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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
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
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
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
2014-04-07 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
2014-10-06 TOP PICK McDonalds
MCD-N
Zachary Curry

This kind of reflects his view of where the markets are. The volatility is there. People will continue to eat here, through thick and thin. A couple of things that have put short-term pressure on them are the tainted meat scare in China and the Russian geopolitical issues. Over the long-term, those have not proven to be factors in the share price. The lower current price is a positive. This is really a defensive name. Have been in a huge rebranding kick.

Price:
$93.840
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-05-13 TOP PICK Morguard-North-American-REIT
MRG.UN-T
Zachary Curry

Management team, with real estate business. REIT is transitioning to move to the US. Rates will stay lower for longer.  A long term investment. Balance sheet in good shape.

Price:
$11.340
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-04-07 TOP PICK Spartan-Energy-Corp
SPE-T
Zachary Curry

South East Saskatchewan producer.  Good drilling prospects.  Management has built and sold two businesses in the same location.  You could put this one away for a while so management can grow the business.

Price:
$3.360
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-07-10 TOP PICK Spartan-Energy-Corp
SPE-T
Zachary Curry

A good size intermediate player in the southeast Saskatchewan region. Recently made 2 acquisitions, and raised equity to finance it. Balance sheet is in superb shape with decimal 0.1 debt to cash flow. They should exit 2014 with 1.5 barrels. Good growth in production.

Price:
$3.930
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-11-19 TOP PICK Stanley-Works--The
SWK-N
Zachary Curry

Likes the exposure to the brand names of Black & Decker and Stanley Tools. Also likes the exposure to the US housing market, which is in a lot different shape than in Canada. Feels the dividend is sustainable. There is a lot of organic growth, more so in the renovation market.

Price:
$81.790
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-11-19 TOP PICK Stryker-Corp.
SYK-N
Zachary Curry

Sees opportunities in developing markets and demographics play a good role. Feels their abilities and for similar companies in the medical device area, is to participate with the goal of lowering costs. Companies like this that make the devices, have the opportunity to help lower costs, which will be better for consumers and governments and will ultimately provide better care. Long-term theme.

Price:
$74.100
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-04-07 TOP PICK Stryker-Corp.
SYK-N
Zachary Curry

Sector that has come up a little in value.  Great long term demographic.  Knees and Hips, expanding into Shoulders and Feet.  4-6% organic growth plus any acquisitions.  Yield is marginal, 1.5%, but returning something.

Price:
$81.230
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 15 of 20,147 entries
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