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

Recent Top Picks

Date Signal Company Expert Opinion Price
2016-05-26 TOP PICK BCE-Inc.
BCE-T
Hap (Robert) Sneddon FCSI

Earnings were reasonably decent. Has a fantastic dividend yield of 4.5%. The space is a really tough one right now, but the chart shows a strong long upward trend. He has a price target of $82.

Price:
$60.730
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-05-26 TOP PICK Horizons-Global-Dividend-ETF
HAZ-T
Daniel Straus

Expensive, but is actively managed by Guardian Capital using a quantitative methodology to screen global blue-chip companies for growth, profitability and sustainability. In the long term it has been a great exposure to the world.

Price:
$18.530
Subject:
ETF's
Bias:
UNKNOWN
Owned:
No
2016-05-26 TOP PICK MacDonald-Dettwiler--and--Assoc.
MDA-T
Hap (Robert) Sneddon FCSI

Risk reward on this is really, really good. They sort of represent Québec city within their business plan in what they do. Brought in a new CEO, and have also moved along the procurement process with the US military. Dividend yield of 1.73%.

Price:
$85.380
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-05-26 TOP PICK Pfizer-Inc
PFE-N
Hap (Robert) Sneddon FCSI

Believes this is long-term. It could be a little lower a year from now, but in 5-6 years it is going to be much higher. This is the right space to be in. Dividend yield of 3.48%.

Price:
$34.430
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-05-26 TOP PICK Vanguard-Cdn.-Aggreg.-Bond-ETF
VAB-T
Daniel Straus

A fairly low fee and gives exposure to the entire Canadian bond market. The “entire” Canadian bond market is probably a bit riskier than what most retail investors want to get out of their fixed income exposure, because of the long maturities that are out there. This has a weighted average duration of about 7 years. He supplements this with some shorter term, corporate credit ETF’s, to bring down the overall risk of the whole portfolio.

Price:
$26.030
Subject:
ETF's
Bias:
UNKNOWN
Owned:
No
2016-05-26 TOP PICK iShares-S-and-P-TSX-Capped-Comp.-ETF
XIC-T
Daniel Straus

Basically the TSX composite index, 240 some companies listed in Canada, the entire Canadian market. He has been legging slightly back into the Canadian market in his model portfolios, and this is his core exposure.

Price:
$22.320
Subject:
ETF's
Bias:
UNKNOWN
Owned:
No
2016-05-25 TOP PICK AGT-Food--and--Ingredients
AGT-T
Michael Decter

A fascinating company and has one of the most remarkable entrepreneurs leading it. One of the largest producers globally of pulse crops, processors of lentils, field peas. Grows in Saskatchewan and a bit in Australia and the Dakotas. They are starting to convert to making ingredients for food, a higher margin business. Dividend yield of 1.67%.

Price:
$35.910
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-25 TOP PICK Blackrock-Inc.
BLK-N
David Burrows

Investment management company, absolute leader in ETFs.  Money is moving its way toward ETFs.  Money has been leaving equities this year, but they are seeing net capital inflows.  Their margins are expanding.  17 times earnings.

Price:
$364.090
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
Yes
2016-05-25 TOP PICK Boyd-Group-Income-Fund
BYD.UN-T
Michael Decter

A consolidator of auto body and auto glass. They’ve exhibited remarkably steady growth. Consolidating an industry in which there are literally tens of thousands of possible acquisitions. This is an industry in transformation because cars are getting more complicated and harder to fix. There is lots of room for growth. Dividend yield of 0.68%.

Price:
$74.680
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-25 TOP PICK Clearwater-Seafoods-Inc.-
CLR-T
Michael Decter

The real play is the appetite of the world for protein, particularly seafood. They are not only harvesting efficiently, but marketing all over the world, particularly in Asia. Dividend yield of 1.39%.

Price:
$14.410
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-25 TOP PICK Honeywell-International
HON-N
David Burrows

We are in a connective world.  They are big in auto and heating efficiency.  Everything is connected.  Sensors and connective devices.  They grew free cash flow.  13% annual dividend growth.  It is not an expensive stock.  They are the market share leader in every market they are in.  16 times earnings.  He likes industrials and connected devices along with dividend growth.

Price:
$114.720
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
Yes
2016-05-25 TOP PICK Medtronic-Inc
MDT-N
David Burrows

Cardiac implants, spinal implants and diabetes devices.  A play on the secular theme of spending on healthcare.  They are all about scale.  It is fundamentally very attractive.  They have a dominant role and can save the system money with their implants.

Price:
$81.080
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
Yes
2016-05-24 TOP PICK Broadridge-Financial-Solutions-Inc.
BR-N
Jennifer Radman

This helps financial institutions. When they do investor communications, such as proxy voting or management change, unit voters have to vote, and this company facilitates 90%+ of the proxy voting. There is so much pressure on financial institutions with new regulations coming up. Dividend yield of 1.84%.

Price:
$65.360
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-24 TOP PICK Cisco
CSCO-Q
Jennifer Radman

With this one, you have the valuation on your side. You have had the threat that it should be showing up in the results, but it is not. Have done a very good job of transitioning. They have a fantastic client base and they are asking them what they need to do. There is still a lot of upside based on the valuation. Dividend yield of 3.65%.

Price:
$28.470
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-24 TOP PICK Amdocs
DOX-Q
Jennifer Radman

This company does the back end for a lot of the telco companies and the cable companies. When you had your 1st cell phone, you had minutes, but now you can bundle with half your office plus your grandmother, etc. It is so complicated trying to figure out how much data you are using and what you are getting billed for, and this company puts all that together. AT&T is their big customer. Dividend yield of 1.36%.

Price:
$57.230
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-24 TOP PICK Element-Financial
EFN-T
Andrey Omelchak

Earlier this year they announced plans to separate the company into 2 entities. One is a fleet business and the other is asset management. Thinks we are on the verge of a major re-rating on the back of this split. Both businesses are high quality and will both generate high ROE’s. The company is largely undervalued on the back of this. Dividend yield of 0.65%.

