stockchase picture

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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-07-03 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Bruce Campbell (2)

This is really a cash flow machine. Have been growing cash flow and earnings at a phenomenal rate for the last 5 years. Earnings have grown at almost 30% compounded per year. They just keep building up cash and then going out and make an acquisition. Have really freed up their balance sheet in the last little while. After they made a pantry acquisition they have been paying down some of their debt, and he wouldn’t be surprised if they made another acquisition fairly soon. Every time they make an acquisition, the market always doubts what they have done, but turns out better than what has been expected. Dividend yield of 0.33%.

Price:
$53.800
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-03 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Mike S. Newton, CIM FCSI

Second largest convenience store operator. They continue to just keep delivering solid results. They digested the Pantry acquisition in the US and we’ll see how that is going on when they report on July 14. Dividend yield of 0.33%.

Price:
$53.800
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-03 TOP PICK Carmanah-Technologies
CMH-T
Bruce Campbell (2)

They provide different solar products in a number of different areas. A couple of years ago they had a business that wasn’t really doing so well operationally and they brought in a new management team, which had almost an immediate effect on turning the business around. Not only have they turned the business around, but they are making acquisitions. He thinks the wind is at their back for their products. Solar products have come down a lot in costs to the point where a lot of them are really comparable to what people would do in other situations. A good example would be a parking lot where you would normally string up lights that would be attached to the grid, but now they can make a solar parking lot and everything is off grid. Management owns about 45% of the stock.

Price:
$7.040
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-03 TOP PICK DIRTT-Environmental-Solutions
DRT-T
Bruce Campbell (2)

A technology driven manufacturing technology company that makes customized interiors. This is just at the very beginning of the company taking off. They are building interiors and are in new areas. The 2 new areas are healthcare and the residential market. This is a company where you will see lots of room for them to grow over the next few years. Stock price has pulled back a fair bit, so it really presents a nice opportunity for investors. The numbers tend to be fairly lumpy, so they will have a great quarter followed by a quarter that is not so strong. Expects you will see their 2nd quarter come out. It won’t be as strong as the 1st, but the 3rd and 4th will be fairly strong.

Price:
$6.860
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-03 TOP PICK iShares-US-Healthcare-E.T.F.
IYH-N
Mike S. Newton, CIM FCSI

A sleeping giant that he has had in his portfolio for a long time. He recommends that you read Byron Wien’s piece about innovation, biotech, healthcare. This ETF has great holdings. 40% exposure to pharmaceuticals, 25% exposure to the biotech sector, a well-rounded portfolio of names. In the past, these names have been thought of as a defensive kind of positioning, but feels they have slowly moved into the growthy areas of the markets, with huge innovations in medical and biotech. In a rising rate environment, if you are looking for something that is defensive but participates with a bit of growth, this might be a really attractive place to hide out.

Price:
$159.490
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-03 TOP PICK Constellation-Brands-Inc
STZ-N
Mike S. Newton, CIM FCSI

Reported earnings on July 1 which were phenomenal. They continue to reap the benefits of their acquisition of Crown Import. A great global name. They are still making a lot of money in the beer sales, which is their real growth. Dividend yield of 1.06%.

Price:
$117.090
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-02 TOP PICK Walt-Disney
DIS-N
Andy Nasr

The valuation is very well supported by the earnings growth, which should go up by about 40% during the next 3 years. You are also going to get some very healthy dividend growth. Dividend yield of 1.15%.

Price:
$114.970
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-02 TOP PICK EnerCare-Inc
ECI-T
Andy Nasr

The recent pullback is a great buying opportunity. Good management. Did a large acquisition recently and are going to benefit from the synergies of that. You should also see growth in the underlying business as attrition windows down. Dividend yield of 6.25%.

Price:
$13.440
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-02 TOP PICK Equitable-Group
EQB-T
David Baskin

Mortgage lending to those without a T4 slip like contractors and the self-employed.  It is a prudent lender.  Loan losses are minimal as they have great credit judgment.  8 times earnings and pretty good growth rate.  The dividend is half of the banks, however.

Price:
$62.500
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-07-02 TOP PICK Precision-Castparts-Corp.
PCP-N
David Baskin

They make primarily parts for airplanes.  Boeing recently ran down their inventory.  The stock is down 16% year to date.  16 times earnings.  This is a real premier industrial company and is a bargain.  Low yield, but he thinks there is potential for an increase as well as stock buy backs.  Sees it in the $250 range when oil recovers.

Price:
$199.050
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-07-02 TOP PICK TransForce-Inc.
TFI-T
David Baskin

Mostly East West business, but some North South.  It was sold off because of Alberta and a lack of pickup in manufacturing in Ontario.  They acquired a number of companies and have become the premier trucking company in Canada.  It is cheap, down about 14% and you can buy it while it is down.

Price:
$25.680
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-07-02 TOP PICK Vornado-Realty-Trust
VNO-N
Andy Nasr

Very high quality office portfolio. They have properties in California and New York, which is an undersupplied market. You are going to see the combination of rent growth and occupancy growth really contributing to the dividend increasing over time. They have a very strong balance sheet. Dividend yield of 2.62%.

Price:
$96.270
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-30 TOP PICK CRH-Medical-Corp.
CRH-T
Jason Donville

This is the medical stock that he is the most comfortable with as being a long-term compounder. They do colonoscopy clinics for early detection of cancer. Based in Vancouver. Good management team. Only trading at about 10 or 11 times 2016 earnings. 35% ROE.

Price:
$4.740
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2015-06-30 TOP PICK Constellation-Software-Inc.
CSU-T
Jason Donville

(A Top Pick June 19/14. Up 100.22%.) Currently this is correcting with the rest of the market. A fabulous business model and an extremely competent/astute management team. It has had a big correction, so you are getting in at about $500. They are raising debt right now, presumably to make some acquisitions. They are really smart allocators.

Price:
$495.860
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2015-06-30 TOP PICK Hudson-Bay-Co.
HBC-T
Michael Smedley

This is flying high on its retail sales. Richard Baker is an extremely clever property/retail store man in the US. Has remade this company as a flagship of a new kind, which has just bought into Germany in competition with an Austriatn buyer. Dividend yield of 0.72%.

