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| Expert | Implied Signal | Company | Symbol | Price | Opinion | Date Entered |
|---|---|---|---|---|---|---|
| John Hood | TOP PICK | iShares S&P 500 (CAD-Hedged) ETF | XSP-T | 15.300 | S&P 500 (CAD-Hedged) ETF. Always has this one in his portfolio. You want to be in the S&P which is a broad market index. | 2012-02-03 |
| John Hood | TOP PICK | BMO S&P/TSX Base Metals ETF | ZMT-T | 17.570 | S&P/TSX Base Metals ETF. With the recovering economy, he feels this will do quite well. Basically based on futures contracts. | 2012-02-03 |
| John Hood | TOP PICK | Claymore China ETF | CHI-T | 19.140 | China ETF. Amongst China ETF's, you have the ones that are trading off ADRs with a little more emphasis on domestic consumption rather than the export trade. This one is not an ADR, but trades in Hong Kong rather than New York. | 2012-02-03 |
| Robert McWhirter | TOP PICK | Descartes | DSG-T | 8.100 | 85% of their income is recurring revenue. Focused on the electronic transportation space. Continue to have very strong free cash flow. Good cash on the balance sheet so are continuing to do acquisitions. Recently acquired Telargo. | 2012-02-03 |
| Robert McWhirter | TOP PICK | Miranda Technologies Inc. | MT-T | 10.640 | Big benefit with the Olympics and the US election. Very strong 13% free cash flow yield. Potential acquisition. Dirt cheap. | 2012-02-03 |
| Robert McWhirter | TOP PICK | Great Western Minerals Group | GWG-X | 0.680 | More speculative. 3 pieces to creating value in rare earth. 1) 20% comes from digging it out of the ground. Reactivating a mine in South Africa and to have it into production in the 2nd half of 2013. 2) 40% is created by being able to separate rare earth minerals they have signed a deal with GCD, the only Chinese separation company. | 2012-02-03 |
| Charles Lannon | TOP PICK | CML Healthcare | CLC-T | 10.600 | Laboratory testing and medical imaging. Took a lot of risk out of their business by getting rid of their US assets. Attractive yield. | 2012-02-02 |
| Charles Lannon | TOP PICK | Royal Dutch Shell PLC (A) | RDS.A-N | 71.740 | Too many Canadian oil/gas royalty trusts have too much debt. Also too many with bases that are long in the tooth and dividends that are going to be unsustainable in the low gas price environment. This company just reported with so-so results. Production was good. Refining was weak. Very modest increase in the dividends but he feels the 4.7% dividend will continue to grow. | 2012-02-02 |
| Charles Lannon | TOP PICK | Giant Manufacturing | 9921-TW | 0.000 | (Taiwan exchange.) Huge insider ownership. Largest bicycle manufacturer globally with a 12% market share. Attractive top line growth, largely as they expand into mainland China and sell a very large number of e- bikes (electric). Should be able to grow at a low double-digit growth for many years. Pristine balance sheet. | 2012-02-02 |
| Don Lato | TOP PICK | Apple | AAPL-Q | 455.120 | Blockbuster earnings. Appreciated after earnings but not to the extent that the earnings were a surprise. Their domination is not being threatened and they have lots of room for growth. | 2012-02-02 |
| Don Lato | TOP PICK | Paccar Inc | PCAR-Q | 43.240 | Largest manufacturer of transport trucks – the Peterbuilt name. 197,000 trucks last year and 225,000 this year. 12-13sx earnings. $7 of cash. | 2012-02-02 |
| Don Lato | TOP PICK | Tourmaline Oil Corp | TOU-T | 25.020 | (Top pick Feb 22/11, Up 1.17%) Went public in 2009 and did everything right. Costs of production are about $0.50. Tremendous ability to stay in the game and weather the storm. We are going to see gas prices rebound somewhere down the road. Doubled production over last year and looks to be doubling over next 3 to 4 years and yet price is up only 15-20% from IPO. Someone might take a run at them and take advantage of the low prices. | 2012-02-02 |
