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Compiling comments that experts make about stocks while on public TV.

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-09-01 TOP PICK Bank-of-Nova-Scotia
BNS-T
Michael Sprung

For all Canadian banks, the diversity of their businesses has balanced them out within the current environment. This one is no different, except that it has more international exposure, and their Canadian operations have more than made up for the weakness. Have one of the strongest capital bases in the banking industry. You are getting a little more ROE for a little bit less money. Dividend yield of 4.70%.

Price:
$0.000
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-09-01 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Michael Sprung

Considers this to be one of the better run production/exploration companies in Canada. Sees them doing more and more with the turnaround at their Horizon facility. At these prices, this is going to be a very, very good buy for the long-term. Dividend yield of 3.25%.

Price:
$0.000
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-09-01 TOP PICK Hudbay-Minerals-Inc.
HBM-T
Michael Sprung

Constancia is coming on more and more as the year progresses. Their recoveries in the latest quarter were well over 60%, as opposed to under 40% in the last quarter. Sees them making improvements in their Canadian mines at 777, Reed and Lalor. This is not only going to be a survivor, but is going to prosper as the cycle improves. Dividend yield of 0.31%.

Price:
$0.000
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-31 TOP PICK Alibaba-Group-Holding
BABA-N
Rick Stuchberry

The numbers are coming in the way he had hoped. He is buying this as a five-year project. They are strategic in what is going to happen in China, and he thinks China is going to be good, not bad. As you convert into a consumer driven economy, as the Chinese are doing, this company is strategically placed for when the Chinese consumer does well. They are very big and mobile.

Price:
$66.120
Subject:
CANADIAN LARGE & ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-31 TOP PICK General-Electric
GE-N
Rick Stuchberry

They are getting back to their core business. A big industrial leader. They make hydro turbines, jet engines, etc. Getting out of the money business, which is hugely competitive. Dividend yield of 3.71%.

Price:
$24.820
Subject:
CANADIAN LARGE & ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-31 TOP PICK American-Hotel-Income-Properties
HOT.UN-T
James Hodgins

Many hotels have guaranteed contracts from rail companies.  They have some rooms with over 100% occupancy because of rail shifts.  They are all in the US and their income is in US dollars, but dividends are all in Canadian dollars.  The payout he thinks will go to 60% next year and will prompt a 10% dividend hike.  9% yield.

Price:
$9.990
Subject:
SMALL & MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
Yes
2015-08-31 TOP PICK Merus-Labs-International
MSL-T
James Hodgins

(Top Pick Oct 17/14, Up 47.97%) It is his favourite by far.  Sometimes it is about betting on the right horse.  The CEO grew his previous company 5 times.  The company sold off last announcement for a bogus reason related to impact from distributors.

Price:
$2.380
Subject:
SMALL & MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
Yes
2015-08-31 TOP PICK Starbucks
SBUX-Q
Rick Stuchberry

Fundamentals are solid. A very well-run operation. They seem to be able to keep ahead of the technology. They invent something to reduce line-ups and they invent new products that people want to have. Internationally they are really exploding. Dividend yield of 1.17%.

Price:
$54.710
Subject:
CANADIAN LARGE & ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-31 TOP PICK Titanium-Transportation-Group-Inc.
TTR-X
James Hodgins

Recently went public.  He really likes it.  It has been weak like every offering this summer.  He was looking for those that use the proceeds for positive change.  They are buying two more trucks and plan to look for more acquisitions.  He thinks that could happen pretty quickly.  They have shown acquisitions to be accretive within 6 months in the past.  He thinks you will get a 30% Return over the next year.

Price:
$2.950
Subject:
SMALL & MID-CAP
Bias:
BEAR on COMMODITIES
Owned:
Yes
2015-08-28 TOP PICK Apple
AAPL-Q
Don Lato

Couldn’t resist using this as a Top Pick with the price in the $112 area. Stock sold off because of fears of China and their exposure, which is not insignificant.  CEO commented this week that they are expanding iPhone sales in China. The Apple App Store in China had its best 2 weeks ever. All those concerns of China may be a little bit overblown. Stock is trading at 11.5X earnings and still the dominant player on the smart phone. IPhone revenues are expected to increase again this quarter. Dividend yield of 1.84%.

Price:
$113.290
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-28 TOP PICK Ag-Growth-International-Inc
AFN-T
Don Lato

Performance year to date on the business side has been pretty good. The problem lies in the next couple of quarters. Due to the wet summer in Western Canada, it has taken its toll on the farmers. They greatly decreased their guidance for the 2nd half of the year. With the wet summer behind it and the better prospects next year, you will see growth in earnings resume next year. Dividend yield of 6.34%.

Price:
$38.220
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-28 TOP PICK Facebook
FB-Q
John O'Connell, CFA

About a 50% growth rate. Hugely profitable. Gross margins and net margins are extremely high. Other than Google (GOOGL-Q), this company has really got mobile and advertising in a tremendous way, and as time goes on, both Google and Facebook are going to continue to grow their advertising revenues. They are just now beginning to monetize Instagram. Investors are completely underestimating how attractive the Instagram model is going to be for corporations to advertise their products.

Price:
$91.010
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-08-28 TOP PICK McDonalds
MCD-N
John O'Connell, CFA

In this environment with a lot of volatility, he likes the 3.53%.dividend support. Thinks the new CEO is going to turn the business around. They say they are getting good traction in China again, and in spite of all the currency headwinds, it is a very strong dynamic franchise. Thinks the company will be much more aggressive regarding its balance sheet and increasing its dividend. Will have a lot more capital discipline in terms of how many stores they own, versus how many stores they franchise.

Price:
$96.250
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-08-28 TOP PICK Royal-Bank
RY-T
John O'Connell, CFA

Trading at around 10X forward earnings. Has an amazing Canadian retail franchise and an amazing Canadian wealth management franchise. Its wealth management franchise in the US is bigger than it is in Canada now. Has an exceptionally strong capital markets franchise. The new CEO really gets technology. Thinks the banks are going to be one of the biggest beneficiaries of technology. It’s a threat for them, but also a huge opportunity to bring down their cost structure. Dividend yield of 4.29%.

Price:
$73.700
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-08-28 TOP PICK Sleep-Country-Canada-Holdings
ZZZ-T
Don Lato

Trading below its IPO price. Stock did very well in its incarnation as an income trust. Trading at 15X earnings. This is a dominant mattress company in Canada. Not a bad yield at just under 2%.