Price:
$15.520
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-05-24 TOP PICK Exco-Technologies
XTC-T
Andrey Omelchak

Specializes in providing different support things for the automobile sector, so are really capitalizing on this uptrend in autos. Well-managed with a top notch management team. They are having a CEO transition, which he is not too concerned about, as the past CEO will become chairman. The stock has been beaten down with the sector, which he feels is premature. Everybody is speculating that new car sales have reached their peak. Even if that is so, this company is trading at extremely attractive valuation multiples. They have quite a bit of revenue coming from outside of North America. Feels they will also have opportunities to deploy excess capital. Has about $30 million in excess capital. Dividend yield of 2.25%.

Price:
$12.540
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-05-24 TOP PICK Yellow-Media-Inc
Y-T
Andrey Omelchak

This has evolved from a Yellow Pages directory into a media company. 62% of their revenues come from their media assets. They are repaying their debt very aggressively and improving their capital structure. They’ve done this in France, and are now doing it in Canada. Trading at very attractive EBITDA multiples.

Price:
$19.220
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-05-20 TOP PICK Barkerville-Gold-Mines
BGM-X
Jaime Carrasco

This is going to become one of Canada’s highest producing gold mines. It is in BC with low political risk. High grade gold and they start production sometime this year.

Price:
$0.485
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-20 TOP PICK Franco-Nevada-Corp
FNV-N
Cameron Hurst

A relatively conservative play on gold. He likes the royalty streaming assets that they do, as opposed to being in the ground and trying to dig it out where you have a lot more risk and volatility. He likes gold right now, based on global negative interest rates. Dividend yield of 1.36%.

Price:
$65.520
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-05-20 TOP PICK Schlumberger-Ltd.
SLB-N
Cameron Hurst

Has sort of warmed up to energy. Thinks this company has got it right for the next cycle. Great cash flow, good operators, good track record. With the Cameron International (CAM-N) acquisition, they’ve got some great levers right now. Essentially they are executing on a very well articulated decade strategy of servicing and providing for the life of a well. Also, have some of the best technology. Dividend yield of 2.69%.

Price:
$74.960
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-05-20 TOP PICK UnitedHealth-Group-Inc
UNH-N
Cameron Hurst

This stock is very consistent. Management has a stated pledge to return 50% of free cash flow and invest with the rest. This is very stable and very predictable. Excellent execution. Consistently high multiple, which he likes. Dividend yield of 1.52%.

Price:
$130.940
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-05-20 TOP PICK Americas-Silver-Corp
USA-T
Jaime Carrasco

Management is the M&A team from America Barrick. Ever since they took over these 3 different mines, the price of silver has always been higher than the cost of production. What kept them alive, and what not many managers would have done, every quarter they would ramp up production more than the decline. They have gone from 500,000 ounces to 5 million ounces equivalent of silver production. This is the 1st quarter where we have the inverse where the price of silver is higher than the cost of production, and that spread will continue to widen. Going forward, clients will be very well rewarded.

Price:
$0.330
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-20 TOP PICK Vermilion-Energy-Inc
VET-T
Jaime Carrasco

When he starts putting money back into a sector, he likes to go into the one that did the best. This one did the best which means money stayed with it. Assets are not just in Canada, but offshore as well, mostly in Europe. They get the higher pricing of Brent. Dividend yield of 6.04%.

Price:
$42.710
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-19 TOP PICK Riken-Leiki
7734-JP
Lorne Steinberg

A global player with pretty good earnings growth and revenue growth.  Number one player in several niche areas.  Trading at 9 times earnings and a steep discount to book value.

Price:
$0.000
Subject:
Deep Value Global Equities
Bias:
BEARISH
Owned:
Yes
2016-05-19 TOP PICK Aegon-N.V.
AEG-N
Lorne Steinberg

70% discount to tangible book value.  6% dividend which they got permission to raise and to buy back shares of.  They are painted by the brush for the US financials.  It has very significant upside over the next couple of years.

Price:
$5.000
Subject:
Deep Value Global Equities
Bias:
BEARISH
Owned:
Yes
2016-05-19 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
Stan Wong

Largest Internet Company globally, specializing in search and advertising. They control 74% of the US Internet search engine market, and nearly 60% of the global search ad revenue. With the YouTube volume growth, increasing mobile ad sales and more cost controls, that should continue to drive the bottom and top lines. Trading pretty cheap at 20X forward earnings. 15% long-term growth rate, gives it a 1.3X PEG, which is pretty good for a large cap technology brand. Added to his position last month in the $705 area. Thinks it can get back up to the $800 level quite easily.

Price:
$715.310
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-05-19 TOP PICK Metro-Inc--A-
MRU-T
Stan Wong

A very classical, traditional, consumers staple stock that provides investors with a very stable and predictable growth and earnings with a modest but growing dividend. They have $12 billion in sales and a network of 600 stores in Québec and Ontario. Trading at 17X earnings and a 10% growth rate and a dividend yield of 1.3%. The dividend has grown at 16% per year over the last 5 years. A very steady type of name, especially for this environment where things seem to be expensive.

Price:
$42.990
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-05-19 TOP PICK Royal-Dutch-Shell-PLC--B-
RDS.B-N
Lorne Steinberg

One of the best managed energy companies in the world.  Very little debt.  They took advantage of energy prices to integrate an acquisition with a high yield.  There is not a lot of downside for the high dividend yield. 

Price:
$49.820
Subject:
Deep Value Global Equities
Bias:
BEARISH
Owned:
Yes
2016-05-19 TOP PICK Exxon-Mobil
XOM-N
Stan Wong

If you are a believer that the energy market is continuing to stabilize and recover, he likes this company because it is a very conservative play. The largest integrated oil company globally. Feels they are very committed long term to cost control and a strong balance sheet, enabling them to make some very opportunistic acquisitions going forward. Trading at 2.15X Price to BV, which is a discount to its 10-year average of 2.8X. Dividend yield of 3.33%.