Price:
$27.750
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-06-30 TOP PICK Premium-Brands-Holdings-Corp
PBH-T
Michael Smedley

He calls them the sandwich kings of Richmond BC. It is a big company now. Revenues are something like $1,250,000,000. They supply to the trade. Have a bit of a health kick to them. This is partly riding on the rising minimum wage situation in the US, causing a lot of outlets to reduce staff. Dividend yield of 4.3%.

Price:
$32.100
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-06-30 TOP PICK Stella-Jones-Inc.
SJ-T
Michael Smedley

This is into railway ties and utility poles, and has years and years ahead in those areas. Dividend yield of 0.77%.

Price:
$41.520
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-06-30 TOP PICK Tucows-Inc
TCX-Q
Jason Donville

Essentially the GoDaddy.com of Canada. Have been around since the early 90s back in the days when you had an Internet service provider, and the ISPs have all gone with this company. Another high compounding stock. ROE is about 29%. Trades both in Canada and US. It is liquid in the US, but not very liquid in Canada, so try to buy the stock in the US. Has a huge amount of excess cash flow, so they are continuously buying back their stock.

Price:
$27.850
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2015-06-29 TOP PICK Cargojet-Inc
CJT-T
Michael Simpson, CFA

The number one air cargo provider in Canada.  They do a great job of moving packages and goods every night.  Large contracts with Canada Post and UPS.  Their business is more contractual rather than spot and when investors recognize this they will do well.

Price:
$26.600
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-06-29 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Richard Croft

Covered Call. This company is a choppier oil company in the energy sector and has very high premiums. The stock was $34 today. You write the $34 Call and you pick up over $3 for January. A seven-month return is about 8.86%, not counting dividends. If it rises, you are not going to get the upside, but you are going to get the 8.86% over 7 months. If it declines, you have production all the way down to $31 a share, and he would simply write another Call in January.

Price:
$33.760
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
No
2015-06-29 TOP PICK Discovery-Communications-Inc
DISCB-Q
Michael Simpson, CFA

European broad pass for all forms of Olympic coverage.  3 billion subscribers in 20 countries.  No dividend, but they could pay one.  It could even get acquired.  Investors are concerned about US advertising.  They have upcoming negotiations with Comcast.  He thinks they will secure rights for many forms of distribution.

Price:
$33.960
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-06-29 TOP PICK Magna-Int-l.--A-
MG-T
Michael Simpson, CFA

Good exposure in Europe.  10 times earnings and 6 times cash flow.  22%, 5 year dividend growth rate.  Well managed company and more room for them to add content to car manufacturers.  Thinks we are in the 5th inning of the auto cycle.

Price:
$68.930
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-06-29 TOP PICK SPDR-Health-Care-E.T.F.
XLV-N
Richard Croft

The healthcare sector should probably be one of your core sectors holdings and you can hold this for the long-term. It is a play on major US healthcare providers. There is going to be continued consolidation in the sector, because margins will be squeezed.

Price:
$74.150
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
No
2015-06-29 TOP PICK BMO-Equal-Weight-US-Banks-ETF
ZBK-T
Richard Croft

Not hedged, but you could use BMO Equal Weight US Banks Hedged to CAD (ZUB-T). This is your choice. The thesis is that as interest rates start humping up, you want to be in the banking sector as their margins will improve. As margins improve, credit quality gets better. Thinks the economy is stronger than a lot of people think, and that the banks are going to lead that.

Price:
$18.680
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
No
2015-06-26 TOP PICK Enbridge-Income-Fund-Holdings
ENF-T
David Cockfield

He has been selling ENB-T and buying this.  They are predicting a 10% increase in the dividend in September and possibly another in December.  He bought it for the yield.  It’s not going to be exciting, but it will be a safe, stable investment.

Price:
$35.110
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-06-26 TOP PICK iShares-N.A.-Technology-ETF
IGM-N
David Cockfield

You get US exposure and are able to participate in the Technology area.  It is relatively safe and you get a kicker out of the US dollar which he thinks will be strong for the next 6 to 9 months.

Price:
$105.720
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-06-26 TOP PICK Mirasol-Resources
MRZ-X
Brent Cook

(A Top Pick March 4/14. Down 45.96%.) Very cheap. Have a market cap of $38 million and $21 million in cash. Have a very strong joint venture with Yamana Gold (YRI-T) on a project in Chile. Management is one of the best explorationists out there.

Price:
$0.900
Subject:
JUNIOR EXPLORATION
Bias:
BEARISH
Owned:
Yes
2015-06-26 TOP PICK Pilot-Gold
PLG-T
Brent Cook

Likes management. Note that there is nothing immediately happening. It’s not something to chase, but just accumulate over the summer. Turkey is not bad at all, it is a democratic system. Their mining code is working. He thinks they have permitted 10 mines in 10 years. This company is technically very, very competent. Sitting on $15 million. They have one discovery that they made, which they have 40% of. The TV Tower project is multiple centres of mineralization, copper, copper/gold, silver. They are just now getting the opportunity of drilling it like they should, so he likes the potential there.

Price:
$0.620
Subject:
JUNIOR EXPLORATION
Bias:
BEARISH
Owned:
Yes
2015-06-26 TOP PICK Reservoir-Minerals
RMC-X
Brent Cook

A great group. Have about $30 million in cash, that will last them 5 years at the rate they spend it. Have a joint venture with Freeport and made a discovery of a high grade, high sulfidation copper/gold system, and basically have 65 million tons of 2.1% copper and 1.2 g of gold. Very rich and very economic. Freeport is looking for that plus the portion that comes down below it, which should be. They’ve done a lot of to deep drilling and there are 4 rigs on site right now.

Price:
$4.360
Subject:
JUNIOR EXPLORATION
Bias:
BEARISH
Owned:
Yes
2015-06-26 TOP PICK BMO-Low-Volatility-Cdn-Eqty-ETF
ZLB-T
David Cockfield

If you don’t know what the market is going to do this has the upside, but gives you some protection.  It is an anchor in your portfolio.  Approximately a 2% yield.  Over three years it outperformed the TSX because of a lack of energy exposure.