Price:
$15.250
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-27 TOP PICK American-Tower
AMT-N
Michael Bowman

We all love to hate the towers that are out there, but this company owns about 70,000 of them, mostly in the US. They just picked up another 4,000 international towers. Earnings were up about 13% last quarter. They secured another $649 million in acquisitions. There is a consolidation going on in the industry and this company leads the way. The dividend is only 1.89%, so he is looking at it for capital gain. The dividend did increase 29% last quarter and the company has targeted a 20% dividend growth going forward.

Price:
$93.870
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-08-27 TOP PICK Walt-Disney
DIS-N
Stan Wong

The selloff on this began with their cable subscribers being reported to have fallen a bit. However, when you look at their other 3 parts of their business, studios, theme parks and consumer products, those are doing extremely well. They are very integrated company that can produce a film, put it out to TV, sell you a whole bunch of toys, and also put it in their theme parks. These parts override what is happening on the cable side. Cable is only 30% and ESPN is only a fraction of that. Dividend yield of 1.29%.

Price:
$102.170
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-08-27 TOP PICK Facebook
FB-Q
Stan Wong

1.5 billion users, which is part of the thesis of why he owns the stock. It is the best stock to own in the social media space. It gives you the opportunity to accumulate ownership in the world’s largest social media company. They are forecasted to grow their long-term earnings by 25% a year.

Price:
$89.730
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-08-27 TOP PICK iShares-Nasdaq-BioTech-ETF
IBB-Q
Michael Bowman

Everybody should have some biotech in their portfolio. These are companies that develop drugs that help our friends and relatives, and are a very important part of the economy. Extremely volatile. There is probably no other sector out there that will give you such huge potential over such a short period of time. Of the companies with over $500 million market cap, 81% of them are 10% below their 52 week high, and this is a great time to buy it.

Price:
$350.910
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-08-27 TOP PICK Nike-Inc
NKE-N
Michael Bowman

The best performing Dow component this year. They had a very good year last year, which was basically because of the World Cup. It was doubtful that they would outperform on the earnings side this year, but they have. Had some issues in China and he thinks China is going to be the growth area for them. Dividend yield of 1.01%.

Price:
$112.620
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-08-27 TOP PICK UnitedHealth-Group-Inc
UNH-N
Stan Wong

The largest diversified health care services company providing healthcare benefits and assistance to people in the US and Brazil. Positioned to benefit from Obama care and the aging US population. Growth rate relative to its peers is quite strong. They are going to grow in terms of membership because of what is happening with insurance in the US. Dividend yield of 1.7%.

Price:
$117.770
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-08-26 TOP PICK Apple
AAPL-Q
Gordon Reid

Valuation is barely over 10X earnings. $202 billion of cash on a $635 billion market cap. 89% of that cash is offshore and hard to access, but this is a company that is just a cash machine and doing extremely well. The street forever wants to find a fault, and this month it is China. Their growth in China is dramatic, $13 billion last quarter, up 100% year-over-year, but people are worried. He thinks that in 5 years the iWatch will have proven to be so much more revolutionary than the iPhone, iPad or the iPod. It is not a watch, it is a sensory device. It is going to change our lives. Dividend yield of 1.9%.

Price:
$109.690
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-26 TOP PICK Boeing
BA-N
Gordon Reid

The visibility on this is fantastic. They have come through their development stage with the 787, a revolutionary airplane. They have developed the 737MAX and the 770X. These are all airplanes that are designed to be more fuel efficient. Fuel efficiency is golden to airlines. They have over a $5 billion backlog, which is about 7 years of sales. This is a cash flow machine. All they are doing right now is spitting out airplanes and delivering them. Not trading at a high multiple. Dividend yield of 2.81%.

Price:
$129.340
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-26 TOP PICK Badger-Daylighting
BAD-T
Stephen Takacsy, B. Eng, MBA

This is a great company. The biggest fleet of hydro-vac trucks in North America, mostly in Canada initially. Have been growing tremendously in the US over the last few years. Got whacked because they had exposure to the oil/gas industry in Western Canada. Very high margin free cash flow business. They are really targeting the utility and municipal segment, and their reliance on the oil/gas segment has come way down. Dividend yield of 1.89%.

Price:
$19.290
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-26 TOP PICK DirectCash-Payments-Inc
DCI-T
Stephen Takacsy, B. Eng, MBA

Trading at about 5.5X EBITDA for a company with low CapX, high free cash flow and recurring cash flow. They made some acquisitions. The biggest ATM network in Canada and Australia, and the 3rd biggest in England. Through their Threshold acquisition they manage the exchange network which manages transactions at thousands of ATM machines. Dividend yield of 12.12% is sustainable with a payout ratio under 60%. In the next quarter and going forward you are going to be seeing increases year-over-year in profitability.

Price:
$12.590
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-26 TOP PICK La-Z-Boy-Inc.
LZB-N
Gordon Reid

A derivative play on the housing recovery. This company does well when the housing market does well. They are managing their business very well. Not only growing revenue, but are expanding margin. He is expecting about a 250 basis point expansion and margin over the next few years, which will go straight to profits, because it is operating leverage. Dividend yield of 1.17%.

Price:
$27.320
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-26 TOP PICK Ten-Peaks-Coffee-Co
TPK-T
Stephen Takacsy, B. Eng, MBA

In a strong growth position now. Their decaf, which is chemical free and organic, is the only one that can use the words Swiss Water in it. They supply big chains like Tim Hortons and McDonald’s in Canada. They are just starting with McDonald’s USA. There is a whole 3rd wave of specialty coffee retailers developing in the US. They have perfected their technology so that you cannot tell the difference between decaf and caffeinated anymore. They are not able to retain the caffeine and resell it, but if they were ever able to do that, it would be icing on the cake. Thinks they can easily do $10 million EBITDA. A very unique, high margin, high barrier to entry, pre-cash flow generating company, that is going to be building a new plant and doubling its capacity. Dividend yield of 3.29%.

Price:
$8.200
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-25 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Eric Nuttall

The most mispriced oil/gas stock in Canada that he can find. Their proved reserves can produce oil for 10 years. At $55 oil, it is trading at 5.5X its total corporate value relative to cash flow. That means you are getting part of the proved reserves for free, their probable reserves for free and all of their own booked inventory for free. It has never traded as cheaply as it has today. Eliminated people’s major concerns and cut the dividend so it is right sized. He has it being sustainable at about $50-$55 or higher. The cash flow is around 2.5X. Eliminated their DRIP so there is no dilution. Dividend yield of 9.02%.

Price:
$12.790
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
BULLISH on OIL
Owned:
Yes
2015-08-25 TOP PICK CRH-Medical-Corp.
CRH-T
Jason Donville

The best small-cap company in Canada that he can recommend. Great management team. 9X 2016 earnings. 31% ROE. He is very comfortable in saying that in 5 years it will be a $25 stock.

