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

Recent Top Picks

Date Signal Company Expert Opinion Price
2017-07-20 TOP PICK Accenture-Ltd.
ACN-N
Hap (Robert) Sneddon FCSI

Sort of quasi businesses where you would see some capital spending. They act like the market and have the same beta, but has outperformed the S&P. Chart shows a nice, brilliant trend. They are connected with pretty much every company you could see out there. (Analysts’ price target is $$133.50.)

Price:
$128.540
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2017-07-20 TOP PICK AGF-Management--B-
AGF.B-T
Hap (Robert) Sneddon FCSI

This sort of fits in with his pro-growth theme. Financials are part of that. This one is a bit unique. Chart shows a long downtrend, which it broke through in April. You also got a signal in June for the longer-term. They didn’t execute very well for the last number of years, and were slow to change. Pays a decent dividend. Thinks there are a lot of tailwinds for this company. (Analysts’ price target is $7.)

Price:
$7.210
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2017-07-20 TOP PICK Jamieson-Wellness
JWEL-T
Mohsin Bashir

It is the MacDonald’s of the vitamin business.  It is the number one Canadian consumer health brand.  They have more market share than their 5 biggest peers combined.  They have exposure in China.  He thinks it will be a success-IPO story like DOL-T.  It is now going to be a show-me story as they grow their top line.

Price:
$17.050
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-07-20 TOP PICK MacDonald-Dettwiler--and--Assoc.
MDA-T
Mohsin Bashir

They are trying to be more and more tilted toward the US.  They are trying to get more regulatory approvals in the US, which will be a significant catalyst.  (Analysts’ target: $83.00).

Price:
$65.610
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-07-20 TOP PICK Visa-Inc.
V-N
Mohsin Bashir

It is a technology company, a toll collector within that sector.  $17 Trillion turns over across the globe.  It is becoming more and more ‘electronicified’.  They are growing and getting more avenues of getting paid.  (Analysts’ target: $105.00).

Price:
$98.110
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-07-20 TOP PICK iShares-S-and-P-TSX-Gb-Base-Metals
XBM-T
Hap (Robert) Sneddon FCSI

A basket of all the base metal stocks out there. They have a pretty long downtrend that starts in 2011, and it is just starting to poke its head above a shorter-term break. There are no guarantees, but if we are going to get this pro-growth move, base metals are going to be part of that. Thinks this is a double and a low risk by going to the basket.

Price:
$11.590
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2017-07-19 TOP PICK Brookfield-Infrastucture-Partners
BIP.UN-T
Veronika Hirsch

Infrastructure is the buzzword of every western government on the planet. What happens when they financed new infrastructure, they have to sell something. Nobody has a budget for new infrastructure. That is when this company comes in. They are capable of joint venturing with someone and can buy fairly chunky assets. Dividend yield of 4.7%. (Analysts’ price target is $42.)

Price:
$50.160
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-07-19 TOP PICK Computer-Modelling-Group-Ltd
CMG-T
Veronika Hirsch

They recently had a joint venture with Baker-Hughes (BHGE-N), where Baker Hughes is co-marketing one of their products. It would make sense for Baker Hughes to take over this company. Schlumberger (SLB-N) is the only company with a competing product. (Analysts’ price target is $9.50.)

Price:
$9.620
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-07-19 TOP PICK Descartes
DSG-T
Veronika Hirsch

This is a growth stock, and is a beneficiary of what is happening with delivery. It is a logistics company, and the more delivery there is of anything, then this company is a beneficiary. Also, it is a growth by acquisition story and interest rates are great for them. (Analysts’ price target is $36.29.)

Price:
$31.020
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-07-19 TOP PICK Parsley-Energy
PE-N
Eric Nuttall

A Permian producer that has been doing a really good job of acquiring acreage, so they issued a ton of paper on to the market. They’ve grown 14% a quarter for the past couple of years. They now get to slow down on that and focus on delineating their acreage, and also going after some new benches. One that they think they have a command of is the Wolf Camp C, and these wells are super, super economic. Have about 70% of their production hedged next year. (Analysts’ price target is $40.)

Price:
$29.130
Subject:
ENERGY
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2017-07-19 TOP PICK U.-S.-Silica-Holdings
SLCA-N
Eric Nuttall

The frac sand market is 75 million tons this year, growing to 110 million tons next year, growing to 140 million tons in 2019, equalling 65 million tons of demand growth. Supply growth will be anywhere from 30 million to 40 million. The price insensitivity of producers to an increase in frac sand price means that pricing will go up month after month, quarter after quarter for the next couple of years. This is the best positioned frac sand company. Dividend yield of 0.8%. (Analysts’ price target is $54.25.)

Price:
$34.980
Subject:
ENERGY
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2017-07-19 TOP PICK Trican-Well-Service-Ltd.
TCW-T
Eric Nuttall

Canada is materially undersupplied for pressure pumping demand. Pricing will continue to go up, and yet these stocks are selling off in the belief that while crude oil has checked back, companies are losing pricing power. That is not correct. This company can cash flow $300 million next year. Where the stock price is trading at, it is discounting by about $150 million of cash flow next year, not $300 million. If he is correct, there is 75%-100% upside in the stock. A stock price of $6-$7 is not unreasonable. (Analysts’ price target is $5.88.)

Price:
$3.700
Subject:
ENERGY
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2017-07-18 TOP PICK Broadcom
AVGO-Q
David Burrows

This plays into the new iPhone theme. They expect to have 40% more content in the new iPhone than they did in the last iPhone. They make RF chips which are going into everything. The only semiconductor company that has a long-term contract with Apple. Dividend yield of 1.6%. (Analysts’ price target is $277.50.)

Price:
$250.880
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 TOP PICK Delta-Air-Lines-Inc
DAL-N
Barry Schwartz

The US airlines have fundamentally transformed themselves. They used to be carefree and footloose with funds. Over the last 4 years they have consolidated, and there are now only 4 major carriers, and have been enormously profitable. This is buying back stock hand over fist. Raised its dividend, and announced a 50% dividend increase for the next quarter. Trading at about 9X earnings. Dividend yield of 1.5%. (Analysts’ price target is $66.)