Price:
$26.850
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-06-25 TOP PICK Apple
AAPL-Q
Stan Wong

The valuation on this is still very, very solid. Trading on a 13 X forward PE multiple with a 15% long-term growth rate. That puts it at a PEG ratio of 1.0%. Balance sheet is unbeatable with $94 billion in cash. That allowed them to do a $140 billion share buyback. Yield of 1.63%.

Price:
$127.500
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-06-25 TOP PICK CVS-Health-Corp
CVS-N
Stan Wong

The price has done very well, but the valuations are still very reasonable for a name like this. The Affordable Care Act is something that will benefit companies like this for a very, very long time. You can expect to see an increase in generic drug sales and specialty drugs as well. The recent acquisition of Omnicare (OCR-N) is very solid. They bought Target’s (TGT-N) 1,600 pharmacies, which will give them more exposure and scale with the ability of more purchasing power. 20X forward PE with a 14% long-term growth and 1.4 PEG ratio. Dividend yield of 1.33%.

Price:
$105.010
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-06-25 TOP PICK Walt-Disney
DIS-N
Stan Wong

The most dominant media entertainment name out there with its multiplatform of theme parks, consumer products, films and television. Have done brilliant acquisitions, which are going to spell benefits for a very, very long time to come. Just announced they are going to pay a dividend twice a year instead of just once. Dividend yield of 1.15%.

Price:
$114.450
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-06-25 TOP PICK Brinker-International
EAT-N
Craig Millar

1500 restaurants, Chili’s for example.  There is pent up demand because good traffic has not caught up to 2007.  You get a 2% dividend and 5-7% of stock bought back each year.

Price:
$58.610
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2015-06-25 TOP PICK Grandvision-NV
GVNV-AMSTERDAM
Craig Millar

There are 2.4 billion people in the world that need glasses and don’t have them.  They have 6k outlets in 43 countries.  40% of people in Holland need glasses and 85% of seniors need them.  It is a great play on aging.  Low double digit growth.  They are looking at Canada as a possible country to expand into.

Price:
$0.000
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2015-06-25 TOP PICK Wells-Fargo
WFC-N
Craig Millar

Best of breed.  One of the most well respected US banks.  They pay a strong dividend and buy back stock.  They cross sell.  They are a very conservatively managed bank so you have less headline risk.  A good combination of offense and defense.  16% ROE next year.  A great core holding.

Price:
$57.170
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2015-06-24 TOP PICK Olympus
7733-JP
Charles Lannon

They have a camera business that is small and dwindling, but the lion share of profits comes from medical devices. A global leader in flexible endoscopes (over 70% global market share) and surgical endoscopes. Had a huge accounting and board scandal 3-4 years ago, and completely changed the board and senior leadership and cleaned up their books. Really starting to benefit from this. Dividend yield of 0.39%.

Price:
$0.010
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-24 TOP PICK Capital-One-Financial-Corp
COF-N
Charles Lannon

Decent sized regional US bank with credit cards being a big part of their business. Attractive share price. Trading at about 11X forward earnings. When and if short-term interest rates go up in the US, earnings will grow at a very decent clip. A very strong bank with a very attractive position in the credit card industry. Dividend yield of 1.79%.

Price:
$89.090
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-24 TOP PICK FT-AphaDEX-US-Health-Care
FHH-T
John Hood

All 3 picks are in healthcare. There is a huge wave of baby boomers that will be coming through this market and making demands on the healthcare system. This will exhaust itself in probably 15 years. This is the Canadian hedged version of a US ETF with small-cap companies and has done very, very well in terms of performance, compared to its peers.

Price:
$23.960
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-06-24 TOP PICK New-Flyer-Industries-Inc.
NFI-T
Charles Lannon

The largest manufacturer of commercial buses in North America. Have a very neat system of being able to use one platform to accommodate a variety of fuel technologies. Sees it growing nicely as the services and maintenance business improves. Nice dividend yield of 4.07%.

Price:
$15.280
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-24 TOP PICK SPDR-Health-Care-E.T.F.
XLV-N
John Hood

All 3 picks are in healthcare. There is a huge wave of baby boomers that will be coming through this market and making demands on the healthcare system. This will exhaust itself in probably 15 years. This one has a lot of the big guys in that, such as Pfizer, Johnson & Johnson, Merck, etc.

Price:
$75.680
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-06-24 TOP PICK BMO-EqWt-US-HthCare-Hedged-CAD
ZUH-T
John Hood

All 3 picks are in healthcare. There is a huge wave of baby boomers that will be coming through this market and making demands on the healthcare system. This will exhaust itself in probably 15 years. The nice thing about this one is that it is not just Pharma, but has some hospital management services, other kinds of care facilities, etc.

Price:
$44.820
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-06-23 TOP PICK Allied-Properties-REIT
AP.UN-T
Derek Warren

You don’t get this one on sale very often.  It has really come off.  It is an opportunity to get into it.  They have developments coming on line and good retail properties.  This is a nice opportunity.  They are continuing to diversify geographically.

Price:
$36.070
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2015-06-23 TOP PICK Boyd-Group-Income-Fund
BYD.UN-T
Paul Taylor

Businesses in the US.  325 collision repair shops.  Insurance companies like to deal with a larger company.  There are lots of M&A opportunities for them.  They are professional managers of the shops.

Price:
$53.490
Subject:
CANADIAN
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-06-23 TOP PICK Calloway-REIT
CWT.UN-T
Derek Warren

He is very excited about this one.  It was not always a very clean structure.  They had the Smart Center vehicle that was off to the side.  They have internalize that now and brought that whole development team inside.  They developed basically all the Wal-Mart’s across Canada.  You combine that with the growth opportunity with their existing portfolio and you have a mix of stablity and growth.  It deserves a higher multiple in the market.  5.4% yield.  They don’t have pricing power over Wal-Mart, but Wal-Mart attracts other great tenants. 

Price:
$29.620
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2015-06-23 TOP PICK Element-Financial
EFN-T
Paul Taylor

It is a specialty financial services company in a sweet spot.  It is working well.  They are adding more business.  The business book will double this year.  They just raised capital to go after a business of GE-N’s.  Hopefully, there will be a meaningfully accretive acquisition.

Price:
$18.550
Subject:
CANADIAN
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-06-23 TOP PICK Parkland-Fuel-Corp
PKI-T
Paul Taylor

It is a business in the energy space.  They are the largest consolidator of non-urban fuel distribution centers in Canada.  They are in a good situation to further consolidate the industry.  They are well positioned.  You get paid to wait. 

