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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-10-15 TOP PICK Vecima-Networks-Inc.
VCM-T
Fabrice Taylor

A nice little company that makes Network Equipment. Very stable and very well run. Churns out cash. What is interesting to him is that they have almost $15 million in cash and tend to pay out special dividends. Always seems to have a lot of hidden value. Family that runs this and owns a lot of stock is very shrewd. Expects a special dividend this year.

Price:
$7.430
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2014-10-14 TOP PICK Apple
AAPL-Q
Bruce Tatters

Valuation, net of cash, is about 11 times. This compares against the market of about 14 times. Thinks you could easily see 20%-25% earnings growth over the next year. When you see a company trading at 30%-35% discount to the market, with double its growth, this is quality on sale.

Price:
$98.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-10-14 TOP PICK Abbott-Labs
ABT-N
Brian Acker, CA

Spinning off another division. He loves the drug space, which is free of volatility. His model price is $45, a 10% upside.

Price:
$41.060
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2014-10-14 TOP PICK Hi-Crush-Partners-LP
HCLP-N
Bruce Tatters

There are 3 major players in the US in frac sand and this is one of them. They have all been down in the last 3 months. This one is now at 10X next years earnings. It is going to grow its earnings at about 35%-40% over the next 2 to 3 years. Basically every shale oil or gas well that is ever drilled has a 60% decline ratio in its 1st year. In order to keep production flat, they must drill a bunch of wells. The growth rate of the use of frac sand is going up. This is a high growth play, and an interesting way to invest in energy.

Price:
$44.820
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-10-14 TOP PICK InvenSense--Inc.
INVN-N
Bruce Tatters

The leading player in motion chips so it is in most of the cell phones around the world. This is a small company, growing very, very fast. It is also suspected to be in the Apple (AAPL-Q) watch in the coming year.

Price:
$19.780
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-10-14 TOP PICK Target-Corp
TGT-N
Brian Acker, CA

He wants more consumer discretionary in his portfolios. This is because energy prices have been coming down and the US consumer has been deleveraging and holding back. If the US$ goes up, that means cheap goods. Likes their new CEO. His model price is $64.30, a 6% upside. He would love to see it pull back more, maybe to $55. Yield of 3.4%.

Price:
$61.690
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2014-10-14 TOP PICK Exxon-Mobil
XOM-N
Brian Acker, CA

The best run company in the US. His model price is $111.55, a 23% upside. People are basically jettisoning these oil names out of their portfolios. As a Value manager, he wants to be there.

Price:
$90.550
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2014-10-10 TOP PICK Bank-of-Nova-Scotia
BNS-T
David Cockfield

This gotten beaten up a little bit more than the other banks recently. Feels there is too much concern about their earnings in central and south America. He still sees them as economically doing quite well. A conservative bank. Yield of 3.87%.

Price:
$67.990
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-10-10 TOP PICK Baytex-Energy-Corp
BTE-T
David Cockfield

A heavy oil producer. They have been leaders in oil by rail. Management has shown themselves to be heads up in terms of marketing in the US and he thinks they will continue to do that. Yield of 7.88%.

Price:
$37.100
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-10-10 TOP PICK Vangrd-Dividend-Appr.-E.T.F.
VIG-N
David Cockfield

He sees the US market as offering specific opportunities at specific times. The dividend appreciation is one that he has used extensively with his clients who want exposure. A very high quality company. Well diversified and quite a conservative portfolio. A good place to have a piece of the US market. Yield of 2.45%.

Price:
$75.150
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-10-09 TOP PICK Hengan-International--HEGIY.PK-
1044-HK
Darren Sissons

This is the #1 brand for tissues and napkins in China. Sold off recently because Hong Kong is the center of a democracy drive. This is causing a lot of the stocks in the Hong Kong market to be depressed. In actuality, Hong Kong is actually the booking place for these stocks. All the money is made in China. Company has historically grown its revenues by double digits. Yield of 2.37%.

Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-09 TOP PICK American-Tower
AMT-N
David Burrows

Performed particularly well. They rent out space on towers.  They have great customers and no bad debts.  They keep getting demands for more bandwidth.  Raised dividend every quarter.  Almost no cap-X.  Dividend should increase every quarter. 

Price:
$94.750
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-10-09 TOP PICK BHP-Billiton-Ltd.
BHP-N
Darren Sissons

Balance sheet is good and it is a dividend growth profile story. They were the 1st to rebalance their portfolio. They are obviously trying to deal with the slow demand of the Chinese. They are going to ramp up iron ore production and use their high balance sheet to drive the high cost producers out of the market and ultimately lead to more consolidation. They will then start to pick up some of the weaker players. There could be some near term downside. Yield of 4.33%.

Price:
$57.280
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-09 TOP PICK FedEx
FDX-N
David Burrows

The big tailwind is falling energy costs.  They have been taking costs out of the business and he thinks there is another $billion further to take out.  Christmas looks good for them.

Price:
$156.510
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-10-09 TOP PICK Corning-Inc
GLW-N
Darren Sissons

The recession deferred a lot of aging TV replacements, so there is going to start to be a replacement cycle in terms of new TVs. This will probably occurs 1st in the US and then as the global economy broadens out, there will be opportunities in other parts of the globe. Also their main competitor for gorilla glass just declared bankruptcy so there should be higher or more stable prices. Very strong balance sheet. Yield of 2.15%.

Price:
$18.580
Subject:
GLOBAL LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 46 to 60 of 20,117 entries