Recent Top Picks | StockChase
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Compiling comments that experts make about stocks while on public TV.

Recent Top Picks

Date Signal Company Expert Opinion Price
2016-06-28 TOP PICK Albemarle-Corp
ALB-N
Jim McGovern

The biggest in the lithium space. He is not super excited about base metals, but is very positive on precious metals. Last quarter their earnings exploded to the upside. They want to be the dominant player in lithium. Just sold their chemicals business. Expects they will make some more acquisitions. The thesis of this selection is electric cars.

Price:
$78.290
Subject:
NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-06-28 TOP PICK Innodata-Isogen-Inc.
INOD-Q
Benj Gallander

This does digitalization. They are into e-books, work with the insurance industry and with the healthcare sector. This has virtually no debt. In the last few years they have lost a fair bit of money, and right now are operating at about breakeven. Wishes management were a bit more proactive. Just did a takeover of another company, but there is little information in the public sphere. The stock price tends not to be a slow grower, but tends to jump. He has a target price of over $7. His hope is that it will have one of the spikes that it has every few years, at which time he would jump out very, very quickly.

Price:
$2.280
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-06-28 TOP PICK iPath-DJ-AIG-Grains-Index
JJG-N
Jim McGovern

These type of investments are very good diversifiers. This is composed of 3 different agricultural commodities, wheat, corn and soybeans. Soybeans has been the big driver, principally because there is a shortage in Brazil. Wheat is kind of finished, but corn is kind of interesting because we have this kind of El Niño affect coming down the pipe now, creating super hot and super dry in the US. Wouldn’t make it a big position in your portfolio.

Price:
$33.320
Subject:
NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-06-28 TOP PICK Reitmans
RET-T
Benj Gallander

A tough market because of Amazon (AMZN-Q) and the Internet. The major knock is that they are losing money. Last quarter they lost millions of dollars as well as in the quarter before. However, they have over $100 million in the bank. Margins have been squeezed because the US$ has gone up in the past year. Revenues have been flat for the last year which a lot of people felt was not good, except they closed 60 stores. Same-store sales have gone up about 8.8%. Included in that is the 56%+ that their online sales have gone up. Dividend yield of 4.85%.

Price:
$4.210
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-06-28 TOP PICK iShares-TIPS-Bond-E.T.F.
TIP-N
Jim McGovern

These are inflation protected securities. Thinks that CPI is going to continue to bump up. Expects the core PCE (?) in the US to be fully through 2% this year. A safer bet with less capital risk.

Price:
$116.520
Subject:
NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-06-28 TOP PICK United-Security-Bancshares-Inc
USBI-Q
Benj Gallander

He likes regional banks. Also, has First United (FUNC-Q) and Bank of Commerce Holdings (BOCH-Q) in California. He started buying into the sector in 2009. This is a sector that has moved up for the most part, but this stock has not moved up as much. With BREXIT, there might be less inflation now for interest rates to move up in the US. If interest rates go up, that is good for the banks as it helps their bottom line. Dividend yield of 0.93%.

Price:
$8.620
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 TOP PICK Agrium
AGU-T
Peter Brieger

In the long-term, people have to eat, and taking a look at projected population growth people are going to need more food, especially in emerging markets. He likes that they have diversified into the retail business and have some pretty aggressive targets on this. The target for 2020 is $10 a share of free cash flow and a dividend of 5%. For him, cash flow growth and dividend growth is crucial. (On his 3 top picks, he would not necessarily Buy now, but watch the markets for your entry point.)

Price:
$115.890
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 TOP PICK Boralex-Inc.
BLX-T
Gerard Ferguson

An independent power producer based in Québec. Have increased their capacity significantly over the last number of years and are continuing to grow. They have some very aggressive targets for capacity and cash flow. Going from reinvesting all their capital into growth projects, to returning some of it to investors through a dividend, and there is lots of room for that dividend to grow. They have a number of projects that they still want to develop. Trading at a significant discount to their peer group. Dividend yield of 2.99%.

Price:
$18.900
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 TOP PICK Detour-Gold
DGC-T
Gerard Ferguson

A cash flow machine. As an acquisition target, it will fill holes for a lot of producers that might be short of cash flow over the next few years. They have built out their mine and most of the capital has been spent and is now in a reaping phase. It will participate with higher gold prices, but also would be a great addition to a company that needs a growth profile in order to finance a bunch of projects that they have coming on.

Price:
$33.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 TOP PICK Home-Depot
HD-N
Peter Brieger

He is very keen on the whole building business in the US. The existing home business is about 90% of the activity, so with people’s rising income and the rising equity in their homes, and an increasing number looking at renovations, this is right up this company’s alley. Looking out 2-3 years, this is going to be a huge winner. Dividend yield of 2.21%. (On his 3 top picks, he would not necessarily Buy now, but watch the markets for your entry point.)

Price:
$124.670
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 TOP PICK New-Flyer-Industries-Inc.
NFI-T
Gerard Ferguson

They manufacture buses for intercity as well as city buses and have announced a large number of wins. A dominant player in an industry that has consolidated from 5 players into 3. Made an acquisition at about 6X EBITDA, and they trade at a higher multiple than that at 8.5X EBITDA. Feels they have been light on some of the synergies they are going to get from the acquisition, so will hopefully report better numbers and margins going forward, and beat the street estimates. Dividend yield of 2.46%.

Price:
$39.040
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 TOP PICK Royal-Bank
RY-T
Peter Brieger

This only has about a 5% exposure to the UK and Europe, which is manageable. They recently took over City National of California, which had a fantastic wealth management business in California and New York State. It is their intention to increase this business as much is possible, and at the same time cross-sell products and services. Dividend yield of 4.31%. (On his 3 top picks, he would not necessarily Buy now, but watch the markets for your entry point.)

Price:
$75.200
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 TOP PICK Airboss-of-America
BOS-T
Ryan Modesto

This does rubber compounding and engineering products. They are producing specialty rubbers and putting them into specialty types of products. Did an acquisition a year ago, a US defence business. Now it is quite cheap. The majority of revenues come from the materials and resources sector, which has been weak in the past. There is a bit of a resurgence and over time the mining and resource companies will start reinvesting their capital, and this will flow through to a company like this. Dividend yield of 1.84%.