| Ian Ainsworth | TOP PICK | Potash Corp of Saskatchewan | POT-T | 47.390 | This has the world's lowest cost resources and a lot of “brown field” potential. They are bringing that “brown field” potential forward very quickly and spending tons of money. Just doubled their dividend. The stock will flow tons of cash once they’re finished the development of this “brown field” capacity. | 2012-02-01 |
| Ian Ainsworth | TOP PICK | Shire PLC | SHPGY-Q | 99.640 | Irish pharmaceutical company and its major franchise is Adderall for attention deficit disorder. The opportunity here is that they can move it into adults. The other part of their business is orphan drugs, drugs that are not targets for large pharmaceuticals. | 2012-02-01 |
| Ian Ainsworth | TOP PICK | F5 Networks | FFIV-Q | 122.420 | Probably has 60%-70% of the market for delivering applications and content over the Internet. With the world moving towards cloud-based delivery of content and applications, this company is well-positioned. | 2012-02-01 |
| Mike Newton | TOP PICK | Canadian Natural Rsrcs | CNQ-T | 40.160 | A big heavyweight in the Canadian market. This can generate huge cash flows. He is bullish on oil and believes it will stay where it is and move slightly higher. Emerging market is still strong. | 2012-02-01 |
| Mike Newton | TOP PICK | Starbucks | SBUX-Q | 48.240 | Stores are packed. They are efficient. Service is crisp. The new K cups (?) are coming out, which is a joint partnership with Green Mountain coffee. Growing at about a 30% pace in foreign markets and a 20% pace in North America. | 2012-02-01 |
| Mike Newton | TOP PICK | Ancestry.com | ACOM-Q | 30.210 | All their metrics are good. Coming up in April, the US 1940 census will be coming out. About 135 million lives will be available for individuals to research. Also, it is featured quite heavily on show on NBC. The one downside is that they have made some changes to their subscription rates and he's not sure this is sustainable. | 2012-02-01 |
| Craig Machel | TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | ROI High Income Placement Fund: Invests in loans and mortgages in the private space. High quality loans to high quality borrowers. Never had a negative day. Banks aren’t interested in the actual projects, but the borrowers are fine. | 2012-01-31 |
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| Craig Machel | TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | SG Capital Cedar Street Fund LP: The proposition is that you have an agile, nimble strategy in poorly analyzed companies. Will turn over positions each quarter depending on announcements. Fund made 9%. No complications for Canadians investing in this US fund. Exempt of US$ risk. | 2012-01-31 |
| Craig Machel | TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Blackheath Futures Fund LP: Makes money in the back of emotions in the market. Agriculture and metals, bonds and energy. It follows trends as they form. | 2012-01-31 |
| David Baskin | TOP PICK | Bank of Nova Scotia | BNS-T | 51.530 | Canadian banks in general offer tremendous value at current prices. Good dividends. This bank as good growth prospects. Good geography including Latin America and Southeast Asia. | 2012-01-31 |
| David Baskin | TOP PICK | Cineplex Inc | CGX-T | 25.180 | Not economically sensitive. Cruised right through the recession, raising ticket and popcorn prices on the way. Also makes money on advertising. Modernized a lot of their theatres for 3-D and are putting in digital projection equipment that in the long run will enhance viewing experience as well as making their costs lower. Good yield. | 2012-01-31 |
| David Baskin | TOP PICK | CSX Corp | CSX-N | 22.550 | Primarily an Eastern US rail company. Moved out of Canadian Pacific (CP-T) and into this. Looked at all the rails in North America and this one offered the best combination of value and growth. Offers a good alternative to trucking. | 2012-01-31 |
