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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-10-28 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Mike S. Newton, CIM FCSI

With the dislocation of resource stocks in Canada, he believes that names like this are going to see the benefit of outflows from that volatile sector. You also have their move of fresh foods rolling out into some of their stores. Yield of 0.48%.

Price:
$37.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2014-10-28 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
Mike S. Newton, CIM FCSI

Diversified globally and extremely well-managed. This gives you a basket of really strong global assets. They will benefit from pension funds and governments that want to own solid vehicles. Their record of acquisitions has been very conservative. Cash flow continues to increase. Yield of 1.29%.

Price:
$54.050
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2014-10-28 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Mike S. Newton, CIM FCSI

Believes this company is reporting tonight. They have the hepatitis C drug, followed by a newer version. The 2nd version is selling like crazy within 95%-99% success rate. Making $25 billion in revenue. Very strong name. This is one that you should pick at. Maybe 1% today, watch the earnings tonight, and then do the other half tomorrow.

Price:
$113.450
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
2014-10-28 TOP PICK United-Parcel-Services
UPS-N
Brooke Thackray

The seasonal period is from October 10th to December 8th. This trade has worked 93% of the time and produced an average return of 8.1% since 2000. You don't want to wait until Christmas to exit; you want to get out before. Right at the peak when the whole delivery system occurs, around December 8th.

Price:
$102.900
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
No
2014-10-28 TOP PICK SPDR-Industrial-E.T.F.
XLI-N
Brooke Thackray

This never really blows away the S&P 500, but it beats it on enough of a basis that it makes sense to do a trade. Typically you would get in now and hold it until at least the end of the year. From October 28th to the end of the year, it is up about 88% of the time, and has produced a 6% average return from 1990 to 2013.

Price:
$54.640
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-28 TOP PICK SPDR-Retail-ETF
XRT-N
Brooke Thackray

This is a retail ETF. Well diversified by holding approximately 1% in each of the retail companies. This is the time of year when you want to be in retail stocks, because the big event for retail is Black Friday, and you want to be in about a month ahead of time, and you want to Sell at about that time. Last year the retail sector underperformed right after Black Friday.

Price:
$87.400
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-27 TOP PICK Great-Canadian-Gaming-Corp
GC-T
Peter Hodson

Does not get a lot of attention.  16-17 casinos in Western Canada.  Earnings up more than 50% last quarter.  Great moves on the capital structure side.  They did a lot of share buybacks because they have too much cash flow.  In BC it is a regulated industry.

Price:
$19.100
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
UNKNOWN
Owned:
No
2014-10-27 TOP PICK Inter-Pipeline
IPL-T
Peter Brieger

Several criteria for tonight’s Top Picks are for solid assured cash flow growth and subsequent growth in distributions. There have been both with this company. This is basically a business that is involved with Take & Pay contracts for a major part of the business, or cost of service plus. Given the business that they have currently on the books, you are going to see a major increase in cash flow per share of about $1.40, and probably see 30% of that added to the current distribution. Feels the pipeline business in Canada is a growth business. Very good value. Yield of 3.68%.

Price:
$35.060
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-27 TOP PICK Precision-Drilling
PD-T
Peter Brieger

Sees upside of nearly 70%. This is one of North America’s leading drillers. They are really 2 separate businesses in Canada. The drilling associated with the potential LNG pipelines along with the rest of the western sedimentary basin. Rigs required to drill for LNG are very much more sophisticated than traditional. Yield of 3.07%.

Price:
$9.130
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-27 TOP PICK Toronto-Dominion
TD-T
Peter Brieger

(A Top Pick Oct 21/13. Up 20.82%.)  His favourite bank globally. Have had a great growth record in North America, and he thinks that will continue. Yield of 3.46%.

Price:
$54.200
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-27 TOP PICK Trimac-Transportation
TMA-T
Peter Hodson

11 or 12 times earnings and growth rate in the past was 50%.  Will benefit from better oil prices.  Business good.  Lots of repeat business.  50% owned by management.  Dividend is 4% with room to raise it.  Could be an acquisition candidate.

Price:
$7.010
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2014-10-27 TOP PICK Exco-Technologies
XTC-T
Peter Hodson

Products to the automotive industry.  Just won contracts in Germany.  Very well run company that flies under the radar screen.  They are doing so much better than the industry that they should get a better multiple than the industry.  Management owns a lot of stock.  Raised dividend not that long ago.

Price:
$10.250
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2014-10-24 TOP PICK Constellation-Software-Inc.
CSU-T
Jason Donville

(A Top Pick Oct 18/13. Up 61.96%.) His target price for the end of 2015 is $400. They are the best allocators. Have a strong balance sheet. If you are only going to own one stock in Canada right now, this would be it. Trading at 16.5X 2015 earnings, and is growing at 30% a year.

Price:
$295.590
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-24 TOP PICK Cipher-Pharmaceuticals-Inc.
DND-T
Jason Donville

We are in an environment right now where pharmaceutical companies are very hot commodities. You either have to acquire things or you have to be acquired. This company is attractive in both respects. Have a great lead drug for teenage acne which is doing very well. Also, have a lot of cash. This could simultaneously be a very attractive acquisition or they could turn around and use that cash to buy other things in their product offering. They have a lot of options right now. His guess is that we are going to get reconciliation one way or another in the next six months. They are either going to buy a bunch of stuff or going to get a big pop in their rating or get taken out by somebody at a higher price. Trading at 13X earnings with about a 35% ROE.

Price:
$11.600
Subject:
GROWTH & FINANCIALS
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-24 TOP PICK Firstservice-Corp
FSV-T
James Telfser

Considers this as an anchor in financial services. Huge amount of recurring revenue from a lot of their brands. They manage residential buildings as well as owning a lot of interesting businesses. The crown jewel for them is their Colliers brand, which is selling businesses, but also managing portfolios of commercial buildings. This business has been growing in the low double-digits, and he expects it to continue. Margins have been growing. Dividend yield of 0.72%. A company that you can hold for many years and be rewarded.

Price:
$62.620
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
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