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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-09-16 TOP PICK Apple
AAPL-Q
John O'Connell, CFA

Thinks the new watch is going to be amazing because he thinks it is going to be part of the whole point of sale transaction. It’s on your body and the biometrics is going to work and will just scan your watch when you walk out of the store. Feels the company is transforming the whole shopping experience. The ApplePay is a really, really big deal and the watch is going to sync with that.

Price:
$100.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-16 TOP PICK Corus-Entertainment--B-
CJR.B-T
Gavin Graham

This is the content part of the Shaw family of companies. Children’s and women’s programming. Stock price hasn’t done a great deal in the last year. Raises its dividend consistently, and has bought a couple of French language channels in a couple of radio stations. It is now the 2nd largest French language producer of content. Trading at around 12X this year’s earnings. Yield of 4.43%.

Price:
$24.610
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2014-09-16 TOP PICK Dream-Global-REIT
DRG.UN-T
Gavin Graham

This is a portfolio of German property that it bought from Deutsche Post. It has used the cash it raised to buy good quality office buildings to complement that. A Korean pension plan has bought a half share in 7 of the office buildings for €120 million. Payout ratio of about 91% of adjusted funds from operations. Yield of 8.85%. A good play on the German economy.

Price:
$9.040
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2014-09-16 TOP PICK Google
GOOGL-Q
John O'Connell, CFA

Thinks that 80% of the world is working off this company’s operating system for mobile and mobile is really the way we are all going. YouTube is a hugely undervalued asset. The fact that they are able, with all that cash, to acquire and invest in developing new technologies, makes it a company that you just have to own. Very reasonable valuations.

Price:
$588.780
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-16 TOP PICK Intact-Financial
IFC-T
Gavin Graham

One of the largest property/casualty insurers. They consistently make a profit underwriting, so their costs to revenue is consistently below 100%, which is very rare in insurance. Trades at 11.5X earnings. Yield of 2.66%.

Price:
$72.240
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2014-09-16 TOP PICK Spartan-Energy-Corp
SPE-T
John O'Connell, CFA

It made its projections of 7000 barrels a day on its most recent quarter, and that is when they were only able to drill 60% of the wells than they were hoping for, because it was so wet. It just shows how conservative and how much they build in problems into their business model. The criticism that they are just buying assets is not a fair accusation. They are clearly skilled operators and skilled at buying companies at reasonable valuations. They have lots of land to grow their business.

Price:
$3.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-15 TOP PICK Archer-Daniels-Midland-Company
ADM-N
Jon Vialoux

The 3 Top Picks are “Buy on Weakness” plays. Agriculture products tend to do well from August all the way through to the end of the year. However, we have seen grain prices get crushed preventing fertilizer stocks from doing well. This is just a food processor so it doesn’t have that fluctuation. On average, it gains about 16% from the beginning of August through to the end of December and has been positive 90% of the time.

Price:
$50.560
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2014-09-15 TOP PICK Walt-Disney
DIS-N
John Zechner

(Top Pick Nov 28/13, Up 28.98%) These guys are in the right spot.  It is all about content and delivery in media.  They have done it better than any other company out there for 50 years.  Look at Marvel comics.  Theme parks, gaming, consumer side.  They have the whole package.  You are getting growth, more than a market multiple.  The premier growth stock in North America.  Content, Star Wars, Marvel, ESPN.  Buy it and put it away.

Price:
$90.080
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2014-09-15 TOP PICK iShares-Dow-Jones-Transport-ETF
IYT-N
Jon Vialoux

The 3 Top Picks are “Buy on Weakness” plays. This tracks transportation in the US. If it becomes oversold in the next few weeks, that would be an opportunity to Buy. Seasonal strength for transportation stocks tends to run from beginning of October through to the beginning of December.

Price:
$152.970
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2014-09-15 TOP PICK Manulife-Financial
MFC-T
John Zechner

He added some on in that equity deal last week.  The valuations on life companies are a little better than banks right now.  Standard Life acquisition: he thinks they are underplaying the earnings accretion.  They’ve really turned the corner.

