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

Recent Top Picks

Date Signal Company Expert Opinion Price
2003-06-13 TOP PICK Berkshire-Hathaway-Inc.--B-
BRK.B-N
Brian Milner Incredibly well run company. Price:
$2450.000
Subject:
NOT APPLICABLE
Bias:
UNKNOWN
Owned:
Unknown
2001-03-29 TOP PICK Berkshire-Hathaway-Inc.--B-
BRK.B-N
Jonathen Wellum, B. Comm, B. Sc A disciplined management. A lot of cash so will be able to buy low. Price:
$2115.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on FINANCIALS
Owned:
Unknown
2014-03-19 TOP PICK Google
GOOG-Q
Gordon Reid

Has done very well from a price standpoint. Has kept up in terms of fundamentals. Going to earn somewhere in the area of $50 a share this year. Not inexpensive, but growing very nicely at around 20% on both the revenue line and the earnings line. The story here is the mobility aspect.

Price:
$1199.250
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-11-03 TOP PICK Priceline.com-Inc.
PCLN-Q
Gordon Reid

Expecting $65 a share in earnings next year. Reporting tomorrow morning at 7 AM, and he expects good things. They are growing their gross bookings in the high 20% range.

Price:
$1198.520
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2014-09-11 TOP PICK Priceline.com-Inc.
PCLN-Q
Teal Linde

Booking.com is one of their divisions.  600,000 booking per night around the world.  Growing at 26% and trading at 23 times earnings.  A virally expanding company.

Price:
$1176.850
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-04-30 TOP PICK Priceline.com-Inc.
PCLN-Q
Gordon Reid

(A Top Pick April 11/13. Up 55.85%.) You have to distinguish between price and value. First bought the stock in 2005 at $19 and sold it in 2010 for $243 and then re-entered a year or 2 ago at $680-$690. When he first bought the stock in 2005, it was trading at about 27X earnings and today it is trading at about 18X expected next year’s earnings. Metrics are just outstanding with last quarter’s gross bookings up 39% and earnings were up 31%. They have 420,000 hotels worldwide signed on to their website.

Price:
$1157.750
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2013-09-06 TOP PICK Google
GOOG-Q
John O'Connell, CFA

His 3 picks today are all technology related. He is seeing earnings and revenue growth over time and a global move towards more mobile telephone technology. This company is the largest search engine provider and one of the largest global advertisers. One of the most innovative companies in the world. Have $60 billion of cash on their balance sheet. Own the largest operating system, Android, for all mobile technology. They own You Tube and may start televising NFL football for a subscription service.

Price:
$879.580
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
2013-02-05 TOP PICK Google
GOOG-Q
Gordon Reid

Reasonably priced trading at around 15-16 times earnings. Monetized all the areas that people were worried about. Mobility is really the key for them. Activating somewhere around 1.2 million phones a day. Unbelievable what they are doing with Android. Mobile margins have started to stabilize. Ad revenues are still strong.

Price:
$765.740
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2013-02-04 TOP PICK Google
GOOG-Q
Ian Ainsworth

Trading at 15X earnings and feels earnings are going to grow at 30% over the next few years. Thinks it is breaking out here and suspects it will continue to do so. Dominant in franchise and Internet searches and is moving into mobile and has the rapid video platform.

Price:
$759.020
Subject:
GROWTH & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2013-04-11 TOP PICK Priceline.com-Inc.
PCLN-Q
Gordon Reid

Expects earnings to grow in excess of 20% for foreseeable future. Trading at 23X historical earnings and 18X 2013 estimates, which he thinks will be $38. Fantastic growth story.

Price:
$733.990
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2007-11-08 TOP PICK Google
GOOG-Q
Don Lato High priced, but not a high value stock. Trading at 35X next year’s earnings, but growing at 35% - 40%. Price:
$693.840
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2012-08-29 TOP PICK Google
GOOG-Q
Ian Ainsworth

Has been an underperformer for awhile. Facebook (FB-Q) has shown that this stock is actually the King. European business was actually up. Have the better business model. Have the ability to tweak the search algorithm and as they do this, they improve the efficiency of the advertising. As this goes up, the $’s that people will pay will go up. This stock is cheap.

Price:
$688.010
Subject:
LARGE CAP GROWTH & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-05-29 TOP PICK Apple
AAPL-Q
Brian Acker, CA

This stock has gone nothing, but up since the announcement of the 7 for 1 stock split. By doing this stock split, the company has increased his model price by $120 billion.

Price:
$635.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US EQUITIES
Owned:
Yes
2012-04-03 TOP PICK Apple
AAPL-Q
Derek Webb, CFA It is still at the same PE as it was a year ago. Earnings have gone up that much. Still 13x. Highest revisions in the market. Last summer AAPL did not correct much. AAPL is a large portion of indexes and a lot of money is going into indexes. Price:
$629.320
Subject:
OPTIONS & TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 20,352 entries
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