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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-06-30 TOP PICK Premium-Brands-Holdings-Corp
PBH-T
Michael Smedley

He calls them the sandwich kings of Richmond BC. It is a big company now. Revenues are something like $1,250,000,000. They supply to the trade. Have a bit of a health kick to them. This is partly riding on the rising minimum wage situation in the US, causing a lot of outlets to reduce staff. Dividend yield of 4.3%.

Price:
$32.100
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-06-30 TOP PICK Stella-Jones-Inc.
SJ-T
Michael Smedley

This is into railway ties and utility poles, and has years and years ahead in those areas. Dividend yield of 0.77%.

Price:
$41.520
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-06-30 TOP PICK Tucows-Inc
TCX-Q
Jason Donville

Essentially the GoDaddy.com of Canada. Have been around since the early 90s back in the days when you had an Internet service provider, and the ISPs have all gone with this company. Another high compounding stock. ROE is about 29%. Trades both in Canada and US. It is liquid in the US, but not very liquid in Canada, so try to buy the stock in the US. Has a huge amount of excess cash flow, so they are continuously buying back their stock.

Price:
$27.850
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2015-06-29 TOP PICK Cargojet-Inc
CJT-T
Michael Simpson, CFA

The number one air cargo provider in Canada.  They do a great job of moving packages and goods every night.  Large contracts with Canada Post and UPS.  Their business is more contractual rather than spot and when investors recognize this they will do well.

Price:
$26.600
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-06-29 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Richard Croft

Covered Call. This company is a choppier oil company in the energy sector and has very high premiums. The stock was $34 today. You write the $34 Call and you pick up over $3 for January. A seven-month return is about 8.86%, not counting dividends. If it rises, you are not going to get the upside, but you are going to get the 8.86% over 7 months. If it declines, you have production all the way down to $31 a share, and he would simply write another Call in January.

Price:
$33.760
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
No
2015-06-29 TOP PICK Discovery-Communications-Inc
DISCB-Q
Michael Simpson, CFA

European broad pass for all forms of Olympic coverage.  3 billion subscribers in 20 countries.  No dividend, but they could pay one.  It could even get acquired.  Investors are concerned about US advertising.  They have upcoming negotiations with Comcast.  He thinks they will secure rights for many forms of distribution.

Price:
$33.960
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-06-29 TOP PICK Magna-Int-l.--A-
MG-T
Michael Simpson, CFA

Good exposure in Europe.  10 times earnings and 6 times cash flow.  22%, 5 year dividend growth rate.  Well managed company and more room for them to add content to car manufacturers.  Thinks we are in the 5th inning of the auto cycle.

Price:
$68.930
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-06-29 TOP PICK SPDR-Health-Care-E.T.F.
XLV-N
Richard Croft

The healthcare sector should probably be one of your core sectors holdings and you can hold this for the long-term. It is a play on major US healthcare providers. There is going to be continued consolidation in the sector, because margins will be squeezed.

Price:
$74.150
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
No
2015-06-29 TOP PICK BMO-Equal-Weight-US-Banks-ETF
ZBK-T
Richard Croft

Not hedged, but you could use BMO Equal Weight US Banks Hedged to CAD (ZUB-T). This is your choice. The thesis is that as interest rates start humping up, you want to be in the banking sector as their margins will improve. As margins improve, credit quality gets better. Thinks the economy is stronger than a lot of people think, and that the banks are going to lead that.

Price:
$18.680
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
No
2015-06-26 TOP PICK Enbridge-Income-Fund-Holdings
ENF-T
David Cockfield

He has been selling ENB-T and buying this.  They are predicting a 10% increase in the dividend in September and possibly another in December.  He bought it for the yield.  It’s not going to be exciting, but it will be a safe, stable investment.

Price:
$35.110
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-06-26 TOP PICK iShares-N.A.-Technology-ETF
IGM-N
David Cockfield

You get US exposure and are able to participate in the Technology area.  It is relatively safe and you get a kicker out of the US dollar which he thinks will be strong for the next 6 to 9 months.

Price:
$105.720
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-06-26 TOP PICK Mirasol-Resources
MRZ-X
Brent Cook

(A Top Pick March 4/14. Down 45.96%.) Very cheap. Have a market cap of $38 million and $21 million in cash. Have a very strong joint venture with Yamana Gold (YRI-T) on a project in Chile. Management is one of the best explorationists out there.

Price:
$0.900
Subject:
JUNIOR EXPLORATION
Bias:
BEARISH
Owned:
Yes
2015-06-26 TOP PICK Pilot-Gold
PLG-T
Brent Cook

Likes management. Note that there is nothing immediately happening. It’s not something to chase, but just accumulate over the summer. Turkey is not bad at all, it is a democratic system. Their mining code is working. He thinks they have permitted 10 mines in 10 years. This company is technically very, very competent. Sitting on $15 million. They have one discovery that they made, which they have 40% of. The TV Tower project is multiple centres of mineralization, copper, copper/gold, silver. They are just now getting the opportunity of drilling it like they should, so he likes the potential there.

Price:
$0.620
Subject:
JUNIOR EXPLORATION
Bias:
BEARISH
Owned:
Yes
2015-06-26 TOP PICK Reservoir-Minerals
RMC-X
Brent Cook

A great group. Have about $30 million in cash, that will last them 5 years at the rate they spend it. Have a joint venture with Freeport and made a discovery of a high grade, high sulfidation copper/gold system, and basically have 65 million tons of 2.1% copper and 1.2 g of gold. Very rich and very economic. Freeport is looking for that plus the portion that comes down below it, which should be. They’ve done a lot of to deep drilling and there are 4 rigs on site right now.

Price:
$4.360
Subject:
JUNIOR EXPLORATION
Bias:
BEARISH
Owned:
Yes
2015-06-26 TOP PICK BMO-Low-Volatility-Cdn-Eqty-ETF
ZLB-T
David Cockfield

If you don’t know what the market is going to do this has the upside, but gives you some protection.  It is an anchor in your portfolio.  Approximately a 2% yield.  Over three years it outperformed the TSX because of a lack of energy exposure.

Price:
$26.850
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
Showing 16 to 30 of 21,133 entries