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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-03-19 TOP PICK Constellation-Software-Inc.
CSU-T
Robert McWhirter

Record high today.  Has had an incredible run.  Growth is still impressive.  Organic and growth by acquisition.  3% free cash flow yield and 19% return on assets.  The stock is less volatility than others on the market.  20% growth expected this year and 22% next year.  1.14% dividend yield.

Price:
$446.000
Subject:
CANADIAN & TECHNOLOGY
Bias:
SELECTIVE
Owned:
Yes
2015-03-19 TOP PICK Harley-Davidson
HOG-N
Andy Nasr

Likes it because the valuation is a lot more compelling than it has been.  The stock came under pressure with concerns of a higher US weighted dollar.  He thinks the concerns are overblown.  It is consumer spending and household formation in the US that will drive it.  The entry point is very attractive.

Price:
$61.180
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-03-19 TOP PICK InterRent-REIT
IIP.UN-T
Andy Nasr

Likes the apartment sector in Canada.  Shorter leases and about 40% turnover so with inflation you can capture higher rates.  Rock solid balance sheet and they just made a major accretive acquisition – a redevelopment play.  You are buying at a discount and you will get dividend growth.  They make improvements and get above guideline rent increases.

Price:
$6.270
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-03-19 TOP PICK Ryder-System-Inc.
R-N
Andy Nasr

At a decent valuation and it touches every aspect of the US economy, which will do well.  It is an alternative to railway stocks.  They have a sizeable fleet.  They are the largest operator in the US.

Price:
$96.990
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-03-19 TOP PICK Tecsys-Inc
TCS-T
Robert McWhirter

Very illiquid stock.  Don’t rush out with market orders.  Keep orders under $10.  3.3% cash flow yield.  42% growth next year. 

Price:
$9.570
Subject:
CANADIAN & TECHNOLOGY
Bias:
SELECTIVE
Owned:
Yes
2015-03-19 TOP PICK Valeant-Pharmaceuticals
VRX-T
Robert McWhirter

Acquired Biovale.  3.4% free cash flow this year and 10% return on assets.  In the midst of acquiring a company that will be accretive to earnings so they grow 42% this year and 58% next year.  10.7 times PE.  If this performs as expected it will likely be the largest cap company in the index, surpassing Royal Bank.

Price:
$260.480
Subject:
CANADIAN & TECHNOLOGY
Bias:
SELECTIVE
Owned:
No
2015-03-18 TOP PICK Artis-Real-Estate-Investment-Trust
AX.UN-T
Michael Missaghie

NAV is close to $17. This has a very stable yield. Payout ratio has been brought down to about 85%. Investors are probably not giving them enough credit in that about a quarter of their assets are now in the US. Expects they will face some headwinds with respect to their Calgary office exposure. Yield of 7.31%.

Price:
$14.860
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2015-03-18 TOP PICK Boston-Properties
BXP-N
Michael Missaghie

A very, very high quality asset base of office properties, located in key urban centres in the US, such as Manhattan, San Francisco, Boston. Thinks they will be a beneficiary of the recovery in the US, as there will be more demand for office space. Very sound management team. Yield of 1.88%.

Price:
$141.130
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2015-03-18 TOP PICK Carter-s-Inc
CRI-N
Mohsin Bashir

80% of new moms shop at this store. The big push for this company is being able to drive international sales. Right now 90% of their sales are in the US. Management initiated a dividend in 2013, and at the top of every year have been increasing it. The most recent one was a 19% increase. The near term push for this is going to be 80 more new stores in Canada over the next 5 years, and the long-term push is going to be China. They are a supplier to Wal-Mart (WMT-N) and Costco (COST-Q). Yield of 0.96%.

Price:
$91.680
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-18 TOP PICK InterRent-REIT
IIP.UN-T
Michael Missaghie

Apartment REIT. Has a management team that is well aligned with a history of creating value for shareholders. Trading well below its NAV. They recently raised equity at around $6.40, and he thinks that capital is going to be invested into acquisitions, development and re-development. The stock got hit because of a large repositioning effort on a property in Ottawa that needs to flow through in terms of driving free cash flow. Payout ratio is around 70%. Yield of 3.68%.

Price:
$6.100
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2015-03-18 TOP PICK Qualcomm
QCOM-Q
Mohsin Bashir

Part of the reason for controversy has been China’s antitrust investigation. That is now behind them. They also had OEMs in China that were underreporting revenues, which is being resolved. However, there are some other headwinds. Their chipset business no longer has Samsung or Apple (SSPL-Q) in future iterations of the high end smart phones. To him, that is not really a huge issue, as their core business comes from the licensing business. Management has committed 75% of the free cash flow back to the shareholders through dividend increases and a $10 billion share buyback over the next 12 months. Dividend yield of 2.73%.

Price:
$70.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-18 TOP PICK Toronto-Dominion
TD-T
Mohsin Bashir

This would be his top bank given the push that they have in the US. They have had great success in being able to build out there retail franchise. Approximately 22% of their adjusted earnings come from US retail banking. In terms of being able to compete and benefit from a US tilt, this is probably one of the best banks. Trading at a reasonable valuation of 11.3 X forward earnings. Dividend yield of 3.78%.

Price:
$54.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-17 TOP PICK Alamos-Gold-Inc
AGI-T
Ross Healy

A cheap gold company and a stunning balance sheet.  You have to hold golds in your portfolio with what central banks are doing around the world.  It is insane and eventually these things catch up.

Price:
$7.060
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-17 TOP PICK Bank-of-Montreal
BMO-T
Ross Healy

Has set back very nicely to a very favourable level to purchase and has a nice dividend and a big upside potential.  He buys the cheapest bank he can find.

Price:
$76.250
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-17 TOP PICK iShares-Global-Agriculture-ETF
COW-T
John DeGoey

Agriculture. This is something he has been recommending a fair bit for the past while. Agricultural commodities from around the world. He thinks we are at the point where we have 7 billion people and a population that is going up. The amount of mouths that have to be fed is increasing.

Price:
$33.130
Subject:
PERSONAL FINANCE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
Showing 31 to 45 of 20,742 entries