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

Recent Top Picks

Date Signal Company Expert Opinion Price
2016-02-01 TOP PICK Transalta-Corp
TA-T
Hank Cunningham

6.4% bond maturing Nov 18/19 at $96. The yield to maturity is 7.63%, which is still an investment grade bond. It was rated as a BBB minus, but Moody’s downgraded it to one notch below investment grade late last year, and their bonds have fallen by about 15 points. They have 2 bonds maturing between now and 2019. Their forecasts are for about $1 billion in EBITDA in the next 2 years.

Price:
$4.910
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2016-02-01 TOP PICK Uni-Select-Inc
UNS-T
Brendan Caldwell

A big distributor of automotive paint.  The opportunity in auto is in keeping the cars on the road. 

Price:
$61.750
Subject:
CANADIAN VALUE
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2016-02-01 TOP PICK iShares-US-High-Yield-Bond-Index-ETF
XHY-T
Hank Cunningham

(A Top Pick Feb 11/15. Down 10.5%.) This has been one of the worst years ever for the high-yield market. He has been in and out of this twice since his recommendation. This is nothing, but US high-yield bonds, and hedged back to the Cdn$. Well diversified both by maturity and credit. The yield to maturity is slightly under 9%.

Price:
$18.000
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2016-01-29 TOP PICK BCE-Inc.
BCE-T
David Cockfield

Has been one of our better performing stocks over the last couple of years, and has performed well in this kind of environment. They are fast on their feet and are spreading out into TV, sports, etc. They like increasing their dividend. Dividend yield of 4.6%.

Price:
$56.430
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-29 TOP PICK CASH
CASH
Kash Pashootan

He was at 25% cash in the 1st week of January, and is still sitting at that. Although there are days where the market rallies 1.5%-2%, he wouldn’t cheer too early. Thinks the volatility is going to continue. Cash on the sidelines gives you an opportunity to step in and buy.

Price:
$0.010
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2016-01-29 TOP PICK Constellation-Software-Inc.
CSU-T
Kash Pashootan

The challenge is that the stock just keeps going up and it is very difficult to find an entry point. It is now down about 15% since January, and is at an entry point that many have waited for. Their core business is niche acquisition strategy, so they are acquiring small software companies. The average acquisition size is about $3 million, and they are focusing on a space that the bigger players are not interested in.

Price:
$510.000
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2016-01-29 TOP PICK McDonalds
MCD-N
Kash Pashootan

There was a lot of cash on the sidelines last year, as investors weren’t convinced the company could turn things around. But after the results we have seen recently, that conviction has started to diffuse into the market. Thinks there is going to be a new round of capital coming in from new investors who feel better about the story. They are still early in this turnaround. There is probably 10%-15% upside at the most, and then you want to get out. Dividend yield of about 3%.

Price:
$123.780
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2016-01-29 TOP PICK Toronto-Dominion
TD-T
David Cockfield

Banks have been under pressure because of Short selling in the US. We had a reasonable recovery in the latter part of 2015, and then it sold off again. Somehow US Shorts got the idea that our banks have lent a whole lot of money to the oil patch and are going to lose on a whole bunch of loans. This bank has less than 1% of its loans in the energy sector. This bank has a huge US operation. Dividend yield of 3.87%.

Price:
$53.150
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-29 TOP PICK BMO-Low-Volatility-US-Equity-ETF
ZLU-T
David Cockfield

(A Top Pick Feb 18/15. Up 16.79%.) Has a lot of US retail, consumer durables, healthcare, etc. A domestically oriented low beta ETF. A part of the US economy that will do reasonably well and not be affected by the high US$.

Price:
$29.190
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-28 TOP PICK Brookfield-Infrastucture-Partners
BIP.UN-T
Barry Schwartz

(His top picks are dividend growers.) One of the publicly traded spinoffs of Brookfield Asset Management (BAM.A-T). This is a good way for retail investors to get exposure to infrastructure assets. Dividend yield of 5.73%.

Price:
$49.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 TOP PICK Brick-Brewing-Company-Ltd.
BRB-T
Colin Stewart

What could be more non-economically sensitive than beer? They just built a new facility that gives them a lot more capacity.  Overnight the shelf space for small brewers will go from 7% to 20% in The Beer Store.  Grocery stores in Ontario are starting to sell beer and are choosing craft beer over regular beer. 2.7% dividend, good management team.  There will be a lot of consolidation in the industry in the future.

Price:
$1.940
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 TOP PICK Cineplex-Inc
CGX-T
Barry Schwartz

(His top picks are dividend growers.) 2015 was the best year of box office that we have ever seen. These are wonderful operators. They generate a lot of free cash flow that they use to improve their theatres. They are now getting into gaming. There is even the potential for a US company to take a look at this, to get exposure to Canada. Thinks you will see a dividend increase in 2016. Dividend yield of 3.25%.

Price:
$47.960
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
Colin Stewart

Financials in the US are very out of favour. 3.5% dividend and it trades below book value.  Hold it for the long term.

Price:
$57.280
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 TOP PICK Pollard-Banknote-Ltd
PBL-T
Colin Stewart

Scratch lottery tickets.  One of the top three manufacturers in the world.  It is an oligopoly.  Barriers to entry are very high because of security concerns. 

Price:
$7.450
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 TOP PICK Telus-Corp
T-T
Barry Schwartz

(His top picks are dividend growers.) When a company raises its dividend, it is signalling to investors that it thinks the year ahead is going to be good. This one has been a wonderful dividend grower with many, many years of dividend growth. 2 dividend increases last year added up to about 10%. The stock has been hurt by the sentiment of its exposure to the energy intensive provinces. Dividend yield of 4.56%.

Price:
$38.610
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 31 to 45 of 22,029 entries
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