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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-10-30 TOP PICK Amgen-Inc.
AMGN-Q
Paul Harris, CFA

A biotechnology company, but looks more like a pharmaceutical company in his view. Trading at 18X earnings. Have some great products in their pipeline. Feels the stock is worth probably in the $200 range. Yield of 1.51%.

Price:
$161.580
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Yes
2014-10-30 TOP PICK Aecon-Group-Inc
ARE-T
Michael Bowman

They are in three different areas.  Trading a lot less than peers.  He likes the sector. 

Price:
$14.490
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL
Owned:
Yes
2014-10-30 TOP PICK Barclays-Bank-PLC
BCS-N
Paul Harris, CFA

Stock has been pushed down because of issues, that they will solve like a lot of the other banks did. Have a great retail franchise in the UK. Had a retail franchise in Europe which was poor, so they are getting out of those. Barclays credit card, although down, is a great asset to have. They have asset management. Also, have the investment bank, which has been their big problem. Had bought Lehman Brothers out of bankruptcy. Also, were very large in the fixed income side, which takes up a lot of capital. They are fixing those problems.

Price:
$14.380
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Yes
2014-10-30 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Paul Harris, CFA

Great Canadian oil company. Trades at 5X cash flow. About to throw off about $6-$7 billion free cash by about 2018. Great management. This pullback is a great opportunity to buy the stock. Yield of 2.35%.

Price:
$38.240
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Yes
2014-10-30 TOP PICK iShares-DJ-Medical-Devices-E.T.F.
IHI-N
Michael Bowman

This is the trend in the marketplace so buy the trend.  People who are aging are going to buy the hips, the knees and get the heart thing done.  All of these companies are expanding into Latin America and China. 

Price:
$106.590
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL
Owned:
Yes
2014-10-30 TOP PICK Precision-Castparts-Corp.
PCP-N
Michael Bowman

Forge and cast products, very complex products.  Likes it because these products are used for jet engines and turbines and in the automotive and oil and gas sectors.  The company is going to be in demand for their products.  Looking at 17% increase in next year’s earnings.  A classic industrial play.  He is looking for aviation to get better.

Price:
$221.310
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL
Owned:
Yes
2014-10-29 TOP PICK Jarden-Corp.
JAH-N
Don Lato

Owns brands like Coleman, Sunbeam, Rawlings Sporting Goods, and even Bicycle playing cards. Great company. Had a good run, but still only trading at about 14.5X next year's earnings. He considers it as almost a hedge on his overweight in the energy area. As you see oil and gasoline prices come down, it puts a lot of money in consumers’ pockets. 16% of their sales for various products goes through Wal-Mart.

Price:
$64.450
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-10-29 TOP PICK KKR--and--Co.-LP
KKR-N
John Stephenson

Private equity. A phenomenal company. If you believe that markets are turning healthy and that the correction is behind us, you want to be in this alternative space. Has roughly half of its value on the balance sheet, so there is a lot of security. 30% of their business didn't exist 2 years ago and has yet to start earning meaningful fees. Yield of 8.01%.

Price:
$22.250
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2014-10-29 TOP PICK Kohl-s-Corp
KSS-N
John Stephenson

 *SHORT*. They came out about a week ago and guided to lower same-store sales. Also, guided to lower earnings going forward. Thinks the overall department store sector in the US is a very mature sector, not a lot of growth. 50% of their revenue is branded and discounters are eating their lunch. Yield of 2.84%.

Price:
$54.440
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2014-10-29 TOP PICK Parex-Resources-Inc.
PXT-T
Don Lato

(A Top Pick Nov 27/13. Up 73.93%.) Down 33% from its highs of just 6 months ago. Dirt cheap last year and still cheap today. Recently sold their Trinidad and Tobago properties to rededicate that money to Colombia. Had 56% production growth over the last year. Even with an oil price of $70, they will cash flow something like $2.50 next year. Trading at a little over 4X earnings. No debt and well-funded.