Price:
$25.810
Subject:
CANADIAN
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-06-23 TOP PICK WP-Glimcher-Inc
WPG-N
Derek Warren

A US REIT that owns malls with grocery anchors, spun out from Simon properties.  They are a misunderstood company because they are so new.  They were beat up too much and have a 7% yield.

Price:
$13.810
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2015-06-22 TOP PICK Agrium
AGU-T
Peter Brieger

Prefers over the others.  Has a great capacity to increase dividends going forward as well as a good yield now.  They can increase their dividend a lot and only be at a 50% payout ratio in a couple of years.  The new management is doing well.

Price:
$126.710
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-22 TOP PICK Canadian-National-R.R.
CNR-T
Michele Robitaille

She likes the dynamics of the rail industry.  Barriers to entry are almost insurmountable.  Consistent annual pricing gains.  They have increased their market share in intermodal.  Their operating efficiency is at the top end of the industry.  They have the capability to get around Chicago which is a very congested area.  The balance sheet is looking good.  There should be continued share buy backs and dividend increases.

Price:
$75.280
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
CAUTIOUS
Owned:
Yes
2015-06-22 TOP PICK Manulife-Financial
MFC-T
Michele Robitaille

(Top Pick May 23/14, Up 22.75%) It is in the initial stages of finding a new trading range.  Their investor day was very beneficial to the stock.  Higher rates would benefit this company.  You will have stronger core earnings growth than from the banks.  10-12% growth beyond 2016.  She also likes their Asian platform.

Price:
$23.800
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
CAUTIOUS
Owned:
Yes
2015-06-22 TOP PICK Manulife-Financial
MFC-T
Peter Brieger

It has a low payout ratio and can grow its dividend.  A clear driver is the wealth management business.  Another is Asia (except China and Japan).

Price:
$23.800
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-22 TOP PICK Pembina-Pipeline-Corp
PPL-T
Michele Robitaille

They have the end to end value chain.  They have the network advantage.  Their earnings are becoming more stable.  Very stable contracted revenue streams.  They continue to announce new projects and to move them forward.  They can continue to grow in this environment.

Price:
$41.270
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
CAUTIOUS
Owned:
Yes
2015-06-22 TOP PICK Toronto-Dominion
TD-T
Peter Brieger

He likes it in order to get access to the US.  He looks for better growth in the street and given their deposit base, a quarter point interest rate increase and the net returns from deposits would create $0.60 per share. 

Price:
$53.640
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-19 TOP PICK AGT-Food--and--Ingredients
AGT-T
Peter Imhof

Produces lentils, chickpeas and gluten-free pasta. More and more people are looking for healthier diets. They are looking for protein outside of red meat. Last quarter their EBITDA was up about 33%. Have done a very good job of increasing margins. The whole macro environment is doing well for them. There has been a bad crop of lentils and chickpeas in India. They signed a couple of joint venture deals, where they are producing more at higher margins. Margins are very high on gluten-free pasta. There have been a lot of acquisitions in the space at much higher multiples, and thinks this will eventually get taken out.

Price:
$31.980
Subject:
NORTH AMERICAN - SMALL
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-19 TOP PICK CRH-Medical-Corp.
CRH-T
Peter Imhof

In terms of management, they are a little more conservative than some of the others. They were in the haemorrhoid business, but do a lot of anaesthesia for colonoscopies, etc, and that business has been growing very rapidly. Made a transformative acquisition at the end of last year, and are on the cusp of probably making a couple more over the next 6 months or so. Recent quarter was very strong and expects Q2 to be strong as well.

Price:
$4.110
Subject:
NORTH AMERICAN - SMALL
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-19 TOP PICK Extendicare-Inc
EXE-T
Benj Gallander

They are in the process of selling their US operations (closes at the end of this month).  They are expanding in Canada.  They are a leader in the market.  They have a debt load that is a little more than he likes to see.  A good payout.  He can see it doubling.

Price:
$7.520
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2015-06-19 TOP PICK Malibu-Boats-Inc
MBUU-Q
Peter Imhof

They make performance board boats, where you can do weight boarding behind them. Earnings and margins have continued to increase. Last quarter revenues were up 28% and net income was up quite a bit. Margins are very strong. In the last 3 years, the compounded annual growth rate was about 37% in earnings growth, and the multiple over the next 12 months is only around 15X earnings.

Price:
$22.660
Subject:
NORTH AMERICAN - SMALL
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-19 TOP PICK Orvana-Minerals
ORV-T
Benj Gallander

Orvana is a very small gold mining company. They have two plays, one in Bolivia and one in Spain. The mine in Bolivia may have 5-6 years left on the mine's life, while the one in Spain may only have a couple of years left (trying to extend it though).  They have lowered their debt, but have kept some debt on their books because they were cautious of what the Bolivian government might do.  He could see it going over a dollar.

Price:
$0.290
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2015-06-19 TOP PICK United-Security-Bancshares-Inc
USBI-Q
Benj Gallander

Pays a dividend.  Making a little bit of money, trading at about 2/3rds of book value.  Insiders own about 7%.  If it has a good quarter or two the stock price could jump very nicely.

Price:
$8.250
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2015-06-18 TOP PICK Ag-Growth-International-Inc
AFN-T
Stephen Takacsy, B. Eng, MBA

Canada’s leading manufacturer of grain handling and storage equipment. They just completed the acquisition of WestSteel. They are growing very quickly internationally. Great margins.

Price:
$49.220
Subject:
CANADIAN
Bias:
DEFENSIVE
Owned:
Yes
2015-06-18 TOP PICK Canadian-Utilities
CU-T
Greg Newman

This is a bit of a contrarian play. Everything has gone wrong for them. There was the oil collapse, an NDP victory in Alberta, rising yields recently which really soured sentiment. However, it has gotten to a level which he thinks is just too cheap to ignore. Trading at 14X 2016 earnings, versus the group at around 21. Thinks you will get your non-regulated assets for free, and yet they have multi-years of robust utility growth, regardless of what happens to the Alberta economy. Pristine balance sheet and low risk. Dividend yield of 3.35%.

