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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-03-27 TOP PICK Keppel-Corp-Ltd.
KEP-SP
Darren Sissons

(BNN shows the symbol as KPELF-PK, but my search through Globe & Mail and Bloomberg could find nothing. However, our site does have this under KEP-SP and they are both about oil rigs, so am presuming it is the same company.) A conglomerate that is active in the offshore oil reconstruction and ship repair market. They also have a property business. Has increased its dividend for 24 consecutive years. Good balance sheet and excellent management. A long-term story.

Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-27 TOP PICK Unilever-NV
UN-N
Darren Sissons

Has the largest emerging market exposure of consumer staples. The market doesn’t like that right now, but that is obviously a mistake as the emerging markets are growing much faster than what we have in developed economies. The dividend gross periodically. Balance sheet is fine. Yield of 3.12%.

Price:
$42.490
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-27 TOP PICK Vodafone-Group-PLC
VOD-Q
Darren Sissons

The European market has changed in terms of the outlook for growth for telecom companies. This company goes around the world buying small operations, grows and then sells them off. Good management. Yield of 3.12%.

Price:
$33.460
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-26 TOP PICK Alacer-Gold-Corp
ASR-T
Benj Gallander

Lots of money and no debt and they are expanding their copper deposit.  Companies have been looking at them and they could get possibly taken over at some point.

Price:
$2.680
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2015-03-26 TOP PICK Baytex-Energy-Corp
BTE-T
Jeff Young

(Top Pick May 22/14, Down 54.04%) He probably should have sold and come back later.  It has good assets and a good cost base and they are a good company.  When oil prices start to recover they will be a prime beneficiary of that.  It is a high quality company and just needs some support from oil prices.  He is not suggesting people back the truck up but just put a toe in.  6% yield.  The Saudis can’t produce oil for the entire world and no one but they can make money at these levels.

Price:
$20.020
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-03-26 TOP PICK Cathedral-Energy-Services
CET-T
Benj Gallander

They cut their dividend in half.  They cut their capital spending in half.  They cut half their labour cost.  They have a reasonably good balance sheet.  It is a good time to buy in now.  They are smartly managed and a number of companies in this sector will go bankrupt or chapter 11 so this will eliminate competition.

Price:
$2.010
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2015-03-26 TOP PICK First-United
FUNC-Q
Benj Gallander

Good financial ratios and capitalization ratios.  If they start repaying a dividend he can see a cent or two a quarter and then moving up from there.  Thinks they will start the dividend this year.  A nicely managed company.

Price:
$8.570
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2015-03-26 TOP PICK Pembina-Pipeline-Corp
PPL-T
Jeff Young

It has come down quite a bit, but he likes the assets.  They touch more than half the oil moving around Alberta.  They have assets where he expects development to continue.  They have a decent dividend and decent growth prospects.  If we run into more troubled commodity prices for longer there will be pressure on the stock price, but as for the information they have now, it is in the stock price.

Price:
$40.390
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-03-26 TOP PICK Westjet-Airlines
WJA-T
Jeff Young

It has come off a bit after doing very well.  It is the perpetual problem with airlines where they overbuild capacity and demand is not there to keep it up.  They are expanding into more holiday travel.  It sold off on the Western Canada worries and he thinks it is overdone.  They have this economy of premiums and they continue to find ways to add to their revenue line.  The risk is if the economy turns down and air travel falls.

Price:
$29.600
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-03-25 TOP PICK Canam-Group-Inc.
CAM-T
James Hodgins

Commercial construction the US.  They also offer architectural and design services.  More than a $ billion back log.

Price:
$12.560
Subject:
MARKET NEUTRAL INVESTING
Bias:
NEUTRAL
Owned:
Yes
2015-03-25 TOP PICK Element-Financial
EFN-T
John Wilson

Announced a new Chairman today.  The chairman is now separate from the CEO position.  Pretty strong organic growth.  Earnings growth in the 30% or better range.  16 times this year’s and 12 times next year’s earnings.  They won’t pay cash taxes for a long time.  He has had it for a couple of years.

Price:
$16.550
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2015-03-25 TOP PICK Hudson-Bay-Co.
HBC-T
John Wilson

They have tremendous real estate in every city across the country.  You add to that what Saks had and he feels it is a tremendously undervalued company.  It is run by someone who is a real estate guy who is really good at surfacing value from real estate. 

Price:
$25.560
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2015-03-25 TOP PICK Pfizer-Inc
PFE-N
John Wilson

Has been a sleepy pharma stock.  He likes it because of a big hoard of off-shore cash and they announced a deal in February that will give them a lot of synergies and allow them to grow earnings.  He thinks breaking up the company will bring out value as well.

Price:
$34.300
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2015-03-25 TOP PICK The-Score-Inc.
SCR-X
James Hodgins

They had $16 Million on the balance sheet but just raised equity and he thinks this is for an acquisition.  In the mean time you have massive growth in the app.  It is getting to that kind of scale where you are going to see big increases in their advertizing revenue.  Ultimately, someone like FB-Q would take them out.

Price:
$0.660
Subject:
MARKET NEUTRAL INVESTING
Bias:
NEUTRAL
Owned:
Yes
2015-03-25 TOP PICK TeraGo-Inc.
TGO-T
James Hodgins

Originally a pure connectivity play.  They acquired a company recently and are now cross selling to the acquired company’s customers.  It could cause the stock to double at some point.

Price:
$7.400
Subject:
MARKET NEUTRAL INVESTING
Bias:
NEUTRAL
Owned:
Yes
2015-03-24 TOP PICK Crombie-Real-Estate-Investment-Trust
CRR.UN-T
David Baskin

A 6.69% dividend.  He doesn’t care if interest rates go up a bit.  It is owned by the Sobeys family.  They expanded to Western Canada so there is more growth coming to them.  The terrific dividend is probably still going to grow in 2015.

