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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-05-19 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Brian Acker, CA

The media focuses on negative stories, but these big companies can shift assets and wring out some costs to make up for any sort of pricing differential. His model price is $168, a 54% upside.

Price:
$110.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-05-19 TOP PICK Intel
INTC-Q
Brian Acker, CA

His model price is $52.98, almost a 60% upside. The old techs are not being properly valued in this market. The fundamentals are there for this one to go significantly higher in the next little while. Dividend yield of 2.91%.

Price:
$33.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-05-19 TOP PICK Spartan-Energy-Corp
SPE-T
Zachary Curry

(A Top Pick July 10/14. Down 21.5%.) This ultimately comes down to the management team, which has a proven conservative track record of executing. Great balance sheet. At $40 oil they would still be able to grow their production if they wanted. Their discipline is to spend within cash flow.  Debt levels are nice and low. Doesn’t pay a dividend which he views as a real positive.

Price:
$3.130
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-15 TOP PICK Boardwalk-REIT
BEI.UN-T
Derek Warren

In spite of the oil problems, numbers came out recently and they were fine. People living in Calgary will continue to live there, and perhaps are more inclined to continue renting an apartment as opposed to buying a house. This is a real opportunity to buy one of Canada’s top-performing REITs. Dividend yield of 5.83%.

Price:
$59.530
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-15 TOP PICK CAE-Inc
CAE-T
Robert McWhirter

A global leader in flight simulation training, both in civil aviation and defence. Also, branching out into security and healthcare. Reporting on May 26 and expecting $0.24. Has a 15.3% forecasted ROE. Large debt of $1.2 billion, but the servicing of it appears pretty good. Also, has $250 million in cash. Earnings are forecasted to grow 14% this year and 16% next. This gives a PE to growth of .96.

Price:
$15.200
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 TOP PICK Calloway-REIT
CWT.UN-T
Derek Warren

People have been concerned about the retail business right now, however none of those issues affect this company. They are coming in with a Wal-Mart (WMT-N) anchor. This is an opportunity to buy a very, very stable cash flow. They have internalized their development programs. Have a fully internalized management with an internal development program that will now be able to continue to expand across Canada in Wal-Mart anchored centres and possibly in the US over time. Dividend yield of 5.37%.

Price:
$29.850
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-15 TOP PICK Intertain-Group
IT-T
Robert McWhirter

Internet gaming company. Earnings are expected to grow extremely significantly this year and 30% in 2016. Has a 9.5 PE multiple.

Price:
$18.150
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 TOP PICK Nobilis-Health-Corp
NHC-T
Robert McWhirter

Earnings forecasts are pretty good. 4th quarter trimming free cash flow yield of 6.7%. 40% forecasted return on equity. Earnings estimates up 26% in the last 90 days. PE multiple of 13.9X 2016 against 17% earnings growth gives a .8 PEG.

Price:
$9.150
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 TOP PICK Pure-Multi-Family-REIT-LP
RUF.U-X
Derek Warren

Listed here, but has US operations. He likes $0.80 dollars. Whenever there is an extra layer of complication it is often an opportunity. This one being a small cap in a cross-border structure was just enough to make a few investors question it. That was a tremendous opportunity. The stock is very cheap. He thinks this is worth $5.70 in US dollars. Yield of 7.4%.

Price:
$5.170
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-14 TOP PICK Dominion-Diamond
DDC-T
Allan Meyer

It is now a pure mining company after they sold off Harry Winston.  It has a dividend, but trades above book value.  He expects about 12 times forward earrings.  Analysts are revising their estimates up.  So now we are seeing a lower multiple.  They are having a great production run. 

Price:
$23.750
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-14 TOP PICK DIRTT-Environmental-Solutions
DRT-T
Jim Huang

This is modular furniture, mostly office and commercial at this stage. Have really good 3-D design software, so that not only can you visualize the design right away, you can go right to the manufacturing centre and get it made. Installation is relatively easy and everything is on time and on budget. There is a lot of upside expanding into other segments such as healthcare, hotels and even residential. Growing at 30%-40% a year and trading at a 20X multiple.

Price:
$8.270
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-14 TOP PICK Magna-Int-l.--A-
MG-T
Allan Meyer

It is a large cap, well recognized name with a lot of upward momentum.  He expects earnings to increase significantly.  Under a 10 times earnings multiple.  There has been some positive earnings momentum.

Price:
$67.360
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-14 TOP PICK Ritchie-Bros-Auctioneers-Inc.
RBA-T
Allan Meyer

They sell multimillion dollar items.  It is a bit expensive on a PE basis.  A clean balance sheet and small debt to equity ratio.  They cover their interest by about 25 times.  They have had significant earnings announcement surprises to the upside.

Price:
$34.290
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-14 TOP PICK Transcontinental-Inc.--A-
TCL.A-T
Jim Huang

Trading at low, low single digit multiples. This is because they are in publishing as well as printing, which has been a declining business because the Internet has started taking away a lot of that distribution. Have done a good job of consolidating the sector and cutting costs, and are getting more and more efficient. Doing some acquisitions. Still too small to impact the whole company, but they have more than enough firepower to do more acquisitions and continue to grow. Yield of 3.7% is sustainable.

Price:
$18.410
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-14 TOP PICK Whistler-Blackcomb-Holdings
WB-T
Jim Huang

A ski resort in BC. They had a terrible winter. What they have done over the last few years is build up the resource, making it an all season destination, increasing their prices and attracting more visitors from outside of Canada. Dividend yield of 4.97%, which is sustainable.

Price:
$19.610
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
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