Price:
$53.960
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 TOP PICK D-R-Horton-Inc.
DHI-N
David Burrows

The largest homebuilder in the world. They operate in 27 states and have $12 billion in revenue. New home sales are growing at greater than 10% in the majority of US states. The inventory of new homes going back to 1988, is just off the lows. The problem has been not enough homes. This company sells into the entry level buyer, and the millennials are just starting to buy homes. If there is a prolonged, economic, slow expansion, there is a pent-up demand for new homes. Dividend yield of 1.1%. (Analysts’ price target is $38.)

Price:
$36.410
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 TOP PICK KAR-Auction-Services
KAR-N
Barry Schwartz

The 2nd largest provider of car and salvage auction vehicles. It doesn’t take any balance sheet risks. Cars that come off lease go through its auction houses, so it is a really low CapX, high margin business. Dividend yield of 3.2%. (Analysts’ price target is $51.)

Price:
$40.730
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 TOP PICK Mastec-Inc
MTZ-N
David Burrows

A construction company contractor in 3 basic areas. Oil/gas infrastructure pipelines, electric transmission/power generation and communications. They build out infrastructure, and are benefiting as the communication companies build out additional gear on all their towers. There has been a bunch of new pipeline capacity approved that will be built out. Because of electric cars, it is possible we are going to need additional generation and transmission capabilities. (Analysts’ price target is $52.50.)

Price:
$45.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 TOP PICK Waste-Connections
WCN-T
Barry Schwartz

An idea based upon a pickup on global growth, and that the US is going to continue showing improvement. They acquired a Canadian company, Progressive Waste Solutions, and are much bigger. They are not done yet. They want to continue to consolidate the industry, which is still extremely fragmented. Not a cheap stock, but has pulled off a little bit here. Dividend yield of 0.8%. (Analysts’ price target is $96.)

Price:
$81.520
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-17 TOP PICK Celestica-Inc
CLS-T
Brendan Caldwell

Canada is phenomenal in areas we don’t think we are.  This one is trading at a big discount to its peers.  One of the biggest suppliers to the aerospace and defense industry.  We may not be the dominant brand, but we are the brains behind the brands.  They are a little bit behind on valuation.  (Analysts’ target: $15.50).

Price:
$17.430
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Yes
2017-07-17 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
Richard Croft

*Covered Call*. The company had blowout numbers. Thinks the stock is going to go through $100 before the end of the year. He did a $97.50 Call.

Price:
$91.390
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-07-17 TOP PICK Martinrea
MRE-T
Brendan Caldwell

The valuation is better than others.  He was out for a number of years while the auto industry went through some changes.  They are a leader in lightweighting cars, in making cars more fuel efficient. (Analysts’ target: $14.00).

Price:
$10.660
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Yes
2017-07-17 TOP PICK PowerSh-S-and-P500-BuyWrite-ETF
PBP-N
Richard Croft

A pure and simple Covered Call on the S&P 500 Index. You are getting dividends plus option premiums. It will be less volatile than the S&P 500. You are going to be subjected to withholding tax on the dividends. This is one you could hold for a long time.

Price:
$22.420
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
No
2017-07-17 TOP PICK Sunopta-Inc.
SOY-T
Brendan Caldwell

A leading supplier of health foods to companies like MacDonald’s.  They source non-GMO and organic foods from 60 countries.  The market for this is very, very big.  They supply some of the world’s leading brands.  He keeps owning it as long as it is the best available opportunity in the space.

Price:
$12.370
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Yes
2017-07-17 TOP PICK Wal-Mart-Stores-Inc.
WMT-N
Richard Croft

*Covered Call*. The company suffered and took a hit after Amazon (AMZN-Q) announced their purchase of Whole Foods. He thinks it got hit too hard. When you have a stock that drops like that, you tend to get the option premiums bumped up a little because there is a perception of greater risk. You have to like Walmart if you are going to do this, and you have to believe that they can compete very effectively against Amazon. He thinks Amazon is challenged with the “last mile” of delivery, which is the most expensive mile.

Price:
$76.370
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-07-14 TOP PICK Cogeco-Cable
CCA-T
Robert McWhirter

Recently acquired some US cable operations. Earnings per share were up 37%, a 4% earnings surprise. Free cash flow was up 113% year over year. Free cash flow yield increased from 6.5% last year to 10.4% this year. Trailing ROE is 21%. PE to growth is .35. Dividend yield of 2.1%. (Analysts’ price target is $82.50.)

Price:
$83.710
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on ENERGY
Owned:
No
2017-07-14 TOP PICK Fairfax-India-Holdings-Corp
FIH.U-T
Michael Smedley

A closed-end fund, and it is India. It is the sort of magic touch of Prem Watsa. They buy big into very interesting growth companies in an amazing growth country. (Analysts’ price target is $19.25.)

Price:
$17.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-14 TOP PICK Katanga-Mining-Ltd.
KAT-T
Michael Smedley

The “go to” company for existing supplies of cobalt. This is the one metal that is absolutely scarce.

Price:
$0.820
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-14 TOP PICK CPI-Card-Group-Inc.
PMTS-T
Michael Smedley

Makes the plastic debit cards that have the chips. In the US, they hardly have any PIN numbers. This stock falls between the cracks because it was solely listed on the Venture. There has been a mismatch of earnings over the past quarter, but he thinks things will come through. Dividend yield of 6.2%. (Analysts’ price target is $6.32.)

Price:
$3.830
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-07-14 TOP PICK Waste-Connections
WCN-T
Robert McWhirter

Garbage is relatively recession proof. Earnings were up 79%. Year-over-year sales are pretty good. Free cash flow is up 77%. Free cash flow yield at 3.5% is an improvement from 2.5% of last year. ROE is 9%. Dividend yield of 0.8%. (Analysts’ price target is $72.)

Price:
$81.620
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-07-14 TOP PICK WSP-Global-Inc.
WSP-T
Robert McWhirter

A large company with almost 36,000 employees and 500 offices in 40 countries. 36% payout ratio. They are forecasting unchanged earnings at $.65. Growth margins grew from last year from 17.8% to 18.8%. Year-over-year cash flow was up 53%. Feels all infrastructure supporting companies will end up doing well. Dividend yield of 2.9%. (Analysts’ price target is $54.50.)

Price:
$52.710
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on ENERGY
Owned:
No
2017-07-13 TOP PICK Bank-of-America
BAC-N
Paul Harris, CFA

A better bank than it was 10 years ago. It has more capital, a better cost structure and have gotten rid of assets that are non-core. They can’t acquire things anymore other than a few tuck-in acquisitions on the wealth management side. This means it is going to grow a lot more organically. They have a great wealth management business. The stock is trading at only 1X BV. Dividend yield of 1.2%. (Analysts’ price target is $27.00.)

