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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-02-18 TOP PICK Apple
AAPL-Q
Bruce Tatters

(A Top Pick Oct 14/14. Up 30.64%.) Has almost $30 a share in cash and is going to earn about $8.60-$9 this year. He is optimistic that they will again find a way to create a category where others have tried and have not done so well, such as the watch. Dividend yield of 1.47%.

Price:
$128.715
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-18 TOP PICK Bank-of-America
BAC-N
Bruce Tatters

Late last year paid a very big settlement to the US Justice Department to settle the majority of its outstanding litigation. Trading below Book and right near tangible Book. Trading at around 10-11 times earnings. Thinks the growth outlook for the US is better than in Canada. Dividend yield of 1.22%.

Price:
$16.300
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-18 TOP PICK Bank-of-Nova-Scotia
BNS-T
David Cockfield

Banks have had a real downturn, and from what he can understand it is because of guys in New York that are Shorting Canadian banks. If you are concerned about slow growth in Canada, Mexico is booming, Central and South America are doing okay. This is where he expects the growth to come from. This is a conservative bank. Yield of 3.90%.

Price:
$66.390
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-02-18 TOP PICK Home-Depot
HD-N
Bruce Tatters

Once the winter thaws in the North-eastern states, he thinks there is going to be a tremendous wave to home improvement again this year. Home prices have continued to lift in the US. People have held off looking after their homes for years and are now starting to look after them again. PE is in the low 20s, but its CapX is less than half of its depreciation expense, so far cheaper on a free cash flow basis than on an earnings basis. Yield of 1.69%.

Price:
$111.990
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-18 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
David Cockfield

(A Top Pick Feb 21/14. Down 5.8%.) Still thinks this is suffering under a cloud, basically because of the bribery scandal. Thinks this is all past history. Good assets, including Highway 407. If you take those away, you have 2000 engineers that you are getting next to nothing. Yield of 2.2%.

Price:
$43.710
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-02-18 TOP PICK BMO-Low-Volatility-US-Equity-ETF
ZLU-T
David Cockfield

These are companies that are low and steady. There are about 100 securities in this and it is very diversified. He compared the performance of this with the S&P, and has found that it has outperformed it. One of the concerns he has about getting too close to the big cap US stocks, is that a lot of the internationals are not doing that well. Dividend yield of 1.29%.

Price:
$25.520
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-02-17 TOP PICK Air-Canada--B-
AC-T
Colin Stewart

Undertaking a multiyear cost reduction program. We have seen some of the benefit, but will continue to see more. There is obviously the significant tailwind of lower oil prices, which translates into lower jet fuel prices. Thinks they could earn upwards of $3 a share this year, which would suggest that they are trading at half the multiple of the group.

Price:
$12.580
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-02-17 TOP PICK Richards-Packaging-Income-Fund
RPI.UN-T
Colin Stewart

A boring, simple, easy to understand business. Distributes rigid packaging products. Largest in Canada and 3rd largest in North America. A lot of the products on grocery store shelves are distributed by this company. Also, they do things in the pharmaceutical/health care industry. Generates a lot of free cash flow. Trading at a discounted valuation. Pays a monthly dividend which equates to slightly over a 6% annual yield, which is very stable. At some point, it could even be a takeout target. Their largest competitor, Berlin Packaging, was recently bought at 14X enterprise value to EBITDA, and this one just trades at slightly over 8X.

Price:
$15.450
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-02-17 TOP PICK Toll-Brothers-Inc.
TOL-N
Colin Stewart

US homebuilder. Services the luxury high end of the market. After a muted year in the US housing market in 2014, he expects there will be an acceleration in housing starts in 2015/2016, and they are well positioned to take advantage of that. Because it services the high end of the market, there is less price sensitivity from its customers. A lot of exposure to California, US South and attractive markets. Not cheap, but looking at 2016 numbers it is trading at a PE of about 15X, which historically is not expensive.

Price:
$38.110
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-02-17 TOP PICK iShares-S-and-P-500--CAD-Hedged--ETF
XSP-T
John Hood

This gives exposure to the S&P 500 with a hedged product. He doesn’t want to be buying it with $0.80 dollars.

Price:
$24.180
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-02-17 TOP PICK BMO-NASDAQ-100-Equity-Hedged-Cdn-
ZQQ-T
John Hood

He is always in favour of seeing US sectors that are hedged. Has had this for a long period of time. He was doing the US$ version, but is now back into buying the Canadian version.

Price:
$33.680
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-02-17 TOP PICK BMO-EqWt-US-HthCare-Hedged-CAD
ZUH-T
John Hood

This has more health care in it, rather than pharmaceuticals. FT AlphaDEX US Health Care (FHH-T) is a rule based ETF in the healthcare area, but they use the Russell 1000, drilling down a little bit more into some of the smaller and less recognizable companies. With this one he is not buying a US health care with an impoverished Cdn$.

Price:
$40.750
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH on US MARKET
Owned:
No
2015-02-13 TOP PICK Aecon-Group-Inc
ARE-T
Jon Vialoux

This is his derivative play on the energy sector. It has an energy exposure and has fallen over the past few months because of that. Energy exposure is about 45% as of their last report, but the stock has fallen 50% from its highs. In Canada there are 2 seasons, winter and construction. Construction companies such as this tend to do well all the way through to the spring and even into the end of summer. The average gain between now and about April is about 9%.

Price:
$11.850
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
No
2015-02-13 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Brendan Caldwell

Has a tremendous consolidation strategy. Canada has certain skills that we are really good at to a point. One of these skills has been bundling up disparate small businesses. This company has taken it to quite an extent in Canada and North America, but where the real growth is, is going to be in Europe where they made a big move into Scandinavia. Over the next few years will be a chance for them to take a difficult situation to replicate what they have been able to do in Canada. Dividend yield of 0.38%.

Price:
$47.030
Subject:
CANADIAN VALUE
Bias:
BULLISH
Owned:
Yes
2015-02-13 TOP PICK Boyd-Group-Income-Fund
BYD.UN-T
Brendan Caldwell

Auto repairs. Their brand, both in Canada and the US, has been able to take a good concept and expand it through both organic growth and acquisition. Dividend yield of 1.04%.

Price:
$47.690
Subject:
CANADIAN VALUE
Bias:
BULLISH
Owned:
Yes
Showing 46 to 60 of 20,637 entries