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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-04-24 TOP PICK HAP-Floating-Rate-Bond-ETF
HFR-T
Jon Vialoux

This is essentially his cash hoard during the summer. When he takes off his equity positions, he goes into this, which is basically a steady Eddie gainer. It gains quite consistently. It’s a portfolio of debt securities and hedges of the interest rates through using Swaps. If we do get a rate rise this summer, you could potentially benefit from this.

Price:
$10.160
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2015-04-24 TOP PICK BMO-Low-Volatility-Cdn-Eqty-ETF
ZLB-T
Jon Vialoux

A lot of people don’t want to sell their securities in May and just go to cash. The summer is characterized by increasing volatility, so you want to go into low volatility securities. This one is made up of Canadian securities with a lower beta than the market. If the market rolls over and crashes, you are still going to get losses, but hopefully it will be less than the market.

Price:
$27.380
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2015-04-24 TOP PICK BMO-EqWt-US-HthCare-Hedged-CAD
ZUH-T
Jon Vialoux

Healthcare tends to do quite well during the summer. The healthcare sector on average gains about 4.6% between the start of May to about the end of October. That outperforms the S&P 500 by about 4.3%. This is a way for Canadian investors to play US healthcare stocks.

Price:
$43.645
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2015-04-23 TOP PICK Ag-Growth-International-Inc
AFN-T
Greg Newman

He sees 26% earnings growth over the next couple of years. They are on the cusp of acquiring Vicwest’s Westeel division, which he thinks is going to double their Canadian sales. Expecting 20% growth on their US sales and he is projecting 37% increase in their international sales. 75% payout ratio. 52% of their earnings are coming from the US. Dividend yield of 4.59%.

Price:
$52.240
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-04-23 TOP PICK Google
GOOGL-Q
John Zechner

(Top Pick Jun 2/14, Down 1.91%) The bears think growth is slowing, but Google owns a huge asset in their data.  There is no reason not to continue to own it.  Earnings are coming out tonight.  They own the search market.  No one attributes any value to the Android operating system, but it runs 60% of the smart phones in the world.  Wait until you see the earnings before going in.

Price:
$557.460
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Yes
2015-04-23 TOP PICK InnVest-Reit
INN.UN-T
Greg Newman

Thinks they can grow their earnings by almost 25% for the next few years. This comes from a combination of improving revenue per unit growth. Demand growth for rooms is outpacing supply, so he sees higher occupancy. With the Cdn$ where it is, Canadians are more likely to stay in Canada and Americans are more likely to come to Canada. This name benefits from lower oil prices. This trades at 11X, versus the hotel REITs which are closer to 13X. Dividend yield of 6.97%.

Price:
$5.730
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-04-23 TOP PICK Martinrea
MRE-T
John Zechner

The litigation is out of the way.  The stock is now cheap.  They are positioned very well.  There is 15% earnings growth.  They have big European sales and there is an increase in the use of aluminum in cars and MRE-T is best positioned for this demand.

Price:
$12.430
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Yes
2015-04-23 TOP PICK Power-Financial-Corp
PWF-T
Greg Newman

This is a “steady Eddie”, a lower risk name. He sees 8.5X earnings per share growth compounded over the next couple of years. Dividend yield of 3.97% with a 6.2% annual growth. Trading below its five-year average at 11.5 versus 12.5. Very conservative payout ratio.

Price:
$37.540
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-04-23 TOP PICK TorstarCorp--B-
TS.B-T
John Zechner

They are sitting on a lot of cash.  Over half of their market capitalization is cash.  7.78% dividend yield.  You get a great yield while you wait.

Price:
$6.890
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Yes
2015-04-22 TOP PICK Allegiant-Travel-Comany
ALGT-Q
Jerome Hass

Long (and Short Westjet.) This company has a terrible fleet. In comparison Westjet has a better product, is a better company and has a better fleet. However, when jet fuel prices go down, you want the least efficient fleet possible. The bulk of their fleet is McDonnell Douglas 80s, which eat up a lot of fuel. When fuel prices go down, they are a huge beneficiary. Just reported a 100% increase in their EPS.

Price:
$167.850
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2015-04-22 TOP PICK Calloway-REIT
CWT.UN-T
Derek Warren

Just struck a big deal with Smart Centres, which will be renamed as Smart REITs. Wal-Mart (WMT-N) is a core tenant which provides stability. He likes the opportunity that this company now has to continue to develop on their properties. Dividend yield of 5.38%.

Price:
$29.910
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2015-04-22 TOP PICK DirectCash-Payments-Inc
DCI-T
Jerome Hass

Largest ATM provider in Canada, Australia and number 3 in the UK. He likes the 8.5% yield. Pretty cheap at 7X EBITDA. Very predictable cash flows. Not very well covered in the industry.

Price:
$16.950
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2015-04-22 TOP PICK American-Hotel-Income-Properties
HOT.UN-T
Derek Warren

US limited service hotels. This is his income selection. He currently holds a half position and waiting for a few more quarters to get full confidence, but it is so attractive from a valuation standpoint. There is such a boom in US hotels and this one hasn’t received that benefit. Dividend yield of 8.43%.

Price:
$19.070
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2015-04-22 TOP PICK Canadian-Real-Estate-Investment
REF.UN-T
Derek Warren

A Value pick. This always trades at a premium. Has a very good balance sheet, excellent management, a diversified strategy and a very disciplined strategy. That disciplined strategy included investing in office buildings in Calgary. The oil situation has caused the stock to pull off. Very rarely do you get a chance to buy this REIT at a lower level. Dividend yield of 3.8%.

Price:
$46.250
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2015-04-22 TOP PICK NXT-Energy-Solutions
SFD-X
Jerome Hass

There are not too many oil/gas related companies that are trading at 5 year highs. Their business is helping companies explore for oil and gas, and a lot of their prime customers are the national oil companies, which tend to be revenue maximizing rather than profit maximizing. When crude prices halve, ironically they want to produce more in order to get the revenues to their client, which is the government. Just announced a very large deal, $13 million US, and are going to have 80% margins on that. They expect to start flying in this quarter and will probably finish the flying by the end of the 3rd quarter, so all that revenue will be reflected in there. Also have a full library of data that they are just starting to monetize, which they are going to inject into vertical oil/gas companies. With no capital on their own, they’re going to have a big stake in these companies. They’ll get a royalty stream from them as well as future business.

Price:
$2.000
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 20,848 entries
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