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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-08-15 TOP PICK Apple
AAPL-Q
Brian Acker, CA

The 7 for 1 stock split was surprising, and actually increases his FMV of his model price. Currently at $97.50 and his model price is $112.75, a 15%-16% upside. Sept 9 is the new product rollout of the iPhone 6 and maybe the iwatch. Yield of 1.93%.

Price:
$97.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-08-15 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
David Cockfield

This hasn’t been doing much for a while and he has been watching it. He likes the Brookfield group. This is a growth stock. Yield is relatively small. Likes what they are doing and their international exposure. Has many facets to it including agricultural, timber land, etc. This is a way to get international exposure in a company that really knows its way around the world. Start off with a small percent and then add into it cautiously.

Price:
$51.730
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-08-15 TOP PICK Chevron-Texaco
CVX-N
Brian Acker, CA

International oils are being way overlooked in terms of value. His model price is $168.71, a 33% upside. Yield of 3.4%.

Price:
$126.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-08-15 TOP PICK Pfizer-Inc
PFE-N
Brian Acker, CA

The CEO obviously confused everybody by going after AstraZeneca. Because of this, there is no more of a premium towards an upside to his model price. Closed at $28.73 and his model price is $35.03, a 22% upside. 3.6% dividend yield. Overall, healthcare stocks have been doing quite well, especially drug stocks. Take advantage of this pullback.

Price:
$28.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-08-15 TOP PICK iShares-Cdn-Univer.-Maple-ETF
XSH-T
David Cockfield

It doesn’t have a huge range of trading. Yield is okay at about 3%. Short-term pays you less than 1% on an after-tax basis, so this is not a bad place to park your money.

Price:
$19.940
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-08-15 TOP PICK BMO-Low-Volatility-Cdn-Eqty-ETF
ZLB-T
David Cockfield

(A Top Pick Aug 12/13. Up 20.82%.) This is made up of low volatility stocks and the portfolio is readjusted on a regular basis. It seems that when this starts to sell off, buyers come in, which is why it is low volatility. These are stocks where there is always somebody waiting to buy them if they start to sell off.

Price:
$22.860
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-08-14 TOP PICK TD-Ameritrade-Holding
AMTD-N
Patrick Horan

(Top Pick Oct 1/13, Up 25.66%) They are a play on the equity market in general.  He got out and got back in in June.  He still likes it.  There has been a nice consolidation this year and it will benefit from a re-invigorated equity market.

Price:
$32.260
Subject:
NORTH AMERICAN
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-08-14 TOP PICK Barclays-Bank-PLC
BCS-N
Paul Harris, CFA

Trades at about 0.6X Book and will be trading at about 7 or 8 times next year’s earnings. In their last earnings, their personal and commercial business was up a fair bit. They bought Lehman Brothers and took a lot of the fixed income business and put it into what they call a “bad bank” and are slowly disposing of it. They are really going back to their traditional retail business. They’re going to keep the investment bank, but are going to be a much more smaller bank giving a better return on equity.

Price:
$14.680
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-08-14 TOP PICK Cineplex-Inc
CGX-T
Patrick Horan

SHORT.  It is a short trade.  They have done a fantastic job revamping the company and it is a fantastic company but attendance for movie goers is dropping.  He fails to see their numbers going a lot higher at Christmas time.  People don’t go to see movies in good times, as much as recessions.

Price:
$40.620
Subject:
NORTH AMERICAN
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-08-14 TOP PICK Deere--and--Co.
DE-N
Paul Harris, CFA

The agricultural business was weak because crop prices were down. He likes their construction/forestry business which he felt was under performing, but had actually outperformed in the quarter. You are not paying a lot for this. It may go a little bit lower from here, but he would be a buyer. Trading at about 11X earnings and pays a 2.83% dividend. Remember that the crop business is cyclical and if it turns around you will see an uptick in their product. Have reduced the number of people who sell their product, which has helped.

Price:
$84.890
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-08-14 TOP PICK Target-Corp
TGT-N
Paul Harris, CFA

There have been a lot of problems. Have a new CEO. Thinks they are trying to sort out their problems. Good dividend yield of 3.54%. A great brand name. Trading at about 14X earnings. At these levels you will do well over the long term. A lot of the bad things have already been priced into the stock.

Price:
$58.740
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-08-14 TOP PICK Thomson-Reuters-Corp
TRI-T
Patrick Horan

A serial underperformer of the last 5 years.  4% dividend and they generate a lot of free cash flow.  The story is their new Icon platform.  It will be a master platform for all other platforms allowing them to get out of a lot of legacy costs.  Their service is cheaper than Bloomberg.  They are selling a lot of the systems.

Price:
$41.430
Subject:
NORTH AMERICAN
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-08-13 TOP PICK Boeing
BA-N
Mike S. Newton, CIM FCSI

(A Top Pick Aug 26/13. Up 18.05%.) If you think things are going to get difficult, you have to own this in a portfolio. Thinks of this as a core holding that you just want to own forever. When you get buying opportunities like this, you have to take advantage of it. Yield of 2.39%.

Price:
$121.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-13 TOP PICK Catamaran-Corp
CCT-T
John Wilson

Stock Price came back quite a bit this year. He has been Buying Puts to take premium out on it, so that if it went lower he could buy some more. Thinks this name has gone through the worst of it. The selling season they are going through right now is actually going quite well for them. Thinks they can use M&A to buy in smaller shops, which they have done historically in a very accretive fashion. Great cash flow.

Price:
$49.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-08-13 TOP PICK Element-Financial
EFN-T
John Wilson

Trinity Industries (TRN-N) had been leasing railcars, which tied up a lot of capital, but was ultimately a business they didn’t really want to be in, so they have been selling that part of their business in tranches to Element Financial, a growing asset-backed lender that has really done a great job of expanding into the railcar business. Have now made a transaction for the auto fleet business. Reported this morning and loan originations were a little bit light, but generally on track.

Price:
$14.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 31 to 45 of 19,864 entries