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| Expert | Implied Signal | Company | Symbol | Price | Opinion | Date Entered |
|---|---|---|---|---|---|---|
| Charles Oliver | TOP PICK | Barrick Gold | ABX-T | 42.000 | Looking for a strong 2nd half. Trades at about a 2/3rds discount to some of the other majors. | 2010-07-29 |
| Charles Oliver | TOP PICK | Jaguar Mining Inc. | JAG-T | 7.980 | Gold production in Brazil. Small amount of net debt. Contrarian view is that it has been punished. Near its 52-week low. Production is growing from 155,000 last year, up to 200,000 this year and north of 300,000 next year and possibly 600,000 in the next 5 years.. Very cheap. | 2010-07-29 |
| Charles Oliver | TOP PICK | Magellan Minerals | MNM-X | 0.820 | This is gold exploration so should be part of a diversified portfolio. Deposit they have looks very interesting, quite large and only 15 km away from the Brazauro properties in Brazil. Also have property in Coringa, which has 300,000 ounces. | 2010-07-29 |
| Michael Smedley | TOP PICK | Biovail Corp. | BVF-T | 22.690 | Being taken over, but he likes it. Tremendous cash flows, tax benefits. It’s going further. | 2010-07-29 |
| Michael Smedley | TOP PICK | Magna Int'l. (A) | MG.A-T | 77.310 | Brings in powerful investors. Has had a magnificent history. Frank gets paid what he gets paid. | 2010-07-29 |
| Michael Smedley | TOP PICK | Uranium One Inc. | UUU-T | 2.840 | Extremely impressed with the way it is getting together with its Russian partners. Have been the only Uranium company in Europe to meet its targets. Had gone down because Russians acquired 51% of company but it turns out this is ok. | 2010-07-29 |
| Jeff Olin | TOP PICK | Parkbridge Lifestyle Community | PRK-T | 5.200 | Land lease communities where you buy a prefabricated factory house and put it on their land. They charge you rent, operating costs and realty taxes. 2.9% yield. Sees it trading at 30% discount to its NAV. He is looking for capital gains. | 2010-07-28 |
| Jeff Olin | TOP PICK | Mainstreet Equity Corp | MEQ-T | 10.850 | Apartments. Grown from 300 units to 6500 units with a net equity contribution of $10 million. Focus on mid-market properties, above “Ma and Pa” but below institutions. Properties are beat up and need physical or operational improvements, which they do, and then take their equity out. NAV of $16-$18 and have $15 million of unencumbered properties. Sees it trading at 40% discount to its NAV. | 2010-07-28 |
| Jeff Olin | TOP PICK | Edleun Group Inc | EDU-X | 0.650 | Just raised $40 million. They are a consolidator of the childcare industry in Canada and are buying at 6X EBITDA with the real estate. Sees a 5-10 times return on investment. Outstanding world-class management. | 2010-07-28 |
| Michael Sprung | TOP PICK | Cogeco Cable | CCA-T | 34.540 | Punished severely for their exposure to Portugal assets but a lot of that has been written off. Have some very desirable assets in Canada. Cash flow positive. | 2010-07-28 |
| Michael Sprung | TOP PICK | Viterra Inc | VT-T | 8.300 | (A Top Pick Sept 2/09. Down 9%.) Australia market has been weaker than anticipated. Flooding in western Canada postpones profitability. Dominant player in agriculture in Canada and Australia. | 2010-07-28 |
| Michael Sprung | TOP PICK | Suncor Energy Inc | SU-T | 33.040 | Dominant player in the Canadian oil patch. Still digesting the Petrocan assets. What happens to energy will be reflected in this company. Operating problems affected the stock price. Expecting cash flows to go up significantly for the next few years. | 2010-07-28 |
| Andrew Cook | TOP PICK | Uranium Participation Corp. | U-T | 0.540 | An easy way to play uranium. No production risk. Nice easy way to play it. 2 or 3-year hold. China's building of reactors is a part of the story. | 2010-07-27 |
| Andrew Cook | TOP PICK | Trinidad Drilling | TDG-T | 5.350 | They are quite technologically advanced. Their focus is on deep drilling. This allows them to have large customers with deep pockets and longer-term contracts. Cash flows that they will generate are easier to see. They are land based so the Gulf doesn’t affect them. | 2010-07-27 |
