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

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Recent Top Picks

Date Signal Company Expert Opinion Price
2013-05-22 TOP PICK CitiGroup
C-N 		John Stephenson

This is the industry that lead us into the 07/08 crisis.  Now the company is transitioned into a retail machine and 65% of earnings come from outside US.  Deferred tax asset.  It is low risk.

 Price:
$51.000
Subject:
NORTH AMERICAN - RESOURCE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2013-05-22 TOP PICK Cisco
CSCO-Q 		John Wilson

Got into it last summer. Story has played out as he had hoped.  70% market share in core business.  Really well managed company.

 Price:
$23.340
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-22 TOP PICK Facebook
FB-Q 		John Wilson

SHORT – Valuation is rich.  More and more data is coming out about young people moving off of Facebook. 

 Price:
$25.159
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-22 TOP PICK CGI-Group--A-
GIB.A-T 		John Wilson

Liked for a while.  Integrating UK acquisitions much better than expected.  They will get a higher multiple.

 Price:
$32.160
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-22 TOP PICK JP-Morgan-Chase--and--Co
JPM-N 		John Stephenson

This is the best of breed, large cap financial institution in the world today.  Solid, diversified stream of earnings.

 Price:
$53.630
Subject:
NORTH AMERICAN - RESOURCE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2013-05-22 TOP PICK KKR--and--Co--LP
KKR-N 		John Stephenson

If you believe equity markets are going higher, you could see mid 20% return for S&P so you need to be in private equity.  5.3% yield.  Impeccable balance sheet.  Best of breed.

 Price:
$20.510
Subject:
NORTH AMERICAN - RESOURCE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2013-05-21 TOP PICK CASH
CASH 		Joseph Schachter

(Top Pick Feb 12/13, Flat) 20% makes sense.  30% of your oil-weighted portion of your portfolio should be in cash ready for the fall and into the new year.

 Price:
$0.010
Subject:
ENERGY
Bias:
BEARISH on OIL
Owned:
Yes
2013-05-21 TOP PICK Crescent-Point-Energy-Corp
CPG-T 		Mason Granger

Core holding for him.  Sustainable dividend, low leverage.  Assembled a collection of assets that should offer a huge inventory.  Sustainable dividend.

 Price:
$38.220
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2013-05-21 TOP PICK Canyon-Services-Group
FRC-T 		Mason Granger

Forth largest pressure pumper in Canada, newest fleet.  Canadian focused.  Easy story to understand.  Almost 6% dividend. 

 Price:
$11.320
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2013-05-21 TOP PICK Long-Run-Exploration
LRE-T 		Joseph Schachter

(Top Pick Dec 5/12, Up 3.10%) Trades very cheaply.  Likes the mix.  They are moving more and more towards liquids and will be at 52% this year. Thinks the stock is very, very cheap and management has really refocused the company.  They have a dominant position.  This company could be a target for acquisition by a larger entity.

 Price:
$4.170
Subject:
ENERGY
Bias:
BEARISH on OIL
Owned:
No
2013-05-21 TOP PICK Niko-Resources
NKO-T 		Joseph Schachter

(Past Top Pick Sep 25/12) Had some balance sheet issues but they are gone now.  Trading at a discount to NAV.  The market is not giving any value for exploration.  Thinks it has some very attractive value.  Buy in the low $6 range.

 Price:
$6.200
Subject:
ENERGY
Bias:
BEARISH on OIL
Owned:
No
2013-05-21 TOP PICK Surge-Energy-Inc
SGY-T 		Mason Granger

A big shuffle at the top.  Struggled over last 6-9 months.  Problems in the field, missed guidance.  New CEO.  He has a plan to take the company into a premier dividend payer company.

 Price:
$4.890
Subject:
OIL & GAS
Bias:
BULLISH on OIL & GAS
Owned:
Yes
2013-05-17 TOP PICK Agrium--US-
AGU-N 		Jeff Young

Nice entry point due to planting season concerns, the  "Jana Drama" with the hedge fund and concerns of natural gas going up.   A very good footprint on the retail side. A couple of expansion programs are coming to an end, leaving more cash flow, which will go to share buy backs and dividends.

 Price:
$91.340
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK BHP-Billiton-Ltd-
BHP-N 		Norman Levine

Only based metal stock they own, and this is a long term investment. Has the best balance sheet in the industry. Has a good yield. Main products are iron ore and copper. as well as shale assests.  Have recently announced a cut in their capital expenditures, are building up cash waiting on other mining companies to be bought cheap.

 Price:
$67.660
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK Bank-of-Nova-Scotia
BNS-T 		Norman Levine

He is moving his money outside of Canada and Scotia Bank has a large footprint in Latin America. Likes the prospects of outside of Canada currently.

 Price:
$58.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK Canelson-Drilling
CDI-T 		Jeff Young

A small drilling company, with a very strong balance sheet. Have got horizontal drilling rigs, and if things turn up they will benefit.  Efficient operators with high quality top performing rigs.  Prefers the smaller guys as they fly under the radar, and have good relationships with the massive amounts of equipment. Could see $6 to $6.50 depending on what happens in the oil.

 Price:
$5.070
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK Essential-Energy-Services-Ltd-
ESN-T 		Norman Levine

An oil service company, expanded outside of Alberta.  Managment is quite good. Have seventh biggest fleet in the industry. Payout is only 15%. Tried drilling in the Columnian market but cut their losses very quickly there.

 Price:
$2.380
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-17 TOP PICK Twin-Butte-Energy
TBE-T 		Jeff Young

Will benefit from the reduction in heavy oils. Like Batex only with a smaller price. A long term hold. If oil stays at it's current levels, we could see $3 easily.

