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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-02-23 TOP PICK AGT-Food--and--Ingredients
AGT-T
Peter Imhof

Macro environment is ideal.  Chick peas and so on as an alternative to red meat.  15 times earnings.  Next quarter should be a record quarter for them.  There has been a lot of consolidation in this industry.  Have done well for 6 quarters.

Price:
$28.100
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2015-02-23 TOP PICK Espial-Group
ESP-T
Peter Imhof

He talked about it 6 months ago.  There was slippage in the signing of a contract from end of last year into the beginning of this year.  Earnings coming out this Thursday and should be good.

Price:
$3.140
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2015-02-23 TOP PICK Pembina-Pipeline-Corp
PPL-T
Peter Brieger

He is still buying it.  The key point is that 30% of mid stream business is commodity price sensitive.  Management is going to reduce that to less than 20% over the next few years.  It is a great dividend stock going forward.

Price:
$39.320
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-23 TOP PICK Toronto-Dominion
TD-T
Peter Brieger

You are going to have a solid 8-10% total return.  The key factor is how well it does in the US.  As the US economy picks up it will have a positive effect on Canada. 

Price:
$53.540
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-23 TOP PICK iShares-S-and-P-TSX-Global-Gold
XGD-T
Peter Brieger

He might have chosen CEF.A-T but you can’t have more than one top pick from a year ago.  He looks for a 10% price increase in gold this year, but they also reduced costs so you could see more appreciation.  Use a basket instead of trying to pick a gold company.

Price:
$11.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-23 TOP PICK Yangarra-Resources
YGR-T
Peter Imhof

Has been hit badly, but is a baby being thrown out with the bath water.  Will produce $0.60 in cash flow because they are hedged.  Low debt to equity on the balance sheet.

Price:
$1.400
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2015-02-20 TOP PICK KDDI-Corp
9433 JP
Charles Lannon

Something that he likes in the market right now is Japanese companies starting to get interested in returning cash to shareholders. This one has doubled its dividend in the last 5 years, and he thinks they can do it again in the next 5 years. Like many telcos, there is not a ton of top line growth, but smart phone penetration is way behind North America, so they still have a pretty good ramp in terms of data demand.

Price:
$0.000
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2015-02-20 TOP PICK iShares-Japan-C--Hedge-ETF
CJP-T
Bill Carrigan

Japan peaked out a long time ago. He thinks it is not going to break out and go back to the old top and go above that. They have had the advantage of reengineering their currency downwards, which has been a great benefit to their exporters. He is attracted to countries that can move their currencies, such as the UK, Canada and Japan.

Price:
$14.050
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
No
2015-02-20 TOP PICK Knight-Therapeutics
GUD-T
Bill Carrigan

(A Top Pick Jan 6/15. Up 24.65%.) Healthcare is a dominant theme that investors want to be in. This is a pharmaceutical that is fairly liquid, trading at 100,000 a day, or maybe more. Has broken through new highs in the last couple of days and he thinks it works higher.

Price:
$8.950
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2015-02-20 TOP PICK Svenska-Cellulosa-AB
SCAB-SS
Charles Lannon

Largest private-sector owner of forestry in Western Europe, but also has a strong tissue business and a very strong personal care product business. Doesn’t think they will ever get to the point of Kimberly Brand (KMB-N) strength, but he expects the difference between these 2 will continue to narrow.

Price:
$0.000
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2015-02-20 TOP PICK Whistler-Blackcomb-Holdings
WB-T
Charles Lannon

Chose this as a good dividend name and thinks the dividend yield of about 5% is sustainable. There is not a lot of supplies coming on in terms of new ski mountains. They are in the process of putting through an application to extend their concession, which would really ramp up summer traffic.

Price:
$19.400
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2015-02-20 TOP PICK BMO-MSCI-EAFE-Hedged-TO-CAD
ZDM-T
Bill Carrigan

This is basically a basket of stocks that are sensitive to Europe, Australia and the Far East. These are the markets that he wants to be in. Europe is looking attractive because of the currency. As the global markets top, money is going to flow into other global markets that are lagging, and this is a good way to play it.

Price:
$19.890
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
No
2015-02-19 TOP PICK A-Comment----General-Comments-From-an-Expert
A Commentary
James Dutkiewicz

Sinclair Broadcast (Television) Group Inc (SBGI.O) Bond, 5.625%, August 1, 2024  A local broadcaster in the US. They reach 38% of the population. They are almost like a toll road for the national broadcasters instead of relying on local advertisers. [They charge the national broadcasters instead of local advertisers]

Price:
$0.020
Subject:
FIXED INCOME
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-19 TOP PICK CCL-Industries--B-
CCL.B-T
Don Lato

Label and packaging. (Resin type labels benefit from lower oil prices.) Also, aerosol and aluminum type packaging. 80% of revenues come from offshore. Stock has done extremely well. Trading at about 17-18 times earnings, so it’s not cheap, but very, very well-managed. Well positioned to take advantage of the falling Cdn$. Yield of 0.90%.

Price:
$133.160
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-02-19 TOP PICK Cinemark-Holdings
CNK-N
James Dutkiewicz

Cinemark USA Inc. 4.875%, June 1st, 2023 Bond.  Second largest globally, third largest in the US in its space.  There is expansion into Latin America.  A block buster slate of movies in 2015/16 and they have confectionaries.  They obviously only go into countries when they can be the 2nd or 3rd biggest.

Price:
$42.140
Subject:
FIXED INCOME
Bias:
OPTIMISTIC
Owned:
Yes
Showing 16 to 30 of 20,625 entries