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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-04-23 TOP PICK Topre-Corporation
5975 Tokyo
Lorne Steinberg

Tokyo exchange so we don't track.

Price:
$0.000
Subject:
VALUE STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Unknown
2014-04-23 TOP PICK Cisco
CSCO-Q
Lorne Steinberg

This is a value manager’s dream because Wall Street hates this company. All analysts have downgraded it. When he looks at it, he sees a company with about 30% of the market cap in net cash. Earnings will have flattened this year at around $1.95-$2 level. This company remains #1 in the world in all of their businesses. Have tremendous scale. Great management team. Earnings are poised to rebound in 2015, partly due to just general tech spending increases especially in their area. Yield of 3.25%.

Price:
$0.000
Subject:
VALUE STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Yes
2014-04-23 TOP PICK Concordia-Healthcare
CXR-T
Bruce Campbell (2)

Continue to be a growth by acquisition story.  Buy drugs that are just coming off patent.  Have a similar structure to Valiant. 

Price:
$0.000
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
BULL on CANADIAN MARKET
Owned:
Yes
2014-04-23 TOP PICK Manulife-Financial
MFC-T
Lorne Steinberg

The worst is over for this company. Earnings rebounded this year and he is looking at double digit earnings growth for 2015. To him, that means we are going to start seeing the dividend increasing again. They are suddenly doing everything right. Have a great global presence. Their whole hedging strategy, which caused them problems, has been well thought out and cleaned up. Dividend yield of 2.5%.

Price:
$0.000
Subject:
VALUE STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Yes
2014-04-23 TOP PICK Sensio-Technologies-Inc.
SIO-X
Bruce Campbell (2)

Allows TV manufacturers to put 3D into DC sets.  They have 4 of the 5 largest manufacturers in the world.  They have a service to stream 3D movies like NetFlix.

Price:
$0.000
Subject:
AGRICULTURE, DIVIDEND & FIXED INCOME
Bias:
BULL on CANADIAN MARKET
Owned:
Yes
2014-04-22 TOP PICK Brookfield-Residential-Property
BRP-T
Colin Stewart

A play on US housing, a trend he likes which he expects will continue to improve over the next number of years. One of the leading land development companies and homebuilders. The difference between them and other homebuilders is that they have about half their business in Western Canada, which has been very strong with the other half in the US. Almost more of a land development business where they make their profits by developing and selling lots than they do from building homes. Rising home prices in the US would lead to strong appreciation in land prices. Have about a 20-25 year inventory of lots in land, where the traditional homebuilder has only a 4-6 year inventory.

Price:
$22.830
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-04-22 TOP PICK Canfor-Pulp-Products
CFX-T
Colin Stewart

A large producer of softwood pulp in North America which goes into producing things like tissue paper, etc. Benefiting from current strong pulp prices and a weak Cdn$. Thinks it is going to generate a very significant amount of free cash flow over the next couple of years, in excess of $1 a share. Yield of 1.86% and there is a very strong possibility that this will be increased significantly over the next 12-18 months.

Price:
$11.170
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-04-22 TOP PICK Corby-Spirit-and-Wine--A-
CSW.A-T
Colin Stewart

Trading at a discount of 11X EBITDA versus 18X EBITDA of other companies. 3.5% dividend yield, so you get paid to wait. Undergoing a fairly major expansion in the US with their J P Wiser brand, one of the leading brands of rye whiskey in Canada. This is a really hot trend today in the spirits market. If successful with the expansion in the US, there could be a significant earnings upside. The wildcard is Pernod Ricard, the 4th or 5th largest liquor company in the world that owns 50% of this company. They might make a bid for the rest of Corbys. Yield of 3.44%.

Price:
$21.020
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-04-22 TOP PICK HAP-Floating-Rate-Bond-ETF
HFR-T
Jon Vialoux

A good cash alternative way where you can hide out during the summer. This holds a basket of corporate bonds and has a floating rate attached to it, to hedge out the interest-rate risk. If bond rates and interest rates go higher, you will tend to benefit from this. A very conservative play.

Price:
$10.220
Subject:
SEASONAL & TECHNICAL
Bias:
CAUTIOUS
Owned:
No
2014-04-22 TOP PICK Kellog
K-N
Jon Vialoux

This is your classic defensive play. A consumer staples company that has a low PE of about 13 as opposed to the market which is about 17. The period of seasonal strength for this can run between now, April through to July. Consumer Staples in general can do well all the way through to October. The average gain from April 27 to October 7 is 9.18%. On the technicals, the chart shows what he would call a bit of a Bull flag. This sharpness has come on during takeover talks, but he is not playing it on this basis, but on a seasonal basis.

Price:
$66.280
Subject:
SEASONAL & TECHNICAL
Bias:
CAUTIOUS
Owned:
No
2014-04-22 TOP PICK Scholastic-Corp.
SCHL-Q
Jon Vialoux

The bulk of their operating income comes in the quarter from September through to November, the start of the school season. The period of seasonal strength will obviously run from now, the end of April, all the way to September 30. The average gain for this company is 14.3%. There have only been 2 times where it has been negative in its 22 year history.

Price:
$33.350
Subject:
SEASONAL & TECHNICAL
Bias:
CAUTIOUS
Owned:
No
2014-04-21 TOP PICK Bellatrix-Exploration-Ltd.
BXE-T
James Hodgins

Growth on this is baked in the cake. Already have something like 35,000 BOE equivalents behind pipe so they are building some pipeline extensions. Once that is done, he thinks this quarter you are going to see production go from 25,000 to probably 40,000 BOEs a day and thinks the stock will keep pace with the growth.

Price:
$10.230
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
CAUTIOUS
Owned:
Yes
2014-04-21 TOP PICK Easyhome
EH-T
Fabrice Taylor

Still has a lot of room to go up.  Leasing side is quite mature and produces good cash flow.  Once the lending platform is built, everything is just profit so he thinks you will see a ramping up in valuation.  Very disciplined in their underwriting process.

Price:
$18.550
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2014-04-21 TOP PICK Guestlogix
GXI-T
James Hodgins

Base business was built on processing credit card transactions while traveling on an airplane. They built that platform and have about 80% market share in North America. A big new thing is they are now selling in airport kiosks rental cars, etc through NCR. Also, have a deal with Panasonic by putting in one-touch purchase systems in the back of airplane seats. Now have 22 new deployments which is more than double what they have ever had previously. Sees growth in the next 2 or 3 quarters and they are going to deliver some big-time growth numbers.

Price:
$1.290
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
CAUTIOUS
Owned:
Yes
2014-04-21 TOP PICK McCoy-Corp.
MCB-T
Fabrice Taylor

It had a mishap with an ERP installation (software).  These things are tricky to implement.  It is a temporary problem and in the long term the ERP will increase profits.  Next year will be very good for profits because they go into replacement parts.

Price:
$6.250
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 15 of 19,349 entries
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