Price:
$13.470
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-03-24 TOP PICK Concordia-Healthcare
CXR-T
Michael Smedley

He has held it for a long time.  He is contemplating adding to it again.  It is a Valiant want-to-be.  It will have to get into bigger acquisitions.

Price:
$85.960
Subject:
CANADIAN
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2015-03-24 TOP PICK Express-Scripts-Inc
ESRX-Q
David Baskin

It’s like a buyer’s group.  They are a toll road for drugs, getting profit off a spread between the usual price and a lower one they negotiate based on the bulk they are dealing with.  The payout ratio is small so it can go up a lot.  You don’t care who has the best drug.

Price:
$84.060
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-03-24 TOP PICK Goldman-Sachs
GS-N
David Baskin

It is probably the best investment bank in the world, and they passed their stress test so they could increase their dividend.  He also expects share buy backs.  Buying back shares when at book value is a very good use of capital.

Price:
$191.280
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-03-24 TOP PICK Limoneira-Co
LMNR-Q
Michael Smedley

This is the Sunkist of Lemons.  They are now using their fabulous real estate holdings for lemons.  They are buying into a look-alike situation in Chile. 

Price:
$23.070
Subject:
CANADIAN
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2015-03-24 TOP PICK Noront-Resources-Ltd.
NOT-X
Michael Smedley

He has been in it for a long time.  It is the only minable deposit of chromite in North America.

Price:
$0.485
Subject:
CANADIAN
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2015-03-23 TOP PICK SalesForce.com-Inc.
CRM-N
John Stephenson

This is one of the best cyclical technology stocks.  They are rolling out `wave` and growing quickly in the 25-30% range for cash flow.  It still has upside to come.  This is early stage to a growth roll out.

Price:
$67.660
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-23 TOP PICK Horizons-S-and-P-500--C--Hedged-
HXS-T
Brooke Thackray

S&P 500 tracking, hedging the currency.  The broad market is not a bad place to be right now.  The S&P tends to outperform the TSX this time of year.  A one to two month hold.

Price:
$47.230
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2015-03-23 TOP PICK Pacific-Rubiales-Energy-Corp.
PRE-T
John Stephenson

Short. They were not able to extend the life of the rubiales field, which drives 40% of their value in production, a balance sheet that is getting worse, there is a lot of insider selling, their reserves are grossly overstated, and they are giving to a charity they control.  It is likely to face a reserve write down and then eventual extinction.

Price:
$3.230
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-23 TOP PICK Spirit-Airlines-Inc.
SAVE-Q
John Stephenson

Airlines are trading at very low multiples compared to other transportation.  It is dirt cheap.  An ultra low cost carrier.  Flies to major domestic cities.  Best margin in the business.  It is not a business travelers` airline.  They do 13% more flights per day with their planes than other carriers.

Price:
$77.710
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-23 TOP PICK Sysco-Corp
SYY-N
Brooke Thackray

It is a consumer staples stock and already starting to show positive signs.  Normally it does not have seasonal strength until April 23rd, but now is the time to get into it this year.  A one to two month hold.

Price:
$38.660
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2015-03-23 TOP PICK SPDR-Cons-Discretionary-ETF
XLY-N
Brooke Thackray

Has done well because of the under exposure to foreign exchange.  If we start to see it weaken in the next month it is time to move on.  A one to two month hold.

Price:
$76.640
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2015-03-20 TOP PICK CCL-Industries--B-
CCL.B-T
Norman Levine

(Top Pick Mar. 21/14, Up 48.83%) Canadian multinational.  Bought part of Avery last year and it turned out to be great.  95% of revenue is non-Canadian.  As customers around the world expand, they go with them.  Low multiple and the dividend grows a lot.

Price:
$136.050
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Yes
2015-03-20 TOP PICK Callaway-Golf
ELY-N
Norman Levine

It is a turnaround story.  The ones that do work usually take longer than people expect it to but the benefits are then usually bigger than people expect them to be.  Improved balance sheet, distribution, manufacturing, and product line and the company is gaining market share against the compeition.  Last year they were hurt by a bad winter and spring and half their revenue is outside the US so the strong US dollar has hurt them.

Price:
$8.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Yes
2015-03-20 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Norman Levine

Highly volatile stock but everything in it is old news.  The latest thing to hurt them were criminal charges from the RCMP based on what happed to them in the past.  Canadian law states if you are a company and convicted, you can’t bid on government work forever.  The company has not been convicted yet.  This is an election year in Quebec and this is a Quebec company.  He thinks this law will likely be changed.  They raised their dividend and companies in trouble don’t raise their dividend.

Price:
$40.820
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Yes
2015-03-19 TOP PICK Constellation-Software-Inc.
CSU-T
Robert McWhirter

Record high today.  Has had an incredible run.  Growth is still impressive.  Organic and growth by acquisition.  3% free cash flow yield and 19% return on assets.  The stock is less volatility than others on the market.  20% growth expected this year and 22% next year.  1.14% dividend yield.

Price:
$446.000
Subject:
CANADIAN & TECHNOLOGY
Bias:
SELECTIVE
Owned:
Yes
2015-03-19 TOP PICK Harley-Davidson
HOG-N
Andy Nasr

Likes it because the valuation is a lot more compelling than it has been.  The stock came under pressure with concerns of a higher US weighted dollar.  He thinks the concerns are overblown.  It is consumer spending and household formation in the US that will drive it.  The entry point is very attractive.

Price:
$61.180
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-03-19 TOP PICK InterRent-REIT
IIP.UN-T
Andy Nasr

Likes the apartment sector in Canada.  Shorter leases and about 40% turnover so with inflation you can capture higher rates.  Rock solid balance sheet and they just made a major accretive acquisition – a redevelopment play.  You are buying at a discount and you will get dividend growth.  They make improvements and get above guideline rent increases.

