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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-08-20 TOP PICK CASH
CASH
Keith Richards

(A Top Pick July 17/13.) The Volatility Index VIX is getting a little low, which tends to indicate complacency which tends to indicate that maybe the market could be due for a very small correction in the next week or 2.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2014-08-20 TOP PICK Enerplus-Corp
ERF-T
Keith Richards

The long-term chart shows a strong upward trend from early 2013. Now consolidating. Thinks the stock can get to $30. Also pays a pretty nice dividend of 4.5%.

Price:
$24.130
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2014-08-20 TOP PICK Unilever-PLC
UL-N
Keith Richards

Chart shows a consolidation from April to August, followed by a breakout at around $43. 1st resistance would be $46. From there he will watch it carefully and if it keeps going, will continue to own it.

Price:
$43.850
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2014-08-19 TOP PICK Cineplex-Inc
CGX-T
Christine Poole

They outperformed the box office.  It was not so great the first couple of quarters.  They are good operators and continue to increase the concession spend per customer.  Thinks the films slated for the balance of the year look encouraging.  3.7% yield.

Price:
$40.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-08-19 TOP PICK United-Technologies
UTX-N
Christine Poole

They are dominant in 4 or 5 of their businesses.  Excellent management team.  Good execution.  They are participating in two megatrends.  Urbanization of emerging markets.  In the US we are seeing a pickup in commercial construction that usually follows the residential pickup.  Pays a good dividend and increases it every year.

Price:
$108.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-08-19 TOP PICK Visa-Inc.
V-N
Christine Poole

Hit hard during the Ukraine/Russia crisis.  Now it is in the market that Russia will develop their own network.  Visa is a play on the move to a cashless society.  37% of payments are still cash in the developed world.  In the developing countries it is 57% so there is a lot more room for non-cash payments to increase.  Visa is the largest and has the lowest cost infrastructure and competes most effectively.

Price:
$215.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-08-18 TOP PICK Hirano-Tecseed
6245-JP
Lorne Steinberg

This is one of those Japanese gems that is actually trading for its cash. They have no debt. You are getting a profitable dividend paying company for free. They are in a great engineering machinery niche, coating laminating equipment. They are one of the best players in the world in this business. 3% dividend.

Price:
$0.000
Subject:
DIVIDEND STOCKS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-18 TOP PICK CitiGroup
C-N
John Stephenson

(Top Pick Aug 19/13, Up 0.24%) Ultimately they will re-apply their capital plan to the Fed and it will bring more money to the shareholders.  Over the next year it can generate $6.50 to $7 a share.  It is very profitable with 50% of earnings coming from emerging markets.  We are just waiting for this capital return story to emerge.

Price:
$49.510
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
SELECTIVE
Owned:
Yes
2014-08-18 TOP PICK General-Motors-Corporation
GM-N
John Stephenson

Tremendously attractive, low valuation and opportunity to move toward more global manufacturing.  Headwind is the recalls.  They have to move toward more of a quality mandate.  Great sales in China.  If it drops due to recalls, then it would be an even better buying opportunity.  It just happens to be GM’s turn to have this issue.

Price:
$34.400
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
SELECTIVE
Owned:
Yes
2014-08-18 TOP PICK J.C.-Penney
JCP-N
John Stephenson

SHORT.  Not making money.  Hemorrhaging cash.  Most people going there were for the coupons and the discounts.  Start covering when you get to $7.

Price:
$9.870
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
SELECTIVE
Owned:
Yes
2014-08-18 TOP PICK Koninklijke-Philips-Electronics
PHG-N
Lorne Steinberg

A global leader in LED lighting, which is a huge growth area for this company. Also, a leader in healthcare equipment such as diagnostics, ECG, etc. They are going through the latter stages of a long restructuring. Earnings are poised to grow by about 20% next year and double digit growth for the next few years. Extremely well-positioned in their businesses. Strong dividend yield of 3.59% even after not a great time. He sees earnings going from the $2 a share level, to $3.50-$4 a share over the next 5 years.

Price:
$30.290
Subject:
DIVIDEND STOCKS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-18 TOP PICK Total-SA
TOT-N
Lorne Steinberg

He sees double-digit return for the stock, annualized over the next 5 years. This company is extremely well-positioned. Already paying a healthy 5.16% dividend and he sees significant dividend growth along with share buybacks. They are coming to the end of a large capital expenditure cycle, at which point we are going to start seeing expenditures drop and free cash flow rising. A cheap stock.

Price:
$63.990
Subject:
DIVIDEND STOCKS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-15 TOP PICK Apple
AAPL-Q
Brian Acker, CA

The 7 for 1 stock split was surprising, and actually increases his FMV of his model price. Currently at $97.50 and his model price is $112.75, a 15%-16% upside. Sept 9 is the new product rollout of the iPhone 6 and maybe the iwatch. Yield of 1.93%.

Price:
$97.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-08-15 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
David Cockfield

This hasn’t been doing much for a while and he has been watching it. He likes the Brookfield group. This is a growth stock. Yield is relatively small. Likes what they are doing and their international exposure. Has many facets to it including agricultural, timber land, etc. This is a way to get international exposure in a company that really knows its way around the world. Start off with a small percent and then add into it cautiously.

Price:
$51.730
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-08-15 TOP PICK Chevron-Texaco
CVX-N
Brian Acker, CA

International oils are being way overlooked in terms of value. His model price is $168.71, a 33% upside. Yield of 3.4%.

Price:
$126.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
Showing 1 to 15 of 19,846 entries
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