stockchase picture

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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-05-22 TOP PICK Brookfield-Property-Partners
BPY.UN-T
David Cockfield

This is sort of a REIT type operation, but is multinational. This is commercial and is in all the big places. They have offices, retail and residential. He feels the Brookfield management is a smart bunch of people that have done very well. Have lots of money and have lots of ammunition to go off and do things. Dividend yield of 4.53%.

Price:
$28.480
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-22 TOP PICK CAE-Inc
CAE-T
Bill Carrigan

(A Top Pick Nov 11/14. Up 6.47%.) The stock is fighting to get above its old highs. If it can clear $15.50-$15.70, we have blue sky and it is on its way. This is aerospace, so you key off Honeywell (HON-N) which made a 52 week high last week.

Price:
$15.240
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-05-22 TOP PICK Com-Dev-International-Ltd.
CDV-T
Bill Carrigan

Likes the technology space and thinks this is an overlooked stock. Chart shows the area of resistance at around $4.30 which broke up through this in April. This is a good story.

Price:
$4.880
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-05-22 TOP PICK Power-Financial-Corp
PWF-T
David Cockfield

For somebody who wants a nice safe dividend and potential for dividend growth, with good diversification in the financial industry (non-bank and less bothered by excess regulation), with US and Canadian investments. Good management. Dividend yield of 4.05%.

Price:
$36.820
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-22 TOP PICK BMO-Global-Infrastructure-ETF
ZGI-T
Bill Carrigan

He wants to be involved with infrastructure. This one trades fairly well and the trend is upwards. Heavily into energy infrastructure. iShares has a global infrastructure ETF (CIF-T) which is less energy infrastructure weighted if you would like that. They are both performing relatively the same.

Price:
$34.080
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2015-05-22 TOP PICK BMO-Low-Volatility-US-Equity-ETF
ZLU-T
David Cockfield

Hasn’t done much recently, and is probably in a Buy range. They hold 25% utilities, 25% consumer staples, 20% healthcare and 12% consumer discretionary, so these are broad-based US companies towards the consumer side. Focused somewhat away from multinationals. Still thinks the US$ will continue to be strong. Good diversification.

Price:
$25.310
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-21 TOP PICK Canadian-National-R.R.
CNR-T
Andy Nasr

The US economy is on a solid footing.  The pullback is commodity related.  This is a great entry point because these issues will resolve themselves.  Leading indicators suggest volumes and prices should move up.

Price:
$74.490
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2015-05-21 TOP PICK Dollarama-Inc.
DOL-T
Stan Wong

He bought this at the 50 day moving average, which is the support level where he likes to buy stocks. They have 900 stores in Canada, which makes it 5X bigger than the next Canadian dollar store. They operate in a very attractive and growing segment of the retail space. There is still a lot of room for organic growth in Canada. Their plans are to go to 1400 stores. Yield of 0.51%.

Price:
$70.050
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-05-21 TOP PICK Firstservice-Corp
FSV-T
Andy Nasr

It is splitting into two at the beginning of June.  Fair value of the two separately is about $90.  More people will do due diligence on the two companies and realize they are cheap.  He will hold both when they are split.

Price:
$77.040
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2015-05-21 TOP PICK General-Motors-Corporation
GM-N
Stan Wong

Basically bought this right at the 200 day moving average. 2nd largest manufacturer globally in terms of cars and trucks. US auto demand trend is still moving higher based on improving consumer confidence. Lower gasoline prices are going to bode well for their light truck and SUV market. Average age of autos is 11 years plus, which is a catalyst for the demand refresh cycle. Recently announced a $5 billion buyback. Trading at 7X forward PE with a 12% long-term growth rate. Dividend yield of 4.05%.

Price:
$35.580
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-05-21 TOP PICK Southwest-Airlines
LUV-N
Stan Wong

This, along with the other airlines, dropped about 8%-10% yesterday, based on concerns about capacity and pricing pressures based on too much competition. That was well overdone. It oversold down to the 200 day moving average. All revenues are US domestic, so you don’t have to worry about the US$ tailwinds. Very healthy balance sheet. Dividend yield of 0.81%.

Price:
$37.230
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-05-21 TOP PICK Prudential-Financial-Inc
PRU-N
Andy Nasr

(Top Pick Jun 9/14, Down 1.32%) He was early.  It trades at a reasonable valuation and you should see a better return of capital to shareholders over the next year or two.  The valuation is attractive.  Last quarter they reported a favourable capital position, which was held against them until now.  More and more big corporations are off loading their pensions to companies like this one.

Price:
$85.630
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2015-05-20 TOP PICK Convalo-Health-International-Corp
CXV-X
Bruce Campbell (2)

Basically in the acquisition of addiction rehabilitation centres in the US. Just signed a couple of deals today. Growing by acquisition as well as organically. It’s the same group that brought in Patient Home Monitoring (PHM-X). Michael Dalsin (Chairman) has said that the organic growth of this one will make the organic growth at Patient Home Monitoring looks like it is really nothing at all. Have a fair bit of cash on the balance sheet. Has a pipeline of 10 companies in advanced discussions for acquisition.

Price:
$0.630
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-20 TOP PICK Mainstreet-Equity-Corp
MEQ-T
Paul Gardner, CFA

One of the cheaper stocks in the TSX. Trading at about a 20%-25% discount to its NAV. They own the mid-tier apartments (2 or 3 stories) in Edmonton, Calgary and Surrey. They have NOI (net operating income) growth of around 15%. They are refinancing and saving millions of dollars on financing costs. It is too cheap. It should be worth $45-$50. They are doing incredibly well in their numbers last quarter.