Price:
$6.270
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-03-19 TOP PICK Ryder-System-Inc.
R-N
Andy Nasr

At a decent valuation and it touches every aspect of the US economy, which will do well.  It is an alternative to railway stocks.  They have a sizeable fleet.  They are the largest operator in the US.

Price:
$96.990
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-03-19 TOP PICK Tecsys-Inc
TCS-T
Robert McWhirter

Very illiquid stock.  Don’t rush out with market orders.  Keep orders under $10.  3.3% cash flow yield.  42% growth next year. 

Price:
$9.570
Subject:
CANADIAN & TECHNOLOGY
Bias:
SELECTIVE
Owned:
Yes
2015-03-19 TOP PICK Valeant-Pharmaceuticals
VRX-T
Robert McWhirter

Acquired Biovale.  3.4% free cash flow this year and 10% return on assets.  In the midst of acquiring a company that will be accretive to earnings so they grow 42% this year and 58% next year.  10.7 times PE.  If this performs as expected it will likely be the largest cap company in the index, surpassing Royal Bank.

Price:
$260.480
Subject:
CANADIAN & TECHNOLOGY
Bias:
SELECTIVE
Owned:
No
2015-03-18 TOP PICK Artis-Real-Estate-Investment-Trust
AX.UN-T
Michael Missaghie

NAV is close to $17. This has a very stable yield. Payout ratio has been brought down to about 85%. Investors are probably not giving them enough credit in that about a quarter of their assets are now in the US. Expects they will face some headwinds with respect to their Calgary office exposure. Yield of 7.31%.

Price:
$14.860
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2015-03-18 TOP PICK Boston-Properties
BXP-N
Michael Missaghie

A very, very high quality asset base of office properties, located in key urban centres in the US, such as Manhattan, San Francisco, Boston. Thinks they will be a beneficiary of the recovery in the US, as there will be more demand for office space. Very sound management team. Yield of 1.88%.

Price:
$141.130
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2015-03-18 TOP PICK Carter-s-Inc
CRI-N
Mohsin Bashir

80% of new moms shop at this store. The big push for this company is being able to drive international sales. Right now 90% of their sales are in the US. Management initiated a dividend in 2013, and at the top of every year have been increasing it. The most recent one was a 19% increase. The near term push for this is going to be 80 more new stores in Canada over the next 5 years, and the long-term push is going to be China. They are a supplier to Wal-Mart (WMT-N) and Costco (COST-Q). Yield of 0.96%.

Price:
$91.680
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-18 TOP PICK InterRent-REIT
IIP.UN-T
Michael Missaghie

Apartment REIT. Has a management team that is well aligned with a history of creating value for shareholders. Trading well below its NAV. They recently raised equity at around $6.40, and he thinks that capital is going to be invested into acquisitions, development and re-development. The stock got hit because of a large repositioning effort on a property in Ottawa that needs to flow through in terms of driving free cash flow. Payout ratio is around 70%. Yield of 3.68%.

Price:
$6.100
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2015-03-18 TOP PICK Qualcomm
QCOM-Q
Mohsin Bashir

Part of the reason for controversy has been China’s antitrust investigation. That is now behind them. They also had OEMs in China that were underreporting revenues, which is being resolved. However, there are some other headwinds. Their chipset business no longer has Samsung or Apple (SSPL-Q) in future iterations of the high end smart phones. To him, that is not really a huge issue, as their core business comes from the licensing business. Management has committed 75% of the free cash flow back to the shareholders through dividend increases and a $10 billion share buyback over the next 12 months. Dividend yield of 2.73%.

Price:
$70.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-18 TOP PICK Toronto-Dominion
TD-T
Mohsin Bashir

This would be his top bank given the push that they have in the US. They have had great success in being able to build out there retail franchise. Approximately 22% of their adjusted earnings come from US retail banking. In terms of being able to compete and benefit from a US tilt, this is probably one of the best banks. Trading at a reasonable valuation of 11.3 X forward earnings. Dividend yield of 3.78%.

Price:
$54.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-17 TOP PICK Alamos-Gold-Inc
AGI-T
Ross Healy

A cheap gold company and a stunning balance sheet.  You have to hold golds in your portfolio with what central banks are doing around the world.  It is insane and eventually these things catch up.

Price:
$7.060
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-17 TOP PICK Bank-of-Montreal
BMO-T
Ross Healy

Has set back very nicely to a very favourable level to purchase and has a nice dividend and a big upside potential.  He buys the cheapest bank he can find.

Price:
$76.250
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-17 TOP PICK iShares-Global-Agriculture-ETF
COW-T
John DeGoey

Agriculture. This is something he has been recommending a fair bit for the past while. Agricultural commodities from around the world. He thinks we are at the point where we have 7 billion people and a population that is going up. The amount of mouths that have to be fed is increasing.

Price:
$33.130
Subject:
PERSONAL FINANCE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-03-17 TOP PICK iShares-S-and-P-Global-Water-E.T.F.
CWW-T
John DeGoey

Water. This is the usual pipelines, sewers, desalinization plants, etc. Only about 1% of the world’s water is fresh water, and even some of that is starting to melt. This is going to be a really important play down the road, because there are parts of the world that do not have access to clean water. It is going to become more and more of a geopolitical issue.

Price:
$27.180
Subject:
PERSONAL FINANCE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-03-17 TOP PICK Flextronic-International
FLEX-Q
Ross Healy

He likes the high tech area of the US market.  He doesn’t want to chase biotechs.  Their earnings are going up and fair market values are big so the stocks look attractive.  You might want to hold on while it runs up against a breakout point of $12.50.  If it gets above it then it is gone for a nice move.

Price:
$11.950
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-17 TOP PICK BMO-Global-Infrastructure-ETF
ZGI-T
John DeGoey

Infrastructure. When you look at tangibles and when you look at things that are going to be equity based, in a world where growth slows considerably you have to look for things that will pretty much guarantee to have money no matter what. Infrastructure is crumbling and everywhere you look they are rebuilding. This is a global product.

