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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-08-29 TOP PICK Delphi-Energy-Corp.
DEE-T
Robert McWhirter

Oil/gas. They are using technology to dramatically improve production. They typically use water fracing, but are now using slick water fracing, which claims 5X more water and 2X more sand into the same size hole. That creates larger cracks giving 3X the amount of production. Payback is less than a year. Trades at a premium of 41% this year and 27% next year. However, looking at what analysts are forecasting for their growth, it is 77% growth in cash flow this year, 4X faster than a typical oil/gas company and 2X faster in 2015.

Price:
$4.530
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2014-08-29 TOP PICK Onex-Corp
OCX-T
Jennifer Radman

Have done a lot of work in the last couple of years to focus investors on the fact that they actually manage money and have done a good job of it. They now have about 50% of their value in cash. Have the ability to reach their growth target of 15% annually. A decent entry point of 10% premium to their NAV now. Yield of 0.31%.

Price:
$63.310
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-29 TOP PICK Parkland-Fuel-Corp
PKI-T
Jennifer Radman

She is looking for 2 catalysts over the next year or so. Stock sold off quite sharply this quarter. Management is committed to $200 million for this year, with part of it set aside for an acquisition. Doing the math, this could be a sizable acquisition. Also, with their Suncor (SU-T) contract, refining margins have come off, which lessens the volatility of the earnings. Yield of 5.15%.

Price:
$20.670
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-29 TOP PICK Prometic-Life-Sciences-Inc.
PLI-T
Robert McWhirter

Have an interesting drug PBI450. They basically do proprietary filtering. Could climb 80% in the next 12 months.

Price:
$1.480
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2014-08-29 TOP PICK Questor-technology
QST-X
Robert McWhirter

Incinerators. There is an advantage from an environmental as well as a legislative viewpoint. Earnings were up 58%, and the cash flow was up 112%. Earnings are expected to grow really well. Thinks it will do really well over the coming 12 months.

Price:
$4.320
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2014-08-29 TOP PICK Varian-Medical-Systems
VAR-N
Jennifer Radman

Manufacture radiation therapy machines. One of the cheapest in healthcare equipment. Have been affected by the delays of big-ticket purchases. The trend for cancer is not going away, so the replacement equipment is needed both in the US and overseas.

Price:
$85.020
Subject:
US LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-28 TOP PICK BB-and-T-Corp.
BBT-N
Darren Sissons

Regional bank, south west US.  Commercial, residential.  Good risk management.  A good story long term.  only 12% above book value.  2.6% dividend.

Price:
$37.180
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-28 TOP PICK BP-PLC
BP-N
Darren Sissons

It was on sale because of the Gulf fiasco.  They started to recover from that, then they sold a major asset and now there is the Ukraine situation.  He thinks it will go higher.  Has an attractive dividend.  It has a substantial exposure to Russia.

Price:
$47.920
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-28 TOP PICK Littelfuse-Inc.
LFUS-Q
Don Lato

This company makes circuit breakers. Not his cheapest in his portfolio at 18-19 times earnings. They serve the automotive and consumer electronics industry. Cars have more and more electronic components and consumers are buying more and more electronics. Yield of 1.09%.

Price:
$91.980
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-28 TOP PICK Parex-Resources-Inc.
PXT-T
Don Lato

Had a little bit of a selloff in the last 6 weeks or so and is down about 10% from its highs. Part of that he thinks is related to the fact that they have called in their convertible debenture. Trading at about 4X cash flow. A Colombian oil/gas play. Had extremely great success in growing their production. Exited 2013 with under 16,000 barrels a day and that number will be 27,000 this year.

Price:
$13.950
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-28 TOP PICK Unilever-PLC
UL-N
Darren Sissons

Outside North America this is what you grow up on.  Emerging markets have slowed and developed markets have recovered.  This is a dividend increasing story.  They buy back shares as well.  3.7% dividend.

Price:
$43.880
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-28 TOP PICK Walgreen-Co
WAG-N
Don Lato

They decided not to go with the tax inversion and this is now a buying opportunity. Trading at about 16.5X next year’s August earnings. Great franchise with room to grow; particularly now with Alliance that is going to join the fold this fall. Their buying power is going to be enormous. Yield of 2.23%. $71 is very easily attainable.

Price:
$60.470
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-27 TOP PICK Fortis-Inc.
FTS-T
Hap (Robert) Sneddon FCSI

(A Top Pick Sept 18/13. Up 12.23%.) He expects it will come back to the $32.75 range and test a breakout. Really good dividend and an excellent balance sheet. 90% of its business is regulated. He has a $40 target on this one.

Price:
$33.310
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-27 TOP PICK Guestlogix
GXI-T
Bruce Campbell (2)

In the business basically of payment processing. Have a large market share of most of the North American airlines and globally. Every time you use your credit card to buy something on the airlines, they get a tiny piece. Have had 6 quarters in a row of record revenue. They are starting to see the EBITDA drop to the bottom line and we will start to see earnings drop to the bottom line. Street is getting a little uneasy and wants things to happen a little faster. We are going to see a blowout quarter either this quarter or next; it is just a matter of when. This is going to get a valuation bump.

Price:
$1.190
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-08-27 TOP PICK Pine-Cliff-Energy
PNE-X
Bruce Campbell (2)

This company buys assets that are out of favour. Made a number of inexpensive acquisitions in just the last little while and they have been cash flow positive. Their producing properties have a very low decline rate with strong cash flow. Did two big acquisitions in the last 3 months and their pipeline is busier than ever. Strong balance sheet with a strong cash flow to pay down debt.

Price:
$2.010
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-08-27 TOP PICK Pembina-Pipeline-Corp
PPL-T
Hap (Robert) Sneddon FCSI

Reported earnings recently and beat the average consensus by 10%. It is in the right space of energy infrastructure. A quasi-utility. Expecting distributions to rise through 2015. Have $5 billion in secured growth and another $2 million that is expected. Dividend yield of 3.51%.