 Price:
$2.320
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2013-05-16 TOP PICK Boralex-Inc-
BLX-T 		Stephen Takacsy, B. Eng, MBA

One of the fastest growing power producers. Likes because it's not paying a dividend, so can get in at much cheaper valuations then it's peer groups, and it's also the fastest growing.  Will be doubling it's capactity in the next three years.   At some point will be paying a dividend, probably in the next 12 to 24 months which will drive the stock higher.  Sees it going to $20 to $25 range in a couple of years. Mostly in wind power in France, and thermal power in Canada. Have their biggest project, a wind farm in Quebec going on stream at the end of this year. This is the end of phase one which is the biggest phase, will be complete, which will probably give a dividend in the next 3 years.

 Price:
$10.680
Subject:
Canadian Equities
Bias:
BEAR
Owned:
Yes
2013-05-16 TOP PICK Walt-Disney
DIS-N 		Stan Wong

Waiting for a pull back before he gets in. Purchase of Marvel not that long ago, and Lucus films. First theme park in mainland China expected in 2016. Will continue to grow 10 to 15% earnings growth rate, so is a good stock to own. As the economy continues to improve they will grow as well.

 Price:
$66.470
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2013-05-16 TOP PICK iShares-DJ-Home-Construction-ETF
ITB-N 		Stan Wong

Hold Home Depots, and single family home type stocks. Is one of his top themes.

 Price:
$25.610
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-16 TOP PICK Qualcom
QCOM-Q 		Stan Wong

Recently purchased. Leading manufacturing of digital and wireless equipment. They have a chip set called snap-dragon which is geared towards the media center, video and television on the smart phone. Thinks tech is a bit undersold at this point.

 Price:
$65.640
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-16 TOP PICK Shoppers-Drug-Mart-Corp
SC-T 		Stephen Takacsy, B. Eng, MBA

A great defensive name, that should be bought and put away. Great demographics with the aging population will need more drugs and health care products.

Very well managed, huge cash shares. Showing good growth at the pharmacy level and the store front level.

Price:
$46.360
Subject:
Canadian Equities
Bias:
BEAR
Owned:
Unknown
2013-05-16 TOP PICK Wi-Lan-Inc-
WIN-T 		Stephen Takacsy, B. Eng, MBA

A patent technology company. Had a tough year last year, with litigation expensive, which will be seeing the fruits of their labor this year. They sue to make money. Most of the time, things are settled out of courts, they have a few jury trials coming up.

 Price:
$4.450
Subject:
Canadian Equities
Bias:
BEAR
Owned:
Unknown
2013-05-15 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T 		David Baskin

He likes being on top of the mix. The company is managing tremendous number amounts of assets for others. Return of equity goes up and up.

 Price:
$38.940
Subject:
NORTH AMERICAN - LARGE/MID CAP (GROWTH)
Bias:
UNKNOWN
Owned:
Yes
2013-05-15 TOP PICK Home-Capital-Group
HCG-T 		Todd Johnson

The stock has been a little weak lately. They are an alternative lender. They are well capitalized. Trades at very low multiple to earnings around 9X. Long track record of profitable growth. Thinks the stock is low because of unfounded concerns of a housing price crash.

 Price:
$51.100
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY BULLISH
Owned:
Yes
2013-05-15 TOP PICK Home-Capital-Group
HCG-T 		David Baskin

The company is a lender to people with unconvential credit. People who are self-employed wihout a T4. The company's low  losses are terrific. Great credit control. Billion dollar in equity in company. Trading 7X earnings. Good value and growing nicely.

 Price:
$51.100
Subject:
NORTH AMERICAN - LARGE/MID CAP (GROWTH)
Bias:
UNKNOWN
Owned:
Yes
2013-05-15 TOP PICK Intact-Financial
IFC-T 		Todd Johnson

Market leader in property and casualty business. Stock has been a bit weak lately because of the mandated Ontario auto premium reductions. Likely to earn around $6 a share this year. Payout ratio is about 30%, with a 2.8% dividend yeild. Management has been acquiring businesses, and are likely to continue doing so.

 Price:
$58.810
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY BULLISH
Owned:
Yes
2013-05-15 TOP PICK Magna-Int'l---A-
MG-T 		Todd Johnson

Has had a strong run on really good earnings growth. A very profitable business, but not making very much from Europe. If Europe comes back online then earnings will continue to do quite well.

 Price:
$65.080
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY BULLISH
Owned:
Unknown
2013-05-15 TOP PICK National-Bank-of-Canada
NA-T 		David Baskin

All banks are down. Good quality blue chip stock with over a 4% dividend. Good growth prospects. All Canadian banks are an absolute BUY right now.

 Price:
$74.260
Subject:
NORTH AMERICAN - LARGE/MID CAP (GROWTH)
Bias:
UNKNOWN
Owned:
Yes
2013-05-14 TOP PICK Alamos-Gold-Inc
AGI-T 		Jon Case

Best in space, operating costs are cheaper than other companies, free cash flow. Estimated P/E Ratio is 18.85. Dividend is $.10 and yield is 1.38 %. It is one of the lowest all-in-costs in this space and has a great defensive name. May see $18-19 in next year.

 Price:
$14.410
Subject:
PRECIOUS METALS
Bias:
UNKNOWN
Owned:
Yes
2013-05-14 TOP PICK B2Gold-Corp-
BTO-T 		Jon Case

( Estimated P/E Ratio is 10.02) Likes the growth and the strong management. High operating costs but lower than senior gold stock companies. Great free flow cash. Internally funded growth is not reflected in its share price.