Price:
$35.270
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2015-06-18 TOP PICK DH-Corporation
DH-T
Greg Newman

Thinks the acquisition of Fundtech is a transformational deal for them. It will help to position them to benefit from these industry megatrends of electronic banking. Once the thing closes, the US represents 63% of their business mix. He is modelling 24% revenue growth. They are very much invested in a good, higher growth business. Dividend yield of 3.09%.

Price:
$41.440
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2015-06-18 TOP PICK Manulife-Financial
MFC-T
Greg Newman

Sees earnings growth of 18% over the next few years. He is seeing really nice growth coming from brisk sales in wealth management. Last quarter was up 97% year-over-year, Insurance was up 42%, Asia was up 15% and 45% of their earnings are coming from the US. This is a name that can benefit from a rising rate. Yield of 2.86%.

Price:
$23.790
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2015-06-18 TOP PICK Prism-Medical-Ltd.
PM-X
Stephen Takacsy, B. Eng, MBA

Seven times next year’s earnings. They are mostly in the US, having sold their UK subsidiary last year. They just paid a special dividend. It has pulled back so he is buying aggressively at these levels. 

Price:
$9.450
Subject:
CANADIAN
Bias:
DEFENSIVE
Owned:
Yes
2015-06-18 TOP PICK Savaria-Corp
SIS-T
Stephen Takacsy, B. Eng, MBA

Health care sector.  Most of the rest in the sector is too expensive. They make accessibility equipment for the mobility challenged and do the conversion of minivans.  It is a unique company.  The family owns 50% of the stock.

Price:
$5.850
Subject:
CANADIAN
Bias:
DEFENSIVE
Owned:
Yes
2015-06-17 TOP PICK Clearwater-Seafoods-Inc.-
CLR-T
James Telfser

Raised $55 million, and he believes $15 million was through the insiders. Have said that they want to make some deals, and he has been waiting for a while. Thinks they are getting close. Seafood pricing is growing, the Cdn$ is low and fuel prices are down. There is a quota on fishing, so they have a great control over the seafood market. If they can buy more quotas, there will be a huge amount of synergies. Dividend yield of 1.3%.

Price:
$12.340
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-06-17 TOP PICK Detour-Gold
DGC-T
Jon Case

(A Top Pick May 30/14. Up 46.78%.) Really starting to hit its stride. Has been commissioning the Detour Lake mine in Northern Ontario. A huge mine, 500,000 ounces a year in production and a 20 year mine life. Initial operations haven’t met what they were guiding for the full year, so there was some concern that this ramp-up was going to take longer than expected, and perhaps the balance sheet would weaken. They are now running well above their full-year guidance. Thinks there is potential for this to see analysts’ upgrades on free cash flow estimates for 2015.

Price:
$16.010
Subject:
PRECIOUS METALS
Bias:
BULLISH on GOLD
Owned:
Yes
2015-06-17 TOP PICK easyhome
EH-T
James Telfser

(A Top Pick May 12/14. Up 3.41%.) Disappointed it is only up 3% year to date. Growing organically 15% plus. Used to be a leasing company, but is now financial services. Grew their loan book from zero to over $225 million in the last 5 years. The next phase of growth is to get their loan book up to $360 million, which needs money and people to lend them to. They just got 45 cash stores through a bankruptcy. Now they have to find the capital, and he doesn’t think they will have to issue equity to do this. They’ll be able to use debt financing, particularly the way gold and oil/gas companies have been trading. There is a lot of capital looking for a place to go. A market with a $2 billion opportunity, so they are becoming a very big player in that market. There could be a Short squeeze coming as there seems to be a lot of market participants that are afraid of this.

Price:
$19.900
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-06-17 TOP PICK Lake-Shore-Gold
LSG-T
Jon Case

An operator in Timmins, with production at around 200,000 ounces a year. As they have been developing this asset, they have struggled and the free cash flow has not been there, and the balance sheet has deteriorated from 2011-2013. Management has finally turned the corner in free cash flow for 4 quarters running. Free cash flow is $40-$50 million relative to its market cap of $450 million, and that is quite material.

Price:
$1.340
Subject:
PRECIOUS METALS
Bias:
BULLISH on GOLD
Owned:
Yes
2015-06-17 TOP PICK Mitel-Networks
MNW-T
James Telfser

Everybody thinks of this as being a phone system company, and phones are dead. They are getting into that whole Cloud segment where they are shifting their customers from being on premise to being in the Cloud, which has a whole lot of benefits. Have a whole bunch of software they can manage that with. Bought a company for $500 million plus, which does the same thing in mobile. They think the next generation of mobile will be over the Internet. Expects that when the street starts to see revenue growth coming in at 8%, versus their historical 1%, they will be looking at this very carefully.

Price:
$11.290
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-06-17 TOP PICK Primero-Mining-Corp
P-T
Jon Case

A gold producer out of Mexico. 250,000 ounces a year. Costs are about $1,000 all in, so you have a good margin of a couple of hundred dollars an ounce. That generates free cash flow which is the main driver. Sees free cash flow of around 6%-7%, coming mainly from the San Dimas mine in Mexico. What is really compelling, which is lost on a lot of investors, is the wealth creation potential from that mine. A new discovery called Jessica has 2X the grade in gold and 4X the silver grade, and is not far from their existing mine.

Price:
$5.290
Subject:
PRECIOUS METALS
Bias:
BULLISH on GOLD
Owned:
Yes
2015-06-16 TOP PICK CitiGroup
C-N
Brian Acker, CA

As the anticipation of interest rates moves higher, it is really good news for this group. His model price is $65, a 15% upside.

Price:
$57.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-06-16 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Brian Acker, CA

His model price is $166.32, a 41% upside.

Price:
$119.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-06-16 TOP PICK Oracle
ORCL-N
Brian Acker, CA

His model price is $61.25, a 40% upside from its current price.

Price:
$44.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-06-16 TOP PICK Tenneco-Inc.
TEN-N
Gordon Reid

Involved in exhaust systems for vehicles, both commercial vehicles and automobiles. A lot of their growth is coming from off-road farm machinery types of vehicles. Exhaust emission standards are ever increasing globally. Not expensive and trading at a very reasonable multiple.