Price:
$37.980
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2015-05-20 TOP PICK NYX-Gaming-Group-Ltd
NYX-X
Bruce Campbell (2)

The little cousin to Amaya (AYA-T) and Intertain (IT-T). They develop the actual games that Amaya and Intertain would use on their websites and mobile apps. Has been growing by acquisition, and just made another small one today. Also, had the acquisition from Amaya’s Cryptologic assets. When that was announced, the stock sold off by about 15%, because the market was concerned about an equity issue. They are certainly going to have to raise some money from an equity standpoint as well as from a debt standpoint. He doesn’t know how that equity looks right now, but chances are that when it does get announced it could either be a private placement or a bought deal, and chances are it’s going to fly off the shelf. If you want to position yourself ahead of that, he thinks it is a pretty attractive valuation. Trades at great free cash flow yields and management owns about 40% of the stock.

Price:
$4.460
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-20 TOP PICK Vogogo-Inc.
VGO-X
Bruce Campbell (2)

In the payment processing for crypto currencies. One of those things that is extremely hard to understand. The management team actually did all the payment processing in the gaming business before, and so they have been through all this with online poker and have built a great track record. Just at the point now where they are rolling out some of the merchants. Management feels they could be processing $5 million per day by the end of this year, and a year from now processing $10 million per day. They get a 1% fee for generating that, and about 60%-70% flows to the bottom line. Only 40 million shares are outstanding and this could be extremely profitable by the end of this year.

Price:
$2.800
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-20 TOP PICK Canadian-Satellite-Radio
XSR-T
Paul Gardner, CFA

(A Top Pick May 5/14. Down 19.03%.) Incredibly cheap relative to its US parent which is trading at 16X EV to EBITDA. Trades at 11 times. Beat their numbers last quarter. Making really good headway in the used car market. A free cash flow entity that keeps churning out a lot of money. Earnings are all right but the biggest challenge is the royalty fee they have to pay to the music industry, which causes a heightened level of churn. They seem to have a handle on that. Poised to go back to the $6-$7 range.

Price:
$5.490
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2015-05-20 TOP PICK Yellow-Media-Inc
Y-T
Paul Gardner, CFA

8% convertible debenture maturing in 2022. Digital is now 55% of this company’s revenue. This is a bond that you can get a 6% rate of return, but you get some upside from the stock which is trading at about 3X EV to EBITDA, and should be trading at 4 or 5 times. The key is paying down their senior debentures which is ahead of convertible debentures, but it is going to get to a point where there are no senior debentures left, with the only debt outstanding being the convertibles. With that you are not only going to get this secure yield of a business that is doing all right, but maybe some upside. You don’t want to pay more than $115 for the bond, because the bid/offer spread is quite large.

Price:
$19.470
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2015-05-19 TOP PICK Cisco
CSCO-Q
Brian Acker, CA

His model price is $45.56, an upside of 53%. 3% dividend yield.

Price:
$29.735
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-05-19 TOP PICK Cisco
CSCO-Q
Zachary Curry

This is like the pipeline of the internet. You have the infrastructure as the backbone, increased wireless growth, and they got to build the routers, switches and systems for that transmission to take place. Technology is one of the better valued sectors, so you have great valuation and a super cash positioning, with a strong management team. The other side that is really positive is that you have software, (security and service) that is outpacing the traditional products growth. This will give more consistent revenue growth, margins could improve, and that improvement could ultimately come back to shareholders. Yield of 2.83%

Price:
$29.735
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-19 TOP PICK Walt-Disney
DIS-N
Zachary Curry

Not only do you have the one Star Wars, you have 2 other additionals. You get things like the Avengers and some of the real franchise positions. The real positive with this company is that they really get it all across the board. They have been spending like crazy on the theme parks which are finally coming to fruition. When it comes to re-releasing it on DVD or via the internet, they control it. Yield of 1.04%.

Price:
$110.560
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-19 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Brian Acker, CA

The media focuses on negative stories, but these big companies can shift assets and wring out some costs to make up for any sort of pricing differential. His model price is $168, a 54% upside.

Price:
$110.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-05-19 TOP PICK Intel
INTC-Q
Brian Acker, CA

His model price is $52.98, almost a 60% upside. The old techs are not being properly valued in this market. The fundamentals are there for this one to go significantly higher in the next little while. Dividend yield of 2.91%.

Price:
$33.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-05-19 TOP PICK Spartan-Energy-Corp
SPE-T
Zachary Curry

(A Top Pick July 10/14. Down 21.5%.) This ultimately comes down to the management team, which has a proven conservative track record of executing. Great balance sheet. At $40 oil they would still be able to grow their production if they wanted. Their discipline is to spend within cash flow.  Debt levels are nice and low. Doesn’t pay a dividend which he views as a real positive.

Price:
$3.130
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-15 TOP PICK Boardwalk-REIT
BEI.UN-T
Derek Warren

In spite of the oil problems, numbers came out recently and they were fine. People living in Calgary will continue to live there, and perhaps are more inclined to continue renting an apartment as opposed to buying a house. This is a real opportunity to buy one of Canada’s top-performing REITs. Dividend yield of 5.83%.

Price:
$59.530
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-15 TOP PICK CAE-Inc
CAE-T
Robert McWhirter

A global leader in flight simulation training, both in civil aviation and defence. Also, branching out into security and healthcare. Reporting on May 26 and expecting $0.24. Has a 15.3% forecasted ROE. Large debt of $1.2 billion, but the servicing of it appears pretty good. Also, has $250 million in cash. Earnings are forecasted to grow 14% this year and 16% next. This gives a PE to growth of .96.

Price:
$15.200
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 TOP PICK Calloway-REIT
CWT.UN-T
Derek Warren

People have been concerned about the retail business right now, however none of those issues affect this company. They are coming in with a Wal-Mart (WMT-N) anchor. This is an opportunity to buy a very, very stable cash flow. They have internalized their development programs. Have a fully internalized management with an internal development program that will now be able to continue to expand across Canada in Wal-Mart anchored centres and possibly in the US over time. Dividend yield of 5.37%.