Price:
$22.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-15 TOP PICK Telus-Corp
T-T
John Zechner

Defensive stock.  The bad news is all in the telecom sector already.  They have done exceptionally well in wireless.  They are going to use their free cash flow in areas like content and dividends.  Very little downside in the stock and some growth going forward.

Price:
$39.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-15 TOP PICK SPDR-Technology-ETF
XLK-N
Jon Vialoux

The 3 Top Picks are “Buy on Weakness” plays. Technology has a period of seasonal strength from about the beginning of October all the way through to January. This is a run up through to the Consumer Electronic Show in Las Vegas, as well as Christmas buying. A good early read would be when Oracle (ORCL-N) comes out with earnings this Thursday, and if there is outperforming reaction that would be an opportune time to get in early.

Price:
$39.980
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2014-09-12 TOP PICK easyhome
EH-T
James Telfser

Really likes the growth on the finance side. The leasing business has been a stable business for a while. Got new financing for about $200 million a few months ago, which they can start to lend out. In this business, the bigger you are, the better your margins and the cheaper your financing. This is all positive leverage for them. Stock has been weak which he thinks is due to profit taking, but the valuation is still absolutely compelling. Thinks there is good multiple expansion here as they prove they can get all those loans out there.

Price:
$23.530
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-09-12 TOP PICK Firstservice-Corp
FSV-T
James Telfser

Property management. The beauty of the business is that it is an essential service. Have been growing by acquisition globally. The organic growth has been outstanding as well. There is also the residential business where they are getting more and more scale. When you have scale in this business, you can get everything you need for less.

Price:
$60.780
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-09-12 TOP PICK Manulife-Financial
MFC-T
Bruce Campbell (1)

Thinks that inevitably higher rates are coming in. This is a nice combination. Just raised the dividend. Good earnings growth. Also, if rates go up faster than you think, this will be one of the beneficiaries. The Standard Life acquisition is accretive. Yield of 2.70%. Looking for $25 a year from now.

Price:
$22.240
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-12 TOP PICK Sandvine-Corp.
SVC-T
James Telfser

They’ve had an outstanding run over the last 2 years. Went from disappointing the Street for a while and it took a few quarters to get credibility back. Had 20% year-over-year revenue growth for about 6 quarters in a row. Just announced that revenues are not going to come in as high as they thought, so it looks like it is going to be roughly flat year-over-year revenue growth this quarter. Longer-term, this is undervalued versus its peers. Thinks they will make up those revenues in the coming quarters.

Price:
$3.020
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-09-12 TOP PICK Tourmaline-Oil-Corp
TOU-T
Bruce Campbell (1)

Down 15%, so you can buy this at almost an average multiple, which is the 1st time you have been able to do that for years. Great track record and great management team. Thinks production BOE’s per day goes from 120 this year to almost 250 by 2015, a double.

Price:
$50.860
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-12 TOP PICK Western-Forest-Products-Inc.
WEF-T
Bruce Campbell (1)

A US lumber play, offshore Asia as well. Nice mix of lumber and log. Highest dividend in the group at 3.32%. Good free cash flow generator. Have about $150 million in assets on the books that he thinks they will sell. The coming quarter will be a little soft because of forest fires in BC. Thinks things will go very well for the next few quarters.

Price:
$2.460
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-11 TOP PICK Baidu.com
BIDU-Q
Teal Linde

The Google of China.  In two years they figure the Internet economy will be the same size as in the US and they will be as big as Google.

Price:
$220.020
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-09-11 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Stan Wong

A very dominant producer in the western Canada space. International operations in the North Sea and West Africa. Extremely well managed. Have grown very well through solid management and corporate acquisitions.  Very low cost production at $50 a barrel. Enormous stream of future expected cash flow. $5.5 billion to $6.5 billion. Dividend yield of 1.95%, which should grow by 10% a year over the next few years.

