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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-01-27 TOP PICK Russel-Metals
RUS-T
Joey Mack

6% bond maturing April 19/22. (He is biased towards the short term because the market still feels fairly expensive. Corporate credit still offers pretty good value.) They have their challenges right now. They are a metals business, so a big part supports oil and gas, but on the other hand there are a lot of maintenance products they provide. Pretty low levered and has a pretty strong balance sheet.

Price:
$24.330
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2015-01-27 TOP PICK Westjet-Airlines
WJA-T
Joey Mack

3.287 % bond maturing July 23/19. (He is biased towards the short term because the market still feels fairly expensive. Corporate credit still offers pretty good value.) This is basically a four-year piece of paper yielding 2.5%, but this is an investment great company. Airlines benefit from lower oil prices, which is another reason he likes this one.

Price:
$30.830
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2015-01-27 TOP PICK Wynne-Resorts-Ltd.
WYNN-Q
Mike S. Newton, CIM FCSI

70% of their revenue is from Macau. Macau, for the 1st time, saw a pretty dramatic drop in its gaming metrics, and the shares took a hit. Macau does about $44 billion in revenue. It is a 5 hour flight away from 2 billion people. There is a lot of regulatory scrutiny around the name. Gaming revenues started turning round in the 2nd half and he decided to start accumulating this because of valuation and a 4.5% yield. They have a history of doling out special dividends. Dividend of 3.87%.

Price:
$155.040
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-01-26 TOP PICK American-Tower
AMT-N
David Burrows

This is a REIT that owns cell towers. About 65% of their revenue comes from North America, so it is fairly domestically focused, although they do have Latin America, India and Germany. It costs them almost nothing to add new capacity. There is very little in the way of capital investment in this business. You can continue to see very strong dividend growth. Yield of 1.49%.

Price:
$101.760
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-01-26 TOP PICK CAE-Inc
CAE-T
Patrick Horan

The military train their people in simulators more and more.  They have an excellent portfolio of civil and defense. 

Price:
$16.090
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-01-26 TOP PICK Walt-Disney
DIS-N
David Burrows

The 1st place people spend money when they have more, is on leisure and travel. Their parks are doing remarkably well and they have 2 big movie franchises rolling out later this year. They seem to be able to monetize their properties extremely well. There are all kinds of doors opening as outlets for media, so their content is in great demand. They are going to open a new theme park in Shanghai this year. Dividend yield of 1.21%.

Price:
$94.970
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-01-26 TOP PICK Evertz-Technologies-Ltd.
ET-T
Patrick Horan

TV technology, a leader in their space.  They benefit from a strong US dollar.  He expects their margins to improve and revenues to increase.  Management executes very well.  They are getting kicked out of dividend ETFs due to a rule change and this brought the stock down.  4% dividend.  There are high barriers to entry for competitors.

Price:
$16.400
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-01-26 TOP PICK Martinrea
MRE-T
Patrick Horan

7 times earnings.  It will grow 15-20% a year over the next 3 years.  They have a new CEO and a board that is a little smarter than the last one.  It is possible this company could get sold.

Price:
$9.540
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-01-26 TOP PICK Starbucks
SBUX-Q
David Burrows

This company has done a wonderful job in managing their brand. They have multiple moving parts that help them to build on their profitability. The dividend has grown 25% a year over the last 3 years. You have a strengthening consumer on the back of weak oil prices. They have a wonderful loyalty program. Same-store sales came in stronger than expected. Technically the stock just broke out a couple of days ago. Yield of 1.45%.

Price:
$88.120
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-01-23 TOP PICK Altagas-Ltd
ALA.PR.G-T
Randy LeClair

Preferred series G 4.75%. (ALA.PR.G-T). Energy pipeline. This is trading a little bit above par. It resets in 2019 and is 306 basis points, so you have the spread protection.

Price:
$25.500
Subject:
BONDS & PREFERRED SHARES
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 TOP PICK Co-operators-General-Insurance-Co
CCS.PR.C-T
Randy LeClair

Preferred series C 5%. (CCS.PR.C-T). This can be redeemed in 2016 at $25. Currently trading at $24.31, below its par value. It gives you yield of 7.36%.

Price:
$25.000
Subject:
BONDS & PREFERRED SHARES
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 TOP PICK Central-Fund-of-Canada-Ltd--A-
CEF.A-T
Jaime Carrasco

This is just bullion, gold and silver stored. A good play just on the commodity itself. 50% gold and 50% silver.

Price:
$16.620
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 TOP PICK Dream-Office-REIT
D.UN-T
Jaime Carrasco

A good conservative company. Well-managed and a good dividend. Solid.

Price:
$27.280
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 TOP PICK Emera-Inc.
EMA.PR.E-T
Randy LeClair

Preferred series E 4.5%. (EMA.PR.E-T). A perpetual, paying about $1.25 annually. Has current yield of about 4.8%. Currently trading at $23.45 giving you over a 5.5% yield if they take you out in 2023.

Price:
$24.000
Subject:
BONDS & PREFERRED SHARES
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 TOP PICK RESASS-Services
RSS-CN
Jaime Carrasco

This is going to be the high-tech story in Canada. They developed a platform for real estate agents and have over 300,000 users now. The only problem with it was that it was not trading in the US, but it has now started trading there. Now a global operation. It’s illiquid.

Price:
$3.430
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
Showing 16 to 30 of 20,513 entries