Price:
$29.850
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-15 TOP PICK Intertain-Group
IT-T
Robert McWhirter

Internet gaming company. Earnings are expected to grow extremely significantly this year and 30% in 2016. Has a 9.5 PE multiple.

Price:
$18.150
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 TOP PICK Nobilis-Health-Corp
NHC-T
Robert McWhirter

Earnings forecasts are pretty good. 4th quarter trimming free cash flow yield of 6.7%. 40% forecasted return on equity. Earnings estimates up 26% in the last 90 days. PE multiple of 13.9X 2016 against 17% earnings growth gives a .8 PEG.

Price:
$9.150
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 TOP PICK Pure-Multi-Family-REIT-LP
RUF.U-X
Derek Warren

Listed here, but has US operations. He likes $0.80 dollars. Whenever there is an extra layer of complication it is often an opportunity. This one being a small cap in a cross-border structure was just enough to make a few investors question it. That was a tremendous opportunity. The stock is very cheap. He thinks this is worth $5.70 in US dollars. Yield of 7.4%.

Price:
$5.170
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-14 TOP PICK Dominion-Diamond
DDC-T
Allan Meyer

It is now a pure mining company after they sold off Harry Winston.  It has a dividend, but trades above book value.  He expects about 12 times forward earrings.  Analysts are revising their estimates up.  So now we are seeing a lower multiple.  They are having a great production run. 

Price:
$23.750
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-14 TOP PICK DIRTT-Environmental-Solutions
DRT-T
Jim Huang

This is modular furniture, mostly office and commercial at this stage. Have really good 3-D design software, so that not only can you visualize the design right away, you can go right to the manufacturing centre and get it made. Installation is relatively easy and everything is on time and on budget. There is a lot of upside expanding into other segments such as healthcare, hotels and even residential. Growing at 30%-40% a year and trading at a 20X multiple.

Price:
$8.270
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-14 TOP PICK Magna-Int-l.--A-
MG-T
Allan Meyer

It is a large cap, well recognized name with a lot of upward momentum.  He expects earnings to increase significantly.  Under a 10 times earnings multiple.  There has been some positive earnings momentum.

Price:
$67.360
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-14 TOP PICK Ritchie-Bros-Auctioneers-Inc.
RBA-T
Allan Meyer

They sell multimillion dollar items.  It is a bit expensive on a PE basis.  A clean balance sheet and small debt to equity ratio.  They cover their interest by about 25 times.  They have had significant earnings announcement surprises to the upside.

Price:
$34.290
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-14 TOP PICK Transcontinental-Inc.--A-
TCL.A-T
Jim Huang

Trading at low, low single digit multiples. This is because they are in publishing as well as printing, which has been a declining business because the Internet has started taking away a lot of that distribution. Have done a good job of consolidating the sector and cutting costs, and are getting more and more efficient. Doing some acquisitions. Still too small to impact the whole company, but they have more than enough firepower to do more acquisitions and continue to grow. Yield of 3.7% is sustainable.

Price:
$18.410
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-14 TOP PICK Whistler-Blackcomb-Holdings
WB-T
Jim Huang

A ski resort in BC. They had a terrible winter. What they have done over the last few years is build up the resource, making it an all season destination, increasing their prices and attracting more visitors from outside of Canada. Dividend yield of 4.97%, which is sustainable.

Price:
$19.610
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-13 TOP PICK Bank-of-America
BAC-N
Richard Croft

Call Option.  Runs to 2017.  It is a LEAP.  If we have strength in the global economy and a rise in the rates, this bank has a lot further to go to recover.  He thinks it is poised to do a very decent breakout.

Price:
$16.470
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-05-13 TOP PICK Wisdom-Tree-Japan-Hedged-Equity
DXJ-N
Richard Croft

You are playing the liquidity infusion that is going on.  It is Europe on steroids.  It hedges out the Yen. 

Price:
$57.260
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-05-13 TOP PICK Wisdomtree-International-Hedged-Equity-Fund
HEDJ-N
Richard Croft

This is basically Europe and he likes it because of the Quantitative Easing that is going on.  If you look at QE3 in the US, their market had a 30% rally.  The fact is that the liquidity benefits the market.  You will see it play out in Europe. 

Price:
$64.170
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2015-05-13 TOP PICK IMAX-Corp.
IMAX-N
Michael Decter

They have built hundreds of screens in China over the last several years, and continue to do so. They do them as a joint venture and get 20% of the revenue on most of the theatres that they have in China. Big blockbuster movies like Avengers II will do very, very well.

Price:
$37.240
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-13 TOP PICK Inter-Pipeline
IPL-T
Michael Decter

Has owned this for quite a few years, and it has returned 10% dividend growth through that time. Dividend yield of 4.8%. Just had a very good quarter. A rock solid company. A bit diversified. They do very conservative pipelines. They don’t build them on spec, but only when they have a “take or pay” contract. Also, have some oil storage in the Danish Straits. Not affected in any big way by the price of oil.

Price:
$30.790
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-13 TOP PICK Patient-Home-Monitoring
PHM-X
Michael Decter

This is a firm with tremendous growth. It is an American business that came to Canada to raise some equity money. Under Obama care 12 or 13 million more people have health insurance. The American health system is struggling to move people out of hospitals and look after them at home. To look after them at home, you need home monitoring. This company is buying up a lot of the small firms that do that and consolidating them. Has a lot of room to grow.

Price:
$1.510
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-12 TOP PICK American-International-Group
AIG-N
David Baskin

Continues to be somewhat punished by the market for the sins of 10 years ago. Trading at 75% of tangible Book Value. If interest rates go up, companies like this make more money. This is a value play in that you are getting it at less than BV, and it is a play on future earnings growth is interest rates go up. A good counterweight to stocks which are sensitive to higher interest rates, such as utilities, telcos and REITs. Yield of 0.85%.