 Price:
$2.350
Subject:
PRECIOUS METALS
Bias:
UNKNOWN
Owned:
Yes
2013-05-14 TOP PICK Crocotta-Energy
CTA-T 		Joanne A. Hruska, CFA

Almost 10,000 barrels a day of production. Debt not out of control and have grown production. Management team is in their third go-around.

 Price:
$3.230
Subject:
ENERGY/RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2013-05-14 TOP PICK Enerplus-Corp
ERF-T 		Joanne A. Hruska, CFA

Story They were struggling for quite some time, market hated them, She met with them found that they had excellent valuation and new managment team, a turnaround in the making.  Stock went up after they bought, last week.

 Price:
$15.930
Subject:
ENERGY/RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2013-05-14 TOP PICK Gran-Tierra-Energy-Inc-
GTE-T 		Joanne A. Hruska, CFA

Has a wonderful valuation because everybody's hated it for a long time. They just had a discovery in Peru.

 Price:
$6.280
Subject:
ENERGY/RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2013-05-14 TOP PICK Osisko-Exploration-Ltd-
OSK-T 		Jon Case

(Estimated P/E Ratio: 14.95) Best name in this space. Ramping up production towards steady state. Cash costs are going down. Great potential.

 Price:
$4.290
Subject:
PRECIOUS METALS
Bias:
UNKNOWN
Owned:
Yes
2013-05-13 TOP PICK Allied-Properties-REIT
AP.UN-T 		Andy Nasr

Likes because of the development potential. Unique asset class.  Thinks the stock is currently undervalued.

 Price:
$34.020
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2013-05-13 TOP PICK Brookfield-Infrastucture-Partners
BIP.UN-T 		Andy Nasr

Consistantly increased their dividend. Good managment.  Just made some additional acquisitions which will go right to the bottom line.

 Price:
$38.150
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2013-05-13 TOP PICK Crescent-Point-Energy-Corp
CPG-T 		Zachary Curry

Experienced management team. Dividend above 7% They made a purchase in Utah that he feels will be  good growth for them.

 Price:
$38.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-13 TOP PICK Kinross-Gold
K-T 		Zachary Curry

Has new management team. New mines coming on, pretty good cash position. Management is being cautious. Down from 16 to 5.5 so buying now is fine.

 Price:
$5.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2013-05-13 TOP PICK Morguard-North-American-REIT
MRG.UN-T 		Zachary Curry

Management team, with real estate business. REIT is transitioning to move to the US. Rates will stay lower for longer.  A long term investment. Balance sheet in good shape.

 Price:
$11.340
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-05-13 TOP PICK Quebecor-Inc--B-
QBR.B-T 		Andy Nasr

Owns mobile and wireless media.  In two years will be able to produce a dividend, which will push the stock to near $70.

 Price:
$44.310
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2013-05-10 TOP PICK Aecon-Group-Inc
ARE-T 		Bruce Campbell

They are a bit lumpy.  They occasionally miss on a contract.  Stock took a hit because of a write off recently.  2.78% dividend.  Recurring revenues are growing.  You might get a multiple increase from it.

 Price:
$11.600
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2013-05-10 TOP PICK Crescent-Point-Energy-Corp
CPG-T 		Bruce Campbell

(Top Pick June 28/12, Up 10.52%) He finds it fairly compelling in value and the yield allows you to buy it and hold it.  Great production, raised guidance.  7.19%.  Would not be as excited if it were not for the yield because you have to buy it early.  Likes it.  It was a serial acquirer and that was everyone’s problem.  They have 10 years of places to drill. You get paid to wait.  They are hedged, too. 

 Price:
$38.380
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2013-05-10 TOP PICK Cenovus-Energy
CVE-T 		Bill Harris, CFA

Low cost producer.  Has refining also.  Most sensible, conservative way he can own oil in Western Canada.  It is 3% position for him.

 Price:
$30.270
Subject:
RESOURCE
Bias:
DEFENSIVE
Owned:
Yes
2013-05-10 TOP PICK Mosaic-Company--The-
MOS-N 		Bruce Campbell

Different than POT and AGU.  This one is a special situation.  It has phosphate which is his favourite nutrient.  12 times earnings.  $2.5 billion on the balance sheet.  Thinks they will buy back stock with the extra cash.

 Price:
$63.280
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2013-05-10 TOP PICK Sherritt-International-Corp-
S-T 		Bill Harris, CFA

Just sold his Sherritt bonds because they may restructure the company in a way that is not good for the bonds but is good for the stock.  The stock itself with almost 4% yield should give him 10% return. 

 Price:
$4.870
Subject:
RESOURCE
Bias:
DEFENSIVE
Owned:
Yes
2013-05-10 TOP PICK Yamana-Gold-Inc-
YRI-T 		Bill Harris, CFA

(Top Pick May 10/12, Down 12.86%) He has added back the half he sold earlier in the year.  It is now actually expensive.  It may go a little lower into the summer.  It has a growth profile going forward.

 Price:
$12.160
Subject:
RESOURCE
Bias:
DEFENSIVE
Owned:
Yes
2013-05-09 TOP PICK Home-Depot
HD-N 		David Burrows

Recovery in housing.  Were out of favour for a long period of time.  Restructured to come out the other side strong.  Rationalized locations, got very focused on financial metrics and bought back shares.  Raised dividend by 34%, strong cash flow.  Beneficiary of pent up demand in home improvement.

