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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-10-06 TOP PICK Aon-Corp.
AON-N
Mike MacBain

Long AON Senior Unsecured Debentures 4.760%, Short Government of Canada 1.25% of March 2018.  Likes the company because it is a very highly rated investment grade bond, the only one they have in Canada.  A strong company with good credit that generates stable earnings and has good growth potential.  Bond trades at a higher spread than all their other bonds.(Stock price will not match as this is a bond.)

Price:
$87.270
Subject:
FIXED INCOME
Bias:
CAUTIOUS on BONDS
Owned:
Yes
2014-10-06 TOP PICK Google
GOOGL-Q
Zachary Curry

A great company. The cash flow that is coming out of them is fantastic. It allows for investing in other sectors. The transition to mobile has been wonderful. Super balance sheet. Management team has been consistent. They have lots of new developments. This is going to be one of the game changers as it has been in the past.

Price:
$587.780
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-06 TOP PICK Loblaw-Companies-Ltd
L-T
Mike MacBain

Long Loblaw 4.86% Senior Unsecured Debentures due 2023, Short Government of Canada 1.5% of June 2023.  The longer bond exposure is taken out by the short position.  Loblaw’s is going to grow out their small stores in urban centers and they will be cross selling with Shoppers Drug Mart.  They are a cash flow machine.  They are committed to reducing leverage.(Stock price will not match as this is a bond.)

Price:
$56.330
Subject:
FIXED INCOME
Bias:
CAUTIOUS on BONDS
Owned:
Yes
2014-10-06 TOP PICK Leisureworld-Senior-Care-Corp
LW-T
Mike MacBain

Long Leisureworld Seniors Care 3.474% Secured Debentures due 2021, Short Gov’t of Canada 3.5% Jun 2020 Bond.  He only cares about LW-T and the short is to take care of interest rate exposure.  There is the potential for a very big capital gain on LW-T.  The government has stopped giving new licenses for this business.  It reduces competition.  There are 80k long term care beds in Ontario and a waiting list of 21k.  They will be 100% occupied because of the waiting list.  It is like a regulated utility with increasing profit.(Stock price will not match as this is a bond.)

Price:
$13.430
Subject:
FIXED INCOME
Bias:
CAUTIOUS on BONDS
Owned:
Yes
2014-10-06 TOP PICK McDonalds
MCD-N
Zachary Curry

This kind of reflects his view of where the markets are. The volatility is there. People will continue to eat here, through thick and thin. A couple of things that have put short-term pressure on them are the tainted meat scare in China and the Russian geopolitical issues. Over the long-term, those have not proven to be factors in the share price. The lower current price is a positive. This is really a defensive name. Have been in a huge rebranding kick.

Price:
$93.840
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-06 TOP PICK Tourmaline-Oil-Corp
TOU-T
Zachary Curry

(A Top Pick Nov 19/13. Up 18.82%.) Very, very experienced strong management team that has delivered. Had a very marginal miss last quarter. Cash flow growth and production growth is going to be great over the next 2 years. Their forecasts show the debt being repaid. They are always expanding and building their infrastructure.

Price:
$48.180
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-03 TOP PICK Enbridge
ENB-T
Bruce Campbell (1)

In the future (about 2018), earnings growth will go up to 25% according to their investor day recently.  It could double by 2020-21.  They will probably raise the dividend by December.  It will be a safe place to be.

Price:
$52.500
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-03 TOP PICK Legacy-Oil-and-Gas-Inc.
LEG-T
Bruce Campbell (1)

They are down to 2.4 times cash flow.  Trading at half of NAV.  We should start to see M&A if prices don`t come back up.  They fixed the balance sheet.  It is compelling value.  44% cheaper than the peak a few months ago.

Price:
$5.590
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-03 TOP PICK -Leucrotta-Exploration-Inc.
LXE-X
Bill Bonner

180 sections in the Montney. The most economic play of any in Western Canada. Liquids rich Nat Gas. It is going to be a great performer this year.

Price:
$2.180
Subject:
CANADIAN ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-03 TOP PICK Pine-Cliff-Energy
PNE-X
Bill Bonner

Gassy asset.  Management from Bonterra.  Lots of gas assets for sale.  90% natural gas.  Their assets are very low decline rate.  Likes their acquisition theme.  Will be a bellwether gas stock to own over the next 12 months.

Price:
$1.670
Subject:
CANADIAN ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-03 TOP PICK Storm-Resources-Ltd.
SRX-X
Bill Bonner

BC, Fort St. John.  LNG.  One of the operators that has a very large land base.  There are other bigger players in the area.  There are 2-3 thousand drill locations on the property.  Ultimately there could be a takeout potential.  Management knows their way through this game.

Price:
$5.860
Subject:
CANADIAN ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-03 TOP PICK Verizon-Communications
VZ-N
Bruce Campbell (1)

4.5% yield. There is no government of Canada impact like the Canadian telecoms.  A trend in the US is for towers to be purchased from the providers.  That would be $6 billion for VZ-N.  They actually have subscriber growth.

Price:
$49.710
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-02 TOP PICK AbbVie-Inc.
ABBV-N
Andy Nasr

The acquisition should be accretive.  They were a one drug portfolio before this.  Their HEP-C drug competes well with Gilead’s.

Price:
$56.670
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-02 TOP PICK Bank-of-Nova-Scotia
BNS-T
Ryan Bushell

It’s hard to say how much further this correction will last.  BNS-T has been the worst performing Canadian bank by quite a margin.  He thinks it is a top tier Canadian Bank.  It is in the top three in terms of business model and the second highest yield of the group.

Price:
$68.920
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-02 TOP PICK Cargojet-Inc
CJT-T
Andy Nasr

Good operating momentum that will double within two years.  Significant contract with Purolator that kicks in at the end of 2015 and is not factored in to the stock price.  They are expanding their fleet.  3% dividend yield and will likely be bumped up next year.

Price:
$21.740
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Unknown
Showing 46 to 60 of 20,089 entries