Price:
$49.610
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-27 TOP PICK Petrowest-Corp
PRW-T
Bruce Campbell (2)

This is really in the hub of the whole LNG oil service, and also the Site C dam project in BC. Management has advised that if they have a part of the Site C project, it would double their business. They provide construction services to the oil patch and have the largest fleet of Yellow Iron, large Caterpillar trucks, graders, etc. Pretty much at full capacity right now and have just made a couple of more acquisitions in the last week. Did a capital raise that was in such demand that it was 2X oversubscribed. Q2 results were slightly ahead of expectations and Q3 should blowout the quarter.

Price:
$1.290
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-08-27 TOP PICK iShares-S-and-P-TSX-Global-Gold
XGD-T
Hap (Robert) Sneddon FCSI

When you are concerned about the big differences between the best people that can execute or a wildcard coming out of the blue, you’re better off buying a basket. Chart is showing higher lows. Chart indicates that there could be a little bit of downside. Looking for a bit of resistance above $13.40, but if it gets above that, he would be inclined to add to that significantly.

Price:
$12.300
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-26 TOP PICK AgJunction-Inc
AJX-T
Benj Gallander

(A Top Pick Aug 12/13. Down 27.27%.) Not dealing well with the slowdown in the agricultural sector. Revenues went down to 37% over the past year. New management has been very transparent. His Initial Sell Target is $3.49. Even with the drop in revenues, they only lost about $600,000 because they cut a lot of workers from about 270 to 170. They are very, very diligent on expenses.

Price:
$0.730
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2014-08-26 TOP PICK Capstone-Infrastructure
CSE-T
Benj Gallander

Bought this because he thought they would come to an agreement with the Ontario power Authority for their Cardinal cogeneration plant. They got a 20 year agreement, but he still doesn’t know how good it is. It is going to hinder their cash flow. Payout ratio is about 60%, and because of the cash flow drop, it could go over 100%. Increasing things in their Bristol water plant in the UK which is developing well. Management is becoming smarter over time. There are companies being taken over in this field right now and infrastructure is reasonably hot. Initial Sell Target is $8.74. Dividend yield of 6.77%.

Price:
$4.440
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2014-08-26 TOP PICK Cenovus-Energy
CVE-T
Michael Sprung

We are going to see them going from about 270,000 barrels a day to over 300,000 in the next couple of years. They have a target of over 500,000 in 2020-2021. The growth profile is never guaranteed, but they have already identified projects where this could come to light. They have not really participated with the other oil companies in the energy boom. He sees earnings going well over $2-$2.20 in the next year or two. Yield of 3.13%.

Price:
$34.010
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-26 TOP PICK Fortis-Inc.
FTS-T
Michael Sprung

They completed the acquisition of UTS in the US ahead of schedule. This is a real company changing acquisition. Has increased the size of the company. Feels that people are not really seeing how substantial this is going to be over the next couple of years. Expects earnings to go through the $2 level for the next few years. Dividend yield of 3.86%.

Price:
$33.180
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-26 TOP PICK Harmony-Gold-Mining-Co-Ltd
HMY-N
Benj Gallander

Based in South Africa where there are a lot of problems. There is a union that is very, very difficult, and which is looking at targeting the gold sector. This company has had a few deaths at their mines, which does not bode well. Also, gold prices have certainly hurt them. He really likes the management, which is very conservative. Eliminated the dividend, but when things get better, the dividend will get back in place. Recently showed a loss because they took a write-down on one mine. There would have been a slight profit if they had not done that. This pick is very contrarian from both a geographic perspective and the price of gold. His Initial Sell Target is $16.14.

Price:
$2.960
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2014-08-26 TOP PICK Stuart-Olson-Inc
SOX-T
Michael Sprung

A number of years ago they acquired a company that had a number of fixed price contracts that really went over budget and punished the company. Those are finally being worked through and are now sitting with a record backlog. As that backlog develops, he expects the margins are going to go up. Thinks we can see significant appreciation on this. Dividend yield of 4.71%.

Price:
$10.200
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-25 TOP PICK CASH
CASH
Eric Nuttall

September usually offers opportunities.  He is in 32% cash.

Price:
$0.010
Subject:
OIL & GAS
Bias:
SELECTIVE
Owned:
Yes
2014-08-25 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Peter Brieger

(A Top Pick Aug 27/13. Up 24.72%.) 6.2% dividend yield. Have continuously bought land, which is highly prospective. Essentially, the recovery rate for the Bakken type wells that they drill is 15%-20%. 20%-30% for a normal conventional well. There are 750 wells that they think they can use their water flood and production liner techniques to enhance the recovery and get it up to 20%, maybe higher. They have an inventory of 7650 wells going forward, to which they can apply these techniques. $53 would be a reasonable estimate. Yield of 6.17%.

Price:
$44.700
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-25 TOP PICK Precision-Drilling
PD-T
Peter Brieger

Largest driller in Western Canada and 4th largest onshore driller in the US. It is expanding beyond those borders. On a macro basis, he likes the energy field, and because of the outlook for global growth we will see more drilling and more activity in the various oil areas. Recently did a deal with Schlumberger (SLB-N) where they will use their technical expertise and marketing assistance to reach a broader list of customers in the US. He sees a 40%-50% gain at least, over the next year or so. Yields of 1.84%.

Price:
$13.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-25 TOP PICK Panterra-Resource
PRC-X
Eric Nuttall

It is a very new company   It is a high risk name.  One of the few remaining management teams experienced in the foot hills of Alberta.  Not a lot of predictions of production forecasts.  They are just waiting on drilling permits over the next three months.  Expects them to do more deals.  Give them the next year.

Price:
$0.330
Subject:
OIL & GAS
Bias:
SELECTIVE
Owned:
Yes
2014-08-25 TOP PICK Royal-Bank
RY-T
Peter Brieger

Likes the earnings report that they came out with last Friday. A global leader. They’ve laid out a game plan where 50% of the business should be domestic and 50% should be global. Also, 50% should be in wealth management and 50% in other traditional banking areas. That sets a model for other banks. Yield of 3.7%.