Price:
$10.670
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-10-29 TOP PICK Toronto-Dominion
TD-T
Don Lato

Has been underperforming the others a little bit over the last 2 or 3 months. 6% off the high back in the summer. There may be some concerns over the change in leadership, but the new person stepping in has been with the bank for many years. Great exposure in the US. Huge deposit base there, that they will hopefully exploit. The multiple is back in line, if not lower than some of the others. 3.5% yield.

Price:
$54.370
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-10-29 TOP PICK Westjet-Airlines
WJA-T
John Stephenson

A little more defensive than Air Canada and in better shape with newer planes and no unionization. Not only has there been a pullback in price on the stock, but there has been a pullback in fuel, which is the largest operating cost. On a forward basis, they trade from 4.5% to 7.5% X EBITDAR (the “R” is for plane rentals). Also, it has been oversold. Yield of 1.53%.

Price:
$31.580
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2014-10-28 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Mike S. Newton, CIM FCSI

With the dislocation of resource stocks in Canada, he believes that names like this are going to see the benefit of outflows from that volatile sector. You also have their move of fresh foods rolling out into some of their stores. Yield of 0.48%.

Price:
$37.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2014-10-28 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
Mike S. Newton, CIM FCSI

Diversified globally and extremely well-managed. This gives you a basket of really strong global assets. They will benefit from pension funds and governments that want to own solid vehicles. Their record of acquisitions has been very conservative. Cash flow continues to increase. Yield of 1.29%.

Price:
$54.050
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2014-10-28 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Mike S. Newton, CIM FCSI

Believes this company is reporting tonight. They have the hepatitis C drug, followed by a newer version. The 2nd version is selling like crazy within 95%-99% success rate. Making $25 billion in revenue. Very strong name. This is one that you should pick at. Maybe 1% today, watch the earnings tonight, and then do the other half tomorrow.

Price:
$113.450
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2014-10-28 TOP PICK United-Parcel-Services
UPS-N
Brooke Thackray

The seasonal period is from October 10th to December 8th. This trade has worked 93% of the time and produced an average return of 8.1% since 2000. You don't want to wait until Christmas to exit; you want to get out before. Right at the peak when the whole delivery system occurs, around December 8th.

Price:
$102.900
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
No
2014-10-28 TOP PICK SPDR-Industrial-E.T.F.
XLI-N
Brooke Thackray

This never really blows away the S&P 500, but it beats it on enough of a basis that it makes sense to do a trade. Typically you would get in now and hold it until at least the end of the year. From October 28th to the end of the year, it is up about 88% of the time, and has produced a 6% average return from 1990 to 2013.

Price:
$54.640
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-28 TOP PICK SPDR-Retail-ETF
XRT-N
Brooke Thackray

This is a retail ETF. Well diversified by holding approximately 1% in each of the retail companies. This is the time of year when you want to be in retail stocks, because the big event for retail is Black Friday, and you want to be in about a month ahead of time, and you want to Sell at about that time. Last year the retail sector underperformed right after Black Friday.

Price:
$87.400
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-27 TOP PICK Great-Canadian-Gaming-Corp
GC-T
Peter Hodson

Does not get a lot of attention.  16-17 casinos in Western Canada.  Earnings up more than 50% last quarter.  Great moves on the capital structure side.  They did a lot of share buybacks because they have too much cash flow.  In BC it is a regulated industry.

Price:
$19.100
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
UNKNOWN
Owned:
No
2014-10-27 TOP PICK Inter-Pipeline
IPL-T
Peter Brieger

Several criteria for tonight’s Top Picks are for solid assured cash flow growth and subsequent growth in distributions. There have been both with this company. This is basically a business that is involved with Take & Pay contracts for a major part of the business, or cost of service plus. Given the business that they have currently on the books, you are going to see a major increase in cash flow per share of about $1.40, and probably see 30% of that added to the current distribution. Feels the pipeline business in Canada is a growth business. Very good value. Yield of 3.68%.

Price:
$35.060
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-27 TOP PICK Precision-Drilling
PD-T
Peter Brieger

Sees upside of nearly 70%. This is one of North America’s leading drillers. They are really 2 separate businesses in Canada. The drilling associated with the potential LNG pipelines along with the rest of the western sedimentary basin. Rigs required to drill for LNG are very much more sophisticated than traditional. Yield of 3.07%.