| Darren Sissons | TOP PICK | ABB Ltd. | ABB-N | 20.550 | Leveraged to the Chinese/Indian (?) grid modernization effort. Pays a good dividend. Very strong balance sheet. Has the balance sheet to make acquisitions. | 2012-01-30 |
| Darren Sissons | TOP PICK | Royal Boskalis Westminster | BOKA-EUR | 0.001 | (Euronext Exchange) Dig out harbours and de-sand them so it is a return revenue business for high volume ports like Hong Kong, Long Beach, etc. Recently made 2 acquisitions allowing them to do more initial infrastructure of building ports. Very inexpensive. | 2012-01-30 |
| Darren Sissons | TOP PICK | CARLSBERG -B- | CARL-OMX | 0.000 | Carlsberg Beer. (Trades on the OMX Exchange). Became a value stock last year when it fell on the back of some weak earnings from Russia. Russia accounts for about 40% of the company's earnings. Expect that beer production will increase going forward. | 2012-01-30 |
| Hank Cunningham | TOP PICK | H&R Real Estate Inv Trust | HR.UN-T | 23.100 | 5.9% convertible bond during June 30/20. Underrated so carries a little bit more risk but still gets paid ahead of the common. Yields about 75 more basis points than the underlying dividend on the common. | 2012-01-30 |
| Hank Cunningham | TOP PICK | Brookfield Asset Management Inc. | BAM-N | 30.200 | 5.29% bond maturing April 25/17. This is an undervalued credit so bond yield is more that the underlying government of Canada bond yield. | 2012-01-30 |
| Hank Cunningham | TOP PICK | iShares US High Yield Bond Index ETF | XHY-T | 20.650 | US High Yield Bond Index ETF that is hedged back to the Cdn$. This has 62 different bond issues in its portfolio. Covers the whole spectrum of the US economy. Not very risky and the default rate has fallen to less than 5%. You are going to get close to 8% even 9 9% depending on the price. | 2012-01-30 |
| Bill Carrigan | TOP PICK | Encana Corp | ECA-T | 19.580 | He is looking at a 9-month 5 wave bear. Chart for 2011 shows one of the worst extreme bears he has seen in a large cap energy stock. Too much deviation from the 50 and 200 days, so is clearly oversold. | 2012-01-27 |
| Bill Carrigan | TOP PICK | Linamar Corp | LNR-T | 16.660 | Auto industry is doing well and rather than buying auto companies, let’s Buy companies that sell into that. Chart shows a small symmetrical triangle and it is breaking out. Just above the 50 and is trying to run through the 200. RSI is just turning up. | 2012-01-27 |
| Bill Carrigan | TOP PICK | Shawcor Ltd. (A) | SCL.A-T | 29.670 | Chart shows an inverse head and shoulders and it is just breaking above the neckline. Thin trader so you have to be patient. | 2012-01-27 |
| James Hodgins | TOP PICK | VersaPay Corp | VPY-X | 1.140 | (A Top Pick March 17/11. Up 9.78%.) Provide e-wallet for online transactions. They service businesses, not consumers. Put up their 1st profitable quarter last summer/fall. They'll continue to grow in the 20%-25% range. Target of $2-$3. | 2012-01-27 |
| James Hodgins | TOP PICK | Innovative Composites | IC-X | 0.750 | Hydro forming plastics technology patent was bought from Magna (MG-T) and is being used to manufacture low-cost modular shelters, which solves all the issues of deterioration, flame retardant, pest controlled and water leakage. Won a $60 million contract for shelters in Haiti and are in the process of bidding with the Clinton Global Initiative on a $4 billion contract. Recently won a contract in Brazil for low-cost housing. Target of $2-$3. | 2012-01-27 |
| Jeff Parent | TOP PICK | General Electric | GE-N | 19.070 | Has been dead money for years and looks like it is starting to move up again. Goes the way of the US markets. He likes it a lot. Moving above all the moving averages. Nice and liquid and you should hold it. | 2012-01-26 |
| Jeff Parent | TOP PICK | Softchoice Corp. | SO-T | 11.320 | Came out with good earnings. Very long time trading at a very steady price ($8). Now we are at $11. It based for a long time and will break out for a long time. | 2012-01-26 |