Price:
$80.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-25 TOP PICK Tourmaline-Oil-Corp
TOU-T
Eric Nuttall

(Top Pick Aug 19/13, Up 34.01%) One of his largest holdings.  They have a huge amount of acreage and the well results keep getting better and better and better.  Great management teams can identify great acreage.  Confident they will formalize a 20 rig program for next year.  Huge inside ownership.  Coming catalysts.

Price:
$54.100
Subject:
OIL & GAS
Bias:
SELECTIVE
Owned:
Yes
2014-08-22 TOP PICK Cardinal-Energy-Ltd
CJ-T
Jeff Young

Medium to heavy oil. This is a smaller and newer company, but one that is set up very well for the dividend plus growth model. Have no debt, which is unique for an oil/gas company. They focus on very, very low decline rate oil properties. Thinks their decline rate is around 13%, whereas the majority of the dividend oil/gas players is around 25%-30%. Having no debt makes them much more able to go through a downturn. Yield of 4.33%.

Price:
$19.420
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2014-08-22 TOP PICK 1stTr-ISE-Natural-Gas-E.T.F.
FCG-N
Don Vialoux

The price of Nat Gas has been flat the last 8 weeks.  A break above $4.02 would complete the pattern.  Until the third week in December the price goes higher for Nat Gas stocks.  This is an ETF of gassy stocks.  We aren`t at the end of August yet, but we are awfully close.

Price:
$20.380
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2014-08-22 TOP PICK Manulife-Financial
MFC-T
Jeff Young

In terms of valuation versus growth prospects, he feels this is a better option over Sun Life (SLF-T). It’s a very encouraging sign that they have raised their dividend. This means they are comfortable with their business outlook and their capital position. Yield of 2.79%.

Price:
$22.190
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2014-08-22 TOP PICK Peyto-Exploration--and--Develop.
PEY-T
Jeff Young

Very high quality company and basically the low cost producer in Western Canada. There has been a little check back in the price of gas, which we don’t normally get. This is one you typically buy on pullbacks. Good dividend per share growth. All their lines are very concentrated and they own the infrastructure along with the land, so they have the ability to participate in the upside, but it takes longer for natural gas to work out. A low cost producer so can survive the downturns. Could see this at $45 with stronger gas prices in the winter.

Price:
$37.050
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2014-08-22 TOP PICK Global-X-Fertilizers-ETF
SOIL-N
Don Vialoux

Not doing well until now, but forming a base.  Grain prices are showing signs of bottoming.  Ag stocks are also showing signs of bottoming.  Around this time of year they go up sharply.  Keep an eye on it and get out when it`s done.

Price:
$11.650
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2014-08-22 TOP PICK Global-X-Uranium-ETF
URA-N
Don Vialoux

Special for retail investors.  Around this time of year it will start to outperform the market.  Technicals are just starting to show a positive trend.  Own between now and the end of the year.  Look for something else in January.  Price of Uranium popped about two weeks ago.  This is getting set up for a good trade.

Price:
$14.930
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2014-08-21 TOP PICK Algoma-Central-Corp.
ALC-T
Michael Smedley

Greatest tanker fleet and in shipping of all the commodities.  A good dividend.  It has downtime in the winter.  They might get to a higher level shortly due to a partial fleet modernization.

Price:
$16.000
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2014-08-21 TOP PICK BlackBerry
BB-T
Michael Smedley

Speculative.  The stock has held relatively well.  He is particularly fascinated by Mr. Chen.  He goes in directions that will work.  They still possess certain supremacy in the area of security.  The consumer space is lost.  BB has moved on now.  Losses are falling.  It now just seems to make sense.

Price:
$10.780
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2014-08-21 TOP PICK Guardian-Capital-Group
GCG.A-T
Stephen Takacsy, B. Eng, MBA

Has tremendous upside.  A lot of value.  One of the largest publicly traded money managers in Canada.  Huge holding of BMO shares worth $16 and company trades just about $17. 

Price:
$18.260
Subject:
CANADIAN MIDCAP (NON-RESOURCE)
Bias:
SELECTIVE
Owned:
No
2014-08-21 TOP PICK Neulion
NLN-T
Stephen Takacsy, B. Eng, MBA

NFL is a big customer.  Agreements with all the big sports events.  They have the market locked up.

Price:
$1.060
Subject:
CANADIAN MIDCAP (NON-RESOURCE)
Bias:
SELECTIVE
Owned:
Yes
2014-08-21 TOP PICK Neulion
NLN-T
Michael Smedley

They are very impressive.  They are going onward and upward.  They did the world soccer.

Price:
$1.060
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2014-08-21 TOP PICK Asian-Television-Network-International
SAT-X
Stephen Takacsy, B. Eng, MBA

Down 24% in the last year.  It got way ahead of itself.  He has been accumulating shares and is the second biggest shareholder.  Now in the low $2s it is attractive.  4% dividend. 

Price:
$2.630
Subject:
CANADIAN MIDCAP (NON-RESOURCE)
Bias:
SELECTIVE
Owned:
Yes
2014-08-20 TOP PICK Aegion-Corp
AEGN-Q
Gordon Reid

They have a technology for coating/protecting pipes. Trading at about 15X earnings. Management is very excited about their book building. Have quite a backlog. He thinks earnings will accelerate in the future, which would drive the stock price higher.

Price:
$24.320
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-20 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Veronika Hirsch

Rumoured to be interested in acquiring China’s Sinopec, but it would be a very odd thing for them to do. They are conservative acquisitors. They do have an acquisition strategy, which they have been employing, and which seems to be paying off. Last year they entered Europe, and from what she understands, are now going to consolidate in Northern Europe. They are not crazy about Southern Europe. This should allow for many more years of growth. Yield of 0.52%.