Price:
$58.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-05-12 TOP PICK Bard-C-R-Inc.
BCR-N
David Baskin

Basically manufactures disposable health supplies that are used, thrown away, and then replenished. Due to the US Affordable Care Act, there are more and more people that are covered and are having operations. It has a bit of a moat in that it is hard to compete with. Also, came out with a balloon that is used in angioplasty and is covered with drugs. Dividend yield of 0.53%.

Price:
$167.160
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-05-12 TOP PICK Cineplex-Inc
CGX-T
Christine Poole

A theatre operator with about an 80% share in Canada. Has been a bit weak in the last couple of quarters. Very high quality management. They continue to increase the concession spend through new offerings and making it easier for patrons to buy food. Also, have alternative formats such as VIP, 3-D, IMAX along with off-hour showings like ballet and sporting events. Expecting a pretty strong slate of movies in the back half of this year and going into 2016. Starting to increase the dividend yield which is currently 3.07%.

Price:
$48.890
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-12 TOP PICK CGI-Group--A-
GIB.A-T
Christine Poole

An IT services company. About 54% is outsourcing, kind of long-term contracts with recurring revenue streams. The balance is systems integration. A somewhat mature business, but very well-managed. Their last acquisition was in 2012 and was in Europe, so now Europe accounts for over 50% of their business. All the integration and synergy targets have come through. They are now looking to do another acquisition.

Price:
$51.730
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-12 TOP PICK Johnson--and--Johnson
JNJ-N
Christine Poole

A high-quality blue-chip company. Has lagged the market and hasn’t done much in the past year. She sees good organic growth in their Pharma side. A strong pipeline of product launches coming on stream. Medical devices division are reporting seeing increasing utilization rates in terms of hospital additions and surgical volumes. Trading at a very reasonable multiple of 16 times. Dividend yield of 2.99%. Have increased their dividend for 53 consecutive years.

Price:
$100.470
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-12 TOP PICK Precision-Castparts-Corp.
PCP-N
David Baskin

Makes castings for oil companies and refineries, which isn’t doing so well, but almost half of their sales come from large aircraft manufacturers, a business that is hard to get into if you are not already in it. A very well run old American company with very strong management. Good upside potential. Dividend yield of .06%.

Price:
$207.930
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-05-11 TOP PICK Cara-Operations-Ltd.
CAO-T
Michael Smedley

This holds these famous brands of Swiss Chalet, Harvey’s, etc. and you have the Fairfax and the Phelan family backing. Fabulous management. Priced at only 11 or 12 times earnings and it could be much more. It will be making interesting acquisitions.

Price:
$30.090
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-11 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Ryan Bushell

(Top Pick Jun 5/14, Down 27.26%) It has held up okay considering the sector.  They did not cut the dividend in 2008 and aren’t considering cutting it now.  They are run very conservatively.  They are a low cost producer.  They have a deep asset inventory.  Only 6% of production is in Alberta.  9.18% dividend.

Price:
$29.880
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
CAUTIOUS
Owned:
Yes
2015-05-11 TOP PICK Fortis-Inc.
FTS-T
Ryan Bushell

The US is 40% of their asset base.  They have the longest record of dividend increases in Canada.  3.5% dividend.

Price:
$39.360
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
CAUTIOUS
Owned:
Yes
2015-05-11 TOP PICK Input-Capital-Corp
INP-X
Michael Smedley

The management is extremely competent. Have hands on the grain company to whom they apportion a certain amount of the canola product, which is given to them in part payment for financing the farmers. They are doing a greater job than the banks. He can see the stock price, over the years, improving and moving into they $10-$20 range. He expects to be a long-term holder of this one.

Price:
$2.920
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-11 TOP PICK Milestone-Apartment-REIT
MST.UN-T
Michael Smedley

Pays a nice dividend yield of 4.74%. Run by Americans and is a very interesting garden lifestyle REIT, for people who are not too wealthy and not too poor and they rent. It is now beginning to get recognized for its exceptional quality. Located in the fairly deep south and south east of the US.

Price:
$13.710
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-11 TOP PICK Potash-Corp-of-Saskatchewan
POT-T
Ryan Bushell

It is a counter cyclical play.  Commodities are priced in US$.  This is a company that was way higher in 2008/9 when people were fired up about global food production.  Now the dividend is 10 times as high.  If you have a sustainably increasing dividend then the share price will follow along.

Price:
$39.150
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
CAUTIOUS
Owned:
Yes
2015-05-08 TOP PICK Laurentian-Bank
LB-T
Ross Healy

(A Top Pick June 17/14. Up 1.71%.) Its balance sheet has caught up with its price, and has been trading above one of his technical support levels based on its BV. Very, very cheap. If banks ever take off, this one has to move because it is the best value of the lot. Dividend yield of 4.5%.

Price:
$48.400
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-05-08 TOP PICK Power-Corp
POW-T
Ross Healy

This is a company that would do well against the background of rising interest rates. It also has some decent exposure to Europe. Dividend yield of about 3.5%. Lots of upside potential, over 100% of his FMV. Dividend yield of 3.44%.

Price:
$33.500
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-05-08 TOP PICK RBC-Target-2017-Corporate-Bond-ETF
RQE-T
John Hood

Short dated corporate bonds. What is different with this ETF is that it acts a little bit like a bond. A lot of people like the fact that a bond has a maturity date and they know they are hopefully going to be getting back most of their money. This has a yield of about 4%, but in actual fact it is probably around 1.5%. However, it doesn’t keep rolling over, so there is a finite date.

Price:
$19.870
Subject:
OPTIONS & ETFs
Bias:
UNKNOWN
Owned:
No
2015-05-08 TOP PICK Transcontinental-Inc
TCL.B-T
Ross Healy

Stock had been range bound for quite a while, and then broke out with a nice measured move up to $24, but could actually go higher than that. Good value and a very nice balance sheet. Dividend yield of 3.6%.

