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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-11-13 TOP PICK Brookfield-Property-Partners
BPY.UN-T
Derek Warren

Brookfield empire has always been criticized for being complicated, so they are trying to silo everything into individual companies. This is the “property” part, with a large portion of its assets being downtown Manhattan, LA, London etc., along with a very good industrial property. Also, have some value added deals where they buy bankrupt hotels and turn them around, etc. It has the growth angle through capital allocation. Quite a decent yield. Trading below NAV. Any time you get something that is cheap with a good yield and growth opportunities, it is a great opportunity. Yield of 4.33%.

Price:
$26.170
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2014-11-13 TOP PICK Cameco-Corporation
CCO-T
Mohsin Bashir

There was a lot of psychological element as to what the spot price of uranium was doing.  This is one of the biggest producers in the world.  Long life, low costs assets.  Japan is now able to restart two reactors.  CCO-T can drive growth.  Operational issues are now resolved.  As they bring on new contracts, it will be positive.

Price:
$20.760
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-11-13 TOP PICK Fluor-Corp.
FLR-N
Mohsin Bashir

You can pick this up on weakness and see it trade up to the mid to high teens.  Margins are much better on their energy and infrastructure projects.  The book to bill ratio dropped close to 1 and so is weaker right now, but the overall trajectory is positive.

Price:
$65.090
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-11-13 TOP PICK InterRent-REIT
IIP.UN-T
Derek Warren

A small apartment REIT focused in the Ottawa district. Thinks this is cheap because it doesn't scan so well, but they actually have 7% of their portfolio in one very large redevelopment position, where they have emptied the entire building. As they finish this renovation going on to Q1 and Q2 in 2015, and they start to lease up the building in 2015 and into 2016, there is a tremendous amount of cash flow that is going to come online. In the past had double-digit FFO growth. After a one-year pause, they will be able to continue that in the future. Yield of 3.4%.

Price:
$5.890
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2014-11-13 TOP PICK Pure-Multi-Family-REIT-LP
RUF.U-X
Derek Warren

This is one of those orphan companies. Very small with about a $130 million market cap. Trades in US or Cdn dollars on the Cdn exchange. Has kind of been forgotten in the shuffle. In the hottest market
in the apartment sector, i.e. Texas. Trades at a double digit discount to NAV. If you can wait a while, the market has to recognize its value. Yield of 8.28%.

Price:
$4.530
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2014-11-13 TOP PICK Trans-Canada-Corp
TRP-T
Mohsin Bashir

A republican senate is positive for TRP-T, but there are plenty of home grown opportunities.  Keystone would be an added benefit.

Price:
$56.450
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-11-12 TOP PICK AGT-Food--and--Ingredients
AGT-T
Brendan Caldwell

This company provides vegetable-based proteins, a lot of pulses and a lot of beans, into food products. This has tremendous exposure to the US with distribution to Kraft (KRFT-Q) and a lot of the other US food companies. With the interest in growth of gluten-free foods, their business has taken off. Dividend yield of 2.25%.

Price:
$27.100
Subject:
CANADIAN VALUE
Bias:
UNKNOWN
Owned:
Yes
2014-11-12 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Paul Gardner, CFA

2.17% dividend.  He sold BCE-T to buy this position.  This is a great opportunity to own some really cheap assets.  Oil prices are stable out West relative to WTI. 

Price:
$41.910
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2014-11-12 TOP PICK DH-Corporation
DH-T
Brendan Caldwell

Cheques are now just a small component of their business. They provide electronic processing for so much financial services, including mortgages, payables, accounting, etc. Just made a US acquisition so that now 50% of their revenue will be coming out of the US. Dividend yield of 3.57%.

Price:
$36.100
Subject:
CANADIAN VALUE
Bias:
UNKNOWN
Owned:
Yes
2014-11-12 TOP PICK Magellan-Aerospa
MAL-T
Brendan Caldwell

Bombardier (BBD.B-T) has had its struggles. Has to both develop a product and sell it. This company has some very high quality products and can play both sides off against the middle. They supply everybody. Demand for new aircraft has been significant. The concern is that with energy prices coming lower, a lot of what has driven the demand for new aircraft is the new fuel efficient designs that a lot of manufacturers have incorporated. Dividend yield of 1.62%.

Price:
$13.770
Subject:
CANADIAN VALUE
Bias:
UNKNOWN
Owned:
Yes
2014-11-12 TOP PICK Mainstreet-Equity-Corp
MEQ-T
Paul Gardner, CFA

(Top Pick Feb 11/14, Up 9.93%) Very little vacancy.  Apartment buildings out west where there is net migration there, there are no rent controls and there are low vacancies.  A lot of assets in Edmonton.  Trades at a significant discount to its NAV.

Price:
$40.170
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2014-11-12 TOP PICK Tricon-Capital-Group
TCN-T
Paul Gardner, CFA

It has US assets so you benefit from the Canadian dollar.  They just made an acquisition that has added to their assets.  They buy individual, distressed homes in the Southern US.  This is incredibly cheap, a 15% discount to its NAV.  Their management fees keep going up.  It is the US housing market, but a Canadian name.

Price:
$8.090
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2014-11-11 TOP PICK Acadian-Timber-Corp
ADN-T
Bill Carrigan

Hitting a new 52-week high today. Thinks this works higher. An overlooked stock, which is a good sign.

Price:
$15.730
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2014-11-11 TOP PICK CAE-Inc
CAE-T
Bill Carrigan

(A Top Pick March 18/14. Down 2.77%.) There are not a lot of aerospace choices in Canada. He had picked this one because it was a pure play. Thinks that very soon we are going to make another 52-week high, and then we get a clear breakout. A weaker Cdn$ will probably help.

Price:
$14.480
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2014-11-11 TOP PICK Chartwell-Seniors-Housing
CSH.UN-T
Christine Poole

The leading seniors housing operator in Canada. About 80% of their suites are in Canada with 20% in US. Have refocused by selling off non-core properties in the US and putting the money back into Canada. She likes the demographics. We are all living longer. The population of seniors, 75+, is going to be growing at 3 times the general population rate. The penetration of seniors housing is quite low. Yield of 4.66%, but they are at the point where they could be increasing this in the next year.

Price:
$11.570
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 61 to 75 of 20,262 entries