Price:
$34.350
Subject:
PERSONAL FINANCE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-03-16 TOP PICK ATS-Automation
ATA-T
Andrew Hamlin

There is this pickup in the global trend of manufacturing automation.  Trades slightly cheaper than Rockwell, for example.  As we see global production picking up they will do well here.  Estimates have been reset over the last quarter here and so the company has more attainable growth estimates now.  There is organic as well as margin growth possible here.

Price:
$13.710
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Yes
2015-03-16 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Bruce Campbell (1)

Just made a small US acquisition. Had pulled back into the $46 area which is where he bought. For the 1st time, with a bit more earnings estimates increases, you have a multiple under 20 times. This gives you a growth stock of US consumer and European. There are lots of things more that they can do. Yield of 0.37%.

Price:
$48.130
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-03-16 TOP PICK CitiGroup
C-N
Andrew Hamlin

It is going to get a kick in the pants and get moving here.  This is a multi-year trade for income markets.  We are going to see a tremendous amount of capital fed back to investors here.  He was impressed with how they have tried to fix their problem assets.  They will do well in a rising rate environment.  A decent way to play it.

Price:
$53.690
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Yes
2015-03-16 TOP PICK Discover-Financial-Services-LLC
DFS-N
Andrew Hamlin

The general improving economy theme.  Predominantly a US play, targeting the middle income earner who uses credit.  Credit cards should do very well.  This one actually takes credit risk, which it is now the time to do.  They did well in the stress test. There are share buy backs.  It has been an underperformer against Visa and MasterCard. 

Price:
$59.500
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Yes
2015-03-16 TOP PICK Merck--and--Company
MRK-N
Bruce Campbell (1)

Doesn’t see a home run for this, but he does see $63-$64 in 12 months. This has been flat, and is in a hot group. They have a lot of acquisitions and divestitures and have raised the dividend. Also, doing a huge buyback, which they do every year. Yield of 3.15%.

Price:
$57.120
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-03-16 TOP PICK Nike-Inc
NKE-N
Bruce Campbell (1)

Will be reporting on Thursday. In the last quarter, they reported 15% growth, a lot of it from China in shoes. They have a whole bunch of avenues. They are in every sport. The soft sport for them is golf. The US$ is a headwind for them as it is for a lot of US multinationals, so you have to watch that. Yield of 1.16%.

Price:
$96.440
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-03-13 TOP PICK AGT-Food--and--Ingredients
AGT-T
Gavin Graham

Lentils. 10% of the world’s food intake is pulses, which is lentils, peas, etc. Was a hot growth stock after it went public in the late 2000’s. Rained a lot in 2010 which wiped out the lentil crop in Saskatchewan. It has come back and they do $1 billion in sales. The largest global exporter of lentils with operations in Turkey and Australia. Started to get into food ingredients, so have gone into a joint venture. Yield of 2.31%.

Price:
$26.400
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2015-03-13 TOP PICK Dorel-Industries
DII.B-T
Gavin Graham

40% of revenue is from bikes, but also has baby strollers. They bought a Hong Kong based manufacturer of car seats, which makes them #3 in China, which should be a very interesting growth part. Trading at 15X earnings with a yield of about 4.07%.

Price:
$37.200
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2015-03-13 TOP PICK Novartis-AG
NVS-N
Gavin Graham

A Swiss healthcare company. One of the top 6 drug companies globally. Has major strength in cancer and multiple sclerosis. Able to do mid to high single digit revenue growth in underlying Swiss franc terms, which gives you low double-digit earnings growth. Did a big reorganization of its portfolio last year. Yield of 2.92%.

Price:
$97.040
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2015-03-12 TOP PICK Amgen-Inc.
AMGN-Q
Paul Harris, CFA

Great company with a dividend yield of 2.07%. Trading at about 14 or 15 times earnings. Have real great products in the kidney area and cancer research. Also, have some great products coming through the pipeline. Feels they are committed to keeping cost structure down, increasing operating margins, increasing dividends and doing share buybacks. Also, have a good cholesterol drug that is coming out now.

Price:
$154.250
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2015-03-12 TOP PICK Bombardier-Inc--B-
BBD.B-T
Christine Poole

Has not owned in 10 years and it got to the point that sentiment was just so low.  They came out with a new issue that was oversubscribed.  The equity along with the debt offering was more than enough to fund the `C` series.  The new CEO knows aerospace very well.  He comes from a corporate culture strong in margin improvement and cost reduction.  The plane is going to the Paris air show in June.   She puts it in her growth accounts.

Price:
$2.450
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-03-12 TOP PICK Chartwell-Seniors-Housing
CSH.UN-T
Christine Poole

A demographic play.  Occupancy was 93% pre-recession.  This is improving.  They increased distribution 2% recently.  They said they wouldn`t increase the distribution until they felt an increase each year was sustainable.

Price:
$12.070
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-03-12 TOP PICK Element-Financial
EFN-T
Paul Harris, CFA

A Canadian leasing company including rail, commercial, fleet and aviation. They certainly understand the business. Acquired a company from the US, which is going to give them good US growth. Years ago there were a number of players that had to leave the leasing business, so there is a great opportunity for this company to grow nicely. Trading at about 14-15 times next year’s earnings.

Price:
$15.990
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2015-03-12 TOP PICK Johnson--and--Johnson
JNJ-N
Christine Poole

GARP investors can own this.  Plays into the demographics we see globally.  It has lagged because of FX.  20 new products in the pipeline.

Price:
$99.830
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-03-12 TOP PICK Phoenix-Energy-Services
PHX-T
Paul Harris, CFA

An oil/gas servicing company. A drilling company with a technology bent. They have technology that goes into a drill bit which allows them to send data back, giving live data constantly. They cut their dividend and brought down their debt. Dividend yield of 12%.

