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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-05-21 TOP PICK General-Motors-Corporation
GM-N
Stan Wong

Basically bought this right at the 200 day moving average. 2nd largest manufacturer globally in terms of cars and trucks. US auto demand trend is still moving higher based on improving consumer confidence. Lower gasoline prices are going to bode well for their light truck and SUV market. Average age of autos is 11 years plus, which is a catalyst for the demand refresh cycle. Recently announced a $5 billion buyback. Trading at 7X forward PE with a 12% long-term growth rate. Dividend yield of 4.05%.

Price:
$35.580
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-05-21 TOP PICK Southwest-Airlines
LUV-N
Stan Wong

This, along with the other airlines, dropped about 8%-10% yesterday, based on concerns about capacity and pricing pressures based on too much competition. That was well overdone. It oversold down to the 200 day moving average. All revenues are US domestic, so you don’t have to worry about the US$ tailwinds. Very healthy balance sheet. Dividend yield of 0.81%.

Price:
$37.230
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-05-21 TOP PICK Prudential-Financial-Inc
PRU-N
Andy Nasr

(Top Pick Jun 9/14, Down 1.32%) He was early.  It trades at a reasonable valuation and you should see a better return of capital to shareholders over the next year or two.  The valuation is attractive.  Last quarter they reported a favourable capital position, which was held against them until now.  More and more big corporations are off loading their pensions to companies like this one.

Price:
$85.630
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2015-05-20 TOP PICK Convalo-Health-International-Corp
CXV-X
Bruce Campbell (2)

Basically in the acquisition of addiction rehabilitation centres in the US. Just signed a couple of deals today. Growing by acquisition as well as organically. It’s the same group that brought in Patient Home Monitoring (PHM-X). Michael Dalsin (Chairman) has said that the organic growth of this one will make the organic growth at Patient Home Monitoring looks like it is really nothing at all. Have a fair bit of cash on the balance sheet. Has a pipeline of 10 companies in advanced discussions for acquisition.

Price:
$0.630
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-20 TOP PICK Mainstreet-Equity-Corp
MEQ-T
Paul Gardner, CFA

One of the cheaper stocks in the TSX. Trading at about a 20%-25% discount to its NAV. They own the mid-tier apartments (2 or 3 stories) in Edmonton, Calgary and Surrey. They have NOI (net operating income) growth of around 15%. They are refinancing and saving millions of dollars on financing costs. It is too cheap. It should be worth $45-$50. They are doing incredibly well in their numbers last quarter.

Price:
$37.980
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2015-05-20 TOP PICK NYX-Gaming-Group-Ltd
NYX-X
Bruce Campbell (2)

The little cousin to Amaya (AYA-T) and Intertain (IT-T). They develop the actual games that Amaya and Intertain would use on their websites and mobile apps. Has been growing by acquisition, and just made another small one today. Also, had the acquisition from Amaya’s Cryptologic assets. When that was announced, the stock sold off by about 15%, because the market was concerned about an equity issue. They are certainly going to have to raise some money from an equity standpoint as well as from a debt standpoint. He doesn’t know how that equity looks right now, but chances are that when it does get announced it could either be a private placement or a bought deal, and chances are it’s going to fly off the shelf. If you want to position yourself ahead of that, he thinks it is a pretty attractive valuation. Trades at great free cash flow yields and management owns about 40% of the stock.

Price:
$4.460
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-20 TOP PICK Vogogo-Inc.
VGO-X
Bruce Campbell (2)

In the payment processing for crypto currencies. One of those things that is extremely hard to understand. The management team actually did all the payment processing in the gaming business before, and so they have been through all this with online poker and have built a great track record. Just at the point now where they are rolling out some of the merchants. Management feels they could be processing $5 million per day by the end of this year, and a year from now processing $10 million per day. They get a 1% fee for generating that, and about 60%-70% flows to the bottom line. Only 40 million shares are outstanding and this could be extremely profitable by the end of this year.

Price:
$2.800
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-20 TOP PICK Canadian-Satellite-Radio
XSR-T
Paul Gardner, CFA

(A Top Pick May 5/14. Down 19.03%.) Incredibly cheap relative to its US parent which is trading at 16X EV to EBITDA. Trades at 11 times. Beat their numbers last quarter. Making really good headway in the used car market. A free cash flow entity that keeps churning out a lot of money. Earnings are all right but the biggest challenge is the royalty fee they have to pay to the music industry, which causes a heightened level of churn. They seem to have a handle on that. Poised to go back to the $6-$7 range.

Price:
$5.490
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2015-05-20 TOP PICK Yellow-Media-Inc
Y-T
Paul Gardner, CFA

8% convertible debenture maturing in 2022. Digital is now 55% of this company’s revenue. This is a bond that you can get a 6% rate of return, but you get some upside from the stock which is trading at about 3X EV to EBITDA, and should be trading at 4 or 5 times. The key is paying down their senior debentures which is ahead of convertible debentures, but it is going to get to a point where there are no senior debentures left, with the only debt outstanding being the convertibles. With that you are not only going to get this secure yield of a business that is doing all right, but maybe some upside. You don’t want to pay more than $115 for the bond, because the bid/offer spread is quite large.

Price:
$19.470
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2015-05-19 TOP PICK Cisco
CSCO-Q
Brian Acker, CA

His model price is $45.56, an upside of 53%. 3% dividend yield.

Price:
$29.735
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-05-19 TOP PICK Cisco
CSCO-Q
Zachary Curry

This is like the pipeline of the internet. You have the infrastructure as the backbone, increased wireless growth, and they got to build the routers, switches and systems for that transmission to take place. Technology is one of the better valued sectors, so you have great valuation and a super cash positioning, with a strong management team. The other side that is really positive is that you have software, (security and service) that is outpacing the traditional products growth. This will give more consistent revenue growth, margins could improve, and that improvement could ultimately come back to shareholders. Yield of 2.83%

Price:
$29.735
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-19 TOP PICK Walt-Disney
DIS-N
Zachary Curry

Not only do you have the one Star Wars, you have 2 other additionals. You get things like the Avengers and some of the real franchise positions. The real positive with this company is that they really get it all across the board. They have been spending like crazy on the theme parks which are finally coming to fruition. When it comes to re-releasing it on DVD or via the internet, they control it. Yield of 1.04%.

Price:
$110.560
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-19 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Brian Acker, CA

The media focuses on negative stories, but these big companies can shift assets and wring out some costs to make up for any sort of pricing differential. His model price is $168, a 54% upside.

Price:
$110.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-05-19 TOP PICK Intel
INTC-Q
Brian Acker, CA

His model price is $52.98, almost a 60% upside. The old techs are not being properly valued in this market. The fundamentals are there for this one to go significantly higher in the next little while. Dividend yield of 2.91%.

Price:
$33.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-05-19 TOP PICK Spartan-Energy-Corp
SPE-T
Zachary Curry

(A Top Pick July 10/14. Down 21.5%.) This ultimately comes down to the management team, which has a proven conservative track record of executing. Great balance sheet. At $40 oil they would still be able to grow their production if they wanted. Their discipline is to spend within cash flow.  Debt levels are nice and low. Doesn’t pay a dividend which he views as a real positive.

Price:
$3.130
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
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