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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-04-16 TOP PICK Veeva-Systems-Inc
VEEV-N
Jerome Hass

SHORT. A software company in the CRM space and they use, as their building blocks, the large SalesForce.Com (CRM-N). As a condition SalesForce said you can only sell in the healthcare space. They already have 45% market share and there are 3 players in there. Doesn’t know how much more they could grow. Did an IPO 6 months ago. Initial IPO range was $12-$14 and they bumped it up to $20. If they were willing to sell their shares at $12-$14 and they are now at $24, you have to think that there are a lot of people who will be motivated to sell shares. He has been seeing this over the last 4-5 months. Also, their partner and supplier just announced they are going to become a competitor.

Price:
$22.630
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
2014-04-15 TOP PICK Brookfield-Infrastucture-Partners
BIP.UN-T
Keith Richards

This is one where if it breaks down to its trend line, you can buy it. Great management. Infrastructure itself can be a reasonably defensive play. They have a history of raising their dividends. Low beta stock. Yield of 4.93%.

Price:
$43.310
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2014-04-15 TOP PICK CASH
CASH
Keith Richards

For the past 2 years, the market has been kind of volatile usually from around April or May and often troughing or making some kind of the summer bottom between June and September. He is looking to deploy some cash into some cheap stocks over the next few months.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2014-04-15 TOP PICK KKR--and--Co.-LP
KKR-N
Jennifer Radman

Their business is firing on all cylinders.  There was a pullback with the market.  They sell assets into the strong market, which allows them to collect their performance bonus.  The challenge will be investing in it, but with conservative return assumptions she gets pretty decent upside on it.  It also invests some of its own money in its investments and that contributes to the net asset value of the company.

Price:
$22.110
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-15 TOP PICK Kohl-s-Corp
KSS-N
Jennifer Radman

(Top Pick April 18’13, Up 17.83%) The whole group sold off because of the weather.  It’s a temporary issue.  They will be able to fire on all cylinders at some point then they get a re-rating.  A good entry point.  It seems to be the one that is being ignored.  They have tough competition, but she thinks they can compete.  At some point she thinks you will see everything firing and you will get a much higher share price.

Price:
$54.430
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-15 TOP PICK Varian-Medical-Systems
VAR-N
Jennifer Radman

Cancer rates are expected to increase across the world as the population ages.  The issue had been slow growth in the US, but she thought it was the shifting of the healthcare system.  Last quarter we saw an uptick.  They are also now selling their machines into developing markets.  A lot of room for growth here.

Price:
$82.060
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-15 TOP PICK SPDR-Consumer-Staples-ETF
XLP-N
Keith Richards

This is a seasonal play. Staples tend to do better over the summer. Also, from a technical perspective, it doesn’t look too bad. Chart is just starting to see a breakout right now of the highs of 2013. Thinks this will be a good position to hold for the next 3-6 months.

Price:
$43.200
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2014-04-14 TOP PICK Apple
AAPL-Q
John O'Connell, CFA

He is excited that there are new products later this year that will move the needle.  IPhone 6, for example.  IPhone watch is going to come out.  It will be popular.  New Ipads and new Macbook.  Technology in the phone will become an important part of payment technology.

Price:
$521.680
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-14 TOP PICK CASH
CASH
Josef Schachter

Keep 20-25% cash in oil weighted part of portfolio.  We could have a 20-30% correction.  There will be another great buying opportunity soon.

Price:
$0.010
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2014-04-14 TOP PICK Google
GOOGL-Q
John O'Connell, CFA

The voting shares.  You should always own the voting shares.  They don’t want control to fall to someone in the marketplace if one of the top guys dies.  A great company.

Price:
$548.700
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-14 TOP PICK Long-Run-Exploration
LRE-T
Josef Schachter

(Top Pick May 21/13, Up 31.81%) They made another acquisition last week.  They went into a dividend model, but they aren’t paying out that much of their cash flow.  50% Nat Gas.  Raised their dividend to 7.44% late last year and he thinks the dividend could be increased again in 2015.

Price:
$5.440
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2014-04-14 TOP PICK Sterling-Resources
SLG-X
Josef Schachter

He owned it in the past.  Significant discovery in the UK north sea in 2010.  Then he felt there would be delays and recommended selling it.  In Q4 2013 they brought it online.  They get a rig to start with this month.  Under 2 times cash flow.  Another field comes on Q2, 2015.  The management is on a road show this week in Canada.

Price:
$0.720
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
No
2014-04-14 TOP PICK Spartan-Energy-Corp
SPE-X
John O'Connell, CFA

Picking off companies that pay out too much in dividends.  It is fairly valued to modestly cheap.  Lots of low hanging fruit.  They are going to create shareholder value. 

Price:
$3.870
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-04-11 TOP PICK Canyon-Services-Group
FRC-T
Martin Davies

They frack oil and gas reservoirs extremely well and in Canada.  Squeaky clean balance sheet.  Pays a nice dividend.  We had a falling off of utilization rates in 2013.  They were also dragged down with problems of Trican.  They then weaseled into some new work with Progress in Northeast BC.  Massive operational efficiencies with this company. 

Price:
$14.020
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-04-11 TOP PICK Tourmaline-Oil-Corp
TOU-T
Martin Davies

Cash flow is going to double this year.  That is huge.  They have found new ways to tweak old reservoirs through pad drilling, new science, and fracking.  They are targeting formations where there is a lot of condensate which is very valuable.  This company has a growing production from condensate.  Only 10 times cash flow.  It is cheap.

Price:
$54.520
Subject:
CANADIAN OIL & GAS
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
Showing 31 to 45 of 19,350 entries