stockchase picture

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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-01-23 TOP PICK Altagas-Ltd
ALA.PR.G-T
Randy LeClair

Preferred series G 4.75%. (ALA.PR.G-T). Energy pipeline. This is trading a little bit above par. It resets in 2019 and is 306 basis points, so you have the spread protection.

Price:
$25.500
Subject:
BONDS & PREFERRED SHARES
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 TOP PICK Co-operators-General-Insurance-Co
CCS.PR.C-T
Randy LeClair

Preferred series C 5%. (CCS.PR.C-T). This can be redeemed in 2016 at $25. Currently trading at $24.31, below its par value. It gives you yield of 7.36%.

Price:
$25.000
Subject:
BONDS & PREFERRED SHARES
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 TOP PICK Central-Fund-of-Canada-Ltd--A-
CEF.A-T
Jaime Carrasco

This is just bullion, gold and silver stored. A good play just on the commodity itself. 50% gold and 50% silver.

Price:
$16.620
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 TOP PICK Dream-Office-REIT
D.UN-T
Jaime Carrasco

A good conservative company. Well-managed and a good dividend. Solid.

Price:
$27.280
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 TOP PICK Emera-Inc.
EMA.PR.E-T
Randy LeClair

Preferred series E 4.5%. (EMA.PR.E-T). A perpetual, paying about $1.25 annually. Has current yield of about 4.8%. Currently trading at $23.45 giving you over a 5.5% yield if they take you out in 2023.

Price:
$24.000
Subject:
BONDS & PREFERRED SHARES
Bias:
UNKNOWN
Owned:
Yes
2015-01-23 TOP PICK RESASS-Services
RSS-CN
Jaime Carrasco

This is going to be the high-tech story in Canada. They developed a platform for real estate agents and have over 300,000 users now. The only problem with it was that it was not trading in the US, but it has now started trading there. Now a global operation. It’s illiquid.

Price:
$3.430
Subject:
RESOURCE, UTILITY & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-01-22 TOP PICK Blackrock-Inc.
BLK-N
Stan Wong

Money manager, managing $4.6 trillion, $1 million which is in ETF’s. Holds a very enviable position in that fast-growing passive investing space, through the iShares franchise. Also, very strong in the fixed income business, which will attract assets given the aging demographics. 17X forward PE. Long-term growth is probably 10%-12%. Yield of 2.42% with probably a 10% growth rate.

Price:
$360.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-22 TOP PICK IGM-Financial-Inc.
IGM-T
David Cockfield

(Top Pick Jan 22/14, Up 12.14%) Benefited from currency fluctuations.  The technology sector runs a bit with the economy.  You need to get your US content up and this is a safe way to do it.  Good expense ratio.  A good solid way to participate in the US tech sector.  Broad diversification.

Price:
$44.820
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-01-22 TOP PICK Macys-Inc.--formerly-Federated-Department-Stores-
M-N
Stan Wong

Have both Macy’s and Bloomingdale brands. Extremely well-managed. They are executing very well within store, e-commerce and their marketing initiatives. Revenues are 100% from the domestic US market. The improving US labour market and lower energy costs means more money for consumers to spend. 13X forward earnings with 10% long-term EPS growth.

Price:
$65.500
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-22 TOP PICK Union-Pacific-Corp
UNP-N
Stan Wong

The largest rail transportation company in the US. They cover 22 states (2/3rds of the country) covering the west coast. Everything from coal, grain, food, auto parts, etc. You are seeing accelerating growth for the US economy. 1.67% dividend yield.

Price:
$119.830
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-22 TOP PICK Vangrd-Dividend-Appr.-E.T.F.
VIG-N
David Cockfield

Thinks the Canadian dollar will continue to be weak.  You should have some US participation in your portfolio.  It has all the big names in it.

Price:
$81.450
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-01-22 TOP PICK BMO-Low-Volatility-Cdn-Eqty-ETF
ZLB-T
David Cockfield

Very steady.  Good diversification.  A lot of individual stocks in it.  It works great.  It might lag in a hot market.  2015 will be volatile and this is a safe place to park your money.

