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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-10-17 TOP PICK Whitecap-Resources
WCP-T
Eric Nuttall

Will see some early money.  Dividend is one of the most sustainable dividends.  At $80 oil can grow production by 15%.  Their balance sheet is very under levered.  They have low decline.  They can bring on production very efficiently.  CEO and directors are buying stock actively.

Price:
$14.890
Subject:
OIL & GAS
Bias:
BULLISH on OIL
Owned:
Yes
2014-10-16 TOP PICK Artis-Real-Estate-Investment-Trust
AX.UN-T
Michael Missaghie

Large proportion (20%) of their assets are in the US and the rest in the four western Canadian provinces.  Took advantage of very open capital markets to grow its portfolio on the asset side accretively.  They brought down the payout ratio and the leverage.  The distribution is over 7%.  Thinks the NAV is approximately $17.

Price:
$15.130
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-16 TOP PICK CVS-Health
CVS-N
Stan Wong

Feels it is important to stick with names that have high US revenues, and this one has 100% of its revenues from the US. The largest healthcare provider in the US. They are going to benefit from an aging US population, an increase in generic drugs and an increase in growth in specialty prescription drugs. Trading at 17X Forward Earnings and has a 14%-15% growth rate. A pretty cheap 1.2%X PEG ratio relative to the other consumer staple names.

Price:
$78.810
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-16 TOP PICK Walt-Disney
DIS-N
Stan Wong

If you can pick up a world-class name like this on a pull back like this that is a good thing. They have a multiplatform strategy. They bring out a movie or a character, and put it in their theme parks. Their content is unrivalled by any of the other competitors, so it deserves a premium multiple. Expects the stock to grow in earnings by 12%-15% long-term.

Price:
$81.740
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-16 TOP PICK First-Capital-Realty
FCR-T
Michael Missaghie

Very high quality business.  Management team is very well aligned.  Asset quality has improved.  Payout ratio and leverage that are almost the best in the business.  The valuation is very undemanding.  There is an overhang because of an equity issue done recently.  NAV is about $18-$18.25.  It is a core position in his opinion.  He would add to it right now.

Price:
$17.620
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-16 TOP PICK Southwest-Airlines
LUV-N
Stan Wong

Fourth-largest US airline. Mainly short-haul type of flights. 100% of its revenues are from the US. They have the most conservative and probably the healthiest balance sheet in terms of debt to capital ratio. Feels recent fears about the spreading Ebola epidemic has moved the stock downwards. Good valuation.

Price:
$30.940
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-16 TOP PICK Prologis
PLD-N
Michael Missaghie

The largest global industrial REIT.  Majority of assets in North America, but they have exposure to Europe and Asia.  They had a 12 quarter plan that they achieved in 10 quarters with respect to their leverage, quality of assets and the land they have on their balance sheet.  Thinks the market is not recognizing the quality of business and the upside to free cash flow growth.  This is a unique opportunity to buy this one.

Price:
$38.420
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-15 TOP PICK Diversified-Royalty-Corp
DIV-T
Fabrice Taylor

Acquired a royalty on a restaurant chain out West. The current free cash flow yield is about 8%, and they will start paying a dividend soon. They are planning on acquiring as many royalties as they can and fund a dividend with that. CEO is very smart and was involved in a lot of the restaurant royalties 10-15 years ago, so he knows the business. Likes the cash flow and the yield, and it should hold up well. They have been (unable?) to finance which is why the stock is off a little bit, but once that is done he thinks you are going to see analysts’ coverage and a lot more eyeballs on the stock.

Price:
$2.360
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2014-10-15 TOP PICK Delavaco-Residential-Prop.
DVO.U-X
Fabrice Taylor

This company was formed about 3 years ago to acquire US houses on the cheap. They did that and then went public. Their houses have appreciated a lot in value. They are starting to sell down their health portfolio, and their plan is to reinvest the cash into multifamily (apartment buildings), which is a very interesting and attractive space. He believes this is trading for less than the value than what you would get if it were liquidated. Expects they will start paying a dividend in the next couple of quarters.

Price:
$0.920
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2014-10-15 TOP PICK Empire-Company--A-
EMP.A-T
Barry Schwartz

The Sobey’s chain is excellent. There was worry that there was going to be a lot of new grocery chain retail space in Canada. Wal-Mart seems to be not growing as fast and Target is not doing well. Feels the NAV is $85-$90, so you are paying a discount for this company. Dividend yield of 1.44%.

Price:
$74.270
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-15 TOP PICK High-Liner-Foods
HLF-T
Barry Schwartz

Distributor of frozen food as well as value added. The company is slowly, but surely gaining more presence in the US through the retail chain, as well as selling into restaurants and hospitality. Likes their recent acquisition, and expects they did this to get more into Wal-Mart and Sam’s Clubs, and that would be more of a jumping point to try and sell more of its existing retail products and get a better relationship with Wal-Mart. Thinks they will earn between $1.50 and $1.60 in 2015. Yield of 2.1%.

Price:
$20.000
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-15 TOP PICK National-Bank-of-Canada
NA-T
Barry Schwartz

Best managed bank in Canada. Since 2003 their performance has outpaced every other bank. They have raised the dividend the fastest. Yet it trades at the lowest valuation of any of the Canadian banks. He sees the company earning $4.75 to $4.80 next year, so you are paying 10X earnings. Yield of 3.78%.

Price:
$49.870
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-15 TOP PICK Vecima-Networks-Inc.
VCM-T
Fabrice Taylor

A nice little company that makes Network Equipment. Very stable and very well run. Churns out cash. What is interesting to him is that they have almost $15 million in cash and tend to pay out special dividends. Always seems to have a lot of hidden value. Family that runs this and owns a lot of stock is very shrewd. Expects a special dividend this year.

Price:
$7.430
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2014-10-14 TOP PICK Apple
AAPL-Q
Bruce Tatters

Valuation, net of cash, is about 11 times. This compares against the market of about 14 times. Thinks you could easily see 20%-25% earnings growth over the next year. When you see a company trading at 30%-35% discount to the market, with double its growth, this is quality on sale.

Price:
$98.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-10-14 TOP PICK Abbott-Labs
ABT-N
Brian Acker, CA

Spinning off another division. He loves the drug space, which is free of volatility. His model price is $45, a 10% upside.

Price:
$41.060
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
Showing 61 to 75 of 20,144 entries