Price:
$3.930
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-25 TOP PICK MTY-Food-Group
MTY-T
Jason Donville

Has ROE every year of 20%, very consistent. Not much of any leverage in the business, and very little economic sensitivity. Extremely well-managed. Trading at 14X 2016 earnings, which is really cheap for this kind of growth. Dividend yield of 1.23%.

Price:
$32.670
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-25 TOP PICK Northern-Blizzard-Resources-INC
NBZ-T
Eric Nuttall

Has fallen from $18 and he started buying at around $4. This company is 60% hedged on oil production next year, close to $80. Debt to cash flow is below 3X using Strip pricing. Have no debt maturity until 2022. Recently cut the dividend by 50%, and current yield is around 14%. Doesn’t see that being cut anytime soon. They are 100% Saskatchewan, so you have no exposure to the NDP uncertainty.

Price:
$3.680
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
BULLISH on OIL
Owned:
Yes
2015-08-25 TOP PICK Torc-Oil--and--Gas-Ltd
TOG-T
Eric Nuttall

Doesn’t view the dividend as likely to being cut. Even if it is, the stock has been pounded so badly that he feels the stock would rally, not go down. Relative to its proved reserves, it is trading at around 6X cash flow and has never traded this cheaply. Its proved reserve life is around 9, so you are getting the proved reserves for free. Dividend yield of 11.3%.

Price:
$4.750
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
BULLISH on OIL
Owned:
Yes
2015-08-25 TOP PICK Valeant-Pharmaceuticals
VRX-T
Jason Donville

Has taken on a lot of debt to fuel its acquisitions. This is run by business development people who are backed by really good operators, which will take it the next step higher. Track record is outstanding. There is no economic sensitivity to the consumption of pharmaceuticals, eye care products, etc. Trading at only 14X 2016 earnings, which is cheap for a high-quality large cap growth stock.

Price:
$293.790
Subject:
GROWTH STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-24 TOP PICK CASH
CASH
Keith Richards

(A Top Pick July 14/15.) He is holding about 50% in cash and is not ready to deploy that yet. Seasonally, August and September can be a little bit crummy on the market. There are a lot of great stocks, but he waits for the overall market to signal.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-08-24 TOP PICK Canadian-National-R.R.
CNR-T
Peter Brieger

Grain and fertilizers are 15.8% of their business. Coal is 4.1%, forest products are 13.6%, energy is 19.8%, automobiles 9.2%, metals are 12.6%, intermodal is 23.3% and diversified is 5.5%. Even in the face of a slowdown in volumes, it has managed a price increase, reacted very quickly by putting a freeze on hiring, and retired 200 locomotives and 10,000 railcars. They still produced a record 56.4% operating ratio.

Price:
$72.740
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-08-24 TOP PICK iShares-Global-Agriculture-ETF
COW-T
Keith Richards

(A Top Pick July 14/15. Down 8.02%.) Chart is showing a classic uptrend. Volatility has been low. Seasonally, agricultures tend to move between now and the end of the year. It has a pretty good mix.

Price:
$31.020
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-08-24 TOP PICK Manulife-Financial
MFC-T
Peter Brieger

Down 21.3% from its high, well beyond the decline of the TSX. Growth rate and consensus earnings per share is 19% this year, 16% next year and 13% the year after. A far greater discount than it should be. Its 3 major divisions are Asia, the US and Canada. Asia, 27% of its business, is up year-over-year at 23%. Wealth management, 33% of the business, is up 31%. Canadian business is 33% of its business and is up 31%. US is 36% of its business and is up only 1%. Dividend yield of 3.49%.

Price:
$19.950
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-08-24 TOP PICK Toronto-Dominion
TD-T
Peter Brieger

Down 15.4% from its high. The discount on this is far too great, even taking into account the banks headwinds in Canada of real estate and oil. The opportunity for their US division to increase their mortgage exposure is tremendous. They are the exclusive distributor for Nordstrom retailer credit cards. Dividend yield of 4.18%.

Price:
$49.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-08-24 TOP PICK SPDR-Utilities-E.T.F.
XLU-N
Keith Richards

This is a boring position and he doesn’t expect a lot of upside, but also doesn’t expect a lot of downside. Thinks if you were to look at this position a month or 2 from now, you will find it more or less at a similar price. He expects it to be flat but to earn a dividend on it.

Price:
$43.370
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-08-21 TOP PICK Aecon-Group-Inc
ARE-T
Hap (Robert) Sneddon FCSI

Just had a fantastic quarter, which sets up a nice trend for the remainder of the year. One thing that is really positive is that all of their infrastructure stuff is kicking on all cylinders. He is looking for a target at one of the old highs at about $17. Good risk/reward.

Price:
$11.950
Subject:
TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION
Bias:
BEAR
Owned:
Yes
2015-08-21 TOP PICK Emera-Inc
EMA-T
Hap (Robert) Sneddon FCSI

Just blew away a quarter which was fantastic. Raised their dividend with a 21% increase. This is in a great sector. Had a little bit of a break out recently. Fantastic business and really well run.

Price:
$43.400
Subject:
TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION
Bias:
BEAR
Owned:
Yes
2015-08-21 TOP PICK Home-Depot
HD-N
Cameron Hurst

It is cyclical. Pump prices and jobs are all favouring home improvement. People are now getting around to discretionary home improvement from after the last crash. Posted a phenomenal quarter with buybacks in place. Dividend $0.59 Yield is 1.99% Estimated P/E: 22.32 Doing everything right.

Price:
$116.160
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2015-08-21 TOP PICK iShares-Trust-Dow-Jones-U.S.-Telecom-Sector-Fund
IYZ-N
Hap (Robert) Sneddon FCSI

In a really good space. Seasonality is coming up for it and it is happening a little bit early. Risk/reward is really good. Chart shows a couple of places where support will come in. If it breaks above the $30 level, it would be really positive. Has a target of $35.50.

Price:
$28.850
Subject:
TECHNICAL ANALYSIS & TACTICAL ASSET ALLOCATION
Bias:
BEAR
Owned:
Yes
2015-08-21 TOP PICK Monster-Beverage-Corp
MNST-Q
Cameron Hurst

Energy Drink maker.  Growth market, dominant market share, Coke a year ago took a stake in it of 17 billion, which has just recently closed. They are cash rich, with lots of capital action coming.  You are getting both a revenue line, and a share buy back which is great.  Feels that it has secular growth behind it.   Right now, as an individual he wouldn't invest, and would let the market shake out first.