Price:
$14.100
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-06-24 TOP PICK Oracle
ORCL-N
Barry Schwartz

Thinks this is doing the Microsoft Playbook, which is growing quickly in the Cloud, and getting more licenses and revenues and annuities instead of selling a one-time package. Thinks the turning point for this company is here. Generating a lot of free cash. Very reasonably valued. Dividend yield of 1.51%.

Price:
$39.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 TOP PICK Premium-Brands-Holdings-Corp
PBH-T
Ryan Modesto

A specialty food, manufacturer and distributor. Within Canada, consumer staples may have 15 companies that are investable. Most of them are large, mature, slow growth type of companies. Specialty foods means they can charge higher margins. You get the feeling management is not trying to build an empire and not growing for the sake of growth, but are making decisions that are in the shareholders’ best interests. Dividend yield of 2.88%.

Price:
$52.700
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-06-24 TOP PICK Priceline.com-Inc.
PCLN-Q
Barry Schwartz

This is getting absolutely decimated today. They get 75% of their revenues from Europe. Their biggest entity is Booking.Com, a wonderful, wonderful company and benefits from the network affect. They have the most hotels and they are smart operators. A beautiful balance sheet that generates gobs of free cash. Unbelievable margins. Anything exposed to Europe right now is getting his head handed to it, but this is a wonderful buying opportunity.

Price:
$1232.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 TOP PICK Saputo-Inc.
SAP-T
Barry Schwartz

A dairy producer; cheese, Nielsen milk, inputs for wholesalers, restaurants as well as branded retail. Still a small fish in a global pond, but there is potential for them to grow bigger and increase its footprint. Management, when they make an acquisition, are able to grow margins and improve everything all around. Generates a lot of free cash flow. Likes the potential for them to use their balance sheet to continue to make acquisitions globally. Dividend yield of 1.43%.

Price:
$37.720
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 TOP PICK Exco-Technologies
XTC-T
Ryan Modesto

There is no secret sauce to this one. Just a solid operator, going with value and a bit of growth. A cheap valuation, but within their peer space, they are one of the faster growing companies. Also, have really high insider ownership. This has organic growth, acquisition growth and dividend growth. The payout ratio is low and they have plenty of room to increase the dividend. Dividend yield of 2.3%.

Price:
$12.200
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-06-23 TOP PICK AbbVie-Inc.
ABBV-N
Stan Wong

From a valuation perspective, he likes this a lot. This was a spinoff from Abbott Labs (ABT-N) in 2013. They are more of a research based pharmaceutical global name. Has a really good pipeline with 20 new products and indications coming through in the next few years through 2020. Shares are pretty attractively valued, trading at a forward price earnings multiple of only 12X. Long-term EPS growth rate is only 13%. You also get a 3.7% dividend yield, which is expected to grow at almost double digit over the next few years.

Price:
$61.310
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-06-23 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Brian Acker, CA

The Valeant (VRX-T) fiasco has hit all these stocks. This one has been singled out, but if they can cure hepatitis C, that would be fantastic. He is looking for an upside of 120%. Thinks they are a perfect candidate as a takeover target. Dividend yield of 2.27%.

Price:
$83.370
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2016-06-23 TOP PICK Macys-Inc.--formerly-Federated-Department-Stores-
M-N
Brian Acker, CA

This is bottom fishing. It has had a nice pullback. His model price is $42, a 27% upside. Dividend yield of 4.46%.

Price:
$33.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2016-06-23 TOP PICK Microsoft
MSFT-Q
Stan Wong

This is transforming itself. It has a new CEO who is really focused on growth. They are really focusing on what is the priority in the technology world, which is Cloud computing and mobile technology. A lot of people feel that LinkedIn was expensive, but it helps them expand its presence in the Cloud application space. Trading at 18X forward earnings and has a pretty decent growth rate of 2.8%. They have delivered an annual dividend growth rate of over 17% over the last 5 years. Dividend yield of 2.8%.

Price:
$51.910
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-06-23 TOP PICK Pembina-Pipeline-Corp
PPL-T
Stan Wong

One of the stronger names in the Alberta midstream space. Also, has the best competitive advantages. It provides investors with a pretty conservative strategy to play and participate in the recovery of energy prices. Dividend yield of 4.94%.

Price:
$38.900
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-06-23 TOP PICK Exxon-Mobil
XOM-N
Brian Acker, CA

In his estimation, this is the best run company globally. We are in an earnings recession, but this has the best assets globally. This is the cheapest it has traded going back to 1995. Dividend yield of 3.27%.

Price:
$91.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2016-06-22 TOP PICK Apple
AAPL-Q
Kash Pashootan

At these levels, this is a value play. We have become accustomed to thinking of this as a mega-growth story, but a lot has changed over the last few years. They’ve grown considerably in terms of their market share. When you have grown market share as quickly as they have, you are not really a growth story the way that you used to be, you are much more of a mature business. Feels it has to go through a PR exercise of communicating that to the market. One good way of doing that would be by beefing up the dividend. Dividend yield of 2.36%.

Price:
$95.550
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-22 TOP PICK Amgen-Inc.
AMGN-Q
Paul Macdonald

He owns 3 biotech companies in his portfolio, and he wants to own best in breed. In this latest correction in the biotech space, if you are looking to have exposure but big deep pipelines, good balance sheet, consistency and the ability to abstract revenue out of the drugs, this would be the one. Dividend yield of 2.66%.

Price:
$149.810
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2016-06-22 TOP PICK Columbia-Banking-System-Inc
COLB-Q
Kash Pashootan

A US regional bank. Focused in the Pacific Northwest where there is significant growth in population, wages and employment. Financials have all been beaten up because the idea of rates going up is not as prevalent as had been originally thought. Dividend yield of 2.65%.

Price:
$28.490
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-22 TOP PICK Magna-Int-l.--A-
MG-T
Kash Pashootan

A screaming buy at these levels. Not because he expects mega-growth in the automobile industry, but when you look at the valuation, this is pricing in a doomsday scenario, to say the least. Trading at around 8X PE, and comfortably could be at around 11X or 12X, so doesn’t believe they need to grow their earnings considerably to see a multiple expansion that reflects the current market environment. Dividend yield of 2.58%.

Price:
$50.000
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-22 TOP PICK Merck--and--Company
MRK-N
Paul Macdonald

He likes the balance sheet and the income he is getting from this. They have a hepatitis C drug that is coming out as well as a great oncology drug. They have 26 phase 3 trials. Sees a slight increase in revenues over the next 2 years. Dividend yield of 3.22%.