Price:
$7.020
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2015-03-11 TOP PICK CASH
CASH
Keith Richards

He is holding about 16% in cash and is looking at this as an opportunity potentially, although he hasn’t moved on it yet, in energy. Oil generally makes 2 kinds of bottoms, 2 tests of a low. If he sees oil hit around the $45 area and successfully test that point, he may actually start legging in, and he needs the cash to do that.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2015-03-11 TOP PICK Callidus-Capital-Corp
CBL-T
Bruce Campbell (2)

Became public last April and did phenomenally well. Management has a great track record of managing private equity money. They weren’t great at guiding the street and telling them about their business. Over the last couple of months, the market has been fairly nervous about the economy and what that meant for catalysts. Management stated that they are investing in stressed companies, but it is all backed by assets and secured by real estate or inventory. Trading at a super cheap multiple at around 8X next year’s earnings.

Price:
$17.650
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Yes
2015-03-11 TOP PICK Patient-Home-Monitoring
PHM-X
Bruce Campbell (2)

This is a rollup strategy. Acquiring monitoring centres through the US. Have been very, very good at making acquisitions. Not only are they seeing acquisition growth, but also organic growth as well. There is cross-selling between their different businesses. Now starting to sell bigger and bigger deals. Just announced a deal in Colorado, which is their largest to date. They have 12 companies they are talking to now, where there are letters of intent, and have about $140 million in revenue. They are guiding for an exit rate revenue of $100 million by the end of this year. Still trading at a reasonable valuation.

Price:
$1.170
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Yes
2015-03-11 TOP PICK Sprylogics-International
SPY-X
Bruce Campbell (2)

Breaking Sports is the latest app for this company. It basically combs social media and looks for information on a player, team or sport that you want to track, and sends it to you in real time. Superfast and it is all done using their semantic search technology. A possible acquisition target.

Price:
$0.570
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Yes
2015-03-11 TOP PICK SPDR-Cons-Discretionary-ETF
XLY-N
Keith Richards

(A Top Pick Jan 30/15. Up 6.09%.) A great sector for seasonal reasons. This had been in a trend and he bought on a dip. A good trade until about April or May, and then you sell it.

Price:
$74.250
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2015-03-11 TOP PICK BMO-India-Equity-Hedged-to-CAD-ETF
ZID-T
Keith Richards

Chart shows a strong upward trend from late 2013. Recently pulled back a little and is an opportunity within the trend that people ought to look at. India has been very accommodative of business.

Price:
$20.270
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2015-03-10 TOP PICK Biogen-IDEC-Inc.
BIIB-Q
David Burrows

You have an aging population in the US that is relatively insensitive to price. Last year pharmaceutical prices rose 13%. This company has the dominant market share position in neurological drugs for things such as multiple sclerosis and Alzheimer’s. They have some very important trials in March on Alzheimer’s, which are potentially blockbuster findings. They may either slow down the onset or, more importantly, actually show some reversing. As the Affordable Care act comes in, there are more people that have money to spend on healthcare. In the next couple of years there are lots of additional trials that will come.

Price:
$414.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-03-10 TOP PICK CASH
CASH
John O'Connell, CFA

29% of his portfolio is in cash. Cash has never hurt his returns. He is an investor in companies and if he can’t find something to invest in, that he thinks is a prudent opportunity of making a fair return in the long haul, he is not afraid to have cash. When you have cash to position, it really turns you into seeing threats and problems as opportunities, not as a danger to your portfolio.

Price:
$0.010
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-10 TOP PICK Walt-Disney
DIS-N
John O'Connell, CFA

Just raised pricing in their theme parks and have been investing big money in their theme parks in China. They have the Star Wars episode coming out this year, which will give them money for years and years and years. The cruise ships and the travel opportunities are big and are one of the biggest hotel operators in the world. Also, a big chunk of its revenues are domestic, so is not being hurt as much as other companies from a strong US$ perspective.

Price:
$103.090
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-10 TOP PICK Google
GOOGL-Q
John O'Connell, CFA

(A Top Pick April 14/14. Up 2.84%.) Their profits have grown and the company is cheaper than it was a year ago. They’ve advanced some other technologies that much more. They still have the dominant operating system in Android. Innovative company and a strong, strong balance sheet. Very reasonable valuation metrics at 16X forward earnings, which is a big discount to the market.

Price:
$559.850
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-10 TOP PICK NXP-Semiconductors
NXPI-Q
David Burrows

One of his big themes is the “Internet of things”. Estimates are that over the next 5 years, individuals will have as many as 9 mobile devices. A lot will be connected to needed security. This company’s main business is “near field communication” chips, like the chip that is on your visa card or in the Apple iPhone that allows you to use Apple Pay. They recently bought Freescale Semiconductor, the leader in selling chips into the automotive sector. The automotive industry over the next 5 years will average about 10% growth in the use of semiconductors per vehicle. This company could earn as much as a 10% free cash flow yield by 2017. Stock looks expensive at 17X earnings, but the reality is there are a lot of synergies coming out of this deal.

Price:
$97.550
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-03-10 TOP PICK Starbucks
SBUX-Q
David Burrows

Feels the consumer is getting stronger and will spend money on things that make them feel good. This company has a very unique customer base and one that they are growing nicely. Same-store sales were up 5% in the US recently. Traffic growth was 2% giving 17% in traffic. Operating margins were up 12%. A great company to begin with, but they are adding new revenues per store by adding more food. Demand side is strong, new product offerings are strong and the cost of coffee is down 35% last year and is probably heading lower.

Price:
$92.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-03-09 TOP PICK BofI-Holding
BOFI-Q
Teal Linde

(Top Pick Feb 6/14, Up 13.23%) They offer a higher savings rate and lower mortgage rates.  They are growing 30-40% and it is starting to show in the share price. It is banking on the Internet.  It was the laggard of his Past Picks so he expects it to do that well in the next year.  There is a transition from brick and mortar banks to on-line rates where they get better savings and mortgage rates.

