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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-05-22 TOP PICK Brookfield-Property-Partners
BPY.UN-T
David Cockfield

This is sort of a REIT type operation, but is multinational. This is commercial and is in all the big places. They have offices, retail and residential. He feels the Brookfield management is a smart bunch of people that have done very well. Have lots of money and have lots of ammunition to go off and do things. Dividend yield of 4.53%.

Price:
$28.480
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-22 TOP PICK CAE-Inc
CAE-T
Bill Carrigan

(A Top Pick Nov 11/14. Up 6.47%.) The stock is fighting to get above its old highs. If it can clear $15.50-$15.70, we have blue sky and it is on its way. This is aerospace, so you key off Honeywell (HON-N) which made a 52 week high last week.

Price:
$15.240
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-05-22 TOP PICK Com-Dev-International-Ltd.
CDV-T
Bill Carrigan

Likes the technology space and thinks this is an overlooked stock. Chart shows the area of resistance at around $4.30 which broke up through this in April. This is a good story.

Price:
$4.880
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-05-22 TOP PICK Power-Financial-Corp
PWF-T
David Cockfield

For somebody who wants a nice safe dividend and potential for dividend growth, with good diversification in the financial industry (non-bank and less bothered by excess regulation), with US and Canadian investments. Good management. Dividend yield of 4.05%.

Price:
$36.820
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-22 TOP PICK BMO-Global-Infrastructure-ETF
ZGI-T
Bill Carrigan

He wants to be involved with infrastructure. This one trades fairly well and the trend is upwards. Heavily into energy infrastructure. iShares has a global infrastructure ETF (CIF-T) which is less energy infrastructure weighted if you would like that. They are both performing relatively the same.

Price:
$34.080
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2015-05-22 TOP PICK BMO-Low-Volatility-US-Equity-ETF
ZLU-T
David Cockfield

Hasn’t done much recently, and is probably in a Buy range. They hold 25% utilities, 25% consumer staples, 20% healthcare and 12% consumer discretionary, so these are broad-based US companies towards the consumer side. Focused somewhat away from multinationals. Still thinks the US$ will continue to be strong. Good diversification.

Price:
$25.310
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-21 TOP PICK Canadian-National-R.R.
CNR-T
Andy Nasr

The US economy is on a solid footing.  The pullback is commodity related.  This is a great entry point because these issues will resolve themselves.  Leading indicators suggest volumes and prices should move up.

Price:
$74.490
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2015-05-21 TOP PICK Dollarama-Inc.
DOL-T
Stan Wong

He bought this at the 50 day moving average, which is the support level where he likes to buy stocks. They have 900 stores in Canada, which makes it 5X bigger than the next Canadian dollar store. They operate in a very attractive and growing segment of the retail space. There is still a lot of room for organic growth in Canada. Their plans are to go to 1400 stores. Yield of 0.51%.

Price:
$70.050
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-05-21 TOP PICK Firstservice-Corp
FSV-T
Andy Nasr

It is splitting into two at the beginning of June.  Fair value of the two separately is about $90.  More people will do due diligence on the two companies and realize they are cheap.  He will hold both when they are split.

Price:
$77.040
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2015-05-21 TOP PICK General-Motors-Corporation
GM-N
Stan Wong

Basically bought this right at the 200 day moving average. 2nd largest manufacturer globally in terms of cars and trucks. US auto demand trend is still moving higher based on improving consumer confidence. Lower gasoline prices are going to bode well for their light truck and SUV market. Average age of autos is 11 years plus, which is a catalyst for the demand refresh cycle. Recently announced a $5 billion buyback. Trading at 7X forward PE with a 12% long-term growth rate. Dividend yield of 4.05%.

Price:
$35.580
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-05-21 TOP PICK Southwest-Airlines
LUV-N
Stan Wong

This, along with the other airlines, dropped about 8%-10% yesterday, based on concerns about capacity and pricing pressures based on too much competition. That was well overdone. It oversold down to the 200 day moving average. All revenues are US domestic, so you don’t have to worry about the US$ tailwinds. Very healthy balance sheet. Dividend yield of 0.81%.

Price:
$37.230
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-05-21 TOP PICK Prudential-Financial-Inc
PRU-N
Andy Nasr

(Top Pick Jun 9/14, Down 1.32%) He was early.  It trades at a reasonable valuation and you should see a better return of capital to shareholders over the next year or two.  The valuation is attractive.  Last quarter they reported a favourable capital position, which was held against them until now.  More and more big corporations are off loading their pensions to companies like this one.

Price:
$85.630
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2015-05-20 TOP PICK Convalo-Health-International-Corp
CXV-X
Bruce Campbell (2)

Basically in the acquisition of addiction rehabilitation centres in the US. Just signed a couple of deals today. Growing by acquisition as well as organically. It’s the same group that brought in Patient Home Monitoring (PHM-X). Michael Dalsin (Chairman) has said that the organic growth of this one will make the organic growth at Patient Home Monitoring looks like it is really nothing at all. Have a fair bit of cash on the balance sheet. Has a pipeline of 10 companies in advanced discussions for acquisition.

Price:
$0.630
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-20 TOP PICK Mainstreet-Equity-Corp
MEQ-T
Paul Gardner, CFA

One of the cheaper stocks in the TSX. Trading at about a 20%-25% discount to its NAV. They own the mid-tier apartments (2 or 3 stories) in Edmonton, Calgary and Surrey. They have NOI (net operating income) growth of around 15%. They are refinancing and saving millions of dollars on financing costs. It is too cheap. It should be worth $45-$50. They are doing incredibly well in their numbers last quarter.

Price:
$37.980
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2015-05-20 TOP PICK NYX-Gaming-Group-Ltd
NYX-X
Bruce Campbell (2)

The little cousin to Amaya (AYA-T) and Intertain (IT-T). They develop the actual games that Amaya and Intertain would use on their websites and mobile apps. Has been growing by acquisition, and just made another small one today. Also, had the acquisition from Amaya’s Cryptologic assets. When that was announced, the stock sold off by about 15%, because the market was concerned about an equity issue. They are certainly going to have to raise some money from an equity standpoint as well as from a debt standpoint. He doesn’t know how that equity looks right now, but chances are that when it does get announced it could either be a private placement or a bought deal, and chances are it’s going to fly off the shelf. If you want to position yourself ahead of that, he thinks it is a pretty attractive valuation. Trades at great free cash flow yields and management owns about 40% of the stock.

Price:
$4.460
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
Showing 31 to 45 of 20,989 entries