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

Recent Top Picks

Date Signal Company Expert Opinion Price
2016-02-09 TOP PICK Cineplex-Inc
CGX-T
Christine Poole

Just reported and they were good numbers. A good slate of movies has helped traffic. Very good operators. They are always able to improve their revenue spend per patron. Have been able to increase their concession spend. They are trying to diversify their revenue base by getting into online gaming. Dividend yield of 3.2%.

Price:
$48.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 TOP PICK Enbridge
ENB-T
Andy Nasr

You don’t buy this if you worry about oil going to $25, because the stock would get weaker. He always makes sure that he has a long-term time horizon in mind when looking at these companies. Doesn’t think $25 oil is sustainable over a 5-10 year time horizon. They have capital requirements they are going to have to fund at some point. There is speculation they may come to the market with an equity issue. Even if they don’t get the money, given their vast presence in North America and oil distribution, you can rely on the cash flow. Dividend yield of 4.77%.

Price:
$44.770
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 TOP PICK Gildan-Activewear-Inc.
GIL-T
Andy Nasr

This has sold off a lot since the beginning of the year. They report in a couple of weeks and thinks the numbers are going to be a little bit light. You are looking at about $1.70 for next year, however in a few years you could see earnings approach $2.50 US. Substantial earnings growth because they are investing heavily in new capacity. Have dominant market share in the areas they are in, and that should increase, especially as they penetrate the retail market. Can see this growing 15%-20% in the next few years. Dividend yield of 1.11%.

Price:
$31.550
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
Christine Poole

This had a big pull back to $700. Reported a great quarter last week. This is the biggest online search company, and online advertising is a secular growth industry. Thinks it still only represents about 30% of the overall ad-spend when a company looks at their advertising budget, and it should increase over time. With this company’s dominance in search, they will get a larger share of that advertising budget. Thinks earnings can grow in the 18%-20% range for the next few years. Trading at a 20X multiple, and a 1.5 PEG ratio.

Price:
$701.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 TOP PICK Home-Depot
HD-N
Christine Poole

A very good operator and capital allocator. Primarily US at about 90%. The rest is Canada and Mexico. This is a play on the US economy. The consumer is healthy, employment is healthy. When people feel better they spend more on their home. When the job market is robust, they tend to move. Housing starts are still way below normalized levels, and should slowly improve. They always pay out 2% of their earnings in dividends. Dividend yield of 2.07%.

Price:
$113.860
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 TOP PICK George-Weston-Ltd.
WN-T
Andy Nasr

He is trying to position his portfolio somewhat defensively given the volatility he is seeing in Canada. This has a relatively strong balance sheet with a lot of cash, along with the bakery business where they can potentially unlock some of the value. Dividend yield of 1.66%.

Price:
$103.020
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2016-02-08 TOP PICK Agnico-Eagle-Mines
AEM-T
Robert McWhirter

It has been a star recently.  It is a gold company that pays a dividend.  There is 10% trailing cash flow so lots of room to increase the dividend.  2.3% free cash flow.  PE is .38.  It is one of the few gold companies with attractive fundamentals going forward.

Price:
$47.240
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
No
2016-02-08 TOP PICK Boralex-Inc.
BLX-T
Robert McWhirter

940 Megawatts of power in three countries.  3.5% yield and a reasonable payout.  Earnings estimates were cranked up by 14% in the last 90 days.

Price:
$15.190
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Yes
2016-02-08 TOP PICK Currency-Exchange-Intl.
CXI-T
Jerome Hass

This is a niche business in the non-banks sector. The stock has fallen back partly because the market has been waiting 2 years for them to get their Schedule 1 bank license. When they do get it, it opens up a lot more doors in terms of marketing. (A lot of banks will deal only bank to bank in terms of a foreign exchange vendor.) Also, it would give them direct access to Central Banks, so they don’t have to pay a middleman in order to get access to foreign exchange. Thinks they are on the cusp of getting that bank license. Unfortunately, the summer election and the change in government have delayed that.

Price:
$22.010
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-02-08 TOP PICK Mylan-Inc
MYL-Q
Jerome Hass

Long. (A Pairs trade with a Short on Valeant Pharma (VRX-T). In a Pair trade you really have conviction on both sides. In this instance, while he likes Mylan as a Long hedge position, the conviction actually lies with Valeant as a Short, which still has a lot of fundamental problems ahead of them.

Price:
$50.450
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-02-08 TOP PICK Saputo-Inc.
SAP-T
Robert McWhirter

Cheese, Yogurt, and Dairy.  1.5% dividend, 25% payout.  A 12% earnings surprise.  There is a pretty good opportunity for this stock going forward and it is a safe heaven.

Price:
$37.040
Subject:
GROWTH & INCOME
Bias:
BEARISH
Owned:
Yes
2016-02-08 TOP PICK Shawcor-Ltd.--A-
SCL-T
Jerome Hass

*Short*. A pipe coating company. Has had it as a Top Pick twice in the past, but on the Long side. About a year ago he decided that there were so many headwinds the company was fighting in the sector, that he exited his Long positions. They are going to have a very tough 12-18 months ahead. When the oil/gas sector does roll over, they’ll be one of the last to respond to it, so there’ll be plenty of time to cover a Short if there is a rally in the market. A great company and he’ll be coming back to it in the future as a Long position.

Price:
$28.780
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-02-08 TOP PICK Valeant-Pharmaceuticals
VRX-T
Jerome Hass

Short. (A Pairs trade with a Long on Mylan (MYL-Q). In a Pair trade you really have conviction on both sides. While he likes Mylan as a Long position, his conviction actually lies with this company as a Short. They still have a lot of fundamental problems ahead of them.