 Price:
$75.870
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-09 TOP PICK iShares-Dow-Jones-Real-Estate-E-T-F-
IYR-N 		Jon Vialoux

Seasonal strength does well until May 5th, so take advantage of weakness to get in ready for the summer strength.  Usually gains 7.1% over the summer.  3 out of 4 years.  Mix of real estate products.  Sell in September.

 Price:
$73.820
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Yes
2013-05-09 TOP PICK Johnson--and--Johnson
JNJ-N 		David Burrows

Pharma.  Sterling track record of growing cash flow over time.  8% compound growth rate in dividend over 10 years.  50% cash flow growth.  Pharma and consumer businesses are strong.  A little bit more expensive compared to past but worth it.

 Price:
$85.150
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-09 TOP PICK -SPDR-S-and-P-600-Small-Cap-E-T-F-
SLY-T 		Jon Vialoux

*Short*.  May and June are very negative for silver.  2.8%, usually.  It is very negative this year. A lot of negative setups.  He would short for May and June and then you get into a period of seasonal strength for Silver, so exit then.

 Price:
$0.000
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Yes
2013-05-09 TOP PICK Telus-Corp
T-T 		David Burrows

Earnings reported today and they raised the dividend again.  Has been talking about it for 4 years.  If the reasons to own it don’t change then it is ok to continue to buy it despite the fact that it is doing well.  22% compound annual growth over last 5 years.  Payout ratio is still low.  They will continue to raise dividend at least 10% for 3 years and will buy back shares.  No reason to exit this story.  Lots of people looking for a pullback to buy it.  He owns BCE as well, but prefers T-T.

 Price:
$37.170
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2013-05-09 TOP PICK BMO-Mid-Federal-Bond-Index
ZFM-T 		Jon Vialoux

You want to have a neutral portfolio for May and June, which is the most seasonally negative of the year.  May to October is the period of strength for bonds (where you go when you sell in May and go Away).  Hold through to October.

 Price:
$16.580
Subject:
TECHNICAL ANALYSIS
Bias:
SELECTIVE
Owned:
Yes
2013-05-08 TOP PICK Community-Health-Systems
CYH-N 		Gordon Reid

Play on aging demographics and on healthcare.  There are a lot of things that are right about this company.

 Price:
$46.100
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2013-05-08 TOP PICK Deere--and--Co-
DE-N 		Gordon Reid

South America will be a very good catalyst for them.  Crop insurance in the US helped the farmer.  50% farm equipment.

 Price:
$92.350
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2013-05-08 TOP PICK iShares-MSCI-Switzerland-ETF
EWL-N 		Hap (Robert) Sneddon FCSI

Has been very strong ranking in terms of all the countries.  A well diversified little portfolio that is supported by a traditionally strong economy.  It is a longer term investment, not a short term trade.  It is soft pegged to the Euro.

 Price:
$31.160
Subject:
TECHNICAL ANALYSIS
Bias:
DEFENSIVE
Owned:
Yes
2013-05-08 TOP PICK iShares-7-10yr-Tr--Bond-E-T-F-
IEF-N 		Hap (Robert) Sneddon FCSI

US Treasury.  US and Canada are not raising rates.  It has a base and we are going to have another run.  He is not buying it for the yield but for the growth.

 Price:
$107.960
Subject:
TECHNICAL ANALYSIS
Bias:
DEFENSIVE
Owned:
Yes
2013-05-08 TOP PICK Wellpont-Health-Networks
WLP-N 		Gordon Reid

People nervous about Obamacare makes it a good entry point for this one.  It has the size and scale to cope with some of the changing legislation.  2.01% yield. 

 Price:
$75.050
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2013-05-08 TOP PICK George-Weston-Ltd-
WN-T 		Hap (Robert) Sneddon FCSI

A stable business that has been growing.  Will run into resistance. The numbers are really good.  L-T is an alternative, but he already has WN.  They also have a war chest of cash that is not recognized by the market.

 Price:
$82.090
Subject:
TECHNICAL ANALYSIS
Bias:
DEFENSIVE
Owned:
Yes
2013-05-07 TOP PICK Chartwell-Seniors-Housing
CSH.UN-T 		Christine Poole

Demographics play in their favour. People are living longer and there is a low penetration of seniors moving into retirement communities. There is still operating leverage in this company. Yield of 4.71% and she thinks there will be room for a distribution increase by the end of the year.

 Price:
$11.550
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-05-07 TOP PICK Ivanplats-Ltd
IVP-T 		Rick Rule

(Top Pick Mar 5/13, Down 34.16%) Still likes it.  He has the courage of his convictions.  It is selling at a substantial discount to one of his deposits.  An absolute conviction buy.  Three world class deposits in one company.  Hold it for 2-3 years.  Likes the outlook for platinum and palladium.  The best discovery in that field for 80 years.  Really likes management.

 Price:
$2.660
Subject:
PRECIOUS METALS
Bias:
SELECTIVE
Owned:
Yes
2013-05-07 TOP PICK Royal-Bank
RY-T 		Christine Poole

Has a strong presence in the personal and commercial lending markets. Thinks the concerns about a Canadian housing crash is overdone. 60% of the market portfolio is insured by CMHC. The remaining 40% has a loan to value ratio below 50% so there is a lot of cushion built in. Attractive PE of 11 times. Yield of 4.09% and she expects this to increase as earnings grow.

 Price:
$61.710
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-05-07 TOP PICK Uranium-Participation-Corp-
U-T 		Rick Rule

It’s time to get into uranium.  Industry needs $80.  This gives access to Uranium market without risk of corporate performance.   Just a warehouse full of uranium.

