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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-03-17 TOP PICK iShares-S-and-P-Global-Water-E.T.F.
CWW-T
John DeGoey

Water. This is the usual pipelines, sewers, desalinization plants, etc. Only about 1% of the world’s water is fresh water, and even some of that is starting to melt. This is going to be a really important play down the road, because there are parts of the world that do not have access to clean water. It is going to become more and more of a geopolitical issue.

Price:
$27.180
Subject:
PERSONAL FINANCE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-03-17 TOP PICK Flextronic-International
FLEX-Q
Ross Healy

He likes the high tech area of the US market.  He doesn’t want to chase biotechs.  Their earnings are going up and fair market values are big so the stocks look attractive.  You might want to hold on while it runs up against a breakout point of $12.50.  If it gets above it then it is gone for a nice move.

Price:
$11.950
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-17 TOP PICK BMO-Global-Infrastructure-ETF
ZGI-T
John DeGoey

Infrastructure. When you look at tangibles and when you look at things that are going to be equity based, in a world where growth slows considerably you have to look for things that will pretty much guarantee to have money no matter what. Infrastructure is crumbling and everywhere you look they are rebuilding. This is a global product.

Price:
$34.350
Subject:
PERSONAL FINANCE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-03-16 TOP PICK ATS-Automation
ATA-T
Andrew Hamlin

There is this pickup in the global trend of manufacturing automation.  Trades slightly cheaper than Rockwell, for example.  As we see global production picking up they will do well here.  Estimates have been reset over the last quarter here and so the company has more attainable growth estimates now.  There is organic as well as margin growth possible here.

Price:
$13.710
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Yes
2015-03-16 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Bruce Campbell (1)

Just made a small US acquisition. Had pulled back into the $46 area which is where he bought. For the 1st time, with a bit more earnings estimates increases, you have a multiple under 20 times. This gives you a growth stock of US consumer and European. There are lots of things more that they can do. Yield of 0.37%.

Price:
$48.130
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-03-16 TOP PICK CitiGroup
C-N
Andrew Hamlin

It is going to get a kick in the pants and get moving here.  This is a multi-year trade for income markets.  We are going to see a tremendous amount of capital fed back to investors here.  He was impressed with how they have tried to fix their problem assets.  They will do well in a rising rate environment.  A decent way to play it.

Price:
$53.690
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Yes
2015-03-16 TOP PICK Discover-Financial-Services-LLC
DFS-N
Andrew Hamlin

The general improving economy theme.  Predominantly a US play, targeting the middle income earner who uses credit.  Credit cards should do very well.  This one actually takes credit risk, which it is now the time to do.  They did well in the stress test. There are share buy backs.  It has been an underperformer against Visa and MasterCard. 

Price:
$59.500
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Yes
2015-03-16 TOP PICK Merck--and--Company
MRK-N
Bruce Campbell (1)

Doesn’t see a home run for this, but he does see $63-$64 in 12 months. This has been flat, and is in a hot group. They have a lot of acquisitions and divestitures and have raised the dividend. Also, doing a huge buyback, which they do every year. Yield of 3.15%.

Price:
$57.120
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-03-16 TOP PICK Nike-Inc
NKE-N
Bruce Campbell (1)

Will be reporting on Thursday. In the last quarter, they reported 15% growth, a lot of it from China in shoes. They have a whole bunch of avenues. They are in every sport. The soft sport for them is golf. The US$ is a headwind for them as it is for a lot of US multinationals, so you have to watch that. Yield of 1.16%.

Price:
$96.440
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-03-13 TOP PICK AGT-Food--and--Ingredients
AGT-T
Gavin Graham

Lentils. 10% of the world’s food intake is pulses, which is lentils, peas, etc. Was a hot growth stock after it went public in the late 2000’s. Rained a lot in 2010 which wiped out the lentil crop in Saskatchewan. It has come back and they do $1 billion in sales. The largest global exporter of lentils with operations in Turkey and Australia. Started to get into food ingredients, so have gone into a joint venture. Yield of 2.31%.

Price:
$26.400
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2015-03-13 TOP PICK Dorel-Industries
DII.B-T
Gavin Graham

40% of revenue is from bikes, but also has baby strollers. They bought a Hong Kong based manufacturer of car seats, which makes them #3 in China, which should be a very interesting growth part. Trading at 15X earnings with a yield of about 4.07%.

Price:
$37.200
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2015-03-13 TOP PICK Novartis-AG
NVS-N
Gavin Graham

A Swiss healthcare company. One of the top 6 drug companies globally. Has major strength in cancer and multiple sclerosis. Able to do mid to high single digit revenue growth in underlying Swiss franc terms, which gives you low double-digit earnings growth. Did a big reorganization of its portfolio last year. Yield of 2.92%.

Price:
$97.040
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2015-03-12 TOP PICK Amgen-Inc.
AMGN-Q
Paul Harris, CFA

Great company with a dividend yield of 2.07%. Trading at about 14 or 15 times earnings. Have real great products in the kidney area and cancer research. Also, have some great products coming through the pipeline. Feels they are committed to keeping cost structure down, increasing operating margins, increasing dividends and doing share buybacks. Also, have a good cholesterol drug that is coming out now.

Price:
$154.250
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2015-03-12 TOP PICK Bombardier-Inc--B-
BBD.B-T
Christine Poole

Has not owned in 10 years and it got to the point that sentiment was just so low.  They came out with a new issue that was oversubscribed.  The equity along with the debt offering was more than enough to fund the `C` series.  The new CEO knows aerospace very well.  He comes from a corporate culture strong in margin improvement and cost reduction.  The plane is going to the Paris air show in June.   She puts it in her growth accounts.

Price:
$2.450
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-03-12 TOP PICK Chartwell-Seniors-Housing
CSH.UN-T
Christine Poole

A demographic play.  Occupancy was 93% pre-recession.  This is improving.  They increased distribution 2% recently.  They said they wouldn`t increase the distribution until they felt an increase each year was sustainable.

Price:
$12.070
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
Showing 46 to 60 of 20,742 entries