Price:
$138.910
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2015-08-21 TOP PICK UnitedHealth-Group-Inc
UNH-N
Cameron Hurst

Largest health medicare contractor in the US. More healthcare will be needed in the future. The stock never seems to get ahead of itself. Sees more acquisitions coming. Solid management. Not going for home runs, all singles and doubles, which he really likes.

Price:
$116.280
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2015-08-20 TOP PICK Element-Financial
EFN-T
Paul Harris, CFA

Certainly worth a lot more than what it is today. Trading at only about 12 or 13 times earnings, so not expensive. It doesn’t pay a yield, but he expects there will be one in the next 3-6 months. Acquired GE’s (GE-N) fleet management business and that is really the core of their business. They are going to sell off some of the non-core parts which are in Australia and maybe Mexico. He can see good organic growth and growth by acquisition.

Price:
$18.890
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-20 TOP PICK Firstservice-Corp
FSV-T
Paul Harris, CFA

A property management and service company. 92% of their revenue comes from the US. Trading at about 22X earnings. He likes it because there is good organic growth. A very fragmented industry. They are the largest and only have 5% of the total pie, so they can do a lot of growth by acquisition over the next several years. Also have some other services that can grow. When you have a property management deal, a lot of that is recurring revenue, and they are in long-term contracts. Dividend yield of 1.17%.

Price:
$42.230
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-20 TOP PICK Fortis-Inc.
FTS-T
Ross Healy

It has fallen down to its usual long term low and has a nice yield.  It is a peculiar play.  Any expectations of rising interest rates are in the 5-10 year area and these get valued off long term interest rates.  This is a steady and long term grower.  You won’t hit it out of the park, but you get a decent dividend and capital growth.

Price:
$37.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2015-08-20 TOP PICK Great-West-Lifeco
GWO-T
Ross Healy

The stock is getting quite cheap on a comparative basis and has quite a good upside potential.  He is going with the value stock in this sector.  This is a laggard.

Price:
$34.110
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2015-08-20 TOP PICK Laurentian-Bank
LB-T
Ross Healy

Very, Very cheap, huge discount to book value.  If you look at historical lows since 2009 other than the knife slices down, this one is there.  It is a lovely trading range that it has been stuck in for a long time.  If you get 25% of capital appreciation plus the dividend you would have a very nice year.

Price:
$46.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2015-08-20 TOP PICK Toronto-Dominion
TD-T
Paul Harris, CFA

Has a great franchise and it is not expensive, trading at about 11.5-12 times earnings. One of the few banks in Canada that has actually developed a franchise in the US. Have also done some very good acquisitions. Dividend yield of 4.01%.

Price:
$50.910
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-19 TOP PICK American-Financial-Group-Inc.
AFG-N
Norman Levine

Specialty property/casualty insuring for niche markets, where there is not as much competition. Probably one of the most profitable insurance companies globally. About 94% of their investments are in bonds, mostly investment grade, so they’ll be a major beneficiary when interest rates go up.  Raises its dividend every year and have paid special dividends in the last 3 years. Dividend yield of 1.37%.

Price:
$73.370
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-08-19 TOP PICK Inspira-Financial-Inc
LND-X
Bruce Campbell (2)

Does cash flow loans to doctors in the US. Have grown their loan book from a standing start 9 months ago to more than $40 million. Thinks it will be a rollup and there will be some acquisitions made. Fairly cheap and they have a lot of cash on the books right now. Management has said they can take their loan book to $500 million without raising any stock.

Price:
$0.145
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-08-19 TOP PICK NYX-Gaming-Group-Ltd
NYX-X
Bruce Campbell (2)

This company builds the games. A spin-out from Amaya (AYA-T). In the process right now of rationalizing everything. Amaya didn’t spend a whole lot of money on a lot of those games, so this company is going to really revamp and build up some of those games. Have a large and really strong loyalty with their customers, so they will build that up. Really cheap. Did an equity issue where the IPO was higher than where it is now, and then they did an equity issue to pay for their most recent acquisition. The stock is down significantly on no news and they will be reporting their earnings next week. Doesn’t expect a whole lot from those earnings because the Cryptologic assets are not in there yet. Will probably see management give some indication on what they think their business is going to do. Stock could double from here. Management owns a big stake.

Price:
$2.550
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-08-19 TOP PICK Perk.com-Inc
PER-T
Bruce Campbell (2)

They have figured out a way to get people, particularly millennials, to watch the ads on videos, such as YouTube and get paid points to do that. They can then convert those points either into online credits or cash. The company is profitable and have a growing cash flow. Now that they have raised this money, it is going to allow them to expand and really push their business to bigger levels.

Price:
$4.950
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-08-19 TOP PICK Pentair-PLC--Ireland-
PNR-N
Norman Levine

Likes the water processing business and had owned Pall Corp (PLL-N), but another company is taking it over. He still wants to be in water processing. This one is incorporated in Ireland. For tax purposes it is out of the UK, but is actually run out of Minneapolis. They make pumps, valves, infiltration equipment, flow measurements, etc. Has traded at a premium multiple for most of its existence, but because most of its business is outside of the US, the US$ is hurting it. Has a pretty good representation in the energy patch too, so people are hurting it. A rare opportunity to Buy a premium stock at a market multiple. Also, increases its dividend on a regular basis. Dividend yield of 2.11%.

Price:
$60.760
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-08-19 TOP PICK Sun-Life-Financial-Inc
SLF-T
Norman Levine

They are going to benefit from bond rates going up, but are also one of the biggest money managers in North America. That is a highly profitable growing business. Raised their dividend this year, for the first time since the financial crisis, and he sees this continuing over the next few years.

Price:
$43.580
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-08-18 TOP PICK Baytex-Energy-Corp
BTE-T
John Stephenson

SHORT. A good company and not a lot wrong with it, but it is just a macro trade. Oil is weak and is likely to get weaker. They had a misstep in buying Eagleford assets at the top of the market. They are also exposed to declining production, because they are cutting back on capital expenditure. There is also the issue of being heavy conventional oil in a very depressed market.

Price:
$8.450
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2015-08-18 TOP PICK Canadian-National-R.R.
CNR-T
Richard Croft

(Covered Calls. He is playing the last half of the year by taking some option premiums in with he expects that these 3 Top Picks will hold their own or rise. Yield on the total return is pretty attractive. Thinks we could be in a flat market until the end of the year.) He is selling January $82 Calls. As of yesterday the price was $3 with an annual dividend of $1.45. If it rises above $82, you are going to get called away, which would give you a 7% yield in 5 months and a 4.6% yield if it stays where it is. If it declines, it can go all the way down to $76.39 (based on these prices) before you lose any money.

