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| Expert | Implied Signal | Company | Symbol | Price | Opinion | Date Entered |
|---|---|---|---|---|---|---|
| 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 |
| 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 | 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 |
| 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 |
| 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 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 | 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 |
| 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 |
| 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 |