Price:
$124.880
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Linamar-Corp
LNR-T
Allan Meyer

Low debt, good interest coverage and has a 7-8 times on a price to earnings basis going forward. Also, has good free cash flow which can be used to increase the dividend, buy back shares or make an acquisition. Dividend yield of 0.76%.

Price:
$52.720
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Metro-Inc--A-
MRU-T
Allan Meyer

Trading around its market multiple on earnings, so is pretty comfortable with it. It also has a low debt level and good interest coverage. For uncertain times, this is a nice stable area where you won’t see a huge amount of fluctuation in their revenue or earnings. 1.36% dividend yield.

Price:
$41.090
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Proctor--and--Gamble
PG-N
Hap (Robert) Sneddon FCSI

This is a way to play the consumer staples sector where you are trying to get the best of the group. Has an upside target of around $97. The risk/reward is pretty good from here.

Price:
$81.200
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Transalta-Renewables
RNW-T
Allan Meyer

The parent company Transalta (TA-T) keeps pushing their stuff down, and doesn’t want to see them get into any trouble. Owns wind farms and some Hydro operations. Payout is high at 90%, but he is not concerned about the dividend. Dividend yield of 8.64%.

Price:
$10.320
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Trans-Canada-Corp
TRP-T
Hap (Robert) Sneddon FCSI

A good place to get back into. It sort of represents a “1st in/last out” philosophy. The downtrend has been broken. They are trying to focus on liquid gases to diversify bases a little. Has a really nice dividend. His target a year from now is around $59.

Price:
$49.400
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-02-05 TOP PICK Wal-Mart-Stores-Inc.
WMT-N
Hap (Robert) Sneddon FCSI

A good example of a name that has been beaten up, which he thinks has done something really interesting. Thinks this is going to get to $79 from cost savings through 269 stores being shut and them focusing on their express, groceries and pharmacies.

Price:
$67.000
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-02-04 TOP PICK Apple
AAPL-Q
Brian Acker, CA

44% upside.  They missed on their iPhone volumes.  It is not devastating.  His model price is still $138.  He does not think you can get hurt here.  The 2% dividend will probably go higher.

Price:
$96.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2016-02-04 TOP PICK Arc-Resources-Ltd
ARX-T
Michael Sprung

In exploration, development, crude oil, natural gas and natural gas liquids. They are in 5 core areas. One that they are putting a great deal of emphasis on is the Montney area, where they have had great success. Trading at 6 to 8 times price to cash flow. Has a very strong balance sheet and very good participation in their DRIP program. Dividend yield of 6.56%.

Price:
$18.290
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-04 TOP PICK Bank-of-Nova-Scotia
BNS-T
Michael Sprung

For a long time this bank had a premium valuation. With their exposure to South America, which is largely dependent upon mining, that valuation has come off quite a bit. Their main exposure is in Mexico, Chile, Peru and Colombia, and the view is that their GDP growth is likely to be under 3% for the next year or so. However, they are gaining market share there. Efficiency ratio is fairly strong, so it is a profitable region for them. Trading at about 1.4 X Book. Dividend yield of 4.82%.

Price:
$56.860
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-04 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Brian Acker, CA

His model price is double what it is trading at now.  They have a HEP-C drug that cures for $90k per person.  The market is overreacting to congress’s desires with drug prices.

Price:
$86.680
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2016-02-04 TOP PICK General-Motors-Corporation
GM-N
Brian Acker, CA

Model price is 32% below the current price.  GM is spinning off GE capital. Investors get to decide if they want Synchrony or GE.  He thinks the valuation will go up substantially.  3.2% dividend.

Price:
$28.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2016-02-04 TOP PICK Hudbay-Minerals-Inc.
HBM-T
Michael Sprung

(A Top Pick Feb 25/15. Down 70.84%.) The primary concern is what the pressure is going to be on their debt covenants at current copper prices. Given the production they have coming online in the next couple of years, you should see those covenants relax. Should finish this year with about $200 million in cash at least, and they still have fairly large credit facilities. There are also some good assets coming on stream. Dividend yield is 0.65%.

Price:
$3.080
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-03 TOP PICK Brookfield-Property-Partners
BPY.UN-T
Derek Warren

This is his core pick. Their ability to sell Australia, buy US, buy London, sell Canada, etc. and to be able to balance around the global markets is a great tool. Great valuation here. This offers growth that is difficult to find. Dividend yield of 4.92%.

Price:
$28.870
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2016-02-03 TOP PICK Morneau-Shepell-Inc
MSI-T
Norman Levine

Kind of a boring company, which is great in this kind of a market. They are in the human resources consulting and outsourcing business. They’ll monitor a company’s payroll for them as well as healthcare benefits and pension funds. Dividend yield of 5.29%, which he thinks they may raise.

Price:
$14.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-03 TOP PICK Pentair-PLC--Ireland-
PNR-N
Norman Levine

This is big in valves, flow controls, etc. It moves water, but a lot of what it does is oil as well as in pipelines, etc. In the near term that is hurting them, but their other areas are growing nicely. Dividend yield of 2.9%.

Price:
$45.450
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-03 TOP PICK Pure-Multi-Family-REIT-LP
RUF.U-X
Derek Warren

An income play. A Canadian REIT that invests in the US. This gives you the opportunity to get a yield that is US$ earnings. Stock fell off recently because of their Texas portfolio. The reality is that Texas is not affected by oil, Houston is, and they don’t have properties in Houston. Dividend yield of 7.92%.

Price:
$4.800
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2016-02-03 TOP PICK Sun-Life-Financial-Inc
SLF-T
Norman Levine

Its life insurance business is a good quality business. They are going after pension funds to annuitize them. Right now they are getting about 45% of their earnings from MSF, their investment management subsidiary. He likes that business very much as it has good growth and good margins. Their Asian growth is in safer areas such as the Philippines. Dividend yield of 4.06%.

