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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-06-19 TOP PICK Malibu-Boats-Inc
MBUU-Q
Peter Imhof

They make performance board boats, where you can do weight boarding behind them. Earnings and margins have continued to increase. Last quarter revenues were up 28% and net income was up quite a bit. Margins are very strong. In the last 3 years, the compounded annual growth rate was about 37% in earnings growth, and the multiple over the next 12 months is only around 15X earnings.

Price:
$22.660
Subject:
NORTH AMERICAN - SMALL
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-19 TOP PICK Orvana-Minerals
ORV-T
Benj Gallander

Orvana is a very small gold mining company. They have two plays, one in Bolivia and one in Spain. The mine in Bolivia may have 5-6 years left on the mine's life, while the one in Spain may only have a couple of years left (trying to extend it though).  They have lowered their debt, but have kept some debt on their books because they were cautious of what the Bolivian government might do.  He could see it going over a dollar.

Price:
$0.290
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2015-06-19 TOP PICK United-Security-Bancshares-Inc
USBI-Q
Benj Gallander

Pays a dividend.  Making a little bit of money, trading at about 2/3rds of book value.  Insiders own about 7%.  If it has a good quarter or two the stock price could jump very nicely.

Price:
$8.250
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2015-06-18 TOP PICK Ag-Growth-International-Inc
AFN-T
Stephen Takacsy, B. Eng, MBA

Canada’s leading manufacturer of grain handling and storage equipment. They just completed the acquisition of WestSteel. They are growing very quickly internationally. Great margins.

Price:
$49.220
Subject:
CANADIAN
Bias:
DEFENSIVE
Owned:
Yes
2015-06-18 TOP PICK Canadian-Utilities
CU-T
Greg Newman

This is a bit of a contrarian play. Everything has gone wrong for them. There was the oil collapse, an NDP victory in Alberta, rising yields recently which really soured sentiment. However, it has gotten to a level which he thinks is just too cheap to ignore. Trading at 14X 2016 earnings, versus the group at around 21. Thinks you will get your non-regulated assets for free, and yet they have multi-years of robust utility growth, regardless of what happens to the Alberta economy. Pristine balance sheet and low risk. Dividend yield of 3.35%.

Price:
$35.270
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2015-06-18 TOP PICK DH-Corporation
DH-T
Greg Newman

Thinks the acquisition of Fundtech is a transformational deal for them. It will help to position them to benefit from these industry megatrends of electronic banking. Once the thing closes, the US represents 63% of their business mix. He is modelling 24% revenue growth. They are very much invested in a good, higher growth business. Dividend yield of 3.09%.

Price:
$41.440
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2015-06-18 TOP PICK Manulife-Financial
MFC-T
Greg Newman

Sees earnings growth of 18% over the next few years. He is seeing really nice growth coming from brisk sales in wealth management. Last quarter was up 97% year-over-year, Insurance was up 42%, Asia was up 15% and 45% of their earnings are coming from the US. This is a name that can benefit from a rising rate. Yield of 2.86%.

Price:
$23.790
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2015-06-18 TOP PICK Prism-Medical-Ltd.
PM-X
Stephen Takacsy, B. Eng, MBA

Seven times next year’s earnings. They are mostly in the US, having sold their UK subsidiary last year. They just paid a special dividend. It has pulled back so he is buying aggressively at these levels. 

Price:
$9.450
Subject:
CANADIAN
Bias:
DEFENSIVE
Owned:
Yes
2015-06-18 TOP PICK Savaria-Corp
SIS-T
Stephen Takacsy, B. Eng, MBA

Health care sector.  Most of the rest in the sector is too expensive. They make accessibility equipment for the mobility challenged and do the conversion of minivans.  It is a unique company.  The family owns 50% of the stock.

Price:
$5.850
Subject:
CANADIAN
Bias:
DEFENSIVE
Owned:
Yes
2015-06-17 TOP PICK Clearwater-Seafoods-Inc.-
CLR-T
James Telfser

Raised $55 million, and he believes $15 million was through the insiders. Have said that they want to make some deals, and he has been waiting for a while. Thinks they are getting close. Seafood pricing is growing, the Cdn$ is low and fuel prices are down. There is a quota on fishing, so they have a great control over the seafood market. If they can buy more quotas, there will be a huge amount of synergies. Dividend yield of 1.3%.

Price:
$12.340
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-06-17 TOP PICK Detour-Gold
DGC-T
Jon Case

(A Top Pick May 30/14. Up 46.78%.) Really starting to hit its stride. Has been commissioning the Detour Lake mine in Northern Ontario. A huge mine, 500,000 ounces a year in production and a 20 year mine life. Initial operations haven’t met what they were guiding for the full year, so there was some concern that this ramp-up was going to take longer than expected, and perhaps the balance sheet would weaken. They are now running well above their full-year guidance. Thinks there is potential for this to see analysts’ upgrades on free cash flow estimates for 2015.

Price:
$16.010
Subject:
PRECIOUS METALS
Bias:
BULLISH on GOLD
Owned:
Yes
2015-06-17 TOP PICK easyhome
EH-T
James Telfser

(A Top Pick May 12/14. Up 3.41%.) Disappointed it is only up 3% year to date. Growing organically 15% plus. Used to be a leasing company, but is now financial services. Grew their loan book from zero to over $225 million in the last 5 years. The next phase of growth is to get their loan book up to $360 million, which needs money and people to lend them to. They just got 45 cash stores through a bankruptcy. Now they have to find the capital, and he doesn’t think they will have to issue equity to do this. They’ll be able to use debt financing, particularly the way gold and oil/gas companies have been trading. There is a lot of capital looking for a place to go. A market with a $2 billion opportunity, so they are becoming a very big player in that market. There could be a Short squeeze coming as there seems to be a lot of market participants that are afraid of this.

Price:
$19.900
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-06-17 TOP PICK Lake-Shore-Gold
LSG-T
Jon Case

An operator in Timmins, with production at around 200,000 ounces a year. As they have been developing this asset, they have struggled and the free cash flow has not been there, and the balance sheet has deteriorated from 2011-2013. Management has finally turned the corner in free cash flow for 4 quarters running. Free cash flow is $40-$50 million relative to its market cap of $450 million, and that is quite material.

Price:
$1.340
Subject:
PRECIOUS METALS
Bias:
BULLISH on GOLD
Owned:
Yes
2015-06-17 TOP PICK Mitel-Networks
MNW-T
James Telfser

Everybody thinks of this as being a phone system company, and phones are dead. They are getting into that whole Cloud segment where they are shifting their customers from being on premise to being in the Cloud, which has a whole lot of benefits. Have a whole bunch of software they can manage that with. Bought a company for $500 million plus, which does the same thing in mobile. They think the next generation of mobile will be over the Internet. Expects that when the street starts to see revenue growth coming in at 8%, versus their historical 1%, they will be looking at this very carefully.

Price:
$11.290
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-06-17 TOP PICK Primero-Mining-Corp
P-T
Jon Case

A gold producer out of Mexico. 250,000 ounces a year. Costs are about $1,000 all in, so you have a good margin of a couple of hundred dollars an ounce. That generates free cash flow which is the main driver. Sees free cash flow of around 6%-7%, coming mainly from the San Dimas mine in Mexico. What is really compelling, which is lost on a lot of investors, is the wealth creation potential from that mine. A new discovery called Jessica has 2X the grade in gold and 4X the silver grade, and is not far from their existing mine.

Price:
$5.290
Subject:
PRECIOUS METALS
Bias:
BULLISH on GOLD
Owned:
Yes
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