Price:
$24.620
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-07-13 TOP PICK Cineplex-Inc
CGX-T
Jerome Hass

* Short * Pairs Trade: *Long* CNK-N/ *Short* CGX-T. Canadian long only managers always buy CGX-T as a recession proof business. It is a good company, but very expensive. It is twice the valuation of CNK-N.(Analysts’ target: $58.50).  CNK-N is more focused on the cinema business. It has 3 times more screens. It is a bigger, more liquid name and has a better dividend yield. (Analysts’ target: $44.00). 

Price:
$52.330
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
Bullish on Canadian Equities
Owned:
Yes
2017-07-13 TOP PICK Cinemark-Holdings
CNK-N
Jerome Hass

* Long * Pairs Trade: *Long* CNK-N /*Short* CGX-T. Canadian long only managers always buy CGX-T as a recession proof business. It is a good company, but very expensive. It is twice the valuation of CNK-N. (Analysts’ target: $58.50).  CNK-N is more focused on the cinema business. It has 3 times more screens. It is a bigger, more liquid name and has a better dividend yield. (Analysts’ target: $44.00). 



Price:
$37.990
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
Bullish on Canadian Equities
Owned:
Yes
2017-07-13 TOP PICK Loblaw-Companies-Ltd
L-T
Paul Harris, CFA

Trading at about 15X earnings. They have rationalized Shoppers quite well. Also, have spent a lot of money on technology. They throw off about $1 billion of free cash flow each year, and a lot of it has been spent on technology and improving stores. There has been a lot of food deflation, and they’ve been able to offset that with better technology. Dividend yield of 1.5%. (Analysts’ price target is $83.50.)

Price:
$71.370
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-07-13 TOP PICK Roxgold-Inc
ROXG-T
Paul Harris, CFA

A Canadian gold company, based in Burkina Faso, West Africa. Throws off about $60 million in free cash flow and has a mine life of about 3 years. They are spending their money in exploration, and thinks they will be able to extend the mine life. (Analysts’ price target is $2.00.)

Price:
$1.060
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-07-13 TOP PICK Spin-Master-Corp
TOY-T
Jerome Hass

There is good demand out there.  They just launched a line in China.  (Analysts’ target: $47.00).

Price:
$37.380
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
Bullish on Canadian Equities
Owned:
Yes
2017-07-13 TOP PICK ZCL-Composites-Inc.
ZCL-T
Jerome Hass

A long strategy. Fiber gas tanks. He thinks they still beat their street target.  (Analysts’ target: $14.50).

Price:
$13.500
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
Bullish on Canadian Equities
Owned:
Yes
2017-07-12 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Brian Madden

This should be able to continue the 20 year+ history of growing earnings. They’ve grown earnings 21% compounded over the last decade. The strategy is to price sharply on fuel. People are very sensitive on gasoline, and merchandise in stores is very attractively displayed. The in-store merchandise draws 3 to 5 times the gross margin that the fuel does. Dividend yield of 0.6%. (Analysts’ price target is $75.)

Price:
$62.400
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-12 TOP PICK Chartwell-Seniors-Housing
CSH.UN-T
Christine Poole

The largest provider of seniors housing communities in Canada. In the last couple of weeks, this has gone from $16 to almost $15, which is why she chose it. Everyone is getting older and living longer. It is still a very fragmented market, and this is the leader in the space. Dividend yield of 3.8%. (Analysts’ price target is $16.75.)

Price:
$15.210
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-12 TOP PICK Enbridge
ENB-T
Brian Madden

Canada’s largest pipeline company. The crown jewels would be the main line and Lakehead pipelines, a pipeline that carries about two thirds of all the oil produced in this country. They also own downstream assets that distributes natural gas. Just completed a $42 billion transformational acquisition of Spectra Energy in the US, making them the 4th largest company in Canada. It also broadens their asset base and positions them strategically in a growing production base. Dividend yield of 4.8%. (Analysts’ price target is $62.)

Price:
$50.980
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-12 TOP PICK CGI-Group--A-
GIB.A-T
Christine Poole

This has outsourcing with about 55% of their business. Systems integration and contracting is about 45%. The 55% is very much a reoccurring revenue stream, so is a stable stream of cash. Every few years they tend to make a large acquisition that either broadens their geography or deepens them in a vertical market. Logical was the last acquisition a few years ago that really gave them exposure in Europe. It was not a well-run company and margins were much lower. They brought them back up, and Europe is now about 55% of their business. They are ready to make another large acquisition, but are very disciplined on pricing, so are making smaller acquisitions. Organic growth is picking up. (Analysts’ price target is $74.)

Price:
$66.620
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-12 TOP PICK Mondelez-International
MDLZ-Q
Christine Poole

A leading manufacturer of biscuits, candy, chocolate and gum. She likes this because they are positioning in emerging markets where 35% of their revenues come from. As personal income levels increase, this company is very well positioned to participate in the growth. They are very focused on improving margins. Dividend yield of 1.8%. (Analysts’ price target is $50.)

Price:
$43.240
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-12 TOP PICK Toronto-Dominion
TD-T
Brian Madden

Canada has a banking oligopoly. This is the 2nd biggest bank in the country. Has a very strong, dominant domestic franchise and a well positioned asset management franchise. They have a large and growing presence in the US. With interest rates hikes that are occurring in the US, the likelihood of them improving their net interest margins, and ultimately their profitability, is very good. Dividend yield of 3.7%. (Analysts’ price target is $71.)

Price:
$65.160
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-11 TOP PICK Apple
AAPL-Q
Brian Acker, CA

The iPhone 8 is going to be a major upgrade cycle. A lot of people are holding off for this upgrade, as opposed to the iPhone 7. The stock had a nice pullback and they are going to report earnings in 2 weeks, but what really matters is their guidance going forward in September. It closed at $145.06, and he has a model price of $184.61, a 27% upside. Dividend yield of 1.7%. (Analysts’ price target is $164.)

Price:
$145.530
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-11 TOP PICK CitiGroup
C-N
Brian Acker, CA

2 weeks ago, this bank increased its dividend by 100%, and thinks they could double it again within the next year. Look for more dividend increases down the road. He has just had a valuation high for this company. Assets divided by shareholders’ equity is only 8X. Compare that to the Royal Bank which is 16X. They could actually double the assets on their balance sheet with their current capital. His model price is $66.84, representing no real upside, but big potential for dividend increases. Dividend yield of 1%. (Analysts’ price target is $68.)

