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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-07-06 TOP PICK AGT-Food--and--Ingredients
AGT-T
Bill Carrigan

Chart shows a long period of sideways congestion from September through to May, followed by a breakout which it is testing right now. Hit an all-time high recently, and when a company does this, it is never the last one. It should work higher.

Price:
$30.790
Subject:
TECHNICAL ANALYSIS
Bias:
OPTIMISTIC
Owned:
No
2015-07-06 TOP PICK iShares-Global-Agriculture-ETF
COW-T
Bill Carrigan

This tracks specific agricultural stocks. Chart shows an advance from January through to April, followed by a bit of a consolidation in June. He thinks this is going to break out and go higher.

Price:
$32.930
Subject:
TECHNICAL ANALYSIS
Bias:
OPTIMISTIC
Owned:
No
2015-07-06 TOP PICK General-Electric
GE-N
Norman Levine

It was a very good industrial based company.  It was transformed to financial just in time for the financial crisis.  They are in the process of disposing of their financial exposure.  It is trying to transform itself back into an industrial conglomerate.  He thinks this is very positive.

Price:
$26.310
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-06 TOP PICK Input-Capital-Corp
INP-X
Bill Carrigan

This company finances canola crops. There is a new bull cycle in rapeseed. He likes the grains in general and thinks this company is going to be a beneficiary of a recovery in the grain market.

Price:
$3.000
Subject:
TECHNICAL ANALYSIS
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-06 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Norman Levine

The Government of Canada said they are changing the anti-corruption rules.  SNC cleaned themselves up.  This new regulation no longer prevents them bidding on government contracts for 10 years.  They are still winning new contracts.  It is costing them because the world bank has them shut out still.

Price:
$42.130
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-06 TOP PICK Vodafone-Group-PLC
VOD-Q
Norman Levine

Europe used to be far ahead of us in cellular.  Now North America with LTE is ahead of Europe.  They are starting to spend money on infrastructure and raising rates there.  In Europe the government wants to decrease the number of players.

Price:
$35.980
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-03 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Bruce Campbell (2)

This is really a cash flow machine. Have been growing cash flow and earnings at a phenomenal rate for the last 5 years. Earnings have grown at almost 30% compounded per year. They just keep building up cash and then going out and make an acquisition. Have really freed up their balance sheet in the last little while. After they made a pantry acquisition they have been paying down some of their debt, and he wouldn’t be surprised if they made another acquisition fairly soon. Every time they make an acquisition, the market always doubts what they have done, but turns out better than what has been expected. Dividend yield of 0.33%.

Price:
$53.800
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-03 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Mike S. Newton, CIM FCSI

Second largest convenience store operator. They continue to just keep delivering solid results. They digested the Pantry acquisition in the US and we’ll see how that is going on when they report on July 14. Dividend yield of 0.33%.

Price:
$53.800
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-03 TOP PICK Carmanah-Technologies
CMH-T
Bruce Campbell (2)

They provide different solar products in a number of different areas. A couple of years ago they had a business that wasn’t really doing so well operationally and they brought in a new management team, which had almost an immediate effect on turning the business around. Not only have they turned the business around, but they are making acquisitions. He thinks the wind is at their back for their products. Solar products have come down a lot in costs to the point where a lot of them are really comparable to what people would do in other situations. A good example would be a parking lot where you would normally string up lights that would be attached to the grid, but now they can make a solar parking lot and everything is off grid. Management owns about 45% of the stock.

Price:
$7.040
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-03 TOP PICK DIRTT-Environmental-Solutions
DRT-T
Bruce Campbell (2)

A technology driven manufacturing technology company that makes customized interiors. This is just at the very beginning of the company taking off. They are building interiors and are in new areas. The 2 new areas are healthcare and the residential market. This is a company where you will see lots of room for them to grow over the next few years. Stock price has pulled back a fair bit, so it really presents a nice opportunity for investors. The numbers tend to be fairly lumpy, so they will have a great quarter followed by a quarter that is not so strong. Expects you will see their 2nd quarter come out. It won’t be as strong as the 1st, but the 3rd and 4th will be fairly strong.

Price:
$6.860
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-03 TOP PICK iShares-US-Healthcare-E.T.F.
IYH-N
Mike S. Newton, CIM FCSI

A sleeping giant that he has had in his portfolio for a long time. He recommends that you read Byron Wien’s piece about innovation, biotech, healthcare. This ETF has great holdings. 40% exposure to pharmaceuticals, 25% exposure to the biotech sector, a well-rounded portfolio of names. In the past, these names have been thought of as a defensive kind of positioning, but feels they have slowly moved into the growthy areas of the markets, with huge innovations in medical and biotech. In a rising rate environment, if you are looking for something that is defensive but participates with a bit of growth, this might be a really attractive place to hide out.

Price:
$159.490
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-03 TOP PICK Constellation-Brands-Inc
STZ-N
Mike S. Newton, CIM FCSI

Reported earnings on July 1 which were phenomenal. They continue to reap the benefits of their acquisition of Crown Import. A great global name. They are still making a lot of money in the beer sales, which is their real growth. Dividend yield of 1.06%.

Price:
$117.090
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-02 TOP PICK Walt-Disney
DIS-N
Andy Nasr

The valuation is very well supported by the earnings growth, which should go up by about 40% during the next 3 years. You are also going to get some very healthy dividend growth. Dividend yield of 1.15%.

Price:
$114.970
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-02 TOP PICK EnerCare-Inc
ECI-T
Andy Nasr

The recent pullback is a great buying opportunity. Good management. Did a large acquisition recently and are going to benefit from the synergies of that. You should also see growth in the underlying business as attrition windows down. Dividend yield of 6.25%.

Price:
$13.440
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-02 TOP PICK Equitable-Group
EQB-T
David Baskin

Mortgage lending to those without a T4 slip like contractors and the self-employed.  It is a prudent lender.  Loan losses are minimal as they have great credit judgment.  8 times earnings and pretty good growth rate.  The dividend is half of the banks, however.

Price:
$62.500
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 15 of 21,139 entries
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