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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-01-12 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
Barry Schwartz

He wants to invest with the smartest guys on Bay Street, and that’s who these people are. They are predicting that in the next 10 years they will triple their NAV, by getting more real assets and more fee bearing capital. Dividend yield of 1.25%.

Price:
$61.340
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-01-12 TOP PICK BB-and-T-Corp.
BBT-N
Norman Levine

He looks at valuations and geographical locations.  Some regions are doing better economically.  They are in North Carolina, and the US east coast.  Has a very big consumer bend to it and a lot like the Canadian banks.  He likes the outlook for it.  Loan growth should be increasing.  It should have better earnings and dividend growth and little exposure to the two energy markets.

Price:
$36.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-01-12 TOP PICK BankUnited--Inc
BKU-N
Norman Levine

He is doubling up on his position.  Operations in Florida and New York.  It basically went under in 2008 and was bought and recapitalized.  It is a commercial bank.  Florida and New York city are good areas for this.

Price:
$27.130
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-01-12 TOP PICK General-Motors-Corporation
GM-N
Barry Schwartz

Stock has been hit because of the lawsuits and all the issues that are going on, but he sees a better year in car sales in 2015, and this company increasing its market share and improving sales outside of North America. Low gasoline prices and low interest rates help spur car sales. Dividend yield of 3.35%.

Price:
$35.840
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-01-12 TOP PICK Home-Capital-Group
HCG-T
Barry Schwartz

This has been hit lately. It is always easy to be Short or be negative on a narrative. The narrative is “Canadians have too much debt, the housing market is overvalued, and with oil and gas going down, etc., etc., so Short banks and this company.”. Has heard this story every year for13-14 years. As interest rates go low, people can carry more debt. At the end of the day, you are not paying a high valuation. They have delivered double-digit growth pretty much every single year since it existed. Yield of 1.91%.

Price:
$41.640
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-01-12 TOP PICK Vodafone-Group-PLC
VOD-Q
Norman Levine

The attraction now is that in Europe telcos are starting to be able to raise their rates.  African and Asian businesses are getting better.  Earnings growth will be more than for domestic telcos. 

Price:
$34.320
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-01-09 TOP PICK Artis-Real-Estate-Investment-Trust
AX.UN-T
Andy Nasr

A great buying opportunity. Trading at a 15% discount to NAV. Everyone is throwing up their arms saying there is an excess supply in Calgary and low commodity prices are really going to hurt them. If you drill down into the numbers, their Western Canada exposure is significant, but the Calgary office exposure is very limited, at less than 15% of their net operating income. The offshoot is that they have a whole bunch of US exposure, about 25% of their net operating income, which is really benefiting from the appreciation of the Cdn$. Payout ratio is about 85%. Internally managed. 7% yield.

Price:
$15.350
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
BULLISH
Owned:
Yes
2015-01-09 TOP PICK Bank-of-America
BAC-N
Rick Stuchberry

(A Top Pick Jan 23/14. Up 1.44%.) Thinks he was early on this. They are going through their model and are fixing the things that need to be fixed. The market is not prepared to reward them yet. On every quarterly conference call he thinks it will be the last time they have to pay a fine or litigation of some kind, but then there is another one. He thinks they are now at the end of that process and they were just allowed their 1st dividend increase in the last quarter.

Price:
$16.980
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
Yes
2015-01-09 TOP PICK Capital-One-Financial-Corp
COF-N
Andy Nasr

This is a play on an increasing consumer spending and loan growth. It has been really hard for the US consumer to get a loan unless they had a pristine credit score. Credit card defaults and mortgage defaults have been the lowest they have ever been. Credit scores at origination have been as high as they have ever been. Eventually, as unemployment continues to get wound down and as consumers feel better because consumer confidence is high, there should be an acceleration of borrowing which plays right into this company. Valuation is reasonable and the balance sheet is in good shape. You should see outsized dividend growth going forward as they start to execute on their buybacks and return capital to shareholders. Credit card receivables in the US are still 15% lower than they were in 2007. Yield of 1.5%.

Price:
$79.370
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
BULLISH
Owned:
Yes
2015-01-09 TOP PICK Google
GOOGL-Q
Rick Stuchberry

This correction that the stock has had gives you an opportunity to get a high-quality growth stock. He looks at this as an opportunity to at least get positions started on a stock that has been a long-term winner for a very long time.

Price:
$500.720
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
Yes
2015-01-09 TOP PICK Manulife-Financial
MFC-T
Rick Stuchberry

When you are given an opportunity when a stock pulls back for you, you should take advantage of it. Has a good yield of 2.91%. Lifecos look better than banks at this time. If there is a lift in interest rates, there are a few stocks that might benefit from that, and this would be one of them. Has good exposure in Asia. He could see some dividend increases in the next little while. Have all the ingredients that he likes to see. A solid investment where you will be able to sleep at night.

Price:
$21.320
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
Yes
2015-01-09 TOP PICK Starbucks
SBUX-Q
Andy Nasr

When looking at US dividend growers and dividend payers, you want stocks that have good predictability of income as well as being a good secular growth story. This is exactly what this one is. Expects there will be operational efficiencies in the next year. They are going to benefit as they expand into other geographies. About 75% of their income comes from North America and you really haven’t seen that coffee culture develop in emerging markets. That will coincide with a big increase in the low to middle income households. Valuation is reasonable. Thinks they will be able to deliver 20% growth across the board longer-term. Yield of 1.61%.

Price:
$79.790
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
BULLISH
Owned:
Yes
2015-01-08 TOP PICK iShares-Xinhua-China-25-ETF
FXI-N
Hap (Robert) Sneddon FCSI

This is an ugly looking chart and we are at the tail end of a long slide that went back to 2007-2008. Chart shows that it has moved into an encouraging higher range in the last few months. It also ranks very well and is at the top of his heat mapping, which compares all the countries in the world where you can invest. There have been a lot of slow downs in housing, exports, etc. In a population of 350 million, there is a middle-class being created. This is probably something you would hang on to for 5-6 years with a little bit of volatility.

Price:
$42.440
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-01-08 TOP PICK Intel
INTC-Q
Brian Acker, CA

Coming out with more chip products.  40% model price differential.  30-40% upside.  2.6% yield.

Price:
$36.690
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US LARGE CAPS
Owned:
Yes
2015-01-08 TOP PICK Potash-Corp-of-Saskatchewan
POT-T
Hap (Robert) Sneddon FCSI

There was a big drop in 2013 due to the cartel breakup. It might be a shorter term trade, but is scores very well. Dividend yield of 3.84%.

Price:
$43.140
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
Showing 61 to 75 of 20,495 entries