| Andrew Cook | TOP PICK | Alange Energy Corp | ALE-X | 0.375 | Columbia. After 20-25 years of terrorist activity, it is now under control. They have secured a lot of land. Some in production. | 2010-07-27 |
| Colin Stewart | TOP PICK | Brick Group Income Fund | BRK.UN-T | 2.100 | One of the larger appliance/furniture retailers in Canada with a 7% market share. Restructured balance sheet and got very long-term supportive investors in place. Last few quarters have been records. Generating a 20% plus free cash flow yield. | 2010-07-27 |
| Colin Stewart | TOP PICK | Vodafone Group PLC | VOD-Q | 23.570 | One of the largest mobile companies. Very strong wireless business globally. Own 45% of Verizon (VZ-N), which at Some point there will be a catalyst for them to either sell their stake or for a dividend to be paid to them. Would result in significant cash flow. 7.4% yield. | 2010-07-27 |
| Christine Poole | TOP PICK | Abbott Labs | ABT-N | 49.240 | Diversified healthcare in the US. Have a branded pharmaceutical business providing drugs for arthritis, cholesterol and prostate cancer. Also had a nutritional business providing babies formula and adults’ nutrition. Also have stents, which is doing quite well globally. Trading at about 10.5X forward earnings. About 3.6% yield and have increased dividends on a regular basis. | 2010-07-26 |
| Christine Poole | TOP PICK | Fortis Inc. | FTS-T | 28.960 | Big, boring utility. Natural gas and electricity distributing company. Expect their rate base to grow by about 6% annually for the next 5 years. Yield of almost 4% with a record of increased dividends. | 2010-07-26 |
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| Christine Poole | TOP PICK | Royal Bank | RY-T | 52.450 | Has under performed the group. Stock came off because of a poor quarter in wholesale revenues. As Canada's largest bank it has a premier franchise in retail and wholesale banking. Well positioned to participate in the long economic growth that should follow. 3.8% yield. | 2010-07-26 |
| Paul Gardner | TOP PICK | Aecon Group Inc | ARE-T | 11.000 | Convertible 7% bond maturing Sept 30/14. Stock is appropriately priced so this is a safer way to get into the infrastructure play.. Fantastic balance sheet. No debt. | 2010-07-26 |
| Paul Gardner | TOP PICK | Bank of America | BAC-N | 14.150 | Trades at under 1X Book. Terrific assets in Merrill Lynch and Countryside and the synergies are happening. Credit provisions are going off the books, which means loans are now being repaired. Looking for $30 trading range in 2012/2013. | 2010-07-26 |
| Paul Gardner | TOP PICK | Rogers Communcations (B) | RCI.B-T | 37.400 | Competition is fierce but they are still increasing revenue per unit because of the smart phones, television. Buckets of free cash flow. | 2010-07-26 |
| John Stephenson | TOP PICK | Brookfield Renewable Power Fund | BRC.UN-T | 20.500 | A conservative play as the macro backdrop is not encouraging right now. Predominantly hydro-assets. Yielding over 6% with modest upside growth from this. Probably average 10% total return over the course of a year. | 2010-07-23 |
| John Stephenson | TOP PICK | CASH | CASH | 0.000 | Holding 40% cash in his funds. Energy resource area is a risk trade but only works if there is global growth. Top down view of global growth seems to be deteriorating. You want to be cautious for the next 3-4 months. You can start looking to buy in the late fall. | 2010-07-23 |
| John Stephenson | TOP PICK | Cenovus Energy | CVE-T | 30.180 | Foster Creek and Christina Lake are the 2 main SAGD operations and have some of the best ratios in the business. Have 137 billion barrels of oil in place on their lands, which will support potential production of 2 million barrels a day. | 2010-07-23 |
| John Zechner | TOP PICK | Research In Motion | RIM-T | 57.690 | (A Top Pick July 13/09. Down 26.44%.) Have to be a little concerned about how well the Google (GOOG-Q) Android phones are doing. Smart phone market is still growing at a great rate. Trading at 8 to 9 times earnings. Company is still growing effectively at 25% a year. | 2010-07-23 |