Price:
$38.440
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-03 TOP PICK Tricon-Capital-Group
TCN-T
Derek Warren

This is his value pick. Basically invests in the housing market in the US, but through many different ways. They have a small home building arm, single family rental, development of luxury apartment buildings, seniors’ communities, etc. Have the ability to go across the US and take advantage of different opportunities. Dividend yield of 2.91%.

Price:
$8.360
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2016-02-02 TOP PICK Alaris-Royalty
AD-T
Alex Ruus

Royalties of income streams from non-resource companies. The beauty is that it has the appeal of the royalty type structure, but in a non-resource setting. Has had its biggest pullback in a long, long time. Have about a 75% payout ratio, so the dividend is very, very safe. Trading at 13X this year’s earnings and 10X 2017 earnings with about a 7% free cash flow yield. Dividend yield of 6.8%.

Price:
$23.820
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-02-02 TOP PICK Anthem-Inc
ANTM-N
Alex Ruus

One of the 2 biggest health insurers in the US. A great business that has done really well. Stock has pulled back despite the earnings. The dividend continues to grow. Trading at 11X this year’s earnings and 10X next year’s. This is a Buy Back machine having reduced shares outstanding by 57% in the last 9 years. Dividend yield of 1.97%.

Price:
$127.010
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-02-02 TOP PICK CASH
CASH
Keith Richards

Sell on the rallies and raise cash. Believes we are in an interim bear market.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Yes
2016-02-02 TOP PICK CurrencyShares-Euro-Trust
FXE-N
Keith Richards

This tracks the euro versus the US$. Technically this is basing. He likes to see stuff that has had a fall and is now starting to form a base. That is usually the beginning of what could be a positive move. There is also a little bit of “fundamental” in this play as well. He has taken a half position to start. If the Fed becomes a little more dovish than they implied in late 2015, the US$ might just pull back a little bit. Meanwhile the euro might be a little bit on an upswing. Thinks the euro is an OK place as a safe haven, at least for the short term if this market continues to act erratically.

Price:
$106.790
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Yes
2016-02-02 TOP PICK Microsoft
MSFT-Q
Alex Ruus

One of the world’s largest software companies and now an emerging global leader in Web services. Trading at 17X earnings. $7 a share in cash on the balance sheet. Dividend yield of 2.72%.

Price:
$53.000
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-02-02 TOP PICK iShares-S-and-P-TSX-Global-Gold
XGD-T
Keith Richards

Tracks gold stocks on the TSX. The chart shows a little bit of a base that seems to be happening. He is looking for a possible break out. Producers have been lagging the actual commodity, and he is wondering if there might be some catch up. Doesn’t own this yet but is showing what he is interested in buying and will possibly buy in the next week or so.

Price:
$8.840
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
No
2016-02-01 TOP PICK AGT-Food--and--Ingredients
AGT-T
Brendan Caldwell

Beans.  Formerly alliance grain traders.  He has liked food for some time.  There is a surging worldwide demand for beans as an alternative to meat.  We are the leaders in distributing and manufacturing beans through AGT-T.  Turkish and Indian crops have not been good this year.  It has a fair amount of momentum here.  The low Canadian dollar benefits them.

Price:
$35.340
Subject:
CANADIAN VALUE
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2016-02-01 TOP PICK Clearwater-Seafoods-Inc.-
CLR-T
Brendan Caldwell

It already has so many quotas that have been put in place.  They just acquired a Scottish player that is distributing to Europeans.  The low Canadian dollar benefits them.

Price:
$11.570
Subject:
CANADIAN VALUE
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2016-02-01 TOP PICK Canadian-National-R.R.
CNR-T
Hank Cunningham

2.8% bond maturing Sept 22/25 at $102. He is all for quality these days and this is a solid single A credit that has zero problems on the credit side. There are very few of these kinds of bonds in Canada.

Price:
$74.450
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2016-02-01 TOP PICK Transalta-Corp
TA-T
Hank Cunningham

6.4% bond maturing Nov 18/19 at $96. The yield to maturity is 7.63%, which is still an investment grade bond. It was rated as a BBB minus, but Moody’s downgraded it to one notch below investment grade late last year, and their bonds have fallen by about 15 points. They have 2 bonds maturing between now and 2019. Their forecasts are for about $1 billion in EBITDA in the next 2 years.

Price:
$4.910
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2016-02-01 TOP PICK Uni-Select-Inc
UNS-T
Brendan Caldwell

A big distributor of automotive paint.  The opportunity in auto is in keeping the cars on the road. 

Price:
$61.750
Subject:
CANADIAN VALUE
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2016-02-01 TOP PICK iShares-US-High-Yield-Bond-Index-ETF
XHY-T
Hank Cunningham

(A Top Pick Feb 11/15. Down 10.5%.) This has been one of the worst years ever for the high-yield market. He has been in and out of this twice since his recommendation. This is nothing, but US high-yield bonds, and hedged back to the Cdn$. Well diversified both by maturity and credit. The yield to maturity is slightly under 9%.

Price:
$18.000
Subject:
FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2016-01-29 TOP PICK BCE-Inc.
BCE-T
David Cockfield

Has been one of our better performing stocks over the last couple of years, and has performed well in this kind of environment. They are fast on their feet and are spreading out into TV, sports, etc. They like increasing their dividend. Dividend yield of 4.6%.

Price:
$56.430
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-29 TOP PICK CASH
CASH
Kash Pashootan

He was at 25% cash in the 1st week of January, and is still sitting at that. Although there are days where the market rallies 1.5%-2%, he wouldn’t cheer too early. Thinks the volatility is going to continue. Cash on the sidelines gives you an opportunity to step in and buy.