Price:
$45.330
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-09-11 TOP PICK Jumei-International-Holding
JMEI-N
Teal Linde

China is downshifting so they rely less on commodity intensive growth and more on consumer consumption.  Mail order and online sales are taking off there.  This is a Speculative Top Pick.   They are the number one online retailer of cosmetic products in China.  They are the one with the most reliable supply or products.

Price:
$27.530
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-09-11 TOP PICK Mondelez-International
MDLZ-Q
Stan Wong

One of the world’s largest snack companies. $34 billion in US global net revenues. 40% of its sales come from the high growth developing markets. Trading at 19X forward PE. 15% long term growth. That’s a 1.3X PEG ratio, a big discount to its peer group. Dividend yield of 1.68%.

Price:
$35.750
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-09-11 TOP PICK Micron-Technology
MU-Q
Stan Wong

This is all about memory and that particular space is firming up quite a bit. Demand is rising for memory. Flash memory, but more particularly the D-RAM memory. People want new phones and that is going to continue. Trading at a pretty deep discount to its group at 9X forward PE, versus the group at 17X. Thinks the stock will grow at 15%.

Price:
$32.040
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-09-11 TOP PICK Priceline.com-Inc.
PCLN-Q
Teal Linde

Booking.com is one of their divisions.  600,000 booking per night around the world.  Growing at 26% and trading at 23 times earnings.  A virally expanding company.

Price:
$1176.850
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-09-10 TOP PICK BTB-Real-Estate-Investment-Trust
BTB.UN-T
Paul Gardner, CFA

Western Quebec and Eastern Ontario.  Now they have a payout ratio below 100%.  They own a mix of industrial and retail assets that are decent.  Energy costs are low in Quebec so he sees a migration there for light industrial.

Price:
$4.940
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-10 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Alex Ruus

Launched Solvaldi, a new drug, at the beginning of the year. This basically helps cure hepatitis. The best drug to come to the market in history. Looks like this is going to be the most successful drug launched, in the history of the industry. Will likely Sell over $10 billion in the 1st year. Street has underestimated the earnings impact. Generating a lot of free cash flow. Only trading at 11X earnings.

Price:
$108.220
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-10 TOP PICK Neptune-Tech--and--Bioresource
NTB-T
Alex Ruus

This is going to be one of the leaders of tomorrow. Probably one of the most exciting opportunities in the market today. They provide fossil lipids, primarily out of Antarctic krill, which has a great affect on your cardiovascular system. Very beneficial for cholesterol and triglycerides. In the next 3 weeks, their subsidiary Acasti Pharma, will be reporting a pivotal phase 2 trial, which he thinks will catalyze the stock and drive both companies up a lot in the market. A multi-bagger potential.

Price:
$2.170
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-10 TOP PICK Quebecor-Inc--B-
QBR.B-T
Paul Gardner, CFA

Videotron 7.125% Jan 15, 2020 Bond.  Credit metrics of an investment grade bond.  They are the cable providers of Quebec.  They have to push their profits up to QBR.B-T, but in the case of any insolvency of QBR, Videotron is made whole.  The biggest risk is that they would be the 4th big player out there.

Price:
$28.460
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-10 TOP PICK Tricon-Capital-Group
TCN-T
Paul Gardner, CFA

(Top Pick Aug 07’13, Up 21.95%) This is a play on US housing recovery.  20-25% discount to NAV.  A proxy for the US home recovery, which is now in growth mode.  Their lending costs are going to drop.

Price:
$7.670
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-10 TOP PICK Wellpont-Health-Networks
WLP-N
Alex Ruus

Largest US health insurer. A really well positioned company longer term. Health insurers are a part of the solution to controlling health costs because of the nature of the market. You have buyers going to suppliers and generally don’t have the information that they need. This company acts as a middle man to help get the best prices. Trading at a cheap valuation of 12X next year’s earnings. Almost 2% in dividend, which is increased every year.