Price:
$57.040
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2016-06-22 TOP PICK UnitedHealth-Group-Inc
UNH-N
Paul Macdonald

HMOs have really benefited from the Affordable Care Act with new lives coming on to getting insurance. Also, benefiting from lower employment rates. This is the “elephant in the room” in healthcare insurance in the US. Dividend yield of 1.81%.

Price:
$137.900
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2016-06-21 TOP PICK Concordia-Healthcare
CXR-T
Zachary Curry

Unfortunately, this gets compared with Valeant (VRX-T). They are not as dependent on price increases. The negative is that they did bite off a big chunk of debt to buy AMCo. Last quarter was the 1st full quarter with AMCo in their results. The numbers were okay and the margins were good at close to 80%. If they can demonstrate that they are going to take the free cash flow and pay down debt, that is going to be a great thing. Dividend yield of 1.33%.

Price:
$29.600
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-21 TOP PICK Keyera-Corp
KEY-T
Zachary Curry

One of the larger midstream businesses. Their specialty is natural gas processing and gathering. On the liquids side they do storage. Management team has been in place for ever. Top, top, top quality. A very conservative team. The payout ratio is 60%. Their latest partnership is with a large producer on building a sour gas processing plant. Dividend yield of 4.01%.

Price:
$37.700
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-21 TOP PICK Kroger-Co.
KR-N
Mohsin Bashir

They are across all the US and are the largest market share in terms of business that also has a niche play into affordable organic foods, which was only launched 2 years ago, but represents $1.2 billion of their annual sales. They recently made an $800 million acquisition and got 24 new grocery store locations, giving them access to Wisconsin and the Mariano’s name in Chicago. They are #2 in terms of market share, 2nd only to Walmart. Dividend yield of 1.22%.

Price:
$34.470
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-21 TOP PICK McDonalds
MCD-N
Zachary Curry

They have a new CEO and are doing great things. Changing menu items, value items, all Day breakfast, revamping stores, etc. A little rich on the earnings valuation at 22X. Same-store sales are close to 6%. Dividend yield of 2.91%.

Price:
$122.630
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-21 TOP PICK Transcontinental-Inc.--A-
TCL.A-T
Mohsin Bashir

This is arguably the last man standing in the printing business. Printing is in secular decline. The age of digital is upon us, and people are using less paper. This company prints magazines, newspapers and flyers. Flyers for grocery stores and pharmacy chains are publications that millennials prefer to read in print. The company is moving to the flexible packaging business and in the last 2 years have upped the revenues to 10%. Dividend yield of 4.15%.

Price:
$17.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-21 TOP PICK Tricon-Capital-Group
TCN-T
Mohsin Bashir

Their focus is principally on residential real estate. They have Tricon American Homes which focuses on the Sunbelt in the US. Most people want to own single family rental properties in that particular space. Trades at a significant discount to their NAV of around $13, and he sees room for growth. Dividend yield of 3.03%.

Price:
$8.570
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-20 TOP PICK Concordia-Healthcare
CXR-T
John Zechner

The story is holding together really well with the big AMCO acquisition they did last year and 60 new products coming out in the next couple of years. The core business is doing well. They have some orphan drugs. Stock is trading basically at 5X earnings, 7X Operating Cash Flow. They will generate free cash flow and pay down the debt, and at that time the multiple starts to go higher. Dividend yield of 1.3%.

Price:
$29.400
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-20 TOP PICK Firstservice-Corp
FSV-T
James Telfser

A great Canadian story. Split from Colliers in 2015, and this was the property management side. They also have a number of brands such as California Closets, a restoration business, and recently made an acquisition to buy Sentry Fire which provides fire extinguishers, sprinklers, etc. Mostly in South-Eastern Florida. They have a huge amount of recurring revenue and are growing organically in the 5%-7% range. Their acquisitions are all small, mom-and-pop private businesses that they are able to buy at only 5X EBITDA, and they come from these with cash flow. This has a long runway in a fragmented industry. Dividend yield of 0.97%.

Price:
$58.350
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-20 TOP PICK Alphabet-Inc--C-
GOOG-Q
John Zechner

Best growth in technology. They own the Android operating system and are giving it away for nothing. If you ever monetized that, it would be a huge value for them. What they know about the consumer has so much value. They are positioned better than anybody to get all this growth. 

Price:
$693.710
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-20 TOP PICK Hudson-Bay-Co.
HBC-T
John Zechner

Using REITs and looking at the real estate value, it is pretty easy to get a value of something around $30 for the real estate alone. You are paying less than nothing for the retail asset. They are doing all right in Canada. Saks is a little bit slow. They are bringing costs down across the board. A good story. Dividend yield of 1.27%.

Price:
$15.630
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-20 TOP PICK Heroux-Devtek-Inc.
HRX-T
James Telfser

An aerospace company. Do a lot of landing gear for planes. They have a long history of making very wise allocation of capital, and thinks they are at a point now where they might start to look at doing something else interesting. They just did a lot of work for the Triple7 landing gear for one of the new planes.

Price:
$14.870
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-20 TOP PICK ZCL-Composites-Inc.
ZCL-T
James Telfser

A well-run, shareholder friendly company. Manufactures fiberglass tanks for gas stations, which used to be made out of steel, so there is a replacement cycle. They have over 50% market share. Dividend yield of 3.56%.

Price:
$9.000
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-17 TOP PICK Deutsche-Telekom
DTE-FSE
Norman Levine

The biggest telecom provider in Germany, as well as the biggest shareholder in the US in T-Mobile (TMUS-Q). He expects that sometime in 2017 they will be trying to sell their ownership of T-Mobile. The stock is highly profitable. Raises its dividend regularly. Dividend yield of 3.87%.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-17 TOP PICK Killam-Properties-Inc
KMP.UN-T
Greg Newman

A really good growth name at a reasonable price. Has had a big run since January, but there is more to go. He models that it grows 10% annually for the next couple of years. That growth rate is much better than the sector average of around 4%, and yet this is trading at an in-line multiple of around 16X. The 4.87% dividend is supported by 76% payout ratio that is steadily improving.