Price:
$0.010
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2016-01-29 TOP PICK Constellation-Software-Inc.
CSU-T
Kash Pashootan

The challenge is that the stock just keeps going up and it is very difficult to find an entry point. It is now down about 15% since January, and is at an entry point that many have waited for. Their core business is niche acquisition strategy, so they are acquiring small software companies. The average acquisition size is about $3 million, and they are focusing on a space that the bigger players are not interested in.

Price:
$510.000
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2016-01-29 TOP PICK McDonalds
MCD-N
Kash Pashootan

There was a lot of cash on the sidelines last year, as investors weren’t convinced the company could turn things around. But after the results we have seen recently, that conviction has started to diffuse into the market. Thinks there is going to be a new round of capital coming in from new investors who feel better about the story. They are still early in this turnaround. There is probably 10%-15% upside at the most, and then you want to get out. Dividend yield of about 3%.

Price:
$123.780
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2016-01-29 TOP PICK Toronto-Dominion
TD-T
David Cockfield

Banks have been under pressure because of Short selling in the US. We had a reasonable recovery in the latter part of 2015, and then it sold off again. Somehow US Shorts got the idea that our banks have lent a whole lot of money to the oil patch and are going to lose on a whole bunch of loans. This bank has less than 1% of its loans in the energy sector. This bank has a huge US operation. Dividend yield of 3.87%.

Price:
$53.150
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-29 TOP PICK BMO-Low-Volatility-US-Equity-ETF
ZLU-T
David Cockfield

(A Top Pick Feb 18/15. Up 16.79%.) Has a lot of US retail, consumer durables, healthcare, etc. A domestically oriented low beta ETF. A part of the US economy that will do reasonably well and not be affected by the high US$.

Price:
$29.190
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-28 TOP PICK Brookfield-Infrastucture-Partners
BIP.UN-T
Barry Schwartz

(His top picks are dividend growers.) One of the publicly traded spinoffs of Brookfield Asset Management (BAM.A-T). This is a good way for retail investors to get exposure to infrastructure assets. Dividend yield of 5.73%.

Price:
$49.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 TOP PICK Brick-Brewing-Company-Ltd.
BRB-T
Colin Stewart

What could be more non-economically sensitive than beer? They just built a new facility that gives them a lot more capacity.  Overnight the shelf space for small brewers will go from 7% to 20% in The Beer Store.  Grocery stores in Ontario are starting to sell beer and are choosing craft beer over regular beer. 2.7% dividend, good management team.  There will be a lot of consolidation in the industry in the future.

Price:
$1.940
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 TOP PICK Cineplex-Inc
CGX-T
Barry Schwartz

(His top picks are dividend growers.) 2015 was the best year of box office that we have ever seen. These are wonderful operators. They generate a lot of free cash flow that they use to improve their theatres. They are now getting into gaming. There is even the potential for a US company to take a look at this, to get exposure to Canada. Thinks you will see a dividend increase in 2016. Dividend yield of 3.25%.

Price:
$47.960
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
Colin Stewart

Financials in the US are very out of favour. 3.5% dividend and it trades below book value.  Hold it for the long term.

Price:
$57.280
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 TOP PICK Pollard-Banknote-Ltd
PBL-T
Colin Stewart

Scratch lottery tickets.  One of the top three manufacturers in the world.  It is an oligopoly.  Barriers to entry are very high because of security concerns. 

Price:
$7.450
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-01-28 TOP PICK Telus-Corp
T-T
Barry Schwartz

(His top picks are dividend growers.) When a company raises its dividend, it is signalling to investors that it thinks the year ahead is going to be good. This one has been a wonderful dividend grower with many, many years of dividend growth. 2 dividend increases last year added up to about 10%. The stock has been hurt by the sentiment of its exposure to the energy intensive provinces. Dividend yield of 4.56%.

Price:
$38.610
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-27 TOP PICK Apple
AAPL-Q
Don Lato

The valuation is just too low to pass up at this level.  They will most likely increase their dividend in April.  They are still gaining market share.  His biggest concern would be a lack of pick up in China.

Price:
$93.420
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-01-27 TOP PICK Aecon-Group-Inc
ARE-T
Don Lato

They are doing the Eglinton subway.  They have been around since the last 1800s.  Reasonable valuation at 12 times next year’s earnings.  They are off their highs because of western exposure, but little of that exposure is to the energy sector. 

Price:
$13.630
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-01-27 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
Cameron Hurst

Feb 1 is earnings date.  It is the first time we get enhanced disclosure.  When companies enhance their disclosure, there is a bit of a coming clean and it possibly costs more than people think, but then there is the core business coming clean.  You end up seeing a better trajectory for earnings growth.  Near term there is some room for an uplift. 

Price:
$717.580
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2016-01-27 TOP PICK Parex-Resources-Inc.
PXT-T
Don Lato

It was up 34% last year.  He thinks it is time to nibble away at energy stocks again.  A year from now you have to look at companies that are still going to be there.  They operate in Columbia, no exposure to Alberta and royalty concerns.  4.5 times next year’s cash flow and no debt. 

Price:
$9.230
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-01-27 TOP PICK Simon-Property-Group-Inc.
SPG-N
Cameron Hurst

Best in class operator, assets and balance sheet.  Quickly escalating rates could be a negative.  They are internationally diversified.  Good ‘A’ properties all round.  They have the best leading numbers of anyone.  They are in the top markets.  They are the best in the business.

Price:
$186.040
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2016-01-27 TOP PICK TJX-Companies
TJX-N
Cameron Hurst

A defensive business model.  They have solid growth and he likes this in this environment.