Price:
$60.160
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-16 TOP PICK Verizon-Communications
VZ-N
Gordon Reid

This looks and smells more like a tech company than the telecom. They sold their wire line business. In all 50 states from a wireless standpoint. Recently did a deal to buy AOL and are creating a platform there. It is going to be video, data and streaming, which looks like technology to him. With the cash flow that they have, there is an opportunity to see 2 things; increasing organic growth and the revision of the multiple higher to reflect that growth.

Price:
$47.420
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-16 TOP PICK Wells-Fargo
WFC-N
Gordon Reid

He is adding to his weighting in banks in anticipation of that strengthening of the fundamentals and earnings of the banks. This is a more senior bank and very involved with domestic US. One of the largest originators of mortgages. We are very early in the home building recovery. Dividend yield of 2.62%.

Price:
$57.220
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-15 TOP PICK Air-Lease
AL-N
Teal Linde

(Top Pick Jun 4/14, Down 12.63%) Management built the largest airline leasing company in the world and now are doing it again with AL-N.  It did not do much in the last year, but he still likes it.  They are still a small company, but brought their contacts from the past.  They partnered with a private equity fund to raise money for them.  They manage the leases.   

Price:
$35.960
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2015-06-15 TOP PICK Baidu.com
BIDU-Q
Teal Linde

They have been investing a lot of capital into the mobile platform.  It is founder lead.  Their investments have always paid off.  They are growing at a rate of 30% with a 22 PE.  It has outperformed GOOGL-O over 5 years.  If you  missed GOOGL-O you can still have BIDU-O.

Price:
$205.730
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2015-06-15 TOP PICK Cineplex-Inc
CGX-T
Barry Schwartz

An analyst downgraded this and the stock cratered. Jurassic Park gave them a record box office this weekend. The box office in the US is the highest it has been year-to-date for the past 5 years. They are using their significant free cash flow to get into a new line of business. Do a great job of raising the prices and making people pay more for the concession food. Dividend yield of 3.27%.

Price:
$47.800
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-15 TOP PICK David`s-Tea-Inc.
DTEA-Q
Teal Linde

136 stores in Canada and 25 in the US and they are the fastest growing retailer in Canada.  New stores have a 2 years pay back in Canada and 3 years in the US.  The business model can expand at a rapid rate.  Thinks they can get to 1000 stores.

Price:
$27.250
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2015-06-15 TOP PICK Molson-Coors-Brewing-Company
TAP-N
Barry Schwartz

This has a hidden asset. At some point in time, the company will either be taken over or be able to acquire its joint venture holdings in Miller Coors. If that’s the case, there is a huge potential of earnings accretion from that. Generating a lot of free cash flow. Dividend yield of 2.3%.

Price:
$71.400
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-15 TOP PICK Viacom-Inc.
VIAB-Q
Barry Schwartz

Has owned for a long time, and it has meaningfully underperformed, but there are some great reasons you should take another look at it. There is some potential for consolidation with CBS. The company is finally focusing on following the Disney (DIS-N) model and spending a lot of money. Thinks some of the advertising comps will improve. There is a lot of hidden real estate. Only trading at about 10X earnings and about10X free cash flow. Dividend yield of 2.42%.

Price:
$66.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-12 TOP PICK Arc-Resources-Ltd
ARX-T
Swanzy Quarshie

An opportunity for you to make money on oil or liquids growth, but also have the natural gas optionality. Has been a significant underperformer in an environment where it should actually be doing very well. This is one of those Hallmark Canadian dividend paying companies. Have a huge resource base in the Montneys that is potentially going to benefit from any exports from Canada if the LNG projects go forward. Dividend yield of 5.43%.

Price:
$22.110
Subject:
OIL & GAS
Bias:
OPTIMISTIC on ENERGY
Owned:
Yes
2015-06-12 TOP PICK Cardinal-Energy-Ltd
CJ-T
Swanzy Quarshie

Has done very well with their model. A very low decline rate of about 15%. A low decline rate means they don’t have to spend very much capital in order to maintain their production. This means there is a lot of excess capital to grow their production. Payout ratio is less than 100%. They will continue to buy tuck-in acquisitions that have low decline rates. Dividend yield of 5.72%.

Price:
$14.690
Subject:
OIL & GAS
Bias:
OPTIMISTIC on ENERGY
Owned:
Yes
2015-06-12 TOP PICK Cargojet-Inc
CJT-T
Colin Stewart

The dominant player in the time sensitive, overnight cargo business in Canada. Have 90%+ market share. A beneficiary of long-term secular trends in e-commerce. 25% of the company is owned by management. Very well positioned to significantly grow their EBITDA in earnings, because they got a contract with Canada Post, which doubled their volumes. Dividend yield of 2.39%.

Price:
$25.660
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-06-12 TOP PICK Merus-Labs-International
MSL-T
Colin Stewart

This is a very hot sector and most stocks are not very cheap, so you have to approach it with caution. This company acquires sort of forgotten about products from some of the larger pharmaceutical companies. The CEO has a lot of deep operational experience in the industry, so will be very good at cost cutting and improving marketing. Despite recently raising a lot of capital, making an acquisition and poised to make more, it is still trading at a reasonable valuation multiple. Trading at only about 8-8.5 X EBITDA. Very strong balance sheet and have cash for more deals.

Price:
$3.310
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-06-12 TOP PICK Richards-Packaging-Income-Fund
RPI.UN-T
Colin Stewart

This was part of the income trust boom and got spun out. One of the leaders in North America, and certainly the leader in Canada in distributing rigid packaging products, such as pill bottles, soap dispensers, etc. Pretty recession resistant. Very stable cash flow generation. Management owns a lot of stock. They may have some acquisition opportunities, which could be a very attractive way for them to grow. Dividend yield of 5.8%.

Price:
$16.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-06-12 TOP PICK Tamarack-Valley-Energy
TVE-X
Swanzy Quarshie

Their latest acquisition has helped to correct what has become a bit of a higher debt to cash flow multiple. They have been very, very prudent with growth and with capital management. Have really helped to correct the balance sheet with their latest equity issue and acquisition. She thinks it is going to do pretty phenomenal things going forward.