Price:
$79.510
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
CAUTIOUS
Owned:
Yes
2015-08-18 TOP PICK Facebook
FB-Q
Richard Croft

(Covered Calls. He is playing the last half of the year by taking some option premiums in with he expects that these 3 Top Picks will hold their own or rise. Yield on the total return is pretty attractive. Thinks we could be in a flat market until the end of the year.) The shares are at around $95 and you are selling a $100 Call. This is a little more volatile so you are getting a higher premium. There are no dividends. If it closes above $100 in January, it gives you better than 11%. If it stays the same, your return is over 5%. This is taxed as a capital gain in Canada.

Price:
$95.170
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
CAUTIOUS
Owned:
Yes
2015-08-18 TOP PICK SPDR-S-and-P-500-ETF
SPY-N
Richard Croft

(Covered Calls. He is playing the last half of the year by taking some option premiums in with he expects that these 3 Top Picks will hold their own or rise. Yield on the total return is pretty attractive. Thinks we could be in a flat market until the end of the year.) The largest ETF in the US. Very liquid and very cheap to own. Trading at around $210 a share and he is selling a January $220 Call Option. Selling this will give you roughly $2 and you get $2 in dividends between now and January. If the stock is called away your return is better than 6.5%. If it stays the same you make just under 2%.

Price:
$209.930
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
CAUTIOUS
Owned:
Yes
2015-08-18 TOP PICK Tesoro-Petroleum-Corp
TSO-N
John Stephenson

SHORT. This basically hit a 52 week high last week and has started to turn down. Refiners go into a seasonal repair period starting roughly now and the majority demand for gasoline starts to drop off in the next few weeks. Also, lesser demand and lower grades of fuel are being produced that are less expensive. This company is very dependent on Western crack spreads, which have been very high and are starting to come down. Everything is starting to twist into lower valuations.

Price:
$105.650
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2015-08-18 TOP PICK Universal-Health-Services
UHS-N
John Stephenson

This basically operates 2 divisions. Behavioural, where they do things like drug addiction facilities, and acute care. Both are growing very strongly, particularly the behavioural side which is 70% of their business. It has higher margins and higher growth. They are also beneficiaries of Obama care.

Price:
$145.450
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2015-08-17 TOP PICK AutoCanada-Inc.
ACQ-T
Ryan Bushell

Got caught up in the energy downturn.  This stock is a recent purchase for his company.  ACQ-T have been increasing their dividend.  When it came off, he looked at it and said it is a good fundamental business.  It had a short term setback and looks pretty attractive.  It is hard to say if there is any more downturn.  Service and parts would offset any decrease in new car sales

Price:
$27.410
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
SELECTIVE
Owned:
Yes
2015-08-17 TOP PICK Freehold-Royalties
FRU-T
Ryan Bushell

(Top Pick Oct 2/14, Down 48.96%) Production is only off 5% from where they thought it would be.  He likes the company and it is still in his top picks.  This would be one of the companies he would start to tip-toe into.  They have low development risk.  Debt to cash flow is 1.3 times.  They cover their dividend with cash flow.  They should be okay through this cycle.

Price:
$10.760
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
SELECTIVE
Owned:
Yes
2015-08-17 TOP PICK Toronto-Dominion
TD-T
Ryan Bushell

US dollar revenues translate back to Canada quite favourably.  Longer term they are a retail based franchise.  They are the most conservative of the Canadian banks.  Things are about as bad as they can get for the banks.

Price:
$51.760
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
SELECTIVE
Owned:
Yes
2015-08-17 TOP PICK Vanguard-FTSE-All-World-ex-Canada
VXC-T
John DeGoey

(A Top Pick Sept 2/14. Up 20.03%.) A way to reduce exposure to Canada. You are getting your stocks, but you are getting out of those rocks and trees which is such a big part of the Canadian economy.

Price:
$30.430
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-08-17 TOP PICK iShares-MSCI-EAFE-Minimum-Volatility
XMI-T
John DeGoey

This gives you Europe, Asia and the Far East. It gets you out of Canada, and if you are concerned about volatility it minimizes it.

Price:
$34.030
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-08-17 TOP PICK iShares-MSCI-USA-Minimum-Volatility
XMU-T
John DeGoey

If you are looking at a way to buy the US market in order to minimize exposure to Canada, this one gives you exposure to US stocks without having to deal with the ups and downs in what might be a volatile market going forward, you are at least getting exposure with less volatility. This is not currency hedged, so you may want to watch that because at some point he thinks currencies might start to go the other way.

Price:
$38.040
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-08-14 TOP PICK Apple
AAPL-Q
Kash Pashootan

They have grown earnings as much as the share price has gone up. That is why, even after the run it has had since 2011, it is trading at only 13X earnings. Have lots of cash on hand. Stock is down 9%-10% over the last month because he thinks the market was expecting miracles for the iWatch. Dividend yield of 1.81% and are well positioned to grow it.

Price:
$115.960
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2015-08-14 TOP PICK BCE-Inc.
BCE-T
Kash Pashootan

The environment we are heading into, with volatility picking up and a potential correction on the horizon, a name like this makes sense as part of an overall portfolio. One of the lowest beta stocks on the TSX. It is something you can live with in a time when volatility is picking up. Also, the smart phone penetration in Canada is well behind what it is in the US. Is that picks up, this company will benefit. Dividend yield of 4.85%.

Price:
$53.760
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2015-08-14 TOP PICK HAP-Floating-Rate-Bond-ETF
HFR-T
Jon Vialoux

(A Top Pick June 11/15. Down 0.16%.) He uses this as a way to park cash. You are not at much risk of interest rates rising.

Price:
$10.060
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2015-08-14 TOP PICK TransForce-Inc.
TFI-T
Kash Pashootan

A cross-border trucking company, and with gas prices being as low as they are, they will benefit. Also, with the Cdn$ coming down as much is it has, it encourages cross-border shipping to take place. They have been busy doing acquisitions which have put downside pressure on the share price. Attractive valuation. Trading at 15X. Good dividend yield of 2.70%.

Price:
$24.400
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2015-08-14 TOP PICK Xcel-Energy-Inc
XEL-N
Jon Vialoux

Utilities are a good defensive play and this one runs a very seasonal business. It generates the vast majority of its earnings in the 3rd quarter (summer) because of the increased demand for electricity. It is an electricity holding company and operates in a number of states in the US. The average gain from about July 29 through to the end of the year is about 12%, and works 76% of the time. It is currently outperforming the market.