Price:
$90.110
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-05-18 TOP PICK Boyd-Group-Income-Fund
BYD.UN-T
Steve Belisle

Auto repair/collision repair shops. Growing mostly in the US. Insurance companies want to deal with fewer suppliers, especially for collision repairs, and this company is able to offer them lower costs, faster service and more standardized service. That is why they are getting market share with insurance companies, and that is driving structural growth. Miles driven has increased in the US which is resulting in more collisions. They are supplementing their organic growth with more acquisitions. The market is very fragmented in the US. Dividend yield of 0.69%.

Price:
$72.610
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-05-18 TOP PICK Walt-Disney
DIS-N
Christine Poole

There is great momentum in the studio, and she sees good things coming over the next year. They can leverage their productions into the theme parks and consumer products. The big catalyst for their theme parks is the opening of Shanghai Disney in June. Up front there are going to be some opening costs, but longer-term it is going to be a great revenue generator. ESPN has been an overhang in terms of subscriber declines, but that is moderating. Dividend yield of 1.43%.

Price:
$99.000
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-18 TOP PICK Element-Financial
EFN-T
Steve Belisle

Likes the value they are going to unplug by splitting the company in 2. They will be a fleet business and an asset management business in September. They will disclose the pro forma numbers in August. Last quarter management guided that the fleet business will earn about $1.12, but could actually be $1.10. If you use a 15 or 16 time multiple, this is what the stock currently is at. Even if you don’t like the commercial side of the business, it is probably worth at least $3, so you can easily get to $20 and above on a valuation. After the split, they will materially increase the dividend. Dividend yield of 0.68%.

Price:
$14.800
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-05-18 TOP PICK Home-Depot
HD-N
Christine Poole

This is really a play on the US economy, a recovery in the US housing market, improving employment, which implies higher household formations and turnover. This is a format that is not threatened by on-line like other businesses. Online represents about 5% of their total revenues. Dividend yield of 2.1%.

Price:
$131.770
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-18 TOP PICK Loblaw-Companies-Ltd
L-T
Christine Poole

She likes the Shoppers acquisition because it plays into the aging demographics. In terms of food retail, square footage growth has less growth than in prior years, which is a positive for the grocery industry. Have been renovating their stores and putting new IT systems in, which is largely behind them. Focus now is to increase the dividend. They have also been buying back stock. Dividend yield of 1.5%.

Price:
$69.220
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-18 TOP PICK Milestone-Apartment-REIT
MST.UN-T
Steve Belisle

All their properties are in high job growth markets in the US. In the US, job creation is mostly in low wage service jobs, and people are looking for a place to live, but house prices have increased quite a bit. That is driving a lot of demand for properties, and this company’s average rent is about $900 a month, quite affordable and very good quality locations. They have been able to derive rent growth at about 6% in the past few years, and looking forward he thinks that is what they will do, deriving pretty good cash flow growth. Dividend yield of 3.86%.

Price:
$18.350
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-05-17 TOP PICK FT-AlphaDEX-Cdn.-Dividend-ETF
FDY-T
Don Vialoux

Historically the Canadian market does very well right through until June 15, so there is still another month for the Canadian market to go higher. He looked for specialty ETF’s that are designed to outperform the Canadian market, and this one fits that bill. It just broke through to an all-time high yesterday.

Price:
$18.060
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2016-05-17 TOP PICK Fortis-Inc.
FTS-T
Don Vialoux

Seasonally, from about now right through to October, this tends to outperform the market. Technically it is very close to its all-time high. It is forming a gorgeous triangle pattern, and it all has to do with their recent acquisition. If you look at the on balance volume, somebody is buying a lot of this stock.

Price:
$40.040
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2016-05-17 TOP PICK First-Trust-Technology-AlphaDEX-Fund
FXL-N
Don Vialoux

This is coming into gear right now. It has basically to do with the technology sector, and technology just during the last week has started to show some really good signs of outperformance. Seasonality it goes right through until July.

Price:
$31.060
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2016-05-17 TOP PICK New-Flyer-Industries-Inc.
NFI-T
Bruce Campbell (2)

This company just continues to deliver on their numbers. Management is so confident in their business that they just bumped the dividend last week by 35%. Acquired MCI Motor Coach last year and there are lots of synergies as well as lots of higher margin business that they can do in the parts area, a much more profitable area than building buses.

Price:
$41.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-05-17 TOP PICK Red-Eagle-Mining
RD-X
Bruce Campbell (2)

Building a gold mine in Colombia. There has been a lot of move into gold mining stocks this year, and this is one that kind of flies under the radar. There is no analysts’ coverage yet. They are just finishing up the build of the mine, and hope to be pouring their gold later on this year. There is lots of upside from both an exploration standpoint and a re-rating once they get to the production stage. Trading fairly cheap here. Electricity is fairly cheap, which should keep their mining costs down. Also, the Colombian peso is very cheap.

Price:
$0.760
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-05-17 TOP PICK Sleep-Country-Canada-Holdings
ZZZ-T
Bruce Campbell (2)

A mattress retailer. What Dollarama (DOL-T) has done over the last 10 years, he feels this company is going to do over the next 10 years. They are going to continue to expand geographically. Currently they serve about 1 store for 180,000 people, and he thinks that is going to be down to the 150,000 level, so they’ll have more stores out there. They are also expanding their business to sell not just mattresses, but a lot of accessories like fancy expensive pillows, giving them a much higher margin.

Price:
$22.990
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-05-16 TOP PICK Arc-Resources-Ltd
ARX-T
Swanzy Quarshie

An excellent company. Really good risk management. A great management team. Likes the balanced nature of their portfolio. They do very well hedging the gas component of their portfolio, because they are such good risk managers. Their resource base is probably one of the best in the country. Excellent technical team which is done very well with their drilling. Low cost operators. The company has lagged their high-quality peers, which she feels is unjustified. Dividend yield of 2.87%.

