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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-11-24 TOP PICK Bank-of-Montreal
BMO-T
Peter Brieger

He has been buying it for years.  Likes their presence in Chicago with Harris bank.  As the US does better, so should this bank.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-24 TOP PICK Inter-Pipeline
IPL-T
Peter Brieger

(Top Pick Nov 25/13, Up 40.53%) As you see the increase in utilization of existing pipelines you will see further dividend growth.  14-15% return is pretty good.  Keystone could provide even more potential for dividend growth.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-24 TOP PICK Precision-Drilling
PD-T
Peter Brieger

He doubled down at $9.22.  He is predicting increasing profit in the next two years.  It is very cheap.  Don’t do anything before the OPEC meeting.  PD-T has priced in $65-$70 oil so he is not too worried.  66% of all drilling is just to maintain current production and this should shelter drillers.  This is one of the premier drillers. 

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-21 TOP PICK Bank-of-Nova-Scotia
BNS-T
Michael Sprung

Relative valuation has taken a bit of a hit lately, because in their recent quarter they reported a bit of a hiccup in their international operations. It is fairly rare that you are able to buy this bank for a lower Price to Book valuation than its competitors. At current levels, it’s a pretty good place to be. In the meantime, you are being paid 3.8% dividend yield and that dividend is likely to go up in the coming years. Tier 1 capital of about 10.9%.

Price:
$70.000
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-21 TOP PICK Martinrea
MRE-T
John Zechner

Some downside protection and earnings growth is at a very low valuation. Stock was off recently in the last quarter, when they met the earnings, but projections going forward were probably below what the street wanted. Spending a lot of money on programs going forward. As these programs come in, it is going to generate new earnings growth for the next couple of years. Sees them generating better than 10% earnings growth going forward for the next 3 years. Trading at under a 10X forward multiple. Also, they have a great positioning in aluminum parts. Yield of 1.18%.

Price:
$10.380
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-21 TOP PICK New-Flyer-Industries-Inc.
NFI-T
Michael Sprung

Well-positioned, and the management over the last few years has put much more of a focus on manufacturing and efficiencies, and over the coming years they will be beneficiaries as fleets are renewed in cities throughout North America. They participate in electric, hybrid and traditional bus lines. Not only are they one of the few North American manufacturers left, but also have a good parts aftermarket business that has been growing significantly. Yield of 4.49% which he feels is safe.

Price:
$13.040
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-21 TOP PICK Precision-Drilling
PD-T
Michael Sprung

Stock has pulled back significantly with the problems in the oil sector. This is now at a level where he thinks it is very attractive. This is Canada's largest drilling company. Have significant operations in the US. If you have faith in the oil/gas industry, this is a very good entry point. Yield of 3.06%.

Price:
$9.150
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-21 TOP PICK Qualcomm
QCOM-Q
John Zechner

They sell communication chips across the industry. Almost any smart phone built globally has a Qualcomm chip in it. Also, have a lot of products going into areas such as wearables and the higher growth areas. The biggest problem recently has been with what they sell in China and getting their royalties. Stock continues to have a decent growth rate. Yield of 2.37%.

Price:
$71.470
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-21 TOP PICK TorstarCorp--B-
TS.B-T
John Zechner

When they sold Harlequin, they did much better than anyone expected with $450 million. Has a market cap of $500 million right now with about $200 million in cash. Newspaper business is not growing, but they are cutting costs. Their digital division is growing. 8.16% dividend yield with lots of cash to pay it.

Price:
$6.570
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-11-20 TOP PICK Tsingtao-Brewery-Co.
0168-HK
Darren Sissons

Has been growing at double digit rates.  Brewing companies use a ton of energy.  So lower energy costs are helpful for this story.  It is relatively cheap.  Owned since the low $30s. 

Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2014-11-20 TOP PICK Arc-Resources-Ltd
ARX-T
Darren Sissons

There has been a big decline in energy prices. This is a very good management team.  The dividend is sustainable at current levels.  They have exposure to all the right markets.  A balanced portfolio.  Longer term this will make some money.

Price:
$29.250
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2014-11-20 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
Hank Cunningham

3.95% bonds maturing Apr 9/19. One of the themes in his 3 picks is quality. He is taking cautionary measures to guard against BBB bonds starting to underperform the market. Also, preservation of capital in these very low rates is #1 in his mind.

Price:
$55.340
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2014-11-20 TOP PICK BCE-Inc.
BCE-T
Hank Cunningham

3.25% bonds maturing June 17/20. One of the themes in his 3 picks is quality. He is taking cautionary measures to guard against BBB bonds starting to underperform the market. Also, preservation of capital in these very low rates is #1 in his mind.

Price:
$53.220
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2014-11-20 TOP PICK Callaway-Golf
ELY-N
Darren Sissons

(Top Pick Dec 05/13, Down 2.82%) The turnaround is about half way through.  We had a dismal summer last year and then a poor winter.  Longer term restructuring stories are the kind of animal that are lumpy, but when they work they work well so he is happy to hold this.  The US middle class tend to be golfers.  New product introduction benefits them as does the new CEO’s turning the company around.  There should be more upside.  You see a lot of young guys on courses in Florida. 

Price:
$7.570
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2014-11-20 TOP PICK TSX-Group
X-T
Hank Cunningham

3.25% bonds maturing Oct 3/18. One of the themes in his 3 picks is quality. He is taking cautionary measures to guard against BBB bonds starting to underperform the market. Also, preservation of capital in these very low rates is #1 in his mind.

Price:
$52.650
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 20,241 entries
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