 Price:
$4.900
Subject:
PRECIOUS METALS
Bias:
SELECTIVE
Owned:
Yes
2013-05-07 TOP PICK United-Technologies
UTX-N 		Christine Poole

2012 was kind of a transition year for them. They bought Goodrich so they were digesting that. Expects synergies will come through for this sometime this year. There has been an improvement for Otis elevators in China. Yield of 2.28%.

 Price:
$93.870
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2013-05-07 TOP PICK Virginia-Mines-Inc-
VGQ-T 		Rick Rule

Superb balance sheet.  Very disciplined team.  Can take advantage of distress in the market.  Can take advantage of other people’s mistakes. 

 Price:
$9.350
Subject:
PRECIOUS METALS
Bias:
SELECTIVE
Owned:
Yes
2013-05-06 TOP PICK A-Comment----General-Comments-From-an-Expert
A Commentary 		Ben Cheng

Algeco Scotsman 10.74% 10/15/2019.  Modular building space.  Works with mining camps, oil and gas sites, and government buildings.  Very well established company throwing off a ton of free cash flow.  There is no stock.  Well diversified.  Western and Eastern European companies.

 Price:
$0.020
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2013-05-06 TOP PICK A-Comment----General-Comments-From-an-Expert
A Commentary 		Hank Cunningham

Reliance LP 4.574% maturing March 15/17. Have performed well and he thinks they will continue to produce positive returns.

 Price:
$0.020
Subject:
FIXED INCOME
Bias:
BEARISH on BONDS
Owned:
Yes
2013-05-06 TOP PICK Allstate
ALL-N 		Ben Cheng

Pricing for premiums became firm because of Sandy.  Expects increases in premiums of 6-8% every year for 3-5 years and this will transfer to the bottom line.  2% dividend with room to grow.

 Price:
$49.100
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2013-05-06 TOP PICK BCE-Inc-
BCE-T 		Hank Cunningham

3.35% bonds maturing June 18/19. As these bonds get closer to maturity, the yields will tighten and spreads will tighten and you get a positive performance, assuming that the yield curve stays positive.

 Price:
$47.340
Subject:
FIXED INCOME
Bias:
BEARISH on BONDS
Owned:
Yes
2013-05-06 TOP PICK CubeSmart
CUBE-N 		Ben Cheng

Consolidator of storage facilities.  Management team has done an excellent job of bringing storage space into the 20th century.  A buy today.  2.5% dividend.  Sees 50% increase in dividend and 20% increase in stock price.

 Price:
$17.430
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2013-05-06 TOP PICK H-and-R-Real-Estate-Inv-Trust
HR.UN-T 		Hank Cunningham

5% maturing December 1/18. Likes the REIT sector.

 Price:
$24.650
Subject:
FIXED INCOME
Bias:
BEARISH on BONDS
Owned:
Yes
2013-05-03 TOP PICK Baytex-Energy-Corp
BTE-T 		Michele Robitaille

Very high quality name. Still under pressure from oil differentials but is of the opinion that although. they will continue to be volatile in the near-term, they’ll gradually come in to normalized levels of 18%-22%. Have their own trucking operations and hedge a fair amount of their production, either through physical hedges or through real capacity. Expected long-term annual growth of 8%. Yield of 6.51%.

 Price:
$40.630
Subject:
DIVIDENDS & REITS
Bias:
CAUTIOUS
Owned:
Yes
2013-05-03 TOP PICK First-Capital-Realty
FCR-T 		Keith Richards

Is one of the safest.  4.5% yield.  Very low beta.  Great uptrend.  Likes the stock for this environment.

 Price:
$19.420
Subject:
TECHNICAL ANALYSIS
Bias:
DEFENSIVE
Owned:
Yes
2013-05-03 TOP PICK Horizons-Auspice-Managed-ETF
HMF-T 		Keith Richards

(Top Pick Apr 5/13, Flat) It does not correlate to the stock market, negatively or positively.  When you are shy about what the markets will do, you can own this.  Trades about 20 futures contracts, long or short.  They are trend followers.

 Price:
$9.520
Subject:
TECHNICAL ANALYSIS
Bias:
DEFENSIVE
Owned:
Yes
2013-05-03 TOP PICK Intact-Financial
IFC-T 		Michele Robitaille

Big player in auto insurance along with home insurance and small business. That tie gives them a lot of growth drivers so they can manage their business. Have preferred vendor relationships with a lot of the car repair shops. Profitability is amongst the highest in auto insurers in Ontario. Dividend yield of 2.89%.

 Price:
$61.300
Subject:
DIVIDENDS & REITS
Bias:
CAUTIOUS
Owned:
Yes
2013-05-03 TOP PICK Toronto-Dominion
TD-T 		Michele Robitaille

One of the premier banks in Canada. Trading at an inline market multiple, which it doesn’t deserve. US exposure is definitely a positive and expects there will be strong growth there. As they grow their loan book, expect they’ll get good results out of that. There is concern that they will make a big acquisition of Citizens (CIA-N) but CEO has made it very clear this is something they are not looking at. Yield of 3.9%.

 Price:
$82.740
Subject:
DIVIDENDS & REITS
Bias:
CAUTIOUS
Owned:
Yes
2013-05-03 TOP PICK iShares-20-and--yr-Tr--Bond-ETF
TLT-N 		Keith Richards

Treasuries tend to move well over the summer.  This is the time of year to look at this.  It is a trade for a few months. 

 Price:
$120.930
Subject:
TECHNICAL ANALYSIS
Bias:
DEFENSIVE
Owned:
No
2013-05-02 TOP PICK Companhia-de-Bebidas-das-Amer-
ABV-N 		Rick Stuchberry

The beer company that has 70% of Brazilian market, and Labbatts in Canada.  Good dividend.  World Cup and Olympics coming to Brazil.  Dividend is quite safe at 2.3%.  They pay special dividends that bring it closer to 4%.

