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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-04-01 TOP PICK Walt-Disney
DIS-N
Zachary Curry

There has been a lot of capital expenditure over the past few years through building theme parks, investing, buying Lucas film, etc. His view is that this is going to pay off over the next 1-3 years. CapX should stop and they will reap the rewards. There should be additional funds for shareholders. Best of breed and great management team. Dividend yield of 1.09%.

Price:
$105.440
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-04-01 TOP PICK Magellan-Aerospa
MAL-T
Patrick Horan

This is a classic Canadian exporter. They were hurt really hard when the Cdn$ was at $1.07. Since that time their margins have lifted and expanded nicely. Revenues have grown. Aerospace backlogs go out another 5 years. Trading at 10X earnings. Yield of 1.64%.

Price:
$14.050
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-01 TOP PICK McDonalds
MCD-N
Zachary Curry

Encouraging that they have a board that brings in a new CEO when the old one wasn’t working out. He expects the new CEO will create more localization of menu items and investing in their employees. You are getting paid to wait with a dividend yield of 3.53%.

Price:
$96.290
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-04-01 TOP PICK Martinrea
MRE-T
Patrick Horan

Produces auto parts in Europe, US, South America and soon to be Asia, for many of the auto manufacturers. It has probably been one of the lowest performing of the auto parts companies. New management came in and cleaned things up, taking up from a small-based company to a medium-sized base company. We have a positive auto cycle in North America that will probably last another 4-5 years with sales growing in Europe and probably Asia. Dividend yield of 0.95%.

Price:
$12.600
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-01 TOP PICK Spartan-Energy-Corp
SPE-T
Zachary Curry

(A Top Pick April 7/14. Down 13.99%.) He considers this as best of breed in the energy sector. Disciplined management team. Good capital allocators. You can control a lot of things, but you can’t control the commodity price. In his view management is good at delivering. They have a clean balance sheet. They can basically spend their cash flow this year and grow production per share around 20%-25%.

Price:
$2.890
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-04-01 TOP PICK Canadian-Satellite-Radio
XSR-T
Patrick Horan

(A Top Pick March 25/14. Down 19.51%.) Management has a policy of giving most of their free cash flow away in the form of dividends. CBC, which has been an owner of over 12% of the shares, just announced those shares are up for sale. Dividend yield of 7.41%.

Price:
$5.730
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-31 TOP PICK BTB-Real-Estate-Investment-Trust
BTB.UN-T
Paul Gardner, CFA

Québec industrial, retail and office. The biggest knock is that they had over distributed and were overleveraged. 3 years later, they have increased their distribution. Have had good re-leasing of their properties. Have room to grow and to increase their distributions. Québec and Ottawa are doing just fine in this space. Yield of 8.7%.

Price:
$5.000
Subject:
LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2015-03-31 TOP PICK Timbercreek-Mortgage-Investment
TMC-T
Paul Gardner, CFA

(A Top Pick Feb 11/14. Down 7.12%.) This is a mortgage investment Corp. Has been hurt because they had prepayment issues last year. Has heard that insiders have been aggressive buyers of the stock. A good asset class to own. Yield of 9.33%.

Price:
$7.940
Subject:
LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2015-03-31 TOP PICK Union-Pacific-Corp
UNP-N
Gajan Kulasingam

This is his preferred rail company in North America. Serves the Western US with exposure to the Mexican corridor. It serves the region that has the lowest cost basin, so doesn’t have the same negative headwinds as the Eastern rails. Trading at roughly 14.5 X forward earnings. Yield of 2.03%.

Price:
$108.310
Subject:
INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
Yes
2015-03-31 TOP PICK Veresen-Inc
VSN-T
Gajan Kulasingam

New CEO who has done a great job of reshaping the business. Has been very creative with the deals he has done. This company is a high dividend business model, but also has significant growth. Generally it is a difficult juggling act to balance, but the CEO has done a great job of strategically generating cash flow that allows him to pay out the dividend and still fund organic growth. The Ruby pipeline deal is very cash flow accretive. The Encana (ECA-T) joint venture is also cash flow accretive and allows them to fund the dividend while they go out and build Jordan Cove. He expects these to drive the value north of $20-$21 over the next 2-3 years. Yield of 6.01%.

Price:
$16.680
Subject:
INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
Yes
2015-03-31 TOP PICK Williams-Cos
WMB-N
Gajan Kulasingam

This is a General Partner, which for tax purposes is investable by anybody, and is essentially a C Corp (?). They essentially own and operate the largest network infrastructure of energy assets in the Northeast, particularly in the Marsalis and Utica shale blue regions. This is one of the higher prolific liquids rich regions that you want to have exposure to in this market. Management team has been very proactive in extracting shareholder value out of the current business model. Their guidance is for 10%-15% dividend growth based on the current commodity strip. His view is that oil will recover at some point, and when it does the dividend gets rebased back up to north of 18%-20%. Dividend yield of 4.6%.

Price:
$50.590
Subject:
INDUSTRIALS, UTILITIES and ENERGY INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
Yes
2015-03-31 TOP PICK Canadian-Satellite-Radio
XSR-T
Paul Gardner, CFA

This has been hit too hard and there is real value in it. Came out with weaker numbers and a higher churn last quarter. He believes there are one-offs that will help fuel the growth. The US Sirius XM is hitting new highs, so there is a disconnect between Canada and the US. With new car sales growing and with the used car market they are focusing on, this is a great free cash flow story. Trades at about a 20% discount to its US counterpart. Dividend yield of 7.69%.

Price:
$5.500
Subject:
LARGE CAP DIVIDEND PLAYERS, REITs & FIXED INCOME
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2015-03-30 TOP PICK CVS-Health-Corp
CVS-N
Gordon Reid

They have both the back and front end of US drugstores. Back end contributes about 70% of revenues and profits. This is a play on the aging population demographics, plus Obama care. This gives a great many more Americans access to insured health benefits. Dividend yield of 1.35%.

Price:
$103.830
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-30 TOP PICK Esterline-Technologies
ESL-N
Gordon Reid

This sells into the aerospace and defence sectors. They put a lot of dollars into each 350 that is built, in avionics and censors.

Price:
$115.680
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-30 TOP PICK High-Arctic-Energy-Services-Inc
HWO-T
Martin Davies

They confused everyone with the name.  Their biggest earnings generator is in New Guinea.  They have an island and two new rigs being built.  Good solid dividend of 5%+ and a good revenue stream.

Price:
$3.760
Subject:
CANADIAN OIL & GAS
Bias:
OPTIMISTIC
Owned:
Yes
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