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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-01-21 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Bruce Campbell (1)

This is a way to dip your toe into the energy sector without having to be in it directly. Has an asset value in the low $60’s. Thinks there is a transaction coming on the sale of the toll Highway 407 in the next 2-3 months where they will get something like $20 a share in cash. Energy exposure is about 15% of their business, through Kentz which they acquired last summer. The Kentz business has a huge backlog, which they are not seeing any decline in because they are long life, five-year projects. Yield of 2.31%.

Price:
$41.340
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-21 TOP PICK Vanguard-FTSE-All-World-ex-Canada
VXC-T
Terry Shaunessy

The entire world except Canada.  Great for diversifying outside of Canada.  Recommends 10-15% of a portfolio for this one.

Price:
$28.090
Subject:
ETF's
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-01-21 TOP PICK iShares-MSCI-Eur-IMI-Idx
XEU-T
Terry Shaunessy

Europe and the UK.  Financials, health care and consumer goods.  Pretty conservative sector tilt to it.  Almost 60% of it is in his 3 favourite countries.  The Canadian dollar is expected to lose ground against all three of those currencies, so no need to hedge.

Price:
$20.730
Subject:
ETF's
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-01-20 TOP PICK Boardwalk-REIT
BEI.UN-T
Paul Gardner, CFA

Was down about 15% because of the oil price decline, but is now back and is only down about 10% from its high. He added to his holdings on the downturn. One of the best management teams in the business. There is little to no vacancy in Calgary and Edmonton. Even if it slows down, there are still going to be rent increases, and there is no rent control in Alberta. They have a lot of capital sitting on the sidelines. Yield of 3.27%.

Price:
$62.430
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
UNKNOWN
Owned:
Yes
2015-01-20 TOP PICK DIRTT-Environmental-Solutions
DRT-T
Eric Nuttall

They do office customization including customized glass, drywall for hospitals. For offices, such as Google and Netflix, they customize to make them look really cool. One of the few organic growth stories in Canada. Organically growing their revenue by over 25%. Thinks they will earn about $0.20 this year and visibility is $0.30 next year. Just starting to hit the point where they are utilizing enough of their plant to get more margins, so there is potential they will exceed 50% EBITDA margins this year. Bidding on some contracts in Singapore and a few other countries. A huge play on the build out of the US housing market and office space. A cheap stock.

Price:
$4.180
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Yes
2015-01-20 TOP PICK PrairieSky-Royalty
PSK-T
Eric Nuttall

A royalty company, meaning that their cost structure is extremely low, less than $10 total cash cost per BOE. They don’t go out and drill. They have 3rd parties come on to their acreage and drill. This used to act like a defensive stock but is now acting more like a higher beta stock, because there is a growing Short that they are going to have to cut their dividend. This is a small possibility, but as long as the price of oil remains over $50, they can easily support their 5.21% dividend. Big inside ownership.

Price:
$24.200
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Yes
2015-01-20 TOP PICK Tricon-Capital-Group
TCN-T
Paul Gardner, CFA

He wants to own residential or rental in the US. This company has 3 main businesses. 1) Asset management, 2) single-family rental in mostly south west Florida and 3) Arizona. Trades at about 20% discount to its NAV, but 2 things are going to push at higher. 1) All their assets are in US dollars and 2) they are about to get cheaper financing through securitization. Good managers and good assets. This should be trading at around $10. Yield of 2.71%.

Price:
$8.870
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
UNKNOWN
Owned:
Yes
2015-01-20 TOP PICK Whitecap-Resources
WCP-T
Eric Nuttall

Have a really good hedge position and a very good balance sheet. Every single employee is a shareholder in this company. Have very good projects and can weather the storm and come out the other side is a stronger entity than they were heading into it. Can maintain flat production and pay a dividend of 6.82%, while spending only 90% of cash flow.

Price:
$11.010
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Yes
2015-01-20 TOP PICK Canadian-Satellite-Radio
XSR-T
Paul Gardner, CFA

Sirius XM US came out about a month ago and upped their guidance on earnings and on subscription. Canada always lags. This one really got washed out in 6 months. They missed their earnings and they have to incorporate the royalty fee of $1.50 for all their subscribers. They are merging their XM billing system and cutting CapX. Great free cash flow and it is cheap. Dividend yield of 6.72%. Over the long term, this is going to grow through the used car market.

Price:
$6.250
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
UNKNOWN
Owned:
Yes
2015-01-19 TOP PICK BCE-Inc.
BCE-T
Zachary Curry

Reached another all-time high today. This is moving more towards content. Made the Astral Media acquisition which is a move towards mobile, and that will increase the wireless data. A defensive name for a potentially volatile market. Yield of 4.33%.

Price:
$57.050
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-01-19 TOP PICK iShares-MSCI-Emerging-Market-ETF
EEM-N
Don Vialoux

Seasonality happens not just in North America, but around the world.  This one just completed a double bottom last week.

Price:
$39.490
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2015-01-19 TOP PICK iShares-S-and-P-Europe-350-E.T.F.
IEV-N
Don Vialoux

Historically it does well from February until May, about a 10% gain.  Fiscal stimulus will aid this trend.  It will happen in Europe.  When this happens IEV-N will do very well. 

Price:
$42.300
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
No
2015-01-19 TOP PICK India-Fund-Inc.
IFN-N
Zachary Curry

For a while India was struggling, but following the election, the stocks took off. They recently announced the lowering of the rates from 8% to 7.75%. The new prime minister really seems to be pro-business, pro-infrastructure and anticorruption. Growth forecasts are approaching China’s levels. There are also the demographics with their young middle class and growing 15% per year over the next 2 years. Trading at a bit of a discount to NAV.

Price:
$28.470
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-01-19 TOP PICK ETFS-Physical-Platinum-Shares
PPLT-N
Don Vialoux

Late December until April of each year is the period of seasonal strength.  The average is 12% upside.  Demand for platinum is increasing because of catalytic convertors.  Fuel cells in cars is starting to trend and creates demand for platinum.  It completed a beautiful double bottom pattern.

Price:
$122.800
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
No
2015-01-19 TOP PICK Stanley-Works--The
SWK-N
Zachary Curry

(A Top Pick Nov 19/13. Up 15.6%.) Below market multiple, which he likes. Offers exposure to both the US housing market and renovations. It should benefit from the consumer spending increase that he feels is coming. Good dividend yield. Yield of 2.27%.

Price:
$91.830
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
Showing 46 to 60 of 20,519 entries