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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-09-08 TOP PICK Bank-Of-Montreal--Preferred-
BMO.PR.T-T
Randy LeClair

BMO Floating Rate Preferred Share Series 17 (BMO.PR.R-T) This is more of a defensive play. It can be Called at any time at $25. This came with the reset spread of 165, so you are getting a T-bill rate, which is around 1%, +165 basis points, 265 for basically a money market piece of paper. If rates go up, you are going to get more money.

Price:
$25.500
Subject:
FIXED INCOME
Bias:
SELECTIVE
Owned:
Yes
2014-09-08 TOP PICK Enbridge-Inc
ENB.PF.C-T
Randy LeClair

Enbridge Inc. 4.40% Series 11 (ENB.PF.C-T) This company has quite a few issues outstanding. They started issuing a little bit higher rate and this one is fairly new. This is a top rated energy oil/gas pipeline company. It will possibly go to Reset in 2019. You are getting some protection at a 264 basis points over the Canada or the floating-rate. 

Price:
$25.110
Subject:
FIXED INCOME
Bias:
SELECTIVE
Owned:
Yes
2014-09-08 TOP PICK Great-West-Lifeco
GWO.PR.S-T
Randy LeClair

Great West Lifeco 5.25% Series S (GWO.PR.S-T) This was a recent issue. 5.25% from a good solid insurance company. Currently it is trading slightly over par. The $26 Call starts in 2019, and then goes all the way down to 2023. At $25 it could be redeemed by the company.

Price:
$25.320
Subject:
FIXED INCOME
Bias:
SELECTIVE
Owned:
Yes
2014-09-08 TOP PICK Kelt-Exploration
KEL-T
Robert Lauzon

Top tier management team.  Very strong production and cash flow growth back loaded to the end of the year. 

Price:
$12.980
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-08 TOP PICK -Leucrotta-Exploration-Inc.
LXE-X
Robert Lauzon

Markets are fixated on their location.  He feels this one is mispriced.

Price:
$2.120
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-08 TOP PICK Mapan-Energy-Ltd
MPG-X
Robert Lauzon

Shell Canada sold natural gas assets to Maplin Energy.  Done through PI-X.  This stock will turn into Maplin.  It is a natural gas story with no debt.  Deep basin.  Good management team.  It is a start up, a new story.  Smaller market cap, no dividend.  It trades at half the valuation of comparables.  Once the market understands it, it should do quite well.

Price:
$0.175
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-05 TOP PICK Pure-Industrial-Real-Estatetrust-Trust
AAR.UN-T
Derek Warren

It just looks even cheaper now as the fundamentals look very strong.  FedEx centers across the US.  Does not think there is a lot of risk of diluting through share issue.

Price:
$4.600
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2014-09-05 TOP PICK BHP-Billiton-Ltd.
BHP-N
Norman Levine

They are spinning out some assets.  Shareholders will probably get them as a dividend.  He likes what will be left in it and he will sell the spin out and keep the core company.

Price:
$66.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2014-09-05 TOP PICK BankUnited--Inc
BKU-N
Norman Levine

Florida based commercial bank.  It is over capitalized right now.  Second biggest deposit taker in the state of Florida.  Great real estate market.  What US banks need is for interest rates to go up.

Price:
$31.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2014-09-05 TOP PICK Granite-REIT
GRT.UN-T
Derek Warren

Large company with a lot of potential because its debt is very low and they have a lot of cash on the balance sheet.  A lot of exposure to the auto industry, but they are expanding out of that.  5.37% yield, responsible management, safe growth.  No equity dilution risk.

Price:
$41.050
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2014-09-05 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Norman Levine

He was not worried about the scandal which was caused by employees that are gone from the company.  They cleaned up the ethics of the company, lost no business and then gained more.  They are monetizing non-strategic assets and are growing the company.

Price:
$55.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2014-09-05 TOP PICK WPT-Industrial-REIT
WIR.U-T
Derek Warren

Industrial centers in the US.  Amazon, shipping, conglomerates.  Tied to the economy.  Trades below the value of their buildings.  7.02% yield.  You have to wait for the value to be appreciated.

Price:
$10.100
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2014-09-04 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Douglas Kee

6.41% sustainable dividend yield. Payout ratio of 140% which is expected to drop to 105% next year, so he feels the dividend is safe. Growth is through acquisitions, but just as importantly, they grow through increasing production. They buy a lot of raw land and explore it.

Price:
$43.090
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2014-09-04 TOP PICK Fortis-Inc.
FTS-T
Douglas Kee

Has grown its dividend at about 4% a year for the last 5 years. Dividend yield of 3.74%. Made a $4.2 billion US acquisition in Arizona. When they make acquisitions, it takes a long time for the deals to close. This one took a year. Their model is that as soon as they announce an acquisition, they raise the equity for it. Spent about $900 million on an expansion on a dam in BC, so there will be a double-digit jump in earnings in 2015. Also, expects their dividends in the next couple of years to grow at a faster rate.

Price:
$34.180
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2014-09-04 TOP PICK Perpetual-Energy
PMT-T
Joey Mack

Bond 8.75% Mar 15/18.  Stay short, buy credit and select high quality names.  This is one of them.  There is a great story behind this one.  Just under 8% yield for a 3.5% piece of paper.  It is a speculative pick in the bond market.  You have to go through a broker.  They are unsecured notes.

Price:
$1.960
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
Showing 31 to 45 of 19,954 entries