Price:
$69.190
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2016-01-26 TOP PICK Barrick-Gold
ABX-T
Ross Healy

Cheap at about 1.5X Book. Thinks it will do very, very well in an era of rising bullion. Bullion has only moved a little bit, and this stock has moved from $8 to nearly $13. You want a big company with leverage.

Price:
$13.400
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-01-26 TOP PICK Amazon.com
AMZN-Q
Mike S. Newton, CIM FCSI

This continues to be a category killer. They account for 20% of all US online sales. Reporting on Thursday, so it is going to be interesting to see what happens. We are currently in the middle of an 18% drop. Had a strong year last year being up 140%. They are doing everything right.

Price:
$601.250
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-01-26 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Mike S. Newton, CIM FCSI

90% of this company’s revenue is from outside of Canada. 60% US and 30% Europe. A low volatile name. They are going to continue to be a consolidator in this space. They are doing more and more manoeuvres in Europe. Dividend yield of 0.43%.

Price:
$62.130
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-01-26 TOP PICK Enbridge-Income-Fund-Holdings
ENF-T
Ross Healy

Cheap at around 1X BV. Thinks the correction in pipelines is pretty much over. Dividend yield of 6.8%.

Price:
$27.840
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
2016-01-26 TOP PICK Newell-Rubbermaid-Inc.
NWL-N
Mike S. Newton, CIM FCSI

Going to be acquiring Jarden (JAH-N) and the stock is down about 20% on concerns of funding and other issues. However, the company is expected to have about $500 million in synergies and expected to close some well-known brands. One of those low volatile names that he loves. Dividend yield of 1.99%.

Price:
$38.180
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-01-26 TOP PICK Telus-Corp
T-T
Ross Healy

The cheapest of the big 3. It recently set back to excellent support at about 2.5X Book. For this stock, that is quite cheap. Has nice upside potential and a 4.7% dividend yield.

Price:
$37.640
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-01-25 TOP PICK Agnico-Eagle-Mines
AEM-T
Bill Carrigan

It is one of the better gold stocks.  It is a fantastic strong performer compared to XGD-T.

Price:
$39.780
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
No
2016-01-25 TOP PICK CAE-Inc
CAE-T
Bill Carrigan

(Top Pick Dec 21/15, Down 4%) He has been waiting for it to break out.  Military spending might be going up.  It is outperforming.  It was not damaged during the selloff.  We wants to see it take out the highs.

Price:
$14.840
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2016-01-25 TOP PICK CASH
CASH
John Stephenson

You have to be a little more defensive in these markets. It is very uncertain out there. We are seeing wacky markets that really defy a good explanation of what is happening. He is holding 45%-50% currently.

Price:
$0.010
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2016-01-25 TOP PICK GoPro-Inc
GPRO-Q
John Stephenson

*SHORT* A company with a very fanciful idea of holding cameras on your helmet, etc. while you are skiing. Had a ridiculously high valuation. The valuation has come in line, but they are not profitable. The channel checks are coming back incredibly negative. There is a huge amount of inventory and there is pricing pressure. Could see this going down another $4-$5.

Price:
$10.590
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2016-01-25 TOP PICK Slate-Retail-REIT
SRT.UN-T
John Stephenson

A Canadian REIT, but all US properties. Grocery anchored stores and in smaller communities, more of 2nd tier cities with populations of about 1 million people. There is really no other competition and they are getting these at very attractive cap rates. Dividend yield of 10.79%.

Price:
$14.190
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2016-01-25 TOP PICK BMO-Equal-Weight-Utilities-Index-ETF
ZUT-T
Bill Carrigan

It is equal weight so you get a little more torque.  It boosts the income portion of your portfolio.  The relative performance has been pretty good.  About 5% yield.  We have support here.

Price:
$14.120
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2016-01-22 TOP PICK Agnico-Eagle-Mines
AEM-T
Jaime Carrasco

(A Top Pick Dec 12/14. Up 39.32%.) Will be reporting earnings in February and it will be interesting to see what they do with the earnings expansion Canadian producers are having. Thinks their earnings in February are going to surprise to the upside. He would pick this up on any weakness. On a long-term basis, all the assets they have are going to pay out very well for long-term shareholders. Dividend yield of 1.11%.

Price:
$38.640
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2016-01-22 TOP PICK Altagas-Ltd
ALA-T
Michael Simpson, CFA

An energy infrastructure company. Get a lot of revenue and EBITDA from utilities, midstream and contracted power. 50% of EBITDA comes from the US. Recently announced they are going to try and sign an agreement with the Prince Rupert Port Authority to export propane. They are already doing this from Washington State. Has the only natural gas pipeline to the BC coast, and this is not getting properly reflected in the market. Has gotten beaten up a lot from lower commodity prices, but they have less than 1% exposure to commodities. Great valuation. Looking for steady dividend increases after 2016. Dividend yield of 6.42%.

Price:
$31.380
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-22 TOP PICK BCE-Inc.
BCE-T
Jaime Carrasco

He likes how the company is positioning itself. They are going after data, so it is an interesting way on how they are competing with Rogers (RCI.B-T), which makes a lot of sense. Dividend yield of 4.71%.

Price:
$55.370
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2016-01-22 TOP PICK Central-Fund-of-Canada-Ltd--A-
CEF.A-T
Jaime Carrasco

This is gold bullion and a good way to buy bullion. He wants to hedge any possible decline in the Cdn$.

Price:
$14.640
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2016-01-22 TOP PICK Magna-Int-l.--A-
MG-T
Michael Simpson, CFA

An auto parts company, but is trading at about 7X next year’s earnings. Pristine balance sheet. Made an acquisition of Getrag in Germany which is very big in transmissions. Cars have to become more fuel efficient, and Getrag can do that. Cars have to be lighter, and Magna can capitalize on all these trends in the car industry. Only 5% of their sales are in China, but will grow over time. Dividend yield of 2.33%.