| Jeff Parent | TOP PICK | Madalena Ventures | MVN-X | 1.130 | Had a fade back to below the $1 level. Huge rally and then a new high. This is the sort of thing you want to see. H would take profits around a $1.50 or get our below $1. | 2012-01-26 |
| Stan Wong | TOP PICK | Cisco | CSCO-Q | 19.830 | Regaining market share. Broken above the 200 day moving average at couple of months ago and the 50 day is now above the 200 day, which is a very solid signal. Trading at around 11X forward earnings with a 9%-10% long term growth rate. There will continue to be growth in net work traffic and band width usage. | 2012-01-26 |
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| Stan Wong | TOP PICK | iShares MSCI Emerging Market ETF | EEM-N | 42.140 | MSCI Emerging Market ETF. Brazil is up 11%, India is up 10% and (?) is up 5% so far this year. There are a couple of catalysts in emerging markets. Monetary policy is easing in certain areas. Inflation is coming down. China looks like it is going for a soft landing. | 2012-01-26 |
| Stan Wong | TOP PICK | Mastercard Inc. | MA-N | 347.830 | Very strong global brand. Expecting earnings momentum to continue. Has international expansion. Consumer continues to be very resilient. There is growth in debit and prepaid cards. Trading at about 18X forward earnings. Long-term growth is probably 17%-18%. | 2012-01-26 |
| Michele Robitaille | TOP PICK | Peyto Exploration & Develop. | PEY-T | 20.170 | One of the lowest cost producers in the basin. Looking for a 30% growth in production. Fantastic record in creating shareholder value. | 2012-01-25 |
| Michele Robitaille | TOP PICK | Pembina Pipeline Corp | PPL-T | 26.620 | Just announced they are acquiring Provident Energy (PVE-T), which is a fantastic transaction for them. This is an area that will only continue to grow. | 2012-01-25 |
| Michele Robitaille | TOP PICK | Toronto Dominion | TD-T | 78.730 | Banks were pretty much laggards last year because of concerns about Europe. This is the strongest of the Canadian banks. Have the strongest retail franchise. Have some grows from their credit card or followed all the acquired. US platform is probably the strongest of the Canadian banks. | 2012-01-25 |
| Peter Brieger | TOP PICK | Bonavista Energy Corp | BNP-T | 22.800 | Bought yesterday. Likes the nat. gas story long-term. If gas heads for $1.50, the shut-ins will kick in. 6% dividend. | 2012-01-25 |
| Peter Brieger | TOP PICK | Central Fund of Canada Ltd (A) | CEF.A-T | 22.490 | Gold/Silver play. Believes in diversifying between the two metals. No futures contracts so you are getting the pure goods. Believes gold will become part of the new world financial system. It is a currency and there is no liability. Highly attractive. Feels gold will go higher. | 2012-01-25 |
| Peter Brieger | TOP PICK | Scorpio Gold Corp. | SGN-X | 0.910 | Chairman has bumped production rate for this year and it could produce 50-60 cents per share. Before buying it, realize only two people covering it. He is very bullish on it. | 2012-01-25 |
| Dennis Da Silva | TOP PICK | Progress Energy Resources Corp | PRQ-T | 10.990 | He believes we are seeing a very firm bottom for nat. gas prices. This is a premier deep basin player. Has owned for a couple of decades. This is the top take-out candidate if someone wanted exposure to deep basin wells. | 2012-01-24 |
| Dennis Da Silva | TOP PICK | Tourmaline Oil Corp | TOU-T | 23.360 | Nat Gas star. Cream of the crop if you look at management teams. You can see where it was when gas was in the $3 range. | 2012-01-24 |
| Dennis Da Silva | TOP PICK | Continental Gold Limited | CNL-T | 8.300 | Important to focus on gold side in high-grade companies. Look for exploration results through out the year. Could be a double. Under $900 an oz cost. Things are moving fast with this name and under a billion market cap. so easy to take out. Well run company. | 2012-01-24 |