Price:
$18.760
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-05-08 TOP PICK iShares-S-and-P-500--CAD-Hedged--ETF
XSP-T
John Hood

For years he had been buying this, but as the Cdn$ got to par, he transitioned and started buying a different one. Now, as the dollar has declined, he has started buying this again. This is basically just a large cap Index and a good place to be. It should be a part of everybody’s portfolio.

Price:
$24.500
Subject:
OPTIONS & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-05-08 TOP PICK BMO-MSCI-EAFE-Hedged-TO-CAD
ZDM-T
John Hood

Recently picked this is because he wants to be in Europe, but no more than 10%. It also has Japan which he thinks has a good market going on. This is EAFE with about 20% UK.

Price:
$20.580
Subject:
OPTIONS & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-05-07 TOP PICK Cathedral-Energy-Services
CET-T
Benj Gallander

This is a drilling company. Revenues have dropped from $77 million last year to about $50 million. Have also cut back on their capital plan and their dividend which makes sense. His concern was that the debt load had crept up to about $55 million, but they have now cut that back to $38 million. Very smart management.

Price:
$2.190
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2015-05-07 TOP PICK CSX-Corp
CSX-N
Barry Schwartz

He thinks the US railroads need some shaking up with the model used with CNR-T and CP-T.  It is still small enough for an activist to come in.  Then you would have the potential for a triple.  In the meantime it is generating lots of free cash flow.

Price:
$35.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2015-05-07 TOP PICK First-United
FUNC-Q
Benj Gallander

(A Top Pick May 23/14. Up 8.36%.) This has tremendous upside and thinks it can go better than $20. They only have about 6 million shares. Expects that before the end of 2016 they will re-establish a dividend. Capitalization ratios are very, very good.

Price:
$9.050
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2015-05-07 TOP PICK GSE-Systems-Inc
GVP-A
Benj Gallander

They are in the software and training space for nuclear, oil, gas and chemicals. Revenues and backlog went up this past quarter. Acquired another company, which he is usually wary about, but they have been working with them for 4 years. Thinks revenues are going to go up 25%-50% in the next couple of quarters. Good management. He thinks nuclear will come back. Have no debt. His Sell target is $5.74.

Price:
$1.480
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2015-05-07 TOP PICK Whistler-Blackcomb-Holdings
WB-T
Barry Schwartz

He likes the barrier to competition.  There were two lousy snowfall years in a row.  The market is worried people won’t come out next year.  This is now a year round resort.  They have strong pricing power.

Price:
$18.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2015-05-07 TOP PICK Zimmer-Holdings-Inc.
ZMH-N
Barry Schwartz

Hips, knees and extremities.  Demand will grow 4-6% over the long term.  They have not yet expanded outside of North America.  People are getting older and the number of 60 year olds is getting wider and they wear out their hips and knees.  They don’t have a lot of pricing power, but have certainty in the need for the products.  It sold off recently from currency exposure.  The value is quite reasonable here.  They have a great track record of increasing dividends and buying back stock.

Price:
$111.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2015-05-06 TOP PICK Actavis--Inc.
ACT-N
John Stephenson

Likes the Allergan deal and thinks that once it is fully integrated you will see a drop to the bottom line. The stock should grow its top line by 10%, bottom line by 15%-20%. This is the #3 generic pharmaceutical company in the US. They also do some branded stuff. This is really a play on healthcare and aging demographics. A very strong grower and one of the ones that has really been kind of overlooked in what was a very strong run up in health care. Hasn’t performed to the extent that it could. A solid core business and has tremendous upside.

Price:
$283.310
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2015-05-06 TOP PICK Brookdale-Senior-Living
BKD-N
John Stephenson

The largest senior living company in the US. Have about 1100 facilities. There is a lot of talk about splitting off their real estate and making the operating company a REIT. That could be a huge catalyst for them. You have the positive theme of aging demographics. Any kind of movement up in the housing market or consumer confidence brings a level of increase into the facilities. People tend to stay there for a long time. Very stable cash flow.

Price:
$35.570
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2015-05-06 TOP PICK Blackstone-Group-LP
BX-N
John Stephenson

An alternative asset manager. They do real estate, fund to funds in the hedge fund space, private equity, credit funds, etc. The real estate credit funds have been up with over 15% internal rate of returns since its inception. This is a cash flow machine. Have been launching new products. Have been raising money and raised over $90 billion in the last 2 years, more than the 4 largest competitors combined. Offers relatively good liquidity for an alternative asset manager, which makes them more attractive. Thinks there is another 20% or so to go on this.

Price:
$41.750
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2015-05-06 TOP PICK CRH-Medical-Corp.
CRH-T
Jason Donville

Had a big acquisition and we have now seen a quarter, which only represents 20% of their year. The quarter was clean. Good management team. Valuation is still reasonable. In a years time this can be a $5 or better stock.

Price:
$3.330
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2015-05-06 TOP PICK MacDonald-Dettwiler--and--Assoc.
MDA-T
Jason Donville

Satellites. Business is good and reported a good quarter this week. There is a lot of bidding activity going on in this business which is why investors should be excited. The prospects for them going forward are good.

Price:
$95.830
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2015-05-06 TOP PICK Pivot-Technology-Solutions-Inc.
PTG-X
Jason Donville

This is a value added reseller of software. What makes it interesting is that John Sculley, the former CEO of Apple, is the chairman, but not a passive one. Haven’t done a lot of marketing in Canada, but believes they are going to do a lot of marketing in June-July. Trading at 7X 2015 earnings, and maybe 4X 2016 earnings. Don’t bet the farm on this, but it is worth a few bucks. He could see it at $1.00 in a year’s time.

Price:
$0.500
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2015-05-05 TOP PICK Air-Methods-Corp
AIRM-Q
Gordon Reid

Involved in air emergency evacuation/transportation business. They have 2 models, a community based model and a hospital-based model. An interesting company because it is one of those that you know will do well over the long-term. They have tripled their revenues over the last 10 years, and yet it is kind of lumpy because highly dependent on the weather being okay.

