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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-05-13 TOP PICK Bank-of-America
BAC-N
Richard Croft

Call Option.  Runs to 2017.  It is a LEAP.  If we have strength in the global economy and a rise in the rates, this bank has a lot further to go to recover.  He thinks it is poised to do a very decent breakout.

Price:
$16.470
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-05-13 TOP PICK Wisdom-Tree-Japan-Hedged-Equity
DXJ-N
Richard Croft

You are playing the liquidity infusion that is going on.  It is Europe on steroids.  It hedges out the Yen. 

Price:
$57.260
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-05-13 TOP PICK Wisdomtree-International-Hedged-Equity-Fund
HEDJ-N
Richard Croft

This is basically Europe and he likes it because of the Quantitative Easing that is going on.  If you look at QE3 in the US, their market had a 30% rally.  The fact is that the liquidity benefits the market.  You will see it play out in Europe. 

Price:
$64.170
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-05-13 TOP PICK IMAX-Corp.
IMAX-N
Michael Decter

They have built hundreds of screens in China over the last several years, and continue to do so. They do them as a joint venture and get 20% of the revenue on most of the theatres that they have in China. Big blockbuster movies like Avengers II will do very, very well.

Price:
$37.240
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-13 TOP PICK Inter-Pipeline
IPL-T
Michael Decter

Has owned this for quite a few years, and it has returned 10% dividend growth through that time. Dividend yield of 4.8%. Just had a very good quarter. A rock solid company. A bit diversified. They do very conservative pipelines. They don’t build them on spec, but only when they have a “take or pay” contract. Also, have some oil storage in the Danish Straits. Not affected in any big way by the price of oil.

Price:
$30.790
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-13 TOP PICK Patient-Home-Monitoring
PHM-X
Michael Decter

This is a firm with tremendous growth. It is an American business that came to Canada to raise some equity money. Under Obama care 12 or 13 million more people have health insurance. The American health system is struggling to move people out of hospitals and look after them at home. To look after them at home, you need home monitoring. This company is buying up a lot of the small firms that do that and consolidating them. Has a lot of room to grow.

Price:
$1.510
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-12 TOP PICK American-International-Group
AIG-N
David Baskin

Continues to be somewhat punished by the market for the sins of 10 years ago. Trading at 75% of tangible Book Value. If interest rates go up, companies like this make more money. This is a value play in that you are getting it at less than BV, and it is a play on future earnings growth is interest rates go up. A good counterweight to stocks which are sensitive to higher interest rates, such as utilities, telcos and REITs. Yield of 0.85%.

Price:
$58.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-05-12 TOP PICK Bard-C-R-Inc.
BCR-N
David Baskin

Basically manufactures disposable health supplies that are used, thrown away, and then replenished. Due to the US Affordable Care Act, there are more and more people that are covered and are having operations. It has a bit of a moat in that it is hard to compete with. Also, came out with a balloon that is used in angioplasty and is covered with drugs. Dividend yield of 0.53%.

Price:
$167.160
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-05-12 TOP PICK Cineplex-Inc
CGX-T
Christine Poole

A theatre operator with about an 80% share in Canada. Has been a bit weak in the last couple of quarters. Very high quality management. They continue to increase the concession spend through new offerings and making it easier for patrons to buy food. Also, have alternative formats such as VIP, 3-D, IMAX along with off-hour showings like ballet and sporting events. Expecting a pretty strong slate of movies in the back half of this year and going into 2016. Starting to increase the dividend yield which is currently 3.07%.

Price:
$48.890
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-12 TOP PICK CGI-Group--A-
GIB.A-T
Christine Poole

An IT services company. About 54% is outsourcing, kind of long-term contracts with recurring revenue streams. The balance is systems integration. A somewhat mature business, but very well-managed. Their last acquisition was in 2012 and was in Europe, so now Europe accounts for over 50% of their business. All the integration and synergy targets have come through. They are now looking to do another acquisition.

Price:
$51.730
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-12 TOP PICK Johnson--and--Johnson
JNJ-N
Christine Poole

A high-quality blue-chip company. Has lagged the market and hasn’t done much in the past year. She sees good organic growth in their Pharma side. A strong pipeline of product launches coming on stream. Medical devices division are reporting seeing increasing utilization rates in terms of hospital additions and surgical volumes. Trading at a very reasonable multiple of 16 times. Dividend yield of 2.99%. Have increased their dividend for 53 consecutive years.

Price:
$100.470
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-12 TOP PICK Precision-Castparts-Corp.
PCP-N
David Baskin

Makes castings for oil companies and refineries, which isn’t doing so well, but almost half of their sales come from large aircraft manufacturers, a business that is hard to get into if you are not already in it. A very well run old American company with very strong management. Good upside potential. Dividend yield of .06%.

Price:
$207.930
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-05-11 TOP PICK Cara-Operations-Ltd.
CAO-T
Michael Smedley

This holds these famous brands of Swiss Chalet, Harvey’s, etc. and you have the Fairfax and the Phelan family backing. Fabulous management. Priced at only 11 or 12 times earnings and it could be much more. It will be making interesting acquisitions.

Price:
$30.090
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-11 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Ryan Bushell

(Top Pick Jun 5/14, Down 27.26%) It has held up okay considering the sector.  They did not cut the dividend in 2008 and aren’t considering cutting it now.  They are run very conservatively.  They are a low cost producer.  They have a deep asset inventory.  Only 6% of production is in Alberta.  9.18% dividend.

Price:
$29.880
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
CAUTIOUS
Owned:
Yes
2015-05-11 TOP PICK Fortis-Inc.
FTS-T
Ryan Bushell

The US is 40% of their asset base.  They have the longest record of dividend increases in Canada.  3.5% dividend.

Price:
$39.360
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
CAUTIOUS
Owned:
Yes
Showing 61 to 75 of 20,983 entries