Price:
$20.890
Subject:
OIL & GAS
Bias:
CAUTIOUS
Owned:
Yes
2016-05-16 TOP PICK Bonterra-Energy-Corp
BNE-T
Swanzy Quarshie

If you like oil and you like good assets, this is the way to go. They have a really great asset base, but the technical team is really doing a good job in proving up the asset base and getting excellent results on their drilling at very low costs. There is a lot of torque to the upside. Have more debt than she is comfortable with, but because of the quality of the management team and their technical expertise, this is a good leveraged way to play oil. Dividend yield of 4.34%.

Price:
$27.620
Subject:
OIL & GAS
Bias:
CAUTIOUS
Owned:
Yes
2016-05-16 TOP PICK Concordia-Healthcare
CXR-T
John Zechner

It was falling because of the VRX-T story.  It is at 3-4 times earnings.  They can start to pay down their debt.  The acquisition gave them a diversified foot print.  They are delivering results.  They are doing it right.  You are compensated for any risk with a low multiple.

Price:
$37.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
Yes
2016-05-16 TOP PICK Walt-Disney
DIS-N
John Zechner

This could be a stock you buy and forget about.  One of the best growth companies in the last 40 years.  They had their first quarterly miss in 4 years recently.  What they do well is cross selling so well.  The worries recently were skinny bundles and ESPN.  People still want the sports content.  It will correct itself.  You can now get it at a market multiple.

Price:
$100.360
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
Yes
2016-05-16 TOP PICK Uranium-Participation-Corp.
U-T
John Zechner

You buy Uranium at $25, a huge discount.  He thinks it is cheap.  The demand is still there.  This is the best way to play the commodity.

Price:
$4.360
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
Yes
2016-05-13 TOP PICK Cisco
CSCO-Q
Kash Pashootan

With the Internet of things, demand for their products continues to be on an incline. We are doing more and more with our smart phones every day, and the networking tools that this company provides helps with that, especially the carriers to stay spectrum efficient. They have been growing through acquisitions. Valuation is reasonable and you are getting a 3.92% dividend while you wait.

Price:
$26.530
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Yes
2016-05-13 TOP PICK Canadian-Tire-Corporation-Ltd.--A-
CTC.A-T
Kash Pashootan

One of the few in the retail space that he feels has figured out how to combat some of the disruption that is taking place with technology. They have done that by participating in it. Just recently shipped out their catalogue, the 1st time in 9 years, to 12 million households. Although print structure is dead, they have sent out the catalogue but have integrated it to the app that you have to download to really get the full experience. With that, their e-commerce sales have moved considerably to the upside. Trading at about 16X and has a low payout ratio. Dividend yield of 1.63%.

Price:
$141.120
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Yes
2016-05-13 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
David Newman

Has strong growth and is monetizing it through ad spending, and is obviously going more digital. They also have their other bets, such as curing aging through Calico. They are getting into the public cloud as well. Also, has 70% market share of Core Search. Growing at 20%. He has a $1000 target on this.

Price:
$724.830
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-05-13 TOP PICK Mastercard-Inc.
MA-N
Bruce Murray

Prefers is a little better over Visa (V-N), which has to integrate Visa Europe. MasterCard is more exposed in the Third World, and as incomes grow and as electronic transaction usage is lower, you have growth in both income and electronic usage in the Third World. Trading at a 27X multiple. Target price of $112.

Price:
$95.360
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-05-13 TOP PICK Medtronic-Inc
MDT-N
Bruce Murray

Medical implants. A play on the aging population. About 1.5 years ago, they took out the old Tyco division called Covidien, their healthcare business. Covidien had got to Ireland, and this company now has done the inversion. This company is now sitting on boatloads of cash globally. We are going to see higher dividends, share buybacks and probably more acquisitions. Target price of $88.

Price:
$80.710
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-05-13 TOP PICK ResMed-Inc.
RMD-N
Kash Pashootan

This deals with sleep apnea by producing the mask and the device that helps deliver the oxygen. 26% of adults suffer from sleep apnea. In developed markets it has only about 10%-15% penetration, and in emerging markets only 5%, so he likes the upside. Dividend yield of 2.09%.

Price:
$57.440
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Yes
2016-05-12 TOP PICK Anfield-Nickel
ANF-X
Rick Rule

He has invested 3 times before with this management, which has been highly successful. This will be his 4th time.

Price:
$1.220
Subject:
PRECIOUS METALS
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-12 TOP PICK Espial-Group
ESP-T
Peter Imhof

Looking for people to cut the cord.  They look like Apple TV. This quarter there will be revenue generation so this is the right time.  He owns a big chunk.  There is deep value here, but people got impatient.

Price:
$2.100
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-05-12 TOP PICK Firan-Technology-Group-Corp.
FTG-T
Peter Imhof

Airplane circuit boards.  Extremely cheap company.  Next year earnings move from $.20 to $.30 per share.  Capacity utilization was not full, but with new contracts it will be.  6.5 times earnings next year.  Not too many people know this story still.  It is an early 2017 story still.

Price:
$2.400
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-05-12 TOP PICK Ivanhoe-Mines
IVN-T
Rick Rule

Robert Friedland is the most successful mining financier of his generation. This company has 3 world scale projects in it. It is very well funded with over $500 million in cash in the company. This is as good a pick as he has had in 40 years. Understand there is political risk, which is high.

Price:
$1.050
Subject:
PRECIOUS METALS
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-12 TOP PICK Parex-Resources-Inc.
PXT-T
Peter Imhof

Management did a great job.  They have low cash costs and have a lot of exploration opportunities.  It is one of his largest holdings in the fund.  All the metrics look outstanding.  They continue to do well, underpromising and overdelivering.

Price:
$13.440
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-05-12 TOP PICK Reservoir-Minerals
RMC-X
Rick Rule

This is subject to a takeover offer from Nevsun (NSU-T). The knock against Nevsun is, will they do something stupid with the $400 million that they have in the treasury. The next question is, how do they grow, by buying the superb deposit in Serbia. He expects Nevsun will go up substantially in price having acquired this company. The cheaper way to play this is by owning the company that is being acquired.

