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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-08-14 TOP PICK Apple
AAPL-Q
Kash Pashootan

They have grown earnings as much as the share price has gone up. That is why, even after the run it has had since 2011, it is trading at only 13X earnings. Have lots of cash on hand. Stock is down 9%-10% over the last month because he thinks the market was expecting miracles for the iWatch. Dividend yield of 1.81% and are well positioned to grow it.

Price:
$115.960
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2015-08-14 TOP PICK BCE-Inc.
BCE-T
Kash Pashootan

The environment we are heading into, with volatility picking up and a potential correction on the horizon, a name like this makes sense as part of an overall portfolio. One of the lowest beta stocks on the TSX. It is something you can live with in a time when volatility is picking up. Also, the smart phone penetration in Canada is well behind what it is in the US. Is that picks up, this company will benefit. Dividend yield of 4.85%.

Price:
$53.760
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2015-08-14 TOP PICK HAP-Floating-Rate-Bond-ETF
HFR-T
Jon Vialoux

(A Top Pick June 11/15. Down 0.16%.) He uses this as a way to park cash. You are not at much risk of interest rates rising.

Price:
$10.060
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2015-08-14 TOP PICK TransForce-Inc.
TFI-T
Kash Pashootan

A cross-border trucking company, and with gas prices being as low as they are, they will benefit. Also, with the Cdn$ coming down as much is it has, it encourages cross-border shipping to take place. They have been busy doing acquisitions which have put downside pressure on the share price. Attractive valuation. Trading at 15X. Good dividend yield of 2.70%.

Price:
$24.400
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2015-08-14 TOP PICK Xcel-Energy-Inc
XEL-N
Jon Vialoux

Utilities are a good defensive play and this one runs a very seasonal business. It generates the vast majority of its earnings in the 3rd quarter (summer) because of the increased demand for electricity. It is an electricity holding company and operates in a number of states in the US. The average gain from about July 29 through to the end of the year is about 12%, and works 76% of the time. It is currently outperforming the market.

Price:
$35.800
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Yes
2015-08-14 TOP PICK BMO-Low-Volatility-Cdn-Eqty-ETF
ZLB-T
Jon Vialoux

This is a low beta weighted portfolio of stocks. You want to seek ways to reduce your volatility in your portfolio. This holds telcos, utilities and some of the consumer staples stuff. A good way to stay invested, but to reduce your risk to the market gyrations.

Price:
$27.290
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Yes
2015-08-13 TOP PICK Cisco
CSCO-Q
Jennifer Radman

There are a lot of technology companies that people are calling the end of the world and how you run a business no longer applies in this new age. There was always that fear with this company in “software defined networking” and pretty much commoditization of what this company is doing. Have been through a number of cycles and were very aggressive to get ahead of the curve by cutting costs on their legacy business and reinvesting into the stuff they needed to. Growth rates have been very, very strong over the last few quarters. This is a true value play and there is quite a bit of upside as those fears continue to come down. Dividend yield of 2.93%.

Price:
$28.700
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-08-13 TOP PICK Fiserv-Inc
FISV-Q
David Burrows

This is in payment technology.  There is lots of opportunity to grow.  This is one of the big players. 

Price:
$89.160
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-08-13 TOP PICK HCA-Inc
HCA-N
David Burrows

Healthcare has been a big focus of his.  This is the largest hospital management companies in the US, even if only 5% of the market, so there is lots of room for growth.  The US population is aging.  This is a steady, non-economically sensitive company.

Price:
$50.970
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-08-13 TOP PICK Robert-Half-International
RHI-N
Jennifer Radman

Focused on professional services. Started out in finance and accounting, and have a technology arm going into risk management audit. Have a consulting business that is doing very, very well too. There is a dislocation in US unemployment, on jobs that need to be filled but are lacking the skill sets, and this company has been doing very well as they have seen wages come up in areas they focus on. There is still a lot of demand growth. Growing their top line in double digits. Still on their margins below prior peak in their businesses. Thinks there is quite a bit of demand. They are in the sweet spot where there is the demand, but the economy is still not at the point where people are willing to commit to full-time employees, and that fits well for this company. Dividend yield of 1.41%.

Price:
$56.560
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-08-13 TOP PICK Wells-Fargo
WFC-N
David Burrows

Domestically focused US bank.  This is the bank with the best exposure to the US housing market.  As the housing market slowly improves they benefit.  They grew the dividend 23% over the last three years.  Bought part of GE Capital.  You get a good yield and exposure to a domestically improving economy in the US.

Price:
$56.890
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-08-13 TOP PICK Whirlpool-Corp
WHR-N
Jennifer Radman

A housing play which is the part of the market that has been doing well with renovation and remodelling. They are expecting a lot more growth out of North America. Had some capacity constraint issues. Have new products coming online. What is really exciting is that they did 2 joint ventures in Europe and China. They have the ability to take costs out of the system and really rationalize things. The acquisition of Maytag in 2006 had zero revenue growth and they almost doubled EPS. They are very good at running businesses. Dividend yield of 2.06%.

Price:
$174.570
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-08-12 TOP PICK Alterra-Power-Corp.
AXY-T
Rick Rule

He likes the chairman.  They have labored in the shadows for 7 years and have been paying down debt.  They now have increasing flexibility to build out a good pipeline of projects.

Price:
$0.510
Subject:
PRECIOUS METALS
Bias:
SELECTIVE
Owned:
Yes
2015-08-12 TOP PICK Convalo-Health-International-Corp
CXV-X
Fabrice Taylor

Convalo has 30 million dollars of cash and a market cap of about 45 million. Revenues as of the 2nd quarter of this year were about 3.5 million., plus they have made some acquisitions.. Feels they will make about 10 million this year. Their gross margins are about 70%. Thinks it is a good time to buy. Estimated P/E 26.50. He recommends that you wait 2 weeks before buying as there might be a wave of selling in the next few weeks.

Price:
$0.280
Subject:
NORTH AMERICAN - EQUITIES & SMALL CAPS
Bias:
CAUTIOUS
Owned:
Unknown
2015-08-12 TOP PICK Diversified-Royalty-Corp.
DIV-T
Fabrice Taylor

This was a past top pick and he still really likes it a lot. It has had two royalty acquisitions, they have increased their dividend twice. He thinks he might be able to get a 20% return over the next year.

Price:
$2.940
Subject:
NORTH AMERICAN - EQUITIES & SMALL CAPS
Bias:
CAUTIOUS
Owned:
Unknown
Showing 61 to 75 of 21,368 entries