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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-04-15 TOP PICK KKR--and--Co.-LP
KKR-N
Jennifer Radman

Their business is firing on all cylinders.  There was a pullback with the market.  They sell assets into the strong market, which allows them to collect their performance bonus.  The challenge will be investing in it, but with conservative return assumptions she gets pretty decent upside on it.  It also invests some of its own money in its investments and that contributes to the net asset value of the company.

Price:
$22.110
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-15 TOP PICK Kohl-s-Corp
KSS-N
Jennifer Radman

(Top Pick April 18’13, Up 17.83%) The whole group sold off because of the weather.  It’s a temporary issue.  They will be able to fire on all cylinders at some point then they get a re-rating.  A good entry point.  It seems to be the one that is being ignored.  They have tough competition, but she thinks they can compete.  At some point she thinks you will see everything firing and you will get a much higher share price.

Price:
$54.430
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-15 TOP PICK Varian-Medical-Systems
VAR-N
Jennifer Radman

Cancer rates are expected to increase across the world as the population ages.  The issue had been slow growth in the US, but she thought it was the shifting of the healthcare system.  Last quarter we saw an uptick.  They are also now selling their machines into developing markets.  A lot of room for growth here.

Price:
$82.060
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-15 TOP PICK SPDR-Consumer-Staples-ETF
XLP-N
Keith Richards

This is a seasonal play. Staples tend to do better over the summer. Also, from a technical perspective, it doesn’t look too bad. Chart is just starting to see a breakout right now of the highs of 2013. Thinks this will be a good position to hold for the next 3-6 months.

Price:
$43.200
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2014-04-14 TOP PICK Apple
AAPL-Q
John O'Connell, CFA

He is excited that there are new products later this year that will move the needle.  IPhone 6, for example.  IPhone watch is going to come out.  It will be popular.  New Ipads and new Macbook.  Technology in the phone will become an important part of payment technology.

Price:
$521.680
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-14 TOP PICK CASH
CASH
Josef Schachter

Keep 20-25% cash in oil weighted part of portfolio.  We could have a 20-30% correction.  There will be another great buying opportunity soon.

Price:
$0.010
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2014-04-14 TOP PICK Google
GOOGL-Q
John O'Connell, CFA

The voting shares.  You should always own the voting shares.  They don’t want control to fall to someone in the marketplace if one of the top guys dies.  A great company.

Price:
$548.700
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-14 TOP PICK Long-Run-Exploration
LRE-T
Josef Schachter

(Top Pick May 21/13, Up 31.81%) They made another acquisition last week.  They went into a dividend model, but they aren’t paying out that much of their cash flow.  50% Nat Gas.  Raised their dividend to 7.44% late last year and he thinks the dividend could be increased again in 2015.

Price:
$5.440
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2014-04-14 TOP PICK Sterling-Resources
SLG-X
Josef Schachter

He owned it in the past.  Significant discovery in the UK north sea in 2010.  Then he felt there would be delays and recommended selling it.  In Q4 2013 they brought it online.  They get a rig to start with this month.  Under 2 times cash flow.  Another field comes on Q2, 2015.  The management is on a road show this week in Canada.

Price:
$0.720
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
No
2014-04-14 TOP PICK Spartan-Energy-Corp
SPE-X
John O'Connell, CFA

Picking off companies that pay out too much in dividends.  It is fairly valued to modestly cheap.  Lots of low hanging fruit.  They are going to create shareholder value. 

Price:
$3.870
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-11 TOP PICK Canyon-Services-Group
FRC-T
Martin Davies

They frack oil and gas reservoirs extremely well and in Canada.  Squeaky clean balance sheet.  Pays a nice dividend.  We had a falling off of utilization rates in 2013.  They were also dragged down with problems of Trican.  They then weaseled into some new work with Progress in Northeast BC.  Massive operational efficiencies with this company. 

Price:
$14.020
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-04-11 TOP PICK Tourmaline-Oil-Corp
TOU-T
Martin Davies

Cash flow is going to double this year.  That is huge.  They have found new ways to tweak old reservoirs through pad drilling, new science, and fracking.  They are targeting formations where there is a lot of condensate which is very valuable.  This company has a growing production from condensate.  Only 10 times cash flow.  It is cheap.

Price:
$54.520
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-04-11 TOP PICK Whitecap-Resources
WCP-T
Martin Davies

A yield company.  Very, very sharp at clever acquisitions.  They just purchased an imperial oil asset and now can grow at a very good rate.  5.1% yield.

Price:
$13.230
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-04-10 TOP PICK Apple
AAPL-Q
Don Lato

Valuation is still compelling.  The big knock lately was no new products.  But with an increased R&D budget for the last several years and the greatest engineering team in the world, he believes we will see something before the end of the year.

Price:
$523.480
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-10 TOP PICK Agnico-Eagle-Mines
AEM-T
Philippe Capelle

If you need to own a precious metal you need one that delivers.  This one has a great growth profile.  It is THE company of size that benefits from the Canadian dollar weakness.

Price:
$34.320
Subject:
CANADIAN LARGE (RESOURCE)
Bias:
BULLISH on ENERGY
Owned:
Yes
Showing 16 to 30 of 19,332 entries