Price:
$88.230
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-03-09 TOP PICK Catamaran-Corp
CCT-T
John Zechner

In this environment, he is looking for things that he thinks are not expensive and that have some growth potential. He likes the area they are in. This is basically moving healthcare and the distribution of pharmaceuticals more onto an online system like the Obama care. They throw off cash and use their cash to make acquisitions to fill in their product line. Trading at about 18-19 times forward earnings.

Price:
$60.880
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Yes
2015-03-09 TOP PICK Canadian-Utilities
CU-T
Teal Linde

We are in the later third of the bull market and there is a concern of a correction.  They have increased the dividend for 44 years in a row.  They have projects to keep their growth going.  They have the lowest valuation of all the other pipelines, etc. 

Price:
$40.570
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-03-09 TOP PICK Detour-Gold
DGC-T
John Zechner

Everybody is devaluing in the International currencies. At some point, he believes that you need some gold in your portfolio to protect you. This one has a decent mine production and levered to the upside of the gold price. He doesn’t want geopolitical risks. The risk is that you have a higher breakeven on it.

Price:
$9.510
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Yes
2015-03-09 TOP PICK Home-Capital-Group
HCG-T
Teal Linde

Biggest non-bank lender in Canada.  Customers don’t have 3 years of stable income which the banks like to see.  It is selling off because of energy concerns.  But it picks and chooses its regions and they have less than 4% exposure to Alberta, Saskatchewan and Newfoundland.  The sell off is a buying opportunity.

Price:
$42.850
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-03-09 TOP PICK TorstarCorp--B-
TS.B-T
John Zechner

(A Top Pick March 17/04. Up 26.51%.) This is a value Call. It has a market capitalization of around $550 million with $300 million in cash, so you are only paying $250 million for the core operations of the business, which probably has $150 million in cash flow right now. On that valuation it is ridiculously cheap, Dividend of 8%.

Price:
$6.510
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Yes
2015-03-06 TOP PICK Fairfax-India-Holdings-Corp
FIH.U-T
Jaime Carrasco

Fairfax has had an amazing track record in Canada. This gives really good management. For India, he likes their prime minister Modi and the central bank manager. Also, feels there is a lot of good growth. Over time he thinks this will be a really good holding.

Price:
$10.400
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-03-06 TOP PICK Healthcare-Leaders-Income-Fund
HHL.UN-T
Jaime Carrasco

This company has been coming out with some really interesting products. This gives him a dividend yield of about 8%, because they are writing Covered Calls on a foreign portfolio and it is hedged to currency. This is the top 20 healthcare global companies.

Price:
$10.130
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-03-06 TOP PICK Osisko-Gold-Royalties-Ltd.
OR-T
Jaime Carrasco

He likes the streamers (royalty companies) because he thinks they are going to be a much safer play than the actual producers. A good way to diversify within the sector.

Price:
$17.000
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-03-05 TOP PICK CVS-Health
CVS-N
Hap (Robert) Sneddon FCSI

This sort of straddles the world between his 2 favourite areas, consumer staples and healthcare. Trading at 20X estimated earnings at nearly an all-time high. The chart looks like it is going higher. If you are uncomfortable, step into it with perhaps a third or half position.

Price:
$103.360
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-03-05 TOP PICK iShares-Xinhua-China-25-ETF
FXI-N
Hap (Robert) Sneddon FCSI

The Chinese market is up 58% this year, but down 45% from its peak in 2007. They have some really favourable tailwinds right now having a really accommodative central bank and the growing middle class.

Price:
$41.700
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-03-05 TOP PICK Johnson--and--Johnson
JNJ-N
Brian Acker, CA

We had a nice pullback since December.  It has been rumoured they are going to make a major acquisition in the cancer or biotech space.  It has a 20% upside with a model price of $21.72, and a 3% dividend.

Price:
$102.520
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-03-05 TOP PICK McDonalds
MCD-N
Brian Acker, CA

This one has had some struggles.  A new CEO coming is in.  It has a 3.4% dividend.  It is the largest real estate holder in the world, which few people realize.

Price:
$99.110
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-03-05 TOP PICK Oracle
ORCL-N
Brian Acker, CA

It is growing nicely at EBV +5, and will be $53 this time next year.  His model is $64, or a 46% upside.  He can sleep can night with this one.

Price:
$43.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-03-05 TOP PICK George-Weston-Ltd.
WN-T
Hap (Robert) Sneddon FCSI

(A Top Pick April 7/14. Up 29.88%.) A really good business. With all the good brands under one roof such as Shoppers, Loblaw’s, Weston’s, it is really a good investment to hold. Has a good war chest. Really good management. He has a target of close to $130 on it.

Price:
$104.220
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-03-04 TOP PICK BHP-Billiton-Ltd.
BHP-N
Bill Harris, CFA

This gives a 5% yield and the stock can go up a couple of dollars a year, giving an 8%-10% rate of return. They also have copper and oil businesses which he thinks can incrementally improve.

Price:
$51.620
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2015-03-04 TOP PICK Boralex-Inc.
BLX-T
Bill Harris, CFA

Essentially wind electricity in France and Québec. Has great long-term contracts and is incrementally adding to its business. Yield of about 4%.

Price:
$13.200
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2015-03-04 TOP PICK Dalradian-Resources
DNA-T
Brent Cook

Gold deposit in Northern Ireland.  It is veins.  They are not wide, but are solid.  They have a significant resource outlined right now. 

Price:
$1.115
Subject:
JUNIOR MINING & COMMODITIES
Bias:
SELECTIVE
Owned:
Yes
2015-03-04 TOP PICK Mariana-Resources-Ltd.
MARL-LN
Brent Cook

$20 Million market cap.   A month ago they released a drill hole in Turkey.  A few weeks later they released a drill hole 100 meters to the north.  This looks like it might be a significant discovery.  The structure runs for 7 km.  They just raised money and are going to invest it in low probability/high risk projects.  This is the bad news. 