Price:
$12.460
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-17 TOP PICK Parkland-Fuel-Corp
PKI-T
Norman Levine

A fuel distribution business, mostly retail gas stations, but also wholesale and commercial. Largely in Western Canada although have made some Eastern Canadian acquisitions, such as Pioneer Fuels. They are a growth by acquisition company, and there are some big assets that will be coming up. Loblaw’s (L-T) has talked about putting their gas station assets up for sale. They raise their dividend a little bit every year. Dividend yield of 5.08%.

Price:
$22.330
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-17 TOP PICK Restaurent-Brands-International
QSR-T
Greg Newman

Has a very strong, top line momentum. Strong performance in all regions. Just increased their dividend for the 6th quarter in a row. He models they can grow earnings per share 18% each and every year over the next couple of year through opening new stores and enhanced products and higher margins. Have been lowering their debt steadily since the merger. Trading below its three-year average, and trading in line with its peers, but has a better growth rate. Dividend yield of 1.41%.

Price:
$55.390
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-17 TOP PICK Royal-Bank
RY-T
Greg Newman

Despite the rally the banks have had, this is still attractive relative to historical valuations. There is still too much of a Short interest, and that is a catalyst. Thinks we have seen the high water mark of high energy fears. Unlike the other banks, had a very high quality beat on their Q2. Capital levels, which formerly were a little bit of an issue, have rebounded very briskly. He is seeing 6% EPS over the next couple of years. Dividend yield of 4.18%.

Price:
$77.600
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-17 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Norman Levine

People hated this, because previous management got into trouble with questionable, ethical things they did. People are starting to warm up to it now. Current management is fabulous and business is rolling in. He likes it, especially now, because it will be one of the main beneficiaries of the Trudeau government increasing infrastructure spending. They are also a highly on un-leveraged company, and will be making some acquisitions. Dividend yield of 2.02%.

Price:
$51.370
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-16 TOP PICK Bayerische-Motoren-Werke-AG
BMW-GR
Paul Harris, CFA

You can’t buy this in New York, you have to buy it in Germany. With quantitative easing in Europe, and what happened with quantitative easing in the US is that people frontloaded a lot of purchases. Autos rose up to almost 18 million in North America. Auto purchases are well below 2007 in Europe, so he thinks there is a backlog that will catch up. The stock is not expensive, trading at about 8X earnings. The company has 2 great hybrid electric cars, i3 and i8, but they don’t get the benefit of those. This company will give up margin for long-term growth, which he feels is very important. Dividend yield of 4.68%.

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-16 TOP PICK Goldman-Sachs-Business-Development
GSBD-N
James Thorne

Business development companies were developed in the 1970s when the US government was trying to figure out how to get money into the hands of businessmen. They were focused on lending money to companies that couldn’t get money from Wall Street or traditional banks. Because of securitization, banks got into this business and it is a very sleepy business. They have to distribute 90% of what they get in terms of interest rates from their clients. In 2008, you had Basil III, Dodd Frank and the Volcker rule, so banks could no longer lend willy-nilly to anybody, so they pulled back. Dividend yield of 9.11%.

Price:
$19.880
Subject:
US DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-06-16 TOP PICK Kraft-Heinz-Company--merged-
KHC-Q
Paul Harris, CFA

What is very unique about is that it is a great cost cutting story, but there is also some good revenue growth coming through on it. Heinz was a much more international company, and Kraft was much more of a US branded company. Kraft has some great products and will be able to sell off some of them, but also they will be able to use Heinz distribution network and push those products through the rest of the world. Dividend yield of 2.7%.

Price:
$85.280
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-16 TOP PICK Kinder-Morgan-Inc.
KMI-N
James Thorne

The largest distributor of natural gas in North America. It got hammered because everybody thought it was going to be cut to junk. They cut the dividend, but their higher yields are trading at or higher than they were back in the middle of last year. So there is no stress on their high yields. If they go back to the market and finance their expansion with debt, maybe that dividend comes back. Feels natural gas is going to have a nice rally. Dividend yield of 2.88%.

Price:
$17.600
Subject:
US DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-06-16 TOP PICK Potash-Corp-of-Saskatchewan
POT-T
Paul Harris, CFA

In the agricultural business, you really need potash as you need higher and higher yields. This is a great asset that no one can duplicate globally. Cut their dividend, and may have to cut it again. If they did, he would be a buyer again. Dividend yield of 6.03%.

Price:
$21.450
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-16 TOP PICK Weyerhaeuser-Co
WY-N
James Thorne

He is constructive on commodities and likes wood. This company has been working for years to get out of the unprofitable areas of wood. It’s timberland, wood, levered to housing and non-residential construction in the US.

Price:
$28.720
Subject:
US DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Bruce Campbell (1)

A renewable energy generator. Made a fairly large US acquisition. To him, it looks like you have the best growth of the power and utility group in Canada, for the next year or 2. You could make 10% plus the dividend of 4.61%, which makes it well above average in the group.

Price:
$11.730
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Bruce Campbell (1)

This stock hasn’t done anything wrong, and yet it has pulled back 15% from its peak. There is a fuel margin aspect as to how well they do at their convenience stores. They are still going to make acquisitions, although they are going to be in Europe. For the 1st time in a while, it is trading at under 20X. A growth story that you can buy on sale. Dividend yield of 0.51%.

Price:
$53.490
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 TOP PICK CitiGroup
C-N
Gordon Reid

Trading at 64% of tangible book, which gives some downside protection. When a stock is trading on a valuation basis as inexpensively as this one is, it does provide you some comfort that you can stick it out for the longer-term and you are not going to fall too far. Dividend yield of 0.48%.

Price:
$42.010
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 TOP PICK Element-Financial
EFN-T
Bruce Campbell (1)

His one-year target would be $19-$20, back where it was a year ago. When they announce the end of the deal, and earnings continue to come through, he thinks it will be fine and a good stock run up into the fall. Dividend yield of 0.68%.

Price:
$14.700
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 TOP PICK Toll-Brothers-Inc.
TOL-N
Gordon Reid

The root of success for homebuilders is new orders and prices, the rest of it is kind of noise. This company is doing well. 

Price:
$27.530
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 TOP PICK Time-Warner-Inc
TWX-N
Gordon Reid

In his opinion they have the least exposure to the cord cutting phenomenon that is going on in the US with the unbundling of cable packages, meaning fewer subscribers. They have fairly valuable properties of Warner Bros. and HBO. Their initiative to stream HBO has been quite successful. Not expensive. Trading at about 4 multiple points cheaper than Disney (DIS-N), and growing at about 15% a year. Dividend yield of 2.21%.