Price:
$66.820
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-11 TOP PICK HAP-Enhanced-Income-Equity-ETF
HEX-T
John Hood

Basically 30% Banks, 20% energy, 10% utilities, etc. They have a whole bunch of stocks they do covered calls on. You are getting a good 5%-5.25% yield. It is all capital gains and dividends, not income.

Price:
$6.520
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
No
2017-07-11 TOP PICK Metlife
MET-N
Brian Acker, CA

His model price is $73.24, representing an upside of 30%. In a rising interest rate environment, this is a sector that you can hide in. Dividend yield of 2.9% (Analysts’ price target is $60.)

Price:
$55.530
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-11 TOP PICK iShares-Conservative-Short-Term-Fixed-Income-Fund
XSC-T
John Hood

This is conservative because it is short-term and you don’t have the same amount of duration risk you would have with some of the other fixed income ETF’s. It is a bit of a misnomer because it is not all that conservative. This has about 10%-15% high-yield as well as some foreign stuff.

Price:
$19.900
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-11 TOP PICK BMO-Equal-Weight-US-Banks-Hedged-to-CAD-ETF
ZUB-T
John Hood

He likes this because it has all the major banks and all the big regional banks. He likes the US banking sector if Trump is able to get through with the dismantling of Dodd Franks. Once it is done, then you are going to see those banks really actively participating in the markets.

Price:
$26.670
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-10 TOP PICK Air-Canada--B-
AC-T
Gerard Ferguson

It is a cyclical stock.  It is benefiting from a dramatic increase in passenger traffic.  We have low fuel prices and the US dollar both benefitting them.  He thinks they will issue a surprise dividend at their investor day in September.  (Analysts’ target: $20.50).

Price:
$20.370
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-07-10 TOP PICK Dollarama-Inc.
DOL-T
Jason Del Vicario

All 3 of his top picks have an element of defensiveness to them. This company has had a massive run, but they still have a long runway for growth with another 600 stores that they would like to open in Canada. They’ve been recently testing their model with some Dollar Stores in Central America, where he thinks they will make their next move. Dividend yield of 0.36%. (Analysts’ price target is $140.)

Price:
$122.030
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
2017-07-10 TOP PICK Ross-Stores-Inc.
ROST-Q
Jason Del Vicario

All 3 of his top picks have an element of defensiveness to them. Out of 500 companies in the S&P 500, this was the only company to post a positive rate of return in 2008. They buy excess inventories from some of the upper-class US stores for their outlet stores. When companies close stores or are having problems, this is good for the likes of this company. ROE is at about 40% and are actively buying back shares. One of the few retailers that are still opening stores. Dividend yield of 1.1%. (Analysts’ price target is $72.50.)

Price:
$54.800
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
2017-07-10 TOP PICK Theratechnologies-Inc
TH-T
Gerard Ferguson

They are taking the profits and cash flow from their drug to introduce a second drug, expected next year. (Analysts’ target: $9.50).

Price:
$8.240
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-07-10 TOP PICK iShares-Barclays-20-and--Yr-Treas-Bond
TLT-Q
Jason Del Vicario

All 3 of his top picks have an element of defensiveness to them. This is the Long Bond in the US and his favourite way to hedge against equity risks. This one is negatively correlated with equity markets. Because it is denominated in US$, Canadian investors have 2 opportunities to make money. 1.) If we see the markets tumble, he expects long dated treasuries to do well because it probably means rates are coming down and there is a flood to safety. 2.) The US$ being the world’s reserve currency, whenever there is uncertainty in the markets, people will flood to the US$ and US treasuries.

Price:
$122.900
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
2017-07-10 TOP PICK WPT-Industrial-REIT
WIR.U-T
Gerard Ferguson

Warehouses and distribution centers in the US.  They have General Mills and Amazon as customers.  (Analysts’ target: $14.00).

Price:
$13.100
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-07-07 TOP PICK ETrade-Financial-Corp.
ETFC-Q
Cameron Hurst

One of the best names exposed to the short end of the curve for a rising rate cycle. They have estimated about a 2.5% net interest margin this year. Management has said that for every 25 basis points the Fed hikes, they get about 10 more BPs through to that margin. There is fantastic leverage to the rising rate cycle. Also, they have a fantastic ad campaign going on right now. (Analysts’ price target is $41.)

Price:
$38.690
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-07 TOP PICK FedEx
FDX-N
Cameron Hurst

Online has really started to drive the stock, and it is a bigger and bigger share. This company has about 10% of their revenue, but are #1 in truckload delivery. Extremely well placed. Dividend yield of 0.9%. (Analysts’ price target is $235.)

Price:
$218.510
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-07 TOP PICK iShares-DJ-Medical-Devices-E.T.F.
IHI-N
Cameron Hurst

The devices’ space has great secular trends and market demand. There is more uptick in emerging markets. Fundamentally there are a lot of tailwinds. As an example, the cardio device market is projected to grow 20% a year through 2020. It is more defensive and is not as subjective to a policy shift.

Price:
$166.840
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-07 TOP PICK Infosys-Technologies-Ltd.
INFY-N
Darren Sissons

An Indian outsourcing IT company. If you are a large US bank, and need your Visa system incorporated with a new bank you have just acquired, you get a company like this. The stock has had a fabulous run for the last 20 years, but since Pres. Trump got into power, and looking to turn America into “America for Americans” to keep foreigners out, that has impacted the whole IT outsourcing segment, so the stock is down 25%. There is a $2 billion buy share back in the works. Dividend yield of 2.6%. (Analysts’ price target is $15.)

Price:
$15.040
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-07-07 TOP PICK Nestles
NSRGY-OTC
Darren Sissons

There are a few catalysts happening with this. They announced a Fr.20 billion buy back. Has the first non-Nestlé CEO since the early 1900s. One of the big opportunities is the divestiture of a $27 billion stake in L’Oreal. The kind of stock you just put in your portfolio, and only take out when you need to. Dividend yield of 2.8%. (Analysts’ price target is 83.50 CHF.)