| John Zechner | TOP PICK | Grande Cache Coal Corp. | GCE-T | 5.960 | Strong producers. Likes metallurgical coal. Valuations have this as an exceptionally cheap stock. | 2010-07-23 |
| John Zechner | TOP PICK | Consolidated Thompson Iron Mines Ltd. | CLM-T | 7.860 | Have a new iron ore mine coming into Quebec. This one makes sense even with iron ore at $80 a ton. China is coming back in and the global economy is growing. Lots of cash. | 2010-07-23 |
| David Cockfield | TOP PICK | Bank of Nova Scotia | BNS-T | 50.180 | A bank with the right international program. Now going into Chile. Good solid business with excellent growth prospects. One of the more conservative banks. | 2010-07-22 |
| David Cockfield | TOP PICK | Crescent Point Energy Corp | CPG-T | 37.440 | 7% yield, was a trust. They’ve been adding assets. Have been hitting their production objectives. | 2010-07-22 |
| David Cockfield | TOP PICK | NAL Oil & Gas Trust | NAE.UN-T | 11.010 | Quite a good yield (10%). Balance between oil and gas. Hit their production levels. | 2010-07-22 |
| Peter Hodson | TOP PICK | Parex Resources Inc. | PXT-X | 4.850 | Oil/gas in Colombia. Just announced that one of their wells hit 500 barrels a day and could be 2500 a day. Great Management. | 2010-07-22 |
| Peter Hodson | TOP PICK | Delcath Systems | DCTH-Q | 7.430 | Liver cancer treatment. They isolate the liver and then pump more chemo to kill cancer cells. Survivor rate has gone from 4 to 23 months. Market potential is about 5-6 billion globally. Stock dropped when a scientist said it wouldn't work but FDA protocol showed results were significant. | 2010-07-22 |
| Peter Hodson | TOP PICK | Canaco Resources | CAN-X | 1.550 | Gold. Came out with some fantastic drill results in Tanzania, 37 m with 12.5 g. Looks like they are going to have 3 million ounces ultimately. Open pit and low CapX. | 2010-07-22 |
| Don Lato | TOP PICK | Apple | AAPL-Q | 254.240 | (A Top Pick Aug 5/09. Up 52.56%.) Reported strong numbers across all measures. Have $50 a share in cash. Sees $17-$18 a share in earnings next year so you are trading at only 12X earnings. | 2010-07-21 |
| Don Lato | TOP PICK | Goldman Sachs | GS-N | 146.990 | SEC charged them for misleading investors in a subprime mortgage product but settled this in far more advantageous terms than he expected. Trading at 1.2X Book versus historically 1.5 to 2X book. | 2010-07-21 |
| Don Lato | TOP PICK | Shoppers Drug Mart Corp | SC-T | 35.500 | Had a very poor 2nd quarter sparked by the new regulations by the Minister of Health. Starting to crawl back. Expect this will allow them to take market share from smaller pharmacies. | 2010-07-21 |
| Hank Cunningham | TOP PICK | H&R Real Estate Inv Trust | HR.UN-T | 17.790 | 5.196% bond maturing Feb 3/15. Likes the company as an equity. The bond yields more than a lot of the conventional investment grade bonds. | 2010-07-21 |
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| Hank Cunningham | TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Government of Canada 4% bond maturing June 1/41. Feels that interest rates at the government level will fall further because of a deflationary environment. | 2010-07-21 |
| Hank Cunningham | TOP PICK | iShares US High Yield Bond Index Fund | XHY-T | 20.110 | US High Yield Bond Index Fund ETF. This is hedged Cdn$ removing currency risks. (Versus Past Pick US High-yield corporate bonds ETF (HYG-N).) | 2010-07-21 |
| Barry Schwarrtz | TOP PICK | Cineplex Galaxy Income Fund | CGX.UN-T | 19.230 | Sold off recently. Q3 is off to a better start. Will grow when they convert to a corporation. 80%+ margins on adverts before movies. Safe, stable income. | 2010-07-20 |
| Barry Schwarrtz | TOP PICK | National Bank of Canada | NA-T | 57.240 | Under appreciated. Trading at a big discount to other banks. Over capitalized. In a position to raise its dividend. They can make acquisitions outside Quebec. No problems, no foreign debt, no significant US exposure. Very little exposure to the bad stuff. | 2010-07-20 |
