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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-12-08 TOP PICK WPT-Industrial-REIT
WIR.U-T
Jeff Young

Warehouses and distribution centers in the US.  Benefiting from the theme of e-commerce.  6.6% yield, almost 100% occupancy.  Will be able to bring in new properties and grow.

Price:
$10.790
Subject:
CANADIAN DIVIDEND
Bias:
BEAR on ENERGY
Owned:
Yes
2014-12-05 TOP PICK Analog-Devices
ADI-Q
Rick Stuchberry

This is right in the middle of the technology space, and he thinks there is money flowing into technology. Feels there is pretty reasonable growth here. Very good balance sheet with minimal debt. Growing cash flow. Dividend yield of 2.57%.

Price:
$57.340
Subject:
CANADIAN LARGE & ADRs
Bias:
BULLISH on INDIA
Owned:
Yes
2014-12-05 TOP PICK Brookfield-Property-Partners
BPY.UN-T
David Cockfield

This is all over the world. You are really not buying a Canadian stock. You may be buying real estate in Brazil, Europe, a lot of it in the US. They are in casino businesses and hotels. Also have residential. Making a bid for part of the Canary Wharf with Qatar. These are real pros and international operators. Yield of 4.27%.

Price:
$26.330
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-05 TOP PICK Crescent-Point-Energy-Corp
CPG-T
David Cockfield

Thinks this has gotten beaten up too much. They operate in Saskatchewan and in North Dakota. Super operators. Have been very adamant in the past about protecting their dividend when prices went down. He is betting that you will see the price of oil back into the $75-$80 range within 6 months. Yield of 10.34%.

Price:
$26.690
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-05 TOP PICK Las-Vegas-Sands-Corp.
LVS-N
Rick Stuchberry

Another sort of back door play into Asia. About 80% of their revenue comes out of Singapore and Macau. They don’t have a monopoly, but have a very strategic position, where people can’t get into the market against them for at least a few years. Likes Asia because that is where the growth is. Yield of 3.38%.

Price:
$59.220
Subject:
CANADIAN LARGE & ADRs
Bias:
BULLISH on INDIA
Owned:
Yes
2014-12-05 TOP PICK Pembina-Pipeline-Corp
PPL-T
David Cockfield

Some of the servicing agencies have taken quite a beating. He can see people hitting the fracers and the drillers, etc., but the pipelines are gatherers, and transport both oil and gas liquids. They have an essential part in that whole transportation system, mainly in Alberta and Saskatchewan. This company has long-term contracts with big names. They have built up a backlog of projects that are coming on stream. Forecasts for EBITDA next year is up 19%. Dividend yield of 4.35%.

Price:
$39.990
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-05 TOP PICK WSP-Global-Inc.
WSP-T
Rick Stuchberry

A Canadian company, but in the last couple of years they bought a UK engineering firm and one from the US. Will have the big bulk of its earnings coming internationally. Decent yield of 4.29%.

Price:
$35.000
Subject:
CANADIAN LARGE & ADRs
Bias:
BULLISH on INDIA
Owned:
Yes
2014-12-04 TOP PICK BB-and-T-Corp.
BBT-N
Norman Levine

Likes the geography they are in.  Likes the quality of the management and of the balance sheet.  2.54% dividend.

Price:
$37.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Yes
2014-12-04 TOP PICK General-Electric
GE-N
Norman Levine

Is in transition.  It was a much more of a financial stock and is not in the throes of being more of an industrial and less of a financial, but trades more like a financial still.  Cheaper than Honeywell or 3M or UTX-N. 

Price:
$26.090
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Yes
2014-12-04 TOP PICK Google
GOOGL-Q
Stan Wong

Has really underperformed this year relative to the sector and relative to the broader market, which really presents a good buying opportunity given that we are still looking at 18%-20% long-term growth. Trading at a fairly decent valuation of 19X forward PE. This gives you a 1.1-1.0 PEG ratio, which is cheaper than 85% of the S&P 500. As the US, and hopefully the global, economies rebound, this should benefit from greater demand for Internet search engine and advertising which is its bread-and-butter.

Price:
$542.580
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-04 TOP PICK Metlife
MET-N
Stan Wong

This appears to be a bit undervalued to other insurers. The largest life insurer and one of the largest insurance and financial services companies in the US. As the recovery in the US economy continues and the labour market gets better, that will provide a catalyst to share price given the greater demand for insurance and investment products. If interest rates move up, that is also good for life insurers. Stock is trading at 9.5X PE forward with 10%-12% long-term growth. Pretty decent valuation. Yield of 2.55%.

Price:
$55.180
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-04 TOP PICK Starbucks
SBUX-Q
Stan Wong

20,000 stores in 60 countries globally. This is a stock that has taken a bit of time off and hasn’t done a heck of a lot, although it hit a new high today, which technically could be a pretty interesting formation. A premier large cap growth name. Doesn’t think you can find a name in the space that is similar to this. Expanding into tea, juices as well as fresh food offerings and alcohol in the US. Yield of 1.57%.

Price:
$81.310
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2014-12-04 TOP PICK Suncor-Energy-Inc
SU-T
Norman Levine

Make sure you own energy stocks with rock solid balance sheets and low costs of production.  They are a huge cash generating machine.  They could even raise their dividend here and payout would be very, very low.  They are not hurt much by oil pricing coming down and refining margins have been coming down to offset the price of oil  When oil goes up, prices at the pump reflect immediately, but when it comes down, the pumps are slow to come down.

Price:
$35.890
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on FINANCIALS
Owned:
Yes
2014-12-03 TOP PICK CitiGroup
C-N
Brian Acker, CA

(A Top Pick Jan 14/14. Up 1.26%.) Coming out of his EBV -3 line in his strategy of “coming out of the blue”. Has $1.9 trillion of assets while Bank of America (BAC-N) has $2 trillion of assets. For the banks that were the most hit in the 2008 crisis, their balance sheets are starting to get to be okay. When they start to perform and use that capital, that tells you that the US is really coming along and getting out of the financial crisis. Yield of 0.07%.

Price:
$55.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2014-12-03 TOP PICK CGI-Group--A-
GIB.A-T
Jon Vialoux

Technology sector tends to do well from October all the way through to January, at the time of the Consumer Electronic Show. We are already within the period of seasonal strength for this company. Seasonal stats from the start of December all the way through to about February 8, just before it reports earnings, and it tends to do quite well. 76% of the time it has been positive with an average return of about 14.4%. The trend is certainly positive on this.

Price:
$41.910
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
No
Showing 61 to 75 of 20,359 entries