 Price:
$40.580
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
SELECTIVE
Owned:
Yes
2013-05-02 TOP PICK Alaris-Royalty
AD-T 		Alex Ruus

They find really good non-resource private companies that are looking for financing and get a royalty stream off the company. A leader in the market and have a great track record of investing in great deals. Had a pull back from its highs of 2 months ago which he thinks is unwarranted. 4.56 % dividend.

 Price:
$27.640
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-05-02 TOP PICK Altagas-Ltd
ALA-T 		Rick Stuchberry

Dividend is quite safe.  Company has 3 parts.  Utility and power parts have long term contracts.  Gas part has some real growth potential.  Thinks it can grow 10% a year.  4% yield.

 Price:
$37.510
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
SELECTIVE
Owned:
Yes
2013-05-02 TOP PICK HSBC-Holdings-P-L-C
HBC-N 		Rick Stuchberry

Looking for good yield with growth.  5% yield.  55% of revenue is from developing markets.  Canadian banks are trading at all time highs. 

 Price:
$55.300
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
SELECTIVE
Owned:
Yes
2013-05-02 TOP PICK Magna-Int'l---A-
MG-T 		Alex Ruus

Even though it is at a 52-week high, he would still be a buyer. Trades at 8.5X projected earnings for 2014. Number 4 auto-parts company in the world. Have a phenomenal manufacturing culture. Yield of 2.16%.

 Price:
$60.860
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-05-02 TOP PICK Philip-Morris-International
PM-N 		Alex Ruus

World’s largest, most successful tobacco company. Great free cash flow business. Undervalued. Yield of 3.58%.

 Price:
$95.010
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-05-01 TOP PICK Aflac-Inc
AFL-N 		Mike S. Newton, CIM FCSI

Provides supplemental health/life insurance in Japan and US. Valuations are quite good. About 80% of their business is from Japan. However, the 20% they have in the US is a real opportunity because corporations are downloading the benefits packages. Anything you want extra and above a very basic benefits package of a large corporation, you are going to have to go to something like this to get it. Yield of 2.55%.

 Price:
$54.380
Subject:
NORTH AMERICAN & ETFs
Bias:
BULLISH
Owned:
Yes
2013-05-01 TOP PICK American-Express
AXP-N 		Mike S. Newton, CIM FCSI

Have a lot of the credit concerns behind them. Theoretically they are dealing in the wealthier segment of the market. In the last 4 years, the have spent any excess capital into their technology. Thinks they are going to make some really big strides in mobile payments, digital processing and that whole area. Yield of 1.34%.

 Price:
$68.280
Subject:
NORTH AMERICAN & ETFs
Bias:
BULLISH
Owned:
Yes
2013-05-01 TOP PICK WisdTr-Japan-Total-Div-E-T-F-
DXJ-N 		Mike S. Newton, CIM FCSI

Yen is going to keep depreciating so you want to make sure you are buying a vehicle that hedges you back to the US$. He believes the US$ will go up against the Cdn$. This could arguably be the 3rd big rebirth of Japan, at least in the media and certainly in the equity market. The QE (quantitative easing) that they’ve just launched will sop up about 70% of all bond issuance and force the Japanese investors into equities, real estate, etc.

 Price:
$46.870
Subject:
NORTH AMERICAN & ETFs
Bias:
BULLISH
Owned:
Yes
2013-05-01 TOP PICK iShares-7-10yr-Tr--Bond-E-T-F-
IEF-N 		Brooke Thackray

Seasonally from May 6 to October 3 is significant. This has produced 14.8% returns from 1999 and has been up 77% of the time. This is when bonds do well. Looking to get into this position shortly.

 Price:
$109.050
Subject:
SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2013-05-01 TOP PICK iShares-1-3-yr-Tr--Bond-E-T-F-
SHY-N 		Brooke Thackray

This is really just about creating a pool of cash and being able to draw on it when opportunities come up. You can trade back and forth.

 Price:
$84.510
Subject:
SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2013-05-01 TOP PICK SPDR-Consumer-Staples-ETF
XLP-N 		Brooke Thackray

This is a strong trade for the summer months as people are looking to be defensive. Good place to be hiding for the summer.

 Price:
$40.900
Subject:
SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2013-04-30 TOP PICK Yushiro-Chemical
5013-JP 		Lorne Steinberg

This is a niche Japanese engineering company. They specialize in chemicals and fluids for metalworking. Things we never think about that are intermediate parts of the manufacturing process. Trading at a steep discount to tangible book value. With the decline in the Japanese yen, this company’s earnings are already starting to rise in a huge way and there could be a doubling of earnings in the next 3 years.

 Price:
$0.000
Subject:
VALUE STOCKS & HIGH YIELD BONDS
Bias:
BULLISH on FOREIGN
Owned:
Yes
2013-04-30 TOP PICK Alcoa
AA-N 		Lorne Steinberg

One of the world’s low cost aluminum producers. Aluminum is a growth metal because it is light, therefore every new generation of automobiles and planes that are trying to get more fuel efficient end up using more aluminum. The US is going to go through a change with more efficient automobile legislation so there will be a big increase in demand. You have to buy this one when it is not making money and sell it when it looks cheap because it is selling at a low PE. It may take a couple of years.

