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

Recent Top Picks

Date Signal Company Expert Opinion Price
2004-07-29 TOP PICK Alcan-Aluminum
AL-T (Dead)
David Baskin Aluminum prices are looking pretty good. Aluminum inventories are down and demand is up. Stock is very cheap at this time. Feels there is real significant cost savings in their acquisition in France. Price:
$53.430
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2004-07-29 TOP PICK Alcan-Aluminum
AL-T (Dead)
Gavin Graham The Pechene deal was very good. Spinning off the fabricated product side will be good. Like the outlook for aluminum. Price:
$53.430
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on ENERGY
Owned:
Yes
2004-07-29 TOP PICK Encana-Corp
ECA-T
Gavin Graham Its trading on 11 X earnings and 6 X cash flow. While other companies were reducing their reserve life, this company increase theirs. Tom Brown was a good acquisition in the US. Good management. Price:
$58.850
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on ENERGY
Owned:
Yes
2004-07-29 TOP PICK Lifetime-Hoan-Corp.
LCUT-Q
David Baskin Have had stellar growth, but is still quite a small company. Second-quarter earnings were not bad, but they warned on the next quarter's earnings the stock got shot down. A thinly traded stock. Speculative. Price:
$16.180
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2004-07-29 TOP PICK Onex-Corp
OCX-T
David Baskin Stock market has never liked this stock much. Their cash on hand + Celestica almost equals the stock price which means you get a whole bunch of other grab bag businesses for free including their management interest in their new private equity fund. Price:
$16.400
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2004-07-29 TOP PICK Power-Financial-Corp
PWF-T
Gavin Graham 2 1/2% dividend. A cheap way into the whole Investors Group/Great West Life. A consistent favorite. Price:
$29.300
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on ENERGY
Owned:
Yes
2004-07-28 TOP PICK A-Comment----General-Comments-From-an-Expert
A Commentary
Michael Smedley It to be interesting to see if the merger takes place. Expects the stock will rise in the future. Price:
$32.750
Subject:
CANADIAN LARGE
Bias:
BULL on ENERGY
Owned:
Yes
2004-07-28 TOP PICK Bank-of-Nova-Scotia
BNS-T
John Sinkins, CFA Likes the financial sector. Has a pretty steep yield curve and good credit quality. Margins for the banks should be good. Have made some good acquisitions and has a good product mix. Price:
$36.000
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2004-07-28 TOP PICK Intel
INTC-Q
John Sinkins, CFA Semiconductors were hit very hard. Trading at a 17 multiple. Economy is still growing. A cash machine. Good price. Could get a little cheaper. Price:
$23.460
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2004-07-28 TOP PICK MI-Developments-Inc.--A-
MIM.A-T (Dead)
Michael Smedley Very controversial, because they have just made a bid to take over the shares of another property management. Stock is selling and is down 30%. Price:
$30.020
Subject:
CANADIAN LARGE
Bias:
BULL on ENERGY
Owned:
Yes
2004-07-28 TOP PICK Pfizer-Inc
PFE-N
John Sinkins, CFA It has not been a good month for pharmaceuticals. US election is causing some uncertainty which has put some pressure on the stock. A world-class company. Good revenue growth. Looking at about 13 X 2005 earnings. Price:
$31.620
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2004-07-28 TOP PICK TSX-Group
X-T
Michael Smedley Good numbers. Raising the dividends. As volumes step up, the stock tends to get bought. Extremely well-run. A cash cow. Price:
$47.490
Subject:
CANADIAN LARGE
Bias:
BULL on ENERGY
Owned:
Yes
2004-07-27 TOP PICK Bank-of-Nova-Scotia
BNS-T
Mark Jackson, CFA All of the banks are generating significant amounts of excess capital. The Bank of Nova Scotia has the best opportunity to deploy their capital outside of the country, possibly in Asia. Expects they have a good strategy for this. Price:
$36.000
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2004-07-27 TOP PICK GenOn-Energy-Inc
GEN-N (Dead)
Mark Jackson, CFA In the late 90's, early 2000 there was a huge overcapacity built on the electrical generating side which is now starting to wind its way through the system so we are now getting a creep up of demand. Book value is almost double the share price. Price:
$9.650
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2004-07-27 TOP PICK IPSCO-Inc
IPS-T
Mark Jackson, CFA A cyclical play. The steel cycle still has another year left in it. Should be pretty strong for the next couple of quarters. This company is generating a significant amount of cash and is paying down debt. Cheap versus other commodity plays. Price:
$29.200
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 17,386 to 17,400 of 22,033 entries