Price:
$44.370
Subject:
US EQUITIES
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-05-05 TOP PICK Home-Depot
HD-N
Gordon Reid

A play on the housing recovery and is one of those that protect you. If you don’t see housing starts grow dramatically, the renovation market tends to pick up. Very, very well-managed company. ROE is very high, pushing 70%. Expects they will do about $6 a share in 2016. Not terribly expensive and yet has a good growth profile. Dividend yield of 2.18%.

Price:
$108.060
Subject:
US EQUITIES
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-05-05 TOP PICK iShares-1-3-yr-Tr.-Bond-E.T.F.
SHY-N
Brooke Thackray

This is a little bit of a chicken play. He does take on cash as well as fixed income. Fixed income has just started its seasonal period. The real sweet spot for fixed income comes up in August, but it can make some returns here. Really a hiding place at this time.

Price:
$84.780
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Yes
2015-05-05 TOP PICK Time-Warner-Inc
TWX-N
Gordon Reid

A media and content company that owns HBO and CNN. As much as people try to create the idea that content is no longer as important as it once was, the delivery systems are just pipes and can be good investments, but content is going to drive interest. HBO is doing extremely well. Have just come out with an over the top option, a streaming media delivery. Dividend yield of 1.65%.

Price:
$84.450
Subject:
US EQUITIES
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-05-05 TOP PICK SPDR-HOMEBUILDERS-E.T.F.
XHB-N
Brooke Thackray

(Short) Homebuilders tends to really fall off in March or April and drop down into the summertime. From 1990 to 2014 from April 27 into June 19 this sector tends to be positive only 29% of the time and produces an average of 4% loss. It is underperforming the S&P 500 at this time, and there is still some legs on this trade.

Price:
$34.920
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2015-05-05 TOP PICK SPDR-Consumer-Staples-ETF
XLP-N
Brooke Thackray

Staples is defensive in nature and tends to perform well in the more volatile months. Investors are looking more to be defensive and are looking more for stability in earnings, and are willing to pay for it. This ETF is actually trading at a high PE multiple of 20, which is way too high for  a slow growth industry, but it has a higher value because people are seeking that type of safety at this time and are willing to pay for it. If the market corrects, this will correct as well, but won’t correct as much typically.

Price:
$48.490
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Yes
2015-05-04 TOP PICK Tsingtao-Brewery-Co.
0168-HK
Darren Sissons

It is up 25% in the last two years.  It is growing in Canada and is getting access to the increasing wealth in China. 

Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-05-04 TOP PICK BB-and-T-Corp.
BBT-N
Darren Sissons

He has owned it for quite a while.  They are in the Florida area.  They have a good risk management culture.  Also, they benefit from a stronger US economy and rising interest rates.

Price:
$39.090
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-05-04 TOP PICK Chartwell-Seniors-Housing
CSH.UN-T
Don Lato

One of the major attractions of the seniors housing REIT is the demographics tailwind. This happens to be the biggest in Canada. Recently sold its US properties, which could be very, very timely because of the currency. This will allow them to pay down some debt. Dividend yield of 4.56%.

Price:
$12.080
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-04 TOP PICK General-Electric
GE-N
Darren Sissons

It was a play on large cap industrial and it did well.  Then it did not do a lot.  They are breaking up the company and selling off the real estate assets, for example.  He would buy the story.  There is a dividend and you will probably get special dividends.  The company is excellent. 

Price:
$27.270
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-05-04 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Don Lato

This had a huge beat on its earnings and you don’t often see them that big. Based on their 2 hepatitis C drugs there have been lots of press. Trading at only 10X earnings. Still have a strong pipeline in HIV. Yield of 1.63%.

Price:
$105.660
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-04 TOP PICK Tourmaline-Oil-Corp
TOU-T
Don Lato

As we get through the summer and into next winter, you are going to see a little bit more of a drawdown next winter on gas supplies, because of the lack of exploration. This company has always met its expectations. Looking at 165,000 barrels a day this year. Very, very well-managed.

Price:
$42.360
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-01 TOP PICK Canadian-National-R.R.
CNR-T
Bruce Campbell (1)

Had sold his holdings and went into CSX (CSX-N), which is up about 11% this week on a story. CN is back to almost a market multiple, for the 1st time in 4 years. Believes that this will go back to its recent high by year-end, giving the stock a 15%+ total return. Yield of 1.57%.

Price:
$80.090
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-01 TOP PICK Crombie-Real-Estate-Investment-Trust
CRR.UN-T
Bruce Campbell (1)

Retail and real estate holding strip mall shopping centres. By square footage, Sobeys is 50%, Shoppers is about 6% and Cineplex is 3rd. They have right of 1st refusal on anything from the family. This has an above average growth profile. Dividend yield of 6.74%.

Price:
$13.350
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-01 TOP PICK Dream-Global-REIT
DRG.UN-T
Jaime Carrasco

He wanted to diversify some of his REIT exposure to outside of Canada. Most of the properties they own are in Germany, one of the countries that he thinks is going to do quite well. Great company and well-managed. Dividend yield of 7.86%.

Price:
$10.180
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-05-01 TOP PICK Freehold-Royalties
FRU-T
Bruce Campbell (1)

This is a much cheaper purchase of PrairieSky (PSK-T). This acquisition makes them about 84% royalty based. A low risk way to begin to add some energy weight back for him. Thinks it will get up to the low $20s. Yield of 6.08%.

Price:
$17.930
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-01 TOP PICK Freehold-Royalties
FRU-T
Jaime Carrasco

He has started to add to oils and thought that the royalty was always a good way to get his feet wet. His company has a $20 target on this. Dividend yield of 6.02%.

