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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-11-12 TOP PICK Magellan-Aerospa
MAL-T
Brendan Caldwell

Bombardier (BBD.B-T) has had its struggles. Has to both develop a product and sell it. This company has some very high quality products and can play both sides off against the middle. They supply everybody. Demand for new aircraft has been significant. The concern is that with energy prices coming lower, a lot of what has driven the demand for new aircraft is the new fuel efficient designs that a lot of manufacturers have incorporated. Dividend yield of 1.62%.

Price:
$13.770
Subject:
CANADIAN VALUE
Bias:
UNKNOWN
Owned:
Yes
2014-11-12 TOP PICK Mainstreet-Equity-Corp
MEQ-T
Paul Gardner, CFA

(Top Pick Feb 11/14, Up 9.93%) Very little vacancy.  Apartment buildings out west where there is net migration there, there are no rent controls and there are low vacancies.  A lot of assets in Edmonton.  Trades at a significant discount to its NAV.

Price:
$40.170
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2014-11-12 TOP PICK Tricon-Capital-Group
TCN-T
Paul Gardner, CFA

It has US assets so you benefit from the Canadian dollar.  They just made an acquisition that has added to their assets.  They buy individual, distressed homes in the Southern US.  This is incredibly cheap, a 15% discount to its NAV.  Their management fees keep going up.  It is the US housing market, but a Canadian name.

Price:
$8.090
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2014-11-11 TOP PICK Acadian-Timber-Corp
ADN-T
Bill Carrigan

Hitting a new 52-week high today. Thinks this works higher. An overlooked stock, which is a good sign.

Price:
$15.730
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2014-11-11 TOP PICK CAE-Inc
CAE-T
Bill Carrigan

(A Top Pick March 18/14. Down 2.77%.) There are not a lot of aerospace choices in Canada. He had picked this one because it was a pure play. Thinks that very soon we are going to make another 52-week high, and then we get a clear breakout. A weaker Cdn$ will probably help.

Price:
$14.480
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2014-11-11 TOP PICK Chartwell-Seniors-Housing
CSH.UN-T
Christine Poole

The leading seniors housing operator in Canada. About 80% of their suites are in Canada with 20% in US. Have refocused by selling off non-core properties in the US and putting the money back into Canada. She likes the demographics. We are all living longer. The population of seniors, 75+, is going to be growing at 3 times the general population rate. The penetration of seniors housing is quite low. Yield of 4.66%, but they are at the point where they could be increasing this in the next year.

Price:
$11.570
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-11 TOP PICK Walt-Disney
DIS-N
Christine Poole

A media conglomerate and content provider. Stock has pulled back a little. ESPN just signed a new affiliate agreement this past year, so going forward she expects an improvement in revenues. There is a lot of momentum behind some of their movies. When the studio does well, this is a real positive for their other businesses, such as parks and resorts, because they can leverage off those themes. Have also been putting some money in to improve some of the attractions in their resorts, which is helping to drive traffic as well as spend. Disney Shanghai is opening at the end of 2015, but after that, she expects their CapX to be moderating.  

Price:
$89.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-11 TOP PICK Lundin-Mining-Corp.
LUN-T
Bill Carrigan

The “back end of the market” is the deep cyclicals, industrials and metals. In the miners, inventory is thin and it is an overlooked sector. Thinks the stock is in the perfect spot. Chart shows a series of higher lows from 2011. Doesn't see a lot of downside.

Price:
$5.520
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2014-11-11 TOP PICK PPG-Industries
PPG-N
Christine Poole

A global coatings company. In the last few years they decided to focus on performance coatings, coatings in aerospace. They do all the painting for Airbus and Boeing planes. Made a few acquisitions in-house paints to gain share. Also, have industrial application, and automotive coating with strong share in the US, China and Europe. Recently announced an acquisition of a Mexican company that is a leading paint manufacturer. Yield of 1.3%.

Price:
$205.260
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-11-10 TOP PICK Absolute-Software-Corp.
ABT-T
Robert McWhirter

Makes firmware embedded security, particularly for laptops and tablets as well as for the management of computer and mobile devices. New CEO. Reported 10% sales growth. Free cash flow yield of 2.7%. Cash of $80 million is 23% of their market cap. Cash flow is expected to grow at 17% in 2015, and accelerate to 19% for the June/16 year. Shares are trading at an enterprise value of 7X. Looks reasonably priced.

Price:
$7.180
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on SMALL CAPS
Owned:
No
2014-11-10 TOP PICK AGT-Food--and--Ingredients
AGT-T
Joey Mack

Second lien notes. 9% yield. Feb. 14, 2018. These bonds have a prior claim on the assets. It has had a good run, but still a good yield. Thinks they will get called out early.  

Price:
$26.850
Subject:
FIXED INCOME
Bias:
Bullish on Fixed Income
Owned:
Yes
2014-11-10 TOP PICK Descartes
DSG-T
Robert McWhirter

A global logistics software company, with high recurring revenue. Has been about half as volatile as compared to the market, with a five-year beta of 0.4. Also, has a low earnings variability that has an attractive rank of A-. Cash flow was up 13% year-over-year to 3.6%. Cash is about 12% of its overall market. Cash flow is forecast to grow at 16% for January for the 2000 (?) fiscal year and ranks in the top 10% of his Quant model.

Price:
$17.000
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on SMALL CAPS
Owned:
No
2014-11-10 TOP PICK Prometic-Life-Sciences-Inc.
PLI-T
Robert McWhirter

Manufacturing company with a bonus of having a drug called PBI4050, which supposedly works better than Intermune, and works even better in combination with the Intermune product. Have proprietary filtering technologies used for large-scale purification of drugs. They use their technology to extract plasma from blood. There are 3 proteins that they are extracting from the plasma including plasminogen, IBIG and AANT. Market cap of just under $1 billion.

Price:
$1.890
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2014-11-10 TOP PICK Rona-Inc
RON-T
Joey Mack

5.4% Bond maturing Oct 20, 2016. They are continuing to chug along and make money. It is a lot compared to the Government of Canada bonds.  

Price:
$13.660
Subject:
FIXED INCOME
Bias:
Bullish on Fixed Income
Owned:
Yes
2014-11-10 TOP PICK Sherritt-International-Corp.
S-T
Joey Mack

Sherrit 8% bonds maturing Nov. 15, 2018. Sold their coal business and restructured their balance sheet. This is the shortest term maturity the company has. It is a good time to take a look at them because of the balance sheet restructuring.

Price:
$2.600
Subject:
FIXED INCOME
Bias:
Bullish on Fixed Income
Owned:
Yes
Showing 46 to 60 of 20,238 entries