Price:
$49.820
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-22 TOP PICK Morneau-Shepell-Inc
MSI-T
Michael Simpson, CFA

Originally a pension benefits consulting firm. Also, provide employee assistance programs. Likes the strong recurring revenue, good cash flow and that the average client has been with them for 20 years. 90% of revenues are in Canada. Very stable dividend during uncertain times. They have the ability to grow in the US. Dividend yield of 5.45%.

Price:
$14.550
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-21 TOP PICK Apple
AAPL-Q
Gordon Reid

(Top Pick Jan 15/15, Down 7.65%) They are in the midst of a ‘weak refresh’.  The market is looking to the iPhone 7 later this year.  Here is a company that makes 60% of their revenue from an iPhone with a 40% margin.  Their customers are loyal.  73% of iPhone users have an iPhone 5 or older.  There is huge opportunity due to the upgrade cycle to the 7 and successive products.  A third of their market cap is in cash.

Price:
$96.300
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2016-01-21 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Greg Newman

This fits into the thesis of being pretty defensive. About 90% of their earnings come from the US. Dividend yield of 4.91% is well covered and is capable of growing. He models a 15% free cash flow growth over the next few years. This is one where you get paid and it is not going to hurt you. In this kind of market, pick your time to step in.

Price:
$10.840
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2016-01-21 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
Greg Newman

(A Top Pick Nov 26/14. Up 8.33%.) Renewable, infrastructure, improving property values in the US, asset management, private equity flows. This is a low interest rate idea. Believes it can grow 17% FFO over the next couple of years. Trading at a discount to his assumed next year’s NAV. Dividend yield of 1.59%.

Price:
$40.050
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2016-01-21 TOP PICK CVS-Health-Corp
CVS-N
Gordon Reid

They are a strong pharmacy benefit manager, as well as a pharmacy.  They recently bought Omnicare, who supply nursing homes with a billon prescriptions a year.  They are predictable.  15 times earnings.  It is a great place to be if you are nervous about China.

Price:
$94.480
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2016-01-21 TOP PICK Killam-Properties-Inc
KMP.UN-T
Greg Newman

Eastern and Ontario focused apartments. Declining commodity costs are a bit of a tailwind. Lower refinancing rates, probably over the next couple of years, is a bit of a tailwind. Sees reasonable growth of about 7% over the next couple of years. Trading below its five-year average. Dividend yield of 5.86%.

Price:
$10.280
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2016-01-21 TOP PICK Wells-Fargo
WFC-N
Gordon Reid

A play on the housing recovery.  Loan growth and credit quality are both up.  As interest rates rise, these banks will make a lot more money than the market is anticipating.

Price:
$48.010
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2016-01-20 TOP PICK Aegon-N.V.
AEG-N
Benj Gallander

Dutch based financial services. Had to be bailed out by the Dutch government during the recession, but have since come back. Regulators have just allowed them to increase their dividends by 9%. They can also buy back €400 million in shares. Have some operations in the US. He can see this going up to around $20 from here. Well-run company. Also, likes the euro which could go up against the US$, which he feels is overvalued. 

Price:
$5.460
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-01-20 TOP PICK Alacer-Gold-Corp
ASR-T
Benj Gallander

Located in Turkey is one of the major dangers, because of their elections and that they are not getting along with Russia. Thinks the US$ is high, so when that comes down the gold price should go up. The company has zero debt and they make money. Thelr “all in” sustaining costs is $600+. Have about $650 million they can draw on to expand, but that adds a lot of risk to the company. His initial sell target is $6 and change.

Price:
$2.100
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-01-20 TOP PICK Enbridge
ENB-T
Douglas Kee

This has probably been the worst of the pipelines, so it is yielding 5.14%. Have already announced their dividend increase for 2016 of about 14%-15%. Based on the rate base they already have, and about $20 billion of CapX over the next few years, he expects them to increase their dividend at a 10% rate for the next 3 years.

Price:
$41.230
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-01-20 TOP PICK Fortis-Inc.
FTS-T
Douglas Kee

He put this in for people trying to put a toe into the market. This has consistently increased its dividend every year since they became a public company. A natural organic rate base growth of about 5%, and that is how much their dividend goes up a year. Well-managed company. Dividend yield of 4.1%.

Price:
$36.530
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-01-20 TOP PICK GSE-Systems-Inc
GVP-A
Benj Gallander

(A Top Pick Feb 3/15. Up 25.05%.) Software for manufacturing companies. Also, big in the nuclear industry where they do a lot of training. Revenues went up 91% last year, and a lot of that was because of a takeover company. This has been rotating between Black ink into Red ink, and he thinks it can be Black ink going forward. A company with no debt and insiders own over 40%.

Price:
$2.055
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-01-20 TOP PICK Toronto-Dominion
TD-T
Douglas Kee

Dividend yield of 4.13% which they increased in 2015 x 6%-7%. This year the increase will probably be closer to 4%-5%. They are challenged like other banks by low margins and an energy portfolio. Their energy portfolio is lower because they are primarily Ontario-based, and also the big retail in the US.

Price:
$49.410
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-01-19 TOP PICK CASH
CASH
David Burrows

We are in a correction, and how long a correction goes on for he doesn’t know. In portfolios he manages, he has them hedged versus the markets, so has virtually had no impact so far in the year from negative markets. This is a good time to have some cash and it can be put to work when the market gets turned.

Price:
$0.010
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-01-19 TOP PICK Cargojet-Inc
CJT-T
Michael Smedley

Acquired Canada Post nighttime freighting. Also, moves freight for UPS and other giants. Have made big expenditures on new planes, and there is more to come.