| Barry Schwarrtz | TOP PICK | Dundee Corp. (A) | DC.A-T | 12.000 | DC.PR.A-T: Preferred shares offers a way to get above average returns in a taxable account. Matures in 6 years. | 2010-07-20 |
| Steve Carlin | TOP PICK | Calloway REIT | CWT.UN-T | 21.800 | Not a lot of upside from a capital appreciation perspective but it has a 7%+ yield. Pay out 93% of their funds from operations and this is sustainable. | 2010-07-20 |
| Steve Carlin | TOP PICK | Magna Int'l. (A) | MG.A-T | 75.920 | Haven't owned this for many years. Contents per vehicle is higher. Rock solid balance sheet. The proposed transaction to buy out Frank Stronach’s multiple voting shares gives him confidence. If this gets done this company will get re-rated. | 2010-07-20 |
| Steve Carlin | TOP PICK | Toronto Dominion | TD-T | 71.680 | Sees 14% earnings growth from 2011 versus 2010. Dominant market share in Canada in the personal/commercial business. Growing in the US. Part of the earnings growth comes from his belief that credit losses will continue to improve. As interest rates rise, it helps the margins. | 2010-07-20 |
| Mark Carpani | TOP PICK | Brookfield Renewable Power Fund | BRC.UN-T | 20.200 | 5.84% Bond maturing Nov 5/36. Good management and they are in a very good space. Likes renewable power area. Most of their contracts are fixed and fairly long-term. | 2010-07-19 |
| Mark Carpani | TOP PICK | Royal Bank | RY-T | 53.630 | 4.93% Bond maturing July 16/25. A deposit note, which is right near the top of the capital structure. Very well run bank, well diversified and good balance sheet. | 2010-07-19 |
| Mark Carpani | TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | CHIP Mortgage Trust 4.49% bond maturing Aug 4/15. AAA rated. Essentially they take reverse mortgages and the collateral is the equity. Fairly low risk. Diversified across major centres across Canada. | 2010-07-19 |
| Michael Decter | TOP PICK | iUnits Cdn Bond Market E.T.F. | XBB-T | 29.690 | Cdn bond market ETF. Barclays run this and they have $1.4 billion with 236 individual government bonds. For retail investors, individual bonds are hard to buy in small quantities without getting killed on the spread. 4.3% yield. If interest rates go up, this won't perform that well but if there is deflation, this is a holding action. | 2010-07-19 |
| Michael Decter | TOP PICK | Just Energy Income Fund | JE.UN-T | 12.600 | Acquired Hudson Energy. This puts them into some new markets in the US, including small business, not just the residential market. Excellent management. Also doing very well on the green energy and getting a premium for selling it. | 2010-07-19 |
| Michael Decter | TOP PICK | Inter Pipeline Fund | IPL.UN-T | 12.320 | Defensive play. New big pipeline coming into their rate base for the next couple of quarters. Oil sands are firing back up giving them a lot of upside. Possible acquisition target. Doesn't have to convert because they are a partnership. 7.35% yield. | 2010-07-19 |
| Bill Carrigan | TOP PICK | iUnits S&P/TSX Materials E.T.F. | XMA-T | 17.690 | S&P/TSX Materials ETF. Likes materials in general. This one gives you gold, timber, metals and agriculture. | 2010-07-16 |
| Bill Carrigan | TOP PICK | ProShare Ultra Short 20+ yr Tr. E.T.F. | TBT-N | 35.740 | Ultra Short 20+ US Treasury ETF. He is a bull so is bearish on bonds. | 2010-07-16 |
| Bill Carrigan | TOP PICK | BMO NASDAQ 100 Equity Hedged-CAD | ZQQ-T | 14.120 | NASDAQ 100 Equity Hedged-Cdn. Likes to go long tech and this is hedged with the Cdn$. | 2010-07-16 |
| Peter Imhof | TOP PICK | Mosaid | MSD-T | 22.180 | Intellectual property. License their DRAM technology and have pretty much signed up 100% globally. Expecting $2.30 earnings this year and they pay $1 dividend giving a yield of about 4.5%. Trading at less than 10X earnings. About $100 million in cash, about $9 a share. | 2010-07-16 |
| Peter Imhof | TOP PICK | Romarco Minerals | R-X | 1.750 | Explorer and have done an unbelievable job in the last 2 years in growing their asset base. Have about 4 million ounces that has been proven up and management believes the asset will be between 7-10 million ounces in the ground at least. Continue to get better grades on each drilling. A lot of cash on the balance sheet. Looking for production in 2012. | 2010-07-16 |
