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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-07-10 TOP PICK Apple
AAPL-Q
Zachary Curry

Really positive on the stock. The split is helpful. New phone and potential new products. Generally thinks it is due for a good refresh cycle. Great balance sheet.

Price:
$95.035
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-01-19 TOP PICK BCE-Inc.
BCE-T
Zachary Curry

Reached another all-time high today. This is moving more towards content. Made the Astral Media acquisition which is a move towards mobile, and that will increase the wireless data. A defensive name for a potentially volatile market. Yield of 4.33%.

Price:
$57.050
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-05-13 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Zachary Curry

Experienced management team. Dividend above 7% They made a purchase in Utah that he feels will be  good growth for them.

Price:
$38.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-08-21 TOP PICK Cisco
CSCO-Q
Zachary Curry

Basically the pipeline provider of web and infrastructure. Internet will grow more so on the mobile side and will need more backbone to fulfill faster speeds and more demand. This company provides that equipment. Strong management. Good dividend of 2.79%.

Price:
$24.070
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-05-19 TOP PICK Cisco
CSCO-Q
Zachary Curry

This is like the pipeline of the internet. You have the infrastructure as the backbone, increased wireless growth, and they got to build the routers, switches and systems for that transmission to take place. Technology is one of the better valued sectors, so you have great valuation and a super cash positioning, with a strong management team. The other side that is really positive is that you have software, (security and service) that is outpacing the traditional products growth. This will give more consistent revenue growth, margins could improve, and that improvement could ultimately come back to shareholders. Yield of 2.83%

Price:
$29.735
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-01 TOP PICK Walt-Disney
DIS-N
Zachary Curry

There has been a lot of capital expenditure over the past few years through building theme parks, investing, buying Lucas film, etc. His view is that this is going to pay off over the next 1-3 years. CapX should stop and they will reap the rewards. There should be additional funds for shareholders. Best of breed and great management team. Dividend yield of 1.09%.

Price:
$105.440
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-05-19 TOP PICK Walt-Disney
DIS-N
Zachary Curry

Not only do you have the one Star Wars, you have 2 other additionals. You get things like the Avengers and some of the real franchise positions. The real positive with this company is that they really get it all across the board. They have been spending like crazy on the theme parks which are finally coming to fruition. When it comes to re-releasing it on DVD or via the internet, they control it. Yield of 1.04%.

Price:
$110.560
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-10 TOP PICK Element-Financial
EFN-T
Zachary Curry

A leasing company. Did a US acquisition recently which he looks on favourably. Used a lot of equity to finance it, which puts their balance sheet in great shape, and potentially allows for a investment-grade credit rating going forward, which would lower their costs.

Price:
$13.800
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-14 TOP PICK Element-Financial
EFN-T
Zachary Curry

This is a non-bank financial which provides some diversification. Their earnings were great, slow and steady. On a valuation basis, it is cheaper than its peers, but also the growth rate is higher than the earnings multiple, which is always a great sign when you can buy something for less than what it is growing at. Balance sheet is in great shape.

Price:
$13.880
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-08-21 TOP PICK Google
GOOG-Q
Zachary Curry

This is a technology conglomerate. Involved in every aspect of technology including web, searches and mobiles. Creating an android operating system which is open and is getting the most adoption. Trading at around 18X earnings.

Price:
$869.330
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-06 TOP PICK Google
GOOGL-Q
Zachary Curry

A great company. The cash flow that is coming out of them is fantastic. It allows for investing in other sectors. The transition to mobile has been wonderful. Super balance sheet. Management team has been consistent. They have lots of new developments. This is going to be one of the game changers as it has been in the past.

Price:
$587.780
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-14 TOP PICK Google
GOOGL-Q
Zachary Curry

Doing great things. Not necessarily focused on advertising although the bulk of the revenue comes from that. Lots of neat projects underway that could develop into bigger things. The main focus for him is the shift from advertising into mobile. Likes their tighter control of the Android operating system, which could make a good competitor for the IOS system.

Price:
$555.190
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-01-19 TOP PICK India-Fund-Inc.
IFN-N
Zachary Curry

For a while India was struggling, but following the election, the stocks took off. They recently announced the lowering of the rates from 8% to 7.75%. The new prime minister really seems to be pro-business, pro-infrastructure and anticorruption. Growth forecasts are approaching China’s levels. There are also the demographics with their young middle class and growing 15% per year over the next 2 years. Trading at a bit of a discount to NAV.

Price:
$28.470
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-04-07 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
Zachary Curry

Under 10 times earnings.  Fingers in all the pieces of the pie.  Consumer, business and asset management.  Payout around 40% and he sees this as growing.  2.6% yield could be better.  Potential for international growth.  He hopes the litigation issues are all behind them.  Thinks there is less uncertainty with them. 

Price:
$59.000
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-13 TOP PICK Kinross-Gold
K-T
Zachary Curry

Has new management team. New mines coming on, pretty good cash position. Management is being cautious. Down from 16 to 5.5 so buying now is fine.

Price:
$5.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 21,121 entries
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