Price:
$23.810
Subject:
CANADIAN
Bias:
BEAR
Owned:
Yes
2016-01-19 TOP PICK Concordia-Healthcare
CXR-T
Michael Smedley

This has made an acquisition which contains about 200 marketed products, and takes them to a global level of marketing and sales. The only negative is that the debt has been up to about 5.5 times. There seems to be a clear path for cash flows to take that down to 2.2.

Price:
$41.800
Subject:
CANADIAN
Bias:
BEAR
Owned:
Yes
2016-01-19 TOP PICK McDonalds
MCD-N
David Burrows

A global consumer name. A giant ship that is slowly getting turned around and going in the right direction. Recently reported same-store sales up 4% in the last quarter, the strongest quarter since 2012. Once that starts to happen, it generally goes on for many quarters. They are trying lots of creative things in their stores. The breakfast is doing very well, and they can roll that out internationally. Culturally it is becoming much more flexible. Food inflation is a big benefit to them. Increased minimum wage in 20 states is good for their customer base. Dividend has grown about 9% a year over the last 5 years. Bought back 5% of their stock last year and are highly unlikely to be hurt by weakness in China and emerging markets. Dividend yield of 3%.

Price:
$117.500
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-01-19 TOP PICK Microsoft
MSFT-Q
David Burrows

This topped out in 2000, and only recently made a new high going back over the last 15 years. They have their dominant operating system for PCs. Microsoft Azure is a cloud-based enterprise business, and grew 100% for them last year. They are now selling their desktop software as a subscription service, making it a much more predictable business. 3% dividend yield.

Price:
$50.560
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-01-19 TOP PICK Pollard-Banknote-Ltd
PBL-T
Michael Smedley

Originally a great grandfather started to do bank notes, and then switched into coins. The 2 Pollard brothers (grandsons) are one of the 3 world leaders in lottery scratch ticket production. They have 22% of the world market. Dividend yield of 1.92%.

Price:
$6.500
Subject:
CANADIAN
Bias:
BEAR
Owned:
Yes
2016-01-18 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
John Wilson

Terrific management team that rolls up convenience stores around the world.  They drive revenues in these stores they bring into their name.  They understand higher margin products.  They de-levered the company and will acquire again soon.

Price:
$57.980
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-18 TOP PICK CVS-Health-Corp
CVS-N
John Wilson

They are also in the pharmacy benefits management.  They have clinics and are into long term care.  They will grow in the low to mid-teens.  They are focused on outcomes, which is significant in the US.

Price:
$93.900
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-18 TOP PICK Enbridge
ENB-T
John Wilson

The market has been too hard on them.  Large pipelines in the US have come down a lot.  There is a general concern their suppliers of oil might go bankrupt.  There is a concern that they can’t fund projects.  He disagrees with all of that.  They have a deep line of sight into where their business comes from.  You look at free cash flow growth and the yield on that is about 10% so they can grow the dividend in the low to mid-teens.

Price:
$43.540
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-18 TOP PICK HAP-Floating-Rate-Bond-ETF
HFR-T
John Hood

This is just a place to park stuff. It is $10 a pop and then goes up and down $.10 or $.20. Nice and safe and simple.

Price:
$9.900
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2016-01-18 TOP PICK iShares-S-and-P-500--CAD-Hedged--ETF
XSP-T
John Hood

(A Top Pick Feb 17/15. Down 8.29%.) This is based on the S&P 500 and is a core holding, but is Cdn$ hedged. An important thing right now because if you are buying in US$, what happens when you eventually get a recovery in the Cdn$? You are going to lose.

Price:
$21.470
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2016-01-18 TOP PICK BMO-Covered-Call-Cdn-Banks-ETF
ZWB-T
John Hood

A core position for him. It has weakened now, so he likes it even more. He is not negative on Canadian banks. They have been positioning themselves by Selling preferreds, to make sure they top up their capital situation. Also, with the covered call overlay, that is very useful in terms of boosting the yield, but they leave part of it uncovered too.

Price:
$14.220
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2016-01-15 TOP PICK Andrew-Peller
ADW.A-T
Peter Hodson

Growing their sales at about 3%-4%. Nothing spectacular but in this environment it is something you want to see. Cash flow is very stable. Not a single analyst follows this company, so it has an opportunity to maybe get coverage someday. They don’t issue a lot of stock. Last May they raised their dividend by 7%. This is a bit of a safety call in this kind of a market. Dividend yield of 2.2%.

Price:
$20.640
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2016-01-15 TOP PICK Atrion-Corp
ATRI-Q
David Driscoll

A tiny healthcare company that no US brokerage analyst covers. A quiet stock that small investors can buy. Not very liquid, but they have been around for many, many years. They make widgets in operating rooms for open-heart surgery, and the machines that moves medicine and blood flow into the heart while the surgery is going on. Growth about 7%-8% a year. Dividend yield of 1.01%.

Price:
$356.450
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-01-15 TOP PICK Constellation-Software-Inc.
CSU-T
Peter Hodson

They do a lot of healthcare/government payroll sorts of things. They make organizations work more efficiently through software. This company is a huge acquirer. The founder still works at the company and has $500 million worth of stock. They don’t issue stock, the cash flow is great, balance sheet is really, really strong, they deliver on expectations, but they trade only in Canada and their earnings are in US$. They have had 11 days in a row where their earnings have gone up. Dividend yield of 1.06%.

Price:
$517.990
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2016-01-15 TOP PICK Dassault-Systemes
DSY-FP
David Driscoll

(Paris exchange.) A software company that does CAD/CAM technologies. Companies can run simulations on their ideas and get their specifications done in 3 dimension. They are in every kind of sector you can think of, and have major clients globally. This is a company that will continue to grow over time because the demand is there for technological advances and cost cutting. Dividend yield of 0.67%.