Price:
$0.001
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-07-07 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Darren Sissons

Has just completed the acquisition of Atkins, which will improve global operations. Globally we are starting to see a truckload of infrastructure projects being announced. The stock hasn’t done much since it emerged from the corruption scandal in early 2016. With the acquisition, we should see this move higher over time. Dividend yield of 1.9%. (Analysts’ price target is $68.)

Price:
$56.740
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-07-06 TOP PICK Alon-USA-Partners
ALDW-N
Chris Damas

There has been a bid for the general partner and they may take out the company.  You may get a 10% pre-tax withholding tax if you are not American.  (Analysts’ target: $12.00).

Price:
$10.580
Subject:
Cannabis, Agriculture & Fertilizer
Bias:
BEARISH
Owned:
No
2017-07-06 TOP PICK Canaccord-Financial-Inc
CF-T
Chris Damas

They are a top underwriter for the cannabis industry.  They combined with Genuity and are now a full fledge multi-industry service investment firm.  Not too many people paid attention at their earnings announcement.  They are about to buy a UK wealth manager.  He expects over a $1 a share in earnings.  He has been buying more.  (Analysts’ target: $6.50).

Price:
$5.580
Subject:
Cannabis, Agriculture & Fertilizer
Bias:
BEARISH
Owned:
Yes
2017-07-06 TOP PICK DIRTT-Environmental-Solutions
DRT-T
Jim Huang

This has been flat lining over the last couple of years. Partly because they’ve had some big contracts in the energy sector. Meanwhile, they have been able to grow in all the other sectors they’ve been in, and have more than made up for that. The energy sector is coming back a little and continues to invest in technology innovation. It doesn’t look cheap on current earnings, but growth is huge. (Analysts’ price target is $8.75.)

Price:
$6.290
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-06 TOP PICK ICC-International-Cannabis-Corp.
ICC-X
Chris Damas

They did an RTO in December.  They are one of two in their South American country.  They bought a large inventory in help seeds.  It is used in pain and inflammation reduction.   (Analysts’ target: $2.10).

Price:
$1.120
Subject:
Cannabis, Agriculture & Fertilizer
Bias:
BEARISH
Owned:
Yes
2017-07-06 TOP PICK Intertape-Polymer-Group
ITP-T
Jim Huang

This has tapes of all kinds. Industrial uses, home uses. But obviously they also make the tapes that bind boxes that go from Amazon (AMZN-Q), which is a growth area. They’ve done a good job of controlling costs in the last few years and consolidating their operations. Now doing some tuck in acquisitions in India, etc. for testing new markets. There is probably 20% upside over the next 12-18 months. Dividend yield of 3%. (Analysts’ price target is $29.)

Price:
$24.640
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-06 TOP PICK Parex-Resources-Inc.
PXT-T
Jim Huang

To like this, you have to have some confidence that oil prices will not collapse. Even at $40 oil prices, the company will be able to maintain production, maybe not show growth, but keep a good balance sheet. Anything above $40 the company could grow 10% plus year, and be debt free in the next 12-18 months. They have a great track record. Primarily exposed to Colombia light oil. (Analysts’ price target is $22.50.)

Price:
$14.490
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-05 TOP PICK CI-Financial-Corp
CIX-T
Daniel Lloyd

*Short* The competitive pressure has gotten worse. The stock price has risen, but that has been with the broader market in general, not because the business has improved. They still have very weak underlying net sales. Dividend yield of 5.1%. (Analysts’ price target is $29.50.)

Price:
$27.950
Subject:
CANADIAN
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-07-05 TOP PICK goeasy
GSY-T
Daniel Lloyd

An alternative lender in Canada, mostly doing what is called instalment loans. An interesting niche between bank financing and payday loan financing, where they will service credit ratings between 4.50 and 5.75. All of the lending is income based, so they do very strict income verification. A very, very well-run business with very, very high net interest margins. Dividend yield of 2.6%. (Analysts’ price target is $41.)

Price:
$27.300
Subject:
CANADIAN
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-07-05 TOP PICK Horizons-EURO-STOXX-50®-Index-ETF
HXX-T
Terry Shaunessy

When you are into an EAFE (See comments under Top Picks for ZEA-T) he likes continental Europe. This one excludes Japan and the UK. It tends to focus on euro focused countries. Thinks France and Germany politically will be in the driver’s seat in the next 6 months.

Price:
$29.680
Subject:
ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-07-05 TOP PICK Pason-Systems-Inc.
PSI-T
Daniel Lloyd

*Short* (Pairs trade with a Long on Trican Well Services (TCW-T)). This one is not a bad business, but the stock is much more expensive and is trading at twice the cash flow multiple that Trican does. There has been quite a bit of insider selling recently. All of a sudden, there is some very strong competitive pressure. Dividend yield of 3.5%. (Analysts’ price target is $21.50.)

Price:
$19.160
Subject:
CANADIAN
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-07-05 TOP PICK Trican-Well-Service-Ltd.
TCW-T
Daniel Lloyd

*Long* (Pairs trade with a Short on Pason Systems (PSI-T)). An area he likes in energy services. The pressure pumpers and fracers are the ones that are actually making money at the moment. The stock is cheap. He likes management and the merger they just did. No dividend. (Analysts’ price target is $6.)

Price:
$3.440
Subject:
CANADIAN
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-07-05 TOP PICK iShares-MSCI-Emerging-Markets
XEC-T
Terry Shaunessy

He really wants people to look outside of North America. About two thirds of your portfolio should be outside of Canada with a third if that in the US, a third international, and maybe a small sliver in a more aggressive portfolio into emerging markets. This is going to be the area that has the greatest growth. He is using this as a proxy for China, because XSI and some of the other specific Chinese ETF’s are much more expensive.

Price:
$25.330
Subject:
ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-07-05 TOP PICK BMO-MSCI-EAFE-Index-ETF
ZEA-T
Terry Shaunessy

Your portfolio is going to be made up of fixed income and equities, and he recommends that within the equity portfolio that you have 1/3 of your equity positions invested in international markets. That is a big order, and if you need to start somewhere, this is the one he is using. A great entry point into the international market.

Price:
$17.930
Subject:
ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-07-04 TOP PICK Walt-Disney
DIS-N
Bruce Campbell (1)

Because it has been hit with ESPN concerns, the stock is kind of bottoming. They’ve already lost something like 10 million subscribers on ESPN. All the rest of the businesses are doing great. Trading down to about 15X next year’s earnings, and 10X EV to EBITDA, which is as cheap as it has been for a few years. Dividend yield of 1.5%. (Analysts’ price target is $124.)

