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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-07-23 TOP PICK PrairieSky-Royalty
PSK-T
Martin Davies

There are different kinds of royalty streams.  Theirs come from surface to basement royalties that extend over a tremendous section of the country.  It provides certainty for companies with a drilling plan.  Their margins are excellent.

Price:
$27.940
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2015-07-23 TOP PICK Global-X-Silver-Miners
SIL-N
Don Vialoux

This holds a basket of silver producers. Do not buy this before the end of this month, because the silver producers are going to be reporting horrendous 2nd quarter results. Wait until the sector show signs of bottoming. This could be a very good trade from around the end of this month right through until around the beginning of October.

Price:
$6.550
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2015-07-23 TOP PICK Global-X-Fertilizers-ETF
SOIL-N
Don Vialoux

This is a basket of fertilizer stocks, and an easy way to play the fertilizer sector. Seasonal strength starts around the beginning of July and moves very strongly until around the middle to the end of September. This is followed by a little bit of a dip followed by a very, very strong move right through until the 1st week in January. The earnings for the sector have been really bad and have been trending down for the last couple of years. For the 1st quarter, in the last couple of years, earnings for the fertilizer sector is going to turn positive and earnings on a year over year basis are expected to be up about 15%.

Price:
$11.219
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2015-07-22 TOP PICK DH-Corporation
DH-T
Allan Meyer

One of the companies that was able to make the transition from the old type of technology. They are now considered more like a financial services tech company. Made an acquisition using the cash they had as well as some debt. Still have a reasonable amount of debt to equity. Still thinks it has momentum behind it. Yield of 3.09%.

Price:
$41.550
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-22 TOP PICK Priceline.com-Inc.
PCLN-Q
Gordon Reid

An online site for booking travel and they have hundreds of thousands of relationships with hotels globally. Last quarter they grew international bookings at 29% year-over-year. It is still growing extremely robustly. Currently trading at about 18X this year’s earnings. He is expecting $65 of earnings per share this year.

Price:
$1233.970
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2015-07-22 TOP PICK Richelieu-Hardware
RCH-T
Allan Meyer

Not really a hardware store, but they supply hardware to various things. Import a lot and manufacture and distribute specialty hardware. It does have free cash flow and net cash on the balance sheet. Strong balance sheet. Dividend yield of 0.83%.

Price:
$66.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-22 TOP PICK Toll-Brothers-Inc.
TOL-N
Gordon Reid

One of the luxury builders in US housing. They have pricing power and are still coming off the 2008 problem and are getting volume increases. They have secured about 8 years’ inventory of land. Household formations are running at about 1 million a year, and historically they have run at about 50% higher.

Price:
$38.770
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2015-07-22 TOP PICK Visa-Inc.
V-N
Gordon Reid

A transaction company and transactions are growing internationally at 10%+, domestically and in Canada in the high single digits. They are able to grow their earnings at the 18%-20% annual rate. Not an inexpensive stock, but certainly the growth supports the valuation. Have a couple of things coming up that are exciting. They have the Olympics in Brazil as well as FIFA in Brazil. Both of those are sponsored by this company, and there is always a very big uptick in terms of transaction growth when advertise through these mediums. Dividend yield of 0.67%.

Price:
$71.970
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2015-07-22 TOP PICK Winpak-Ltd.
WPK-T
Allan Meyer

Has a wide variety of packaging stuff and are also into the pharmaceuticals as well. This has been one of the best performing stocks that he has owned. Management owns over 50% of the shares. Dividend yield of 0.28%.

Price:
$43.550
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-21 TOP PICK BCE-Inc.
BCE-T
Hap (Robert) Sneddon FCSI

 

Full disclosure: BCE is the parent of their network. He feels that BCE represents a really good buying opportunity. Lows are in place for the last 6 months. Thinks it is a good risk reward. If it gets above $56.00 it looks very intriguing. Target is in the low $70's. Could also look at buying Telus and AT&T, but thinks BCE is more interesting because it offers a full compliment of services.

Price:
$53.510
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-07-21 TOP PICK Emera-Inc
EMA-T
Hap (Robert) Sneddon FCSI

Had it, but sold it. They like it because it had the strongest bounce back that they saw in June. They think it is really interesting. They recently bought it again. Good name. Fantastic balance sheet. They have really good benefits if the US dollar continues to strengthens against the Canadian dollar. Thinks the investors will be rewarded. Better quality, low payout. 20% return over the next year plus the dividend is reasonable.

Price:
$42.300
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-07-21 TOP PICK Magna-Int-l.--A-
MG-T
Barry Schwartz

Thinks the auto market globally is going to continue to grow. We have low interest rates, old car fleets and demand from emerging markets. Thinks the company made a shrewd acquisition in Europe to get exposure in Asia. Dividend yield of 1.56%.

Price:
$70.260
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-21 TOP PICK National-Bank-of-Canada
NA-T
Barry Schwartz

One of the cheapest Canadian banks of the big 6.  Has a valuation of 10X this year’s and 9X next year’s earnings. Dividend yield of 4.57%. He sees the dividend growing again in the 4th quarter. Canadian banks have much more value now than the American banks.

Price:
$45.550
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-21 TOP PICK Saputo-Inc.
SAP-T
Barry Schwartz

What he sees over the long-term is continuation of more acquisitions, more growth into new markets and a rising demand for more proteins globally. Asian economies love pizza and want all the types of food that we are eating, and he thinks that is a good thesis. They are generating a significant amount of free cash flow. The milk/cheese spread is not working in their favour. Sometimes it works for them and sometimes it doesn’t, but what they always do is use that excess cash flow and continue to be smart allocating it and growing shareholder value. Trading at 20X earnings. This company makes nonstop acquisitions and the milk/cheese spread can easily switch into their favour. Dividend yield of 1.75%.

Price:
$29.730
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-21 TOP PICK SPDR-Consumer-Staples-ETF
XLP-N
Hap (Robert) Sneddon FCSI

They really like this name. The whole space has been beaten up a little bit. But the whole space is looking good and making new highs. Really likes it. 10% upside from here plus the dividend.

Price:
$50.040
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
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