Price:
$0.000
Subject:
JUNIOR MINING & COMMODITIES
Bias:
SELECTIVE
Owned:
Yes
2015-03-04 TOP PICK Mirasol-Resources
MRZ-X
Brent Cook

(Top Pick Mar 4/14, Down 38.51%) They are capable of finding the deposits that we need to find into the future.  They are sitting on about $25 Million in cash.  In a current project surface samples look really good and they have a significant chance of making a major discovery.

Price:
$0.990
Subject:
JUNIOR MINING & COMMODITIES
Bias:
SELECTIVE
Owned:
Yes
2015-03-04 TOP PICK Phoenix-Energy-Services
PHX-T
Bill Harris, CFA

A high quality company that has been beaten up but has low fixed costs and high variable costs, so they can get through this and come out the other side. Directional driller. The problem is with the oil price and efficiencies in drilling on shale, he might like the oil price to come back to $80, but what if it is $65-$70. The one thing he can figure on is that wells are going to get drilled, so you will need drilling at some point.

Price:
$7.060
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2015-03-03 TOP PICK Boardwalk-REIT
BEI.UN-T
Derek Warren

The 10 year average return on this was 17% annualized. Because of its exposure to the oil markets, it has come off and rightly so. However, this is one to watch. As oil weakness reaches a peak, there is an opportunity to buy into the real estate at a discount valuation. Try to get it at around $55-$58 or under $60. Yield of 3.48%.

Price:
$58.700
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2015-03-03 TOP PICK Cardinal-Energy-Ltd
CJ-T
Dennis Da Silva

One of those premier, smaller dividend payers producing around 11,000-12,000 BOE’s a day of medium gravity oil. Very cost-efficient and very efficient in general with their capital. Good margins. About 35% hedged, so they can withstand this downturn into 2016. A good defensive name to own. A little bit pricier compared to its peer group, but that is because of its low cost of capital, high-quality of assets and the ability to generate good margins. Dividend yield of about 6%.

Price:
$14.620
Subject:
CANADIAN RESOURCE
Bias:
OPTIMISTIC on ENERGY
Owned:
Yes
2015-03-03 TOP PICK Calloway-REIT
CWT.UN-T
Derek Warren

Very stable retail name. Wal-Mart (WMT-N) is their largest tenant which continues to expand giving them some expansion growth. This REIT was trading at significant discount to its peers. 99% occupied. Have some very significant developments happening in Vaughn, Ont. which offers some very interesting opportunities. It has pulled back so it is a nice opportunity to get into it. Dividend yield of 5.27%.

Price:
$30.400
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2015-03-03 TOP PICK Kelt-Exploration
KEL-T
Dennis Da Silva

Purchased their 50% partner Artek Exploration. Originally targeting a Doig play in Northeast BC, but the last couple of wells were Montney, and really liked what they had done with the wells and some of the economics. Feel they can improve this further and make it one of their better plays. One of his favourite names. Good management team. They are making sure the balance sheet is clean in order to make more M&A activity.

Price:
$8.220
Subject:
CANADIAN RESOURCE
Bias:
OPTIMISTIC on ENERGY
Owned:
Yes
2015-03-03 TOP PICK Lake-Shore-Gold
LSG-T
Dennis Da Silva

He would rather own a shorter mine life company that actually makes plenty of free cash flow in today’s gold environment, rather than looking at gold companies with a 10-12 year mine life, but struggling to make money. This has a 5-year mine life. Have kick started their exploration program in the Timmins area, to try and replenish what they are producing, and ideally add 2-4 years to their mine life. Right now their cash “all in” costs are just under $1000 an ounce, and they should be able to generate $50-$60 million of cash flow.

Price:
$1.120
Subject:
CANADIAN RESOURCE
Bias:
OPTIMISTIC on ENERGY
Owned:
Yes
2015-03-03 TOP PICK Pure-Multi-Family-REIT-LP
RUF.U-X
Derek Warren

(A Top Pick April 29/14. Up it .72%.) US$ holdings, so is actually up 22% because as a Canadian investor he receives the benefit of the currency exchange. These are Dallas (not Houston) Texas apartments. He has a target of $5.50. Yield of 7.83%.

Price:
$4.790
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2015-03-02 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Veronika Hirsch

Expects they will continue making acquisitions, but is not sure there are that many deals left in the US. They just entered Europe 2 years ago, and there is not much competition there. An exceptionally attractive stock right now because of lower oil prices, and a lot of oil companies might want to monetize their retail outlets. Yield of 0.37%.

Price:
$48.140
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-02 TOP PICK CCL-Industries--B-
CCL.B-T
Veronika Hirsch

A lot of their business is outside of Canada, so they benefit from the weaker Cdn$. Have been making acquisitions, mostly in labels, and expects this will continue. They have packaging as well. Yield of 1.1%.

Price:
$136.750
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-02 TOP PICK Phoscan-Chemical-Corp.
FOS-T
Rick Rule

Selling for 60 cents on the dollar.  This will probably be the year when the deals come to the cash and this one should prosper.  This much cash will attract a deal.

Price:
$0.320
Subject:
PRECIOUS METALS
Bias:
BULLISH on PRECIOUS METALS
Owned:
Yes
2015-03-02 TOP PICK Ivanhoe-Mines
IVN-T
Rick Rule

(Top Pick Mar 3/14, Down 48.33%) He adds most aggressively to the position now.  The best promoter he has ever met.  Wonderful projects like this almost finance themselves.  The market right now is looking for an excuse to sell things.  He is a buyer.  It is more speculative.  This is three of the best assets he has seen in his career.  Thinks this company will be re-priced by the market.

Price:
$0.880
Subject:
PRECIOUS METALS
Bias:
BULLISH on PRECIOUS METALS
Owned:
Yes
2015-03-02 TOP PICK Kobex-Capital-Corp
KXM-X
Rick Rule

Management is a very, very good investor.  Their pool of $30 million in cash should attract a very good deal.  It is trading at a discount to its cash.

