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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-04-07 TOP PICK SPDR-Consumer-Staples-ETF
XLP-N
Hap (Robert) Sneddon FCSI

Started to move up on a shorter-term view and held in pretty good today. This is a defensive theme. The market is telling you that the risk/reward for these names is pretty good on a monthly basis. On a longer-term basis it is still ranking near the bottom and it still had a positive 8% return over the last year. Chart shows support at around $42. Over the next year, no matter what happens with the macro picture, this will be a core investment holding for at least the next year.

Price:
$42.990
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2014-04-04 TOP PICK Altagas-Ltd
ALA-T
Genevieve Roch-Decter

(A Top Pick May 23/13. Up 22.79%.) Growth over the next year is going to become more utility-like making it more conservative and lower risk which should give them a multiple expansion. Thinks there is 25%-30% upside to the stock price over the next few years because of the LNG opportunities. Contemplating a project on the West Coast to export propane. Sees a 25% further upside to the stock price. Yield of 3.32%.

Price:
$45.930
Subject:
NORTH AMERICAN ENERGY INFRASTRUCTURE
Bias:
BULL on ENERGY
Owned:
Yes
2014-04-04 TOP PICK Chicago-Bridge--and--Iron-Co.
CBI-N
Genevieve Roch-Decter

One of the oldest and largest energy infrastructure companies globally. They do everything from the front-end engineering work to construction, operations, maintenance and reclamation. In the last 10 years they’ve been on a bit of an acquisition spree and bought a lot of companies to gain access to new areas that they did not have. They were the 1st ones to build import LNG facilities in the US. Have won some big projects recently and their backlog is very large. Earnings have doubled over the last 4 years which should continue. Yield of 0.32%.

Price:
$86.070
Subject:
NORTH AMERICAN ENERGY INFRASTRUCTURE
Bias:
BULL on ENERGY
Owned:
Yes
2014-04-04 TOP PICK Union-Pacific-Corp
UNP-N
Genevieve Roch-Decter

Second-largest railroad company in the US. Have done a really good job over the last few years of controlling their costs, so their bottom line is actually growing faster than their top line. Operating ratio is 2 years ahead of schedule. Have good exposure to the crude by rail theme. Sees 20%-30% upside over the next 2 years based on a growth profitability outlook. Yield of 1.92%.

Price:
$188.050
Subject:
NORTH AMERICAN ENERGY INFRASTRUCTURE
Bias:
BULL on ENERGY
Owned:
Yes
2014-04-03 TOP PICK Ceres-Global-Ag
CRP-T
Jaime Carrasco

Likes this company because it grows food in Canada and ships it in its own railroads down to the Chicago area where there are grain elevators. This is a food play, mostly because of the drought in California. This is the third-year and we are already starting to feel price shock in the food cycle.

Price:
$7.000
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-04-03 TOP PICK CWC-Well-Services
CWC-X
Dennis Da Silva

Unique in that it is small.  Were oil services and just purchased a driller.  Top tier client base.  No dividend, but it will be capable as it starts to grow.

Price:
$2.800
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
Yes
2014-04-03 TOP PICK Paramount-Resources
POU-T
Dennis Da Silva

Nat Gas.  This is a big step change company.  Gas plant goes operational May 1.  Can grow from 20k to 70k barrels by end of 2015.  It backfills the valuation.  A repeatable play.  $1.2 billion in debt, however, but it does not worry him.

Price:
$49.950
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
Yes
2014-04-03 TOP PICK RMP-Energy
RMP-T
Dennis Da Silva

He has known the management team back into the 80s.  A step change in operations.  6k barrels a day to 15k by middle of next year.  Land base there to support much more growth.

Price:
$7.690
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
Yes
2014-04-03 TOP PICK Silver-Standard-Resources-Inc.
SSO-T
Jaime Carrasco

He is realigning his portfolio into the stocks that have the best performance. This one went from $5 to $14 and is now at $11. Thinks this is just beginning. Both 80% of silver production globally comes from a by-product of other mines. Pure silver producers are a rarity and this is one of the biggest in the world. Has a massive mine coming online in about 1.5 years in Mexico and Peru. This will bring them an extra 10,000,000 ounces a year. Current cost of production is about $9 an ounce.

Price:
$11.220
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-04-03 TOP PICK Veresen-Inc
VSN-T
Jaime Carrasco

Has just been granted permission to build an LNG plant in North America. We have to ship natural gas out and LNG will be a main component of those exports.

Price:
$16.680
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-04-02 TOP PICK iShares-Global-Infrastructure-E.T.F.
CIF-T
Michael Bowman

A global infrastructure ETF. Looking at $14 billion in infrastructure spending by the federal government, more by the provincials and in the US we have the P3’s. Thinks the trend of infrastructure is going to be not only in North America, but expects it to be worldwide.

Price:
$24.350
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2014-04-02 TOP PICK GX-Guru-Small-Cap
GURX-N
Michael Bowman

Looking at hedge funds in the US, every 3 months they have to submit their portfolios to the SEC. This small cap ETF buys companies that hedge funds own. If a hedge fund has a high turnover rate, it is not included.

Price:
$15.160
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
2014-04-02 TOP PICK Microsoft
MSFT-Q
David Burrows

He looks for companies that are good, but are getting better. This is a company that has been going through a change in management and in focus. Changing their business model from a subscription model to a Cloud-based monthly pay. Ultimately he likes companies that benefit from improving capital spending at the corporate level. Have lots of cash and trades at a very low valuation.

Price:
$41.350
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-04-02 TOP PICK Matador-Resources
MTDR-N
David Burrows

About a 3 billion-dollar market. They will come out of this year with about 22,000 barrels a day and will likely double their production over the next 2 years. They are using technology to do that. Have spent about $440 million next year on CapX. Benefiting from a big drop in the cost of drilling. Bringing on wells in as little as 8 days. They are both in the Permian and Eagle Ford basins. Have over 10 years of drilling targets going forward.

Price:
$25.570
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-04-02 TOP PICK PowerShares-Dynamic-Leisure--and--Entertainment-ETF
PEJ-N
Michael Bowman

This is a whole mix of entertainment and leisure type companies. If we are considering an economic recovery, then consumer discretionary stocks should do very well. This ETF is composed of hotels, restaurants, cruise lines, gaming houses. Has about 30 companies and they are all rebalanced quarterly. They are looked at by management actions, price momentum, earnings momentum and a number of value criteria.

Price:
$34.840
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
Showing 46 to 60 of 19,326 entries