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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-10-03 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
2014-10-02 TOP PICK Cenovus-Energy
CVE-T
Ryan Bushell

A couple of bad years in terms of an oil sands asset to be developed over decades are okay.  They doubled production since being spun out of ECA-T.  The company is going in the right direction, but the stock price has not followed.  Their commitment to their dividend is superior.

Price:
$29.520
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-02 TOP PICK Freehold-Royalties
FRU-T
Ryan Bushell

Stable, boring company for some time.  With Prairy Sky, there has been more attention in the space so they can pick up more assets in the market space.  They are unhedged, but have very little capital that they spend.  It makes for a good business model where you don’t put much capital in the ground.  Thinks people will switch from Prairie Sky into this one.

Price:
$22.530
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-02 TOP PICK Intertape-Polymer-Group
ITP-T
Andy Nasr

Delevered their balance sheet.  Volume growth is based on growth in the US.  Because their balance sheet is clean, they can make an acquisition that would be accretive without leverage.  You are set up for dividend growth.

Price:
$15.600
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-01 TOP PICK Amgen-Inc.
AMGN-Q
Charles Lannon

25% of drug consumption and will increase to 50% in the next few years.  Return 60% of profit distributed to shareholders. 

Price:
$138.820
Subject:
GLOBAL
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2014-10-01 TOP PICK Cineworld-Group-PLC
CINE-LN
Charles Lannon

Not as attractive as CGX-T in Canada.  Likes it because it has a compelling valuation.  North of 4 pounds in a couple of years.    Strong build out in renovating theaters. 

Price:
$0.000
Subject:
GLOBAL
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2014-10-01 TOP PICK iShares-Dow-Jones-Transport-ETF
IYT-N
Don Vialoux

Don’t buy today.  The DOW transportation average broke below the 50 day moving average today.  Seasonally, the sector bottoms around the middle of October and has a strong move until January.  Technicals are positive even before its period of seasonal strength.

Price:
$147.070
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
No
2014-10-01 TOP PICK WSP-Global-Inc.
WSP-T
Charles Lannon

Holds it.  Just did a big deal.  The market wants to digest it.  He is a big fan of the deal.  Will be amongst the top ten service firms globally.  4%+ dividend is sustainable, but will be flat.

Price:
$35.850
Subject:
GLOBAL
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2014-10-01 TOP PICK SPDR-Technology-ETF
XLK-N
Don Vialoux

Don’t buy today.  Seasonal strength starts in the middle of October.  There has been a long upward trend even before the period of seasonal strength.  It will be strong until the consumer electronics show in early January.

Price:
$39.280
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
No
2014-10-01 TOP PICK SPDR-Cons-Discretionary-ETF
XLY-N
Don Vialoux

Don’t buy today.  Restaurants, Disney, Retail, etc.  Good from mid October to first week in January.  It has an upward long term trend, but it is slightly negative compared to the market and below its 20 day moving average.

Price:
$65.800
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
No
Showing 61 to 75 of 20,095 entries