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

Recent Top Picks

Date Signal Company Expert Opinion Price
2016-01-22 TOP PICK Agnico-Eagle-Mines
AEM-T
Jaime Carrasco

(A Top Pick Dec 12/14. Up 39.32%.) Will be reporting earnings in February and it will be interesting to see what they do with the earnings expansion Canadian producers are having. Thinks their earnings in February are going to surprise to the upside. He would pick this up on any weakness. On a long-term basis, all the assets they have are going to pay out very well for long-term shareholders. Dividend yield of 1.11%.

Price:
$38.640
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2016-01-22 TOP PICK Altagas-Ltd
ALA-T
Michael Simpson, CFA

An energy infrastructure company. Get a lot of revenue and EBITDA from utilities, midstream and contracted power. 50% of EBITDA comes from the US. Recently announced they are going to try and sign an agreement with the Prince Rupert Port Authority to export propane. They are already doing this from Washington State. Has the only natural gas pipeline to the BC coast, and this is not getting properly reflected in the market. Has gotten beaten up a lot from lower commodity prices, but they have less than 1% exposure to commodities. Great valuation. Looking for steady dividend increases after 2016. Dividend yield of 6.42%.

Price:
$31.380
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-22 TOP PICK BCE-Inc.
BCE-T
Jaime Carrasco

He likes how the company is positioning itself. They are going after data, so it is an interesting way on how they are competing with Rogers (RCI.B-T), which makes a lot of sense. Dividend yield of 4.71%.

Price:
$55.370
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2016-01-22 TOP PICK Central-Fund-of-Canada-Ltd--A-
CEF.A-T
Jaime Carrasco

This is gold bullion and a good way to buy bullion. He wants to hedge any possible decline in the Cdn$.

Price:
$14.640
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2016-01-22 TOP PICK Magna-Int-l.--A-
MG-T
Michael Simpson, CFA

An auto parts company, but is trading at about 7X next year’s earnings. Pristine balance sheet. Made an acquisition of Getrag in Germany which is very big in transmissions. Cars have to become more fuel efficient, and Getrag can do that. Cars have to be lighter, and Magna can capitalize on all these trends in the car industry. Only 5% of their sales are in China, but will grow over time. Dividend yield of 2.33%.

Price:
$49.820
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-22 TOP PICK Morneau-Shepell-Inc
MSI-T
Michael Simpson, CFA

Originally a pension benefits consulting firm. Also, provide employee assistance programs. Likes the strong recurring revenue, good cash flow and that the average client has been with them for 20 years. 90% of revenues are in Canada. Very stable dividend during uncertain times. They have the ability to grow in the US. Dividend yield of 5.45%.

Price:
$14.550
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-21 TOP PICK Apple
AAPL-Q
Gordon Reid

(Top Pick Jan 15/15, Down 7.65%) They are in the midst of a ‘weak refresh’.  The market is looking to the iPhone 7 later this year.  Here is a company that makes 60% of their revenue from an iPhone with a 40% margin.  Their customers are loyal.  73% of iPhone users have an iPhone 5 or older.  There is huge opportunity due to the upgrade cycle to the 7 and successive products.  A third of their market cap is in cash.

Price:
$96.300
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2016-01-21 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Greg Newman

This fits into the thesis of being pretty defensive. About 90% of their earnings come from the US. Dividend yield of 4.91% is well covered and is capable of growing. He models a 15% free cash flow growth over the next few years. This is one where you get paid and it is not going to hurt you. In this kind of market, pick your time to step in.

Price:
$10.840
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2016-01-21 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
Greg Newman

(A Top Pick Nov 26/14. Up 8.33%.) Renewable, infrastructure, improving property values in the US, asset management, private equity flows. This is a low interest rate idea. Believes it can grow 17% FFO over the next couple of years. Trading at a discount to his assumed next year’s NAV. Dividend yield of 1.59%.

Price:
$40.050
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2016-01-21 TOP PICK CVS-Health-Corp
CVS-N
Gordon Reid

They are a strong pharmacy benefit manager, as well as a pharmacy.  They recently bought Omnicare, who supply nursing homes with a billon prescriptions a year.  They are predictable.  15 times earnings.  It is a great place to be if you are nervous about China.

Price:
$94.480
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2016-01-21 TOP PICK Killam-Properties-Inc
KMP.UN-T
Greg Newman

Eastern and Ontario focused apartments. Declining commodity costs are a bit of a tailwind. Lower refinancing rates, probably over the next couple of years, is a bit of a tailwind. Sees reasonable growth of about 7% over the next couple of years. Trading below its five-year average. Dividend yield of 5.86%.

Price:
$10.280
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2016-01-21 TOP PICK Wells-Fargo
WFC-N
Gordon Reid

A play on the housing recovery.  Loan growth and credit quality are both up.  As interest rates rise, these banks will make a lot more money than the market is anticipating.

Price:
$48.010
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2016-01-20 TOP PICK Aegon-N.V.
AEG-N
Benj Gallander

Dutch based financial services. Had to be bailed out by the Dutch government during the recession, but have since come back. Regulators have just allowed them to increase their dividends by 9%. They can also buy back €400 million in shares. Have some operations in the US. He can see this going up to around $20 from here. Well-run company. Also, likes the euro which could go up against the US$, which he feels is overvalued. 

Price:
$5.460
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-01-20 TOP PICK Alacer-Gold-Corp
ASR-T
Benj Gallander

Located in Turkey is one of the major dangers, because of their elections and that they are not getting along with Russia. Thinks the US$ is high, so when that comes down the gold price should go up. The company has zero debt and they make money. Thelr “all in” sustaining costs is $600+. Have about $650 million they can draw on to expand, but that adds a lot of risk to the company. His initial sell target is $6 and change.

Price:
$2.100
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-01-20 TOP PICK Enbridge
ENB-T
Douglas Kee

This has probably been the worst of the pipelines, so it is yielding 5.14%. Have already announced their dividend increase for 2016 of about 14%-15%. Based on the rate base they already have, and about $20 billion of CapX over the next few years, he expects them to increase their dividend at a 10% rate for the next 3 years.

Price:
$41.230
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
Showing 61 to 75 of 22,026 entries
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