Price:
$72.880
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-06-14 TOP PICK A|vago-Technologies
AVGO-Q
David Burrows

This was a merger of Broadcom and Avago, both leaders in their market. Today they are the leader in RF chips which are in every Apple device. Their product offering is so strong that they were able to get a 2-3 year contract out of Apple (AAPL-Q) which Apple does not do. They have a locked-in loaded position in the next generation of iPhones and iPads, which is an expanding market. The 2nd market they are in is automotive. Cars are all becoming more connected to the Internet. This company is going to generate about $5 billion in cash over the next year. It is generating a return on capital of about 7%. Dividend yield of 1.26% which will grow at about 10% a year.

Price:
$158.990
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-14 TOP PICK Bristol-Myers-Squibb
BMY-N
David Burrows

This company is going so much faster than all of the major pharmaceutical companies, and should be trading at a substantial premium. They are well known for Eliquis, a heart and stroke drug, but are becoming very quickly the leader in immuno-ecology, which teaches your cells to turn on cancer cells to eradicate them. This market could be a $25-$50 billion market. Dividend yield of 2.08%.

Price:
$73.100
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-14 TOP PICK CVS-Health-Corp
CVS-N
Christine Poole

The leading US drug retailer. Drugs account for about two thirds of their revenue with the rest coming from Pharmacy Benefit Managers. The company targets a compound annual growth rate in earnings of 10%-14%, and she feels they are on track. Acquired Targets’ pharmacies last year, which increase their presence by about 10%-15% in terms of location. Dividend yield of 1.78%.

Price:
$96.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-14 TOP PICK Honeywell-International
HON-N
David Burrows

The market looks okay, but there are some very special companies that can give you some great attributes. This is an industrial company that is basically in 3 major businesses, home automation, automotive efficiency and energy efficiency in buildings. Almost everything they make has a sensor or a controller in it that can connect through the web. This is a part of the Internet of things. They are the leader in all of their businesses. Have grown their earnings about 12% a year over the last 10 years and grown their dividend at over 12% a year. Dividend yield of 2.06%.

Price:
$115.510
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-14 TOP PICK Royal-Bank
RY-T
Christine Poole

Trading at a very attractive valuation, just over 11X earnings. Price to Book is below 2X, which typically trades above 2X. Consistently generates an ROE in excess of 15%. Acquired City National last year which increases their US exposure. Like all the banks, this has been increasing its dividends. She expects earnings growth in the 5%-7% range. Dividend yield of about 4.2%.

Price:
$77.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-14 TOP PICK Whirlpool-Corp
WHR-N
Christine Poole

The world’s leading appliance maker. North America accounts for just over 50% of their earnings, with about 25% coming from Europe, 20% from Latin America and 7% from China. Penetration rate is about 79% in the US. Replacement sales accounts for about 50% of industry sales, and the company estimates that that peaked 2005-2006, and the average life for an appliance is about 10 years. Very long-term secular growth. Yield of about 2.3%.

Price:
$174.860
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-13 TOP PICK Bed-Bath--and--Beyond
BBBY-Q
Erin Gibbs

US housing sales are really ramping up. Consumer discretionary, especially the retail stocks, have really been beaten up, and this is trading at a good valuation. However, the key thing is that they need to have great online sales. This company got into the online game late, and are the turnaround story. We have just started seeing a ramp up in better online sales, but it is only trading at 9X earnings. Super cheap.

Price:
$43.000
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2016-06-13 TOP PICK Caterpillar
CAT-N
John Stephenson

*Short* This has had a really nice run off the bottom and is up about 35%. They capitalized big time on a once-in-a-lifetime mining boom, and he doubts if we are going to see that again. There are just too many headwinds. The street is talking up the name, but he could see this halved in price in the next year or so. Dividend yield of 4.09%.

Price:
$75.230
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-13 TOP PICK Duluth-Holdings
DLTH-Q
John Stephenson

This is part catalogue company, part Internet, part stores. Work-related clothing, but casual clothing. This has been on fire. Relatively small. Has a huge addressable market, and currently sells about $350 million US in sales. Could potentially address over a $100 billion market. More and more people are dressing casually for work. Sales are going at a clip of north of 20% and are likely to continue for the next 4-5 years., It should top $1 billion in sales in a couple of years.

Price:
$24.080
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-13 TOP PICK IBM
IBM-N
Erin Gibbs

One of her favourites for just being a very defensive company. Also, one of the companies she views as being a turnaround. They have “Strategic Initiatives”, which means they need to get more revenue from mobile, cloud and security. They’ve been doing that, and about a 3rd of their revenues comes from these higher growth areas, instead of the traditional PC sales. Trading at 11X forward earnings. Dividend yield of 3% and have a strong share repurchase program. Even though there are declining revenues for this year and flat for next year, looking 2-3 years out, she sees a big ramp up in this pay off of turning things around.

Price:
$151.280
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2016-06-13 TOP PICK Kinross-Gold
KGC-N
John Stephenson

If you are going to own gold, now is the time. This is a name that has had a lot of problems in the past, and still trades at a bit of a discount to its larger cap peers, but feels that a re-rating is due. It is going to produce about 2.7 million ounces a year, so it is a decent size producer. Costs seem to be under control.

Price:
$5.160
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-13 TOP PICK Williams-Sonoma-Inc.
WSM-N
Erin Gibbs

US housing sales are really ramping up. Consumer discretionary, especially the retail stocks, have really been beaten up, and this is trading at a good valuation. However, the key thing is that they need to have great online sales. This has one of the strongest online programs. About half their sales come from online sales. Very good growth and very good earnings. Trading at 14X earnings.

Price:
$51.030
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2016-06-10 TOP PICK AGF-Management--B-
AGF.B-T
Jerome Hass

*SHORT* With the new disclosure rules coming into play on July 15, it is really going to hurt the mutual fund companies. There has been pressure on mutual fund fees and that is going to accelerate once the disclosure rules come into play. Also, ETF’s are going to continue taking market share away from mutual fund companies. Dividend yield of 6.25%.