| Peter Imhof | TOP PICK | Sylogist Ltd. | SYZ-X | 2.150 | Software company that deals with municipalities/school boards in Alberta. Just came out with a record quarter of $.06 in earnings. Raised the dividend by 10%. Have about $.60 a share in cash. Multiple of about 9X earnings. Management owns about 35%. | 2010-07-16 |
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| Dennis Mitchell | TOP PICK | First Capital Realty | FCR-T | 13.740 | Looking for 12% equity return. Worth about $15.25. Great tenant roster including Tim Horton's, banks, Loblaws, Sobeys, etc. with 96% occupancy. | 2010-07-15 |
| Dennis Mitchell | TOP PICK | Brookfield Properties Corp. | BPO-N | 14.650 | Premier office portfolio, Toronto, Los Angeles, Manhattan and Ottawa. Great management, great balance sheet and low payout ratio. | 2010-07-15 |
| Dennis Mitchell | TOP PICK | Pure Industrial Real Estatetrust Trust | AAR.UN-X | 3.590 | Occupancy has slipped from 100% to 99.8%. Didn't cut distributions during the downturn. Payout ratio of about 95%. 8.6% yield. Looking for over 20% return. | 2010-07-15 |
| Veronika Hirsch | TOP PICK | Rogers Communcations (B) | RCI.B-T | 36.950 | Likes to limit the risk in her portfolio. New Competition is having a hard time attracting the attractive part of cellular use. Attractive yield. Talking about increasing dividends. | 2010-07-15 |
| Veronika Hirsch | TOP PICK | Crew Energy Inc. | CR-T | 16.640 | Good management and have a wealth of prospects. Possible split of the company. | 2010-07-15 |
| Veronika Hirsch | TOP PICK | Colossus Minerals Inc. | CSI-T | 6.860 | Have an interesting gold/platinum/palladium property and exploration has been incredibly successful. Have just gained some additional ground with an existing ore body and will be exploring it. | 2010-07-15 |
| Gordon Reid | TOP PICK | Cisco | CSCO-Q | 23.740 | Centre of the Internet world connecting people to routers, switches, etc. 18 divisions doing $1 billion or more in annual revenues. Growth projection of 12%-17%. Expect them to make $1.70-$1.75 this year giving them a good multiple for what they are doing. | 2010-07-14 |
| Gordon Reid | TOP PICK | Corintian Colleges Inc | COCO-Q | 9.520 | All “for-profits” colleges have been under pressure. Dept of Ed keeps changing rules requiring financial thresholds to continue getting funding and also want to tighten up recruitment incentives for colleges. Trading at 5X next year's earnings in a high unemployment environment. Over 100,000 students in over 100 campuses and are doing extremely well. Market has overreacted. | 2010-07-14 |
| Gordon Reid | TOP PICK | Walgreen Co | WAG-N | 29.620 | Largest drugstore chain in the US. About 2/3rds of their business comes from the pharmacy end. Aging population involves more prescriptions. Healthcare reform potentially introduces another 30 million customers. There is a move away from prescription drugs to generics, which have higher margins. Trades at about 11X 2011 earnings. | 2010-07-14 |
| Peter Brieger | TOP PICK | Daylight Resources Trust | DAY-T | 8.950 | About 52% natural gas and 48% oil. Building up their land positions in their key operating areas. Have done a deal with Gear (?) Tom Wray the founder of Peyto (PEY.UN-T) so going forward it should be a very exciting company. | 2010-07-14 |
| Peter Brieger | TOP PICK | Nalco Holding Company | NLC-N | 23.680 | One of the global leaders in finding solutions for more efficient use of water, energy and helping to improve air quality. 80% of their business is renewable. Expect investors are going to start focusing on pure water plays. .6% yield. Looking for $28 in 6 months and then moving higher. | 2010-07-14 |
| Peter Brieger | TOP PICK | Tetra Tech Inc. | TTEK-Q | 19.350 | Environmental consulting, planning, engineering, architecture and finally building an infrastructure project. US government is their major customer. American/recovery and reinvestment act is going to spend $51 billion over the next 4 years on infrastructure and water projects. | 2010-07-14 |
