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

Recent Top Picks

Date Signal Company Expert Opinion Price
2016-02-02 TOP PICK Alaris-Royalty
AD-T
Alex Ruus

Royalties of income streams from non-resource companies. The beauty is that it has the appeal of the royalty type structure, but in a non-resource setting. Has had its biggest pullback in a long, long time. Have about a 75% payout ratio, so the dividend is very, very safe. Trading at 13X this year’s earnings and 10X 2017 earnings with about a 7% free cash flow yield. Dividend yield of 6.8%.

Price:
$23.820
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-02-02 TOP PICK Anthem-Inc
ANTM-N
Alex Ruus

One of the 2 biggest health insurers in the US. A great business that has done really well. Stock has pulled back despite the earnings. The dividend continues to grow. Trading at 11X this year’s earnings and 10X next year’s. This is a Buy Back machine having reduced shares outstanding by 57% in the last 9 years. Dividend yield of 1.97%.

Price:
$127.010
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-02-02 TOP PICK CASH
CASH
Keith Richards

Sell on the rallies and raise cash. Believes we are in an interim bear market.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Yes
2016-02-02 TOP PICK CurrencyShares-Euro-Trust
FXE-N
Keith Richards

This tracks the euro versus the US$. Technically this is basing. He likes to see stuff that has had a fall and is now starting to form a base. That is usually the beginning of what could be a positive move. There is also a little bit of “fundamental” in this play as well. He has taken a half position to start. If the Fed becomes a little more dovish than they implied in late 2015, the US$ might just pull back a little bit. Meanwhile the euro might be a little bit on an upswing. Thinks the euro is an OK place as a safe haven, at least for the short term if this market continues to act erratically.

Price:
$106.790
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Yes
2016-02-02 TOP PICK Microsoft
MSFT-Q
Alex Ruus

One of the world’s largest software companies and now an emerging global leader in Web services. Trading at 17X earnings. $7 a share in cash on the balance sheet. Dividend yield of 2.72%.

Price:
$53.000
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-02-02 TOP PICK iShares-S-and-P-TSX-Global-Gold
XGD-T
Keith Richards

Tracks gold stocks on the TSX. The chart shows a little bit of a base that seems to be happening. He is looking for a possible break out. Producers have been lagging the actual commodity, and he is wondering if there might be some catch up. Doesn’t own this yet but is showing what he is interested in buying and will possibly buy in the next week or so.

Price:
$8.840
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
No
2016-02-01 TOP PICK AGT-Food--and--Ingredients
AGT-T
Brendan Caldwell

Beans.  Formerly alliance grain traders.  He has liked food for some time.  There is a surging worldwide demand for beans as an alternative to meat.  We are the leaders in distributing and manufacturing beans through AGT-T.  Turkish and Indian crops have not been good this year.  It has a fair amount of momentum here.  The low Canadian dollar benefits them.

Price:
$35.340
Subject:
CANADIAN VALUE
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2016-02-01 TOP PICK Clearwater-Seafoods-Inc.-
CLR-T
Brendan Caldwell

It already has so many quotas that have been put in place.  They just acquired a Scottish player that is distributing to Europeans.  The low Canadian dollar benefits them.

Price:
$11.570
Subject:
CANADIAN VALUE
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2016-02-01 TOP PICK Canadian-National-R.R.
CNR-T
Hank Cunningham

2.8% bond maturing Sept 22/25 at $102. He is all for quality these days and this is a solid single A credit that has zero problems on the credit side. There are very few of these kinds of bonds in Canada.

Price:
$74.450
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2016-02-01 TOP PICK Transalta-Corp
TA-T
Hank Cunningham

6.4% bond maturing Nov 18/19 at $96. The yield to maturity is 7.63%, which is still an investment grade bond. It was rated as a BBB minus, but Moody’s downgraded it to one notch below investment grade late last year, and their bonds have fallen by about 15 points. They have 2 bonds maturing between now and 2019. Their forecasts are for about $1 billion in EBITDA in the next 2 years.

Price:
$4.910
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2016-02-01 TOP PICK Uni-Select-Inc
UNS-T
Brendan Caldwell

A big distributor of automotive paint.  The opportunity in auto is in keeping the cars on the road. 

Price:
$61.750
Subject:
CANADIAN VALUE
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2016-02-01 TOP PICK iShares-US-High-Yield-Bond-Index-ETF
XHY-T
Hank Cunningham

(A Top Pick Feb 11/15. Down 10.5%.) This has been one of the worst years ever for the high-yield market. He has been in and out of this twice since his recommendation. This is nothing, but US high-yield bonds, and hedged back to the Cdn$. Well diversified both by maturity and credit. The yield to maturity is slightly under 9%.

Price:
$18.000
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2016-01-29 TOP PICK BCE-Inc.
BCE-T
David Cockfield

Has been one of our better performing stocks over the last couple of years, and has performed well in this kind of environment. They are fast on their feet and are spreading out into TV, sports, etc. They like increasing their dividend. Dividend yield of 4.6%.

Price:
$56.430
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-29 TOP PICK CASH
CASH
Kash Pashootan

He was at 25% cash in the 1st week of January, and is still sitting at that. Although there are days where the market rallies 1.5%-2%, he wouldn’t cheer too early. Thinks the volatility is going to continue. Cash on the sidelines gives you an opportunity to step in and buy.

Price:
$0.010
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2016-01-29 TOP PICK Constellation-Software-Inc.
CSU-T
Kash Pashootan

The challenge is that the stock just keeps going up and it is very difficult to find an entry point. It is now down about 15% since January, and is at an entry point that many have waited for. Their core business is niche acquisition strategy, so they are acquiring small software companies. The average acquisition size is about $3 million, and they are focusing on a space that the bigger players are not interested in.

Price:
$510.000
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
Showing 16 to 30 of 22,023 entries
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