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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-09-22 TOP PICK Precision-Drilling
PD-T
Peter Brieger

4-6% gain in 4-6 months.  The big plus for them is the North American exposure.  They signed a deal with SCL-T.  This will be one of the major positives going forward.  President said that if LNG projects go forward this one is the best positioned to benefit going forward.

Price:
$11.730
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-22 TOP PICK Power-Corp
POW-T
David Baskin

Nobody has made any money in this company for a long time. Part of that is the malaise affecting the insurance industry. With very low bond yields, insurance companies can’t really invest their unearned premiums and make very much money. That is about to change. Bond yields are going to start going up in about a year from now, which is excellent for insurance companies. With the demise of Paul Demaray, the control block of this company is, at least notionally, in play. If they break it up, the parts are worth more than Power Corp. Also, Investors Group is increasing assets under management, which will increase the cash flow going upstream.

Price:
$32.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-09-22 TOP PICK Toronto-Dominion
TD-T
Peter Brieger

A great story going forward.  Sees 5-6% growth plus dividend over the next year.

Price:
$56.790
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-19 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Greg Newman

Thinks the market is really ignoring that this company gets a lot of their effective pricing from Western Canada Select, which really hasn’t changed much. Differentials have narrowed, so the “spread under” has gone up. Thinks that on this next quarter, as long as oil doesn’t drop another $10, this should be a nice little earnings release. Ultimately they expect to have $5.5-$6.5 billion of free cash flow by 2018.

Price:
$44.070
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2014-09-19 TOP PICK FirstEnergy-Corp.
FE-N
John Stephenson

SHORT. 60% of their capital structure (debt and equity) is debt, so that portion will be very sensitive as interest rates go up. He feels US interest rates are very likely to start going up early next year. In addition, 20% of their business is unregulated.

Price:
$34.620
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-09-19 TOP PICK General-Motors-Corporation
GM-N
John Stephenson

Stock has been beaten up, so this is an attractive entry point. This is reflected in the valuations. Trading at 8.1X forward earnings. They have bungled some things, but you are seeing a strong pick up in growth. They are going towards more standardized footprints so they can produce multiple cars on the same chassis in different styles. Opel division in Europe has been a bit of a headwind, but their Cadillac is doing quite well in China.

Price:
$33.940
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-09-19 TOP PICK Hudson-Bay-Co.
HBC-T
Greg Newman

Sees this as a way for Canadian investors to benefit from improving US retail. 63% of their business mix is now levered to the US through Saks, Lord & Taylor and Off Fifth. He is modelling 43% revenue growth from merger synergies and higher margins over the next couple of years. The kicker here is that management has said they are going to do something with their real estate between now and next spring. There is a good chance of a growing retailer that is trading at a good level on a PEG ratio basis along with the real estate upside.

Price:
$15.250
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2014-09-19 TOP PICK Intact-Financial
IFC-T
Greg Newman

Property and casualty. Steady Eddie 46% earnings per share growth. This is a fragmented market and future acquisitions serve as embedded catalysts. If they can make an accretive acquisition, investors in the next 12 months will benefit.

Price:
$72.380
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2014-09-19 TOP PICK KKR--and--Co.-LP
KKR-N
John Stephenson

This should be able to grow its investment portfolio by 18% over the next couple of years on an annualized basis. Raised money in 2006 in its Asian fund and is starting to harvest that. Very geared towards the overall market and the markets have done really well, particularly in the US. They are launching money now with a European fund. One of the things in Europe is buying distressed debt.

Price:
$22.550
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-09-18 TOP PICK Bard-C-R-Inc.
BCR-N
Barry Schwartz

This hit his screen.  There is no real volume, however.  Single use medical products.  80-85% of revenues are high margin and annuity like.  Ripe for the picking by a JNJ or Abbot Labs. There are not a lot of opportunities for them to grow.  Buying back a ton of stock, but not raising dividends.

Price:
$146.880
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-18 TOP PICK Brookfield-Property-Partners
BPY.UN-T
Nick Majendie

(Top Pick Sep 16/13, Up 22.34%) It is selling at quite a discount from its IFRS value.  Thinks they will soon get much more Canadian and US analyst coverage.  Thinks it is a good purchase.  Excellent dividend growth going forward.  They have extremely high quality real estate assets.  Geographically they are diversified.  Ultimately they will be one of the few global ‘go to’ real estate companies.  Expects 7-8% increases in distribution yearly.

Price:
$23.300
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-09-18 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
Barry Schwartz

US financials are being held back by regulation and low interest rates.  Buying back stock, great balance sheet.  Earnings potential well beyond $6 next year.

Price:
$61.320
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-18 TOP PICK Magna-Int-l.--A-
MG-T
Barry Schwartz

The earnings have doubled or tripled in the last 3 years, so it doesn’t matter that the valuation has done the same.  Generating lots of positive free cash flow.  Opportunities are in emerging markets.  Look at the value, not the price.

Price:
$119.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-18 TOP PICK Transalta-Corp
TA-T
Nick Majendie

Hit lows last week going back to 2000.  They have a new director from ARC Energy.  Having cut the dividend they are executing well in terms of operational efficiency and new projects.  It is selling at the cheapest cash flow multiple in 25 years.

Price:
$12.020
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-09-18 TOP PICK Teck-Resources-Ltd.--B-
TCK.B-T
Nick Majendie

Coal has been under pressure lately, but he expects it is bottoming.  Don’t look for anything dramatic for a couple of quarters.  Copper is also bottoming out and zinc looks pretty good.  When Fort Hills comes on line you will see an increase in value.

Price:
$23.290
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
Showing 46 to 60 of 20,026 entries