Price:
$3.890
Subject:
OIL & GAS
Bias:
OPTIMISTIC on ENERGY
Owned:
Yes
2015-06-11 TOP PICK CitiGroup
C-N
Ross Healy

It was in a range for about two years and now is breaking out nicely.  It was very powerful resistance that it broke through.  The fair market value is huge.  They could not raise their dividend so they bought back stock and this was one of the few times it really made sense to do so.

Price:
$57.210
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-06-11 TOP PICK CASH
CASH
Jon Vialoux

There are opportunities coming up such as agriculture, fertilizers from the end of June through September, utility stocks from July through to October, gold stocks and pharmaceutical stocks. There is nothing he would buy today.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Yes
2015-06-11 TOP PICK Cisco
CSCO-Q
Ross Healy

It is in a tech space that is booming.  There is an enormous renewal process that is going on and has been since 2000 when the tech bubble broke.  This one has nice upside potential.

Price:
$28.860
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2015-06-11 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Jon Vialoux

Biotechs in general tend to do well from June 22 all the way to September 12. The industry on average gains about 12% and has been positive 85% of the time. There was a bit of resistance broken in April, and is now at new highs. These new highs would just entice investors back into it. This is the largest in the biotech industry. Alternatively, you could look at Abbott Labs (ABT-N), more of a pharmaceutical company, which tends to do well from August into the end of the year.

Price:
$119.130
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2015-06-11 TOP PICK HAP-Floating-Rate-Bond-ETF
HFR-T
Jon Vialoux

(A Top Pick April 24/15. Up 0.02%.) A great alternative to cash during the summer. If you are afraid an interest rate rise is going to crush your fixed income position during the summer, a floating rate bond ETF is where you want to be. Use this as potential cash storage to take advantage of things coming up. If we get weakness through the remainder of June, take advantage of the summer rally. You can even buy some of the cyclical sectors in the month of July.

Price:
$10.120
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Yes
2015-06-11 TOP PICK Laurentian-Bank
LB-T
Ross Healy

(Top Pick June 17/14, Up 5.46%) He is happy with this one and still likes it.  The balance sheet has continued to rise nicely not making the company any more expensive than last time.  He wants to stay with it.  It is his favourite Canadian bank because it is the cheapest of the lot.  When you look at the downside risks under catastrophic conditions he sees only a 20% downside risk.  It has the best dividend yield.  4.5% yield. 

Price:
$49.520
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-10 TOP PICK Aecon-Group-Inc
ARE-T
Hap (Robert) Sneddon FCSI

Pretty good risk/reward. In a really good place long-term. Sold off a part of their equity of an airport in Ecuador, so now they are a really pure play. Increased their balance sheet. All in all a pretty good story.

Price:
$13.500
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-06-10 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Dennis Da Silva

Acquiring Legacy (LEG-T). They have garnered a reputation for being a serial issuer. In this kind of oil price environment, people probably now appreciate that they issued stock and didn’t leverage up to do a lot of deals they did. Leaves them in a strong position. The 10.08% dividend is safe given the hedging they have in place for this year, and about a 3rd into 2016. The balance sheet is still solid.

Price:
$27.470
Subject:
CANADIAN RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-10 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
Hap (Robert) Sneddon FCSI

Banks have been “not loved” for many years. Thinks their litigation costs was a high water mark in the 1st quarter which is pretty good. Has a pretty good upside target of around $88. This may be one that you hold just for the short term. Alternatively you could buy the Spider Financial ETF (XLF-N) if you don’t want the specific risk.

Price:
$68.260
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-06-10 TOP PICK Surge-Energy-Inc
SGY-T
Dennis Da Silva

Sold $430 million Bakken assets to Torc (TOG-T), and now have the best balance sheet among their peer group. This allows them to refocus around Southwest Saskatchewan, improve the efficiencies and spend the capital to prove the growth is there. He likes that it is in the rebuilding mode. Dividend yield of 7.83%.

Price:
$3.870
Subject:
CANADIAN RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-10 TOP PICK Tamarack-Valley-Energy
TVE-X
Dennis Da Silva

An oil producer. Conservatively run. Did a nifty little double acquisition in the Wilson Creek area. It was $54 million, and you could tell the market liked it as they could have raised $80 million. Well financed. Solid balance sheet. They are prepared to not spend any money on growth capital, in order to keep the balance sheet clean for any more acquisitions that they might do in this environment.

Price:
$3.830
Subject:
CANADIAN RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-10 TOP PICK SPDR-Utilities-E.T.F.
XLU-N
Hap (Robert) Sneddon FCSI

(A Top Pick July 14/14. 3.2%.) This holds a basket of US utilities. Really good risk/reward. Chart shows a pretty good trend line and has sort of broken it a little. However, there are a couple of spots to hang your hat on. In the last couple of months, earnings have really started to ratchet up. It has really been oversold.

Price:
$42.580
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-06-09 TOP PICK Cisco
CSCO-Q
John O'Connell, CFA

John Chambers has moved up to the chairman’s position and is reinvigorating the new management team. This whole Internet of things just continues to grow exponentially, and this is one of the companies that makes the backbone for this whole phenomenon of communications as it is unfolding. Trading at about 13 X forward earnings. Strong balance sheet and they have been buying back stock. Dividend yield of 2.97%.

Price:
$28.240
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-09 TOP PICK Google
GOOGL-Q
Christine Poole

This has really lagged large cap tech. A good name for Internet exposure. They are the leader in online search. She feels online advertising is going to be going through a secular growth phase for many years to come. The stock has lagged because mobile has been growing faster than desktop, and Facebook (FB-Q) has been gaining share. But she feels the whole media channel has a lot more room to grow, and there is more than enough ad dollars for both companies to participate in.

Price:
$542.160
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-09 TOP PICK Kelt-Exploration
KEL-T
John O'Connell, CFA

Exceptionally strong management team which has built and sold companies to larger companies in the past. Their production is just shy of 20,000 barrels a day. Have one of the largest land positions in BC and Alberta in the Montney, the sweet spot, where all the LNG players are operating. They are surrounded by all the majors and have major land positions. A perfect target for a Shell (SHC-T) or an Exxon (XOM-N) to acquire. Very, very strong balance sheet and a very low cost operator.