Price:
$5.080
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2016-06-10 TOP PICK CAE-Inc
CAE-T
Bill Carrigan

Fundamentally, this is in the industrial space as well as in the aerospace space. The aerospace peers are doing well. As long as he can remember, the US has been at war with somebody. Technically, this has a long series of tops of around $15.50, and it has finally broken out. With this break out, he thinks this works higher. Once you start breaking out of all-time highs, there is no cap.

Price:
$16.440
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-06-10 TOP PICK Callidus-Capital-Corp
CBL-T
Jerome Hass

An asset backed lender who lends to distressed companies. A lot of their companies may be in bankruptcy, which obviously spooks a lot of people, so it is very easy to put a Bear case on this. He invests on the basis of risk versus return, not sentiment. Had a high in November/14 of about $22, went down to a low of $7. In December, at tax loss selling, it became his largest position. There is a substantial issuer bid backstopping it at $14. There is a normal course issuer bid who has said they are willing to pay as high as $16.50. They just bumped up the dividend 50% giving you a 6.8% dividend yield. There is a potential take out at year-end.

Price:
$14.880
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2016-06-10 TOP PICK Canadian-Western-Bank
CWB-T
Jerome Hass

*SHORT* His concern is driven by what happened with them in the last downturn. It took 8 quarters from the start of the last recession before impaired loans peaked, and 17 quarters to get down to the pre-recession levels. We are only 4 quarters into that, and he sees a tripling of their loan provisions coming forward, and another 3.5 years ahead. Dividend yield of 3.45%.

Price:
$26.550
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2016-06-10 TOP PICK Major-Drilling-Group-International-Inc
MDI-T
Bill Carrigan

This is basically the canary in the mineshaft for the mining space. The miners have done really well, so this is the major way to play the recovery and resurgence of interest in the mining sector.

Price:
$7.010
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2016-06-10 TOP PICK BMO-Equal-Weight-Bank-ETF
ZEB-T
Bill Carrigan

The technical rule for him is that you cannot have a rising market without the leadership or participation from the financial sector, so he likes the banks. The banks have weathered well and have done well through all the past crises, and he thinks they can manage this one.

Price:
$23.240
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2016-06-09 TOP PICK Altagas-Ltd
ALA-T
Douglas Kee

Its peers are the pipeline companies and utilities, because this is a company that is kind of half and half. Has underperformed the other pipes in the last year or so. Their power side was hurt by low power prices, primarily in Alberta. The CapX program is not as well contracted as some of the other pipeline companies. That has hurt them. They are going to have good cash flow growth this year, of almost 20%. Have 3 Hydro projects coming on in BC. Also, have a gas processing plant coming on. They have a couple of gas processing plant proposals as well as a power plant proposal in California. Good earnings growth this year. He expects a dividend increase this year of 5%-6%. Dividend yield of 6.47%.

Price:
$30.600
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2016-06-09 TOP PICK LinkedIn-Corporation
LNKD-N
Michael Smedley

He bought because it had the most amazing 50% collapse due to caution in its growth.  It is the only Internet stock allowed to operate inside China.

Price:
$136.520
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-09 TOP PICK Manulife-Financial
MFC-T
Douglas Kee

This has been an underperformer versus the other insurance companies. The surprise this year is that they took a hit on their energy portfolio, that was some credit problems as well as an equity investment. Trading at BV and about 9.5X earnings. Inexpensive versus its peers. The longer-term outlook is that the traditional insurance business in North America is growing, and would grow a lot faster if interest rates went up. Has a good wealth management business that is growing. Also, have Asia which is a real attraction. Dividend yield of 3.39%.

Price:
$18.550
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2016-06-09 TOP PICK Napec-Inc
NPC-T
Michael Smedley

Covered by one analyst.  It is a turn around, re-org situation with a bright new management.  It is going to forge upwards.  It should start to move shortly.  He loves to believe he is the first investor.

Price:
$1.160
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-09 TOP PICK OTC-Markets-Group-Inc.
OTCM-N Unlisted
Michael Smedley

It is the descendant of the Pink sheets.  He has grouped platforms together under this name.  It is a very thin trader.  The owner has 40% of the shares.

Price:
$0.000
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-09 TOP PICK Shaw-Communication--B-
SJR.B-T
Douglas Kee

He owns all the telcos, because they all have good yields and reasonable dividend growth potential. This company is in a transition period where they bought Wind and sold their media. They could potentially spend $2 billion in the next couple of years on the Wind expansion, which could put a lid on their dividend growth over the next couple of years. Dividend yield of 4.8%.

Price:
$24.680
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2016-06-08 TOP PICK Capital-Senior-Living
CSU-N
Colin Stewart

Has excellent demographics being a seniors’ home. Occupancy is close to 90%. Have been able to increase rates every year. They own 60% of the underlying real estate, and don’t have a lot of government pay business. 98% is private pay. Doesn’t pay out a dividend. Instead they reinvest their cash flow into the business, which has led to an above average growth rate. Have grown their cash flow per share at 20% per year for the last 5 years. Trades at a discount to some of their Canadian counterparts.

Price:
$19.250
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-06-08 TOP PICK Currency-Exchange-Intl.
CXI-T
Mike S. Newton, CIM FCSI

A more speculative name in that it doesn’t trade very regularly. They are in the foreign currency exchange products in North America. Has an online website and technology that the banks can use as well. They’ve been working on trying to get their Schedule 1 bank license, for the distribution of banknotes.

Price:
$26.150
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-06-08 TOP PICK Hormel-Foods-Corp
HRL-N
Mike S. Newton, CIM FCSI

This owns about 30 brands including Skippy peanut butter. They are getting into the healthier food. It came on his radar screen because of its really long ascent, a very low volatile name. It was up about 500% for about 10 years and the dividend rose 300%. Then it had a big pull back of about 25%. They reported and actually beat earnings 2 weeks ago. The street turned on them. Dividend yield of 1.68%.

Price:
$34.540
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-06-08 TOP PICK iShares-Nasdaq-BioTech-ETF
IBB-Q
Mike S. Newton, CIM FCSI

Biotech’s have gone through a lot of negativity. Seasonally, right around now is when this sector starts to get accumulated by the professionals, because we get into the fall and Christmas area where there is a lot of biotech conferences. Typically, about 70% of all announcements are made somewhere between November and January in Biotechs.