 Price:
$8.500
Subject:
VALUE STOCKS & HIGH YIELD BONDS
Bias:
BULLISH on FOREIGN
Owned:
Yes
2013-04-30 TOP PICK DeeThree-Exploration
DTX-T 		Martin Davies

Found a very large new resource in the Alberta Bakken. Management has done extraordinarily well and have taken to buying some other assets that were underexploited and have knocked the ball out of the park in development wells. $12 in 12 months.

 Price:
$7.840
Subject:
CANADIAN ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2013-04-30 TOP PICK Gibson-Energy
GEI-T 		Martin Davies

Likes infrastructure plays (midstream assets). $3 billion market cap. IPO’d in June/11. Does some extraordinarily valuable things making sure that oil is terminaled and transported. It is a prime beneficiary of the railing movement of oil through Canada. Huge trucking fleet and has a lot of pipelines and other storage units. Company is investing a tremendous amount back into their business. Jumped the dividend 3 times in the last 18 months. 4.22% dividend yield.

 Price:
$26.250
Subject:
CANADIAN ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2013-04-30 TOP PICK Joy-Global-Inc-
JOY-N 		Lorne Steinberg

In a duopoly business of companies that manufacture mining equipment, especially in the coal industry. Coal industry is lousy in North America but this is a big global business and will be a huge beneficiary as China and India have a huge number of coal generated electricity plants coming on stream. Not expensive at 9 or 10 times earnings. Earnings will be down somewhat this year, but not in a huge way. Generating a lot of free cash flow and will pay down debt that they incurred from some acquisitions. Should be big dividend increases in the next few years and significant earnings growth over the cycle. Expects it to double in 3-5 years.

 Price:
$56.520
Subject:
VALUE STOCKS & HIGH YIELD BONDS
Bias:
BULLISH on FOREIGN
Owned:
Yes
2013-04-30 TOP PICK Suncor-Energy-Inc
SU-T 		Martin Davies

Had a joint venture with Total (TOT-N) and both companies decided that the new upgrader was not going to go ahead and it looks like that was the right decision. Recently restated good oil sands production growth of over 4%. Also, just announced an increase in their quarterly dividend. Yield of 2.58%. Sees it  at over $40 in 12 months.

 Price:
$31.410
Subject:
CANADIAN ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2013-04-29 TOP PICK Bellatrix-Exploration-Ltd-
BXE-T 		Brian Huen

Loves cash flow and potential catalyst given their tremendous resource base.  Cheap given the growth they have (40%).  Best in class production costs.  Can expand resource and growth even more.  Catalysts are also joint ventures.  They are particularly important for this company.

 Price:
$6.210
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH
Owned:
Yes
2013-04-29 TOP PICK Dundee-Corp---A-
DC.A-T 		John Wilson

In a world where we are a bit worried about fundamentals for the market for growth, this is one where the catalysts are releasing asset values. Have filed documents to distribute their 50% interest in Dream Ltd to shareholders, which will happen in the next couple of months. This surfaces a lot of value.

 Price:
$37.490
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-04-29 TOP PICK Market-Vectors-Jr-Gold-Miners-ETF
GDXJ-N 		Brian Huen

SHORT: A basket of junior gold names (75). Less than half of them have more than 10% of the market cap in cash.  Most will never be built and will run out of cash and that is what makes it an attractive short.  Uses as a hedge against gold positions.  He would also get out of an additional position if he sees a lot of momentum this one.

 Price:
$12.640
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH
Owned:
Yes
2013-04-29 TOP PICK IGM-Financial-Inc-
IGM-T 		Brian Huen

Likes the dividend yield and the cash flow being generated.  Cheaper than number one in Canada (AGF) – valuation discrepancy.  Positive trends in cash flow and growth.  Expects continued good performance.  2.6 times book value. 

 Price:
$44.690
Subject:
MATERIALS, CONSUMERS & RISK-ARBITRAGE
Bias:
BULLISH
Owned:
Yes
2013-04-29 TOP PICK Vodafone-Group-PLC
VOD-Q 		John Wilson

(A Top Pick March 19/13. Up 7.98%.) Owns large wireless operators in the UK, Germany, France, Spain, India, Africa. If they were to get the value for Verizon (VZ-N), you are paying 1 or 2 times earnings for those assets. He can see $5-$10 of more value in the stock price. Yield of 3.39%.

 Price:
$30.590
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-04-29 TOP PICK Yum!-Brands
YUM-N 		John Wilson

SHORT: Had a number of problems. They run Kentucky Fried Chicken (KFC) in China which is about half of their operating income. First they ran into problems with the quality of their chickens which turned people off from their brand. This was then followed by the avian flu. An expensive stock at about 22X earnings. Yield of 1.98%.

 Price:
$67.600
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2013-04-26 TOP PICK Barrick-Gold
ABX-T 		Michael Sprung

Trading like it is a broken company. People are focusing on Pascua-Lama right now where production has been held up. Even if you took this asset out entirely, the NAV of this company would still be in excess of $25. This is an opportunity to buy a stock that is trading at somewhat ridiculous multiples. Yield of 4.22%.

 Price:
$18.810
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-04-26 TOP PICK Bank-of-Nova-Scotia
BNS-T 		Michael Sprung

Likes their diversification including their international exposure. Has always been the most conservative in terms of how they handle credit to companies. Superbly managed. Selling at a reasonable multiple. 4.23% yield and trading at about 11X earnings.

 Price:
$56.900
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-04-26 TOP PICK Encana-Corp
ECA-T 		Michael Sprung

We have seen some recovery in natural gas prices recently. 3rd largest natural gas producer in North America and selling at a fairly compelling valuation. Dividend yield of 4.37%. Sells at a discount to peers, but holds key emerging plays.

