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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-07-09 TOP PICK Pure-Industrial-Real-Estatetrust-Trust
AAR.UN-T
Michael Missaghie

Largest industrial REIT in Canada.  Assets across the country.  Recently purchased a portfolio in the US that is leased to FedEx.  He has a strong confidence in management.  They will grow free cash flow per share.  Trading at a 3-4% discount to NAV.

Price:
$4.620
Subject:
REIT's
Bias:
CAUTIOUS
Owned:
Yes
2014-07-09 TOP PICK First-Busey
BUSE-Q
Benj Gallander

Management owns a good percentage. This is another bank that he feels could double from this level. Dividend yield of 3.49%.

Price:
$5.730
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2014-07-09 TOP PICK Cascade-Bancorp
CACB-Q
Benj Gallander

Acquired Home Federal Bankcorp. Based in Idaho and Oregon. 28 branches has now been increased to 40 branches. Financials have gotten better and better. Insiders own about 39%. The one big negative is that in 2010 they had 2.8 million shares, but now have about 45 million shares, making it harder for them to pay a big dividend. He has a target of $15.24.

Price:
$5.160
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2014-07-09 TOP PICK General-Growth-Properties-Inc.
GGP-N
Michael Missaghie

Filed for bankruptcy coming out of the financial crisis but they are fine now.  Have done a great job of shedding non-core assets that aren`t involved in retail as well as to ensure debt structure is laddered.  Will benefit from the strength in the US consumer.

Price:
$1.050
Subject:
REIT's
Bias:
CAUTIOUS
Owned:
Yes
2014-07-09 TOP PICK InterRent-REIT
IIP.UN-T
Michael Missaghie

A smaller cap apartment REIT that trades well below NAV.  Management team is well aligned.  Stock was taken down by weather issues. 

Price:
$5.800
Subject:
REIT's
Bias:
CAUTIOUS
Owned:
Yes
2014-07-09 TOP PICK Macatawa-Bank-Corp.
MCBC-Q
Benj Gallander

This bank is based in Michigan. A few months ago, they re-instituted a dividend. A lot of the banks cut or eliminated their dividends. Financial and capitalization ratios are amongst the best in this company’s history. Balance sheet just looks better and better all the time. Yield of 1.63%.

Price:
$4.900
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2014-07-08 TOP PICK Enbridge
ENB-T
Christine Poole

Pulled back when they issued equity.  Management says they grow 10-12% going forward and there will be dividend growth as well.

Price:
$50.420
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-08 TOP PICK Timbercreek-Senior-Mortgage
MTG-T
Paul Gardner, CFA

A mortgage investment company.  Trades at a discount.  75% of their book is first mortgages.  They are at about 44% loan to value. If real estate falls apart they still get all their money back.  This is almost equivalent to a bond.

Price:
$8.960
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2014-07-08 TOP PICK Tricon-Capital-Group
TCN-T
Paul Gardner, CFA

(Top Pick July 02/13, Up 21.44%) Leverage to the US housing market recovery.  They have an asset management business.  They have a development business.  They own single family homes and he thinks the stock is cheap.  They are growing this to be a multiyear thing.  They figured out how to buy single family homes and then run them.  They purchased in the hardest hit areas in the US.  It trades incredibly cheaply compared to its NAV of $9-$10.  They can refinance properties at a lower rate.

Price:
$7.600
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2014-07-08 TOP PICK Target-Corp
TGT-N
Paul Gardner, CFA

It came down because of credit card issues.  Thinks this is the entry point to buy it and that it is worth in the mid $60s. 

Price:
$59.800
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2014-07-08 TOP PICK United-Technologies
UTX-N
Christine Poole

Owned for a number of years. High quality global industrial company in  Aerospace, aeroparts, HVAC and elevators.  Dominant with elevators in China.  Positioned for recovery in non-residential buildings in the US recovery.  Management is top notch, growing margin and dividends consistently.  2% dividend.  Fairly valued.

Price:
$114.070
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-08 TOP PICK Visa-Inc.
V-N
Christine Poole

Recent addition.  Stock has not participated in the rally.  Valuation is more attractive than MasterCard.  57% of payments are cheques in developing countries vs. 37 in developed countries.

Price:
$215.260
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-07 TOP PICK A-Comment----General-Comments-From-an-Expert
A Commentary
James Dutkiewicz

ICASA Bond 8.875% due May 29, 2024.  Involved in infrastructure build out.  They got downgraded last year.   He likes the name and the Mexican story.

Price:
$0.020
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2014-07-07 TOP PICK Bank-of-America
BAC-N
James Dutkiewicz

5.125% bond maturing December 29, 2049.  It is very, very likely to be called in five years.  They are an improving credit story; capital levels and profit are up.  Headline risk has diminished. 

Price:
$15.940
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2014-07-07 TOP PICK iShares-Global-Infrastructure-E.T.F.
CIF-T
John DeGoey

Infrastructure is crumbling, and we need more. This is a global product, so you are not betting the farm just on Canada or North America.

Price:
$24.260
Subject:
PERSONAL FINANCE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
Showing 61 to 75 of 19,738 entries