Price:
$8.880
Subject:
PRECIOUS METALS
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-11 TOP PICK Ameriprise-Financial
AMP-N
John Burke

Gives financial advice to over 10,000 financial advisors. Financial advice stocks have suffered because of new regulations from the Department of Labour, and thinks that is going to help this company to consolidate some of the smaller companies. This is selling over 20% below where it was in 2015. Dividend yield of 3.13%.

Price:
$95.170
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-11 TOP PICK AcuityAds-Inc
AT-X
Colin Fisher

This is in the programmatic advertising space, which is exploding. Just reported and knocked it out of the park, but the stock went down. Great management which owns a lot of the company, and the Board of Directors is very savvy. Quite inexpensive and their ability to grow is exceptional. They also have the ability for acquisitions.

Price:
$1.280
Subject:
TECH & KNOWLEDGE STOCKS
Bias:
UNKNOWN
Owned:
Yes
2016-05-11 TOP PICK Occidental-Petroleum-Corp
OXY-N
John Burke

His favourite energy pick, because it is over 80% oil. Also, have the best drilling locations in the US, generally in the Permian Basin in West Texas and Southeast New Mexico, which has multiple layers of oil, so with one drilling pad they can get more pockets of oil making it more economical. Dividend yield of 3.91%.

Price:
$76.310
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-11 TOP PICK Time-Warner-Inc
TWX-N
John Burke

Feels media companies are cheap. This is still 20% below where it was in January last year. Expects profits will increase by more than 20% over the next 2 years, at a below market P/E ratio. Dividend yield of 2.17%.

Price:
$74.140
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-11 TOP PICK VersaPay-Corp
VPY-X
Colin Fisher

Great management and great Board of Directors. They just finished a raise. Doesn’t think there are any headwinds anymore. With a fully loaded balance sheet, they’ve got a great growth in their client base, having gone from zero to 42 with 17,500 payers in the last year. Just signed on an ERP Vendor news cycle, so they have 437 clients, and it is a very natural channel. Thinks they can have exponential growth this year. They don’t need any money, so there are no capital market headwinds.

Price:
$1.060
Subject:
TECH & KNOWLEDGE STOCKS
Bias:
UNKNOWN
Owned:
Yes
2016-05-11 TOP PICK Zaio-Corporation
ZAO-X
Colin Fisher

This company has been in flux and is finally coming through its last phase. There has been a management and board of director change. There will be a lot of new client acquisitions and a capital cleanup, which will ignite growth.

Price:
$0.140
Subject:
TECH & KNOWLEDGE STOCKS
Bias:
UNKNOWN
Owned:
Yes
2016-05-10 TOP PICK Goldcorp-Inc
G-T
Richard Croft

Sell: Goldcorp Oct 24 calls at $2.80.

Sell: Goldcorp Oct 24 puts at $2.80.

This had an interesting price today closing at $24. Basically in October you are going to Sell the stock or Buy more. If you buy more, your average cost is going to be around $21. If you believe the thesis that the gold market is experiencing a sector rotation into that space, then very likely it will regress to the mean. If the stock stays the same or goes up, you are going to make $5.60, which is a very good return for 5 months.

Price:
$24.100
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2016-05-10 TOP PICK Osisko-Gold-Royalties-Ltd.
OR-T
Bill Harris, CFA

He still likes the royalty model and thinks he is getting this at half its valuation. They have money to spend and things they can do.

Price:
$16.080
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
Yes
2016-05-10 TOP PICK Orbcomm-Inc
ORBC-Q
Richard Croft

A small company worth about $700 million, and they operate about 50 low Earth orbit satellites. If you are in the transportation business, and shipping high value goods and you want to track shipments, this is who you would deal with. They just launched their last 35 satellites. There is lots of risk. However, they have a lot of new business coming on board. A very low cost operator. He is looking for bottom line growth over the next 4-5 years.

Price:
$9.320
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2016-05-10 TOP PICK Square-Inc
SQ-N
Richard Croft

Sell: Square Sept 24 calls at $10.

Sell: Square Sept 24 puts at $10.

This just reported on Thursday and missed expectations. You are trading off volatility. He is taking a position in this, which is trading at $10 a share today. If he starts with 100 shares, he is either going to own 200 shares at an average cost of $8.10. If it stays the same or rises, he is going to make 32% of his money over the next 4 months.

Price:
$10.000
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2016-05-10 TOP PICK Trans-Canada-Corp
TRP-T
Bill Harris, CFA

Hasn’t owned this for years. Thinks their issues are being addressed. They took their free cash flow and invested it in power, but it didn’t work out the way they had hoped. This is a really good gas transportation business. Recently received permits to start construction on the Coastal GasLink pipeline. We are being transformed in the next decade to a natural gas economy. Dividend yield of 4.36%.

Price:
$51.560
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
Yes
2016-05-10 TOP PICK Vermilion-Energy-Inc
VET-T
Bill Harris, CFA

Sold down stocks, but still wants to maintain the 10% exposure to energy. He doesn’t expect a lot from this, but thinks he can get an 8%-10% rate of return over the next year. Dividend yield of 6.2%.

Price:
$41.470
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
Yes
2016-05-09 TOP PICK AGT-Food--and--Ingredients
AGT-T
William Chin

They are a major global player in chickpeas. They are big in plant-based proteins.  They are doing great.  The chart has been steadily going higher.  They have rising momentum.

Price:
$39.980
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-05-09 TOP PICK Agrium
AGU-T
Peter Brieger

(A Top Pick April 27/15. Down 9.41%.) The long-term thesis is that the growth in the world’s population is going to be in emerging markets. Both growth and demographics are very much in their favour. You have a younger population becoming wealthier which will probably want to improve their diet and eat more protein. Also, there is a drought in Brazil. China and India could double their fertilizer applications. The retail business is their crown jewel. You are looking at free cash flow, even after dividends, of $4 to $7 for the next couple of years.

