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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-10-10 TOP PICK Bank-of-Nova-Scotia
BNS-T
David Cockfield

This gotten beaten up a little bit more than the other banks recently. Feels there is too much concern about their earnings in central and south America. He still sees them as economically doing quite well. A conservative bank. Yield of 3.87%.

Price:
$67.990
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-10-10 TOP PICK Baytex-Energy-Corp
BTE-T
David Cockfield

A heavy oil producer. They have been leaders in oil by rail. Management has shown themselves to be heads up in terms of marketing in the US and he thinks they will continue to do that. Yield of 7.88%.

Price:
$37.100
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-10-10 TOP PICK Vangrd-Dividend-Appr.-E.T.F.
VIG-N
David Cockfield

He sees the US market as offering specific opportunities at specific times. The dividend appreciation is one that he has used extensively with his clients who want exposure. A very high quality company. Well diversified and quite a conservative portfolio. A good place to have a piece of the US market. Yield of 2.45%.

Price:
$75.150
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-10-09 TOP PICK Hengan-International--HEGIY.PK-
1044-HK
Darren Sissons

This is the #1 brand for tissues and napkins in China. Sold off recently because Hong Kong is the center of a democracy drive. This is causing a lot of the stocks in the Hong Kong market to be depressed. In actuality, Hong Kong is actually the booking place for these stocks. All the money is made in China. Company has historically grown its revenues by double digits. Yield of 2.37%.

Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-09 TOP PICK American-Tower
AMT-N
David Burrows

Performed particularly well. They rent out space on towers.  They have great customers and no bad debts.  They keep getting demands for more bandwidth.  Raised dividend every quarter.  Almost no cap-X.  Dividend should increase every quarter. 

Price:
$94.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-10-09 TOP PICK BHP-Billiton-Ltd.
BHP-N
Darren Sissons

Balance sheet is good and it is a dividend growth profile story. They were the 1st to rebalance their portfolio. They are obviously trying to deal with the slow demand of the Chinese. They are going to ramp up iron ore production and use their high balance sheet to drive the high cost producers out of the market and ultimately lead to more consolidation. They will then start to pick up some of the weaker players. There could be some near term downside. Yield of 4.33%.

Price:
$57.280
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-09 TOP PICK FedEx
FDX-N
David Burrows

The big tailwind is falling energy costs.  They have been taking costs out of the business and he thinks there is another $billion further to take out.  Christmas looks good for them.

Price:
$156.510
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-10-09 TOP PICK Corning-Inc
GLW-N
Darren Sissons

The recession deferred a lot of aging TV replacements, so there is going to start to be a replacement cycle in terms of new TVs. This will probably occurs 1st in the US and then as the global economy broadens out, there will be opportunities in other parts of the globe. Also their main competitor for gorilla glass just declared bankruptcy so there should be higher or more stable prices. Very strong balance sheet. Yield of 2.15%.

Price:
$18.580
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-09 TOP PICK Home-Depot
HD-N
David Burrows

Consumer theme.  Natural tailwind, immune to disruption from e-commence.  They have expanding margins (10-12%)  Friendly to shareholders. Returning capital and buying back stock.  Dividend went way up, but it is costing them less to pay it because they bought back so many shares.  Almost all revenue from Canada and US.

Price:
$93.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-10-08 TOP PICK Agrium
AGU-T
Michael Sprung

Under $100, this is definitely a good Buy. They have been affected by slowing economies and low crop prices have been postponing some purchases. The most diversified of the fertilizer companies in Canada. Dividend yield of 3.54%.

Price:
$96.080
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-08 TOP PICK Bank-of-Nova-Scotia
BNS-T
Michael Sprung

This is the most diversified international Canadian bank. They have operations in the Caribbean, South and Central America. Has always been a very well managed bank from a credit perspective. All of the banks have pulled back a little. 3.9% yield. Thinks earnings over the next couple of years are going to go over $6 a share. This is at a very reasonable price and he is expecting 10X future earnings in a couple of years.

Price:
$69.150
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-08 TOP PICK CASH
CASH
Benj Gallander

He does most of his buying in November and December. For people who like the contrarian method that he uses, that is a great time to pick up bargains. He likes having the cash horde ready so that he can put it on the table and buy the bargains when they appear.

Price:
$0.010
Subject:
CONTRARIAN INVESTING
Bias:
SELECTIVE
Owned:
Yes
2014-10-08 TOP PICK Harmony-Gold-Mining-Co-Ltd
HMY-N
Benj Gallander

This is in South Africa and there are union problems. Their cost of production is about $1275, which is higher than the current cost of gold. They have 10 underground mines and one above ground. Have been around for a long time and management is very, very experienced. They’ve been cutting costs. They produce over 1 million ounces a year. Trades at a third of BV without any good will. Feels it has a good chance of recovery with upside potential. He has a Sell target of $16+. Gold is a very contrarian space right now and he could see adding another 1 or 2 gold stocks before the end of the year.

Price:
$2.130
Subject:
CONTRARIAN INVESTING
Bias:
SELECTIVE
Owned:
Yes
2014-10-08 TOP PICK Iteris-Inc
ITI-A
Benj Gallander

Traffic management solutions. We need more traffic planning. There is more and more traffic. A negative is that the NYSE market has cited the company and has said they have to get their financial statements up-to-date, because in March they were behind in their filing. That should happen this month, which should give the company a boost. Their plan was approved in terms of becoming compliant again. Insiders own about 28%. They are profitable year after year. His initial sell target is $3.49.

Price:
$1.640
Subject:
CONTRARIAN INVESTING
Bias:
SELECTIVE
Owned:
Yes
2014-10-08 TOP PICK Suncor-Energy-Inc
SU-T
Michael Sprung

Canada’s largest integrated oil/gas company. With energy being hit the way it has, this is a really good opportunity to step in. We are going to see some cash flow estimates come down, but nonetheless, this company should be earning around $5 or $5 plus cash flow over the next couple of years. A very inexpensive stock. You are getting the benefit of both the upstream and the downstream operations. Dividend yield of 2.99%.

Price:
$38.240
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 31 to 45 of 20,095 entries