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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-12-10 TOP PICK Magna-Int-l.--A-
MG-T
Alex Ruus

(A Top Pick Dec 6/13. Up 44.45%.) Has a couple of more years to run. Really well positioned strategically internationally and benefiting from a growing auto business world worldwide. In baseball terminology, this would be in the 4th-5th inning for the auto cycle. Europe is still bottoming. They are gaining share globally because they are great manufacturers at low cost and they manage their balance sheet really well.

Price:
$122.160
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2014-12-10 TOP PICK Nobilis-Health-Corp
NHC-T
Bruce Campbell (2)

(Formerly Northstar Healthcare) Just changed their name today, because they are doing a NYSE listing, which has a number of other Northstar Healthcares. A growth by acquisition story. They are partnering with physicians to buy surgical centres in the US. Also, have great organic growth. Over the last 4 years they have grown their revenue at about 100%. From an earnings standpoint, based on the latest acquisition they did, they could earn somewhere between $0.35 and $0.40 next year. If you put a conservative 10X multiple on that stock, this is a $4 stock. Thinks there is more acquisition and organic growth to come.

Price:
$2.970
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-10 TOP PICK Neptune-Tech--and--Bioresource
NTB-T
Alex Ruus

Krill oil. They own half of Acasti Pharmaceutical (APO-X), so you have the upside from Acasti through Capri going into phase 3 trials this year. This company has great resources with the plant producing Neptune Krill oil, being sold through Natural stores, which has a beneficial health effect. 2 years ago their plant blew up in Sherbrooke Quebec. The plant just came on stream this year and will be profitable this month or next. If that starts generating cash flow, investors will start to recognize this. A new CEO will be able to start talking to investors and will be getting a bunch of new institutions involved. $150 million market, which he views as worth over $1 billion.

Price:
$2.070
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2014-12-10 TOP PICK Patient-Home-Monitoring
PHM-X
Bruce Campbell (2)

Regarding the stock price actions, they had accelerated some warrants they had, which expire at the end of this month, and thinks a lot of people were selling the stock to exercise the warrants. That is probably all done now and has lifted the supply off of the stock allowing it to move up. A “growth by acquisition” story, but we are now seeing some fantastic organic growth. They have been buying all these little monitoring businesses, and have been able to cross sell. Numbers will be coming out mid to late January. This will be their 1st quarter where they didn’t actually do a transaction, so he will be able to compare last quarter to the current quarter in order to see where their growth is. Thinks their phenomenal 20% organic growth could actually double. Because of this he expects that quarter over quarter they will probably see 10%-11% growth, which works on a run rate of about 40%-50% organic growth. They have a ton of deals they are still working on. Believes they have signed over 100 nondisclosure agreements, and understands they have several letters of intent they are working on. At any point in time, he expects we could see the stock halted and an announcement of another transaction. Looking into 2015 and given the transactions they have done and the cash flow they are generating, they could have free cash somewhere in the $800,000 to the $1 million range per month, which would allow them to pay a dividend.

Price:
$0.640
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-09 TOP PICK Chartwell-Seniors-Housing
CSH.UN-T
Christine Poole

A seniors’ home operator, and she likes that space because of aging demographics. The seniors population in Canada is going to be growing at a faster rate than the general population over the next 10 years. Also, seniors are living longer and need more care. Before the 2008 recession, occupancy was in the 94%-95% range, and currently is at around 90%. So there is no reason why occupancy can’t improve. A nice place to hide to get the dividend yield of 4.6%.

Price:
$11.730
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-12-09 TOP PICK Google
GOOGL-Q
Christine Poole

The leading search engine provider with about an 89% global share. Online advertising is primarily how they generate revenues. Stock has done nothing this year, and is actually down. Part of the problem she thinks is that when you are the big gorilla and you have such a huge share, your share is only going to start to decline over time as more competition comes in, but they haven’t really seen huge competition. Feels there is very strong secular growth in digital advertising and only accounts for 20% of total media spend, and this will increase over time. Google has about 70% share of global internet ad spending. As the whole space grows, they are going to benefit as the overall growth continues.