Price:
$109.620
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2016-05-09 TOP PICK Clearwater-Seafoods-Inc.-
CLR-T
William Chin

Very high end frozen seafood. The trend is trying to eat healthy - wild, caught seafood.  Fast freezing technology has been fantastic.  They just made a European acquisition. 

Price:
$13.590
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-05-09 TOP PICK Canadian-National-R.R.
CNR-T
Peter Brieger

If you believe in the North American economy, which he does, rails are a great way to play it. Prefers this over Canadian Pacific (CP-T) although there is nothing wrong with CP. This has been the cream of the crop in terms of performance, which will continue going forward.

Price:
$75.910
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2016-05-09 TOP PICK Manulife-Financial
MFC-T
Peter Brieger

This has become incredibly cheap at a 9.8 P/E ratio compared to a longer-term average of 10+. Lifecos need good stock markets to bring the value of their holdings up. They need higher returns from bonds. What they don’t need are bad experiences from oil/gas such as they’ve had. The business is growing like crazy in Asia and Canada, and to a lesser extent in the US.

Price:
$18.140
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2016-05-09 TOP PICK Uni-Select-Inc
UNS-T
William Chin

They have 23% market share in the US and continue to execute very well.  He expects them to consolidate a fragmented market as they acquire smaller players.  They are increasing shareholder value because of that.

Price:
$65.050
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-05-06 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Peter Hodson

Convenience stores and retail gas operations. They have been moving into Europe and buying lots of European operations. This is really a valuation play. They are trying to change the non-voting super share structure, so that when the youngest founder turns 65, it collapses and goes into regular shares. It is $10 cheaper because of the controversy on this. Dividend yield of .50%.

Price:
$54.170
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-06 TOP PICK Canadian-Apartment-Properties
CAR.UN-T
Derek Warren

One of the few REITs where he could sell every single building today if he wanted to. The kind of security that investors should be thinking of, when looking at houses trading relative to NAV. There are so many people around the world who would love to own a stable, Ontario focused apartment portfolio. Dividend yield of 4.05%.

Price:
$30.200
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2016-05-06 TOP PICK Crombie-Real-Estate-Investment-Trust
CRR.UN-T
Derek Warren

This is typically Sobey’s anchored, Eastern Canadian. Now with the Safeway transaction, they’re also in Western Canada and have said they are going to develop and maintain this. Their last quarter was excellent. Dividend yield of 6.31%.

Price:
$14.350
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2016-05-06 TOP PICK Kinaxis-Inc
KXS-T
Peter Hodson

Supply chain management. The stock went public at $13 not that long ago, and it is now $48-$49. Growth is in the 30% range. What he really likes is that they have $108 million in cash. Growth is improving and margins are very, very high. Their average deal size is increasing, meaning their customers are confident and are buying more and are buying bigger software packages.

Price:
$48.940
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-06 TOP PICK RioCan-Real-Estate-Investment
REI.UN-T
Derek Warren

Thinks this is the time to start owning large caps. He expects a softer year. Sold all of its US portfolio, so loses that income. It is putting that money toward some excellent developments, but they still have to build them before earning cash flow. A fantastic organization with a lot of growth opportunities going forward. Dividend yield of 5.19%.

Price:
$27.500
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2016-05-06 TOP PICK Savaria-Corp
SIS-T
Peter Hodson

Manufactures mobility assist devices. Just reported great numbers in the 30% range in terms of growth. Great balance sheet. Insiders own about 45%. Nice margins and nice demographics. 10,000 people turn 65 every day, and they are playing right into that market, so the outlook is pretty good. Dividend yield of 2.5%.

Price:
$7.990
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
CAUTIOUS
Owned:
Unknown
2016-05-05 TOP PICK Apple
AAPL-Q
Paul Harris, CFA

Trading at only 10X earnings, but if you take out the cash, it is probably only 8X earnings. They are increasing their dividends. 63% of their revenue comes from the iPhone. In the last quarter everything fell. IPhone7 is coming out which he thinks will offer added products. Dividend yield of 2.45%.

Price:
$93.240
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-05-05 TOP PICK Horizons-U.S.-Dollar-Currency-ETF
DLR-T
Brooke Thackray

The Canadian dollar has done well during March and April for the last 9 years in a row.  So he is going long on the US dollar now.

Price:
$12.810
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2016-05-05 TOP PICK Firstservice-Corp
FSV-T
Paul Harris, CFA

A real estate management company. They manage condos in Toronto, but their big business is in the US with a lot of gated communities. Expects a lot of growth of 15%-20% per year, because they can grow by good organic growth and acquisition growth. They also own things like College Pro Painters and California Closets which fits into their gated community holdings. Not cheap, trading at around 24X earnings, but there is good growth in it. Dividend yield of 1%.

Price:
$57.920
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-05-05 TOP PICK Horizons-US-7-10-Year-Treasury-Bond-ETF
HTB-T
Brooke Thackray

Replicates the IEF ETF in the States.  Government bonds do well from May to October.  This is a good safe place for the summer.

Price:
$53.320
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2016-05-05 TOP PICK Potash-Corp-of-Saskatchewan
POT-T
Paul Harris, CFA

It is a difficult environment for the pricing in potash as there is oversupply in India and China. They’ve cut the dividend and it is now down to 6.25%. Potash prices may be volatile here and they may have to cut their dividend again. If so, then he would buy more. At these levels, you are not paying a lot for it. Global economy will continue to grow. A great way of increasing agriculture globally.

Price:
$20.600
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-05-05 TOP PICK SPDR-HOMEBUILDERS-E.T.F.
XHB-N
Brooke Thackray

SHORT.  He is short the home builders from April 27 to Mid June. 

Price:
$33.300
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2016-05-04 TOP PICK Brookfield-Infrastucture-Partners
BIP.UN-T
Greg Newman

It has a 13% growth rate.  If they buy the Australian asset, he sees it as being 8% accretive.  He thinks the dividend will continue to grow.

