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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-12-15 TOP PICK Pattern-Energy-Group-Inc
PEGI-Q
Gajan Kulasingam

One of the more resilient business models.  Thinks the dividend can grow at 12% for the next 2 to 3 years.  Share price is volatile because of hedge fund ownership.  Thinks the stock market will eventually get the right investor base for the right valuation.

Price:
$23.470
Subject:
INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-12 TOP PICK Apple
AAPL-Q
Bruce Tatters

(A Top Pick Oct 14/14. Up 12.49%.) He is looking for about 20%-25% earnings growth for 2015. For 2015, we are probably going to see 20%-25% earnings growth year-over-year. The following year, it will probably be 10%-15%. A wildcard is how well the wearable category is going to do for them. Thinks there are some new categories coming. Yield of 1.7%.

Price:
$109.730
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-12 TOP PICK Agnico-Eagle-Mines
AEM-T
Jaime Carrasco

(A Top Pick Dec 20/13. Up 5.29%.) A low cost gold producer. What he likes is that they are acquiring a lot of the competition. Well positioned to going forward. Cost of production is below $800, so they are actually making a lot of money in this environment. He has faith that the monetary madness we are going through will have its consequences. Gold is the ultimate money, not as a fiat currency.

Price:
$28.050
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
Unknown
2014-12-12 TOP PICK Bank-of-America
BAC-N
Bruce Tatters

One of the banks that came out with that very large deal with the US government, paying off a bunch of the charges against it. Sees any of the banks that cleaned out their lawsuits with the US government as generating capital, getting back to more normalized dividend levels with an opportunity to buy back their shares. If housing really starts to recover in the US and the mortgage market starts to recover, they might actually start to do some lending. Dividend yield of 1.16%.

Price:
$17.130
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-12 TOP PICK CASH
CASH
Jaime Carrasco

He is setting this aside for new IPO (HHL.UN-T) on an ETF on healthcare. This will contain global companies with about a 7% dividend.

Price:
$0.010
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-12 TOP PICK Home-Depot
HD-N
Bruce Tatters

There is beginning to be a real estate recovery in the US. Over the next 3-4 years, there is going to continue to be a recovery in US real estate. In early 2008, many people’s houses went underwater versus their mortgage. One of the 1st things you stop doing when that happens, is renovating your home. When home prices recover and you start getting equity value back into your home, you start renovating again. Free cash flow is about 20%-25% higher than its actual earnings because they are not opening a lot of new stores. Dividend yield of 1.88%.

Price:
$99.780
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-12 TOP PICK Pembina-Pipeline-Corp
PPL-T
Jaime Carrasco

This is a sector that he has never sold in this decline. It will be a good entry point come January.

Price:
$37.140
Subject:
RESOURCE, UTILITY & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-11 TOP PICK Air-Lease
AL-N
Teal Linde

All the planes before 9/11 were built on $30 oil.  They buy planes and lease them around the world.

Price:
$34.700
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-12-11 TOP PICK Arht-Media
ART-X
Michael Smedley

(Formerly Vast Exploration.) ARHT means Augmented Reality Holographic Technology platform. The chairman is Paul Anka. This is going to be three-dimensional things.

Price:
$0.450
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-12-11 TOP PICK Google
GOOGL-Q
Teal Linde

17-18 percent earnings growth.  Android is finally cashing in.  Google play will allow them to take part in online gaming.  They are at a 52 week baseline.

Price:
$532.110
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-12-11 TOP PICK Painted-Pony-Petroleum
PPY-T
Teal Linde

Fastest growing rate of growth in the sector.  They are 90% natural gas.  Zero debt.  There is a bit of a takeover premium because of the selloff. 

Price:
$9.550
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-12-11 TOP PICK Domtar-Corp.
UFS-T
Michael Smedley

This intrigues him. The stock has been pretty steady. It is in US dollars. It has a nice switch going on, gently into consumer product materials, away from trees. Nice dividend of 3.72%. There is some serious talk about turning part of it into an MLP in the US. Thinks this one is reasonably safe here.

Price:
$46.520
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-12-11 TOP PICK Seven-Generations-Energy-Ltd
VII-T
Michael Smedley

Has an absolutely fabulous track record of accumulation of a massive amount of land in the southern Montney of about 350,000 acres, with what appears to be an extremely sharp management. Their target is 100,000 barrels a day in 2 years.

Price:
$15.910
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-12-10 TOP PICK CGI-Group--A-
GIB.A-T
Bruce Campbell (2)

One of the largest technology companies in Canada. Have done a phenomenal job of growing earnings at about 20% per year over the last 5 years. Stock is trading at only 13X earnings. Company is really focused and disciplined on that earnings growth, so much so that they are not even going to get bonuses this year, because they haven’t met their targets. The Logica acquisition is going really well and there could be more synergies there. There also could be more acquisitions going forward, which will drive the share price and the growth.

Price:
$40.910
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-10 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Alex Ruus

Loves this company and thinks it is going a lot higher. A fantastic story in so many ways. A great stock and is generating a ton of shareholder wealth for owners. It is solving a lot of big health problems in the world. This has been the HIV drug leader globally for many years. Continues to produce better medicine in the HIV category. Launched a new revolutionary hepatitis drug called Solvaldi in January, and it looks like it is going to be the most successful 1st year launch of a drug in history. Over $10 billion in sales over 1 drug is pretty rare. They have followed that up by a 2nd hepatitis drug in October, and between the 2, the company is growing like a weed. While the stock has done well, it has not caught up with the fundamentals. Stock is trading at 10X next year’s earnings and generates a ton of free cash flow. They are buying back stock.

Price:
$104.840
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
Showing 31 to 45 of 20,359 entries