Price:
$119.800
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-09 TOP PICK Archer-Daniels-Midland-Company
ADM-N
David Burrows

This is a beneficiary of the huge crop in corn and wheat. Prices for the product are very weak, but all they do is process, so it just comes down to volume for them. They came off 2 years where there was drought in the US and their earnings were depressed. They have become very efficient to deal with that. Now they have a bumper crop and are likely to have much higher volumes. Generates cash flow yield of almost 8%. Very shareholder friendly. Have grown their dividend 15% a year over the last 4 years. That is likely to continue. Yield of 1.9%.

Price:
$50.460
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-09-09 TOP PICK Emerson-Electric
EMR-N
Christine Poole

Very high quality, global, industrial company. A great way to play the increasing industrial manufacturing activity in the US and the rising CapX, as well as improving globally. They automate, regulate, monitor and measure manufacturing processes and power generation. Also, big manufacturers of compressors. Dividend yield of 2.64%.

Price:
$65.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-09-09 TOP PICK Home-Depot
HD-N
David Burrows

This is a consumer story. The consumer is in great shape. They haven’t spent money on their homes in a long time. This company got stronger through the downturn and came out the other side in a very dominant position. Their financial metrics have been getting better. They have a great counter to the Internet trend in retail, because you have to go into a store to buy lumber and get advice. Incredibly shareholder friendly. Have been buying back an enormous amount of stock. Have increased their dividend by about 15% a year in the last 5 years. Dividend yield of 2.1%.

Price:
$88.930
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-09-09 TOP PICK Manulife-Financial
MFC-T
Christine Poole

Started getting interested when it looked like the earnings were becoming less volatile and management was able to focus on their core earnings. She wanted to see BV growth, which would translate to a higher ROE. The stock price has lagged the Canadian banks and Sun Life (SLF-T). Likes their exposure to Asia, which is 30% of their earnings. Thinks this is a higher growth region in this market. Increased their dividend by 19% last quarter, which sent a strong signal that management was very comfortable with the sustainability of their earnings going forward. Liked the acquisition of Standard Life. Yield of 2.82%.

Price:
$22.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-09-09 TOP PICK Tesoro-Petroleum-Corp
TSO-N
David Burrows

An independent petroleum refiner. It is a very interesting dynamic in the refining industry in the US. There is all this oil and gas that needs to be refined and used. You cannot ship crude out of the US, but you can ship refined product. They have a low cost base for their product and are able to sell some product outside of the US. They are a beneficiary of low inflation and low cost pressure. They should be able to grow their earnings very nicely. Dividend yield of 1.83%.

Price:
$64.830
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-09-09 TOP PICK Yum--Brands
YUM-N
Christine Poole

Had some issues which affected the traffic temporarily, but it did recover. Indicated their traffic is going to be down but is improving. This creates opportunities to Buy. China’s consuming middle-class of 300 million people is going to grow to 600 million by 2020. Also, focusing on growing in India. Casual dining is very low in these areas. Yield of 2.05%.

Price:
$72.070
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-09-08 TOP PICK Bank-Of-Montreal--Preferred-
BMO.PR.T-T
Randy LeClair

BMO Floating Rate Preferred Share Series 17 (BMO.PR.R-T) This is more of a defensive play. It can be Called at any time at $25. This came with the reset spread of 165, so you are getting a T-bill rate, which is around 1%, +165 basis points, 265 for basically a money market piece of paper. If rates go up, you are going to get more money.

Price:
$25.500
Subject:
FIXED INCOME
Bias:
SELECTIVE
Owned:
Yes
2014-09-08 TOP PICK Enbridge-Inc
ENB.PF.C-T
Randy LeClair

Enbridge Inc. 4.40% Series 11 (ENB.PF.C-T) This company has quite a few issues outstanding. They started issuing a little bit higher rate and this one is fairly new. This is a top rated energy oil/gas pipeline company. It will possibly go to Reset in 2019. You are getting some protection at a 264 basis points over the Canada or the floating-rate. 