Price:
$17.930
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-05-01 TOP PICK Scorpio-Mining-Corp.
SPM-T
Jaime Carrasco

What is interesting is that the rock that is being produced is all low-grade production. Just by diverting to high grade, they can really kick up production when the time is right and when we need silver prices much higher. Ridiculously cheap. Good management and good locations.

Price:
$0.210
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULLISH on GOLD
Owned:
Yes
2015-04-30 TOP PICK Alibaba-Group-Holding
BABA-N
Rick Stuchberry

China is going to become the largest consuming country and these guys are the box on the supplier as far as purchasers are concerned.  He thinks this one could really surprise you on the upside.  The price has stabilized here.

Price:
$81.290
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
Yes
2015-04-30 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Hap (Robert) Sneddon FCSI

This is what he would call a punt. You could put a little bit, such as 1% allocation to see if it would work. The low points in October, December, January and March flushed out a lot of the sellers and the upside target moved substantially higher. It doesn’t mean it is going to happen, but it laid the groundwork. It is going to rely much more on what is going to happen with oil. Recent earnings were really good. If it started to break above the $43 high in November he would probably add that next little chunk. The downside from here would be about 5%, so the odds are in your favour.

Price:
$40.090
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2015-04-30 TOP PICK Cisco
CSCO-Q
Rick Stuchberry

It is a new position.  He is staying in the tech space because the money flows in (from the commodity sector) are good.  They have a fabulous balance sheet.  It has room to grow at 10%.  The PE is very low so the stock is not expensive.  They have so much cash on the balance sheet they could go out and buy someone in a heartbeat.

Price:
$28.830
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
Yes
2015-04-30 TOP PICK Exelon-Corp
EXC-N
Hap (Robert) Sneddon FCSI

This is really a valuation pick within a space that had come off since January. The numbers in January were fantastic. It had really accelerated from October then had a big fall this winter. A big move for a utility company. Has a really nice upside from a technical basis. Risk/reward is really good. If it broke down 5%-6%, then he would back out.

Price:
$34.020
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2015-04-30 TOP PICK Banco-Santander-SA
SAN-N
Rick Stuchberry

(Top Pick Apr 16/14, Down 16.17%) China is going to become the largest consuming country and these guys are the box on the supplier as far as purchasers are concerned.  He thinks this one could really surprise you on the upside.  The price has stabilized here.

Price:
$7.520
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUS
Owned:
Yes
2015-04-30 TOP PICK iShares-20-and--yr-Tr.-Bond-ETF
TLT-N
Hap (Robert) Sneddon FCSI

This holds long dated US treasuries. Top-quality and kind of boring. The $122 level is pretty interesting. It is right at the trend line. Moving averages are clustering around this level. He thinks this goes much, much higher.

Price:
$125.950
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2015-04-29 TOP PICK Apple
AAPL-Q
Bruce Tatters

(A Top Pick Oct 14/14. Up 32.6%.) This company is always going to go from a position that it is such a big company, people won’t believe it is going to grow any more. The iPhone 6 is a very specialized iPhone and is taking market share from other vendors. Dividend yield of 1.61%.

Price:
$128.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-29 TOP PICK CitiGroup
C-N
Bruce Tatters

Regarding the US recovery in the last 5 years, the main sector that has not been participating is the housing recovery. Expects this stems a lot from when housing had the big crash 5 years ago, so it is a sort of reluctant recovery that is going on. He is looking for the yield curve to steepen this year. The housing and job recovery has gone on long enough now that this sector in the economy is really going to start to go. Yield of 0.7%.

Price:
$53.760
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-29 TOP PICK Cognizant-Technology-Solutions-Corp.
CTSH-Q
Jennifer Radman

Consulting in the health care and financial services areas.  She sees a ton of opportunity for growth over the next couple of years.

Price:
$59.920
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-29 TOP PICK Home-Depot
HD-N
Bruce Tatters

People have put off home renovations for many, many years. Now that their houses are back in the black and they are starting to feel better about the stock they have in their home, they are now starting to spend money on renovations.

Price:
$108.710
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-29 TOP PICK Mentor-Graphics-Corp.
MENT-Q
Jennifer Radman

They make the software and hardware that allows engineers to test electronics before we use them.  They made a lot of investment in the transportation space.

Price:
$24.480
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-04-29 TOP PICK Omnicom-Group
OMC-N
Jennifer Radman

It is such a "Steady Eddie" business.  The whole advertising space is transforming a lot.  She sees a lot of growth trajectories. 

Price:
$76.240
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-28 TOP PICK AGT-Food--and--Ingredients
AGT-T
Michael Sprung

One of the leaders in pulse processing for export and domestic markets. Recently have moved into food ingredient areas with pulses. They are non-GMO. They are in a growth segment of the market where there is growing demand. Have been reinvesting and building out and growing out their capital projects. Yield of 2.31%.

Price:
$26.100
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-04-28 TOP PICK Manulife-Financial
MFC-T
Michael Sprung

They have done so much to de-risk their balance sheet and to change the structure of the products that they sell, to be more profitable and less capital markets related. Have built a very strong balance sheet and one of the best capital bases in the industry. Have undertaken some tremendous growth initiatives in Asia as well as the US. Recently made a distribution deal in Asia. Have become very long term in focus and the ROE is improving, which he expects is going to be over 10% going forward. Yield of 2.8%.

Price:
$22.190
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-04-28 TOP PICK New-Flyer-Industries-Inc.
NFI-T
Michael Sprung

This has been a consolidator in the industry, not only in bus manufacturing, but in after markets parts and service as well. Have operations both in the US and Canada. Going forward, he would expect to see more money being spent on revitalizing municipal transportation networks. About 80% of their revenues come from the US. Yield of 4.12%.

