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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-07-14 TOP PICK CGI-Group--A-
GIB.A-T
Christine Poole

Half of this is outsourcing, longer-term contracts with recurring revenue stream. The other half is IT services and project-based things, and less long term in nature. Every few years, they do an acquisition and increases its presence in a vertical market or geographic market. About 55% of their revenue comes from Europe, about 30% from the US with the balance from Canada. Acquired Logical at the bottom a couple of years ago, integrated them and improved its margins. They are now ready to do another acquisition, but things are pricey so they are going to hold back. Does not pay a dividend, but is more of a growth stock. Attractively valued.

Price:
$51.450
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on OIL
Owned:
Yes
2015-07-14 TOP PICK Keyera-Corp
KEY-T
Keith Richards

This is in the transportation business. It pulled back in late 2014 with energy stocks, but didn’t deserve to. Hit its trend line and started moving up again with higher lows. A good entry point. Dividend yield of 3.25%.

Price:
$41.190
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-07-14 TOP PICK Wells-Fargo
WFC-N
Christine Poole

This is a play on the US economy. It is very domestic so you don’t have to worry about the strength of the US$ and how that is going to impact their earnings. Very good loan growth. The largest mortgage originator and the top lender in autos, small business and midmarket. Very good history and track record of keeping their costs low. Dividend yield of 2.62%.

Price:
$56.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on OIL
Owned:
Yes
2015-07-13 TOP PICK Alibaba-Group-Holding
BABA-N
Rick Stuchberry

This is a platform that the Chinese are using. The Chinese are behind us. They haven’t built as many shopping centres and have a population that is used to using online more than going to the mall. This will provide a multitude of services and the platform looks good. This could be a long term play for decades.

Price:
$79.620
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
Yes
2015-07-13 TOP PICK Brookfield-Infrastructure-LP
BIP-N
John O'Connell, CFA

They own rails, storage, toll roads and ports internationally. Nice, steady cash flow type businesses. In Europe, South America and expanding into Eurasia Australia. Very, very well-run company. Dividend growth over the last 5 years has been about 22%. Yield of 4.77%.

Price:
$44.810
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-07-13 TOP PICK Facebook
FB-Q
Rick Stuchberry

This now has all the ducks in a row and is really ready to deliver. It is a bit of a reach on a PE basis, but when you look at who is going to do well in the future, this one stands out. This is a sector that he thinks is going to grow so well that you have to have some of it in your portfolio. 73% of revenues come from mobile sources.

Price:
$87.220
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
Yes
2015-07-13 TOP PICK India-Fund-Inc.
IFN-N
John O'Connell, CFA

This is a closed end fund. Trades at almost a 10% discount to NAV. The Indian stock market is down around 15% from its highs. They have consistently been above the benchmark in terms of returns. India is a country that is going to grow the fastest globally next year with about a 7% growth. The only issue is that it is running a deficit of about 6%-7% of GDP. They are going to introduce a VAT tax of around 15%, which will help to restore their debt ratios. Dividend yield of 0.92%.

Price:
$26.860
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-07-13 TOP PICK Kelt-Exploration
KEL-T
John O'Connell, CFA

(A Top Pick Aug 11/14. Down 33.97%.) This remains one of the best financed companies. It has all the attributes that he looks for including good resources, low costs and good management teams. Have bought a lot of assets in the last year for very, very little money. The wells they are drilling right now are huge, booming liquids rich oil wells. Decline rates are quite good. When oil prices go back to $80 or so, this will be a $20 stock.

Price:
$8.440
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-07-13 TOP PICK TerraForm-Power
TERP-Q2
Rick Stuchberry

Basically a green utility. It started out as more of a solar company and is going to 50/50 solar/wind. It has geothermal and hydroelectric. There is lots of growth. They bought part of Atlantic Power (ATP-T) and some wind farms in the West. They can tuck in a lot of acquisitions, and he thinks the dividend growth is going to be significant. A dividend play with growth. 3.3% dividend yield.

Price:
$0.000
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
Yes
2015-07-10 TOP PICK Allergan-PLC.
AGN-N
John Stephenson

A specialty pharma company, and is now #3 in terms of size in North America. It is a tax inversion story and is headquartered in Dublin Ireland. Transformed itself by 2 huge acquisitions. Very fast growth with the top line growing at about 11% per year and bottom line growing at almost 20% a year. Trading at a 16.2X forward earnings multiple and a PEG ratio of about .91. Very, very reasonably priced.

Price:
$307.000
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-10 TOP PICK Dr.-Pepper-Snapple-Group
DPS-N
Kash Pashootan

The carbonated beverage industry is not one that is growing globally; in fact it is shrinking by about 8% a year. The unique aspect of this one is that they are targeting Latin America. Right now about 90% of their revenue comes from the US, so they are going into Latin America as their growth engine, and are stealing market share from Pepsico (PEP-N) and Coca-Cola (KO-N). Latin America has the largest soda consumption per capita globally.

Price:
$77.340
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
DEFENSIVE
Owned:
Yes
2015-07-10 TOP PICK Moncler
MONC-IM (Ital E
John Stephenson

A specialty retailer. They predominantly make outerwear. Extremely expensive clothing. This category of affordable luxury goods is growing incredibly fast at about 10.5% globally. A very tightly managed brand. They manufacture in Eastern Europe, so they have very favourable labour rates.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-10 TOP PICK National-Penn-Bancshares
NPBC-Q
Kash Pashootan

The idea of this is capitalizing on the US consumer, which he feels will be active in the coming years. Regional banks will benefit in the sense that consumers are going to be visiting their branches to get a larger credit card, borrow against their home, etc. Regional banks provide that day-to-day banking service. Good-looking balance sheet. Have reduced their number of underperforming loans and have lots of cash on the side for future ones. Dividend yield of 3.88%.

Price:
$11.470
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
DEFENSIVE
Owned:
Yes
2015-07-10 TOP PICK Rogers-Communcations--B-
RCI.B-T
Kash Pashootan

He owns all the telcos. On this one timing makes sense in that it is undervalued in terms of its peers. They generate the largest percentage of their revenue from wireless, which is a space he likes. The demand that is lost on watching TV is moving towards watching on a wireless, doing more on a smart phone. All of that bodes well for wireless data charges increasing. Dividend yield of 4.38%.

Price:
$44.390
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
DEFENSIVE
Owned:
Yes
2015-07-10 TOP PICK The-WhiteWave-Foods-Co.
WWAV-N
John Stephenson

Plant-based alternative foods, non-dairy creamers, including Silk Almond Milk. Incredibly fast growing. The bottom line is growing at 15% per annum. It ticks all the boxes, healthy eating. What you are seeing is food companies catering to healthy living are on fire. He thinks this gets acquired ultimately because it gives much-needed growth to some of the larger food companies.

Price:
$49.490
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 61 to 75 of 21,233 entries