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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-04-10 TOP PICK NCR-Corp.
NCR-N
Don Lato

Does not understand why this stock has lagged so much.  They took on additional debt.  More and more the business is moving to software and the recurring revenue model.

Price:
$33.940
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-09 TOP PICK Prada
1913-HK
Mark Grammer

Prada - Has avoided this company since the IPO, but it has now sold off dramatically. Feels the market has unduly punished them. Merchandising has been fantastic. Yield of 2.05%.

Price:
$0.000
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2014-04-09 TOP PICK Adidas
ADS-DAX
Stan Wong

Mr. Wong referred to the symbol AADDYY-O.  A new position.  Will do quite well with the economic recovery in Europe and the FIFA world cup.  They will get a lot of press and a lot of purchases.  Are under pressure in share price due to exposure to emerging markets, but he thinks emerging markets will be a big beneficiary for this one.  15% earnings growth expected.

Price:
$0.001
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Yes
2014-04-09 TOP PICK Estee-Lauder
EL-N
Mark Grammer

His screens show a 7%+ top line growth, bottom line growth even faster. Over the next 3 years he would expect at least 100 basis points of margin expansion per annum. This gives him a top line growth with an accelerating bottom line growth. Where he really sees leverage is on the travel side. More and more Chinese, for example, are traveling abroad. Travel retail accounts for 12% of sales, but he estimates it accounts for up to 25% of their profits. Lots of room for margin improvement. Yield of 1.15%.

Price:
$69.710
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2014-04-09 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Stan Wong

A Top Pick last time.  Has been beaten up.  Has a blockbuster drug where earnings will explode.  18 times earnings, 25% earnings growth.

Price:
$70.650
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Yes
2014-04-09 TOP PICK Intertek-Group-plc
ITRK-LON
Mark Grammer

(London Exchange) Had a pretty weak year. The overall testing, inspecting, certification business has been challenged because of commodities. Out of the big 3, this is the most exposed to the consumer. The catalyst for them is that China is considering opening up its market to foreign tech companies. Right now the big 3 do Chinese testing, but all for exports, none for the domestic market. There is talk they are going to be allowed. If so, he is looking at 12% additional top line growth. Yield of 1.75%.

Price:
$0.010
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2014-04-09 TOP PICK Mastercard-Inc.
MA-N
Stan Wong

Contrarian call.  Beaten up YTD.  Will benefit from the trend to electronic payments.  Have more exposure to international markets, which are faster growing, than Visa has. 

Price:
$73.560
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Yes
2014-04-08 TOP PICK Bank-of-Nova-Scotia
BNS-T
David Cockfield

One of the better banks in Canada. Going back to the crisis, it didn’t seem to get stuck with holding bad assets. Internationally oriented. Big in the Caribbean, Mexico, Central America and into South America. Normally, because of that exposure, they trade at a premium to their peers. Trading at a discount which he thinks is wrong as he feels those countries are going to do quite well. The kind of growth you get in these emerging countries is so much easier and so much larger than what you are going to get in other banks in Canada or even in the US.

Price:
$64.890
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-08 TOP PICK Baytex-Energy-Corp
BTE-T
David Cockfield

Have issued licenses so Canadians can export Canadian oil through US ports and he wants to see how this all plays out. If that does, we are in even better shape. The company has been running well for years. In the Seal area. Very predictable flat line. Heavy oil which they are great at extracting. Pays a good dividend.

Price:
$45.150
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-08 TOP PICK Canacol-Energy-Ltd.
CNE-T
Brian Huen

Primarily in Colombia. Extremely prospective. Oil and gas. Cash flow growth of 40%+ year-over-year. Thinks the production guidance is conservative and will be re-rated. Extremely strong balance sheet that allows them to execute their business plan. Have big partners that will help them finance growth going forward. It will be volatile, but for somebody who is patient and likes growth, this is one you definitely want to own.

Price:
$6.950
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH on EUROPE
Owned:
Yes
2014-04-08 TOP PICK Crescent-Point-Energy-Corp
CPG-T
David Cockfield

As usual, it beat the forecasts in its last quarter. Had given people problems because they had a lot of takeovers, which they paid for with stocks giving ongoing dilution. Continues to pay an excellent dividend of 6.8%. Their water flood is working well. In the Bakken and North Dakota. Big in the rail. Thinks we are going to finally see some capital appreciation in the stock. It finally managed to get through $40. He can see it up to $46.

Price:
$40.990
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-08 TOP PICK Gildan-Activewear-Inc.
GIL-T
Brian Huen

Very rare when you have a Canadian company that is a world leader in what they do. 70%+ market share which has being growing. Low margins, but they have the volumes and he believes they are going to continue to grow that space. What is really exciting about the story is that they are manufacturing everything that they can sell. Demand is the key driver here. Have a fully funded growth pipeline that allows them to grow bottom line 15%-20% in the next 3 years. Trading at 15-16 times forward earnings and should trade at about 18 times. Yield of 0.86%.

Price:
$54.410
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH on EUROPE
Owned:
Yes
2014-04-08 TOP PICK Redknee-Solutions
RKN-T
Brian Huen

An excellent buying opportunity at these levels. Company recently raised equity at $5.85 to shore up its balance sheet to show its customers that it is an extremely sound financial situation to assist them with their growth plans. Most of its customers are large telcos, utilities and railways and their product allows their customers to segment their customer base so they pay for every little thing. Trades at less than 1.5X EBITDA to sales.

Price:
$5.340
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH on EUROPE
Owned:
Yes
2014-04-07 TOP PICK American-Electric-Power-Company-Inc
AEP-N
Hap (Robert) Sneddon FCSI

At a previous high last May that he would like to see it gets through, but more importantly it has a strong upper trend. Utilities are starting to move up on the weeklies so when you see this action happening, we have a longer-term negative/sideways trend and a shorter trend, this really peaks his interest. Great dividend. Sells at a little bit of a discount to its peers.

Price:
$50.690
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2014-04-07 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
Zachary Curry

Under 10 times earnings.  Fingers in all the pieces of the pie.  Consumer, business and asset management.  Payout around 40% and he sees this as growing.  2.6% yield could be better.  Potential for international growth.  He hopes the litigation issues are all behind them.  Thinks there is less uncertainty with them. 

Price:
$59.000
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
Showing 31 to 45 of 19,329 entries