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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-01-23 TOP PICK Altagas-Ltd
ALA.PR.G-T
Randy LeClair

Preferred series G 4.75%. (ALA.PR.G-T). Energy pipeline. This is trading a little bit above par. It resets in 2019 and is 306 basis points, so you have the spread protection.

Price:
$25.500
Subject:
BONDS & PREFERRED SHARES
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 TOP PICK Co-operators-General-Insurance-Co
CCS.PR.C-T
Randy LeClair

Preferred series C 5%. (CCS.PR.C-T). This can be redeemed in 2016 at $25. Currently trading at $24.31, below its par value. It gives you yield of 7.36%.

Price:
$25.000
Subject:
BONDS & PREFERRED SHARES
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 TOP PICK Central-Fund-of-Canada-Ltd--A-
CEF.A-T
Jaime Carrasco

This is just bullion, gold and silver stored. A good play just on the commodity itself. 50% gold and 50% silver.

Price:
$16.620
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 TOP PICK Dream-Office-REIT
D.UN-T
Jaime Carrasco

A good conservative company. Well-managed and a good dividend. Solid.

Price:
$27.280
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 TOP PICK Emera-Inc.
EMA.PR.E-T
Randy LeClair

Preferred series E 4.5%. (EMA.PR.E-T). A perpetual, paying about $1.25 annually. Has current yield of about 4.8%. Currently trading at $23.45 giving you over a 5.5% yield if they take you out in 2023.

Price:
$24.000
Subject:
BONDS & PREFERRED SHARES
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 TOP PICK RESASS-Services
RSS-CN
Jaime Carrasco

This is going to be the high-tech story in Canada. They developed a platform for real estate agents and have over 300,000 users now. The only problem with it was that it was not trading in the US, but it has now started trading there. Now a global operation. It’s illiquid.

Price:
$3.430
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-22 TOP PICK Blackrock-Inc.
BLK-N
Stan Wong

Money manager, managing $4.6 trillion, $1 million which is in ETF’s. Holds a very enviable position in that fast-growing passive investing space, through the iShares franchise. Also, very strong in the fixed income business, which will attract assets given the aging demographics. 17X forward PE. Long-term growth is probably 10%-12%. Yield of 2.42% with probably a 10% growth rate.

Price:
$360.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-22 TOP PICK IGM-Financial-Inc.
IGM-T
David Cockfield

(Top Pick Jan 22/14, Up 12.14%) Benefited from currency fluctuations.  The technology sector runs a bit with the economy.  You need to get your US content up and this is a safe way to do it.  Good expense ratio.  A good solid way to participate in the US tech sector.  Broad diversification.

Price:
$44.820
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-01-22 TOP PICK Macys-Inc.--formerly-Federated-Department-Stores-
M-N
Stan Wong

Have both Macy’s and Bloomingdale brands. Extremely well-managed. They are executing very well within store, e-commerce and their marketing initiatives. Revenues are 100% from the domestic US market. The improving US labour market and lower energy costs means more money for consumers to spend. 13X forward earnings with 10% long-term EPS growth.

Price:
$65.500
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-22 TOP PICK Union-Pacific-Corp
UNP-N
Stan Wong

The largest rail transportation company in the US. They cover 22 states (2/3rds of the country) covering the west coast. Everything from coal, grain, food, auto parts, etc. You are seeing accelerating growth for the US economy. 1.67% dividend yield.

Price:
$119.830
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-22 TOP PICK Vangrd-Dividend-Appr.-E.T.F.
VIG-N
David Cockfield

Thinks the Canadian dollar will continue to be weak.  You should have some US participation in your portfolio.  It has all the big names in it.

Price:
$81.450
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-01-22 TOP PICK BMO-Low-Volatility-Cdn-Eqty-ETF
ZLB-T
David Cockfield

Very steady.  Good diversification.  A lot of individual stocks in it.  It works great.  It might lag in a hot market.  2015 will be volatile and this is a safe place to park your money.

Price:
$26.250
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-01-21 TOP PICK Crombie-Real-Estate-Investment-Trust
CRR.UN-T
Bruce Campbell (1)

Has lagged RioCan (REI.UN-T), he thinks because of liquidity. It has the Safeway acquisition, through its parent Empire Sobeys, which it has to refurbish, and will have above-average growth from them. The shipping contracts in Nova Scotia are finally being signed, and he thinks this company will be a beneficiary there as well. You get a 6.72 % yield in a lower rate environment.

Price:
$13.220
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-21 TOP PICK iShares-S-and-P-US-Preferred.-E.T.F.
PFF-N
Terry Shaunessy

Considers this to be fixed income.  It is investment grade preferreds.  This is always an overlooked category.  5.5% yield and no withholding tax in an RRSP. 

Price:
$39.710
Subject:
ETF's
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-01-21 TOP PICK Royal-Bank
RY-T
Bruce Campbell (1)

Has some US business, which is a benefit to them. This has pulled back an awful lot here, and discounted a lot of the capital markets side. The next couple of quarters won’t be great in that area, but will be a year from now. Dividend yield of 3.89%.

Price:
$76.610
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 31 to 45 of 20,519 entries