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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-04-03 TOP PICK Veresen-Inc
VSN-T
Jaime Carrasco

Has just been granted permission to build an LNG plant in North America. We have to ship natural gas out and LNG will be a main component of those exports.

Price:
$16.680
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-04-02 TOP PICK iShares-Global-Infrastructure-E.T.F.
CIF-T
Michael Bowman

A global infrastructure ETF. Looking at $14 billion in infrastructure spending by the federal government, more by the provincials and in the US we have the P3’s. Thinks the trend of infrastructure is going to be not only in North America, but expects it to be worldwide.

Price:
$24.350
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2014-04-02 TOP PICK GX-Guru-Small-Cap
GURX-N
Michael Bowman

Looking at hedge funds in the US, every 3 months they have to submit their portfolios to the SEC. This small cap ETF buys companies that hedge funds own. If a hedge fund has a high turnover rate, it is not included.

Price:
$15.160
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
2014-04-02 TOP PICK Microsoft
MSFT-Q
David Burrows

He looks for companies that are good, but are getting better. This is a company that has been going through a change in management and in focus. Changing their business model from a subscription model to a Cloud-based monthly pay. Ultimately he likes companies that benefit from improving capital spending at the corporate level. Have lots of cash and trades at a very low valuation.

Price:
$41.350
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-04-02 TOP PICK Matador-Resources
MTDR-N
David Burrows

About a 3 billion-dollar market. They will come out of this year with about 22,000 barrels a day and will likely double their production over the next 2 years. They are using technology to do that. Have spent about $440 million next year on CapX. Benefiting from a big drop in the cost of drilling. Bringing on wells in as little as 8 days. They are both in the Permian and Eagle Ford basins. Have over 10 years of drilling targets going forward.

Price:
$25.570
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-04-02 TOP PICK PowerShares-Dynamic-Leisure--and--Entertainment-ETF
PEJ-N
Michael Bowman

This is a whole mix of entertainment and leisure type companies. If we are considering an economic recovery, then consumer discretionary stocks should do very well. This ETF is composed of hotels, restaurants, cruise lines, gaming houses. Has about 30 companies and they are all rebalanced quarterly. They are looked at by management actions, price momentum, earnings momentum and a number of value criteria.

Price:
$34.840
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2014-04-02 TOP PICK United-Technologies
UTX-N
David Burrows

Has liked the aerospace sector for a long time and this company owns Pratt and Whitney which manufactures jet engines. Have gone through a major restructuring. The other big part of their business is more focused in the non-residential construction area such as Otis elevators and climate control. Have grown their dividend 10% year for the last 5 years.

Price:
$119.870
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-04-01 TOP PICK AgJunction-Inc
AJX-T
Benj Gallander

(BNN has dates shown as April 1/14. April Fools’ joke? I’m taking their word for it because I can’t match anything!!! Bill.)

(A Top Pick April 1/14. Up 13.75%.) Past quarter was really good. Revenues were up 37%. What scared a lot of people was the viewpoint going forward that things were slowing down a bit and management perceived it was going to be slow in the near future and tough slogging.

Price:
$0.960
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2014-04-01 TOP PICK Boeing
BA-N
Christine Poole

Gave conservative guidance when they reported their 4th quarter. Company historically has always beaten on their earnings and cash flow by a wide margin. Have a very strong backlog support, cash flow and earnings for the next few years. Can see big demand out of emerging markets as air travel demand increases. Within developed markets, she is seeing replacement demand for aging planes. Have committed to returning 80% of free cash flow to shareholders and they don’t expect free cash flow to peak until 2015-2016 at the earliest.

Price:
$128.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-04-01 TOP PICK Capstone-Infrastructure
CSE-T
Benj Gallander

Have a plant called Cardinal in Ontario and the terms of their contract with the Ontario Power Authority was just until the end of the year. Just announced a new 20 year agreement, which helps to assure a certain amount of income, which should help to ensure the dividend. Over the past number of years, this company has typically over promised and under delivered. Yield of 7.52%. Possible takeover target at some point.

Price:
$4.000
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2014-04-01 TOP PICK Flextronic-International
FLEX-Q
Benj Gallander

Feels they might be finally having a breakout. Revenues have climbed dramatically and are over $7 billion. Have recovered since they lost the huge contract of Research in Motion. In the 1st three quarters of the year, they bought back about $363 million of shares. Has a sell target of $18.74.

Price:
$9.290
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2014-04-01 TOP PICK CGI-Group--A-
GIB.A-T
Christine Poole

Attractively priced, trading at about 12.5X forward earnings, a discount to its peer group. The European acquisition they did about 1.5 years ago has worked out well. Slowly changing the mix of their business so the margins would appreciate over time. Very attractive entry point.

Price:
$34.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-04-01 TOP PICK Loblaw-Companies-Ltd
L-T
Christine Poole

Grocery business is intensely competitive, but she really likes the Shoppers acquisition. Conditions set out by the review board were well within expectations. It puts them into a health/wellness sector that she likes. Internally, the company is coming off a heavy investment repair period in their stores. Their logistic system is largely behind them. This will give them close to a 25% share in the Pharma business.

Price:
$46.820
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-03-31 TOP PICK AutoCanada-Inc.
ACQ-T
Michael Smedley

(Top Pick Mar 20’13, Up 241.53%) Good news today – an acquisition today.  The Detroit big three did not want to sell to them in the past, but are more open to it now.  Lots of scope to keep going.  Will double again in the next few years because of their relationships with dealerships across Canada.  They gain the trust of dealerships ready for when the owners want to retire.

Price:
$61.500
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2014-03-31 TOP PICK Aurora-Spine
ASG-X
Michael Smedley

Patented, approved technology.  A Spinal fusion clamp.  50 or so operations completed. 

Price:
$4.590
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
Showing 61 to 75 of 19,332 entries