposure to the oil/gas industry in Western Canada. Very high margin free cash flow business. They are really targeting the utility and municipal segment, and their reliance on the oil/gas segment has come way down. Dividend yield of 1.89%.

Price:
$19.290
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-26 TOP PICK DirectCash-Payments-Inc
DCI-T
Stephen Takacsy, B. Eng, MBA

Trading at about 5.5X EBITDA for a company with low CapX, high free cash flow and recurring cash flow. They made some acquisitions. The biggest ATM network in Canada and Australia, and the 3rd biggest in England. Through their Threshold acquisition they manage the exchange network which manages transactions at thousands of ATM machines. Dividend yield of 12.12% is sustainable with a payout ratio under 60%. In the next quarter and going forward you are going to be seeing increases year-over-year in profitability.

Price:
$12.590
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-26 TOP PICK La-Z-Boy-Inc.
LZB-N
Gordon Reid

A derivative play on the housing recovery. This company does well when the housing market does well. They are managing their business very well. Not only growing revenue, but are expanding margin. He is expecting about a 250 basis point expansion and margin over the next few years, which will go straight to profits, because it is operating leverage. Dividend yield of 1.17%.

Price:
$27.320
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-26 TOP PICK Ten-Peaks-Coffee-Co
TPK-T
Stephen Takacsy, B. Eng, MBA

In a strong growth position now. Their decaf, which is chemical free and organic, is the only one that can use the words Swiss Water in it. They supply big chains like Tim Hortons and McDonald’s in Canada. They are just starting with McDonald’s USA. There is a whole 3rd wave of specialty coffee retailers developing in the US. They have perfected their technology so that you cannot tell the difference between decaf and caffeinated anymore. They are not able to retain the caffeine and resell it, but if they were ever able to do that, it would be icing on the cake. Thinks they can easily do $10 million EBITDA. A very unique, high margin, high barrier to entry, pre-cash flow generating company, that is going to be building a new plant and doubling its capacity. Dividend yield of 3.29%.

Price:
$8.200
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-25 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Eric Nuttall

The most mispriced oil/gas stock in Canada that he can find. Their proved reserves can produce oil for 10 years. At $55 oil, it is trading at 5.5X its total corporate value relative to cash flow. That means you are getting part of the proved reserves for free, their probable reserves for free and all of their own booked inventory for free. It has never traded as cheaply as it has today. Eliminated people’s major concerns and cut the dividend so it is right sized. He has it being sustainable at about $50-$55 or higher. The cash flow is around 2.5X. Eliminated their DRIP so there is no dilution. Dividend yield of 9.02%.

Price:
$12.790
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
BULLISH on OIL
Owned:
Yes
2015-08-25 TOP PICK CRH-Medical-Corp.
CRH-T
Jason Donville

The best small-cap company in Canada that he can recommend. Great management team. 9X 2016 earnings. 31% ROE. He is very comfortable in saying that in 5 years it will be a $25 stock.

Price:
$3.930
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-25 TOP PICK MTY-Food-Group
MTY-T
Jason Donville

Has ROE every year of 20%, very consistent. Not much of any leverage in the business, and very little economic sensitivity. Extremely well-managed. Trading at 14X 2016 earnings, which is really cheap for this kind of growth. Dividend yield of 1.23%.

Price:
$32.670
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-25 TOP PICK Northern-Blizzard-Resources-INC
NBZ-T
Eric Nuttall

Has fallen from $18 and he started buying at around $4. This company is 60% hedged on oil production next year, close to $80. Debt to cash flow is below 3X using Strip pricing. Have no debt maturity until 2022. Recently cut the dividend by 50%, and current yield is around 14%. Doesn’t see that being cut anytime soon. They are 100% Saskatchewan, so you have no exposure to the NDP uncertainty.

Price:
$3.680
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
BULLISH on OIL
Owned:
Yes
2015-08-25 TOP PICK Torc-Oil--and--Gas-Ltd
TOG-T
Eric Nuttall

Doesn’t view the dividend as likely to being cut. Even if it is, the stock has been pounded so badly that he feels the stock would rally, not go down. Relative to its proved reserves, it is trading at around 6X cash flow and has never traded this cheaply. Its proved reserve life is around 9, so you are getting the proved reserves for free. Dividend yield of 11.3%.

Price:
$4.750
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
BULLISH on OIL
Owned:
Yes
2015-08-25 TOP PICK Valeant-Pharmaceuticals
VRX-T
Jason Donville

Has taken on a lot of debt to fuel its acquisitions. This is run by business development people who are backed by really good operators, which will take it the next step higher. Track record is outstanding. There is no economic sensitivity to the consumption of pharmaceuticals, eye care products, etc. Trading at only 14X 2016 earnings, which is cheap for a high-quality large cap growth stock.