Price:
$30.940
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-20 TOP PICK CCL-Industries--B-
CCL.B-T
Veronika Hirsch

Historically this company had been missing their quarters, but now are growing by acquisition. Concentrating on labels that are high quality ones where there’s not too much competition. This would be into wines, pharmaceuticals and much higher design and colours, etc. yield of 1.04%.

Price:
$117.010
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-20 TOP PICK Dana-Holding
DAN-N
Gordon Reid

Auto parts. The auto industry is continuing to recover and thinks they will do well into the future. Have a broad cut-out of very good customers. Coming out with products that, from a technology standpoint, are better. They are lighter, which has implications from a fuel economy standpoint. Trading at a nice multiple and it has growth opportunity.

Price:
$23.850
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-20 TOP PICK Linamar-Corp
LNR-T
Veronika Hirsch

Like this company because they have been beating their quarters. They supply parts for power trains. Every car manufacturer has to be upgraded in power trains because of all the mandated fuel efficiency requirements. This is huge in Europe and the US and will obviously be huge in Asia as well. Also, has the Skyjack division, which works well for the late cycle as it is in the industrial sector. Yield of 0.63%.

Price:
$64.100
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-20 TOP PICK Time-Warner-Inc
TWX-N
Gordon Reid

Up 33% in the last year. This has long term great opportunities. He is happy with this one long-term. Stock will trade over $100.

Price:
$77.020
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-19 TOP PICK CASH
CASH
Keith Richards

(A Top Pick July 17/13.) The Volatility Index VIX is getting a little low, which tends to indicate complacency which tends to indicate that maybe the market could be due for a very small correction in the next week or 2.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2014-08-19 TOP PICK Cineplex-Inc
CGX-T
Christine Poole

They outperformed the box office.  It was not so great the first couple of quarters.  They are good operators and continue to increase the concession spend per customer.  Thinks the films slated for the balance of the year look encouraging.  3.7% yield.

Price:
$40.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-08-19 TOP PICK Enerplus-Corp
ERF-T
Keith Richards

The long-term chart shows a strong upward trend from early 2013. Now consolidating. Thinks the stock can get to $30. Also pays a pretty nice dividend of 4.5%.

Price:
$24.130
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2014-08-19 TOP PICK Unilever-PLC
UL-N
Keith Richards

Chart shows a consolidation from April to August, followed by a breakout at around $43. 1st resistance would be $46. From there he will watch it carefully and if it keeps going, will continue to own it.

Price:
$43.850
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2014-08-19 TOP PICK United-Technologies
UTX-N
Christine Poole

They are dominant in 4 or 5 of their businesses.  Excellent management team.  Good execution.  They are participating in two megatrends.  Urbanization of emerging markets.  In the US we are seeing a pickup in commercial construction that usually follows the residential pickup.  Pays a good dividend and increases it every year.

Price:
$108.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-08-19 TOP PICK Visa-Inc.
V-N
Christine Poole

Hit hard during the Ukraine/Russia crisis.  Now it is in the market that Russia will develop their own network.  Visa is a play on the move to a cashless society.  37% of payments are still cash in the developed world.  In the developing countries it is 57% so there is a lot more room for non-cash payments to increase.  Visa is the largest and has the lowest cost infrastructure and competes most effectively.

Price:
$215.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-08-18 TOP PICK Hirano-Tecseed
6245-JP
Lorne Steinberg

This is one of those Japanese gems that is actually trading for its cash. They have no debt. You are getting a profitable dividend paying company for free. They are in a great engineering machinery niche, coating laminating equipment. They are one of the best players in the world in this business. 3% dividend.

Price:
$0.000
Subject:
DIVIDEND STOCKS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-18 TOP PICK CitiGroup
C-N
John Stephenson

(Top Pick Aug 19/13, Up 0.24%) Ultimately they will re-apply their capital plan to the Fed and it will bring more money to the shareholders.  Over the next year it can generate $6.50 to $7 a share.  It is very profitable with 50% of earnings coming from emerging markets.  We are just waiting for this capital return story to emerge.

Price:
$49.510
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
SELECTIVE
Owned:
Yes
2014-08-18 TOP PICK General-Motors-Corporation
GM-N
John Stephenson

Tremendously attractive, low valuation and opportunity to move toward more global manufacturing.  Headwind is the recalls.  They have to move toward more of a quality mandate.  Great sales in China.  If it drops due to recalls, then it would be an even better buying opportunity.  It just happens to be GM’s turn to have this issue.

Price:
$34.400
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
SELECTIVE
Owned:
Yes
2014-08-18 TOP PICK J.C.-Penney
JCP-N
John Stephenson

SHORT.  Not making money.  Hemorrhaging cash.  Most people going there were for the coupons and the discounts.  Start covering when you get to $7.

Price:
$9.870
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
SELECTIVE
Owned:
Yes
2014-08-18 TOP PICK Koninklijke-Philips-Electronics
PHG-N
Lorne Steinberg

A global leader in LED lighting, which is a huge growth area for this company. Also, a leader in healthcare equipment such as diagnostics, ECG, etc. They are going through the latter stages of a long restructuring. Earnings are poised to grow by about 20% next year and double digit growth for the next few years. Extremely well-positioned in their businesses. Strong dividend yield of 3.59% even after not a great time. He sees earnings going from the $2 a share level, to $3.50-$4 a share over the next 5 years.

Price:
$30.290
Subject:
DIVIDEND STOCKS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-18 TOP PICK Total-SA
TOT-N
Lorne Steinberg

He sees double-digit return for the stock, annualized over the next 5 years. This company is extremely well-positioned. Already paying a healthy 5.16% dividend and he sees significant dividend growth along with share buybacks. They are coming to the end of a large capital expenditure cycle, at which point we are going to start seeing expenditures drop and free cash flow rising. A cheap stock.

Price:
$63.990
Subject:
DIVIDEND STOCKS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-15 TOP PICK Apple
AAPL-Q
Brian Acker, CA

The 7 for 1 stock split was surprising, and actually increases his FMV of his model price. Currently at $97.50 and his model price is $112.75, a 15%-16% upside. Sept 9 is the new product rollout of the iPhone 6 and maybe the iwatch. Yield of 1.93%.

