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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-04-15 TOP PICK Element-Financial
EFN-T
Peter Hodson

This has made a lot of money for a lot of investors over the past 20-30 years. Brilliant management. This is also an economic call. You have low interest rates and a good economy, so for a leasing company it is almost perfect. They can finance attractively and are not going to lose a lot of money when leases go bad. They are into almost anything that moves, such as rail cars, transportation companies, etc. Have done lots of leasing and have grown very, very fast through acquisitions, and have mentioned a dividend for next year. As they grow into that 1st dividend, he thinks a lot more investors will start to pay attention. Growth rate is looking very, very good. Earnings per share this year should grow very nicely. They are economically and interest rate sensitive, but he thinks both of those are positive for them right now. Trading at 17X earnings, which is very, very attractive.

Price:
$17.510
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2015-04-15 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
Mike S. Newton, CIM FCSI

Valuation is only 10X forward PE. Earnings showed pretty good and rather robust trading in capital markets activity. If interest rates start going up, this would be a bit of a tailwind for them. Buybacks were authorized to go even higher. Dividend yield of 2.49%.

Price:
$64.210
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-04-15 TOP PICK Patient-Home-Monitoring
PHM-X
Peter Hodson

Has been a very good trader. Market cap of $365 million. 10,000 people will turn 65 in the US today, so this company is going after the homecare market. You have a huge baby boom generation that is getting older and needs homecare. He really likes the trend. Hospitals are trying to get patients out of the hospital and into the home. The government is trying to save money by treating patients at home. Here you have a consolidator that is chipping away and buying up companies that treat in-home patients, and will start cross-selling different products and different services. Made some great acquisitions, but in their last year they had 58% internal growth without acquisitions. Just did a $60 million financing and already had $20 million in cash, so now they have $80+ million to spend, and may start going after bigger acquisitions in the US while the timing is right. Management owns 11%.

Price:
$1.740
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2015-04-15 TOP PICK Constellation-Brands-Inc
STZ-N
Mike S. Newton, CIM FCSI

Brands include Corona, Jackson Triggs, Modelo, Robert Mondavi, etc. A very, very defensive name. Yield is only 1.06%, but the CEO indicated he would probably look to increase that over time. They are really knocking it out of the park in all of their verticals and doing extremely well in vodka and whiskey. They’re undergoing an expansion into tequila and craft beer. Now that it is paying a dividend, it is going to be on a lot more people’s radar.

Price:
$117.520
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-04-14 TOP PICK HBP-S-and-P-TSX-60-Index-ETF
HXT-T
Don Vialoux

TSX 60 finally broke through a 7 year high, which is technically very, very good. This is in an upward trend, above its 20 day moving average and is outperforming the S&P 500. The problem is, once you get into May to October, volatility increases virtually every year, so you want to protect yourself by owning this until May and then look for some technical signals to take some profits.

Price:
$28.870
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2015-04-14 TOP PICK Mondelez-International
MDLZ-Q
Christine Poole

This is 44% emerging markets. They are the number 1 player in biscuits, chocolates, candy and number 2 in gum. Most of those categories have very little private label competition, which is good for pricing. This is really a play on emerging markets for their growing consumer middle class. She sees a lot of runway. FX has been a headwind but she thinks the market has chosen to look through that and to recognize the long-term growth opportunities. The company has been embarking on a margin improvement program as their margins are quite a bit lower than their peers. Yield of 1.6%.

Price:
$37.470
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-14 TOP PICK Manulife-Financial
MFC-T
Christine Poole

Thinks they are really position to grow their ROE and their Book Value. These are 2 really important metrics she looks for in a lifeco business. Have done a series of transactions, which underscores management’s focus on long-term growth. Yield of 2.8%.

Price:
$22.130
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-14 TOP PICK PPG-Industries
PPG-N
Christine Poole

Has a lot of International exposure. 40%-45% is North America and the rest is international. A global coating company. They are number 2 in 70% of their end markets. Provides coating for aerospace. Also, have architectural paints (house paint) as well as auto OEM coating. A leading player in the US. Recently acquired the largest player in Mexico. Raw material costs are largely petrochemical based, so they will benefit from lower crude prices. Yield of 1.18%.

Price:
$227.960
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-14 TOP PICK Power-Share-QQQQ-ETF
QQQ-Q
Don Vialoux

Historically, this has outperformed the rest of the market from the middle of April through to the end of May. This partly has to do with its makeup. It is technology, which is when companies announce their new products. Also, a good chunk is biotech, and there are a lot of announcements from the biotechs that come into the market at that time as well.

Price:
$107.170
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2015-04-14 TOP PICK SPDR-S-and-P-500-ETF
SPY-N
Don Vialoux

Technicals are positive. The S&P 500 is in an upward trend. Trading above its 20 day moving average. This is the market, so it is doing what the market does. Seasonality continues to be positive until, on average, May 5. There is a danger that the markets could come under pressure some time between May and October of this year. A very short term trade.

Price:
$209.490
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2015-04-13 TOP PICK Masonite-International-Corp
DOOR-N
Colin Stewart

Leading global designer and manufacturer of interior & exterior doors. Was previously listed in Canada and then was bought out by a US private equity firm which put too much debt on it. It went bankrupt, but has now come back as a public company in the US. Very exposed to the North American housing market. With the US housing downturn, they have made 11 acquisitions, cut costs and become much more efficient. Good pricing power.

Price:
$68.940
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-04-13 TOP PICK Interfor-Corp
IFP-T
Colin Stewart

His favourite lumber company. The fastest growing lumber company in North America, maybe globally. Have been very acquisitive. Transformed from being a largely Canadian-based lumber company to a North American company. Operating in the US, they have much lower labour costs and access to cheaper logs.

Price:
$17.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-04-13 TOP PICK iShares-MSCI-Europe-IMI-Index-ETF--CAD-Hedged-
XEH-T
John Hood

He likes this because it is hedged against the euro and costs only 25 basis points. Has 30% of UK with Spain/Germany/France 13% each. This gives you a good, solid, European core, plus it is doing small-cap and mid-cap.

Price:
$23.400
Subject:
OPTIONS & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-04-13 TOP PICK Canadian-Satellite-Radio
XSR-T
Colin Stewart

The only satellite radio provider in Canada now. They have a licensing deal with their US sister company to use all their content. Has come under pressure in the last year or so, but on some short-term issues. A really good subscription based business. 2.6 million subscribers in Canada. 7% of the population use it. 65% of all new cars sold in Canada have the technology preinstalled and are able to convert 1 of 3 of those people as new users. There is also the used car channelling that they can go after. Thinks it is worth upwards of $8 a share. Dividend yield of 6.84%.

Price:
$6.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-04-13 TOP PICK BMO-MSCI-EAFE-Hedged-TO-CAD
ZDM-T
John Hood

He likes that this is EAFE (Europe, Australasia and Far East). It is about 20% Japan, 22% UK, 10% each for England, France and Germany and it is more large caps, along with some individual stocks.

Price:
$20.820
Subject:
OPTIONS & ETFs
Bias:
UNKNOWN
Owned:
No
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