Price:
$0.000
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-01-15 TOP PICK Jardine-Matheson
JM-SP
David Driscoll

(Singapore exchange.) A gargantuan conglomerate that goes back to the 1600s. They do everything in South East Asia including hotels, restaurants, groceries, car dealerships, etc. In 2008, Hong Kong prices fell almost in half, and the stock stepped up to the plate and doubled their development position by buying up land in Hong Kong and developing it. A very underleveraged company with lots of room to make acquisitions if the South East Asian countries continue to suffer. A good stock to own for complete coverage in Southeast Asia.

Price:
$0.010
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-01-15 TOP PICK Open-Text
OTC-T
Peter Hodson

A software company that does all sorts of collaboration customer service software, basically anything interactive to help an organization improve its productivity. They are very big in the Cloud moving all the data into the Cloud and data management, etc. Have beaten earnings estimations in 7 of the last 8 quarters. Strong balance sheet and is trading at 12X earnings. If the world goes into a slowdown, they can use their balance sheet and start picking off companies left right and centre and grow their business that way. Earnings could potentially double over the next number of years. Dividend yield of 1.63%.

Price:
$66.420
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2016-01-14 TOP PICK Facebook
FB-Q
Stan Wong

They continue to grow their user base and are currently at 1.55 billion at this time. Continuing to build out their other franchises such as Instagram Messenger and WhatsApp. Their competitive advantage in the social media space continues to be strong. Very strong global branding. Also, have very strong access to user data, so they can advertise to that.

Price:
$98.370
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-01-14 TOP PICK Goldcorp-Inc
G-T
Dennis Da Silva

Because of its disappointments in 2015, the new CEO is given an opportunity to come in to right the ship and reduce expectations.  He thinks they are lined up for a good year.

Price:
$14.990
Subject:
CANADIAN RESOURCES
Bias:
BEAR on COMMODITIES
Owned:
Yes
2016-01-14 TOP PICK Nike-Inc
NKE-N
Stan Wong

World’s largest maker of apparel and footwear. Footwear is 60% of their revenue. They continue to do well across all lines in key geographies, including China. Their big opportunity is in women’s apparel on a go forward basis. Have beaten consensus earnings in the last 14 consecutive quarters. Recently announced a 14% dividend increase and a $12 billion share buyback. Growth rate is probably 14-15%. The recent weakness, down to the 200 day moving average, represents a good buying opportunity. Dividend yield of 1.09%.

Price:
$58.510
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-01-14 TOP PICK Premier-Gold-Mines
PG-T
Dennis Da Silva

They are going to become a producer finally.  It is a 2.5 year mine life.  They will build a nice cash base.  They have a JV lined up after that.

Price:
$2.650
Subject:
CANADIAN RESOURCES
Bias:
BEAR on COMMODITIES
Owned:
Yes
2016-01-14 TOP PICK Suncor-Energy-Inc
SU-T
Dennis Da Silva

It is seen as a safe harbour.  The COS-T acquision has been a bit of an overhang.  It gives you a chance to buy.  The balance sheet is in good shape.  It is a great place to hide during this down turn.

Price:
$32.390
Subject:
CANADIAN RESOURCES
Bias:
BEAR on COMMODITIES
Owned:
Yes
2016-01-14 TOP PICK Visa-Inc.
V-N
Stan Wong

The largest retail electronic payment network and payments brand. As the global economic conditions continue to recover near term, they’ll grow from improving consumer trends as well as transaction volumes. Recently acquired Visa Europe, which will be good for cost savings and earnings. In developing nations, cash and cheques are still two thirds of payments. Long-term growth rate is 16%. Dividend yield of 0.75%.

Price:
$73.800
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-01-13 TOP PICK Automotive-Properties-Real-Estate-Investment-Trust
APR.UN-T
Zachary Curry

Owns about 26 car dealerships in Canada. Have moved the land under some of those dealerships into this REIT. The land is on triple net leases, meaning the car dealership, not the REIT, pays the taxes, maintenance and utilities, and the REIT gets the income from that. Leases are 11 years at a minimum with an annual 1.5% rent escalator. Their debt to interest payments is around 3.5%, and the majority of their debt does not come due until after 2020. Dividend yield of 8.96%.

Price:
$9.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2016-01-13 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Bruce Campbell (2)

(Trying to be conservative on his Top Picks this time.) This has a growth profile where they really know what they are going to be doing between now and 2020. They have the projects lined up which will allow them to ramp them up, increase their dividends and have cash flow for the next project. Dividend yield of 4.87%.

Price:
$10.890
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-01-13 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Bruce Campbell (2)

(Trying to be conservative on his Top Picks this time.) A fantastic growth stock. Technically it still ranks really well. Just made an acquisition in Ireland and will do the same thing as they did before, strip out all the costs, increase the organic growth, get their cash flow, pay down the debt, and then do it all over again. Dividend yield of 0.46%.

Price:
$59.020
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-01-13 TOP PICK Cerner-Corp.
CERN-Q
Zachary Curry

This is on the technology side, so he looks at it as the best of both worlds in technology and healthcare. There are government mandates in the US requiring companies and hospitals to adopt technology like this, in order to digitize records with more automation on payments and reimbursements, going from a fee from service to a fee for value. 14% revenue growth and 22% earnings growth annually over the past 10 years.

Price:
$58.330
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2016-01-13 TOP PICK Facebook
FB-Q
Zachary Curry

1 in 7 people globally are on Facebook. They have over 1 billion active users on a daily basis. There is also WhatsApp (their communications app), Facebook Messenger and Instagram. It really comes down to when they start to monetize those vehicles.

Price:
$95.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
Showing 1 to 120 of 22,039 entries
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