Price:
$26.250
Subject:
CANADIAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-01-21 TOP PICK Crombie-Real-Estate-Investment-Trust
CRR.UN-T
Bruce Campbell (1)

Has lagged RioCan (REI.UN-T), he thinks because of liquidity. It has the Safeway acquisition, through its parent Empire Sobeys, which it has to refurbish, and will have above-average growth from them. The shipping contracts in Nova Scotia are finally being signed, and he thinks this company will be a beneficiary there as well. You get a 6.72 % yield in a lower rate environment.

Price:
$13.220
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-21 TOP PICK iShares-S-and-P-US-Preferred.-E.T.F.
PFF-N
Terry Shaunessy

Considers this to be fixed income.  It is investment grade preferreds.  This is always an overlooked category.  5.5% yield and no withholding tax in an RRSP. 

Price:
$39.710
Subject:
ETF's
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-01-21 TOP PICK Royal-Bank
RY-T
Bruce Campbell (1)

Has some US business, which is a benefit to them. This has pulled back an awful lot here, and discounted a lot of the capital markets side. The next couple of quarters won’t be great in that area, but will be a year from now. Dividend yield of 3.89%.

Price:
$76.610
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-21 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Bruce Campbell (1)

This is a way to dip your toe into the energy sector without having to be in it directly. Has an asset value in the low $60’s. Thinks there is a transaction coming on the sale of the toll Highway 407 in the next 2-3 months where they will get something like $20 a share in cash. Energy exposure is about 15% of their business, through Kentz which they acquired last summer. The Kentz business has a huge backlog, which they are not seeing any decline in because they are long life, five-year projects. Yield of 2.31%.

Price:
$41.340
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-21 TOP PICK Vanguard-FTSE-All-World-ex-Canada
VXC-T
Terry Shaunessy

The entire world except Canada.  Great for diversifying outside of Canada.  Recommends 10-15% of a portfolio for this one.

Price:
$28.090
Subject:
ETF's
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-01-21 TOP PICK iShares-MSCI-Eur-IMI-Idx
XEU-T
Terry Shaunessy

Europe and the UK.  Financials, health care and consumer goods.  Pretty conservative sector tilt to it.  Almost 60% of it is in his 3 favourite countries.  The Canadian dollar is expected to lose ground against all three of those currencies, so no need to hedge.

Price:
$20.730
Subject:
ETF's
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-01-20 TOP PICK Boardwalk-REIT
BEI.UN-T
Paul Gardner, CFA

Was down about 15% because of the oil price decline, but is now back and is only down about 10% from its high. He added to his holdings on the downturn. One of the best management teams in the business. There is little to no vacancy in Calgary and Edmonton. Even if it slows down, there are still going to be rent increases, and there is no rent control in Alberta. They have a lot of capital sitting on the sidelines. Yield of 3.27%.

Price:
$62.430
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
UNKNOWN
Owned:
Yes
2015-01-20 TOP PICK DIRTT-Environmental-Solutions
DRT-T
Eric Nuttall

They do office customization including customized glass, drywall for hospitals. For offices, such as Google and Netflix, they customize to make them look really cool. One of the few organic growth stories in Canada. Organically growing their revenue by over 25%. Thinks they will earn about $0.20 this year and visibility is $0.30 next year. Just starting to hit the point where they are utilizing enough of their plant to get more margins, so there is potential they will exceed 50% EBITDA margins this year. Bidding on some contracts in Singapore and a few other countries. A huge play on the build out of the US housing market and office space. A cheap stock.

Price:
$4.180
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Yes
2015-01-20 TOP PICK PrairieSky-Royalty
PSK-T
Eric Nuttall

A royalty company, meaning that their cost structure is extremely low, less than $10 total cash cost per BOE. They don’t go out and drill. They have 3rd parties come on to their acreage and drill. This used to act like a defensive stock but is now acting more like a higher beta stock, because there is a growing Short that they are going to have to cut their dividend. This is a small possibility, but as long as the price of oil remains over $50, they can easily support their 5.21% dividend. Big inside ownership.