Price:
$107.460
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-04 TOP PICK First-American-Corp.
FAF-N
Kash Pashootan

This gives you exposure to US housing given the type of insurance they offer, being Title insurance. As rates go up in the US, these insurance companies participate in that. A conservative business with a strong balance sheet. Dividend yield of 3%. (Analysts’ price target is $48.)

Price:
$44.730
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-07-04 TOP PICK Suncor-Energy-Inc
SU-T
Kash Pashootan

He’s been very light in this space for several years now, and started to add this about a year ago. Although he doesn’t believe oil is going up anytime soon, you want to have some exposure, and this is a conservative way of having some. Dividend yield of 3.4%. (Analysts’ price target is $50.)

Price:
$37.540
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-07-04 TOP PICK Toronto-Dominion
TD-T
Kash Pashootan

Unlike some of the other Canadian banks, this doesn’t have much uncertainty around its US strategy. If there is one thing this bank does exceptionally well, it is retail banking. They have the formula and they have the model. Although they have rolled out in the US branches, he believes it is still in the early days and there is still lots more to go. Dividend yield of 3.7%. (Analysts’ price target is $71.)

Price:
$65.470
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-07-04 TOP PICK Toronto-Dominion
TD-T
Bruce Campbell (1)

The Canadian bank that is exposed by about 50% to the US, so you get good diversity. It has lagged a little. Canadian banks are marginally down for the year, and this one is well off its peak. He thinks it goes back to its peak as we calm down about Home Capital. He is looking at a total return of about 14% for the year. Dividend yield of 3.7%. (Analysts’ price target is $71.)

Price:
$65.470
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-04 TOP PICK TransCanada-Corp
TRP-T
Bruce Campbell (1)

A growth dividend payer. For pipelines, there is such a lead time in construction, contracts, etc. This has basically laid out 8%-10% earnings growth over each of the next 5 years with commensurate dividend growth. If you get that and you keep the current valuation, you are going to get 5 years of compound 12% a year or something. It’ll probably end up less, because rates are going to go up. A relatively safe way to park some money. Dividend yield of 4%. (Analysts’ price target is $72.)

Price:
$61.750
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-30 TOP PICK Royal-Bank
RY-T
Hap (Robert) Sneddon FCSI

Chart shows a nice upward trend, with a bump upwards due to the election, and then coming back and testing, and is now on the way up again. Dividend yield of 3.7%. (Analysts price target is $102.)

Price:
$94.160
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
BULLISH
Owned:
Yes
2017-06-30 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Hap (Robert) Sneddon FCSI

Has had a bit of a sordid past over the years, and he thinks that is all behind them. They recently had a real decent quarter. There are some great tailwinds fundamentally and technically. Dividend yield of 2%. (Analysts price target is $66.)

Price:
$56.070
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
BULLISH
Owned:
Yes
2017-06-30 TOP PICK iShares-S-and-P-TSX-Capped-Comp.-ETF
XIC-T
John Hood

He likes this because it has options on it, and is a little less heavily weighted towards financials and energy. A very good core ETF to have and hold.

Price:
$24.020
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-06-30 TOP PICK SPDR-Materials-ETF
XLB-N
Hap (Robert) Sneddon FCSI

This is made up of the biggest names in the materials sector. The sector is showing really good relative strength. Really good support at around $51.

Price:
$53.810
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
BULLISH
Owned:
Yes
2017-06-30 TOP PICK SPDR-Energy-ETF
XLE-N
John Hood

American energy stocks are at their lows, which is a pretty good reason for buying this.

Price:
$64.920
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-06-30 TOP PICK BMO-Europe-High-Dividend-Covered-Call-Hedged-to-CAD-ET
ZWE-T
John Hood

This is to diversify away a little from the US. BMO is doing the covered call on the largest European stocks and it is hedged, which is the way he wants to be in Europe. Dividend yield of about 6.6%.

Price:
$21.930
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-06-29 TOP PICK CitiGroup
C-N
Stan Wong

Over the intermediate-term, rising interest rates and a lighter regulatory environment should help a name like this. There is potential for large shareholder capital return, doubling of its quarterly cash dividend and announcing a massive $6.6 billion share buyback program. These things will push financial names higher. Because this is well diversified in Latin America and Asia, it is one of the more international banks. It is the cheapest name by far, among all the large cap names. Dividend yield of 1%. (Analysts’ price target is $66.)

Price:
$66.980
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-06-29 TOP PICK Costco-Wholesale
COST-Q
Stan Wong

The world’s 2nd largest retailer by revenue, and operate over 700 stores and warehouses globally. They have 90 million member cardholders. He doesn’t believe the acquisition of Whole Foods by Amazon (AMZN-Q) will change the game that rapidly for this company. Renewal rates are 90% in North America and 88% outside of North America. They need to improve their online revenues which are still in single digits. Dividend yield of 1.3%. (Analysts’ price target is $185.37.)

Price:
$158.680
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-06-29 TOP PICK HAP-Floating-Rate-Bond-ETF
HFR-T
Daniel Straus

This does not have the duration risk of others.  It brings down the duration of the bond portfolio.  It is actively managed. It is a bit of a risk mitigater. 

Price:
$10.070
Subject:
ETF's
Bias:
OPTIMISTIC
Owned:
No
2017-06-29 TOP PICK Tencent-Holdings-Ltd
TCEHY-5
Stan Wong

China’s largest Internet service platform. They do things like communication of social networking, chats, and instant messaging. Online gaming is their main growth driver. They do media and online advertising as well. The world’s 4th largest Internet companies by revenue, behind Facebook (FB-Q), Amazon (AMZN-Q) and Alphabet (GOOGL-Q). Very solid balance sheet. They are sitting on $20 billion US in cash. Dividend yield of 0.2%. (Analysts’ price target is HKD 304.)

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-06-29 TOP PICK iShares-MSCI-Europe-IMI-Index-ETF--CAD-Hedged-
XEH-T
Daniel Straus

Europe.  It is very low in fee and offers exposure to thousands of European companies, 25% UK.  HXX-T would offer no UK weight if you wanted that.  You can take profits in the Euro by moving into this.  It is prudent to have SOME UK exposure no matter what.

Price:
$23.790
Subject:
ETF's
Bias:
OPTIMISTIC
Owned:
No
2017-06-29 TOP PICK BMO-S-and-P-TSX-Capped-Composite-Index-ETF.
ZCN-T
Daniel Straus

XIC-T is also the same index, but these are the goto names for low cost in the Canadian market.  Very low MER.  You can supplement this with factor strategies.

