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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-12-22 TOP PICK Arc-Resources-Ltd
ARX-T
Darren Sissons

Regarded as one of the premier oil names. Oil is cheap and you can buy quality oil names and eventually you will do well. This one is a little more gassy. He likes the location, the market it is exposed to, the management team and the balance sheet. At some point, maybe we’ll get the pipeline to the east. Dividend yield of 4.62%.

Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-12-22 TOP PICK BHP-Billiton-Ltd.
BHP-N
Darren Sissons

The whole mining sector has rolled over and, as a value investor; he likes to buy commodities when they are cheap. They could get a little cheaper but there are some structural stories here. One is that some non-core assets are being spun out. Its balance sheet will enable it to take advantage of some of the weaker players, particularly in the iron ore/copper plays. Also have some energy exposure. Likes the rising dividend yield. Dividend yield of 5.23%.

Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-12-22 TOP PICK Royal-Dutch-Shell-PLC--B-
RDS.B-N
Darren Sissons

Commodities are so beaten up in general, and if you are going to buy an energy name at this point in the cycle, you want to buy the one with the best balance sheet with a very good management team, and diversified operations. This is on sale right now. He expects dividend growth as well. Yield of 5.34%.

Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-12-19 TOP PICK Walt-Disney
DIS-N
John Zechner

When you look at what they own and what they have, this is what everybody wants to be. They want content, they want integrated content. Their acquisitions have been phenomenal. Yield of 1.24%. A multiple of 20 times, in this environment, is not expensive.

Price:
$92.890
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-12-19 TOP PICK Martinrea
MRE-T
John Zechner

He is looking for things that are more deep value oriented. This has some growth over the next couple of years, and is trading at a fairly discounted multiple. There has been some disappointment over the management shuffle and infightings over the past years, but in terms of the programs they have put in place and the spending, he can see an earnings growth over the next couple of years of 35%-40%. Also, they have great exposure to aluminum, and using this in cars is a trend going forward. Yield of 1.21%. Can see it 40%-50%-60% higher in a couple of years.

Price:
$9.770
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-12-19 TOP PICK Talisman-Energy
TLM-T
John Zechner

When he sees what Repsol is paying for this company, he wonders what they are doing. If you own, take your money and run.

Price:
$9.140
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-12-19 TOP PICK Transat-A.T.-Inc--B-
TRZ.B-T
John Zechner

Not really an airline per se, but is really a travel company. They own the hotels and the destinations. That has always been a lumpier business which has impacted the stock. They are sitting on almost as much cash per share as the current share price, so you are getting almost the operating company for free, and it is generating $100 million in operating earnings. Have done a restructuring on their transatlantic routes because they were losing money in France, but have done a lot to drop the costs there. Now they have to fix their winter destinations a little bit. Very cheap.

Price:
$8.530
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-12-19 TOP PICK WSP-Global-Inc.
WSP-T
Keith Richards

An engineering and international success story. There has been a long-term consolidation on this, in or around the high $20 area. It broke out in 2013 and broke through the previous high of around $33. It is now coming back to test. He bought on the breakout, which it is testing right now. It is probably a buying opportunity again. This stock should do well over the next few years.

Price:
$34.900
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Yes
2014-12-19 TOP PICK SPDR-Technology-ETF
XLK-N
Keith Richards

(A Top Pick Nov 7/14. Up 2.32%.) Managing to hold its head above water. Technology stocks are bullish, usually until around the end of January, but sometimes he will hold them right through to the spring. The trend on the stock has been great for 3-4 years. He is very bullish on technology. The seasonal trade ends at around the end of January, but he’ll hold this right to the spring if the trend keeps going up.

Price:
$41.570
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Yes
2014-12-19 TOP PICK BMO-Equal-Weight-US-Banks-Hedged-to-CAD-ETF
ZUB-T
Keith Richards

From a seasonal perspective, you tend to get a bit of a pop from December to around April or so. Chart shows an uptrend through 2013 followed by a consolidation in 2014. It is now just starting to break out. He will play this for the next 4-5 months.

Price:
$21.320
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Yes
2014-12-18 TOP PICK iShares-Global-Agriculture-ETF
COW-T
John DeGoey

Agricultural commodities and agricultural products are his favourite assets. The thesis is that farmland is being eaten up by urbanization. Global population is now over 7 billion. As farmland goes down and population goes up, it is a supply/demand thing. There are very few hard assets that have such a steady, but consistently positive upward sloping growth chart like this one has.

Price:
$30.950
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-12-18 TOP PICK iShares-MSCI-ACWI-Low-Carbon-Target
CRBN-N
John DeGoey

This is a global product with a low carbon footprint. (A brand new product.) Exposure to high carbon things can be a real drag on your portfolio performance. It doesn’t exclude carbon products; it just significantly underweight’s them, while getting exposure to the rest of the world.

Price:
$92.550
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
No
2014-12-18 TOP PICK Walt-Disney
DIS-N
David Burrows

One of the first places people spend money when they have more.  They are opening a new theme park in China.  Their media businesses are doing well.  Strong balance sheet and they are likely to win in a better environment.

Price:
$92.610
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2014-12-18 TOP PICK Electronics-Arts-Inc
EA-Q
David Burrows

The consumer has more money in their pockets now.  EA-Q has a broad range of customers from young to old.  They will now spend more money in gaming.  Now more and more sales are being done online so that a retailer is being cut out.  The customers are repeat customers, constantly upgrading their games.  Their business model is changing and their margins are going higher.

Price:
$47.240
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2014-12-18 TOP PICK Morgan-Stanley
MS-N
David Burrows

There was a lot of regulation coming out of the recession.  MS-N is moving rapidly towards asset management (55% of revenue).  It is a stable business where they deal with a very high end client.  Thinks their dividend could go up 100-150% over the next year.  Believes investors will be prepared to pay a higher multiple as they recognize that risk levels have come down due to new regulations.

Price:
$38.100
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 20,362 entries
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