Price:
$8.560
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-09 TOP PICK Loblaw-Companies-Ltd
L-T
Christine Poole

Has gone through a refurbishing reinvestment program into its stores, as well as implementing SAP. They are starting to see the operational efficiencies and benefits from that. Likes their acquisition of Shoppers a year ago. Pharma retail is a more attractive business than grocery retail given the aging demographics. Same-store sales of groceries in the last quarter have improved, and they are also doing well on the Pharma side. Dividend yield of 1.58%.

Price:
$63.790
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-09 TOP PICK Spartan-Energy-Corp
SPE-T
John O'Connell, CFA

(A Top Pick June 30/14. Down 21.59%.) This has all the characteristics that you want in an oil/gas company. Very strong management, strong balance sheet and good resources with low cost structures. Have grown their production by about threefold since it became public. This is a company that could snap its fingers and raise $200 million and make a major acquisition and double its production.

Price:
$3.160
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-09 TOP PICK United-Technologies
UTX-N
Christine Poole

A high-quality global industrial company. Really focused on building systems, so they’ve got HVAC through Carrier, airplane engines through Pratt & Whitney and Otis elevators. This participates in 2 megatrends. Urbanization through their building services and the growth in travel through aviation. About 40% of their business comes from aftermarket giving a more stable, reoccurring revenue stream. Dividend yield of 2.2%.

Price:
$116.300
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-08 TOP PICK Alaris-Royalty
AD-T
Michael Sprung

Extremely well-managed and a kind of unique company, in that they invest in a diversified range of primarily private companies that have solid long-term management track records and good records of profitability. Basically invest in companies in such a manner that allows the principles to retain control of the company, provided they meet certain objectives. In the meantime this company participates in the growth of those companies over time. Have been one of the consistent dividend increasers over the years. Just made one of their biggest investments in a construction company in Texas, $70 million of which $40 million is permanent and $30 million to help the transaction go through. Dividend yield of 5.05%.

Price:
$30.890
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-06-08 TOP PICK Arc-Resources-Ltd
ARX-T
Michael Sprung

An investment in energy for people that are looking for places to initiate positions in the energy sector. Extremely well-managed. About 60% weighted to natural gas. Has a really good balance sheet. Yield of 5.51%, which is fairly well covered by earnings, and more than covered by cash flow.

Price:
$21.760
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-06-08 TOP PICK CAE-Inc
CAE-T
Michael Sprung

They provide modelling simulation and training services for both civil and defence aviation. The military side, which has been quiet for some time, just recently seems to have increased a little. Have just gone through a period where they invested a lot of money in pilot training facilities. As a result he expects CapX is going to be quite a bit lower going forward, which will make utilization rates look a lot better, particularly since there will be a lot of pilots retiring over the next couple of years. Yield of 1.87%.

Price:
$15.010
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-06-08 TOP PICK Grenville-Strategic-Royalty
GRC-X
Eric Nuttall

It is a baby royalty company.   They are at a critical mass where they diversified the loans.  5.7% yield.  Thinks they can increase the dividend this year or next and then keep doing so every couple of years.  They are everywhere.

Price:
$0.890
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
SELECTIVE
Owned:
Unknown
2015-06-08 TOP PICK Trinidad-Drilling-Ltd
TDG-T
Eric Nuttall

He likes land drillers because they outperform coming out of a down market.  There is a concern about their debt to cash flow, but it is trading at a really cheap multiple, less than during the financial crisis.  He is seeing rigs going back to work.  The demand for rigs will start to go back up and people will stop focusing on the debt issues.

Price:
$4.510
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2015-06-08 TOP PICK Tamarack-Valley-Energy
TVE-X
Eric Nuttall

One of the few light oil companies trading at a deep discount.  They paid less for a recent acquisition than the reserves.  They also delevered the balance sheet.  They now have a 6 year drilling inventory.  They can grow by only spending their cash flow.  It is one of the few oil opportunities he sees today.

Price:
$3.800
Subject:
OIL, GAS & SMALL-CAP CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2015-06-05 TOP PICK Apple
AAPL-Q
Kash Pashootan

If you take away the exciting package, the shine and the glitter, this company has been operating on all fronts. The smart phone market in North America is saturated, and they are trying to grow in emerging markets. Globally 24% of the world uses smart phones today, so there is still lots of adoption that can take place. They continue to innovate and the new innovations are gaining traction. Dividend yield of 1.61%.

Price:
$128.650
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2015-06-05 TOP PICK CASH
CASH
Kash Pashootan

He reduced equities by 20% right across the board. For example, a client that had 80% in stocks and 20% in bonds now has 60% in stocks and most of the 20% has gone to cash. He is not forecasting any doomsday scenario, but the reality is that we have had 5 above historical average return years in the market. We have gone over 1300 days without a 10% correction. We are heading into the summer where generally volumes are down and there is more volatility. Cash gives you some insulation in the portfolio and an opportunity to step in and do some buying.

Price:
$0.010
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2015-06-05 TOP PICK CASH
CASH
Keith Richards

(A Top Pick April 20/15.) He is at about 32% in cash right now. Sees a lack of participation in the index movements. Some of the sentiment studies shows the over enthusiasm by the retail investor versus some of the institutional, and hedgers are a little cautious. There is kind of a lacklustre attitude in the market right now.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2015-06-05 TOP PICK Cominar-Real-Estate-Inv-Tr
CUF.UN-T
Keith Richards

All the REITs are coming back down to a low point within this big sideways giant trading range. Thinks this is an okay time to own this. Pays something like an 8% yield. A well-run company and have the cash to support the dividend. This is a summer play only.

Price:
$17.900
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2015-06-05 TOP PICK McDonalds
MCD-N
Kash Pashootan

This is really about the valuation story, and he is willing to be there for the recovery. There is lots of pessimism priced in. Their sales across the board have come down because they haven’t adapted to consumer preferences. So when you buy this, you are making the bet on are they going to make the changes necessary to adapt to what consumers/restaurant goers want today. He feels the answer is yes. They have done it before. Low volatility and a dividend yield of 3.55%.

Price:
$95.540
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2015-06-05 TOP PICK SPDR-Utilities-E.T.F.
XLU-N
Keith Richards

Seasonally these things tend to do okay over the summer. His whole view right now is that he is trying to hold relatively neutral positions. He doesn’t expect this to do a lot over the summer, but he also doesn’t expect them to lose a lot either.

Price:
$42.720
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 120 of 21,133 entries
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