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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-02-11 TOP PICK General-Motors-Corporation
GM-N
John Stephenson

Has $37 billion in cash. Trading at an 8X multiple, so it is dirt cheap considering the market is at around 16X. There is definite upside because it is cheap. He does think we are getting in the later innings in the OEM space, but thinks this one has some life given its low valuation.

Price:
$37.670
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BEARISH on ENERGY
Owned:
Yes
2015-02-11 TOP PICK Lightstream-Resources
LTS-T
John Stephenson

(Short) A debt heavy oil producer. It is up against its bank lines. Have covenants of 4X net debt to EBITDA. Bonds are selling at less than $0.60 on the dollar.

Price:
$1.450
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BEARISH on ENERGY
Owned:
Yes
2015-02-11 TOP PICK iShares-US-High-Yield-Bond-Index-ETF
XHY-T
Hank Cunningham

The collapse of energy prices put a shudder of fear through the high-yield bond market, to the extent that a massive redemption occurred and high-yield bond markets climbed. Has a yield of about 6.2% with 500-600 different issues in it. This is hedged, so there is no currency risk in it.

Price:
$21.320
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2015-02-10 TOP PICK Sphere-3D
ANY-Q
Jerome Hass

(SHORT) He is somewhat skeptical of the technology. In order to hedge his position he sold his position and held the warrants, which essentially was a free option on the company to see if they succeeded or not. He kept waiting for their 1st major sale, but it just never came about. He got frustrated by the lack of any sales, so exercised his warrants. He has had this Short on for about 2 years now.

Price:
$3.660
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2015-02-10 TOP PICK Bank-of-Montreal
BMO-T
Jerome Hass

(A Top Pick April 16/14.) (Short) Long Guardian Capital (GCG.A-T) and short Bank of Montréal (BMO-T). This and Guardian could both go up in absolute value, as long as your Long position goes up more than your Short position. It’s all about the relative movement between the 2.

Price:
$77.810
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2015-02-10 TOP PICK Guardian-Capital-Group
GCG.A-T
Jerome Hass

(A Top Pick April 16/14. Down 0.87%.) Long Guardian Capital (GCG.A-T) and short Bank of Montréal (BMO-T). The whole rationale behind this was that in 2001 this company sold its mutual fund business to Bank of Montréal in exchange for 5 million Bank of Montréal shares. The company sat on these shares until about 18 months ago. They still hold 4.7 million shares. This large investment portfolio is currently worth about $16.75. Their stock price today is $16.95. Essentially you are paying $0.20 for the business. Very good institutional managers, who have a large private wealth network as well. Recently made an acquisition in the UK. Yield of 1.54%. Feels that Bank of Montréal, or one of the other banks, is going to take them out at a very healthy premium.

Price:
$16.950
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2015-02-10 TOP PICK Loblaw-Companies-Ltd
L-T
Christine Poole

Has invested in its operations through the IT system and the store refurbishing program, and these are largely behind them. Going forward you are going to see them start to reap the benefits of those investments. Likes the Shoppers acquisition which is just flowing into their operations now. Yield of 1.58%.

Price:
$62.880
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-10 TOP PICK NYX-Gaming-Group-Ltd
NYX-X
Jerome Hass

Likes that this is an uncrowded way to play the gaming space. They IPO’d on Dec 30/14, and not too many analysts and portfolio managers around. This is sort of the back end, as opposed to what Amaya (AYA-T) and Entertainment (?), which is the front end do. Have about 100 clients and about 300 games. They design games and then license them to other parties who want to operate the games themselves. Because of this you are not taking on as much specific risk on a particular site or a particular franchise. Have a couple of growth opportunities in terms of acquisitions related to both Amaya and Entertainment. An interesting growth story.

Price:
$4.550
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2015-02-10 TOP PICK PPG-Industries
PPG-N
Christine Poole

They provide the coatings and paint for aerospace, and are benefiting from the strong cycle. Also, in automotive painting in all the major geographies, so the ramp up and demand in China and Europe for autos will be a benefit. Into architectural paint for housing as well, so it is a play on housing starts. Yield of 1.18% and has consistently increased the dividend for 43 consecutive years.

Price:
$228.240
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-10 TOP PICK Royal-Bank
RY-T
Christine Poole

Pulled back with the general sector, but also pulled back with the recent announcement of the City National acquisition. They paid a very full price for that asset, but City National has a strong presence in 2 very attractive areas, high net worth and commercial lending, and is located in Los Angeles, New York and San Francisco, where there is a very high concentration of net worth individuals. Dividend yield of 3.94%.

Price:
$76.420
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-09 TOP PICK Nestles
NSRGY-OTC
Mark Grammer

Well run and diversified company.  They don’t have a lot of manufacturing in Switzerland for export.  Last week their short debt was trading at a negative yield.  It is going to get more expensive.

Price:
$0.001
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-09 TOP PICK Playmates-Toys-Ltd.
PMTYF-OTC
Mark Grammer

Make teenage ninja turtle toys.  Small cap.  Sold off dramatically after earnings, but they flagged that.  They are now paying tax and had not paid it in a few years.  They paid a huge special dividend.  Huge prospect in China and Japan.  He comes out with a fair value of $4. 

Price:
$0.000
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-09 TOP PICK iShares-20-and--yr-Tr.-Bond-ETF
TLT-N
Hap (Robert) Sneddon FCSI

This has done really well. Has been one of the most hated spaces of investing. Chart shows a nice long upward trend. If it broke below $125, he would re-evaluate this. Based on what the Fed is doing and some of the economic data that he is expecting to see come out in the next little while, we’ll probably see the US 10 year closer to 1% or below. If you are an asset allocator, you have to have long bonds. They did well last year.

Price:
$130.750
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-02-09 TOP PICK SPDR-Consumer-Staples-ETF
XLP-N
Hap (Robert) Sneddon FCSI

Just had a falloff and he thinks that is a good buying opportunity. Have good quality companies. Use the weakness to buy this.

Price:
$48.700
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-02-09 TOP PICK BMO-India-Equity-Hedged-to-CAD-ETF
ZID-T
Hap (Robert) Sneddon FCSI

Hit a peak of around $21 and had expected it to come off a little, which it has. He has his 1st tranche in there for one client class, and is waiting to buy it for the 2nd client class. Chart shows a long downward and upward curve from 2011, which could become a cup and handle. He would like it to stay above the $17 level.

Price:
$19.080
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
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