Price:
$97.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-08-15 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
David Cockfield

This hasn’t been doing much for a while and he has been watching it. He likes the Brookfield group. This is a growth stock. Yield is relatively small. Likes what they are doing and their international exposure. Has many facets to it including agricultural, timber land, etc. This is a way to get international exposure in a company that really knows its way around the world. Start off with a small percent and then add into it cautiously.

Price:
$51.730
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-08-15 TOP PICK Chevron-Texaco
CVX-N
Brian Acker, CA

International oils are being way overlooked in terms of value. His model price is $168.71, a 33% upside. Yield of 3.4%.

Price:
$126.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-08-15 TOP PICK Pfizer-Inc
PFE-N
Brian Acker, CA

The CEO obviously confused everybody by going after AstraZeneca. Because of this, there is no more of a premium towards an upside to his model price. Closed at $28.73 and his model price is $35.03, a 22% upside. 3.6% dividend yield. Overall, healthcare stocks have been doing quite well, especially drug stocks. Take advantage of this pullback.

Price:
$28.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-08-15 TOP PICK iShares-Cdn-Univer.-Maple-ETF
XSH-T
David Cockfield

It doesn’t have a huge range of trading. Yield is okay at about 3%. Short-term pays you less than 1% on an after-tax basis, so this is not a bad place to park your money.

Price:
$19.940
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-08-15 TOP PICK BMO-Low-Volatility-Cdn-Eqty-ETF
ZLB-T
David Cockfield

(A Top Pick Aug 12/13. Up 20.82%.) This is made up of low volatility stocks and the portfolio is readjusted on a regular basis. It seems that when this starts to sell off, buyers come in, which is why it is low volatility. These are stocks where there is always somebody waiting to buy them if they start to sell off.

Price:
$22.860
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-08-14 TOP PICK TD-Ameritrade-Holding
AMTD-N
Patrick Horan

(Top Pick Oct 1/13, Up 25.66%) They are a play on the equity market in general.  He got out and got back in in June.  He still likes it.  There has been a nice consolidation this year and it will benefit from a re-invigorated equity market.

Price:
$32.260
Subject:
NORTH AMERICAN
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-08-14 TOP PICK Barclays-Bank-PLC
BCS-N
Paul Harris, CFA

Trades at about 0.6X Book and will be trading at about 7 or 8 times next year’s earnings. In their last earnings, their personal and commercial business was up a fair bit. They bought Lehman Brothers and took a lot of the fixed income business and put it into what they call a “bad bank” and are slowly disposing of it. They are really going back to their traditional retail business. They’re going to keep the investment bank, but are going to be a much more smaller bank giving a better return on equity.

Price:
$14.680
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-08-14 TOP PICK Cineplex-Inc
CGX-T
Patrick Horan

SHORT.  It is a short trade.  They have done a fantastic job revamping the company and it is a fantastic company but attendance for movie goers is dropping.  He fails to see their numbers going a lot higher at Christmas time.  People don’t go to see movies in good times, as much as recessions.

Price:
$40.620
Subject:
NORTH AMERICAN
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-08-14 TOP PICK Deere--and--Co.
DE-N
Paul Harris, CFA

The agricultural business was weak because crop prices were down. He likes their construction/forestry business which he felt was under performing, but had actually outperformed in the quarter. You are not paying a lot for this. It may go a little bit lower from here, but he would be a buyer. Trading at about 11X earnings and pays a 2.83% dividend. Remember that the crop business is cyclical and if it turns around you will see an uptick in their product. Have reduced the number of people who sell their product, which has helped.

Price:
$84.890
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-08-14 TOP PICK Target-Corp
TGT-N
Paul Harris, CFA

There have been a lot of problems. Have a new CEO. Thinks they are trying to sort out their problems. Good dividend yield of 3.54%. A great brand name. Trading at about 14X earnings. At these levels you will do well over the long term. A lot of the bad things have already been priced into the stock.

Price:
$58.740
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-08-14 TOP PICK Thomson-Reuters-Corp
TRI-T
Patrick Horan

A serial underperformer of the last 5 years.  4% dividend and they generate a lot of free cash flow.  The story is their new Icon platform.  It will be a master platform for all other platforms allowing them to get out of a lot of legacy costs.  Their service is cheaper than Bloomberg.  They are selling a lot of the systems.

Price:
$41.430
Subject:
NORTH AMERICAN
Bias:
BULL on US EQUITIES
Owned:
Yes
2014-08-13 TOP PICK Boeing
BA-N
Mike S. Newton, CIM FCSI

(A Top Pick Aug 26/13. Up 18.05%.) If you think things are going to get difficult, you have to own this in a portfolio. Thinks of this as a core holding that you just want to own forever. When you get buying opportunities like this, you have to take advantage of it. Yield of 2.39%.

Price:
$121.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-13 TOP PICK Catamaran-Corp
CCT-T
John Wilson

Stock Price came back quite a bit this year. He has been Buying Puts to take premium out on it, so that if it went lower he could buy some more. Thinks this name has gone through the worst of it. The selling season they are going through right now is actually going quite well for them. Thinks they can use M&A to buy in smaller shops, which they have done historically in a very accretive fashion. Great cash flow.

Price:
$49.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-08-13 TOP PICK Element-Financial
EFN-T
John Wilson

Trinity Industries (TRN-N) had been leasing railcars, which tied up a lot of capital, but was ultimately a business they didn’t really want to be in, so they have been selling that part of their business in tranches to Element Financial, a growing asset-backed lender that has really done a great job of expanding into the railcar business. Have now made a transaction for the auto fleet business. Reported this morning and loan originations were a little bit light, but generally on track.

