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

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Recent Top Picks

Date Signal Company Expert Opinion Price
2012-04-24 TOP PICK CLP-Holdings
002-HK 		Charles Lannon Strong balance sheet, dividend and visible growth trajectory. Will benefit with then convert coal fired generation to natural gas in Hong Kong and get 9.9% return on net assets. 50/50 investors in two large nuclear generation facilities plus have existing nuclear generation assets in China. A sweet spot in the utility industry. Have a wholly owned Australian utility and believes it will be spun out by year-end. Stock price does not reflect this asset at present. Price:
$0.010
Subject:
CANADIAN LARGE & GLOBAL
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2012-05-30 TOP PICK CLP-Holdings
002-HK 		Karl Berger Utility primarily in Hong Kong, but it’s cheaper than Canadian power companies. Regulated business but regulators are reasonably favourable. Growth in the stock and reasonable dividend. ADR in New York. Price:
$0.010
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2012-08-01 TOP PICK CLP-Holdings
002-HK 		Charles Lannon

Trades in Hong Kong. Very attractive dividend yield of 4%. Currently benefiting from a substantial upgrade on their Hong Kong power generating assets, converting them from coal to natural gas. Longer-term they have very good expansion projects on mainland China and India.

 Price:
$0.010
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2012-03-01 TOP PICK MTR-Corporation-Limited-
0066-HK 		Darren Sissons Own rental properties in subway stations (70% of their revenue), recurring, 4 Million passengers a day. Have managed subway stations around the world. Should expect an increase in the dividend as they have been doing. Last year was a bad year for emerging markets. Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2013-04-24 TOP PICK MTR-Corporation-Limited-
0066-HK 		Darren Sissons

Hong Kong rail company. Core operations are running a subway, but because of the density of Hong Kong it owns the subway stations and the retail operations which they charge rent. Very attractive growing dividend. Has 2 operations in China as well as management contracts in Sweden, Australia and the UK. Dividend yield of 2.53%.

 Price:
$0.000
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2012-11-07 TOP PICK Hang-Lung
0101-HK 		Mark Grammer

(Hong Kong exchange.) To him it is the best managed property company in Asia. Extremely conservative management. Exposed to shopping centers. Have some property development in Hong Kong that provides a nice, steady source of cash. Great management, which is extremely good at their due diligence and they invest in sites that are really solid.

 Price:
$0.010
Subject:
GLOBAL
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2013-02-04 TOP PICK Hang-Lung
0101-HK 		Ian Ainsworth

Shopping center developer out of Hong Kong. He sees growth in the consumer in China. Well managed company that has been around for a long time. Basically they run high-end shopping malls. They build them and manage them. Has been selling assets off their balance sheet, typically getting 100 cents on the dollar. Yield of 2.5%.

 Price:
$0.010
Subject:
GROWTH & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2013-01-23 TOP PICK Tsingtao-Brewery-Co-
0168-HK 		Darren Sissons

(Hong Kong Exchange.) Most profitable and the #1 brand of beer in China. Has been growing like a weed in the last few years. Tsingtao government owns 30% and Asahi Brewery of Japan owns 20%. Ultimately this story will grow, driven by the underlying growth of the Chinese consumer. Because of its size, it is shielded from being taken over.

 Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
DEFENSIVE
Owned:
Yes
2008-02-22 TOP PICK Cheung-Kong-Holdings
1-HK 		Don Reed Has a tremendous land bank in Hong Kong but are also going into mainland China. Has come off its high so there is good room to move. Price:
$0.010
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2008-09-16 TOP PICK Henderson-Land
12-HK 		Marty Whitman (Henderson Land on the Hong Kong exchange.) Construction and project development. 2.75% dividend. Price:
$0.010
Subject:
DEEP VALUE INVESTING
Bias:
SELECTIVE
Owned:
Yes
2008-12-29 TOP PICK China-Merchants-Holding
144-HK 		Mark Grammer (Hong Kong Exch.) Manages the biggest port in southern China. Significant interest in port operations in Shanghai. Also build containers. Well run. Good infrastructure play. Trades at under 10X earnings. Good ROE in the mid-teens. No debt. Good dividend. Price:
$0.010
Subject:
GLOBAL
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2008-10-07 TOP PICK CHINA-COAL
1898-HK 		Don Reed Second largest coal producer. It’s here to stay and suffered a lot. China has to import all their coal. China is growing so quickly that they need every source of energy they can get. Price:
$0.010
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
No
2011-03-25 TOP PICK Sanyo-Engineering--and--Construction-Inc--
1960-JP 		Lorne Steinberg 0 debt, $90 Million market cap, $150 million of cash. Involved in electrical facilities, ventilation, and water treatment in new construction. They will benefit from the Catastrophe in Japan. 3% dividend. Price:
$0.010
Subject:
VALUE STOCKS & HIGH YIELD BONDS
Bias:
BEARISH
Owned:
Yes
2012-03-23 TOP PICK Sunshine-Oilsands
2012- HK 		Jeff Parent B. Eng. FCSI In Canadian dollars is around 60 cents a share. Is a bit risky. Is a Canadian company trading on the HK exchange. A sector play. Get out if it drops below 4.20 HK dollar. Price:
$0.000
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2011-03-15 TOP PICK Compal-Electronics-Inc
2324-TT 		Don Reed Laptops. Produce 90% of all notebooks on a global basis. Will be getting into the tablet producers. There were 80 different tablets in Las Vegas at the show. Low multiple. Price:
$0.010
Subject:
GLOBAL EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
Showing 1 to 15 of 17,977 entries
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