Price:
$24.200
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Yes
2015-01-20 TOP PICK Tricon-Capital-Group
TCN-T
Paul Gardner, CFA

He wants to own residential or rental in the US. This company has 3 main businesses. 1) Asset management, 2) single-family rental in mostly south west Florida and 3) Arizona. Trades at about 20% discount to its NAV, but 2 things are going to push at higher. 1) All their assets are in US dollars and 2) they are about to get cheaper financing through securitization. Good managers and good assets. This should be trading at around $10. Yield of 2.71%.

Price:
$8.870
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
UNKNOWN
Owned:
Yes
2015-01-20 TOP PICK Whitecap-Resources
WCP-T
Eric Nuttall

Have a really good hedge position and a very good balance sheet. Every single employee is a shareholder in this company. Have very good projects and can weather the storm and come out the other side is a stronger entity than they were heading into it. Can maintain flat production and pay a dividend of 6.82%, while spending only 90% of cash flow.

Price:
$11.010
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Yes
2015-01-20 TOP PICK Canadian-Satellite-Radio
XSR-T
Paul Gardner, CFA

Sirius XM US came out about a month ago and upped their guidance on earnings and on subscription. Canada always lags. This one really got washed out in 6 months. They missed their earnings and they have to incorporate the royalty fee of $1.50 for all their subscribers. They are merging their XM billing system and cutting CapX. Great free cash flow and it is cheap. Dividend yield of 6.72%. Over the long term, this is going to grow through the used car market.

Price:
$6.250
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
UNKNOWN
Owned:
Yes
2015-01-19 TOP PICK BCE-Inc.
BCE-T
Zachary Curry

Reached another all-time high today. This is moving more towards content. Made the Astral Media acquisition which is a move towards mobile, and that will increase the wireless data. A defensive name for a potentially volatile market. Yield of 4.33%.

Price:
$57.050
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-01-19 TOP PICK iShares-MSCI-Emerging-Market-ETF
EEM-N
Don Vialoux

Seasonality happens not just in North America, but around the world.  This one just completed a double bottom last week.

Price:
$39.490
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2015-01-19 TOP PICK iShares-S-and-P-Europe-350-E.T.F.
IEV-N
Don Vialoux

Historically it does well from February until May, about a 10% gain.  Fiscal stimulus will aid this trend.  It will happen in Europe.  When this happens IEV-N will do very well. 

Price:
$42.300
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
No
2015-01-19 TOP PICK India-Fund-Inc.
IFN-N
Zachary Curry

For a while India was struggling, but following the election, the stocks took off. They recently announced the lowering of the rates from 8% to 7.75%. The new prime minister really seems to be pro-business, pro-infrastructure and anticorruption. Growth forecasts are approaching China’s levels. There are also the demographics with their young middle class and growing 15% per year over the next 2 years. Trading at a bit of a discount to NAV.

Price:
$28.470
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-01-19 TOP PICK ETFS-Physical-Platinum-Shares
PPLT-N
Don Vialoux

Late December until April of each year is the period of seasonal strength.  The average is 12% upside.  Demand for platinum is increasing because of catalytic convertors.  Fuel cells in cars is starting to trend and creates demand for platinum.  It completed a beautiful double bottom pattern.

Price:
$122.800
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
No
2015-01-19 TOP PICK Stanley-Works--The
SWK-N
Zachary Curry

(A Top Pick Nov 19/13. Up 15.6%.) Below market multiple, which he likes. Offers exposure to both the US housing market and renovations. It should benefit from the consumer spending increase that he feels is coming. Good dividend yield. Yield of 2.27%.

Price:
$91.830
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-01-16 TOP PICK Altagas-Ltd
ALA-T
Ryan Bushell

60% of their current business is power generation and distribution. They are actually a hybrid type of utility company and pipeline. Some of their future growth projects are related to LNG and natural gas, more so than oil. Thinks it has been treated unfairly. Dividend yield of 4.35%, and he is looking for another dividend increase this year of 10%-15%. A good long-term investment opportunity.