Price:
$14.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-08-13 TOP PICK FedEx
FDX-N
Mike S. Newton, CIM FCSI

This is one of those great brands. Investors are warming up to logistics. They were the 4th largest airline and very levered into international freight shipments. That fell off precipitously in 2008. Coming out the other side, we are starting to see their ability to step dance their way through that difficulty. They have retooled and have less planes than they have ever had. The company is really lean and mean. Feels the real surprise is going to be a re-engagement on the high end of Chinese and Asian consumers.

Price:
$149.350
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-13 TOP PICK Trinity-Industries
TRN-N
John Wilson

One of the largest makers of railcars in the US. Traditionally a fairly cyclical business. His view is that the industry has really changed for a couple of reasons. There are so many more uses for rail. We now have oil and fracing sand. All of this has been extending the life of the cycle and he thinks they are going to run higher and higher earnings. With the money they are generating and the cash flow yield, they have been diversifying, such as tanks for LNG. Still trading at 7-10 times earnings and would be going to more of a 12-15 times. Yield of 0.91%.

Price:
$43.730
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-08-13 TOP PICK WesternOne-Inc
WEQ-T
Mike S. Newton, CIM FCSI

The name has been a little bit quiet in the last couple of months. This is still a compelling yield play, north of 7%, which is very sustainable. Massive spending in the West is still forecast and this will be in the epicentre of that. It is a very small nimble company that is under the radar that not many people are aware of. The real catalyst is the new CEO, Peter Blake, who will be installed Sept 1st.

Price:
$7.830
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-12 TOP PICK Brookfield-Office-Properties-Ltd
BOX.UN-T
Andy Nasr

Thinks this will eventually get acquired by Brookfield Property Partners (BPY.UN-T). Trades at a material discount to NAV of about 20%. Yield of 4.52%.

Price:
$27.400
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-12 TOP PICK Eldorado-Gold
ELD-T
Bill Carrigan

This had a very high Short position and gold stocks were out of favour. Chart shows this had a massive underperform from 2012 into 2013, and then it started to change and the gap started to close. Started to relative outperform in early 2014. He likes the gold space.

Price:
$9.270
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on MATERIALS
Owned:
Yes
2014-08-12 TOP PICK Enbridge
ENB-T
Andy Nasr

He is starting to pick away at this, even at these levels, as they have a tremendous amount of growth CapX ahead of them, over $40 billion, which will enable them to increase their dividend and earnings by double-digit rates through to 2017. A very good, sleepy dividend payer. Thinks they will start more meaningfully to drop assets down into its MLP, which should surface some value and that will create long-term growth potential.

Price:
$53.550
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-12 TOP PICK Hudbay-Minerals-Inc.
HBM-T
Bill Carrigan

This has satisfied some of his requirements. 1) A highly shorted stock (Shorts have been covering lately) and 2) the Relative versus the Broader TSX was improving. The three-year chart shows the declining strength during 2012-2013. Now it is moving up and the gap is getting narrower because the Relative is improving. A perfect scenario this late in the Bull.

Price:
$11.170
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on MATERIALS
Owned:
No
2014-08-12 TOP PICK Walgreen-Co
WAG-N
Andy Nasr

They were going to complete the acquisition of Alliance Boots in Europe. Part of the rationale for that acquisition was that it would lower their overall tax rate. That didn’t happen and the stock sold off. Thinks the sell off gives a good buying opportunity. There is a really good growth profile ahead of them. You can expect 4%-5% organic growth in addition to a pretty decent dividend. A good way to play a recovery in Europe without having direct European exposure. He likes some of the US drugstore stocks in that it is also a riff on the Affordable Care Act, which requires more people to get insurance. When you have insurance, your prescriptions per capital are about twice as high as when you don’t have insurance. Yield of 2.17%.

Price:
$62.160
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-12 TOP PICK Western-Forest-Products-Inc.
WEF-T
Bill Carrigan

This had a pretty big Short position and the sector was out of favour. Chart shows this just had quite a breakout and it is off and running.

Price:
$2.420
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on MATERIALS
Owned:
Yes
2014-08-11 TOP PICK Boeing
BA-N
Michael Bowman

The airline industry has changed.  These companies are always trying to improve.  There is a lot of interest in their wide bodied jet.  They have a huge backlog.

Price:
$120.800
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2014-08-11 TOP PICK Chicago-Bridge--and--Iron-Co.
CBI-N
Michael Bowman

125 years old.  Big time engineering and construction infrastructure company.  Lots of government business from around the world.  They do the fabrication and erection with big projects.  They are now getting into LNG plants.  3.2% yield.

Price:
$60.500
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2014-08-11 TOP PICK Element-Financial
EFN-T
John O'Connell, CFA

Just recently bought PHH Arval in the US, and he thinks there are huge, huge synergies. If you want to own a financial without exposure to Canadian housing, but exposure to the US housing market, this is where you want to be. In 2015, it is going to have cash earnings of around $1.25, assuming no further acquisitions. Trading at a market multiple for financials, but is growing much, much faster. Thinks that in 2016 they’ll want to issue a dividend. Feels that a midsize regional bank will eventually acquire this company.

Price:
$13.590
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-11 TOP PICK Kelt-Exploration
KEL-T
John O'Connell, CFA

Very strong management team. Reporting earnings tomorrow and will probably be 11,000 BOE’s a day exit rate for the 2nd quarter. A year from now, they should exit at about 18,500 BOE’s a day and that’s with only 60% success of their drilling program, which is really conservative. Very conservative management team and they own big positions in the company. Debt-free. Have great lands.

Price:
$12.570
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-11 TOP PICK Michael-Kors-Holdings
KORS-N
Michael Bowman

Outperformed in last earnings release.  87% of revenue is accessories.  74 different countries.  They have wholesale activity as well as retail. 

Price:
$79.990
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2014-08-11 TOP PICK McDonalds
MCD-N
John O'Connell, CFA

This has backed down into his Buy range. Using 3.5%. Trading at 16X earnings. They will fix their food problems in China. Very strong management team.

