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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-09-16 TOP PICK Google
GOOGL-Q
John O'Connell, CFA

Thinks that 80% of the world is working off this company’s operating system for mobile and mobile is really the way we are all going. YouTube is a hugely undervalued asset. The fact that they are able, with all that cash, to acquire and invest in developing new technologies, makes it a company that you just have to own. Very reasonable valuations.

Price:
$588.780
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-16 TOP PICK Intact-Financial
IFC-T
Gavin Graham

One of the largest property/casualty insurers. They consistently make a profit underwriting, so their costs to revenue is consistently below 100%, which is very rare in insurance. Trades at 11.5X earnings. Yield of 2.66%.

Price:
$72.240
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2014-09-16 TOP PICK Spartan-Energy-Corp
SPE-T
John O'Connell, CFA

It made its projections of 7000 barrels a day on its most recent quarter, and that is when they were only able to drill 60% of the wells than they were hoping for, because it was so wet. It just shows how conservative and how much they build in problems into their business model. The criticism that they are just buying assets is not a fair accusation. They are clearly skilled operators and skilled at buying companies at reasonable valuations. They have lots of land to grow their business.

Price:
$3.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-15 TOP PICK Archer-Daniels-Midland-Company
ADM-N
Jon Vialoux

The 3 Top Picks are “Buy on Weakness” plays. Agriculture products tend to do well from August all the way through to the end of the year. However, we have seen grain prices get crushed preventing fertilizer stocks from doing well. This is just a food processor so it doesn’t have that fluctuation. On average, it gains about 16% from the beginning of August through to the end of December and has been positive 90% of the time.

Price:
$50.560
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2014-09-15 TOP PICK Walt-Disney
DIS-N
John Zechner

(Top Pick Nov 28/13, Up 28.98%) These guys are in the right spot.  It is all about content and delivery in media.  They have done it better than any other company out there for 50 years.  Look at Marvel comics.  Theme parks, gaming, consumer side.  They have the whole package.  You are getting growth, more than a market multiple.  The premier growth stock in North America.  Content, Star Wars, Marvel, ESPN.  Buy it and put it away.

Price:
$90.080
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2014-09-15 TOP PICK iShares-Dow-Jones-Transport-ETF
IYT-N
Jon Vialoux

The 3 Top Picks are “Buy on Weakness” plays. This tracks transportation in the US. If it becomes oversold in the next few weeks, that would be an opportunity to Buy. Seasonal strength for transportation stocks tends to run from beginning of October through to the beginning of December.

Price:
$152.970
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2014-09-15 TOP PICK Manulife-Financial
MFC-T
John Zechner

He added some on in that equity deal last week.  The valuations on life companies are a little better than banks right now.  Standard Life acquisition: he thinks they are underplaying the earnings accretion.  They’ve really turned the corner.

Price:
$22.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-15 TOP PICK Telus-Corp
T-T
John Zechner

Defensive stock.  The bad news is all in the telecom sector already.  They have done exceptionally well in wireless.  They are going to use their free cash flow in areas like content and dividends.  Very little downside in the stock and some growth going forward.

Price:
$39.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-15 TOP PICK SPDR-Technology-ETF
XLK-N
Jon Vialoux

The 3 Top Picks are “Buy on Weakness” plays. Technology has a period of seasonal strength from about the beginning of October all the way through to January. This is a run up through to the Consumer Electronic Show in Las Vegas, as well as Christmas buying. A good early read would be when Oracle (ORCL-N) comes out with earnings this Thursday, and if there is outperforming reaction that would be an opportune time to get in early.

Price:
$39.980
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2014-09-12 TOP PICK easyhome
EH-T
James Telfser

Really likes the growth on the finance side. The leasing business has been a stable business for a while. Got new financing for about $200 million a few months ago, which they can start to lend out. In this business, the bigger you are, the better your margins and the cheaper your financing. This is all positive leverage for them. Stock has been weak which he thinks is due to profit taking, but the valuation is still absolutely compelling. Thinks there is good multiple expansion here as they prove they can get all those loans out there.

Price:
$23.530
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-09-12 TOP PICK Firstservice-Corp
FSV-T
James Telfser

Property management. The beauty of the business is that it is an essential service. Have been growing by acquisition globally. The organic growth has been outstanding as well. There is also the residential business where they are getting more and more scale. When you have scale in this business, you can get everything you need for less.

Price:
$60.780
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-09-12 TOP PICK Manulife-Financial
MFC-T
Bruce Campbell (1)

Thinks that inevitably higher rates are coming in. This is a nice combination. Just raised the dividend. Good earnings growth. Also, if rates go up faster than you think, this will be one of the beneficiaries. The Standard Life acquisition is accretive. Yield of 2.70%. Looking for $25 a year from now.

Price:
$22.240
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-12 TOP PICK Sandvine-Corp.
SVC-T
James Telfser

They’ve had an outstanding run over the last 2 years. Went from disappointing the Street for a while and it took a few quarters to get credibility back. Had 20% year-over-year revenue growth for about 6 quarters in a row. Just announced that revenues are not going to come in as high as they thought, so it looks like it is going to be roughly flat year-over-year revenue growth this quarter. Longer-term, this is undervalued versus its peers. Thinks they will make up those revenues in the coming quarters.

Price:
$3.020
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-09-12 TOP PICK Tourmaline-Oil-Corp
TOU-T
Bruce Campbell (1)

Down 15%, so you can buy this at almost an average multiple, which is the 1st time you have been able to do that for years. Great track record and great management team. Thinks production BOE’s per day goes from 120 this year to almost 250 by 2015, a double.

Price:
$50.860
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-12 TOP PICK Western-Forest-Products-Inc.
WEF-T
Bruce Campbell (1)

A US lumber play, offshore Asia as well. Nice mix of lumber and log. Highest dividend in the group at 3.32%. Good free cash flow generator. Have about $150 million in assets on the books that he thinks they will sell. The coming quarter will be a little soft because of forest fires in BC. Thinks things will go very well for the next few quarters.

Price:
$2.460
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
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