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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-07-22 TOP PICK DH-Corporation
DH-T
Allan Meyer

One of the companies that was able to make the transition from the old type of technology. They are now considered more like a financial services tech company. Made an acquisition using the cash they had as well as some debt. Still have a reasonable amount of debt to equity. Still thinks it has momentum behind it. Yield of 3.09%.

Price:
$41.550
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-22 TOP PICK Priceline.com-Inc.
PCLN-Q
Gordon Reid

An online site for booking travel and they have hundreds of thousands of relationships with hotels globally. Last quarter they grew international bookings at 29% year-over-year. It is still growing extremely robustly. Currently trading at about 18X this year’s earnings. He is expecting $65 of earnings per share this year.

Price:
$1233.970
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2015-07-22 TOP PICK Richelieu-Hardware
RCH-T
Allan Meyer

Not really a hardware store, but they supply hardware to various things. Import a lot and manufacture and distribute specialty hardware. It does have free cash flow and net cash on the balance sheet. Strong balance sheet. Dividend yield of 0.83%.

Price:
$66.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-22 TOP PICK Toll-Brothers-Inc.
TOL-N
Gordon Reid

One of the luxury builders in US housing. They have pricing power and are still coming off the 2008 problem and are getting volume increases. They have secured about 8 years’ inventory of land. Household formations are running at about 1 million a year, and historically they have run at about 50% higher.

Price:
$38.770
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2015-07-22 TOP PICK Visa-Inc.
V-N
Gordon Reid

A transaction company and transactions are growing internationally at 10%+, domestically and in Canada in the high single digits. They are able to grow their earnings at the 18%-20% annual rate. Not an inexpensive stock, but certainly the growth supports the valuation. Have a couple of things coming up that are exciting. They have the Olympics in Brazil as well as FIFA in Brazil. Both of those are sponsored by this company, and there is always a very big uptick in terms of transaction growth when advertise through these mediums. Dividend yield of 0.67%.

Price:
$71.970
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2015-07-22 TOP PICK Winpak-Ltd.
WPK-T
Allan Meyer

Has a wide variety of packaging stuff and are also into the pharmaceuticals as well. This has been one of the best performing stocks that he has owned. Management owns over 50% of the shares. Dividend yield of 0.28%.

Price:
$43.550
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-21 TOP PICK BCE-Inc.
BCE-T
Hap (Robert) Sneddon FCSI

 

Full disclosure: BCE is the parent of their network. He feels that BCE represents a really good buying opportunity. Lows are in place for the last 6 months. Thinks it is a good risk reward. If it gets above $56.00 it looks very intriguing. Target is in the low $70's. Could also look at buying Telus and AT&T, but thinks BCE is more interesting because it offers a full compliment of services.

Price:
$53.510
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-07-21 TOP PICK Emera-Inc
EMA-T
Hap (Robert) Sneddon FCSI

Had it, but sold it. They like it because it had the strongest bounce back that they saw in June. They think it is really interesting. They recently bought it again. Good name. Fantastic balance sheet. They have really good benefits if the US dollar continues to strengthens against the Canadian dollar. Thinks the investors will be rewarded. Better quality, low payout. 20% return over the next year plus the dividend is reasonable.

Price:
$42.300
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-07-21 TOP PICK Magna-Int-l.--A-
MG-T
Barry Schwartz

Thinks the auto market globally is going to continue to grow. We have low interest rates, old car fleets and demand from emerging markets. Thinks the company made a shrewd acquisition in Europe to get exposure in Asia. Dividend yield of 1.56%.

Price:
$70.260
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-21 TOP PICK National-Bank-of-Canada
NA-T
Barry Schwartz

One of the cheapest Canadian banks of the big 6.  Has a valuation of 10X this year’s and 9X next year’s earnings. Dividend yield of 4.57%. He sees the dividend growing again in the 4th quarter. Canadian banks have much more value now than the American banks.

Price:
$45.550
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-21 TOP PICK Saputo-Inc.
SAP-T
Barry Schwartz

What he sees over the long-term is continuation of more acquisitions, more growth into new markets and a rising demand for more proteins globally. Asian economies love pizza and want all the types of food that we are eating, and he thinks that is a good thesis. They are generating a significant amount of free cash flow. The milk/cheese spread is not working in their favour. Sometimes it works for them and sometimes it doesn’t, but what they always do is use that excess cash flow and continue to be smart allocating it and growing shareholder value. Trading at 20X earnings. This company makes nonstop acquisitions and the milk/cheese spread can easily switch into their favour. Dividend yield of 1.75%.

Price:
$29.730
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-21 TOP PICK SPDR-Consumer-Staples-ETF
XLP-N
Hap (Robert) Sneddon FCSI

They really like this name. The whole space has been beaten up a little bit. But the whole space is looking good and making new highs. Really likes it. 10% upside from here plus the dividend.

Price:
$50.040
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-07-20 TOP PICK Bank-of-America
BAC-N
Paul Gardner, CFA

Finally they beat numbers.  The litigations risks are cooling down.  They will benefit from the US housing recovery.  0.8 times book value. 

Price:
$18.120
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-20 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
Patrick Horan

This is one you can put away in your portfolio for years. The yield curve in the US is rising, we have positive capital market flows and thinks we are going to see that continue for years. You want to buy the financials where the domestic economy is doing well. Dividend yield of 2.54%.

Price:
$69.260
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-20 TOP PICK Mainstreet-Equity-Corp
MEQ-T
Paul Gardner, CFA

It is not cheap for a reason.  2-3 story apartment buildings in Calgary and BC.  They are seeing weakness out of Saskatoon.  They are holding up otherwise.  They are great at returning 15% as an internal rate of return.  When you get ejected from your house, where do you go?  An apartment.

Price:
$35.810
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Yes
Showing 31 to 45 of 21,242 entries