Price:
$278.530
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-06-08 TOP PICK Imvescor-Restaurant-Group
IRG-T
Colin Stewart

One of the largest restaurant franchisors in Canada. They own 225 locations, mainly in Québec and Atlantic Canada. Low CapX and high free cash flow. Pays a 3.5% dividend yield. CEO is just in the early stages of a fairly significant turnaround. They are reinvesting in the restaurants and having the franchisees renovate, improving menus, improving food quality, etc.

Price:
$2.690
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-06-08 TOP PICK QHR-Corp.
QHR-X
Colin Stewart

The 2nd largest provider to Telus (T-T) of electronic medical records. There has been a push globally to get all of the physicians to get all of their medical records from file folders to electronic and online. In Canada the penetration rate is a little bit lower at only 65% while in other countries, such as the US, it is closer to 90%. Recently announced a partnership with Telus which, down the road, could lead to other opportunities.

Price:
$1.800
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-06-07 TOP PICK Walt-Disney
DIS-N
Mike Capombassis

He struggled with this since last summer when it became clear they were losing subscribers at ESPN. Thinks the company will adapt to the situation. They get affiliate fees and advertising revenue for ESPN. They also have the theme parks, studios and the consumer products division. Dividend growth has been close to 10%. Dividend yield of 1.44%.

Price:
$98.350
Subject:
US Dividend Growth
Bias:
UNKNOWN
Owned:
Yes
2016-06-07 TOP PICK Fomento-Economico-Mexican
FMX-N
David Driscoll

The largest Coca-Cola bottler in Latin America, Mexico and the Philippines. They have been moving away from that low margin business and have 15,000 Oxo brand convenience stores and are attaching gas stations to them. Have started to buy pharmacies in Colombia and Chile. Earnings are starting to turn around because there is margin expansion. Dividend yield of 1.42%.

Price:
$95.320
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-07 TOP PICK Gemalto
GTO-NA
David Driscoll

This is the company that puts the chips on your credit card. They are doing well in the US on Visa (V-N) and MasterCard (MC-N) because Americans didn’t have chips before, resulting in identity thefts. They also provide all the security for Amazon Web, the big portal that Amazon is doing very well at. They also do many countries passports and systems, plus government security. Trading at only about 13X earnings, half of what the market valuation is right now. Dividend yield of 0.84%.

Price:
$0.000
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-07 TOP PICK Novo-Nordisk
NVO-N
David Driscoll

They do drugs for human growth hormone and hemophiliac medicine, but insulin is still their big baby. Over the next 20 years, the number of type II diabetes is expected to grow by 50%, mostly in India and China. The company has new drugs coming out which is helping diabetics to lose weight. Have done a joint venture with a company that will allow them to do oral instead of injections. Dividend yield of 1.67%.

Price:
$57.310
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-07 TOP PICK Snap-On-Inc
SNA-N
Mike Capombassis

A leading manufacturer and distributor of tools and power systems, etc. They’ve paid a dividend for 77 straight years and are growing their dividends at 15%+. Have a van network of 3500 vans with their franchisees. Their next closest competitor is 1500 vans. Dividend yield of 1.53%.

Price:
$159.500
Subject:
US Dividend Growth
Bias:
UNKNOWN
Owned:
Yes
2016-06-07 TOP PICK Tractor-Supply
TSCO-Q
Mike Capombassis

The largest specialty retailer to the recreational farming and ranching communities in the US. It is 3X the size of their next 6 competitors combined. Their core customer is the hobby farmer/rancher. They sell everything from electric mowers to pet food. They operate in smaller towns without the Walmarts and Petsmarts of the world. You will see 15% earnings growth and 20% dividend growth as far as the eye can see, on the back of 5% same-store comps, a percent square footage, improvement in margins and buying shares back. Dividend yield of 1%.

Price:
$96.310
Subject:
US Dividend Growth
Bias:
UNKNOWN
Owned:
Yes
2016-06-06 TOP PICK DIRTT-Environmental-Solutions
DRT-T
Jim Huang

They have proprietary 3-D design software. Customers tell them what they want, and are shown a 3-D simulation of what it is going to look like. Instantaneously it gets priced, sent to a factory and gets built. No other company can compete with that. Have a huge market and will grow organically.

Price:
$5.200
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-06 TOP PICK Intertape-Polymer-Group
ITP-T
Barry Schwartz

It is a good multiyear theme.  Packaging and tape.  It is an interesting way to play online sales increases.

Price:
$19.890
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-06-06 TOP PICK Northview-Apartment-Real-Estate
NVU.UN-T
Barry Schwartz

Cheapest multi family residence by any metric. There are no problems, but people are treating it like it was a Fort McMurray play.  There is a lot of return of capital.  It is underpriced and deserves a better multiple.

Price:
$21.060
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-06-06 TOP PICK NexGen-Energy
NXE-X
Jim Huang

Uranium will come back because longer-term it is needed in nuclear power. It is clean with no CO2 emissions. In the short term, it is still coming back from the huge nuclear accident in Japan, but it is just a matter of time before China, Japan and Korea will be building nuclear reactors. The company has a huge discovery, one of the best, highest grade and biggest resources. Sees a lot of upside here.

Price:
$2.590
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-06 TOP PICK Whistler-Blackcomb-Holdings
WB-T
Barry Schwartz

They have been expanding in making what they call a 4 season investment plan.  They need first nations approval, but claim they can make so much cash flow that they don’t have to dilute shareholders with share issue.  They had a great ski season and are selling out for 2017.

Price:
$25.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-06-06 TOP PICK Sleep-Country-Canada-Holdings
ZZZ-T
Jim Huang

This has done very well since it has come back to the public market. They have a very good advertising campaign which they put away during the recession days, but have now rejuvenated themselves. They’ve opened more outlets. Also, into sheets, pillows, etc. which are higher margins. Dividend yield of 2.17%.

Price:
$24.010
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-03 TOP PICK Manulife-Financial
MFC-T
Jason Mann

This is cheaper than most of the banks, and probably has more growth. They got hit recently on write-downs in their credit book. The interesting thing is that if energy improves, we might actually see write-ups in the same portfolio. Trading at basically BV. PE is around 10X, cheap relative to what their profile could be. Momentum has been improving. Ultimately it should benefit from a rising rate environment. Dividend yield of 3.92%.

