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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-10-21 TOP PICK Trinidad-Drilling-Ltd
TDG-T
John Zechner

Stock has dropped 40%. There was a bit of an earning’s miss last quarter, but it was very explainable as they were in the process of moving some rigs to new locations. They have tremendous growth, especially with their joint venture they have with Halliburton on a global basis for deep rigs. Dividend yield of 2.63%.

Price:
$7.610
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-20 TOP PICK Bank-of-Nova-Scotia
BNS-T
David Baskin

A laggard.  It is difficult for Canadian banks to grow so each has its strategy.  It is in Mexico, Chili and others.  ROE is very high and dividend is attractive.

Price:
$67.270
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-10-20 TOP PICK Empire-Company--A-
EMP.A-T
Chris Hensen

Just purchased Safeway.  Control close to 20% of grocery business in Canada as well as owning Crombie REIT (CRR.UN-T).  They compounded share growth at 10% over the last 10 years. 

Price:
$75.040
Subject:
NORTH AMERICAN
Bias:
SELECTIVELY BULLISH
Owned:
Yes
2014-10-20 TOP PICK Moody-s-Corp.
MCO-N
Chris Hensen

Credit/debt rating agency.  Control close to 40% of the market.  You can’t issue debt without a rating.  A lot of their revenues are recurring in nature.  They buy back stock as well.

Price:
$91.490
Subject:
NORTH AMERICAN
Bias:
SELECTIVELY BULLISH
Owned:
Yes
2014-10-20 TOP PICK Magna-Int-l.--A-
MG-T
David Baskin

Bought some today.  It is down significantly over the last 7 weeks.  He knew there were going to be a lot of cars sold and therefore a lot of car parts.  There are another 2-3 years of good growth in North America in the auto industry and then after that it will repeat in Europe.  A PE of 10 so it is a perfect value stock.  Earnings growth exceeded the growth in the stock.

Price:
$101.140
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-10-20 TOP PICK MTY-Food-Group
MTY-T
Chris Hensen

Has been around for a long time.  They are Thai Express, Mr. Sub, Jugo Juice and Extreme Pita.  They have close to 30 brands in their portfolio.  They have done a fantastic job growing the business.  He sees this as a tremendous opportunity.  They can double their revenues in the next 7 years as they roll out into the US.

Price:
$28.970
Subject:
NORTH AMERICAN
Bias:
SELECTIVELY BULLISH
Owned:
Yes
2014-10-20 TOP PICK Trans-Canada-Corp
TRP-T
David Baskin

Keystone XL does not matter anymore.  Growth of the company will happen inside Canada.  They may spin out their power generating assets and release value.  This is a dividend grower. 

Price:
$53.540
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-10-17 TOP PICK Ikkuma-Resources
IKM-X
James Hodgins

They did a share consolidation.  It is trading ridiculously cheap here.  TD is estimating 80 cents of cash flow next year.  Great balance sheet and good growth.

Price:
$1.740
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
UNKNOWN
Owned:
Yes
2014-10-17 TOP PICK Merus-Labs-International
MSL-T
James Hodgins

(Top Pick Sept 30/13, Up 5.71%) The new CEO is better than the prior.  They have expanded the drug base to 3 in the portfolio.  The new CEO will be much more aggressive at growing the portfolio of drugs from 3 to 6 next year to 12 the following year.  It is ridiculously cheap.Thinks you will see a double in the next while.

Price:
$1.480
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
UNKNOWN
Owned:
Yes
2014-10-17 TOP PICK The-Score-Inc.
SCR-X
James Hodgins

The application for the phone is just so slick.  People also check the app for movement in the odds.  Their growth is accelerating.  Up 151% year over year.  They are just getting to the point where the size of audience is starting to kick in to attract very big advertisers.

Price:
$0.350
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
UNKNOWN
Owned:
Yes
2014-10-17 TOP PICK Spartan-Energy-Corp
SPE-T
Eric Nuttall

Best prospects of any North American oil company.  This is part of a flight to quality.  They have so little debt.  They have a seven year inventory of wells.  There is a possibility they could be a full year ahead of their production success. Can grow cash flow at 29%.  They could massively surprise to the upside if the remainder of their drilling program come in as expected.  Strong balance sheet.

Price:
$3.180
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-10-17 TOP PICK Torc-Oil--and--Gas-Ltd
TOG-T
Eric Nuttall

(Top Pick Sep 25/13, Up 46.03%) He bought last week. Nothing has changed fundamentally except for the recent correction.  This is the one in the list of most safe.  Clean balance sheet and plenty of plays.  Management team owns a lot of the company and can surprise to the upside.  They have not bought a lot of other assets. but if share price goes up they could do some wildly accretive acquisitions.  A light oil name.  Was buying two to three days ago.

Price:
$11.500
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-10-17 TOP PICK Whitecap-Resources
WCP-T
Eric Nuttall

Will see some early money.  Dividend is one of the most sustainable dividends.  At $80 oil can grow production by 15%.  Their balance sheet is very under levered.  They have low decline.  They can bring on production very efficiently.  CEO and directors are buying stock actively.

Price:
$14.890
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-10-16 TOP PICK Artis-Real-Estate-Investment-Trust
AX.UN-T
Michael Missaghie

Large proportion (20%) of their assets are in the US and the rest in the four western Canadian provinces.  Took advantage of very open capital markets to grow its portfolio on the asset side accretively.  They brought down the payout ratio and the leverage.  The distribution is over 7%.  Thinks the NAV is approximately $17.

Price:
$15.130
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-16 TOP PICK CVS-Health
CVS-N
Stan Wong

Feels it is important to stick with names that have high US revenues, and this one has 100% of its revenues from the US. The largest healthcare provider in the US. They are going to benefit from an aging US population, an increase in generic drugs and an increase in growth in specialty prescription drugs. Trading at 17X Forward Earnings and has a 14%-15% growth rate. A pretty cheap 1.2%X PEG ratio relative to the other consumer staple names.

Price:
$78.810
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
Showing 46 to 60 of 20,141 entries