Price:
$35.800
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Yes
2015-08-14 TOP PICK BMO-Low-Volatility-Cdn-Eqty-ETF
ZLB-T
Jon Vialoux

This is a low beta weighted portfolio of stocks. You want to seek ways to reduce your volatility in your portfolio. This holds telcos, utilities and some of the consumer staples stuff. A good way to stay invested, but to reduce your risk to the market gyrations.

Price:
$27.290
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Yes
2015-08-13 TOP PICK Cisco
CSCO-Q
Jennifer Radman

There are a lot of technology companies that people are calling the end of the world and how you run a business no longer applies in this new age. There was always that fear with this company in “software defined networking” and pretty much commoditization of what this company is doing. Have been through a number of cycles and were very aggressive to get ahead of the curve by cutting costs on their legacy business and reinvesting into the stuff they needed to. Growth rates have been very, very strong over the last few quarters. This is a true value play and there is quite a bit of upside as those fears continue to come down. Dividend yield of 2.93%.

Price:
$28.700
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-08-13 TOP PICK Fiserv-Inc
FISV-Q
David Burrows

This is in payment technology.  There is lots of opportunity to grow.  This is one of the big players. 

Price:
$89.160
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-08-13 TOP PICK HCA-Inc
HCA-N
David Burrows

Healthcare has been a big focus of his.  This is the largest hospital management companies in the US, even if only 5% of the market, so there is lots of room for growth.  The US population is aging.  This is a steady, non-economically sensitive company.

Price:
$50.970
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-08-13 TOP PICK Robert-Half-International
RHI-N
Jennifer Radman

Focused on professional services. Started out in finance and accounting, and have a technology arm going into risk management audit. Have a consulting business that is doing very, very well too. There is a dislocation in US unemployment, on jobs that need to be filled but are lacking the skill sets, and this company has been doing very well as they have seen wages come up in areas they focus on. There is still a lot of demand growth. Growing their top line in double digits. Still on their margins below prior peak in their businesses. Thinks there is quite a bit of demand. They are in the sweet spot where there is the demand, but the economy is still not at the point where people are willing to commit to full-time employees, and that fits well for this company. Dividend yield of 1.41%.

Price:
$56.560
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-08-13 TOP PICK Wells-Fargo
WFC-N
David Burrows

Domestically focused US bank.  This is the bank with the best exposure to the US housing market.  As the housing market slowly improves they benefit.  They grew the dividend 23% over the last three years.  Bought part of GE Capital.  You get a good yield and exposure to a domestically improving economy in the US.

Price:
$56.890
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-08-13 TOP PICK Whirlpool-Corp
WHR-N
Jennifer Radman

A housing play which is the part of the market that has been doing well with renovation and remodelling. They are expecting a lot more growth out of North America. Had some capacity constraint issues. Have new products coming online. What is really exciting is that they did 2 joint ventures in Europe and China. They have the ability to take costs out of the system and really rationalize things. The acquisition of Maytag in 2006 had zero revenue growth and they almost doubled EPS. They are very good at running businesses. Dividend yield of 2.06%.

Price:
$174.570
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-08-12 TOP PICK Alterra-Power-Corp.
AXY-T
Rick Rule

He likes the chairman.  They have labored in the shadows for 7 years and have been paying down debt.  They now have increasing flexibility to build out a good pipeline of projects.

Price:
$0.510
Subject:
PRECIOUS METALS
Bias:
SELECTIVE
Owned:
Yes
2015-08-12 TOP PICK Convalo-Health-International-Corp
CXV-X
Fabrice Taylor

Convalo has 30 million dollars of cash and a market cap of about 45 million. Revenues as of the 2nd quarter of this year were about 3.5 million., plus they have made some acquisitions.. Feels they will make about 10 million this year. Their gross margins are about 70%. Thinks it is a good time to buy. Estimated P/E 26.50. He recommends that you wait 2 weeks before buying as there might be a wave of selling in the next few weeks.

Price:
$0.280
Subject:
NORTH AMERICAN - EQUITIES & SMALL CAPS
Bias:
CAUTIOUS
Owned:
Unknown
2015-08-12 TOP PICK Diversified-Royalty-Corp.
DIV-T
Fabrice Taylor

This was a past top pick and he still really likes it a lot. It has had two royalty acquisitions, they have increased their dividend twice. He thinks he might be able to get a 20% return over the next year.

Price:
$2.940
Subject:
NORTH AMERICAN - EQUITIES & SMALL CAPS
Bias:
CAUTIOUS
Owned:
Unknown
2015-08-12 TOP PICK Franco-Nevada-Corp.
FNV-T
Rick Rule

The best of the best.  Owner-operated company.  Great competitive advantages.  He sees great deals coming.  They have a great pipeline of projects. 

Price:
$60.940
Subject:
PRECIOUS METALS
Bias:
SELECTIVE
Owned:
Yes
2015-08-12 TOP PICK Ivanhoe-Mines
IVN-T
Rick Rule

The top mining financier and promoter of his generation.  This is the best collection of assets that has ever been assembled in a junior.  They are not a stranger to their political or financial risk.  They can raise the money.

Price:
$0.660
Subject:
PRECIOUS METALS
Bias:
SELECTIVE
Owned:
Yes
2015-08-12 TOP PICK New-Flyer-Industries-Inc.
NFI-T
Fabrice Taylor

They are a bus building company. He has been in this stock for a couple of years. It has been great. Recent news has led him to believe that there is still some upside. He has been buying more. He thinks it is attractive. It is multi-government funded. Buses are old and have to be replaced. Estimate P/E is 17.07, dividend is .05, Yield is 3.33%. The industry has consolidated from five big payers to three since the last recession.

Price:
$18.860
Subject:
NORTH AMERICAN - EQUITIES & SMALL CAPS
Bias:
CAUTIOUS
Owned:
Yes
2015-08-11 TOP PICK AGT-Food--and--Ingredients
AGT-T
Ron Meisels

It has also broken out of a major base. Then it had a major uptrend. Significant upside targets. If you would like more information, check out the report he wrote on the top picks at info@ phases-cycles.com.

Price:
$30.510
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
BULL
Owned:
Yes
2015-08-11 TOP PICK Walt-Disney
DIS-N
Christine Poole

ESPN is a prize asset of theirs.  Sports is something you want to watch live.  Theme parks are doing well and they are seeing good traffic growth in the US and then China opens in 2016.  The stock came off and she is using that as an opportunity to add for their clients.

