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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-07-28 TOP PICK Boralex-Inc.
BLX-T
Bill Harris, CFA

Has great long-term contracts and a very steady cash flow. They seem to be incrementally adding 2%-4% value per year. He feels he can double his money every 10 years. Yield of 3.84%.

Price:
$13.680
Subject:
RESOURCE
Bias:
BEARISH on RESOURCES
Owned:
Yes
2015-07-28 TOP PICK DIRTT-Environmental-Solutions
DRT-T
Jim Huang

They have innovative 3-D design manufacturing ordering system for basically modular furniture, largely office, but expanding into healthcare, hotels, hospitality and even residential. They have a huge running room ahead of them. Not a cheap stock, but has checked back to below $7 and is looking very good. Thinks there is huge upside from here, given the growth rate that they have.

Price:
$6.300
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-28 TOP PICK Labrador-Iron-Ore-Royalty
LIF-T
Bill Harris, CFA

China is making 800 million tons of steel a year, over 50% of the world’s production, but making it to sell to us. Nobody needs that much steel and they are trying to put our steel out of business. Iron ore has really come off and 30% of the world’s production is underwater, so production needs to be turned off. The commodity is now below the cost curve. The Cdn$ fixed costs knocks him onside. This company has no debt. They provide a high-quality product that has to go into steel mills in Europe. Dividend yield of 7.86%.

Price:
$12.900
Subject:
RESOURCE
Bias:
BEARISH on RESOURCES
Owned:
Yes
2015-07-28 TOP PICK Suncor-Energy-Inc
SU-T
Bill Harris, CFA

If oil goes down and the Cdn$ drops, it is not horrible but you have to have low cost structure. They have discipline on the financial side and have been able to get their costs down by 30% and can actually make money. Yield of 3.39%.

Price:
$33.180
Subject:
RESOURCE
Bias:
BEARISH on RESOURCES
Owned:
Yes
2015-07-28 TOP PICK Transcontinental-Inc.--A-
TCL.A-T
Jim Huang

In the traditional printing space, which is shrinking. Advertising is soft and they have been in the cost-cutting mode, which has been offsetting that to some extent. They have reinvested into label printing, which is a growth area for them. Dividend yield of 4.77%.

Price:
$14.250
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-28 TOP PICK George-Weston-Ltd.
WN-T
Jim Huang

Basically the parent company for Loblaw’s (L-T) and Shoppers as well as bakery operations. Loblaw’s has been doing well and their integration of Shoppers is almost done. They have the investment in the IT structure which is almost done. The rest of their holdings of bakery, real estate, etc. have been trading at a very low valuation. At the current level, this could probably double if it went back to its historical range. Dividend yield of 1.61%.

Price:
$105.590
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-27 TOP PICK Bank-of-America
BAC-N
Bruce Campbell (1)

Under Book Value, exposure to US housing and has 10% of US retail banking. Yield of 1.13% and will probably have a dividend increase coming in the next few months. It will also be a beneficiary of the higher rates that are coming in September or December. Probably goes into the $20s a year from now.

Price:
$17.670
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-07-27 TOP PICK Blackrock-Inc.
BLK-N
Bruce Campbell (1)

An asset manager that has iShares. A cheap, efficient and chicken way to get some International, non-North American exposure. There are about 40% Europe, Japan and emerging market. A pretty good growth last quarter. Probably rising dividends over time. Dividend yield of 2.59%. He can see this at $400 a year from now.

Price:
$336.240
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-07-27 TOP PICK CT-Real-Estate-Invest-Trust
CRT.UN-T
Derek Warren

He is leaning a bit defensive here.  Great real estate team.  This is a core name with him.  There are opportunities for growth.  It is a good, stable portfolio.  You get the income, but not the volatility.  They might add more retail to their properties.

Price:
$12.230
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-27 TOP PICK InterRent-REIT
IIP.UN-T
Derek Warren

He likes that it is exposure to Ontario, which is a hot market.  You are seeing visibility of low cap rates and developments that will come online.  This will continue to provide income.  The returns will be a little more stabilized than the last few years.

Price:
$6.200
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-27 TOP PICK Merus-Labs-International
MSL-T
Bruce Campbell (1)

Cashed up. A junior Valeant (VRX-T) or Concordia (CXR-T) with higher growth and a much cheaper valuation. Filed a shelf registration for $250 million in equity. Also, listed in New York (MSLI-N), so they can file the shelf. The market thinks that means there is an acquisition coming soon. Upon an acquisition, he sees $4 if they do what he thinks they are going to do. New CEO made a really good impression on Bay Street in the last little round. Very possible that you could make 33% in 6 months.

Price:
$2.930
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-07-27 TOP PICK Pure-Multi-Family-REIT-LP
RUF.U-X
Derek Warren

Garden style apartments in Texas.  An excellent portfolio and you are buying these apartments at a discount.  You also get the benefit of the weaker Canadian dollar.

Price:
$4.990
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-24 TOP PICK Alaris-Royalty
AD-T
Jeff Young

This has a bunch of different businesses such as End of the Roll carpets, Planet Fitness, a Texas construction company. It is a great value proposition to the owners of these companies. Instead of going through a regular private equity type shop, who wants to take a big piece of the equity and try to get control, they invest through a preferred share type of arrangement where it is tied to the top line with built-in collars to grow that over time. Dividend yield of 5.24% and he expects to see continued dividend growth.

Price:
$30.570
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-07-24 TOP PICK Capstone-Infrastructure
CSE-T
Jaime Carrasco

This company has a lot of green clients that care for green energy, and these guys are definitely the leader. The stock is down quite a bit, so it is a great entry point. Good dividend at 9.77%. His company has it with a $3.50 target.

Price:
$3.070
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-07-24 TOP PICK DH-Corporation
DH-T
Jaime Carrasco

This is one of those nice boring companies that continues to pay a dividend. They have been transforming themselves into a high-tech company that delivers the same processes. Management is doing very well. His company has it with a $48 target. Dividend yield of 3.04%.

Price:
$42.140
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
Showing 1 to 15 of 21,236 entries
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