Price:
$53.390
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-04 TOP PICK Bank-of-Nova-Scotia
BNS-T
Greg Newman

This name has too high of a short interest.  They have a high exposure to emerging markets.  The energy book is well contained compared to peers.  It has a 4.4% dividend that will grow over time.

Price:
$62.610
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-04 TOP PICK Cinemark-Holdings
CNK-N
Michael Simpson, CFA

Cinemas, primarily in the US and 14 Latin American countries. Trading at about 15X earnings and 9X cash flow. Has been hurt badly by the higher US$, but as that reverses, they’ll get some of that benefit from the Latin American countries. Good balance sheet, with debt to EBITDA of about 2.3X. Dividend yield of 3.09%.

Price:
$35.050
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-05-04 TOP PICK K-Bro-Linen-Inc
KBL-T
Michael Simpson, CFA

Launders hospital and hotel linens. About 70% revenues are from hospitals and the rest from hotels. The largest player in Canada. About a year ago, they made a bid for Booth Centennial, but lost it to a financial player. Currently building new facilities in Toronto and Vancouver that will lower their costs. They continue to win contracts. Has debt to EBITDA of about 0.2X, and trading at about EBITDA of about 9X. very well-managed. Dividend yield of 2.93%.

Price:
$41.900
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-05-04 TOP PICK Manulife-Financial
MFC-T
Greg Newman

It has been frustrating, but he sees their earnings next year being 25% better than this year.  They have been hit by their energy book, actuarial charges and lower rates.  They are so much cheaper than SLF-T.  The 4% dividend will grow 12% annually.  Buy it on the US side if you have US cash. 

Price:
$18.070
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-04 TOP PICK Transcontinental-Inc.--A-
TCL.A-T
Michael Simpson, CFA

You want to own the best and lowest cost producer, so when the Toronto Star wants to close their big huge facility in Vaughn, this company is going to do that business. They are also big into flyers. Although there is a lot of digital media, flyers are still used. As discount grocers are getting more traction, flyers are very important. Also, diversifying into packaging, which is smart, and is about 10% of their revenue. Trading at about 5X cash flow, with 1X debt to cash flow. Generates a lot of cash flow, which they give back to shareholders in the form of dividend increases and buying back shares. Dividend yield of 4.05%.

Price:
$18.210
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-05-03 TOP PICK Apple
AAPL-Q
John O'Connell, CFA

Great balance sheet. Great products. Great services. Trading at 11X next year’s earnings. If this is overpriced, yielding 2.5% (more than the US Treasury bond), then the whole market is overpriced. A very dynamic company that has lots of products and services. Thinks it is going to continue to innovate and that there will continue to be growth in emerging markets. 

Price:
$95.180
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-03 TOP PICK Charles-River-Labs-Intl
CRL-N
Gordon Reid

Does safety testing, the efficacy, phase 1 through 3 trials for particular drugs for pharmaceutical companies. High growth, growing earnings last year at 17%.

Price:
$78.800
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-05-03 TOP PICK Concordia-Healthcare-Corp
CXRX-Q
John O'Connell, CFA

This has grown by acquisition, buying a lot of drugs. They sell drugs to over 100 companies. Generates EBITDA of around $600 million. Have $3.5 billion of debt. They free cash flow $300 million a year which they can pay down the debt with. Thinks there is a very good chance this company will not be public in a couple of weeks. Dividend yield of 1.14%.

Price:
$26.420
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-03 TOP PICK Walt-Disney
DIS-N
John O'Connell, CFA

One of the best franchises in history. They just keep buying more good franchises and doing an outstanding job of developing the projects. ESPN is the big concern right now because of possible cord cutting, but is a brilliantly run program and one thing consumers are prepared to pay for is sports. Dividend yield of 1.37%.

Price:
$103.780
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-03 TOP PICK Verizon-Communications
VZ-N
Gordon Reid

Large wireless telco with about 70% being wireless This is often described as a safe place in the market, because of the high dividend yield. When you look under the hood, you are seeing a company that is really innovating. Recently sold their wire line business in California, Texas and Florida. They are basically taking a telco and becoming a content delivery company delivering data, voice and streaming video. They produce a ton of cash. Dividend yield of 4.4%.

Price:
$50.680
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-05-03 TOP PICK Walgreen-Boots-Alliance
WBA-Q
Gordon Reid

Recently did a deal with Rite Aid (RAD-N) that is going to put them into the US North East and Mid-Atlantic. There will be over $1 billion of synergies there. This is a company that has proven that they are not afraid to make acquisitions. Well-managed and will grow into the future. Dividend yield of 1.8%.

Price:
$81.460
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-05-02 TOP PICK Cara-Operations-Ltd.
CAO-T
Norman Levine

Brand new for him.  He likes it because he wanted to increase his presence in Canada, but not in resources.  It is the Canadian consolidator in the restaurant business.  The dual class share structure is their only drawback. 

Price:
$31.680
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-05-02 TOP PICK Kuehne--and--Nagel-Intl.
KNIN-VX
Norman Levine

Swiss exchange and on the pink sheets in New York.  If you believe in growth in global trade then you want to own this one.  They have a lot of cash and no debt.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-05-02 TOP PICK Power-Financial-Corp
PWF-T
Norman Levine

(Top Pick Apr 17/15, Down 7.45%) Great West Life, IGM and European investments.  What is needed is higher interest rates to invest premiums in.  He is keeping it.  It goes up and down along with their assets. He likes the long term outlook for the insurance business when rates start to go up.  He likes IGM and the European assets that he thinks are undervalued.  They have gone back to raising their dividend on a regular basis.

Price:
$33.030
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-05-02 TOP PICK Vanguard-FTSE-Cdn-High-Div-Yd.
VDY-T
John DeGoey

For people who are trying to find ways to get income and trying to get some diversification, instead of buying individual companies or individual sectors, why not just buy all the things that are paying dividends, get it cheaply, get broad diversification. He thinks the worst is behind us and that we hit the bottom in Jan-Feb.