Price:
$9.130
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-27 TOP PICK Toronto-Dominion
TD-T
Peter Brieger

(A Top Pick Oct 21/13. Up 20.82%.)  His favourite bank globally. Have had a great growth record in North America, and he thinks that will continue. Yield of 3.46%.

Price:
$54.200
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-27 TOP PICK Trimac-Transportation
TMA-T
Peter Hodson

11 or 12 times earnings and growth rate in the past was 50%.  Will benefit from better oil prices.  Business good.  Lots of repeat business.  50% owned by management.  Dividend is 4% with room to raise it.  Could be an acquisition candidate.

Price:
$7.010
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2014-10-27 TOP PICK Exco-Technologies
XTC-T
Peter Hodson

Products to the automotive industry.  Just won contracts in Germany.  Very well run company that flies under the radar screen.  They are doing so much better than the industry that they should get a better multiple than the industry.  Management owns a lot of stock.  Raised dividend not that long ago.

Price:
$10.250
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2014-10-24 TOP PICK Constellation-Software-Inc.
CSU-T
Jason Donville

(A Top Pick Oct 18/13. Up 61.96%.) His target price for the end of 2015 is $400. They are the best allocators. Have a strong balance sheet. If you are only going to own one stock in Canada right now, this would be it. Trading at 16.5X 2015 earnings, and is growing at 30% a year.

Price:
$295.590
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-24 TOP PICK Cipher-Pharmaceuticals-Inc.
DND-T
Jason Donville

We are in an environment right now where pharmaceutical companies are very hot commodities. You either have to acquire things or you have to be acquired. This company is attractive in both respects. Have a great lead drug for teenage acne which is doing very well. Also, have a lot of cash. This could simultaneously be a very attractive acquisition or they could turn around and use that cash to buy other things in their product offering. They have a lot of options right now. His guess is that we are going to get reconciliation one way or another in the next six months. They are either going to buy a bunch of stuff or going to get a big pop in their rating or get taken out by somebody at a higher price. Trading at 13X earnings with about a 35% ROE.

Price:
$11.600
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-24 TOP PICK Firstservice-Corp
FSV-T
James Telfser

Considers this as an anchor in financial services. Huge amount of recurring revenue from a lot of their brands. They manage residential buildings as well as owning a lot of interesting businesses. The crown jewel for them is their Colliers brand, which is selling businesses, but also managing portfolios of commercial buildings. This business has been growing in the low double-digits, and he expects it to continue. Margins have been growing. Dividend yield of 0.72%. A company that you can hold for many years and be rewarded.

Price:
$62.620
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-10-24 TOP PICK CGI-Group--A-
GIB.A-T
Jason Donville

The long-term on this company is that every year it has 20% ROE. Trades at 9.9X 2015 earnings. Well-managed and throws off a lot of cash flow. They buy back their stock. He is pretty comfortable that it will be 20% higher. It should be $8 higher in year’s time.

Price:
$37.470
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-24 TOP PICK New-Flyer-Industries-Inc.
NFI-T
James Telfser

Bus manufacturing. An interesting business that is quite stable. They sell a ton of buses into the US. The US has been making more and more money as the economy improves, and municipalities/states have been buying more buses. Likes the shift they are making into making acquisitions. Have bought a couple of companies over the last few years, including parts makers, and are getting to be a much more reasonable player in the after parts market business. EBITDA per unit, in this last quarter, blew analysts’ expectations away. Dividend yield of 4.55%.

Price:
$13.100
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-10-24 TOP PICK Sandvine-Corp.
SVC-T
James Telfser

Believes in their revenue growth story. This deep packet inspection, in being able to charge for different areas of your mobility and data plans, will ultimately benefit them down the road. Companies like Netflix or HBO will want to offer some kind of services, where they can pay for your data usage on those plans. World class products. 10% of their sales in the last quarter were from IBM (IBM-N). At these levels, your downside risk is very limited.