| Benj Gallander | TOP PICK | ATS Automation | ATA-T | 6.350 | Problem is that their revenues fell off last year. But they managed stay profitable until this last quarter. But it was a write off due to silicon. CEO knows what he is doing. Positioning it for growth. Has a lot of faith in him. Could see a triple. | 2010-07-13 |
| Benj Gallander | TOP PICK | Flextronic International | FLEX-Q | 6.520 | 24 billion in sales. Turned profitable again. Debt load is manageable. Whole area seems to be turning around. Diversified. Good play. Triple here. | 2010-07-13 |
| Benj Gallander | TOP PICK | Iteris Inc | ITI-A | 1.450 | Traffic Management. Gov’ts are cutting back, and could put less money into this but there are more cars on the road. Nominal debt. Heavy buyers. Trades under book value. Someone could come in and take them out. | 2010-07-13 |
| Dennis Da Silva | TOP PICK | Celtic Exploration Ltd. | CLT-T | 12.750 | 75% natural gas with high liquid content and 25% oil. Premier management. Management owns 25% of stock. One of the early players in the Montney region. | 2010-07-13 |
| Dennis Da Silva | TOP PICK | Nuvista Energy Ltd | NVA-T | 11.890 | 70% natural gas. Great history of acquiring under-appreciated assets and extracting value out of them. Acquired Ryder Energy, which introduced them to deep resources and it has taken a couple of years to get to the point where fruit is going to be born. Just announced 1st horizontal frac into the Montney with a great number and he expects more of this. | 2010-07-13 |
| Dennis Da Silva | TOP PICK | Cinch Energy Corp | CNH-T | 1.560 | Has exposure to Montney gas. Very good leverage to emerging resource play in terms of the amount of land they have. Hidden gem is their Wabamem (?) play, which has been kind of a burial place for past companies but they have a sweet spot. | 2010-07-13 |
| John De Goey | TOP PICK | iShares Cdn Corp Bond E.T.F. | XCB-T | 20.480 | Cdn Corp Bond ETF. Doesn't think there are risks any more with corporate bonds. This will give you a bit of yield pickup without venturing into preferreds. | 2010-07-12 |
| John De Goey | TOP PICK | Claymore Inverse 10 Yr Gov Bond | CIB-T | 20.010 | Inverse 10 Yr Gov Bond. A defensive play on bonds. He is being conservative on the income side. In the belief there are more rate hikes coming, this should give you the performance that is opposite of what the government ten-year bond is. | 2010-07-12 |
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| John De Goey | TOP PICK | BMO Short Term Corp Bond E.T.F. | ZCS-T | 14.990 | Short Term Corp Bond ETF. Doesn't think there are risks any more with corporate bonds. This will give you a bit of yield pickup without venturing into preferreds. (Similar to XCB-T, which he owns.) | 2010-07-12 |
| Mike Newton | TOP PICK | Brookfield Properties | BPO-T | 14.620 | Drop of 15%-16% recently has put it on his radar screen. Some very high profile properties. Analysts are very positive and fundamentals look great. 4% yield. Looking for a 20%-25% rise. | 2010-07-12 |
| Mike Newton | TOP PICK | Sirius Satellite Radio | SIRI-Q | 0.962 | Satellite radio. Had a huge subscriber base turnaround last week. $2.5 billion in revenue and made $500 million recently after losing $150 million a year ago. Not for the faint of heart. | 2010-07-12 |
| Mike Newton | TOP PICK | BMO Junior Gold Index ETF | ZJG-T | 15.450 | Junior Gold Index ETF. Large caps is where most people put their money but you get the most leverage to a moving gold with the juniors. Almost 9 of the top 15 holdings are top ranked in the Gold Analysts’ community. | 2010-07-12 |
| Gavin Graham | TOP PICK | Canadian Real Estate Investment | REF.UN-T | 28.640 | Well diversified REIT with exposure to industrial, retail and office. (REITs are not affected by government conversion rules.) Raised its distribution 9 years in a row. 4.9% yield. Conservative management. | 2010-07-09 |
| Gavin Graham | TOP PICK | HSBC Holdings P L C | HBC-N | 47.570 | The international bank that has done everything right. First bank to recognize their subprime problems and wrote them off. Cut dividends but only by 30%. Raised $20 billion US without government help because it has emerging market exposure. Cautious and conservative. 3.4% yield. | 2010-07-09 |