Price:
$108.000
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-11 TOP PICK Knight-Therapeutics
GUD-T
Ron Meisels

Small healthcare company. Started by the same gentleman that ran Paladin Labs. He had a major accident and sold out and is starting again. The stock is starting to trend. Ron Meisels owns it and wants to be there. He thinks it looks good. Major support of the stock around $7. He believes it is an excellent buying opportunity.

Price:
$7.340
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
BULL
Owned:
Yes
2015-08-11 TOP PICK Royal-Bank
RY-T
Christine Poole

She likes the sector.  She thinks Canadian banks are undervalued.  We are seeing a pick up in the Canadian economy in terms of employment numbers.  It is trading below its historical level.  4.3% dividend.  As earnings grow they will increase their dividend.

Price:
$76.610
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-11 TOP PICK Sun-Life-Financial-Inc
SLF-T
Ron Meisels

It is the only financial stock in Toronto that is on an uptrend. Banks are still groping for a bottom. This is the one that has broken out. He feels that there are many positive things about it. It has good upside potential.

 

Price:
$45.280
Subject:
TECHNICAL ANALYSIS - N.A. EQUITIES
Bias:
BULL
Owned:
Yes
2015-08-11 TOP PICK Wells-Fargo
WFC-N
Christine Poole

One of the best managed banks in the US, if not Globally.  They are the largest lender for small to midsized business.  They never got into the problems the other banks got into in the recession.  The play is on the improving US economy.  FX will not impact their financial results.

Price:
$57.210
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-08-10 TOP PICK A-Comment----General-Comments-From-an-Expert
A Commentary
Hank Cunningham

Telus Bond matures in January 26, 2021, 3.60%   Recent shift at the top was a surprise, and could be unsettling for shareholders. However, he feels that it doesn't change the credit and the new CEO, a former CEO, should be able to regain the reins pretty quickly. It fits in with his overall rolling down the curve strategy and having a varety of well diversified group. He favours non-cyclical companies, consumer oriented if possible. He avoids the energy, metal and oil sectors. He respects the new CEO.

Price:
$0.020
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2015-08-10 TOP PICK A-Comment----General-Comments-From-an-Expert
A Commentary
Hank Cunningham

Bank of Montreal Bond matures March 16, 2022, 2.12%  This is a safety of principle.. The maturity made sense to him. The bonds are relatively close to par, not giant premiums. He feels the bonds are safe because it is with a bank, especially if you own other bonds with shorter maturities.

Price:
$0.020
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
No
2015-08-10 TOP PICK A-Comment----General-Comments-From-an-Expert
A Commentary
Hank Cunningham

Shoppers Drug Mart Bond, matures May 24, 2018, 2.36%  Likes the credit. They are either A or A+ or A-. They are staying away from triple B securities.

 

Price:
$0.020
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Unknown
2015-08-10 TOP PICK Avigilon-Corp
AVO-T
John Zechner

He bought it a couple of months ago.  They are doing much more integrated systems and analytics.  There is great growth in this area and they are dominant.  He likes the space and the technology.

Price:
$16.060
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-08-10 TOP PICK Walt-Disney
DIS-N
John Zechner

(Top Pick Aug 1/14, Up 31.17%) ESPN protects them from the pullback in media in general.  They deliver and they have the content.  They have a new park opening up next year in China.  They have so many franchises.  They have the content across so many platforms.  It has been a very consistent growth stock.  Buy it and put it away.

Price:
$111.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-08-10 TOP PICK Open-Text
OTC-T
John Zechner

He got out earlier this year when orders dropped off, and then the stock checked back.  Last quarter they reduced estimates and then hit their original numbers anyway so the stock rallied.  They continue to grow by acquisitions.  The story is holding together quite well so he went back in and bought it.

Price:
$60.290
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-08-07 TOP PICK Celestica-Inc
CLS-T
Robert McWhirter

$2.2 Billion Market Cap. A Contract Manufacturer for Computer Equipment, Servers, Communications, Healthcare and Aerospace. In Healthcare and Aerospace, it is a much longer contract to get designed into, but the advantage is that once you are designed in, you are good for 7 to 10 years, and margins are much better than in the electronic space. Have about $500 Million in cash, about 24% of the Market Cap. Looking at the Enterprise Value to Earnings, earnings are expected to be $2.26. This appears to be heading higher.

Price:
$17.250
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2015-08-07 TOP PICK Descartes
DSG-T
Robert McWhirter

Basically a cloud-based network to improve productivity, performance and security for transportation/logistic companies. Government regulations work in their favour because on transportation of goods, the receiving country wants to know what’s in it before it gets even close to the border. Have been growing organically as well as by acquisitions. Their 4th quarter free cash flow yield is 3.3%. The 12% forecasted ROE looks attractive. Earnings are forecast to grow about 15%. Trading at 25X Enterprise Value to the February 2017 fiscal year-end earnings estimates of $1.07.

Price:
$22.090
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2015-08-07 TOP PICK HAP-Floating-Rate-Bond-ETF
HFR-T
John Hood

The play here is very simple, Park the Money. This is swap based, but it is about a 6 month duration and the price stays pretty good. You are not going to make any money, but you are not going to lose any money.

Price:
$10.060
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-08-07 TOP PICK Horizons-S-and-P-500
HXS-T
John Hood

He is quite comfortable with this. Their counterparty on this is National Bank (NA-T). This is a total return which means that all the distributions, especially in a non-registered account, are going back into the ETF adjusting and increasing the NAV which reduces its taxable position. There is no tax aspect to the US, and you are not paying any dividend tax.

Price:
$48.960
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-08-07 TOP PICK Prometic-Life-Sciences-Inc.
PLI-T
Robert McWhirter

(A Top Pick Aug 29/14. Up 55.74%.) They effectively can take a bag of plasma, and for about $100 can derive a whole bunch of proteins, and the payback is considerable. Just got approval from the European commission and have been granted orphan drug status for their plasma derived Plasminogen. Also, have a separate drug PBI4050, which offers some very interesting opportunities against fibrosis, which has the potential of being a very big drug as well.

Price:
$2.280
Subject:
CANADIAN & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2015-08-07 TOP PICK iShares-MSCI-Canada-Minimum-Volatility
XMV-T
John Hood

Minimizing volatility is the name of the game and this is why he chose this. He is not really enthusiastic about the Canadian market, but at the same time doesn’t want to be out of it. The problem with this type of ETF is that they are so defensive in terms of REITs, utilities, etc. that the Price to BV are around 4X and the PE ratios are very, very high. iShares came out with this and the PE is around 18-19 and Price to BV is around 1.8-2. It has an overweighting in financials that the others don’t. The track record on this has been pretty good. Also this one is cheaper.