Price:
$2.780
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-10-23 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Greg Newman

(A Top Pick Oct 2/13. 45.6%.) This is an interest-rate call. Also, based on the view that markets are not going to be easy over the next 12 months as they were over the last 12. This is a power/utility, a kind of gentle place to be. Yet they've got 30% adjusted earnings growth that he models over the next couple of years. Cheap at 8X versus its peers of around 7.7. He models a 10% dividend growth over the next couple of years. Dividend yield of 4.39%.

Price:
$8.890
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2014-10-23 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Bill Harris, CFA

Take advantage of this oil price selloff to pick this up.  Throws out an incredible wall of cash.  4 years out it will be extraordinary.

Price:
$39.550
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
Yes
2014-10-23 TOP PICK Enbridge
ENB-T
Greg Newman

The view was that falling oil would mean less Alberta production. To really impact their growth visibility you're going to have to have enormous change in Alberta production. For that you probably need $60 oil. He sees EPS growth of 12% for the next 5 years. Low payout ratio of 43%, so they have plenty of room to revisit their dividend policy, which they might. There is a lot of growth coming from drop-downs. Their earnings are exceptionally high quality. Yield of 2.67%.

Price:
$52.370
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2014-10-23 TOP PICK Gear-Energy
GXE-T
Bill Harris, CFA

Looks like it can grow 20% organically. Great operating numbers.  3 times next year’s cash flow.  The heavy oil price is still sticking in. 

Price:
$4.230
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
Yes
2014-10-23 TOP PICK Magna-Int-l.--A-
MG-T
Greg Newman

He sees 23% earnings-per-share growth and 11% free cash flow growth over the next couple of years. Has modeled them buying back almost 13% of their float over the next couple of years. Q2 was a beat. Margins are improving. There is a European story, but he is somewhat constructive that Europe will make it work. Cheaper than its peers. Yield of 1.56%.

Price:
$106.310
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2014-10-23 TOP PICK Roxgold-Inc
ROG-X
Bill Harris, CFA

He always likes to be in the gold space, but it has been hard recently.  This is a great way to stay invested in the space. These guys have raised their money and should have the mine in production within 18 months.

Price:
$0.700
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
Yes
2014-10-22 TOP PICK Concordia-Healthcare
CXR-T
Bruce Campbell (2)

Management team has pretty well done everything that they said they would. They continue to drive the numbers. There is probably more in it from an acquisition standpoint. Has a small dividend as well. Trading at 28X earnings, which is not cheap, but is growing at a fairly significant rate, and that ratio will come down over time.

Price:
$39.480
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-10-22 TOP PICK Patient-Home-Monitoring
PHM-X
Bruce Campbell (2)

This is a great business. They have been growing by acquisition, but even better they have been growing even stronger organically. Have great growth and great bottom line. A stock that he thinks will continue to grow. They don’t have much competition from an acquisition standpoint. They buy small operators, and merge them into their business, allowing them to cross sell and generate a lot of organic growth.

Price:
$0.430
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-10-22 TOP PICK SLYCE-Inc.
SLC-X
Bruce Campbell (2)

Very, very neat technology. It basically identifies certain items. For example if you see a sink that you like, you take a picture of it which immediately brings up the retailer and the price, and you can buy it immediately. They are getting paid on a number of differetnt avenues.

Price:
$0.710
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-10-21 TOP PICK Callidus-Capital-Corp
CBL-T
Jerome Hass

Long. A Pairs trade with a Short on Laurentian Bank (LB-T). This is an asset based lender, which he feels is an underserved niche in Canada. Although the big banks have them, it’s not something they really embrace. They don’t like high risk lending. An attractive growth story.

Price:
$20.770
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
2014-10-21 TOP PICK Catamaran-Corp
CCT-T
John Zechner

This is just a good growth story in healthcare management. Basically going online to manage all your pharmacies and health care needs. Obama care is driving everything to these private and public exchanges these guys own. Have been kicking out excess cash flow which has been used to make acquisitions. You are getting all of this for about a 20 multiple.