| Gavin Graham | TOP PICK | Franco-Nevada Corp. | FNV-T | 30.930 | On this one you don't care what the cost is on getting gold out because it is a royalty play. You get a royalty on every single ounce that is produced. About 1% yield. Putting about $350 million into a new mine in BC. Looking to increase exposure to gold although they have oil and base metals as well. | 2010-07-09 |
| Norman Levine | TOP PICK | Suncor Energy Inc | SU-T | 33.080 | Incredibly cheap. The merger with Petrocan is now starting to throw off the savings he was hoping for. Thinks it will be more than $1,4 billion in savings. Good growth prospects both in oil sands and regular type of oil. Expect they will grow the dividend regularly. | 2010-07-09 |
| Norman Levine | TOP PICK | Morneau Sobeco Income Fund | MSI.UN-T | 9.500 | Largest Canadian owned/based benefits and actuarial company. Help companies manage pension benefits, HR issues, health issues, etc. Very profitable business. When they convert to a corporation, they will cut their distribution in such a way that the after-tax amount will be the same. | 2010-07-09 |
| Norman Levine | TOP PICK | Essential Energy Services Ltd. | ESN-T | 1.140 | Natural gas service company, based in Alberta. Natural gas price has come back some and they are reducing the royalties next year so it should start seeing the benefit of increased drilling over the next year. No debt. Talking about expanding into Colombia with some of their customers. | 2010-07-09 |
| Brian Acker | TOP PICK | Research In Motion | RIM-T | 51.610 | Model price of $68.78, a 32% upside. There is value here. | 2010-07-08 |
| Brian Acker | TOP PICK | Suncor Energy Inc | SU-T | 32.880 | His model price is $43.01, which is a differential of 32%. Understands their credit rating is going to get a boost in a day or two on their debt side. | 2010-07-08 |
| Brian Acker | TOP PICK | Texas Instruments | TXN-N | 24.220 | $34.17 is his model price. A 41% positive differential. Have a lot of cash and great fundamentals. | 2010-07-08 |
| Hap Sneddon | TOP PICK | Emera Inc | EMA-T | 25.730 | Utility. At this point in the economy, he likes to be in something that is regulated. Expect that sometime in the fall, regulators will allow their ROE to rise from a 9% to 10.5%. | 2010-07-08 |
| Hap Sneddon | TOP PICK | iShares 20+ yr Tr. Bond | TLT-N | 99.790 | (A Top Pick Aug 4/09. Up 12%.) 20+yr Treasury Bonds ETF. At this point in the economic recovery, we shouldn't have 10-year money at 3%. | 2010-07-08 |
| Hap Sneddon | TOP PICK | SPDR Gold E.T.F. | GLD-N | 117.210 | Gold. This one holds the physical bullion. Chart shows a nice upward trend and it broke through resistance at about $116. Sentiment on gold is starting to cool, which is okay with him as he might add more to this. | 2010-07-08 |
| John Hood | TOP PICK | iUnits S&P/TSX 60 E.T.F. | XIU-T | 16.780 | (A Top Pick Jan 25/10. Up 0.24%.) S&P/TSX 60 ETF. He has this as a core holding. Essentially, you are just buying the market. This will save you the huge portfolio manager and mutual fund fees. | 2010-07-07 |
| John Hood | TOP PICK | iShares S&P 500 $Cdn E.T.F. | XSP-T | 12.150 | S&P 500 Cdn$ ETF. | 2010-07-07 |
| John Hood | TOP PICK | BMO NASDAQ 100 Equity Hedged-CAD | ZQQ-T | 14.000 | NASDAQ 100 Equity Hedged Cdn ETF. | 2010-07-07 |
| Michael Simpson | TOP PICK | Intel | INTC-Q | 20.143 | World's largest semiconductor chipmaker based on revenue. Grown dividends by 23% over the last 5 years. Have $2.93 cash per share. Huge demand in Asia and emerging markets as well as Apple and RIM products. Trading at about 10X 2011 earnings. | 2010-07-07 |
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| Michael Simpson | TOP PICK | TransForce Inc. | TFI-T | 8.860 | Largest trucking firm in Canada and includes less-than-truckload and specialized truckload service. Also has a waste management division, which market is not ascribing any value to. Starting to see volumes pick up in trucking. Paying down debt. 4% dividend. | 2010-07-07 |
