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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-04-22 TOP PICK Westjet-Airlines
WJA-T
Jerome Hass

Short (and Long Allegiant Travel Company.) This airline, Air Canada (AC-T) and all airlines globally benefited from the huge drop in crude oil and jet fuel prices. A lot of the customer base for this airline is in Western Canada, so they are going to be impacted. Also, for the weaker Cdn$ it is going to be more expensive to travel abroad.

Price:
$27.350
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2015-04-21 TOP PICK Apple
AAPL-Q
David Burrows

Believes the biggest theme in this market is consumer globally. This is probably the greatest consumer product company on the planet. Very inexpensive trading at 13/14 X earnings. IPhone 6 sales, in the most recent quarter, had only about 15% going to current iPhone users, meaning they are taking market share from everyone. Their service business is 10% of revenues now. Dividend yield of 1.48%.

Price:
$126.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-21 TOP PICK Brookfield-Infrastructure-LP
BIP-N
John O'Connell, CFA

Looking for defensive plays right now because he has a fairly cautious attitude towards potential volatility in the market. They just did a financing and raised about $1 billion. They are making infrastructure investments in energy related type investments globally. With a strong US$, this is giving them the opportunity to invest in assets in Latin America and Australia and build a broadly diversified portfolio. Dividend yield of 4.72%.

Price:
$44.690
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-04-21 TOP PICK DH-Corporation
DH-T
David Burrows

The key secular theme in this market is financial technologies. Banks did not spend money for a few years as they needed to. They are behind the curve. This company took an old cheque printing business and, through acquisitions, has converted itself into a financial technologies company. Have done it very effectively, cross-border with Canada and the US. The most recent acquisition is in payment systems, and they have 8 of the 10 listed global banks as customers. Yield of 3.05%.

Price:
$42.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-21 TOP PICK iShares-Nasdaq-BioTech-ETF
IBB-Q
David Burrows

One of his core themes for the last couple of years has been biotech. There are all kinds of new products coming down the pipe, with companies that are not terribly expensive. This is a way to get broad exposure to the sector without taking the binary risk that comes in some of the earlier stage companies.

Price:
$364.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-21 TOP PICK Kelt-Exploration
KEL-T
John O'Connell, CFA

Growing very, very rapidly. Has a highly respected management team. Sold their last business to Exxon and made a ton of money. Have been accumulating more land. Just shy of 20,000 barrels a day in production. Have all the resources they need to grow their production substantially and have the cash flow to do it. There are going to be LNG facilities in North America, and that is going to change the liquids rich gas business in Canada substantially. Because of this, someone is going to want to own a large, large resource-based company, and this is one of them.

Price:
$8.750
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-04-21 TOP PICK McDonalds
MCD-N
John O'Connell, CFA

Gives a huge dividend of about 3.6%. Have grown their dividend at about 10% a year for the last 10 years. Going through some struggles right now. He has seen this happen before. A very powerful franchise and is struggling with competitive pressure, currency pressures and menu pressures. Very, very strong balance sheet.

Price:
$94.870
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-04-20 TOP PICK Apple
AAPL-Q
Barry Schwartz

Good companies that have high ROE’s and generate lots of free cash flow with great branded products are going to grow. Thinks they are going to earn $8.40 this year and well over $9 next year. Add in the cash balance and trading at 10 or 11 times earnings, it may be the best company in the world. Dividend yield of 1.47%.

Price:
$127.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
Yes
2015-04-20 TOP PICK CASH
CASH
Keith Richards

(A Top Pick March 11/15.) He is holding 32% in cash. He is trying to leg a little bit out of the US stocks, because he thinks the Cdn$ might rally $.02-$.04, but is actually bearish longer-term on the Cdn$.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2015-04-20 TOP PICK Chemtrade-Logisitics-Inc.
CHE.UN-T
Keith Richards

Stock tends to trade between $19 and $22. It is at the top of its trading range, but thinks there is going to be more money rotating into it over the summer. Good dividend of around 5%. Low volatility.

Price:
$22.030
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2015-04-20 TOP PICK Intertape-Polymer-Group
ITP-T
Barry Schwartz

Manufactures tape. This is for the e-commerce revolution that is going on globally. They sell a lot of stuff to Amazon. First-quarter earnings are not going to be so hot because of people delaying orders looking to get tapes at cheaper prices. Their biggest input is oil (resin) where prices have plummeted. Increased its dividend by 50% giving it a yield of 3.56%. Balance sheet has improved and cash flow is gushing. He is buying all he can buy below $18.

Price:
$17.190
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
Yes
2015-04-20 TOP PICK TSX-Group
X-T
Barry Schwartz

The 1st quarter has not been great in terms of trading, but this is not just a trading company. There are listing fees, advisory fees, and technology fees. Listing fees have been huge recently because there have been a lot of preferred shares and secondary offerings for oil and gas companies that need the money. He is hopeful that there will be more IPOs. Trading at around 12 or 13 times next year’s earnings. Dividend yield of 3.04%, which is the highest dividend yield relative to its US peers.

Price:
$53.080
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
Yes
2015-04-20 TOP PICK SPDR-Consumer-Staples-ETF
XLP-N
Keith Richards

He is trying to hold lower beta stocks which is a great sector to move into, because it can be a lot more stable. Sometimes these lower beta stocks will actually thrive in a somewhat bearish environment. This one has been trending sideways. You are going to see a rotation where the staples start to move up over the next couple of months and discretionaries are going to start to slow down a bit. (See Past Picks.)

Price:
$49.230
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
No
2015-04-17 TOP PICK CCL-Industries--B-
CCL.B-T
Norman Levine

A Canadian based multinational consumer company. Their products are packaging. A world leader in labels, especially pressure sensitive ones. Also, make aluminum cans and plastic laminate tubes that are going into cosmetics, etc. A couple of years ago they made a transformative acquisition from Avery. They bought their label business as well as their digital printing business. That has been a huge win for them. Dividend yield of 1%.

Price:
$146.930
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-04-17 TOP PICK General-Electric
GE-N
Norman Levine

Have proposed selling GE Capital, which is a transformative thing for them. They are going to largely get out of financial services and become a purely industrial company. Have said they will be doing a huge share buyback. Believes they are going to increase the dividends again on a regular basis. Also, make transformative acquisitions in the industrial space. Thinks that all of this will lead to a much higher stock price.

Price:
$27.250
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
Showing 16 to 30 of 20,848 entries