Price:
$25.110
Subject:
FIXED INCOME
Bias:
SELECTIVE
Owned:
Yes
2014-09-08 TOP PICK Great-West-Lifeco
GWO.PR.S-T
Randy LeClair

Great West Lifeco 5.25% Series S (GWO.PR.S-T) This was a recent issue. 5.25% from a good solid insurance company. Currently it is trading slightly over par. The $26 Call starts in 2019, and then goes all the way down to 2023. At $25 it could be redeemed by the company.

Price:
$25.320
Subject:
FIXED INCOME
Bias:
SELECTIVE
Owned:
Yes
2014-09-08 TOP PICK Kelt-Exploration
KEL-T
Robert Lauzon

Top tier management team.  Very strong production and cash flow growth back loaded to the end of the year. 

Price:
$12.980
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-08 TOP PICK -Leucrotta-Exploration-Inc.
LXE-X
Robert Lauzon

Markets are fixated on their location.  He feels this one is mispriced.

Price:
$2.120
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-08 TOP PICK Mapan-Energy-Ltd
MPG-X
Robert Lauzon

Shell Canada sold natural gas assets to Maplin Energy.  Done through PI-X.  This stock will turn into Maplin.  It is a natural gas story with no debt.  Deep basin.  Good management team.  It is a start up, a new story.  Smaller market cap, no dividend.  It trades at half the valuation of comparables.  Once the market understands it, it should do quite well.

Price:
$0.175
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-05 TOP PICK Pure-Industrial-Real-Estatetrust-Trust
AAR.UN-T
Derek Warren

It just looks even cheaper now as the fundamentals look very strong.  FedEx centers across the US.  Does not think there is a lot of risk of diluting through share issue.

Price:
$4.600
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2014-09-05 TOP PICK BHP-Billiton-Ltd.
BHP-N
Norman Levine

They are spinning out some assets.  Shareholders will probably get them as a dividend.  He likes what will be left in it and he will sell the spin out and keep the core company.

Price:
$66.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2014-09-05 TOP PICK BankUnited--Inc
BKU-N
Norman Levine

Florida based commercial bank.  It is over capitalized right now.  Second biggest deposit taker in the state of Florida.  Great real estate market.  What US banks need is for interest rates to go up.

Price:
$31.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2014-09-05 TOP PICK Granite-REIT
GRT.UN-T
Derek Warren

Large company with a lot of potential because its debt is very low and they have a lot of cash on the balance sheet.  A lot of exposure to the auto industry, but they are expanding out of that.  5.37% yield, responsible management, safe growth.  No equity dilution risk.

Price:
$41.050
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2014-09-05 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Norman Levine

He was not worried about the scandal which was caused by employees that are gone from the company.  They cleaned up the ethics of the company, lost no business and then gained more.  They are monetizing non-strategic assets and are growing the company.

Price:
$55.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2014-09-05 TOP PICK WPT-Industrial-REIT
WIR.U-T
Derek Warren

Industrial centers in the US.  Amazon, shipping, conglomerates.  Tied to the economy.  Trades below the value of their buildings.  7.02% yield.  You have to wait for the value to be appreciated.

Price:
$10.100
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2014-09-04 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Douglas Kee

6.41% sustainable dividend yield. Payout ratio of 140% which is expected to drop to 105% next year, so he feels the dividend is safe. Growth is through acquisitions, but just as importantly, they grow through increasing production. They buy a lot of raw land and explore it.

Price:
$43.090
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2014-09-04 TOP PICK Fortis-Inc.
FTS-T
Douglas Kee

Has grown its dividend at about 4% a year for the last 5 years. Dividend yield of 3.74%. Made a $4.2 billion US acquisition in Arizona. When they make acquisitions, it takes a long time for the deals to close. This one took a year. Their model is that as soon as they announce an acquisition, they raise the equity for it. Spent about $900 million on an expansion on a dam in BC, so there will be a double-digit jump in earnings in 2015. Also, expects their dividends in the next couple of years to grow at a faster rate.

Price:
$34.180
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2014-09-04 TOP PICK Perpetual-Energy
PMT-T
Joey Mack

Bond 8.75% Mar 15/18.  Stay short, buy credit and select high quality names.  This is one of them.  There is a great story behind this one.  Just under 8% yield for a 3.5% piece of paper.  It is a speculative pick in the bond market.  You have to go through a broker.  They are unsecured notes.