Price:
$93.530
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-08 TOP PICK Qualcomm
QCOM-Q
Rick Stuchberry

Earnings were really quite good, but the China news knocked it off. The stock really pulled back, so he added at these prices. This is one of those stocks that has got the growth, the technology, in the right place and you can’t run the devices without the chips. Dividend yield of 2.3%.

Price:
$73.880
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
Yes
2014-08-08 TOP PICK Sociedad-Quimica-Y-Minera
SQM-N
Jaime Carrasco

Fertilizer company in Chile. He wants this in order to diversify out of the North American economy. Well run company. Has been lagging for quite a while and this is a good entry point. Yield of 0.96%.

Price:
$27.760
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
2014-08-08 TOP PICK Teck-Resources-Ltd.--B-
TCK.B-T
Rick Stuchberry

The last blue-chip, big Canadian mine and it will participate. The negative part is that it has the coal, but on the positive side, it has the zinc and some of the other products. Thinks it will be carried along on the China craze at the end of the year. A number of these big mining companies are going to do well because China is going to show better and better numbers as we get closer to the year end. Dividend yield of 2.12%.

Price:
$25.660
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
Yes
2014-08-08 TOP PICK Tim-Hortons
THI-T
Jaime Carrasco

Has a negative correlation to any possible economic activity. If we do go through another 2008, which he feels we eventually will, this is a good place to be sitting on to generate some cash flow. They are negatively correlated to bad economic environment. Well-run company. Yield of 1.87%.

Price:
$68.400
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
No
2014-08-08 TOP PICK Yamana-Gold-Inc.
YRI-T
Jaime Carrasco

Likes this because it is a laggard. This gives him a holding in Agnico Eagle (AEM-T), Osisko as well as this.

Price:
$9.470
Subject:
RESOURCE, UTILITY & REITs
Bias:
CAUTIOUS
Owned:
Yes
2014-08-08 TOP PICK Yum--Brands
YUM-N
Rick Stuchberry

This company and others were all using the same supplier, who has been taken out of the chain. This is a real growth stock and a quality run company. Expanding hugely in India. Dividend yield of 2.12%.

Price:
$69.970
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH
Owned:
Yes
2014-08-07 TOP PICK AltiusMinerals-Corp
ALS-T
Rick Rule

This is the unknown royalty company. They bought the royalty package from Sherrit, that was the old CP royalty package. He knows those assets extremely well. Feels this is the best collection of brainpower, cash and royalty cash flow relative to market cap available on the planet.

Price:
$14.250
Subject:
PRECIOUS METALS
Bias:
BULLISH on GOLD
Owned:
Yes
2014-08-07 TOP PICK Dundee-Corp.--A-
DC.A-T
Rick Rule

This is a competitor of his. The recovery that he sees in resource markets will definitely benefit people like himself and this company. They have a great balance sheet and a great team. Sold their mutual fund business a few years ago to a bank, and they are now allowed to come back into that business and compete. They are ferocious competitors.

Price:
$18.250
Subject:
PRECIOUS METALS
Bias:
BULLISH on GOLD
Owned:
Yes
2014-08-07 TOP PICK Delphi-Energy-Corp.
DEE-T
Rick Rule

These people are real, real implementers. They have a lot of room to go. The Canadian energy business got a little ahead of itself. The softness we have seen in the last month has allowed him to re-enter some of his favourite names. Visibility with regards to production growth is extraordinary. They have a lot of approved undeveloped locations.

Price:
$3.860
Subject:
PRECIOUS METALS
Bias:
BULLISH on GOLD
Owned:
Yes
2014-08-07 TOP PICK Freehold-Royalties
FRU-T
Jerome Hass

Long FRU-T and Short PSK-T.  Thinks PSK is overvalued.  Likes both businesses.  They are efficient, just collecting a royalty.  When FRU gets closer to PSK in terms of PE, cover the short.

Price:
$25.270
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2014-08-07 TOP PICK Just-Energy-Group
JE-T
Jerome Hass

Short.  Just came out with Q2 earnings.  It reinforced his thesis on the stock.  They are in the process of repairing the balance sheet and sold the most stable part of their business.  Cut their dividend 40% in the last 18 months.  8.5% yield and 112% payout ratio even after the cut.

Price:
$5.940
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2014-08-07 TOP PICK Shawcor-Ltd.--A-
SCL-T
Jerome Hass

Great long term hold.  Indirect play on pipelines.  Doesn’t know who builds the next one, but SCL will be in the middle of it.  At the end of the day, someone will take this one out.  Stock came down this year because it had such a great year last year. 

Price:
$53.650
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2014-08-06 TOP PICK Altagas-Ltd
ALA-T
Michael Decter

(A Top Pick Dec 20/13. Up 22.5%.) Just loves what they are doing. Extraordinarily well positioned for LNG. They are the only people with a gas pipe line and prospects of an early LNG facility. Have done some acquisitions. Can see at least $53 in 12 months.

Price:
$48.600
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-06 TOP PICK Cineplex-Inc
CGX-T
Michael Decter

Had a soft quarter because there were no blockbusters. Off the back of the quarter, Guardians of the Galaxy blew out the August record for a weekend by almost 50%. Has one of his favourite CEO`s and is extracting more dollar per seat every year. Looking at 2015-2016, there are some familiar names coming such as Star Wars, the Avengers, Fast and Furious, etc.  Yield of 3.82%.

Price:
$39.790
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-06 TOP PICK Walt-Disney
DIS-N
Michael Decter

They have only begun to scratch the surface of their Marvel holdings. There are over 2,000 characters. They are blending the Marvel comic book with the youth audience. Thinks this company has a huge run ahead of it. Dividend yield of 0.99%.

Price:
$86.590
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-06 TOP PICK Easyhome
EH-T
Michael Smedley

It absolutely has got a model in place of dealing with the non-top level bank financing, which the major banks don’t do. They have this platform working for them in a very interesting way, and the revenues are exceeding that of the old rental financing business. Yield of 1.43%.