Price:
$0.530
Subject:
PRECIOUS METALS
Bias:
BULLISH on PRECIOUS METALS
Owned:
Yes
2015-03-02 TOP PICK Ross-STores-Inc.
ROST-Q
Veronika Hirsch

They retail clothing as well as house wares at exceptionally low prices. Lower energy prices helps the lower end consumer. Yield of 0.89%.

Price:
$105.990
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-27 TOP PICK CAE-Inc
CAE-T
Kash Pashootan

A leader in the simulation, training product space. Their business is 60% civil, 30% defence with 10% in health care. With the growth in the number of active new fleets, he is seeing new pilots required along with new pilot certification, not to mention re-occurring pilot certification. Right now there are about 28 commercial plane assemblies per week, and for every one of those planes, you need 10 to 12 pilots. There is a lot of growth in the space which is translating into contracts. Dividend yield of 1.86%.

Price:
$15.090
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-02-27 TOP PICK Cisco
CSCO-Q
Kash Pashootan

He likes the dividend and he likes the name. Have positioned themselves to be very relevant for what is coming up for the next 5-10 years. Have been active in the wireless space, so with everybody doing so much on their smart phones, mobile data traffic has really picked up. Also, cyber security threats will increase demand for this company’s networking products. Just reported and they had a great quarter. Yield of 2.83%.

Price:
$29.510
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-02-27 TOP PICK Loblaw-Companies-Ltd
L-T
Stan Wong

Just reported good earnings and also at a record high. This is your classic consumer staples name. Very steady and predictable growth along with a modest but growing dividend. They will probably grow their dividend at a 5% clip per year over the next several years. A lot of their capital expenditures are behind them, so you will see that in the earnings and you will see the benefits of those renovations going forward. The acquisition of Shoppers Drug Mart will certainly provide this grocery giant exposure to higher-margin profile. Trading pretty nicely at 18X forward earnings with a 15% growth rate. Dividend yield of 1.54%.

Price:
$63.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-27 TOP PICK ProAssurance-Corp
PRA-N
Kash Pashootan

This is in the medical liability space. With Obama care, we are seeing more and more Americans being able to access healthcare. As a result, there is a need to hire more doctors, nurses and healthcare workers, which need to be insured. This company stands to benefit from that as we continue to unfold the early days of Obama care. Have done a few acquisitions over the last few years, which is part of why their stock price has been flat. Those acquisitions now are starting to play out which significantly expanded their geographic footprints. Also, gross premiums written have started to increase significantly. Dividend yield of 2.75%.

Price:
$44.990
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-02-27 TOP PICK Royal-Caribbean-Cruises
RCL-N
Stan Wong

Second largest cruise ship company. Well positioned to benefit from the recovering global economy, lower fuel costs and positive long-term demographic trends. There are some modest industry capacity increases that are happening as not a lot of ships are being built. They are also making headway into Asia by trying to take advantage of the growth there. Trading pretty decently at 16X forward earnings and a 20% growth rate. Attractively valued. Dividend yield of 1.57%.

Price:
$76.420
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-27 TOP PICK iUnits-S-and-P-TSX-Capped-Energy-ETF
XEG-T
Stan Wong

His exposure to energy has been pretty light. He likes individual names, but for diversification purposes, he likes this ETF. Supply conditions are expected to continue to tighten. They have already fallen quite a bit since November. We are not quite there in terms of stabilization. US oil rig count has fallen to levels not seen since June 2011, and that will continue to happen and will continue to constrain supply. If world demand continues to be relatively steady, prices should stabilize and shares will rebound quite nicely.

Price:
$14.140
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-26 TOP PICK Cisco
CSCO-Q
Jennifer Radman

It is just starting to get going.  When you consider the net cash flow there is a lot of value in the stock.  The company has been very up front about how they are dealing with competitive threats. 

Price:
$29.910
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-02-26 TOP PICK Cognizant-Technology-Solutions-Corp.
CTSH-Q
Jennifer Radman

They help companies be better through technology.  It used to be cost cutting and outsourcing and now it is moving more to how to use technology to differentiate the product.  They are focused on healthcare and financial services.  There is quite a bit of run room in this one.  There was a temporary profit warning and she bought into that.

Price:
$62.790
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-02-26 TOP PICK Cenovus-Energy
CVE-T
Douglas Kee

(A Top Pick May 7/14. Down 29.42%.) Long-term assets and low cost producer of SAGD in Christina Lake and Foster Creek. Have other assets they have delayed putting money into, but will do so longer-term. Balance sheet is in pretty good shape. Just did a $1.5 billion issue. Instituted a DRIP program at a 3% discount. Also, have royalty properties that they could sell. Management has stated that protecting the dividend is very important to them. Yield of 4.89%.

Price:
$21.760
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-02-26 TOP PICK W.-W.-Grainger-Inc
GWW-N
Jennifer Radman

Digitized their large catalogues of manufacturing parts.  They focus on working capital.  It is a very large scale business.  There is some energy overhang so the share price has not done anything in two years. 

Price:
$240.380
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-02-26 TOP PICK Pembina-Pipeline-Corp
PPL-T
Douglas Kee

Believes this is on sale at these levels. There was some concern about the company because of cost of service. Good CapX program with $1.5 billion this year coming on stream. Another $6 billion in the next 3 years. Their cost of service business is about 70% of their cash flow, and with these projects and re-contracting this gets up to about 80% 3 years out. Yield of 4.47%.

Price:
$38.890
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-02-26 TOP PICK Royal-Bank
RY-T
Douglas Kee

Just reported and their strength was on the domestic retail side, a little stronger than what people thought it would be. Margins are actually up a snick, where it was thought they would be down. Capital market was a lot stronger than people were expecting. Good yield of 3.95% which is likely to be increased 3%-4% later in the year.

Price:
$78.070
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 120 of 20,742 entries
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