Price:
$293.790
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-24 TOP PICK CASH
CASH
Keith Richards

(A Top Pick July 14/15.) He is holding about 50% in cash and is not ready to deploy that yet. Seasonally, August and September can be a little bit crummy on the market. There are a lot of great stocks, but he waits for the overall market to signal.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-08-24 TOP PICK Canadian-National-R.R.
CNR-T
Peter Brieger

Grain and fertilizers are 15.8% of their business. Coal is 4.1%, forest products are 13.6%, energy is 19.8%, automobiles 9.2%, metals are 12.6%, intermodal is 23.3% and diversified is 5.5%. Even in the face of a slowdown in volumes, it has managed a price increase, reacted very quickly by putting a freeze on hiring, and retired 200 locomotives and 10,000 railcars. They still produced a record 56.4% operating ratio.

Price:
$72.740
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-08-24 TOP PICK iShares-Global-Agriculture-ETF
COW-T
Keith Richards

(A Top Pick July 14/15. Down 8.02%.) Chart is showing a classic uptrend. Volatility has been low. Seasonally, agricultures tend to move between now and the end of the year. It has a pretty good mix.

Price:
$31.020
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-08-24 TOP PICK Manulife-Financial
MFC-T
Peter Brieger

Down 21.3% from its high, well beyond the decline of the TSX. Growth rate and consensus earnings per share is 19% this year, 16% next year and 13% the year after. A far greater discount than it should be. Its 3 major divisions are Asia, the US and Canada. Asia, 27% of its business, is up year-over-year at 23%. Wealth management, 33% of the business, is up 31%. Canadian business is 33% of its business and is up 31%. US is 36% of its business and is up only 1%. Dividend yield of 3.49%.

Price:
$19.950
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-08-24 TOP PICK Toronto-Dominion
TD-T
Peter Brieger

Down 15.4% from its high. The discount on this is far too great, even taking into account the banks headwinds in Canada of real estate and oil. The opportunity for their US division to increase their mortgage exposure is tremendous. They are the exclusive distributor for Nordstrom retailer credit cards. Dividend yield of 4.18%.

Price:
$49.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-08-24 TOP PICK SPDR-Utilities-E.T.F.
XLU-N
Keith Richards

This is a boring position and he doesn’t expect a lot of upside, but also doesn’t expect a lot of downside. Thinks if you were to look at this position a month or 2 from now, you will find it more or less at a similar price. He expects it to be flat but to earn a dividend on it.

Price:
$43.370
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-08-21 TOP PICK Aecon-Group-Inc
ARE-T
Hap (Robert) Sneddon FCSI

Just had a fantastic quarter, which sets up a nice trend for the remainder of the year. One thing that is really positive is that all of their infrastructure stuff is kicking on all cylinders. He is looking for a target at one of the old highs at about $17. Good risk/reward.

Price:
$11.950
Subject:
TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION
Bias:
BEAR
Owned:
Yes
2015-08-21 TOP PICK Emera-Inc
EMA-T
Hap (Robert) Sneddon FCSI

Just blew away a quarter which was fantastic. Raised their dividend with a 21% increase. This is in a great sector. Had a little bit of a break out recently. Fantastic business and really well run.

Price:
$43.400
Subject:
TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION
Bias:
BEAR
Owned:
Yes
2015-08-21 TOP PICK Home-Depot
HD-N
Cameron Hurst

It is cyclical. Pump prices and jobs are all favouring home improvement. People are now getting around to discretionary home improvement from after the last crash. Posted a phenomenal quarter with buybacks in place. Dividend $0.59 Yield is 1.99% Estimated P/E: 22.32 Doing everything right.

Price:
$116.160
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2015-08-21 TOP PICK iShares-Trust-Dow-Jones-U.S.-Telecom-Sector-Fund
IYZ-N
Hap (Robert) Sneddon FCSI

In a really good space. Seasonality is coming up for it and it is happening a little bit early. Risk/reward is really good. Chart shows a couple of places where support will come in. If it breaks above the $30 level, it would be really positive. Has a target of $35.50.

Price:
$28.850
Subject:
TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION
Bias:
BEAR
Owned:
Yes
2015-08-21 TOP PICK Monster-Beverage-Corp
MNST-Q
Cameron Hurst

Energy Drink maker.  Growth market, dominant market share, Coke a year ago took a stake in it of 17 billion, which has just recently closed. They are cash rich, with lots of capital action coming.  You are getting both a revenue line, and a share buy back which is great.  Feels that it has secular growth behind it.   Right now, as an individual he wouldn't invest, and would let the market shake out first.

Price:
$138.910
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2015-08-21 TOP PICK UnitedHealth-Group-Inc
UNH-N
Cameron Hurst

Largest health medicare contractor in the US. More healthcare will be needed in the future. The stock never seems to get ahead of itself. Sees more acquisitions coming. Solid management. Not going for home runs, all singles and doubles, which he really likes.

Price:
$116.280
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2015-08-20 TOP PICK Element-Financial
EFN-T
Paul Harris, CFA

Certainly worth a lot more than what it is today. Trading at only about 12 or 13 times earnings, so not expensive. It doesn’t pay a yield, but he expects there will be one in the next 3-6 months. Acquired GE’s (GE-N) fleet management business and that is really the core of their business. They are going to sell off some of the non-core parts which are in Australia and maybe Mexico. He can see good organic growth and growth by acquisition.