Price:
$20.500
Subject:
ETF's
Bias:
OPTIMISTIC
Owned:
No
2017-06-28 TOP PICK Cogeco-Cable
CCA-T
Jason Mann

One of those stocks that hits all the boxes for him. It has strong price momentum, but still has great valuation, scoring in the top 10%. The only business they are not in is wireless. Cheap at 14X earnings and 16X ROE. Reasonably priced on an EV to EBITDA basis. They beat on their recent quarter and have some US growth opportunities with the cash flow that they generate. Dividend yield of 2.2%. (Analysts’ price target is $78.50.)

Price:
$80.120
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-28 TOP PICK First-Quantum-Minerals
FM-T
Jason Mann

*SHORT* This is in line with his concern that the cyclical value may have peaked and may not be recovering in this cycle. Despite having a really good run from July to the election, this has really trended down. Their problem is that they have always had a lot of debt. Expensive on an earnings basis, trading at 43X trailing. A really low ROE. Highly volatile. (Analysts’ price target is $17.63.)

Price:
$10.880
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-28 TOP PICK iShares-Nasdaq-BioTech-ETF
IBB-Q
Jon Vialoux

The period of seasonal strength for biotech stocks is basically from mid-June to mid-September. The average gain for the NASDAQ Biotech technology index is about 8.17%, and has been positive 70% of the time since 1993. In this past week, it has broken out above the substantial trading range between $240 and $300. With the breakout, we can expect the magnitude of the range of about $60, to propel it to the upside by about $60, so the upside target is about $360.

Price:
$316.880
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2017-06-28 TOP PICK Genworth-MI-Canada-Inc.
MIC-T
Jason Mann

There has been a cloud over anybody in the mortgage business. This one is a little different. They are a mortgage reinsurer, but they don’t insure Alt A or subprime mortgages. They also have the ability to push back an underwriter if there was fraud. Trades at 6.4X Price to Free Cash Flow with a double-digit return on equity and 8X PE. Dividend yield of 5%. (Analysts’ price target is $37.50.)

Price:
$35.910
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-28 TOP PICK Purpose-High-Interest-Savings
PSA-T (Not List
Jon Vialoux

Purpose High Interest Savings ETF. During the summer, you want to reduce beta in your portfolio. You want to be less cyclically exposed. Since he is a bit concerned about the direction of rates, he is going for this one. All this is, is a 1% rate of return. You don’t have restrictions that would be imposed by the other high interest savings accounts. It is really just a place to park cash for the summer time.

Price:
$0.000
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2017-06-28 TOP PICK BMO-Dow-Jones-Indus.-Avg.-Hedge-ETF
ZWA-T
Jon Vialoux

He likes covered call strategies during the summer. If we are expecting a flat to negative print on the broad market tape, then really you want to be in some of these covered call names. In a higher trending market, you are going to be called away from these positions, which is detrimental to the price of these covered call ETFS. In a flat to negative trending market, you are benefiting from the covered call overlay, which is 2% above the benchmark yield of about 2.7%.

Price:
$21.145
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2017-06-27 TOP PICK CVS-Health-Corp
CVS-N
Lyle Stein

A play on demographics. It’s a cheap stock, trading at 13X next year’s earnings. A free cash generator. A great way to get diversification in a kind of sector we don’t have in Canada. Dividend yield of 2.5%. (Analysts’ price target is $88.00.)

Price:
$80.490
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-27 TOP PICK Enbridge
ENB-T
Ryan Bushell

This stock hasn’t performed this year. About a week ago it got down to about a 5% yield. They did the Spectra acquisition and increased the dividend on the back of that, so it is about a 15% dividend increase year to date. Dividend guidance going forward to 2024 is 10% to 12%. Dividend yield of 4.7%. (Analysts’ price target is $62.)

Price:
$52.750
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-06-27 TOP PICK Northland-Power-Inc
NPI-T
Lyle Stein

Big wind generator in the North Sea. He likes the assets. It started as an alternative energy provider in Ontario and then spread across Canada, followed by a big foray into Europe about 10 years ago. This is now starting to pay off big time. Their 1st wind plant, Gemini, is now generating cash. Nordsee will be generating cash by the end of this year. Just announced a 3rd offshore wind plant that will be coming on in a couple of years. Dividend yield of 4.6%. (Analysts’ price target is $26.50.)

Price:
$23.320
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-27 TOP PICK Toronto-Dominion
TD-T
Ryan Bushell

Banks are trading at 11 to 13 times earnings, which has been their historical range, while grocers are trading at 17 to 18 times earnings. He can’t figure out why the grocery business warrants a 5-point multiple over the banking business given the regulatory structure and the difference in dividend yields. Dividend yield of 3.7%. (Analysts’ price target is $71.)

Price:
$65.260
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-06-27 TOP PICK Teck-Resources-Ltd.--B-
TECK.B-T
Lyle Stein

This has met coal, copper, zinc and oil. People are forgetting the zinc story. Zinc is really, really tight and is just starting out to see a run. 3 years out, copper is going to be very tight. Met coal is $140, and their costs are $90. Dividend yield of 1%. (Analysts’ price target is $37.)

Price:
$21.760
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-27 TOP PICK Vermilion-Energy-Inc
VET-T
Ryan Bushell

A 6% dividend yield on the stock. They didn’t cut their dividend when they converted from an income trust, and didn’t cut it in the downturn of 2015. The dividend is well supported. A diversified asset base, largely in Europe, Australia and a project in Ireland as well as some in Western Canada and Western US. Good disciplined management team. A good allocator of capital. (Analysts’ price target is $58.50.)

Price:
$42.050
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-06-26 TOP PICK Equitable-Group
EQB-T
Stephen Takacsy, B. Eng, MBA

It was caught up in the HCG-T issues.  The short sellers started pouncing on these players.  They secured loans at very low interest rates.  They pre-empted potential contagion in the industry. They are getting so much new business that they can cherry pick their new customers.  It is trading just above book.  (Analysts’ target: $62.00).

