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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-11-07 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Michael Decter

Outstanding CEO. Likes the management team. Just reported and they are through 140,000 barrels a day. Dividend of 7.46%, which he believes is sustainable. Have done a lot of tuck-under acquisitions and thinks they will do more organic growth. Have pretty good core areas. They own their own infrastructure, so they own rail terminals and are shipping more than half of the oil they produce by rail to very specific refineries, where they get a good price.

Price:
$36.810
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-11-07 TOP PICK Dow-Chemical
DOW-N
Michael Decter

This company made a big switch. They were in commodity businesses that had low margins. Decided to shed some of their historic businesses and go into higher value chemical products that have higher margins. Low raw material costs pushed up margins for the 9th straight quarter in the plastics business. Have a lot of room to the upside. Yield of 2.99%.

Price:
$49.500
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-11-07 TOP PICK Keyera-Corp
KEY-T
Michael Decter

Has had terrific growth, and more than that it has about $1.7 billion of growth projects locked into 2017, which gives them a continuation of their really strong growth which they've had in earnings. Up 88% in the quarter over last year. Their EBITDA growth should continue to be strong double-digit. Not just extracting natural gas liquids and selling them that way, but are into much more complicated things that give them a range of markets. Dividend yield of 2.74%.

Price:
$94.370
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-11-07 TOP PICK Tata-Motors-Ltd.
TTM-N
Keith Richards

(A Top Pick Sept 30/14. Up 6.47%.) This is probably his favourite stock. Besides the tiny little cars they manufacture in India, they also own a huge industrial machine manufacturing company, and Jaguar Land Rover. Thinks it has plenty of upside. Chart shows a long-term uptrend and starting to break out. This is probably going to be an uptrend for a few years. On any uptrend, you buy on the dips.

Price:
$46.540
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2014-11-07 TOP PICK SPDR-Technology-ETF
XLK-N
Keith Richards

Technology. He really likes this sector. This is a great way of playing the big US technology stocks. They have been leading group through most of the bull market. He is seeing new highs on this and money flow moving into the technology sector. Some of the big components such as Microsoft, are breaking out of 10-12 year sideways patterns.

Price:
$40.840
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2014-11-07 TOP PICK China-Equity-Hedged-to-Cdn-ETF
ZCH-T
Keith Richards

This ETF will hold nothing but ADRs. The accounting standards on ADRs fit international standards, so you are not going to get zinged by some obscure Chinese accounting methodology on some company. Chart shows it had formed a base in 2012-2013 and broke out upwards and then based again and is now starting to break out. Has a decent pattern. Overall, this looks okay.

Price:
$18.180
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2014-11-06 TOP PICK Carmike-Cinemas-Inc.
CKEC-Q
Colin Stewart

CGX-T said they are not interested in expanding outside of Canada but there is no room left in Canada for them. CKEC-O’s valuation is 5-6 times vs. CGX-T being double that.

Price:
$28.070
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
Yes
2014-11-06 TOP PICK DeeThree-Exploration
DTX-T
Mason Granger

Bought this recently because he felt the stock got too cheap. US investors pile into Canadian stocks, and then exit in a less than graceful way. He had felt that one of the top shareholders was liquidating their position, so he used the weakness to Buy. Delivered over 40% per share growth through light oil over the last number of quarters. Have a significant inventory in 2 core plays that should give them a depth of low risk development drilling for years to come. They have done this with very modest debt levels. Trades at just over 4X on a debt adjusted cash flow basis.

Price:
$6.410
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2014-11-06 TOP PICK Hudson-Bay-Co.
HBC-T
Colin Stewart

Thinks they will spin some of the real estate out into a REIT and may sell the best properties directly, leasing them back. The retail operation is only trading at 4 times. The retail operations are actually improving. The outlook is pretty good. There are some catalysts coming in the next 6-12 months with what they will do with these real estate assets.

Price:
$15.250
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
Yes
2014-11-06 TOP PICK Spartan-Energy-Corp
SPE-T
Mason Granger

(A Top Pick Feb 20/14. Up 15.38%.) Their 3rd iteration and have made money every time. Following a formula of buying oily assets that have high net backs, moderate declines, good capital efficiencies, and they put the numbers on the board in terms of growth per share. They are looking for 30% growth in production every year. Debt to cash flow of 0.3 times. They are knocking the ball out of the park in terms of well rates they are bringing on stream in the 2nd half of this year. Well positioned to beat their numbers and blow through their exit guidance.

Price:
$3.000
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2014-11-06 TOP PICK Tuckamore-Capital-Management
TX-T
Colin Stewart

A turn around restructuring story. They took on too much debt originally. They have 6 different businesses, 4 of which they are likely to sell. They have an energy services company, and a demolition company, both of which are doing very well. As they sell them off they can pay down debt and restructure the balance sheet. Could be a double or triple over the next couple of years. There is some risk in this one, however. The management team owns a lot of stock.

Price:
$0.720
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
Yes
2014-11-06 TOP PICK Whitecap-Resources
WCP-T
Mason Granger

Very sustainable dividend. Have been very focused on maintaining a modest decline rate. When your decline rate on your production base is lower and your capital efficiencies on incremental drilling are really good, you have a better chance of delivering free cash flow that you can pay a dividend out of. That is exactly what they do. One thing that is under-appreciated is the rock solid hedging they have in place. In the first half of 2015, they have about 60% of their production hedged at close to $100 a barrel Cdn. Yield of 4.95%.

Price:
$15.140
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2014-11-05 TOP PICK Paramount-Resources
POU-T
Dennis Da Silva

Natural gas. Management doesn't pay themselves a salary. Well-run. Going from 20,000 BOE’s a day to 70,000 because of their new plant online. Thinks they are going to be at 125,000 by 2017 because they just raised $350 million, of which $150 million is going towards 2 new plants. Has tremendous growth ahead of itself. Look at this as a 2016-2017 growth story.

Price:
$45.700
Subject:
CANADIAN RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2014-11-05 TOP PICK RMP-Energy
RMP-T
Dennis Da Silva

An infrastructure story that is going to grow from 9000 to 15,000 by the end of 2015, because of a battery they just built. They have been gas plant constrained, which will get done for the 1st quarter next year, and will grow to 22,000 BOE's for next year and going into free cash flow multiple generation.

Price:
$5.800
Subject:
CANADIAN RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2014-11-05 TOP PICK Tourmaline-Oil-Corp
TOU-T
Dennis Da Silva

Natural gas. Can't say enough about management. It owns over 10%, and the president doesn't take a salary. Has always been at the top of the list for growth per share. They are poised for 35% growth in production next year and the year after. This is a top core holding for him.

Price:
$40.770
Subject:
CANADIAN RESOURCE
Bias:
UNKNOWN
Owned:
Yes
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