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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-11-14 TOP PICK Agnico-Eagle-Mines
AEM-T
Jaime Carrasco

(A Top Pick Dec 20/13. Up 5.93%.) Loves the operational performance of this company. It just doesn't show up on the stock. In their last quarter earnings, they reported a write-down on a lot of their CapX in Alaska. They are actually acquiring a lot of companies. Good management.

Price:
$28.310
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2014-11-14 TOP PICK Element-Financial
EFN-T
Zachary Curry

This is a non-bank financial which provides some diversification. Their earnings were great, slow and steady. On a valuation basis, it is cheaper than its peers, but also the growth rate is higher than the earnings multiple, which is always a great sign when you can buy something for less than what it is growing at. Balance sheet is in great shape.

Price:
$13.880
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-11-14 TOP PICK Google
GOOGL-Q
Zachary Curry

Doing great things. Not necessarily focused on advertising although the bulk of the revenue comes from that. Lots of neat projects underway that could develop into bigger things. The main focus for him is the shift from advertising into mobile. Likes their tighter control of the Android operating system, which could make a good competitor for the IOS system.

Price:
$555.190
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-11-14 TOP PICK Toscana-Energy-Income-Corp.
TEI-T
Jaime Carrasco

This is a royalty play, so there's hardly any management risk to it. It flows out of the ground, the government takes their royalty and this company takes its royalty. Dividend is very safe. The nice thing is that management has almost $40 million in cash that it can spend on other properties. For every $1 they have spent in the past, they have usually seen a $2 return. Yield of 13.34%.

Price:
$12.140
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2014-11-14 TOP PICK Tourmaline-Oil-Corp
TOU-T
Zachary Curry

(A Top Pick Nov 19/13. Up 3.8%.) Currently it is a little over 60% gas and 40% oil. Released some great 3rd quarter numbers and hit the ball out of the park. Good production growth, the best in their history. Market is not reflecting this. Outstanding management and good balance sheet. Can produce natural gas at full cycle under $3 per MCF.

Price:
$43.380
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-11-14 TOP PICK Veresen-Inc
VSN-T
Jaime Carrasco

Likes the pipelines that are actually adding capacity. This one is building an LNG plant in Oregon. Once it is built, it is going to add quite a lot of revenue going forward. In the meantime, you get a dividend yield of 5.48%, which is higher than the other pipelines. With all of these plays, pension money needs to find yield in this whole interest rate environment, and that is going to give some backing to all these plays.

Price:
$18.250
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2014-11-13 TOP PICK Brookfield-Property-Partners
BPY.UN-T
Derek Warren

Brookfield empire has always been criticized for being complicated, so they are trying to silo everything into individual companies. This is the “property” part, with a large portion of its assets being downtown Manhattan, LA, London etc., along with a very good industrial property. Also, have some value added deals where they buy bankrupt hotels and turn them around, etc. It has the growth angle through capital allocation. Quite a decent yield. Trading below NAV. Any time you get something that is cheap with a good yield and growth opportunities, it is a great opportunity. Yield of 4.33%.

Price:
$26.170
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2014-11-13 TOP PICK Cameco-Corporation
CCO-T
Mohsin Bashir

There was a lot of psychological element as to what the spot price of uranium was doing.  This is one of the biggest producers in the world.  Long life, low costs assets.  Japan is now able to restart two reactors.  CCO-T can drive growth.  Operational issues are now resolved.  As they bring on new contracts, it will be positive.

Price:
$20.760
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-11-13 TOP PICK Fluor-Corp.
FLR-N
Mohsin Bashir

You can pick this up on weakness and see it trade up to the mid to high teens.  Margins are much better on their energy and infrastructure projects.  The book to bill ratio dropped close to 1 and so is weaker right now, but the overall trajectory is positive.

Price:
$65.090
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-11-13 TOP PICK InterRent-REIT
IIP.UN-T
Derek Warren

A small apartment REIT focused in the Ottawa district. Thinks this is cheap because it doesn't scan so well, but they actually have 7% of their portfolio in one very large redevelopment position, where they have emptied the entire building. As they finish this renovation going on to Q1 and Q2 in 2015, and they start to lease up the building in 2015 and into 2016, there is a tremendous amount of cash flow that is going to come online. In the past had double-digit FFO growth. After a one-year pause, they will be able to continue that in the future. Yield of 3.4%.

Price:
$5.890
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2014-11-13 TOP PICK Pure-Multi-Family-REIT-LP
RUF.U-X
Derek Warren

This is one of those orphan companies. Very small with about a $130 million market cap. Trades in US or Cdn dollars on the Cdn exchange. Has kind of been forgotten in the shuffle. In the hottest market
in the apartment sector, i.e. Texas. Trades at a double digit discount to NAV. If you can wait a while, the market has to recognize its value. Yield of 8.28%.

Price:
$4.530
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2014-11-13 TOP PICK Trans-Canada-Corp
TRP-T
Mohsin Bashir

A republican senate is positive for TRP-T, but there are plenty of home grown opportunities.  Keystone would be an added benefit.

Price:
$56.450
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-11-12 TOP PICK AGT-Food--and--Ingredients
AGT-T
Brendan Caldwell

This company provides vegetable-based proteins, a lot of pulses and a lot of beans, into food products. This has tremendous exposure to the US with distribution to Kraft (KRFT-Q) and a lot of the other US food companies. With the interest in growth of gluten-free foods, their business has taken off. Dividend yield of 2.25%.

Price:
$27.100
Subject:
CANADIAN VALUE
Bias:
UNKNOWN
Owned:
Yes
2014-11-12 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Paul Gardner, CFA

2.17% dividend.  He sold BCE-T to buy this position.  This is a great opportunity to own some really cheap assets.  Oil prices are stable out West relative to WTI. 

Price:
$41.910
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2014-11-12 TOP PICK DH-Corporation
DH-T
Brendan Caldwell

Cheques are now just a small component of their business. They provide electronic processing for so much financial services, including mortgages, payables, accounting, etc. Just made a US acquisition so that now 50% of their revenue will be coming out of the US. Dividend yield of 3.57%.

Price:
$36.100
Subject:
CANADIAN VALUE
Bias:
UNKNOWN
Owned:
Yes
Showing 31 to 45 of 20,238 entries