 Price:
$18.790
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2013-04-26 TOP PICK Goldcorp-Inc
G-T 		Jaime Carrasco

Very well-positioned going forward. Great balance sheet, great management and good properties. There should be pretty good production uptake.

 Price:
$29.290
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
Yes
2013-04-26 TOP PICK Northland-Power-Inc
NPI-T 		Jaime Carrasco

He likes that management owns about 30% of the company. Renewable energy and well distributed. Natural gas, Hydro and wind. Current yield is 5.6%.

 Price:
$18.910
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
Yes
2013-04-26 TOP PICK Pembina-Pipeline-Corp
PPL-T 		Jaime Carrasco

Pipelines have become monopolies and can control the markets. 5% yield.

 Price:
$32.240
Subject:
ENERGY, MATERIALS, UTILITIES & REITS
Bias:
BULLISH on GOLD
Owned:
Yes
2013-04-25 TOP PICK Bank-of-America
BAC-N 		Paul Harris, CFA

This is a company where people have not seen the restructuring that has gone on.  Below tangible book value.  Has some really good capital and really core businesses.  Tailwinds from lawsuits are disappearing.  Thinks dividends will be 1.5% next year.  They are buying back shares.  Non-performing loans are coming down.

 Price:
$12.440
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2013-04-25 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T 		Paul Harris, CFA

It trades around net asset value.  Likes to own it since it owns all the other parts.  He has always owned this part of the asset.  Thinks it is a well run company.  Infrastructure, power and property businesses.  Can buy assets very, very cheap.

 Price:
$38.360
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2013-04-25 TOP PICK Davis-and-Henderson
DH-T 		Paul Harris, CFA

Substantial revenue from cheques (40%).  They do financial technology including credit cards.  Nice yield but not paying out much of its cash flow.  Room to increase dividend.  Made some acquisitions and getting rid of the non-core parts of the acquired company.  5.74% dividend.  They can go and buy bolt-on acquisitions.  Growth will come from credit cards.  It’s growing nicely.

 Price:
$22.390
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2013-04-25 TOP PICK Vanguard-Large-Cap-ETF
VV-N 		John Hood

660 stocks vs. the 500 in the S&P.  Look at it because of the cost which is much lower than everyone else. 

 Price:
$72.650
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US MARKET
Owned:
Yes
2013-04-25 TOP PICK iUnits-S-and-P/TSX-60-ETF
XIU-T 		John Hood

He has been holding off a little bit.  He wants to see where this market is going.  29% is banks.

 Price:
$17.660
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US MARKET
Owned:
Yes
2013-04-25 TOP PICK BMO-Covered-Call-Cdn-Banks-ETF
ZWB-T 		John Hood

Mitigating risk on the Canadian banking sector.  Only half is covered calls.

 Price:
$14.470
Subject:
OPTIONS & ETFs
Bias:
BULLISH on US MARKET
Owned:
Yes
2013-04-24 TOP PICK MTR-Corporation-Limited-
0066-HK 		Darren Sissons

Hong Kong rail company. Core operations are running a subway, but because of the density of Hong Kong it owns the subway stations and the retail operations which they charge rent. Very attractive growing dividend. Has 2 operations in China as well as management contracts in Sweden, Australia and the UK. Dividend yield of 2.53%.

 Price:
$0.000
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2013-04-24 TOP PICK BP-PLC
BP-N 		Darren Sissons

This company is on sale. Has a big litigation overhang. Had to sell off some assets and build a provision for the liability. Once the liability is removed, likely this year, stock should move higher. Recently sold off their Russian assets and rolled the majority of the proceeds into Rosniv (?), a substantial Russian oil company. With the balance of their $8 billion they are going to buy back shares and he sees some lift there. 5.13% dividend yield.

 Price:
$42.080
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2013-04-24 TOP PICK Kuehne--and--Nagel-Intl-
KNIN-VX 		Darren Sissons

They move products and support groups that want to do importing across the border. Assist in air, sea and rail. Very attractive dividend and a very strong balance sheet. Have $1 billion in cash and $29 million of debt. Typically grows at a multiple of GDP. Good yield of 3.31%.

 Price:
$0.000
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2013-04-24 TOP PICK Qualcom
QCOM-Q 		Rob McConnachie

Market leading tablet chip supplier for the smart phone and tablet markets. Should be able to keep pace with the growth in the tablet and smart phone markets, which are both gaining market share so it has great strong secular tailwinds behind it. Yield of 2.11%.

 Price:
$66.000
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
BULLISH on US MARKET
Owned:
Yes
2013-04-24 TOP PICK Ritchie-Bros-Auctioneers-Inc-
RBA-T 		Rob McConnachie

This one has gone sideways for about the past 5 years. Although there are no barriers to entrance into their business, they are the largest auctioneer of industrial equipment globally. Thinks they are larger than the next 50 competitors combined. There is about $200 billion of used equipment that transacts every year but they only have about a 2% market share. This gives them a tremendous run way for growth. Just finished a CapX program to build a lot more permanent auction sites so they can now focus on filling those sites and he can see double digit earnings, cash flow and dividend growth. Yield of 2.47%.

 Price:
$20.590
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
BULLISH on US MARKET
Owned:
Yes
2013-04-24 TOP PICK Visa-Inc-
V-N 		Rob McConnachie

Great, strong secular trend towards electronic payments, both debit and credit. They don’t have credit risks; it’s the banks that take all the credit risks. They just charge a fee to process the transaction. Dividend yield of 0.79%.

 Price:
$167.060
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
BULLISH on US MARKET
Owned:
Yes
Showing 1 to 120 of 17,989 entries
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