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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-08-26 TOP PICK DirectCash-Payments-Inc
DCI-T
Stephen Takacsy, B. Eng, MBA

Trading at about 5.5X EBITDA for a company with low CapX, high free cash flow and recurring cash flow. They made some acquisitions. The biggest ATM network in Canada and Australia, and the 3rd biggest in England. Through their Threshold acquisition they manage the exchange network which manages transactions at thousands of ATM machines. Dividend yield of 12.12% is sustainable with a payout ratio under 60%. In the next quarter and going forward you are going to be seeing increases year-over-year in profitability.

Price:
$12.590
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-26 TOP PICK La-Z-Boy-Inc.
LZB-N
Gordon Reid

A derivative play on the housing recovery. This company does well when the housing market does well. They are managing their business very well. Not only growing revenue, but are expanding margin. He is expecting about a 250 basis point expansion and margin over the next few years, which will go straight to profits, because it is operating leverage. Dividend yield of 1.17%.

Price:
$27.320
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-26 TOP PICK Ten-Peaks-Coffee-Co
TPK-T
Stephen Takacsy, B. Eng, MBA

In a strong growth position now. Their decaf, which is chemical free and organic, is the only one that can use the words Swiss Water in it. They supply big chains like Tim Hortons and McDonald’s in Canada. They are just starting with McDonald’s USA. There is a whole 3rd wave of specialty coffee retailers developing in the US. They have perfected their technology so that you cannot tell the difference between decaf and caffeinated anymore. They are not able to retain the caffeine and resell it, but if they were ever able to do that, it would be icing on the cake. Thinks they can easily do $10 million EBITDA. A very unique, high margin, high barrier to entry, pre-cash flow generating company, that is going to be building a new plant and doubling its capacity. Dividend yield of 3.29%.

Price:
$8.200
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-25 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Eric Nuttall

The most mispriced oil/gas stock in Canada that he can find. Their proved reserves can produce oil for 10 years. At $55 oil, it is trading at 5.5X its total corporate value relative to cash flow. That means you are getting part of the proved reserves for free, their probable reserves for free and all of their own booked inventory for free. It has never traded as cheaply as it has today. Eliminated people’s major concerns and cut the dividend so it is right sized. He has it being sustainable at about $50-$55 or higher. The cash flow is around 2.5X. Eliminated their DRIP so there is no dilution. Dividend yield of 9.02%.

Price:
$12.790
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
BULLISH on OIL
Owned:
Yes
2015-08-25 TOP PICK CRH-Medical-Corp.
CRH-T
Jason Donville

The best small-cap company in Canada that he can recommend. Great management team. 9X 2016 earnings. 31% ROE. He is very comfortable in saying that in 5 years it will be a $25 stock.

Price:
$3.930
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-25 TOP PICK MTY-Food-Group
MTY-T
Jason Donville

Has ROE every year of 20%, very consistent. Not much of any leverage in the business, and very little economic sensitivity. Extremely well-managed. Trading at 14X 2016 earnings, which is really cheap for this kind of growth. Dividend yield of 1.23%.

Price:
$32.670
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-25 TOP PICK Northern-Blizzard-Resources-INC
NBZ-T
Eric Nuttall

Has fallen from $18 and he started buying at around $4. This company is 60% hedged on oil production next year, close to $80. Debt to cash flow is below 3X using Strip pricing. Have no debt maturity until 2022. Recently cut the dividend by 50%, and current yield is around 14%. Doesn’t see that being cut anytime soon. They are 100% Saskatchewan, so you have no exposure to the NDP uncertainty.

Price:
$3.680
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
BULLISH on OIL
Owned:
Yes
2015-08-25 TOP PICK Torc-Oil--and--Gas-Ltd
TOG-T
Eric Nuttall

Doesn’t view the dividend as likely to being cut. Even if it is, the stock has been pounded so badly that he feels the stock would rally, not go down. Relative to its proved reserves, it is trading at around 6X cash flow and has never traded this cheaply. Its proved reserve life is around 9, so you are getting the proved reserves for free. Dividend yield of 11.3%.

Price:
$4.750
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
BULLISH on OIL
Owned:
Yes
2015-08-25 TOP PICK Valeant-Pharmaceuticals
VRX-T
Jason Donville

Has taken on a lot of debt to fuel its acquisitions. This is run by business development people who are backed by really good operators, which will take it the next step higher. Track record is outstanding. There is no economic sensitivity to the consumption of pharmaceuticals, eye care products, etc. Trading at only 14X 2016 earnings, which is cheap for a high-quality large cap growth stock.

Price:
$293.790
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-24 TOP PICK CASH
CASH
Keith Richards

(A Top Pick July 14/15.) He is holding about 50% in cash and is not ready to deploy that yet. Seasonally, August and September can be a little bit crummy on the market. There are a lot of great stocks, but he waits for the overall market to signal.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-08-24 TOP PICK Canadian-National-R.R.
CNR-T
Peter Brieger

Grain and fertilizers are 15.8% of their business. Coal is 4.1%, forest products are 13.6%, energy is 19.8%, automobiles 9.2%, metals are 12.6%, intermodal is 23.3% and diversified is 5.5%. Even in the face of a slowdown in volumes, it has managed a price increase, reacted very quickly by putting a freeze on hiring, and retired 200 locomotives and 10,000 railcars. They still produced a record 56.4% operating ratio.

Price:
$72.740
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-08-24 TOP PICK iShares-Global-Agriculture-ETF
COW-T
Keith Richards

(A Top Pick July 14/15. Down 8.02%.) Chart is showing a classic uptrend. Volatility has been low. Seasonally, agricultures tend to move between now and the end of the year. It has a pretty good mix.

Price:
$31.020
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-08-24 TOP PICK Manulife-Financial
MFC-T
Peter Brieger

Down 21.3% from its high, well beyond the decline of the TSX. Growth rate and consensus earnings per share is 19% this year, 16% next year and 13% the year after. A far greater discount than it should be. Its 3 major divisions are Asia, the US and Canada. Asia, 27% of its business, is up year-over-year at 23%. Wealth management, 33% of the business, is up 31%. Canadian business is 33% of its business and is up 31%. US is 36% of its business and is up only 1%. Dividend yield of 3.49%.

Price:
$19.950
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-08-24 TOP PICK Toronto-Dominion
TD-T
Peter Brieger

Down 15.4% from its high. The discount on this is far too great, even taking into account the banks headwinds in Canada of real estate and oil. The opportunity for their US division to increase their mortgage exposure is tremendous. They are the exclusive distributor for Nordstrom retailer credit cards. Dividend yield of 4.18%.

Price:
$49.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-08-24 TOP PICK SPDR-Utilities-E.T.F.
XLU-N
Keith Richards

This is a boring position and he doesn’t expect a lot of upside, but also doesn’t expect a lot of downside. Thinks if you were to look at this position a month or 2 from now, you will find it more or less at a similar price. He expects it to be flat but to earn a dividend on it.

Price:
$43.370
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
Showing 46 to 60 of 21,398 entries