Price:
$61.910
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-06-26 TOP PICK Inter-Pipeline
IPL-T
Peter Brieger

This has been a consistent long-term grower. The reason for its recent poor performance is that most of its business comes from transmission to and from the oil sands, which has been in the doldrums. They also have conventional oil and a gas fracing business as well as storage in the UK. There is tremendous potential of long-term leverage in a pickup in the oil sands business, where they have 50% capacity in their pipelines. They are experimenting with looking at propane dehydration, which will eventually lead to the production of plastic, which could be a major growth business. Dividend yield of 6.5%. (Analysts’ price target is $30.)

Price:
$24.940
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-26 TOP PICK K-Bro-Linen-Inc
KBL-T
Stephen Takacsy, B. Eng, MBA

Canadian leader in linen services to hotels and hospitals.  There are high barriers to entry into the industry and they have limited competition.  It is a duopoly in Canada.  They have high margins and good cash flow.  It has pulled back in the last year because they are in a large cap-x program.  It is better valued now considering the future benefit of the cap-x program.  Demographics are behind them.  They have long term contracts with very high renewal rates.  (Analysts’ target: $43.50).

Price:
$39.460
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-06-26 TOP PICK Toronto-Dominion
TD-T
Peter Brieger

He likes their PNC business, the efficient quality of their loans and the efficiency that they are running their affairs. They are very focused on cutting costs and making the whole organization more efficient. The quality of their credit losses is one of the best of the bunch. Also, likes that they can innovate with new marketing, especially in the US. Dividend yield of 3.7%. (Analysts’ price target is $71.)

Price:
$65.210
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-26 TOP PICK Ten-Peaks-Coffee-Co
TPK-T
Stephen Takacsy, B. Eng, MBA

The only one with a chemical free decaffeination process – the Swiss water method.  They are spreading it throughout the world as the chemical process is being banned in more and more countries.  He owns about 7.5% of the company as he accumulates it.

Price:
$6.340
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-06-26 TOP PICK Xylem-Inc.
XYL-N
Peter Brieger

This is water. Given the rise in world temperatures, and given the droughts in specific areas, water is going to be in a major scarcity mode. This company is a major player in that area. They are a very socially responsible company and recognize the problems, and are pouring more and more money into R&D. They are basically working with their customers in a broad range of water usage. They have a global orientation. Trading at 23.5X this year’s earnings which is somewhat expensive, but he is seeing consistent double-digit growth. Dividend yield of 1.3%. (Analysts’ price target is $55.)

Price:
$54.680
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-23 TOP PICK CASH
CASH
James Hodgins

For people who are comfortable Shorting, he would have no problem recommending Shorting a broader ETF of equity markets. Thinks we are in for about a 30% downdraft in equities over the next 12-18 months.

Price:
$0.010
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEARISH
Owned:
Yes
2017-06-23 TOP PICK Klondex-Mines-Ltd
KDX-T
James Hodgins

He likes the gold sector, and thinks it will do well in the downturn. This company is the 4th Canadian domiciled company to enter the Russell 2000, so their investor base is going to increase dramatically. It has the most stable growth in the gold sector, and is trading at about a 20% discount. (Analysts’ price target is $6.13.)

Price:
$4.760
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEARISH
Owned:
Yes
2017-06-23 TOP PICK -Leucrotta-Exploration-Inc.
LXE-X
James Hodgins

He is quite bearish on the broader markets, but the sentiment in the energy sector in Canada has been so negative that he thinks it is undervalued. They have no debt and has 900 prime low-cost Montney drilling locations with significant infrastructure and only about 10% of it is dry gas. CEO owns about 30% of the stock. (Analysts’ price target is $3.25.)

Price:
$1.850
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEARISH
Owned:
Yes
2017-06-23 TOP PICK Norbord-Inc
OSB-T
David Cockfield

Oriented strand board is the equivalent to plywood, when they put the panels together. The softwood lumber dispute could actually be positive for this company. A lot of their plants are in the US. This is a way to get your toe into the housing market. They just tripled the dividend. Dividend yield of 3%. (Analysts’ price target is $46.50.)

Price:
$39.980
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-06-23 TOP PICK BMO-Low-Volatility-Cdn-Eqty-ETF
ZLB-T
David Cockfield

When he sees markets getting into the patterns they have been lately, this is a package of stocks, low volatility, that seems to do well in rather uncertain kinds of environment. A good fall-back position if you are concerned about markets.

Price:
$30.070
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-06-23 TOP PICK BMO-Covered-Call-Utilities-ETF
ZWU-T
David Cockfield

Had been avoiding the utility area, because he saw the temper tantrum the market went through with the thought that rates were going up in the US. He’s come to the conclusion that interest rates are going to stay low for a lot longer than anticipated. Utility yields are quite attractive, and it is almost impossible to get those kinds of yields out of the fixed income market.

Price:
$14.110
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-06-22 TOP PICK AutoCanada-Inc.
ACQ-T
Paul Harris, CFA

This collapsed when they were buying auto dealerships, integrating them, and supplying technology to their back-office, etc., but they never integrated them, made 14 acquisitions in one year and were primarily in BC and Alberta. New management came in and did a lot of things the old management didn’t do, including reducing the number of acquisitions per year. They are now one of the largest players. Trading at about 11X earnings. They throw off about $40-$50 million of free cash, which they will use to buy a couple of other dealerships. Dividend yield of 2.2%. (Analysts’ price target is $22.)

Price:
$18.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-22 TOP PICK Grande-West-Transportation-Group
BUS-X
Bruce Campbell (2)

They had all these bus orders for Canadian customers.  They were getting trials and then huge orders.  Now they are doing the same thing in the US.  They provide smaller transit busses.  (Analysts’ target: $3.83).

Price:
$2.660
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Yes
2017-06-22 TOP PICK Blackstone-Group-LP
BX-N
Paul Harris, CFA

This is a private equity firm, one of the biggest in the world. They’ve just did a deal for an infrastructure fund for Saudi Arabia. Trading at about 10X on earnings. They are good asset accumulators. Dividend yield of 7.2%. (Analysts’ price target is $36.)

Price:
$33.060
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-22 TOP PICK CVS-Health-Corp
CVS-N
Paul Harris, CFA

Somewhat of a unique company. It is not just a pharmacy. It is a long-term care facility and a consulting firm. The stock has fallen a fair bit. It has a great cash flow yield of about 7%. On the pharmacy side, they had a few issues where same-store sales had gone down a fair bit. The long-term care thing is starting to grow and he can see very good growth there. Dividend yield of 2.5%. (Analysts’ price target is $88.)

Price:
$77.220
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
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