Price:
$26.690
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BEARISH on CANADIAN MARKET
Owned:
No
2015-08-06 TOP PICK iShares-Global-Agriculture-ETF
COW-T
Bill Carrigan

The US equivalent is MOO-N.  Food is a dominant theme.  This is the best way to participate in it.  Fertilizers, equipment producers, etc.  We are just beginning the uptrend.  It will do well against the bear market trend.  Don’t worry about it being thinly traded.  They make units for you.  It has been building a symmetrical triangle this year.

Price:
$33.150
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Yes
2015-08-06 TOP PICK CVS-Health-Corp
CVS-N
David Baskin

Changing themselves so they are not just a pharmacy. They have become the largest provider of walk in clinics, replacing emergency rooms in the US. They are increasingly providing a big menu of ambulatory health services. They fill 25% of the prescriptions in the US and the biggest growth in spending in health care is in prescription medication. It is an interesting company. They just recently added it to their portfolio. CVS is really onto something, onto a trend and doing something that the other pharmacies haven't figured out yet. He is quite impressed by it.

 

Price:
$108.120
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2015-08-06 TOP PICK Google
GOOG-Q
David Baskin

Disclaimer: His son works as software engineer at Google. Recently, Google's stock had a big jump after they announced their quarterly results. He thinks it is still a very, very interesting stock. Google is a wild card because you don't know what they will do next. They are always coming out with fabulous products, like driverless cars. They are an innovative company with lots of cash. They keep making money on advertising and the search. He is a happy holder of this stock.

 

Price:
$642.680
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2015-08-06 TOP PICK iUnits-S-and-P-TSX-Materials-ETF
XMA-T
Bill Carrigan

If you try stock picking you will pick the wrong one when the sector turns.  Just go with an ETF.  We are building a base right here.  It was up today.  The divergence from the TSX performance chart is too wide.  This one will probably rebound.  Step into it now.

Price:
$9.930
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Yes
2015-08-06 TOP PICK Zimmer-Biomet-Holdings-Inc.
ZBH-N
David Baskin

They are primarily in the business of artificial knees and hips. Lots of baby boomers starting to wear out their joints and needing new ones. It is a growth industry. It has 75% gross margin. It has the best value in this sector.

 

Price:
$101.690
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2015-08-06 TOP PICK BMO-S-and-P-TSX-Oil--and--Gas-ETF
ZEO-T
Bill Carrigan

Crude is not making new lows and so this one is oversold.  It is equal weight. 

Price:
$10.890
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Yes
2015-08-05 TOP PICK Airboss-of-America
BOS-T
Michael Smedley

A leader in rubber compounds for industry in North America. Have just done a transformational merger with the long-term partner Immediate Response Technology, a US defence Security related company. Dividend yield of 0.97%.

Price:
$24.430
Subject:
CANADIAN
Bias:
BEARISH
Owned:
Yes
2015-08-05 TOP PICK Brookfield-Property-Partners
BPY.UN-T
John Wilson

Owning blue-chip commercial properties globally is a great business. Trades at a meaningful discount to its NAV, which the company thinks is crazy and they are planning on buying back about 5% of their stock. Thinks they can grow their FFO 15%-20% over the next couple of years.

Price:
$29.420
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-08-05 TOP PICK Discover-Financial-Services-LLC
DFS-N
John Wilson

Have a credit card business as well as a consumer lending business, so they get great leverage through rising interest rates which he thinks will happen. Thinks costs are going to come down moving into next year. Stock is cheap at under 10X and they are returning a lot of capital to shareholders.

Price:
$54.470
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-08-05 TOP PICK Detour-Gold
DGC-T
Michael Smedley

A good contrarian play. The company has gone through its teething problems of start-up and is heading for 500,000 ounce production, which makes it the largest gold mine in Canada, and he thinks it is heading for around 600,000 with extra lands that it can explore. Its costs are going to descend to about $700 all in, from the $1200 they have currently. This is absolutely a take out candidate.

Price:
$12.020
Subject:
CANADIAN
Bias:
BEARISH
Owned:
Yes
2015-08-05 TOP PICK NXP-Semiconductors
NXPI-Q
John Wilson

Have a couple of neat product categories, but the one that most people know them for is the little silver chip on credit cards. It is also on the iPhone 6 for Apple pay. Credit card with chips is just rolling out in the US. Have a big acquisition closing later this year with Freescale Semiconductor (FSL-N) which will be very, very positive for them. This will make them #1 in automotive. The stock has pulled back with the general tech pullback and mid-$90 is an excellent entry point.

Price:
$97.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-08-05 TOP PICK BitGold-Inc
XAU-X
Michael Smedley

This company is very difficult to understand, and is very experimental. It is a gold play in the sense that they have built a brilliant platform where you can trade gold, and they have a storing facility in vaults around the world. You can use your gold for transactional purposes on your credit cards. It is putting on subscribers at a fantastic rate. They are targeted for 160,000 by the end of the year.

Price:
$5.450
Subject:
CANADIAN
Bias:
BEARISH
Owned:
Yes
2015-08-04 TOP PICK Progressive-Waste-Solutions-Inc
BIN-T
Peter Hodson

Picks up garbage from industries, apartments and customers all across North America. There are 2 things he likes about this. Lower fuel costs as the cost of oil goes down, and US is about 60% of their revenue. Last quarter was pretty good, but more importantly they raised their dividend 6% last week. Dividend yield of 1.91%. A nice solid company that won’t disappoint you.

Price:
$35.640
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2015-08-04 TOP PICK Airboss-of-America
BOS-T
Peter Hodson

Likes the management ownership. There is 27% insider ownership. Also, likes the valuation. Growth in the last quarter was 27%. Balance sheet is pretty good. Dividend yield of 1% is low, but is growing. They have US military business which he likes. Their share count is exactly the same as it was 2001 and earlier. For him that is an absolute winner as a stock. Insiders own a third of the company.

Price:
$24.090
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2015-08-04 TOP PICK Extendicare-Inc
EXE-T
Benj Gallander

He likes healthcare and the demographics. Population is getting older and this is a leader in the market. Until recently, they were also in the US marketplace, but sold their holdings for $1.1 billion. They redeployed some Canadian assets and recently acquired another company for about $81 million. Also, looking to possibly do some other takeovers. The Ontario government is looking to increase the fees that they pay for the redevelopment of beds, going from $13+ to $16+. The financial statements are pretty good. Pays a dividend of $.04 a month. He could see this potentially doubling. Oxford Park has moved in as activist shareholders buying over 5%, which might light a bit of a fire under management.

Price:
$8.680
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 120 of 21,377 entries
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