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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-07-25 TOP PICK American-Financial-Group-Inc.
AFG-N
Darren Sissons

Slow and steady. Not a sexy company. They insure horses, speedboats, commercial car fleets. Because they dominate small niches, they just tend to slowly move along and slowly increase the dividend. Good corporate governance and good risk management.

Price:
$58.020
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-07-25 TOP PICK BankUnited--Inc
BKU-N
Darren Sissons

(A Top Pick July 25/13. Up 10.77%.) This is post the global financial crisis and a bank that was effectively re-launched. Q1 capital ratio was around 30%. Exposed to the Florida and US market. Interest rates will take this higher and will be a tuck-in candidate at some point.

Price:
$32.280
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-07-25 TOP PICK Keppel-Corp-Ltd.
KEP-SP
Darren Sissons

The leader in the offshore oil rig market. The current big driver is going to be the ultra-deepwater market. Have a $14 billion backlog that gives them visibility up to 2019. Have increased the dividend for 23 consecutive years. Also, have a small property business that builds apartments across Southeast Asia. Good balance sheet and very good management.

Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-07-25 TOP PICK Spartan-Energy-Corp
SPE-T
Eric Nuttall

This is a “sleep easy” small cap growth story. Management owns 13%. In one of the best areas of oil production in Southeast Saskatchewan. Have consistently been drilling wells that have paybacks of less than a year. Because of their size, they can still make smaller acquisitions that are too big for larger companies. Their ability to add accretively is much higher than some others. By his estimation, they will be growing production next year by 49%, the highest of any oil company in Canada, and that is spending only 80% of the cash flow. Typically trades in a band of $3.80 and $4.20. They report in about 2 weeks, but doesn’t know if there will be any catalysts to get people really excited.

Price:
$4.040
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-07-25 TOP PICK Tourmaline-Oil-Corp
TOU-T
Eric Nuttall

(A Top Pick July 30/13. Up 33.13%.) His largest holding. A lot of natural gas stocks in the Montney have been unlocking a lot of value by getting better and better at drilling and containing the wells. A lot of this company’s wells are coming on stream at twice what they had budgeted. Thinks this has 40% upside from today’s levels, a $75 stock because their acreage just keeps getting better and better. They keep coming out with new plays. Have 10 years of high-grade inventory.

Price:
$52.650
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-07-25 TOP PICK Whitecap-Resources
WCP-T
Eric Nuttall

One of the most sustainable and attractive total return energy stocks in Canada. Spending less than 1X cash flow. They can grow production by 14%-15% plus pay their existing dividend. Because their wells have been so profitable, they are generating a ton of free cash flow. If they were to take just half of their free cash flow next year, and roll it into the dividend, they could increase it by 33%. Reporting on Aug 7th and he is hoping they increase their dividend by 5%-10%. Still trading at a discount multiple. Thinks it will be a $20 stock over the next year or so. Yield of 4.53%.

Price:
$16.630
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-07-24 TOP PICK Apple
AAPL-Q
David Burrows

Sometimes it is hard to stick with what is working.  Just about to release a new iPhone.  There is growth in the BRIC countries.  They have the watch device. There is a JV to provide enterprise services.  It is behaving very well and has strong dividend growth and strong free cash flow.  Great balance sheet.

Price:
$97.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-24 TOP PICK American-Axle--and--Mfg-Hldgs-Inc.
AXL-N
Gordon Reid

This was spun off from General Motors (GM-N) in 1994. Make drive line axles, primarily for trucks initially, but have moved into the car business. Most of the business historically has been with General Motors, but are now down to about 55% with GM, and are dealing with about 100 different customers. Growing their earnings at a fairly good clip of about 15% annually, but are only trading at 8 or 9 times earnings.

Price:
$19.230
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-07-24 TOP PICK Boeing
BA-N
Gordon Reid

This is a great story. It has visibility, which a lot of companies don’t. We are seeing a $377 billion backlog for 5200 commercial aircraft. They have the 787 Dream Liner. Trading at about 16X earnings. It is a captive market. Airlines need to buy new technology and new aircrafts because they are more fuel efficient.

Price:
$124.400
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-07-24 TOP PICK CVS-Corp.
CVS-N
Gordon Reid

A drugstore and a pharmacy benefit manager combined. The drugstore story is great because of the aging population plus the greater number of insured in the US. A lot of the business that is happening is generic, and the margins are much, much higher. Dividend yield of 1.39%.

Price:
$78.890
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-07-24 TOP PICK Concho-Resources
CXO-N
David Burrows

For every dollar in the ground they find 2.3 dollars of oil.  20-30% production growth and 8% reduction in production cost per year.  They have a lot of opportunity going forward.

Price:
$147.450
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-24 TOP PICK Walt-Disney
DIS-N
David Burrows

Media has been a real leader, but pulled back since March and is now moving forward again.  All businesses are firing on all cylinders.  Should grow 20% in each of the next three years.  A leading company in a leading sector.

Price:
$86.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-07-23 TOP PICK American-International-Group
AIG-N
Fabrice Taylor

Has done really well, but feels there is more room to go. At some point big institutions will come around and re-enter the stock. Trades at a big discount to Book. It could be liquidated today, and give every shareholder almost $70 a share. Should give you a decent return, not a huge one, but maybe 15%-20%. Yield of 0.91%.

Price:
$55.020
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2014-07-23 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Stan Wong

Has pulled back recently, so it’s a good time to add more shares. Feels energy prices will remain pretty firm. They just announced production guidance for 2014 that it is going to be higher. Will probably sustain their current levels based on economic movements and economic recovery, especially with geopolitical problems happening globally. 6.1% yield.

Price:
$45.290
Subject:
NORTH AMERICAN & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-23 TOP PICK Intertape-Polymer-Group
ITP-T
Fabrice Taylor

Rode the turnaround from $1.30 to $16 and sold his holdings. Stock got weak and went down to $13 or lower. They took their cash flow and increased the dividend by 50%. A conservative board and they wouldn’t have done that unless they were super confident about the future. Also, announced a share buyback of 2 million shares. This goes from being a turnaround story to a dividend story. Thinks that the last legs of the turnaround will produce enough cash to increase the dividend another 50% or more over the next couple of years. Stable, safe and well run.

Price:
$14.010
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
Showing 16 to 30 of 19,765 entries