Price:
$14.160
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-04-27 TOP PICK Agrium
AGU-T
Peter Brieger

(A Top Pick April 28/14. Up 24.05%.) (In his 3 top picks, he was looking for companies that would grow cash flow and increase dividends.) The long-term case is that populations in developing markets are going to increase demand for protein and other food stuffs. This company’s major product is nitrogen, which is something that cannot be put off year after year. He is hoping for 18%-19% total return, including the dividend. Because of making great strides in finishing their CapX, he is expecting a free cash flow of $11 per share by 2017. Dividend yield of 3.12%.

Price:
$125.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-27 TOP PICK Corus-Entertainment--B-
CJR.B-T
Stephen Takacsy, B. Eng, MBA

They keep missing guidance and have underperforming assets.  Thinks they have the safest value.  9 times free cash flow.  Great recurring revenues.  Just signed a deal to take content away from DHX media.

Price:
$17.940
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-04-27 TOP PICK D-Box-Technologies
DBO-T
Stephen Takacsy, B. Eng, MBA

Montreal based technology concerned with motion in movie theatre seats.  CGX-T has been rolling them out in their theatres.  They are the only company that has permission to motion code movies from Hollywood.  They have a global monopoly at present.  Tremendous international sales.

Price:
$0.310
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-04-27 TOP PICK Inter-Pipeline
IPL-T
Peter Brieger

(In his 3 top picks, he was looking for companies that would grow cash flow and increase dividends.) Has a price target of $35. We are going to see a continuation of the growth in pipelines for oil sands transportation. He is looking for much higher dividends over the years. Yield of 4.7%.

Price:
$31.300
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-27 TOP PICK Toronto-Dominion
TD-T
Peter Brieger

(In his 3 top picks, he was looking for companies that would grow cash flow and increase dividends.)This has a great presence in the US, and he is bullish on the US. They have a CEO that understands the US business. Canadian banking business isn’t as bad as people think. He is not looking to shoot the lights out, but for average capital gains of 5%-7% plus the yield. For this bank, he is looking for a total return of 11%. Yield of 3.63%.

Price:
$56.170
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-27 TOP PICK Velan-Inc
VLN-T
Stephen Takacsy, B. Eng, MBA

Global leader of valves from Montreal.  Classic value play, trading just above 1 times NAV.  They report in US dollars.  About 11 times earnings.  The founder is 97 years old.  If it is ever sold he figures it could get as much as $30 a share.

Price:
$20.350
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-04-24 TOP PICK HAP-Floating-Rate-Bond-ETF
HFR-T
Jon Vialoux

This is essentially his cash hoard during the summer. When he takes off his equity positions, he goes into this, which is basically a steady Eddie gainer. It gains quite consistently. It’s a portfolio of debt securities and hedges of the interest rates through using Swaps. If we do get a rate rise this summer, you could potentially benefit from this.

Price:
$10.160
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2015-04-24 TOP PICK BMO-Low-Volatility-Cdn-Eqty-ETF
ZLB-T
Jon Vialoux

A lot of people don’t want to sell their securities in May and just go to cash. The summer is characterized by increasing volatility, so you want to go into low volatility securities. This one is made up of Canadian securities with a lower beta than the market. If the market rolls over and crashes, you are still going to get losses, but hopefully it will be less than the market.

Price:
$27.380
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2015-04-24 TOP PICK BMO-EqWt-US-HthCare-Hedged-CAD
ZUH-T
Jon Vialoux

Healthcare tends to do quite well during the summer. The healthcare sector on average gains about 4.6% between the start of May to about the end of October. That outperforms the S&P 500 by about 4.3%. This is a way for Canadian investors to play US healthcare stocks.

Price:
$43.645
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2015-04-23 TOP PICK Ag-Growth-International-Inc
AFN-T
Greg Newman

He sees 26% earnings growth over the next couple of years. They are on the cusp of acquiring Vicwest’s Westeel division, which he thinks is going to double their Canadian sales. Expecting 20% growth on their US sales and he is projecting 37% increase in their international sales. 75% payout ratio. 52% of their earnings are coming from the US. Dividend yield of 4.59%.

Price:
$52.240
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-04-23 TOP PICK Google
GOOGL-Q
John Zechner

(Top Pick Jun 2/14, Down 1.91%) The bears think growth is slowing, but Google owns a huge asset in their data.  There is no reason not to continue to own it.  Earnings are coming out tonight.  They own the search market.  No one attributes any value to the Android operating system, but it runs 60% of the smart phones in the world.  Wait until you see the earnings before going in.

Price:
$557.460
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Yes
2015-04-23 TOP PICK InnVest-Reit
INN.UN-T
Greg Newman

Thinks they can grow their earnings by almost 25% for the next few years. This comes from a combination of improving revenue per unit growth. Demand growth for rooms is outpacing supply, so he sees higher occupancy. With the Cdn$ where it is, Canadians are more likely to stay in Canada and Americans are more likely to come to Canada. This name benefits from lower oil prices. This trades at 11X, versus the hotel REITs which are closer to 13X. Dividend yield of 6.97%.

Price:
$5.730
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-04-23 TOP PICK Martinrea
MRE-T
John Zechner

The litigation is out of the way.  The stock is now cheap.  They are positioned very well.  There is 15% earnings growth.  They have big European sales and there is an increase in the use of aluminum in cars and MRE-T is best positioned for this demand.

Price:
$12.430
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Yes
2015-04-23 TOP PICK Power-Financial-Corp
PWF-T
Greg Newman

This is a “steady Eddie”, a lower risk name. He sees 8.5X earnings per share growth compounded over the next couple of years. Dividend yield of 3.97% with a 6.2% annual growth. Trading below its five-year average at 11.5 versus 12.5. Very conservative payout ratio.

Price:
$37.540
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-04-23 TOP PICK TorstarCorp--B-
TS.B-T
John Zechner

They are sitting on a lot of cash.  Over half of their market capitalization is cash.  7.78% dividend yield.  You get a great yield while you wait.

Price:
$6.890
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Yes
Showing 1 to 120 of 20,959 entries
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