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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-09-03 TOP PICK Apple
AAPL-Q
Colin Stewart

A good example of a really well-run business. Sold off with the market. This is a great company with an amazing brand loyalty. Trading at 8X earnings after backing out the cash. This company is going to do just fine, regardless of what happens in China. Dividend yield of 1.87%.

Price:
$110.370
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-09-03 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
Barry Schwartz

This is access to low-cost leverage and generating lots of fees by getting into distressed assets and setting up limited partnerships funds. They not only own great assets, but also makes money managing portfolios and getting fees. Thinks the NAV is in the $50 range, so trading at a pretty decent discount. Dividend yield of 1.53%.

Price:
$41.480
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-09-03 TOP PICK Berkshire-Hathaway-Inc.--B-
BRK.B-N
Barry Schwartz

In his opinion, this has fallen to the lowest price book level since the financial crisis. They continue to grow their BV. Once the Kraft-Heintz deal closes, that is going to add earnings power. He likes the safety and security of owning good quality companies within their holdings. Also, has a giant equity portfolio. He could easily envision this stock getting back to the $150-$160 level.

Price:
$132.150
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-09-03 TOP PICK Cargojet-Inc
CJT-T
Colin Stewart

They are dominant in their industry with about 90% market share in the overnight cargo industry in Canada. They are a real beneficiary of e-commerce as more and more people ordered things online. Have long-term contracts with their clients with a lot of them being take-or-pay, so there is a minimum guaranteed amount of volume. Dividend yield of 2.82%.

Price:
$21.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-09-03 TOP PICK High-Liner-Foods
HLF-T
Barry Schwartz

Had one bad quarter and it seemed like the whole world was going to end for the stock. It made no sense whatsoever. Frozen food has a huge scale in North America. It generates a lot of free cash flow. Dividend yield of 2.91%.

Price:
$16.490
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-09-03 TOP PICK Pollard-Banknote-Ltd
PBL-T
Colin Stewart

The 2nd largest producer of instant lottery scratch tickets globally. This is an industry dominated by a few large companies. They have long-term relationships with the state and government owned lotteries around the world. They produce tickets for 50-60 lotteries. This industry has grown organically 6%-7% over the last 20 years. Trading at about 8.5X EBITDA, so not an expensive stock. Dividend yield of 1.9%.

Price:
$6.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-09-02 TOP PICK Bankers-Petroleum
BNK-T
Swanzy Quarshie

Has been working very hard on their top line as well as their cost structure. Their margins have been improving as a result. A very solid business with an excellent balance sheet. That's not going bankrupt in this environment.

Price:
$2.050
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2015-09-02 TOP PICK CCL-Industries--B-
CCL.B-T
Brendan Caldwell

(All 3 picks are focused on benefiting from the US$.) This is a Canadian company that is in labels, and are the best in North America at this. They have both intelligent acquisitions and organic growth. Dividend yield of 0.85%.

Price:
$176.950
Subject:
CANADIAN VALUE
Bias:
BULLISH
Owned:
Yes
2015-09-02 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Swanzy Quarshie

Div $0.10 yield 7.48% Recently cut it's dividend in half. She is happy with this, since it doesn't really help with growth.  Feels that it is good that they rationalized the dividend/payout ratios. Great assets.  A good management team as well. It's at a very very low level, so now is the time to buy. They added at $13 or so.

Price:
$16.150
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2015-09-02 TOP PICK Hardwoods-Distribution
HWD-T
Brendan Caldwell

(All 3 picks are focused on benefiting from the US$.) This is in the business of premium hardwood. They have high margins. Home-improvement is going to be a big thing.

Price:
$17.450
Subject:
CANADIAN VALUE
Bias:
BULLISH
Owned:
Yes
2015-09-02 TOP PICK PrairieSky-Royalty
PSK-T
Swanzy Quarshie

Div 0.11 yield 4.54% It's great to have a portfolio because you can then diversify. They don't have as much risk as the companies that do it all. They won't be doing as much exploration right now, but with higher oil prices will do well.  Lots of cash on their books, lots of assets. They will end up stronger.

Price:
$25.290
Subject:
OIL & GAS
Bias:
UNKNOWN
Owned:
Yes
2015-09-02 TOP PICK Tricon-Capital-Group
TCN-T
Brendan Caldwell

(All 3 picks are focused on benefiting from the US$.) Expects there is going to be a lot more growth in the Sunbelt stretching from Florida to Texas and down through California. This is a property developer in communities where there is much higher growth in employment. Population has been increasing faster than the US as a whole. Dividend yield of 2.12%.

Price:
$11.450
Subject:
CANADIAN VALUE
Bias:
BULLISH
Owned:
Yes
2015-09-01 TOP PICK Bank-of-Nova-Scotia
BNS-T
Michael Sprung

For all Canadian banks, the diversity of their businesses has balanced them out within the current environment. This one is no different, except that it has more international exposure, and their Canadian operations have more than made up for the weakness. Have one of the strongest capital bases in the banking industry. You are getting a little more ROE for a little bit less money. Dividend yield of 4.70%.

Price:
$58.220
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-09-01 TOP PICK Boyd-Group-Income-Fund
BYD.UN-T
Veronika Hirsch

Collision repair. 90% of their business is in the US. They are launching an efficiency drive. Margins are below the industry margins, so if you believe they can get their margins to an industry norm, then you are certainly looking at a decent earnings growth over the next couple of years. (She is avoiding owning Canadian stocks going into the election, just in case the Cdn$ gets hit one more time.) Dividend yield of 0.77%.

Price:
$64.290
Subject:
CANADIAN & ALTERNATIVE
Bias:
UNKNOWN
Owned:
Yes
2015-09-01 TOP PICK CCL-Industries--B-
CCL.B-T
Veronika Hirsch

(A Top Pick Aug 20/14. Up 52.17%.) This reports in Cdn$, so the US and European businesses are huge beneficiaries. They are growing their top line and are continuing to make tuck in acquisitions, and there are lots of acquisitions they can still make. This fits into the theme of a quality company that continues to do well. (She is avoiding owning Canadian stocks going into the election, just in case the Cdn$ gets hit one more time.) Dividend yield of 0.85%.

Price:
$176.200
Subject:
CANADIAN & ALTERNATIVE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 21,392 entries
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