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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
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
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
Showing 1 to 15 of 20,742 entries
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