Price:
$46.800
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-21 TOP PICK Cineplex-Inc
CGX-T
Jerome Hass

Short. They have a 77% market share in Canada, so there is not much scope for them to grow by acquisition. This was the worst summer in North American cinemas in 17 years on an inflation adjusted basis. Thinks they are going to have some issues in their Q3 numbers. When attendance goes down 13%, it is going to have a big impact on profitability. There are also longer-term structural issues that they face. Netflix is competing against them. There is going to be Pick & Pay on cable TV. There was a recent announcement that HBO is going to have direct offering, so Netflix is looking to bypass some movies. Yield of 3.6%. Valuation is at 30X earnings and 13.5X EBITDA, which to him is very expensive.

Price:
$41.330
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
2014-10-21 TOP PICK Currency-Exchange-Intl.
CXI-T
Jerome Hass

This is a name that he has held since the IPO. It is a great core holding. They are a wholesaler of foreign exchange, so they provide physical currencies to any financial institution. They are in the supply and logistics business. Likes this as a low risk business. Feels they are going to be growing at about 30%. Have applied for a bank license, which would be a catalyst for them in terms of both marketing and improving profitability. Has a lot of growth potential.

Price:
$16.500
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
2014-10-21 TOP PICK Google
GOOGL-Q
John Zechner

Some people were disappointed with the earnings last week, but he still thinks this company is better positioned than almost anybody at technology. People keep forgetting that they own the Android operating system, the most powerful OS and the one that is running better than 70% of the global cell phones right now. At some point they are going to monetize that. They own search, and when he looks at where data and data management is going, he feels they have tremendous value. Making very good acquisitions. You get all of this for about a market multiple or a little bit more.

Price:
$538.030
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-21 TOP PICK Laurentian-Bank
LB-T
Jerome Hass

Short. A Pairs trade going Long on Callidus Capital (CBL-T). He put this one on just to hedge some financial risk. Nothing against the bank, it’s just that they have the smallest capital markets group, so if markets go up, this is the least likely to participate. It also takes off some market risk for him.

Price:
$49.360
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
2014-10-21 TOP PICK Trinidad-Drilling-Ltd
TDG-T
John Zechner

Stock has dropped 40%. There was a bit of an earning’s miss last quarter, but it was very explainable as they were in the process of moving some rigs to new locations. They have tremendous growth, especially with their joint venture they have with Halliburton on a global basis for deep rigs. Dividend yield of 2.63%.

Price:
$7.610
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-20 TOP PICK Bank-of-Nova-Scotia
BNS-T
David Baskin

A laggard.  It is difficult for Canadian banks to grow so each has its strategy.  It is in Mexico, Chili and others.  ROE is very high and dividend is attractive.

Price:
$67.270
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-10-20 TOP PICK Empire-Company--A-
EMP.A-T
Chris Hensen

Just purchased Safeway.  Control close to 20% of grocery business in Canada as well as owning Crombie REIT (CRR.UN-T).  They compounded share growth at 10% over the last 10 years. 

Price:
$75.040
Subject:
NORTH AMERICAN
Bias:
SELECTIVELY BULLISH
Owned:
Yes
2014-10-20 TOP PICK Moody-s-Corp.
MCO-N
Chris Hensen

Credit/debt rating agency.  Control close to 40% of the market.  You can’t issue debt without a rating.  A lot of their revenues are recurring in nature.  They buy back stock as well.

Price:
$91.490
Subject:
NORTH AMERICAN
Bias:
SELECTIVELY BULLISH
Owned:
Yes
2014-10-20 TOP PICK Magna-Int-l.--A-
MG-T
David Baskin

Bought some today.  It is down significantly over the last 7 weeks.  He knew there were going to be a lot of cars sold and therefore a lot of car parts.  There are another 2-3 years of good growth in North America in the auto industry and then after that it will repeat in Europe.  A PE of 10 so it is a perfect value stock.  Earnings growth exceeded the growth in the stock.