Price:
$18.890
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-20 TOP PICK Firstservice-Corp
FSV-T
Paul Harris, CFA

A property management and service company. 92% of their revenue comes from the US. Trading at about 22X earnings. He likes it because there is good organic growth. A very fragmented industry. They are the largest and only have 5% of the total pie, so they can do a lot of growth by acquisition over the next several years. Also have some other services that can grow. When you have a property management deal, a lot of that is recurring revenue, and they are in long-term contracts. Dividend yield of 1.17%.

Price:
$42.230
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-20 TOP PICK Fortis-Inc.
FTS-T
Ross Healy

It has fallen down to its usual long term low and has a nice yield.  It is a peculiar play.  Any expectations of rising interest rates are in the 5-10 year area and these get valued off long term interest rates.  This is a steady and long term grower.  You won’t hit it out of the park, but you get a decent dividend and capital growth.

Price:
$37.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2015-08-20 TOP PICK Great-West-Lifeco
GWO-T
Ross Healy

The stock is getting quite cheap on a comparative basis and has quite a good upside potential.  He is going with the value stock in this sector.  This is a laggard.

Price:
$34.110
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2015-08-20 TOP PICK Laurentian-Bank
LB-T
Ross Healy

Very, Very cheap, huge discount to book value.  If you look at historical lows since 2009 other than the knife slices down, this one is there.  It is a lovely trading range that it has been stuck in for a long time.  If you get 25% of capital appreciation plus the dividend you would have a very nice year.

Price:
$46.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2015-08-20 TOP PICK Toronto-Dominion
TD-T
Paul Harris, CFA

Has a great franchise and it is not expensive, trading at about 11.5-12 times earnings. One of the few banks in Canada that has actually developed a franchise in the US. Have also done some very good acquisitions. Dividend yield of 4.01%.

Price:
$50.910
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-19 TOP PICK American-Financial-Group-Inc.
AFG-N
Norman Levine

Specialty property/casualty insuring for niche markets, where there is not as much competition. Probably one of the most profitable insurance companies globally. About 94% of their investments are in bonds, mostly investment grade, so they’ll be a major beneficiary when interest rates go up.  Raises its dividend every year and have paid special dividends in the last 3 years. Dividend yield of 1.37%.

Price:
$73.370
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-08-19 TOP PICK Inspira-Financial-Inc
LND-X
Bruce Campbell (2)

Does cash flow loans to doctors in the US. Have grown their loan book from a standing start 9 months ago to more than $40 million. Thinks it will be a rollup and there will be some acquisitions made. Fairly cheap and they have a lot of cash on the books right now. Management has said they can take their loan book to $500 million without raising any stock.

Price:
$0.145
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-08-19 TOP PICK NYX-Gaming-Group-Ltd
NYX-X
Bruce Campbell (2)

This company builds the games. A spin-out from Amaya (AYA-T). In the process right now of rationalizing everything. Amaya didn’t spend a whole lot of money on a lot of those games, so this company is going to really revamp and build up some of those games. Have a large and really strong loyalty with their customers, so they will build that up. Really cheap. Did an equity issue where the IPO was higher than where it is now, and then they did an equity issue to pay for their most recent acquisition. The stock is down significantly on no news and they will be reporting their earnings next week. Doesn’t expect a whole lot from those earnings because the Cryptologic assets are not in there yet. Will probably see management give some indication on what they think their business is going to do. Stock could double from here. Management owns a big stake.

Price:
$2.550
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-08-19 TOP PICK Perk.com-Inc
PER-T
Bruce Campbell (2)

They have figured out a way to get people, particularly millennials, to watch the ads on videos, such as YouTube and get paid points to do that. They can then convert those points either into online credits or cash. The company is profitable and have a growing cash flow. Now that they have raised this money, it is going to allow them to expand and really push their business to bigger levels.

Price:
$4.950
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-08-19 TOP PICK Pentair-PLC--Ireland-
PNR-N
Norman Levine

Likes the water processing business and had owned Pall Corp (PLL-N), but another company is taking it over. He still wants to be in water processing. This one is incorporated in Ireland. For tax purposes it is out of the UK, but is actually run out of Minneapolis. They make pumps, valves, infiltration equipment, flow measurements, etc. Has traded at a premium multiple for most of its existence, but because most of its business is outside of the US, the US$ is hurting it. Has a pretty good representation in the energy patch too, so people are hurting it. A rare opportunity to Buy a premium stock at a market multiple. Also, increases its dividend on a regular basis. Dividend yield of 2.11%.

Price:
$60.760
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-08-19 TOP PICK Sun-Life-Financial-Inc
SLF-T
Norman Levine

They are going to benefit from bond rates going up, but are also one of the biggest money managers in North America. That is a highly profitable growing business. Raised their dividend this year, for the first time since the financial crisis, and he sees this continuing over the next few years.

Price:
$43.580
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 60 of 21,380 entries
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