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

Recent Top Picks

Date Signal Company Expert Opinion Price
2016-02-05 TOP PICK Linamar-Corp
LNR-T
Allan Meyer

Low debt, good interest coverage and has a 7-8 times on a price to earnings basis going forward. Also, has good free cash flow which can be used to increase the dividend, buy back shares or make an acquisition. Dividend yield of 0.76%.

Price:
$52.720
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Metro-Inc--A-
MRU-T
Allan Meyer

Trading around its market multiple on earnings, so is pretty comfortable with it. It also has a low debt level and good interest coverage. For uncertain times, this is a nice stable area where you won’t see a huge amount of fluctuation in their revenue or earnings. 1.36% dividend yield.

Price:
$41.090
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Proctor--and--Gamble
PG-N
Hap (Robert) Sneddon FCSI

This is a way to play the consumer staples sector where you are trying to get the best of the group. Has an upside target of around $97. The risk/reward is pretty good from here.

Price:
$81.200
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Transalta-Renewables
RNW-T
Allan Meyer

The parent company Transalta (TA-T) keeps pushing their stuff down, and doesn’t want to see them get into any trouble. Owns wind farms and some Hydro operations. Payout is high at 90%, but he is not concerned about the dividend. Dividend yield of 8.64%.

Price:
$10.320
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Trans-Canada-Corp
TRP-T
Hap (Robert) Sneddon FCSI

A good place to get back into. It sort of represents a “1st in/last out” philosophy. The downtrend has been broken. They are trying to focus on liquid gases to diversify bases a little. Has a really nice dividend. His target a year from now is around $59.

Price:
$49.400
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Wal-Mart-Stores-Inc.
WMT-N
Hap (Robert) Sneddon FCSI

A good example of a name that has been beaten up, which he thinks has done something really interesting. Thinks this is going to get to $79 from cost savings through 269 stores being shut and them focusing on their express, groceries and pharmacies.

Price:
$67.000
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-02-04 TOP PICK Apple
AAPL-Q
Brian Acker, CA

44% upside.  They missed on their iPhone volumes.  It is not devastating.  His model price is still $138.  He does not think you can get hurt here.  The 2% dividend will probably go higher.

Price:
$96.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2016-02-04 TOP PICK Arc-Resources-Ltd
ARX-T
Michael Sprung

In exploration, development, crude oil, natural gas and natural gas liquids. They are in 5 core areas. One that they are putting a great deal of emphasis on is the Montney area, where they have had great success. Trading at 6 to 8 times price to cash flow. Has a very strong balance sheet and very good participation in their DRIP program. Dividend yield of 6.56%.

Price:
$18.290
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-04 TOP PICK Bank-of-Nova-Scotia
BNS-T
Michael Sprung

For a long time this bank had a premium valuation. With their exposure to South America, which is largely dependent upon mining, that valuation has come off quite a bit. Their main exposure is in Mexico, Chile, Peru and Colombia, and the view is that their GDP growth is likely to be under 3% for the next year or so. However, they are gaining market share there. Efficiency ratio is fairly strong, so it is a profitable region for them. Trading at about 1.4 X Book. Dividend yield of 4.82%.

Price:
$56.860
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-04 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Brian Acker, CA

His model price is double what it is trading at now.  They have a HEP-C drug that cures for $90k per person.  The market is overreacting to congress’s desires with drug prices.

Price:
$86.680
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2016-02-04 TOP PICK General-Motors-Corporation
GM-N
Brian Acker, CA

Model price is 32% below the current price.  GM is spinning off GE capital. Investors get to decide if they want Synchrony or GE.  He thinks the valuation will go up substantially.  3.2% dividend.

Price:
$28.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2016-02-04 TOP PICK Hudbay-Minerals-Inc.
HBM-T
Michael Sprung

(A Top Pick Feb 25/15. Down 70.84%.) The primary concern is what the pressure is going to be on their debt covenants at current copper prices. Given the production they have coming online in the next couple of years, you should see those covenants relax. Should finish this year with about $200 million in cash at least, and they still have fairly large credit facilities. There are also some good assets coming on stream. Dividend yield is 0.65%.

Price:
$3.080
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-03 TOP PICK Brookfield-Property-Partners
BPY.UN-T
Derek Warren

This is his core pick. Their ability to sell Australia, buy US, buy London, sell Canada, etc. and to be able to balance around the global markets is a great tool. Great valuation here. This offers growth that is difficult to find. Dividend yield of 4.92%.

Price:
$28.870
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2016-02-03 TOP PICK Morneau-Shepell-Inc
MSI-T
Norman Levine

Kind of a boring company, which is great in this kind of a market. They are in the human resources consulting and outsourcing business. They’ll monitor a company’s payroll for them as well as healthcare benefits and pension funds. Dividend yield of 5.29%, which he thinks they may raise.

Price:
$14.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-03 TOP PICK Pentair-PLC--Ireland-
PNR-N
Norman Levine

This is big in valves, flow controls, etc. It moves water, but a lot of what it does is oil as well as in pipelines, etc. In the near term that is hurting them, but their other areas are growing nicely. Dividend yield of 2.9%.

Price:
$45.450
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 22,026 entries
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