Price:
$23.800
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-06 TOP PICK Gear-Energy
GXE-T
Michael Smedley

Heavy oil focused producer. This is about an 8000 to 10,000 (?????). (Really didn’t say much on this. Bill.)

Price:
$5.420
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-06 TOP PICK Mitel-Networks
MITL-Q
Michael Smedley

Still in a kind of a PBX, more sophisticated business. They are now world leaders, and they have merged Astrol into themselves, a similar kind and very compatible company.

Price:
$10.440
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-05 TOP PICK Guyana-Goldfields-Inc.
GUY-T
Charles Oliver, HBSc CFA

Very cheap stock. Re-jigged their IRR, which wasn’t good enough. Took away an expensive shaft that they were going to build. Have gotten it to an area where you have a very high IRR, and ultimately the valuation proposition is excellent. 2016 EBITDA target is $115 million, which should double over the next few years.

Price:
$3.120
Subject:
PRECIOUS METALS
Bias:
OPTIMISTIC on GOLD
Owned:
Yes
2014-08-05 TOP PICK Neenah-Paper
NP-N
Barry Schwartz

A spin-off from Kimberley Clark (KMB-N). It’s big business is fine paper, stationary, etc. but there is no growth in that. They are focusing on labels and filtration where there is a lot of growth. Operate in health care and automotive and they have great return on capital. High ROE and buying back stock. Yield of 2.16%.

Price:
$50.110
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-05 TOP PICK Osisko-Gold-Royalties-Ltd.
OR-T
Charles Oliver, HBSc CFA

Management has a big ownership in the company. This is the newest royalty company on the block. They have the Canadiann Malartic, sort of 5% NSR, which will give them $35 million a year. 2% royalty on a number of Cdn assets including Kirkland Lake Camp  Have a huge tract of land in Mexico, which he expects they will hive off and keep a royalty on.

Price:
$15.750
Subject:
PRECIOUS METALS
Bias:
OPTIMISTIC on GOLD
Owned:
Yes
2014-08-05 TOP PICK Molson-Coors-Brewing-Company
TAP-N
Barry Schwartz

Beer drinking has finally stabilized. Seemed that everybody was saying nobody is drinking beer any more. Global beer sales were up in the last quarter.  They are also the biggest craft brewer in the world. Likes its joint venture with SABMiller called MillerCoors. Thinks at some point SAB is going to look at Millers to Buy it. If so that could be hugely accretive to its earnings. Yie;d of 2.2%.

Price:
$67.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-05 TOP PICK Tahoe-Resources
THO-T
Charles Oliver, HBSc CFA

One of the newest silver mines. Have done a great job of ramping up. Will produce roughly 20 million ounces this year and make lots of free cash flow. With the money, they are going to start to initiate a dividend in Q4. Will be buying back some of their debt. Will also be putting an expansion into the mine, which will be very cheap to increase 20%-25% in throughput.

Price:
$29.020
Subject:
PRECIOUS METALS
Bias:
OPTIMISTIC on GOLD
Owned:
Yes
2014-08-05 TOP PICK Viacom-Inc.
VIAB-Q
Barry Schwartz

Likes owner/operated companies. A huge media conglomerate. The sexy stuff is the movies, but the meat and potatoes is the TV networks. Owns a lot of content such as MYV, Comedy Central. Thinks that at some point something is going to happen with this company. Company is buying back stock. Yield of 1.61%.

Price:
$81.770
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-01 TOP PICK CARLSBERG--B--
CARL-OMX
Norman Levine

Danish brewing company, 5th largest globally. A little volatile for a beer company, but they are the biggest beer company in Russia with 40% market share. Russia is toxic right now for investors. When there is blood on the street, you buy. Their growth market is in Asia where they are gaining market share. They raise the dividend on a regular basis. Valuation is very reasonable.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-08-01 TOP PICK Catamaran-Corp
CCT-T
John Zechner

Healthcare in general has seen a tremendous amount of technology spending. It needs it. The rollout of the Affordable Care act in the US is making the public and private pharmacy benefit exchanges much more valuable. Their acquisitions over the last couple of years have been ultimately accretive to earnings. On a valuation basis you are probably trading at around 20X earnings.

Price:
$49.090
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-01 TOP PICK Walt-Disney
DIS-N
John Zechner

The only mistake he ever made with this company is by Selling it. It has been the best growth stock over the last 50 years. They have reinvented themselves. Over the past couple of years, they have increased their content in sports with ESPN, Marvel comics, Star Wars, etc. They are now expanding on a global basis with their theme parks, consumer products, Disney Interactive. They continue to hit it out of the park. You are getting all of this for a 20 multiple. This is one that you Buy and put it away.

Price:
$85.380
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-08-01 TOP PICK Corning-Inc
GLW-N
Norman Levine

Stock has been on fire until the last week or so, when they reported their earnings and sales were a bit disappointing. They are in a number of businesses, but all the market seems to care about is a product called Gorilla Glass. There are worries that when Apple (AAPL-Q) comes out with its new iPhone, it will switch from Gorilla Glass to Sapphire Glass. The market is fixated on Gorilla Glass and ignores its other businesses, such as LCD screens, etc.

Price:
$19.880
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-08-01 TOP PICK Power-Financial-Corp
PWF-T
Norman Levine

This is in 2 major businesses, both financial services. Great West Life (GWO-T) and IGM Group, so it is big in life insurance as well as fund management. Great West made an acquisition last year in Ireland giving it Irish and European exposure that will benefit from rising interest rates. A dividend raise is long overdue. Yield of 3.984%.

Price:
$34.550
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-08-01 TOP PICK Trinidad-Drilling-Ltd
TDG-T
John Zechner

In energy, he likes the energy service companies. The excessive cash flow being thrown off by the oil companies still has to be put back into the ground. This company had a high debt level but have started paying it down. Getting great rig activity. More importantly, they have this great joint global venture with Halliburton (HAL-N) which is going to be phenomenal for the growth going forward.

Price:
$10.540
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 120 of 19,894 entries
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