| Eric Nuttall | TOP PICK | Trican Well Service Ltd. | TCW-T | 16.450 | Suffering from weak nat gas. Thinks it should not affect it. Canadian margins are remaining strong. An absolute essential service. This stocks hold, at some time, should trade at 5 times current multiple. | 2012-01-24 |
| Eric Nuttall | TOP PICK | Painted Pony Petroleum | PPY.A-X | 8.680 | Thrashed this month. Could be short-term headwinds, but this is the number one takeout target. Trading at a discount. Balance sheet concerns, so he thinks they will cut cap-x in half. Tip toe in. | 2012-01-24 |
| Eric Nuttall | TOP PICK | Legacy Oil + Gas Inc. | LEG-T | 11.950 | Un-booked reserves plus upside. Balance sheet concerns are over blown. | 2012-01-24 |
| John DeGoey | TOP PICK | Vanguard MSCI U.S. Broad Mkt ETF | VUS-T | 26.270 | Vanguard MSCI U.S. Broad Mkt ETF. Gives you broad exposure to US stocks. Cheap. Broadly diversified and tax effective. | 2012-01-23 |
| John DeGoey | TOP PICK | Vanguard MSCI Emerg. Mkt. ETF | VEE-T | 25.450 | MSCI Emerging Mkt. ETF. Emerging markets are now about 9% of the worlds stock market capitalization | 2012-01-23 |
| John DeGoey | TOP PICK | Vanguard MSCI EAFE Index ETF | VEF-T | 25.160 | MSCI EAFE Index ETF. (Europe, Asia and Far East) Currency hedged. Very cheap and you are getting hundreds of stocks from all around the world. Broadly diversified and tax effective. | 2012-01-23 |
| Michael Sprung | TOP PICK | Encana Corp | ECA-T | 19.000 | Severely undervalued. Natural gas prices have created a selloff, which he feels has been overdone. Nice dividend. Have some of the best properties in North America for natural gas resource development. Well-managed. 3-5 year outlook for this. | 2012-01-23 |
| Michael Sprung | TOP PICK | North West Company | NWC-T | 19.920 | Retailer in northern communities. Delivers fairly consistent results even in today's environment. | 2012-01-23 |
| Michael Sprung | TOP PICK | Viterra Inc | VT-T | 10.320 | Doesn't feel the market appreciates the structural changes that are going on in the industry with the demise of the Canadian Wheat Board. Expect that grain handling margins will be going up because of this. Lately there have been stronger fertilizer volumes. | 2012-01-23 |
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| David Cockfield | TOP PICK | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Sprott Gold Bullion Fund. Low management cost. Pure gold fund. Held up well in this market and outperformed gold stocks in recent times and he things this will be the pattern going forward. | 2012-01-20 |
| David Cockfield | TOP PICK | Bell Aliant | BA-T | 28.070 | Slow and steady and a nice dividend. Doing well in their market area. A good, reasonable income producing stock. Best dividend of any Telco stock. | 2012-01-20 |
| David Cockfield | TOP PICK | Claymore Advantage High Yield Bond ETF | CHB-T | 20.360 | High yield corporate bond ETF. Yield is close to 7%. Lots of diversification. If interest rates look like they are starting to go up, you exit quickly. | 2012-01-20 |
| Karl Berger | TOP PICK | Luxottica | LUX-N | 30.830 | Sunglasses. Italian domiciled company and get about 25% of revenues from European operations and the rest from outside of Europe. Have done fairly well through recessionary times. If spending gets back up to luxury levels, they should do even better. | 2012-01-20 |
| Karl Berger | TOP PICK | CML Healthcare | CLC-T | 10.440 | Lab testing and medical imaging. Nice demographics in the healthcare space as the population ages. Sold their US holdings. Solid dividend yield, which they can grow fairly dramatically over the next little while. 7% plus yield. | 2012-01-20 |
| Karl Berger | TOP PICK | Giant Manufacturing | 9921-TW | 0.000 | (Taiwan exchange.) One of the largest manufacturers of bicycles and E-Bikes (electric bikes) globally. Need a little bit of economic growth in order to fully realize the potential for this company. Well positioned with regards to the Chinese market. Biggest risk would be input costs. | 2012-01-20 |
