Toronto-Dominion Bank (TD.TO)

(A Top Pick Sep. 1/17, Up 14%) He likes the banks and this one in particular, except that this one has reached an upper valuation range where its progress normally stops. They could be capped out for a while. If you are a long term holder then the growth of the company has been 11-13% for a long time. Don’t sell and go away. If it drops then he would be back in like a shot.

He has always owned this and it is one of his favourite Canadian banks. Likes its U.S. exposure. The share has moved sideways YTD. It operates at 10-11x earnings. Own this for the long term. There are concerns about mortgage growth, but TD's U.S. operations offset those worries. He'd buy it today.

It just came out with fantastic numbers. It's performing very well in the U.S., especially in capital markets. It's one of his core holdings. His company has held TD from day one.

Their U.S. retail side is humming now as that economy picks up. Yesterday, they reported an excellent quarter. Expects a dividend increase this fall, and an overall 7-8% move in the stock price for a low-double-digit return this year, outperforming the market. TD is less exposed to Canadian mortgages than its peers. (Analysts' price target: $83.04)

(A Top Pick Jan 27/18, Up 16%) It was really buying o a valuation basis but it is a long term hold. He has a lighter hold on Canadian banks generally. Their US banking was up 19% so their expansion in the US was doing well and their dividend was up 12%. He sees less growth next year, however.

(Past Top Pick on July 12, 2017, Up 19%) There's a misconeption that banks will suffer from rising interest rates. He's confident about TD.

This is a core holding. It's Canada's second-largest bank, highly profitable with a 16% ROE and 11.7X earnings. 40% of those earnings come from the U.S., so TD will benefit from corporate tax cuts there. It will also benefit from rising interest rates. (Analysts' price target $81.25)

26% of operations in the U.S. They increased their dividend and she sees 12% earnings growth in 2018. (Analysts' price target $81.84)

You can take your pick of the Canadian banks which have recovered from a recent dip. TD is well-diversified and boards strong wealth management revenue, and half their branches in the US. Pays a dividend yield of 3.7%. (Analysts' price target $81.84)

He thinks banks look cheap as a group. TD looks good compared to its peers with its more US focus. Very good balance sheet. Yield 3.7%. Nice growth. (Analysts’ price target is $81.84)

(A Top Pick Mar 20/17, Up 15%) He would not buy it today but it is a great investment to hold. His favourite bank.

Should I buy the stock, or did I miss the boat? They have own it since they started the company. Great bank. Continues to like it. A unique franchise. In the US they are doing very well. Management is very strong. Yield is 3.7%

Canadian banks have underperformed the Americans by 25% over the past year, given US tax reform and an improving economy, but Canadian banks will see double-digit earnings growth this year and deserve more credit. TD has the biggest U.S. presence. The Canadian banks are still cheap.

At 10.5 times next year earnings, this is great value. The took a write-down on the changes in the US tax code, but that will now become a tail wind for them. This is a good entry level. Yield 3.8%. (Analysts’ price target is $82.10 )

It got to an expensive price and is pulling back. It is more expensive than tonight's top pick in banks.