Price:
$1.960
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2014-09-04 TOP PICK Royal-Bank
RY-T
Joey Mack

Series AJ Preferred resets.  3%.  Thinks it will be called in 2019 and not reset again.  It no longer counts toward tier 1 capital. 

Price:
$81.110
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
No
2014-09-04 TOP PICK Sunlife-Financial
SLF-T
Douglas Kee

He is warming up to life companies. They will do well. Domestic insurance business is starting to grow again. He feels this company is the best at that business. They have the highest percentage in the wealth management side.

Price:
$41.360
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2014-09-04 TOP PICK 5N-Plus
VNP-T
Joey Mack

5.75% June 30/19.  Rare earths and metals.  Short term (5 years).  A little over 6% yield now. 

Price:
$3.460
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2014-09-03 TOP PICK Calfrac-Well-Services-Ltd
CFW-T
Philippe Capelle

One of the premier pressure pumpers in North America. Balanced in the US and Canada. Also, have assets in Argentina and a little bit in Russia. Right now you are seeing better utilization rates. There is some pricing power as well. Bringing on new capacity over the next 12 months. Earnings potential is tremendous. He sees 20%-40% growth in earnings going into next year. Dividend yield of 2.51%.

Price:
$20.200
Subject:
CANADIAN LARGE (RESOURCE)
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-09-03 TOP PICK Eldorado-Gold
ELD-T
Philippe Capelle

Probably the lowest cost producer in the big cap space that he covers. Basically no debt at this time, because they were not getting permits. They are getting close to getting some of those permits, but have the liberty of holding back if gold prices are too low. They should be obtaining permits in China over the next 6-12 months for their Eastern Dragon mine, which should eventually lead to listing the Chinese assets to Hong Kong or selling part of the assets. A great catalyst beyond the gold price. Yield of 0.23%.

Price:
$8.600
Subject:
CANADIAN LARGE (RESOURCE)
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-09-03 TOP PICK Home-Depot
HD-N
Jim Huang

Stock was hit because of a credit card breach. They just had a record quarter. Had benefited from the US housing cycle. Improving their margins and coming out with new products. They return cash to shareholders and are doing everything correct. Multiples are not low, but still reasonable given their growth. As long as they do everything diligently in protecting customers’ data, they will get through this. The drop in the stock price is a buying opportunity.

Price:
$89.000
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-09-03 TOP PICK Precision-Drilling
PD-T
Philippe Capelle

(A Top Pick Sept 12/13. Up 28.49%.) This is absolutely a “go to” play. There is plenty of room to grow. They’ve won a number of contracts. Pricing and utilization have been moving up. Notwithstanding the volatility in the price of gas and oil, they have been getting market share in the US and in key plays. Taking market share from US competition and smaller players. Yield of 1.78%.

Price:
$13.270
Subject:
CANADIAN LARGE (RESOURCE)
Bias:
BULLISH on ENERGY
Owned:
Yes
2014-09-03 TOP PICK Sherritt-International-Corp.
S-T
Jim Huang

Has been a chronic underperformer for many reasons. They are in nickel, which is the right place to be for the next 6 months and probably for the next 2 years. Indonesia banned the export of nickel 100% from the beginning of this year. Also, the Philippines are talking about banning it. That takes about 40% of the supply out of the market. He expects nickel prices to maintain and even grow higher from here. The most leveraged, pure play you can find is this company.

Price:
$4.260
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-09-03 TOP PICK Tricon-Capital-Group
TCN-T
Jim Huang

(A Top Pick Dec 2/13. Up 6.55%.) Had hoped the return would have been better, but there was a temporary setback in the US since late December, which resulted in lower home sales and new home construction. Probably weather related. They continue to do the right thing by building their asset base and buying more homes. Still thinks there is a lot of upside.

Price:
$7.850
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
Showing 1 to 60 of 19,960 entries
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