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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-08-07 TOP PICK AltiusMinerals-Corp
ALS-T
Rick Rule

This is the unknown royalty company. They bought the royalty package from Sherrit, that was the old CP royalty package. He knows those assets extremely well. Feels this is the best collection of brainpower, cash and royalty cash flow relative to market cap available on the planet.

Price:
$14.250
Subject:
PRECIOUS METALS
Bias:
BULLISH on GOLD
Owned:
Yes
2014-08-07 TOP PICK Dundee-Corp.--A-
DC.A-T
Rick Rule

This is a competitor of his. The recovery that he sees in resource markets will definitely benefit people like himself and this company. They have a great balance sheet and a great team. Sold their mutual fund business a few years ago to a bank, and they are now allowed to come back into that business and compete. They are ferocious competitors.

Price:
$18.250
Subject:
PRECIOUS METALS
Bias:
BULLISH on GOLD
Owned:
Yes
2014-08-07 TOP PICK Delphi-Energy-Corp.
DEE-T
Rick Rule

These people are real, real implementers. They have a lot of room to go. The Canadian energy business got a little ahead of itself. The softness we have seen in the last month has allowed him to re-enter some of his favourite names. Visibility with regards to production growth is extraordinary. They have a lot of approved undeveloped locations.

Price:
$3.860
Subject:
PRECIOUS METALS
Bias:
BULLISH on GOLD
Owned:
Yes
2014-08-07 TOP PICK Freehold-Royalties
FRU-T
Jerome Hass

Long FRU-T and Short PSK-T.  Thinks PSK is overvalued.  Likes both businesses.  They are efficient, just collecting a royalty.  When FRU gets closer to PSK in terms of PE, cover the short.

Price:
$25.270
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2014-08-07 TOP PICK Just-Energy-Group
JE-T
Jerome Hass

Short.  Just came out with Q2 earnings.  It reinforced his thesis on the stock.  They are in the process of repairing the balance sheet and sold the most stable part of their business.  Cut their dividend 40% in the last 18 months.  8.5% yield and 112% payout ratio even after the cut.

Price:
$5.940
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2014-08-07 TOP PICK Shawcor-Ltd.--A-
SCL-T
Jerome Hass

Great long term hold.  Indirect play on pipelines.  Doesn’t know who builds the next one, but SCL will be in the middle of it.  At the end of the day, someone will take this one out.  Stock came down this year because it had such a great year last year. 

Price:
$53.650
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2014-08-06 TOP PICK Altagas-Ltd
ALA-T
Michael Decter

(A Top Pick Dec 20/13. Up 22.5%.) Just loves what they are doing. Extraordinarily well positioned for LNG. They are the only people with a gas pipe line and prospects of an early LNG facility. Have done some acquisitions. Can see at least $53 in 12 months.

Price:
$48.600
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-06 TOP PICK Cineplex-Inc
CGX-T
Michael Decter

Had a soft quarter because there were no blockbusters. Off the back of the quarter, Guardians of the Galaxy blew out the August record for a weekend by almost 50%. Has one of his favourite CEO`s and is extracting more dollar per seat every year. Looking at 2015-2016, there are some familiar names coming such as Star Wars, the Avengers, Fast and Furious, etc.  Yield of 3.82%.

Price:
$39.790
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-06 TOP PICK Walt-Disney
DIS-N
Michael Decter

They have only begun to scratch the surface of their Marvel holdings. There are over 2,000 characters. They are blending the Marvel comic book with the youth audience. Thinks this company has a huge run ahead of it. Dividend yield of 0.99%.

Price:
$86.590
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-06 TOP PICK Easyhome
EH-T
Michael Smedley

It absolutely has got a model in place of dealing with the non-top level bank financing, which the major banks don’t do. They have this platform working for them in a very interesting way, and the revenues are exceeding that of the old rental financing business. Yield of 1.43%.

Price:
$23.800
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-06 TOP PICK Gear-Energy
GXE-T
Michael Smedley

Heavy oil focused producer. This is about an 8000 to 10,000 (?????). (Really didn’t say much on this. Bill.)

Price:
$5.420
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-06 TOP PICK Mitel-Networks
MITL-Q
Michael Smedley

Still in a kind of a PBX, more sophisticated business. They are now world leaders, and they have merged Astrol into themselves, a similar kind and very compatible company.

Price:
$10.440
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-05 TOP PICK Guyana-Goldfields-Inc.
GUY-T
Charles Oliver, HBSc CFA

Very cheap stock. Re-jigged their IRR, which wasn’t good enough. Took away an expensive shaft that they were going to build. Have gotten it to an area where you have a very high IRR, and ultimately the valuation proposition is excellent. 2016 EBITDA target is $115 million, which should double over the next few years.

Price:
$3.120
Subject:
PRECIOUS METALS
Bias:
OPTIMISTIC on GOLD
Owned:
Yes
2014-08-05 TOP PICK Neenah-Paper
NP-N
Barry Schwartz

A spin-off from Kimberley Clark (KMB-N). It’s big business is fine paper, stationary, etc. but there is no growth in that. They are focusing on labels and filtration where there is a lot of growth. Operate in health care and automotive and they have great return on capital. High ROE and buying back stock. Yield of 2.16%.

Price:
$50.110
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-05 TOP PICK Osisko-Gold-Royalties-Ltd.
OR-T
Charles Oliver, HBSc CFA

Management has a big ownership in the company. This is the newest royalty company on the block. They have the Canadiann Malartic, sort of 5% NSR, which will give them $35 million a year. 2% royalty on a number of Cdn assets including Kirkland Lake Camp  Have a huge tract of land in Mexico, which he expects they will hive off and keep a royalty on.

Price:
$15.750
Subject:
PRECIOUS METALS
Bias:
OPTIMISTIC on GOLD
Owned:
Yes
Showing 61 to 75 of 19,858 entries