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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-09-11 TOP PICK Mondelez-International
MDLZ-Q
Stan Wong

One of the world’s largest snack companies. $34 billion in US global net revenues. 40% of its sales come from the high growth developing markets. Trading at 19X forward PE. 15% long term growth. That’s a 1.3X PEG ratio, a big discount to its peer group. Dividend yield of 1.68%.

Price:
$35.750
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-09-11 TOP PICK Micron-Technology
MU-Q
Stan Wong

This is all about memory and that particular space is firming up quite a bit. Demand is rising for memory. Flash memory, but more particularly the D-RAM memory. People want new phones and that is going to continue. Trading at a pretty deep discount to its group at 9X forward PE, versus the group at 17X. Thinks the stock will grow at 15%.

Price:
$32.040
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-09-11 TOP PICK Priceline.com-Inc.
PCLN-Q
Teal Linde

Booking.com is one of their divisions.  600,000 booking per night around the world.  Growing at 26% and trading at 23 times earnings.  A virally expanding company.

Price:
$1176.850
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-09-10 TOP PICK BTB-Real-Estate-Investment-Trust
BTB.UN-T
Paul Gardner, CFA

Western Quebec and Eastern Ontario.  Now they have a payout ratio below 100%.  They own a mix of industrial and retail assets that are decent.  Energy costs are low in Quebec so he sees a migration there for light industrial.

Price:
$4.940
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-10 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Alex Ruus

Launched Solvaldi, a new drug, at the beginning of the year. This basically helps cure hepatitis. The best drug to come to the market in history. Looks like this is going to be the most successful drug launched, in the history of the industry. Will likely Sell over $10 billion in the 1st year. Street has underestimated the earnings impact. Generating a lot of free cash flow. Only trading at 11X earnings.

Price:
$108.220
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-10 TOP PICK Neptune-Tech--and--Bioresource
NTB-T
Alex Ruus

This is going to be one of the leaders of tomorrow. Probably one of the most exciting opportunities in the market today. They provide fossil lipids, primarily out of Antarctic krill, which has a great affect on your cardiovascular system. Very beneficial for cholesterol and triglycerides. In the next 3 weeks, their subsidiary Acasti Pharma, will be reporting a pivotal phase 2 trial, which he thinks will catalyze the stock and drive both companies up a lot in the market. A multi-bagger potential.

Price:
$2.170
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-10 TOP PICK Quebecor-Inc--B-
QBR.B-T
Paul Gardner, CFA

Videotron 7.125% Jan 15, 2020 Bond.  Credit metrics of an investment grade bond.  They are the cable providers of Quebec.  They have to push their profits up to QBR.B-T, but in the case of any insolvency of QBR, Videotron is made whole.  The biggest risk is that they would be the 4th big player out there.

Price:
$28.460
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-10 TOP PICK Tricon-Capital-Group
TCN-T
Paul Gardner, CFA

(Top Pick Aug 07’13, Up 21.95%) This is a play on US housing recovery.  20-25% discount to NAV.  A proxy for the US home recovery, which is now in growth mode.  Their lending costs are going to drop.

Price:
$7.670
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-10 TOP PICK Wellpont-Health-Networks
WLP-N
Alex Ruus

Largest US health insurer. A really well positioned company longer term. Health insurers are a part of the solution to controlling health costs because of the nature of the market. You have buyers going to suppliers and generally don’t have the information that they need. This company acts as a middle man to help get the best prices. Trading at a cheap valuation of 12X next year’s earnings. Almost 2% in dividend, which is increased every year.

Price:
$119.800
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-09-09 TOP PICK Archer-Daniels-Midland-Company
ADM-N
David Burrows

This is a beneficiary of the huge crop in corn and wheat. Prices for the product are very weak, but all they do is process, so it just comes down to volume for them. They came off 2 years where there was drought in the US and their earnings were depressed. They have become very efficient to deal with that. Now they have a bumper crop and are likely to have much higher volumes. Generates cash flow yield of almost 8%. Very shareholder friendly. Have grown their dividend 15% a year over the last 4 years. That is likely to continue. Yield of 1.9%.

Price:
$50.460
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-09-09 TOP PICK Emerson-Electric
EMR-N
Christine Poole

Very high quality, global, industrial company. A great way to play the increasing industrial manufacturing activity in the US and the rising CapX, as well as improving globally. They automate, regulate, monitor and measure manufacturing processes and power generation. Also, big manufacturers of compressors. Dividend yield of 2.64%.

Price:
$65.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-09-09 TOP PICK Home-Depot
HD-N
David Burrows

This is a consumer story. The consumer is in great shape. They haven’t spent money on their homes in a long time. This company got stronger through the downturn and came out the other side in a very dominant position. Their financial metrics have been getting better. They have a great counter to the Internet trend in retail, because you have to go into a store to buy lumber and get advice. Incredibly shareholder friendly. Have been buying back an enormous amount of stock. Have increased their dividend by about 15% a year in the last 5 years. Dividend yield of 2.1%.

Price:
$88.930
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-09-09 TOP PICK Manulife-Financial
MFC-T
Christine Poole

Started getting interested when it looked like the earnings were becoming less volatile and management was able to focus on their core earnings. She wanted to see BV growth, which would translate to a higher ROE. The stock price has lagged the Canadian banks and Sun Life (SLF-T). Likes their exposure to Asia, which is 30% of their earnings. Thinks this is a higher growth region in this market. Increased their dividend by 19% last quarter, which sent a strong signal that management was very comfortable with the sustainability of their earnings going forward. Liked the acquisition of Standard Life. Yield of 2.82%.

Price:
$22.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-09-09 TOP PICK Tesoro-Petroleum-Corp
TSO-N
David Burrows

An independent petroleum refiner. It is a very interesting dynamic in the refining industry in the US. There is all this oil and gas that needs to be refined and used. You cannot ship crude out of the US, but you can ship refined product. They have a low cost base for their product and are able to sell some product outside of the US. They are a beneficiary of low inflation and low cost pressure. They should be able to grow their earnings very nicely. Dividend yield of 1.83%.

Price:
$64.830
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2014-09-09 TOP PICK Yum--Brands
YUM-N
Christine Poole

Had some issues which affected the traffic temporarily, but it did recover. Indicated their traffic is going to be down but is improving. This creates opportunities to Buy. China’s consuming middle-class of 300 million people is going to grow to 600 million by 2020. Also, focusing on growing in India. Casual dining is very low in these areas. Yield of 2.05%.

Price:
$72.070
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 46 to 60 of 19,984 entries