Price:
$536.110
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-12-09 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
Patrick Horan

This gives you the double edge of a super regional bank exposed to the average person and a pretty good investment bank. Thinks the investment banking cycle is about to start, which involves M&A, new issues and an IPO market as the US market continues to take leadership and the bull market is extended out. When that happens, brokers make a lot of money. Yield of 2.57%.

Price:
$62.450
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-09 TOP PICK Mondelez-International
MDLZ-Q
Christine Poole

A global snacking company. The #1 share in biscuits, chocolate and candy. #2 in chewing gum. 44% of their earnings are from emerging markets where there is the expanding middle-class. Consumption per capita in that category is very low, so she sees a lot of growth as the middle-class expands. The company is improving their margins. Yield of 1.56%.

Price:
$38.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-12-09 TOP PICK Sandvine-Corp.
SVC-T
Patrick Horan

From a macro standpoint, we are approaching full employment. When that happens, companies have a decision to make. They can either bid up for new labour, (basically stealing it away from another company), or they can figure out ways to improve productivity, which means CapX. Feels that the CapX cycle, which has been very muted for this cycle, is going to increase and re-correct on the upside. This company is a leader in its industry, and benefiting from a weak Cdn$ and trading at 5.5X EBITDA. Their industry is growing at 15%-20% on a revenue basis.

Price:
$3.070
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-09 TOP PICK Toromont-Industries
TIH-T
Patrick Horan

*Short.* The only Caterpillar dealer in Ontario as well as having a small business in arenas. Have benefited for years from an increasing mining sector, and in Ontario it is primarily gold related, and gold miners are not doing that well. Also trading at a pretty hefty premium to the competition. A strengthening US$ means that new equipment coming into the market is going to get re-priced at an expensive US$, and then a lot of used equipment will start competing. Yield of 2.17%.

Price:
$27.850
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-08 TOP PICK Cognizant-Technology-Solutions-Corp.
CTSH-Q
Jennifer Radman

They do consulting in IT sort of business process outsourcing. Big in financial services but recently made an acquisition on the healthcare side. Had bought into this on an “earnings warn”, which was followed by a big pop in the stock when they did better than what they had warned. Have the ability to make companies more efficient. Historically it has been all about cost-cutting, efficiency, etc. but now it is about how to use technology to differentiate and grow your business and generate revenue. Technology has a lot of room to grow and this company is at the heart of it.

Price:
$52.550
Subject:
US LARGE
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-12-08 TOP PICK Gildan-Activewear-Inc.
GIL-T
Jeff Young

35% annualized dividend increases.  They had a messy quarter so are weak right now.  They are a low cost producer.  They are set up for outsized growth later on.

Price:
$61.570
Subject:
CANADIAN DIVIDEND
Bias:
BEAR on ENERGY
Owned:
Yes
2014-12-08 TOP PICK Keyera-Corp
KEY-T
Jeff Young

Does not have a lot of direct commodity exposure.  Over time they will benefit from the selling off of some oil company infrastructure.  3.4% yield.

Price:
$75.610
Subject:
CANADIAN DIVIDEND
Bias:
BEAR on ENERGY
Owned:
Yes
2014-12-08 TOP PICK Onex-Corp
OCX-T
Jennifer Radman

Although a Canadian company, they have most of their investments outside of Canada. Have done so well that they’ve sold a lot of investments and now have a lot of cash on their balance sheet. Just announced an acquisition and she thinks there are more to come. Yield of 0.31%.

Price:
$63.530
Subject:
US LARGE
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-12-08 TOP PICK Whirlpool-Corp
WHR-N
Jennifer Radman

This company benefits tremendously from scale. Recently announced 2 joint ventures, one in Europe and one in China. If you look at what they did in 2006 when they acquired Maytag. That was sort of the peak in spending in consumer appliances, so there really hasn’t been any top line growth. What has grown is their bottom line, which is about 90% in a “no growth” environment. Have a tremendous amount of run room for many years. 1.6% dividend yield.

Price:
$186.590
Subject:
US LARGE
Bias:
BULL on US EQUITIES
Owned:
Yes
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