| Hap Sneddon | TOP PICK | Enbridge | ENB-T | 36.580 | Chart shows a strong uptrend from early 2009. Feels that with the Keystone problems, this is going to be a net beneficiary. | 2012-01-19 |
| Hap Sneddon | TOP PICK | SNC-Lavalin Group Inc. | SNC-T | 54.540 | In a good space and the risk/reward is pretty good. Recently broke out of a base at around $49 and could come back to that. Good management. | 2012-01-19 |
| Hap Sneddon | TOP PICK | PowerShares DB U.S.$ Bull ETF | UUP-N | 22.350 | DB U.S.$ Bull ETF. Measures the US$ against a basket of currencies. Downtrend has been broken and now has an uptrend so risk/reward is really good. | 2012-01-19 |
| Norman Levine | TOP PICK | Badger Daylighting | BAD-T | 22.300 | Use high-pressure water to move earth where you can’t use a shovel. Pipelines and Utilities use them. Headquartered in Alberta where they are dominant but growth is in US. Huge growth ahead of them and good dividend. Management almost sold the company last year but an investor group stopped it because they were undervaluing it. | 2012-01-19 |
| Norman Levine | TOP PICK | ABB Ltd. | ABB-N | 21.400 | (Top Pick Jan 26/11, Down 10.29%) Headquartered in Switzerland, but most business is elsewhere in the world, especially in developing markets.. Factory automation and energy infrastructure like transmission. In North America the wires are ancient and out-dated and badly need upgrading. Great growth, 3-1/2% yield. | 2012-01-19 |
| Norman Levine | TOP PICK | BB&T Corp. | BBT-N | 27.120 | First time he has ever recommended a US bank in this show. Just bought it last week. North Carolina – southeast mostly, 9th biggest bank in US. Yield is about 2.3% and he sees it growing. Loan growth is about 6%. TARP was force on them but they didn’t need it and paid it back within 7 months. Loan growth about 6%. Conservatively and well run bank. | 2012-01-19 |
| Paul Gardner | TOP PICK | Yellow Media Inc | YLO-T | 0.200 | 7.3% bond maturing in 2015. The big issue is, is it a bankrupt company? They still have free cash flow of about $300 million and they know they have to quickly pay down debt. Thinks there's no value in the equity and very little value in the preferreds but there is some decent value in the debt. | 2012-01-18 |
| Paul Gardner | TOP PICK | Mainstreet Equity Corp | MEQ-T | 22.500 | They acquire underperforming apartment buildings in Alberta. They reposition CapX into apartments and re-rent them out. Management is internalized and they own 30% of the company. Probably worth closer to $32-$35. Very cheap. Get their funding from CMHC which is the cheapest way to do it. | 2012-01-18 |
| Paul Gardner | TOP PICK | BTB Real Estate Investment Trust | BTB.UN-X | 0.930 | (A Top Pick Jan 18/11. Up 12.98%.) Diversified into office and retail. Focused in Québec. Healthy 8.5% yield. Now have liquidity so will be saving a lot of interest expense. The rate at 11X AFFO, which is not unreasonable. Could be a takeout target. | 2012-01-18 |
| Sandy McIntyre | TOP PICK | McKesson Corp | MCK-N | 75.970 | Medical devices that are used in nondiscretionary procedures. Has a lot of confidence in the business. Aging demographics makes this a growth industry. | 2012-01-18 |
| Sandy McIntyre | TOP PICK | Wells Fargo | WFC-N | 30.240 | Super regional, well-run bank. Some of the US housing market is turning and stabilized. Has always being conservatively run. Payout ratio of about 16%-17%. Sees an opportunity for dividend growth eventually. | 2012-01-18 |
| Sandy McIntyre | TOP PICK | Visa Inc. | V-N | 103.780 | Fantastic chart that goes from lower left to upper right with relatively good growth and return on assets, return on equity. Low payout ratio for dividend. Dividend has a decent opportunity to grow. | 2012-01-18 |
