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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-08-29 TOP PICK Delphi-Energy-Corp.
DEE-T
Robert McWhirter

Oil/gas. They are using technology to dramatically improve production. They typically use water fracing, but are now using slick water fracing, which claims 5X more water and 2X more sand into the same size hole. That creates larger cracks giving 3X the amount of production. Payback is less than a year. Trades at a premium of 41% this year and 27% next year. However, looking at what analysts are forecasting for their growth, it is 77% growth in cash flow this year, 4X faster than a typical oil/gas company and 2X faster in 2015.

Price:
$4.530
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2014-08-29 TOP PICK Onex-Corp
OCX-T
Jennifer Radman

Have done a lot of work in the last couple of years to focus investors on the fact that they actually manage money and have done a good job of it. They now have about 50% of their value in cash. Have the ability to reach their growth target of 15% annually. A decent entry point of 10% premium to their NAV now. Yield of 0.31%.

Price:
$63.310
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-29 TOP PICK Parkland-Fuel-Corp
PKI-T
Jennifer Radman

She is looking for 2 catalysts over the next year or so. Stock sold off quite sharply this quarter. Management is committed to $200 million for this year, with part of it set aside for an acquisition. Doing the math, this could be a sizable acquisition. Also, with their Suncor (SU-T) contract, refining margins have come off, which lessens the volatility of the earnings. Yield of 5.15%.

Price:
$20.670
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-29 TOP PICK Prometic-Life-Sciences-Inc.
PLI-T
Robert McWhirter

Have an interesting drug PBI450. They basically do proprietary filtering. Could climb 80% in the next 12 months.

Price:
$1.480
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2014-08-29 TOP PICK Questor-technology
QST-X
Robert McWhirter

Incinerators. There is an advantage from an environmental as well as a legislative viewpoint. Earnings were up 58%, and the cash flow was up 112%. Earnings are expected to grow really well. Thinks it will do really well over the coming 12 months.

Price:
$4.320
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2014-08-29 TOP PICK Varian-Medical-Systems
VAR-N
Jennifer Radman

Manufacture radiation therapy machines. One of the cheapest in healthcare equipment. Have been affected by the delays of big-ticket purchases. The trend for cancer is not going away, so the replacement equipment is needed both in the US and overseas.

Price:
$85.020
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-28 TOP PICK BB-and-T-Corp.
BBT-N
Darren Sissons

Regional bank, south west US.  Commercial, residential.  Good risk management.  A good story long term.  only 12% above book value.  2.6% dividend.

Price:
$37.180
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-28 TOP PICK BP-PLC
BP-N
Darren Sissons

It was on sale because of the Gulf fiasco.  They started to recover from that, then they sold a major asset and now there is the Ukraine situation.  He thinks it will go higher.  Has an attractive dividend.  It has a substantial exposure to Russia.

Price:
$47.920
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-28 TOP PICK Littelfuse-Inc.
LFUS-Q
Don Lato

This company makes circuit breakers. Not his cheapest in his portfolio at 18-19 times earnings. They serve the automotive and consumer electronics industry. Cars have more and more electronic components and consumers are buying more and more electronics. Yield of 1.09%.

Price:
$91.980
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-28 TOP PICK Parex-Resources-Inc.
PXT-T
Don Lato

Had a little bit of a selloff in the last 6 weeks or so and is down about 10% from its highs. Part of that he thinks is related to the fact that they have called in their convertible debenture. Trading at about 4X cash flow. A Colombian oil/gas play. Had extremely great success in growing their production. Exited 2013 with under 16,000 barrels a day and that number will be 27,000 this year.

Price:
$13.950
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-28 TOP PICK Unilever-PLC
UL-N
Darren Sissons

Outside North America this is what you grow up on.  Emerging markets have slowed and developed markets have recovered.  This is a dividend increasing story.  They buy back shares as well.  3.7% dividend.

Price:
$43.880
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-28 TOP PICK Walgreen-Co
WAG-N
Don Lato

They decided not to go with the tax inversion and this is now a buying opportunity. Trading at about 16.5X next year’s August earnings. Great franchise with room to grow; particularly now with Alliance that is going to join the fold this fall. Their buying power is going to be enormous. Yield of 2.23%. $71 is very easily attainable.

Price:
$60.470
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-27 TOP PICK Fortis-Inc.
FTS-T
Hap (Robert) Sneddon FCSI

(A Top Pick Sept 18/13. Up 12.23%.) He expects it will come back to the $32.75 range and test a breakout. Really good dividend and an excellent balance sheet. 90% of its business is regulated. He has a $40 target on this one.

Price:
$33.310
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-27 TOP PICK Guestlogix
GXI-T
Bruce Campbell (2)

In the business basically of payment processing. Have a large market share of most of the North American airlines and globally. Every time you use your credit card to buy something on the airlines, they get a tiny piece. Have had 6 quarters in a row of record revenue. They are starting to see the EBITDA drop to the bottom line and we will start to see earnings drop to the bottom line. Street is getting a little uneasy and wants things to happen a little faster. We are going to see a blowout quarter either this quarter or next; it is just a matter of when. This is going to get a valuation bump.

Price:
$1.190
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-08-27 TOP PICK Pine-Cliff-Energy
PNE-X
Bruce Campbell (2)

This company buys assets that are out of favour. Made a number of inexpensive acquisitions in just the last little while and they have been cash flow positive. Their producing properties have a very low decline rate with strong cash flow. Did two big acquisitions in the last 3 months and their pipeline is busier than ever. Strong balance sheet with a strong cash flow to pay down debt.

Price:
$2.010
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 19,894 entries
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