Price:
$29.100
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-05-02 TOP PICK Vanguard-MSCI-Emerg.-Mkt.-ETF
VEE-T
John DeGoey

(A Top Pick May 27/15. Down 17.24%.) Likes this very much, but it has been down a lot. He continues to believe that emerging markets are a ridiculously under owned asset class in Canada. This is probably the market leader in the Canadian market space. It is going to be a more volatile play, but this is a part of the world that is growing at 4%-6% GDP growth in a growing middle class. Very cheap and very diversified. This will be a long-term hold.

Price:
$26.290
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-05-02 TOP PICK iShares-CNX-Nifty-India
XID-T
John DeGoey

If you want to get into emerging markets, but want to avoid China and still have the growing middle class, India is the way to go.

Price:
$25.830
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-04-29 TOP PICK Performance-Sports-Group
PSG-T
Don Lato

This just took a major haircut. Has never seen a stock fall so precipitously in one day, and yet still not be concerned about bankruptcy. Had announced the currency exchange was going to hurt them in the quarter, but that has gotten better. Also, announced they were going to take a write off on a receivable to Sports Authority which had declared Chapter 11. They are far from any breach of their debt covenants, and are still generating a ton of cash. A very well-managed company.

Price:
$4.570
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-29 TOP PICK Tourmaline-Oil-Corp
TOU-T
Don Lato

(A Top Pick May 4/15. Down 32.12%.) You don’t have to look any further than the price of gas, versus a year ago to see why it is down. It has grown tremendously over the past year. Very, very well-managed company. Has been busy enhancing its infrastructure to position for the eventual recovery in natural gas.

Price:
$28.670
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-29 TOP PICK Walgreen-Boots-Alliance
WBA-Q
Don Lato

This has been as high as $97 last summer when the market peaked, and is now down around $80. Good financial operators and have made several very strategic acquisitions. Trading at around 15-16 times earnings. Lower than the market multiple, yet better growth potential. Well positioned to continue benefiting from the aging population’s healthcare needs. Dividend yield of 1.83%.

Price:
$78.760
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-28 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Bruce Campbell (1)

This has been as high as $61. It is a consolidator. They have been a beneficiary of energy, because Imperial, Shell and Europe have been selling their gas stations. Thinks they have suffered from being a source of funds for people to buy oil stocks, because they have been a kind of reverse indicator. It is back under 20X earnings for the 1st time in a while. Management is really good. Dividend yield of 0.50%.

Price:
$53.910
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-28 TOP PICK Airboss-of-America
BOS-T
Michael Smedley

This is a buy now because it is down at $15, which is extraordinarily run down.  It is a North American leader in their products. 

Price:
$15.470
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-28 TOP PICK Cardinal-Energy-Ltd
CJ-T
Bruce Campbell (1)

A very low beta way to have energy. A Western Canadian oil producer with low decline. They are 60% hedged this year and 35% next. Good balance sheet. If he is wrong and oil goes down to $30, this will go down, but not as much as others. Dividend yield of 4.57%.

Price:
$9.190
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-28 TOP PICK First-National-Financial
FN-T
Michael Smedley

He hopes there will be a cheaper entry point.  The company is brilliant because they are the top of their class in mortgage broking.  They are above all the other banks.  TD-T sends them their external mortgage broking business.

Price:
$27.150
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-28 TOP PICK Manulife-Financial
MFC-T
Bruce Campbell (1)

This has pulled back, a lot like US banks. Lifecos are all exposed to interest rates, and get squeezed when rates don’t go up. This has a lot of growth in Asia that is kind of non-interest rate exposed. They also have John Hancock in the US. He is showing 9X earnings and a discount to Book forward, which is as cheap as these things get. It will go back to $21-$22. Dividend yield of 4.03%.

Price:
$18.380
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-28 TOP PICK Pretium-Resources
PVG-T
Michael Smedley

He has held it for a long time.  This week it had fabulous grades.  It will be into production towards the end of next year. 

Price:
$9.830
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-27 TOP PICK AutoCanada-Inc.
ACQ-T
Mike S. Newton, CIM FCSI

If you were to chart out oil prices against this name, you would see quite a bit of a correlation, because this is looked at as being a Western company. Thinks this is all baked into the price. Dividend yield of 4.69%, and the balance sheet is sufficient enough to cover that in the near term.

Price:
$21.330
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-04-27 TOP PICK Adobe-Systems
ADBE-Q
Mike S. Newton, CIM FCSI

An interesting discovery for him when he was looking for low volatility names. What attracted him was that they completely changed the way they distributed their business as a subscription model. This makes it much more affordable for smaller businesses and individuals, and also makes strides to eliminate the potential for pirated and illegal copies. Their most recent earnings were really surprisingly good, and the adoption rate was a very, very high.

Price:
$95.640
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-04-27 TOP PICK Comcast-Corp
CMCSA-Q
Mike S. Newton, CIM FCSI

Had great earnings last night and the stock popped. They continue to deliver incredibly good growth rates. The Universal Pictures division has a great slate of movies coming up. Has low volatility combined with a pretty good dividend of 1.79%. There was news that they might be trying to acquire DreamWorks for $3 billion, about 2% of Comcast’s market cap.

Price:
$61.300
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-04-27 TOP PICK Diversified-Royalty-Corp.
DIV-T
Fabrice Taylor

Owns Mr. Lube, Sutton Realty and Fran Works a restaurant group. Fran Works is heavily concentrated in Alberta, so sales are weak. It has driven the stock price down creating a 10% dividend yield. If oil prices continue to improve, even slowly, sentiment will improve. If investors in one year decide that they’ll accept an 8% dividend yield from the stock and the dividend doesn’t change, you are looking at a 35% upside. 10% on the yield and 25% on the stock. They are diversifying away from these 3 royalties. Dividend yield of 9.51%, and he would recommend the DRIP.

Price:
$2.300
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 120 of 22,453 entries
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