| Benj Gallander | TOP PICK | ATS Automation | ATA-T | 6.310 | The only problem they have is the photo op operation in France. It has now gone into bankruptcy and they have taken huge write-offs on it. Thinks there will be more problems with it going forward. Management thinks that in the next 6 months it will be done. Have a tremendous backlog. Profitable after the write-downs. Potentially a $20 stock. | 2012-01-17 |
| Benj Gallander | TOP PICK | Flextronic International | FLEX-Q | 6.210 | Has over $30 billion in revenues. Good balance sheet. Have $2 billion in debt. Have made money in the last 2 years. Can see it going over $20. Has a lot of potential. | 2012-01-17 |
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| Benj Gallander | TOP PICK | TeamStaff Inc | TSTF-Q | 2.190 | Staffing in healthcare sector. Revenues have been North of $40 million for years but have had losses of over $4 million for years. New CEO 2 years ago decided to take on bigger contracts with higher margins. That seems to be working. Have taken on 2 contracts that are than $125 million. There are some negatives that have to be looked at. One major insider has sold a lot of shares. Can see it tripling from here. | 2012-01-17 |
| James West | TOP PICK | Prophecy Coal Corp. | PCY-T | 0.455 | Just issued news release announcing feasibility study for a Mongolian power facility right at the mouth of their coal mine. They have their own customer in themselves. It is a self-fulfilling prophecy. Already lined up the majority of the debt financing. No issue on equity side. Power generation going into production about 2016. | 2012-01-17 |
| James West | TOP PICK | Bama Gold | BMA-X | 0.260 | Significant drilling in the past. Classic West Africa open pit mine. Great entry level and will do some great things when they start drilling in a couple of months. | 2012-01-17 |
| James West | TOP PICK | Foundation Resources | FDN-X | 0.135 | You are paying about $7 in the ground per ounce. Winter drill program underway right now. Could just continue to add oz. Just outside of Thunder Bay. | 2012-01-17 |
| Barry Schwartz | TOP PICK | Astral Media | ACM.A-T | 35.200 | Likes companies that have low valuations, great history of rising dividends and potential for double digit earnings growth in the coming year. This company’s earnings have been growing. Probably trading at 10X earnings. The only media stock left that doesn't have a partner. Really excited about their new product HBOGO that competes with Netflix. | 2012-01-16 |
| Barry Schwartz | TOP PICK | Methanex Corp | MX-T | 26.380 | Likes companies that have low valuations, great history of rising dividends and potential for double digit earnings growth in the coming year. Great play on natural gas and oil. Methanol prices seem to track oil prices and requires natural gas for production. Would look for this company to be very active this year and possibly moving some of their assets from Chile to BC. A lot of demand out of Asia. | 2012-01-16 |
| Barry Schwartz | TOP PICK | Teva Pharmaceutical | TEVA-Q | 44.550 | Likes companies that have low valuations, great history of rising dividends and potential for double digit earnings growth in the coming year. Thinks it will earn $5.50 in 2012. Trading at 8X earnings. Raised its dividends 12 years in a row. Thinks they will be very active looking to acquire big quality branded orphan drugs. | 2012-01-16 |
| Jason Donville | TOP PICK | Paladin Labs Inc | PLB-T | 43.050 | Pharmaceuticals, so very defensive earnings. Have to grow 15% annually before management gets bonuses. Long term track record is excellent. Great management. | 2012-01-16 |
| Jason Donville | TOP PICK | Carfinco Financial Group | CFN-T | 7.000 | Car Loans. Both growth and dividends. (5.4% yield.) Payout ratio is only 35%-40%. Expect there will be a dividend hike some time between now and mid-year again, which should take the stock higher. | 2012-01-16 |
