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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-03-11 TOP PICK CASH
CASH
Keith Richards

He is holding about 16% in cash and is looking at this as an opportunity potentially, although he hasn’t moved on it yet, in energy. Oil generally makes 2 kinds of bottoms, 2 tests of a low. If he sees oil hit around the $45 area and successfully test that point, he may actually start legging in, and he needs the cash to do that.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2015-03-11 TOP PICK Callidus-Capital-Corp
CBL-T
Bruce Campbell (2)

Became public last April and did phenomenally well. Management has a great track record of managing private equity money. They weren’t great at guiding the street and telling them about their business. Over the last couple of months, the market has been fairly nervous about the economy and what that meant for catalysts. Management stated that they are investing in stressed companies, but it is all backed by assets and secured by real estate or inventory. Trading at a super cheap multiple at around 8X next year’s earnings.

Price:
$17.650
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Yes
2015-03-11 TOP PICK Patient-Home-Monitoring
PHM-X
Bruce Campbell (2)

This is a rollup strategy. Acquiring monitoring centres through the US. Have been very, very good at making acquisitions. Not only are they seeing acquisition growth, but also organic growth as well. There is cross-selling between their different businesses. Now starting to sell bigger and bigger deals. Just announced a deal in Colorado, which is their largest to date. They have 12 companies they are talking to now, where there are letters of intent, and have about $140 million in revenue. They are guiding for an exit rate revenue of $100 million by the end of this year. Still trading at a reasonable valuation.

Price:
$1.170
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Yes
2015-03-11 TOP PICK Sprylogics-International
SPY-X
Bruce Campbell (2)

Breaking Sports is the latest app for this company. It basically combs social media and looks for information on a player, team or sport that you want to track, and sends it to you in real time. Superfast and it is all done using their semantic search technology. A possible acquisition target.

Price:
$0.570
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Yes
2015-03-11 TOP PICK SPDR-Cons-Discretionary-ETF
XLY-N
Keith Richards

(A Top Pick Jan 30/15. Up 6.09%.) A great sector for seasonal reasons. This had been in a trend and he bought on a dip. A good trade until about April or May, and then you sell it.

Price:
$74.250
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2015-03-11 TOP PICK BMO-India-Equity-Hedged-to-CAD-ETF
ZID-T
Keith Richards

Chart shows a strong upward trend from late 2013. Recently pulled back a little and is an opportunity within the trend that people ought to look at. India has been very accommodative of business.

Price:
$20.270
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2015-03-10 TOP PICK Biogen-IDEC-Inc.
BIIB-Q
David Burrows

You have an aging population in the US that is relatively insensitive to price. Last year pharmaceutical prices rose 13%. This company has the dominant market share position in neurological drugs for things such as multiple sclerosis and Alzheimer’s. They have some very important trials in March on Alzheimer’s, which are potentially blockbuster findings. They may either slow down the onset or, more importantly, actually show some reversing. As the Affordable Care act comes in, there are more people that have money to spend on healthcare. In the next couple of years there are lots of additional trials that will come.

Price:
$414.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-03-10 TOP PICK CASH
CASH
John O'Connell, CFA

29% of his portfolio is in cash. Cash has never hurt his returns. He is an investor in companies and if he can’t find something to invest in, that he thinks is a prudent opportunity of making a fair return in the long haul, he is not afraid to have cash. When you have cash to position, it really turns you into seeing threats and problems as opportunities, not as a danger to your portfolio.

Price:
$0.010
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-10 TOP PICK Walt-Disney
DIS-N
John O'Connell, CFA

Just raised pricing in their theme parks and have been investing big money in their theme parks in China. They have the Star Wars episode coming out this year, which will give them money for years and years and years. The cruise ships and the travel opportunities are big and are one of the biggest hotel operators in the world. Also, a big chunk of its revenues are domestic, so is not being hurt as much as other companies from a strong US$ perspective.

Price:
$103.090
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-10 TOP PICK Google
GOOGL-Q
John O'Connell, CFA

(A Top Pick April 14/14. Up 2.84%.) Their profits have grown and the company is cheaper than it was a year ago. They’ve advanced some other technologies that much more. They still have the dominant operating system in Android. Innovative company and a strong, strong balance sheet. Very reasonable valuation metrics at 16X forward earnings, which is a big discount to the market.

Price:
$559.850
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-10 TOP PICK NXP-Semiconductors
NXPI-Q
David Burrows

One of his big themes is the “Internet of things”. Estimates are that over the next 5 years, individuals will have as many as 9 mobile devices. A lot will be connected to needed security. This company’s main business is “near field communication” chips, like the chip that is on your visa card or in the Apple iPhone that allows you to use Apple Pay. They recently bought Freescale Semiconductor, the leader in selling chips into the automotive sector. The automotive industry over the next 5 years will average about 10% growth in the use of semiconductors per vehicle. This company could earn as much as a 10% free cash flow yield by 2017. Stock looks expensive at 17X earnings, but the reality is there are a lot of synergies coming out of this deal.

Price:
$97.550
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-03-10 TOP PICK Starbucks
SBUX-Q
David Burrows

Feels the consumer is getting stronger and will spend money on things that make them feel good. This company has a very unique customer base and one that they are growing nicely. Same-store sales were up 5% in the US recently. Traffic growth was 2% giving 17% in traffic. Operating margins were up 12%. A great company to begin with, but they are adding new revenues per store by adding more food. Demand side is strong, new product offerings are strong and the cost of coffee is down 35% last year and is probably heading lower.

Price:
$92.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-03-09 TOP PICK BofI-Holding
BOFI-Q
Teal Linde

(Top Pick Feb 6/14, Up 13.23%) They offer a higher savings rate and lower mortgage rates.  They are growing 30-40% and it is starting to show in the share price. It is banking on the Internet.  It was the laggard of his Past Picks so he expects it to do that well in the next year.  There is a transition from brick and mortar banks to on-line rates where they get better savings and mortgage rates.

Price:
$88.230
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-03-09 TOP PICK Catamaran-Corp
CCT-T
John Zechner

In this environment, he is looking for things that he thinks are not expensive and that have some growth potential. He likes the area they are in. This is basically moving healthcare and the distribution of pharmaceuticals more onto an online system like the Obama care. They throw off cash and use their cash to make acquisitions to fill in their product line. Trading at about 18-19 times forward earnings.

Price:
$60.880
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Yes
2015-03-09 TOP PICK Canadian-Utilities
CU-T
Teal Linde

We are in the later third of the bull market and there is a concern of a correction.  They have increased the dividend for 44 years in a row.  They have projects to keep their growth going.  They have the lowest valuation of all the other pipelines, etc. 

Price:
$40.570
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
Showing 61 to 75 of 20,739 entries