Recent Top Picks by Experts http://www.stockchase.com Enterprise content management. Cheap. Blew away earnings last week. Could get bought out at some point. Levered very well into corporate spending. Have some great partnerships including IBM (IBM-N), Oracle (ORCL-Q) and SAP (SAP-N). Valuation is about 10X earnings, which is relatively cheap. Could easily trade act $70-$80. http://www.stockchase.com/Company-sl--slq-ID-slv-Open--Text.php Pressure pumpers like this had been under a way more pressure because of the worried about shale gas. Earnings are going through the roof. Trading at 3 to 4 times cash flow. Day rates are high and utilization is high. http://www.stockchase.com/Company-sl--slq-ID-slv-Calfrac--Well--Services--Ltd.php Likes the copper stocks, doesn't matter which one. This one has had a move off the bottom. Good project portfolios. http://www.stockchase.com/Company-sl--slq-ID-slv-Lundin--Mining--Corp..php Sold some African mines where they were not the operators. Now sitting on $1 billion in cash, $5 a share. This gives you safety. Have a rare earth deposit in Québec where they have just drilled and created $2 of value. Really good production growth. http://www.stockchase.com/Company-sl--slq-ID-slv-Iamgold--Corp.php Keystone has now come out of the valuation but he thinks it will come although it will take a couple of years. 4% yield. Good entry point. http://www.stockchase.com/Company-sl--slq-ID-slv-Trans--Canada--Corp.php Has pulled back and he believes was mis-valued as a gas stock. Have huge natural gas liquids growth coming. Probably the best growth in BOEs per day in the next 3-5 years of any stock in Canada. Could be $50 in a year. http://www.stockchase.com/Company-sl--slq-ID-slv-Paramount--Resources.php Under followed. 90% owned by Maple Leaf Foods who may buy out 10% minority shareholder. New facility will lead to greater volumes over next couple of years. Stable business. Good dividend and will grow significantly. http://www.stockchase.com/Company-sl--slq-ID-slv-Canada--Bread--Co..php Facebook IPO is a catalyst. Will highlight how cheap Google is. Growing social media business. http://www.stockchase.com/Company-sl--slq-ID-slv-Google.php Likes US auto business. Shares were really depressed. Still well below traditional average of sales in US. The US Fleet is old and a replacement cycle is going on. http://www.stockchase.com/Company-sl--slq-ID-slv-Ford--Motor.php The uncertainty with Maple goes on, extended for another month. He hopes it happens but if it doesn't, is perfectly happy with the admirable management. If this doesn't go through, they could be looking at Australia as well. http://www.stockchase.com/Company-sl--slq-ID-slv-TSX--Group.php REIT. If you believe that Germany is going to continue to be a powerful country and if you believe in the euro dollar, then you can speculate on this rather nicely. Close to 8% yield. $1 billion of assets and the ability to diversify. http://www.stockchase.com/Company-sl--slq-ID-slv-Dundee--International--REIT.php There are lots of reasons why this company should be coming out with lots of good news. http://www.stockchase.com/Company-sl--slq-ID-slv-Research--In--Motion.php About 70% of revenue is from outsourcing and 30% is systems integration and project work, which tends to be a bit more cyclical. Outsourcing is very defensive because you typically have long term contracts and very good visibility. Just reported an excellent quarter in bookings. Backlog is over $13 billion. Stock pulled back a little because of fears of weaker orders from US government. Trading at about 12.2X forward earnings. Have consistently brought back stock. http://www.stockchase.com/Company-sl--slq-ID-slv-CGI--Group--(A).php Best run railroad company in North America. Doesn't expect any pressure from Canadian Pacific (CP-T) which will be focusing on internal operating metrics. Expects CN to continue improving their operating ratio, which is currently under 64%. Always increases its dividend. Trading at a discount to CP. http://www.stockchase.com/Company-sl--slq-ID-slv-Canadian--National--R.R..php The Bow in Calgary is essentially almost complete and should have full occupancy by year-end. Save, defensive, high-quality REIT. Over 98% occupancy so has good earnings visibility and she knows that 4.7% distributions will be increasing as occupancy ramps up. http://www.stockchase.com/Company-sl--slq-ID-slv-H-slandsl-R--Real--Estate--Inv--Trust.php