| Jason Donville | TOP PICK | Constellation Software Inc. | CSU-T | 84.500 | Own about 45 different software businesses globally. Recently doubled their dividend. Has phenomenal free cash flow. | 2012-01-16 |
| Gavin Graham | TOP PICK | Bank of Nova Scotia | BNS-T | 52.070 | "The" international Cdn bank. Over a third of its earnings out of Latin America and Asia. Just acquired the 5th biggest bank in Colombia for $1 billion. Lowest cost in terms of expense ratios. Raised its dividend 6%. | 2012-01-13 |
| Gavin Graham | TOP PICK | Diageo PLC | DEO-N | 85.320 | Holds many famous liquor brands. A third of its earnings are from emerging markets want to get to 50% in the next few years. Decent growth in sales and Operating Cash Flow of about 5% for the year through June. Raised its dividend 6%. 5% yield. | 2012-01-13 |
| Gavin Graham | TOP PICK | Energold Drilling Corp. | EGD-X | 4.770 | Manufacture mining drill rigs. Just acquired a small oil/gas drilling business, mostly in the US. Of the 126 drills they have, almost all of them are gold drilling. Meters they have drilled has gone from 240,000 to 450,000 in the 9 months to September. Earnings have exploded. Put all their cash flow into building new rigs. $25 million cash in the balance sheet. | 2012-01-13 |
| Irwin Michael | TOP PICK | Martinrea | MRE-T | 7.610 | Profitable. Good management. The average car on the road today is 10.2 years old so there has been a lot of pent-up demand for autos and hopefully with a better economy and better psychology, there will be a lot of positive news for automobile companies. In January 2011 they acquired a German auto parts manufacturer for about $.18 on the dollar. Could see it easily trading in the double digits. | 2012-01-13 |
| Irwin Michael | TOP PICK | Com Dev International Ltd. | CDV-T | 2.060 | Trading below NAV and tangible Book. Had a lot of problems with 5 government contracts. They have the Exact Earth division where they have the software that goes on a satellite and is able to cross the Earth several times a day, which will be increasing. This division should break even this year. | 2012-01-13 |
| Irwin Michael | TOP PICK | Strad Energy Services | SDY-T | 4.350 | Oil services company. Provides services and rental equipment. Good management. Very cheap at slightly above BV. Expect they will earn at least $.50 this year and more next year. With oil at $100, a lot of the service companies will do quite well. Just sold one of their low-margin businesses. Expect their margins to be 25% plus. | 2012-01-13 |
| Douglas Kee | TOP PICK | Altagas Ltd | ALA-T | 29.280 | A new position for them. Sold Transalta because there is more dividend potential with ALA. By 2014 he expects dividend growth to increase from 5% per year to somewhere as much as 10% per year. | 2012-01-12 |
| Douglas Kee | TOP PICK | Bank of Nova Scotia | BNS-T | 52.200 | (Top Pick Dec 21/10, Down 3,28%) Favourite Canadian Bank. He continues to buy the banks. BNS is a low cost producer and longer term in the wealth management and international it will work out. International has larger margins. There was some dilution going on with their expansion of the wealth management division. | 2012-01-12 |
| Douglas Kee | TOP PICK | Canadian National R.R. | CNR-T | 79.300 | Would rather stick with low cost producer, which is CN even if CEO goes to CP. | 2012-01-12 |
| Laura Wallace | TOP PICK | Rogers Communcations (B) | RCI.B-T | 38.730 | Likes the cell phone business. It under performed T and BCE. Thinks there will be more consolidation among new players. RCI is well positioned for it. | 2012-01-12 |
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| Laura Wallace | TOP PICK | RioCan Real Estate Investment | REI.UN-T | 26.540 | Best in class, record of increasing payout. Bring outlet malls to Canada. Lots of opportunities in the US. American retailers are discovering retailers. Target will be very beneficial to Reocan. Very attractive distribution. | 2012-01-12 |