Price:
$19.040
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-06-03 TOP PICK Metro-Inc--A-
MRU-T
Jon Vialoux

Seasonally, consumer staples tend to do very well in the summer. US consumer staples are not too hot right now, but the Canadian is doing quite well. If you want an ETF to play it use iShares S&P/TSX Cap. Consumer Staples (XST-T). Between June 20 and November 12, he has an average gain of about 8.9%, and has been positive in 14 of the past 20 periods.

Price:
$45.110
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2016-06-03 TOP PICK Westjet-Airlines
WJA-T
Jason Mann

This has a cloud with the Alberta weakness, which is the opportunity. It has gotten too cheap based on that. Trading at 3.7X EBITDA, 9X PE and recently beat. Pristine balance sheet. This has really one of the best margins and ROI in the business. Dividend yield of 2.47%.

Price:
$23.070
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-06-03 TOP PICK Wal-Mart-Stores-Inc.
WMT-N
Jason Mann

The US retailers had a pretty horrendous quarter last month, and this one stood out as having a good quarter after having warned earlier. Had warned earlier in the year because of higher wages, as well as spending money on improving their online experience. Very cheap on valuation. Slow and steady company. Trading at 16X PE and a solid balance sheet with a good yield of 2.82%.

Price:
$70.870
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-06-03 TOP PICK BMO-Aggregate-Bond-Index
ZAG-T
Jon Vialoux

You want to lower your beta, and this holds both corporate and government bonds. The yield is about 3%. It broke out recently at about $15.90, and the trend is clearly positive.

Price:
$16.130
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2016-06-03 TOP PICK BMO-US-High-Dividend-Covered-Call-ETF
ZWH-T
Jon Vialoux

You want to be focused on these covered call strategies at this point. If you think upside is capped, covered call strategies are ideal. This is unhedged versus the US$, so you will have that confirmation, and it might act as a hedge if you get a strengthening of the US$.

Price:
$19.280
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2016-06-02 TOP PICK Bank-of-Nova-Scotia
BNS-T
Michael Sprung

Have had a very good recent quarter. He likes the diversification. Have an international footprint, but have lost the premium that they tend to trade at relative to the other banks. That is usually a good time to be looking at banks. Inevitably in the cycle it is going to come back again. Likes the strong focus they are putting on cost and expense control. 4.4% dividend yield.

Price:
$65.450
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-02 TOP PICK Fortis-Inc.
FTS-T
Michael Sprung

A few years ago they made a big bet with a large purchase in Texas, and now they are buying ITC, a transmission company with a lot broader exposure. Despite the fact that they have had to finance this with a fair amount of debt, he thinks this is another transformational change for the company. It makes it a much more regulatory diversified company.

Price:
$41.140
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-02 TOP PICK Questrade-Fixed-Income-Core-Plus-ETF
QCP-T
John Hood

It is actively managed and sometimes he likes to get one that is actively managed.  50 basis point MER.  It is a brand new fund and all the distributions have not come out.

Price:
$20.350
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
NEUTRAL
Owned:
No
2016-06-02 TOP PICK Vermilion-Energy-Inc
VET-T
Michael Sprung

Geographically diversified with European operations. Good balance sheet. It generates free cash flow which supports the yield of 5.94%. You’d have to see quite a downturn of current prices to see the dividend being in jeopardy. Since 2011, they have gone from 35,000 barrels a day to 65,000. With Carob coming on, it should get even better.

Price:
$43.450
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-02 TOP PICK Vanguard-MSCI-U.S.-Broad-Mkt-ETF
VUS-T
John Hood

CAD-Hedged.  This is a good way to play the total market.  As the US economy gets stronger it lifts all the others. 

Price:
$41.920
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
NEUTRAL
Owned:
Yes
2016-06-02 TOP PICK BMO-S-and-P-TSX-Base-Metals-ETF
ZMT-T
John Hood

It is a bet on China recovering.  It is base metals.  He decided to go back into it.  It can’t go down much unless they start giving away copper for free.  He is at only 1% as it is a gable.

Price:
$6.570
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
NEUTRAL
Owned:
Yes
2016-06-01 TOP PICK eBay-Inc
EBAY-Q
Elliot Fishman

This is not the trading monster it used to be. Very range bound and has been about $20-$30 since 2010. It has built a very nice base at $23.50. There is nothing crazy in the volumes, and this is something that is ready to drift up higher again.

Price:
$24.070
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2016-06-01 TOP PICK SPDR-Gold-ETF
GLD-N
Elliot Fishman

The only reason he picked an ETF rather than a gold stock is that sometimes they don’t go in tandem. He likes gold, and if he thinks it is only going to go up to $1400, this one could get back up to $125-$130 very, very quickly, while a Barrick (ABX-T) or a Goldcorp (G-T) might not do very much.

Price:
$115.940
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2016-06-01 TOP PICK GW-Pharmaceuticals-PLC
GWPH-Q
Matthew McCall

A UK company. They use synthetic cannabinoids to create drugs that are used to fight seizures and pain. This has been lumped into the cannabis/marijuana sector. Had their phase 3 updated results for a drug for seizures in children under 1 year of age. In the next month, there are 2 phase 3 trials that are coming in from the FDA, and he believes that 1, possibly 2 are going to be approved.

Price:
$92.170
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2016-06-01 TOP PICK Macys-Inc.--formerly-Federated-Department-Stores-
M-N
Elliot Fishman

The sector is under pressure and the stock has collapsed. He likes to find things that are under pressure. If this was the only company that looked like this, he wouldn’t have picked it, but a lot of retailers look like this. It stopped at $30 and has already rallied up 10%. Thinks it has a very, very good chance of getting back up to $40.

Price:
$33.030
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2016-06-01 TOP PICK Ply-Gem-Holdings
PGEM-N
Matthew McCall

Basically manufactures and sells goods for home building, both commercial and residential. There are 2 segments. Siding and fencing for the outside, and windows and doors. Rather than picking a specific housing company, he would rather pick a secondary play that sells to both commercial and residential. Companies like Home Depot (HD-N) are selling a lot of their products.

Price:
$15.080
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2016-06-01 TOP PICK TAL-Education-Group
XRS-N
Matthew McCall

Basically afterschool tutoring for rich people in China, a $100 billion business, and one of the top 5. Great looking chart over the last couple of years, but is pulling back from all-time highs. Earnings look fantastic and are expected to increase from $1.49 this year to $3.12 in the next 3 years. Has a very low PEG ratio of 1.2.

Price:
$55.000
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
Showing 1 to 120 of 22,587 entries
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