Price:
$101.140
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-10-20 TOP PICK MTY-Food-Group
MTY-T
Chris Hensen

Has been around for a long time.  They are Thai Express, Mr. Sub, Jugo Juice and Extreme Pita.  They have close to 30 brands in their portfolio.  They have done a fantastic job growing the business.  He sees this as a tremendous opportunity.  They can double their revenues in the next 7 years as they roll out into the US.

Price:
$28.970
Subject:
NORTH AMERICAN
Bias:
SELECTIVELY BULLISH
Owned:
Yes
2014-10-20 TOP PICK Trans-Canada-Corp
TRP-T
David Baskin

Keystone XL does not matter anymore.  Growth of the company will happen inside Canada.  They may spin out their power generating assets and release value.  This is a dividend grower. 

Price:
$53.540
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-10-17 TOP PICK Ikkuma-Resources
IKM-X
James Hodgins

They did a share consolidation.  It is trading ridiculously cheap here.  TD is estimating 80 cents of cash flow next year.  Great balance sheet and good growth.

Price:
$1.740
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
UNKNOWN
Owned:
Yes
2014-10-17 TOP PICK Merus-Labs-International
MSL-T
James Hodgins

(Top Pick Sept 30/13, Up 5.71%) The new CEO is better than the prior.  They have expanded the drug base to 3 in the portfolio.  The new CEO will be much more aggressive at growing the portfolio of drugs from 3 to 6 next year to 12 the following year.  It is ridiculously cheap.Thinks you will see a double in the next while.

Price:
$1.480
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
UNKNOWN
Owned:
Yes
2014-10-17 TOP PICK The-Score-Inc.
SCR-X
James Hodgins

The application for the phone is just so slick.  People also check the app for movement in the odds.  Their growth is accelerating.  Up 151% year over year.  They are just getting to the point where the size of audience is starting to kick in to attract very big advertisers.

Price:
$0.350
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
UNKNOWN
Owned:
Yes
2014-10-17 TOP PICK Spartan-Energy-Corp
SPE-T
Eric Nuttall

Best prospects of any North American oil company.  This is part of a flight to quality.  They have so little debt.  They have a seven year inventory of wells.  There is a possibility they could be a full year ahead of their production success. Can grow cash flow at 29%.  They could massively surprise to the upside if the remainder of their drilling program come in as expected.  Strong balance sheet.

Price:
$3.180
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-10-17 TOP PICK Torc-Oil--and--Gas-Ltd
TOG-T
Eric Nuttall

(Top Pick Sep 25/13, Up 46.03%) He bought last week. Nothing has changed fundamentally except for the recent correction.  This is the one in the list of most safe.  Clean balance sheet and plenty of plays.  Management team owns a lot of the company and can surprise to the upside.  They have not bought a lot of other assets. but if share price goes up they could do some wildly accretive acquisitions.  A light oil name.  Was buying two to three days ago.

Price:
$11.500
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-10-17 TOP PICK Whitecap-Resources
WCP-T
Eric Nuttall

Will see some early money.  Dividend is one of the most sustainable dividends.  At $80 oil can grow production by 15%.  Their balance sheet is very under levered.  They have low decline.  They can bring on production very efficiently.  CEO and directors are buying stock actively.

Price:
$14.890
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-10-16 TOP PICK Artis-Real-Estate-Investment-Trust
AX.UN-T
Michael Missaghie

Large proportion (20%) of their assets are in the US and the rest in the four western Canadian provinces.  Took advantage of very open capital markets to grow its portfolio on the asset side accretively.  They brought down the payout ratio and the leverage.  The distribution is over 7%.  Thinks the NAV is approximately $17.

Price:
$15.130
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-16 TOP PICK CVS-Health
CVS-N
Stan Wong

Feels it is important to stick with names that have high US revenues, and this one has 100% of its revenues from the US. The largest healthcare provider in the US. They are going to benefit from an aging US population, an increase in generic drugs and an increase in growth in specialty prescription drugs. Trading at 17X Forward Earnings and has a 14%-15% growth rate. A pretty cheap 1.2%X PEG ratio relative to the other consumer staple names.

Price:
$78.810
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 60 of 20,141 entries
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