Price:
$40.660
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-16 TOP PICK Columbia-Banking-System-Inc
COLB-Q
Kash Pashootan

The idea is to take advantage of where the consumer is going to be growing. They are going to be going to their local bank to get a new credit card, increase their mortgage, borrow against their home or get a car loan. The bank stands to benefit from this. This bank is primarily in the right regions, Pacific Northwest, which would include Seattle, Washington and Portland. All 3 were in the top 10 list of fastest growing regions in the US. There is growth in terms of population, income and employment. Dividend yield of 2.55%.

Price:
$25.610
Subject:
NORTH AMERICAN - LARGE - DIVIDEND
Bias:
DEFENSIVE
Owned:
Yes
2015-01-16 TOP PICK Cenovus-Energy
CVE-T
Ryan Bushell

(A Top Pick Jan 15/14. Down 13.51%.) He is trying to look at what he wants to own for the long-term. This has underperformed in the last couple of years. Represents a good investment opportunity for the real, long-term investor. Good quality assets and a good quality management team. Yield of 4.32% is pretty safe.

Price:
$24.640
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-16 TOP PICK GameStop-Corp.
GME-N
Kash Pashootan

The stock ran up considerably. In 2013 it was up 100% and had moved up in anticipation of the new Sony and Xbox consoles coming out. It ran up too much and spent last year playing catch-up when the stock was down about 30%. Although it declined in 2014, the fundamentals of the company actually improved. They diversified their income stream from solely being dependent on the gaming market and are now moving into the mobile market. They acquired 46 outlets of Simply Mac, which sells Apple products. They have Cricket and Spring Mobile, which are pre-paid and post-paid AT&T phones and services. Very clean balance sheet with very little debt, about $4 million. Dividend yield of 3.72%.

Price:
$36.350
Subject:
NORTH AMERICAN - LARGE - DIVIDEND
Bias:
DEFENSIVE
Owned:
Yes
2015-01-16 TOP PICK Novo-Nordisk
NVO-N
Kash Pashootan

Largest manufacturer of insulin products with margins that double its competitors. In over 180 countries. They have the largest market share in diabetes care as well as the broadest portfolio of diabetes products. He sees significant growth in this space. Diabetes has grown at 11% per year for the last 10 years, and it is projected that by 2035 there will be 2 times the amount of people globally that have diabetes. The fastest growing region for diabetes cases is in the emerging markets. Dividend yield of 1.9%.

Price:
$44.290
Subject:
NORTH AMERICAN - LARGE - DIVIDEND
Bias:
DEFENSIVE
Owned:
Yes
2015-01-16 TOP PICK Sunlife-Financial
SLF-T
Ryan Bushell

Stock has been performing pretty well. Came off recently with the recent interest rate move. 10 year rates to the downside hurts insurers short term. Longer-term he believes that interest rates will rise, which will benefit these companies. Also, with demographics being the way they are, there is more demand for financial and retirement products, and insurance companies are good with these types of products. Expects them to continue having good growth. Their division in the US is doing well on the asset management side. Yield of 3.84%.

Price:
$37.470
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-15 TOP PICK Apple
AAPL-Q
Gordon Reid

(A Top Pick Jan 29/14. Up 52.46%.) Trading at 13.8X what he expects to earn by September 2015. The iPhone 6 was probably one of the most successful product launches of all time. A very high margin piece of business. The mix for this company is very favourable, because the iPhone is a very high margin product, and as it becomes a larger and larger percentage of the total, their gross margins of the company will rise. He expects over 40% of gross margin will lead to a surprise on the upside in terms of earnings. Producing an enormous amount of cash and most of it they are banking. They really can’t keep up with the amount of cash coming in, although they are paying a very fine dividend and are buying back about 6% of the float per year. The iWatch and the ApplePay are the innovation side. Yield of 1.76%.

Price:
$106.820
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-15 TOP PICK Johnson--and--Johnson
JNJ-N
Michael Bowman

This is the perfect storm.  Aging population.  Consumer products, medical devices and their HEP-C drug.  Fantastic pipeline.  14.9 times earnings which is well below peers.  2.73% yield.  Support levels at 200 day moving average of $102.46.  Put a stop loss there.

Price:
$102.490
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
Bullish on Canadian Equities
Owned:
Yes
2015-01-15 TOP PICK Nasdaq-Stock-Market
NDAQ-Q
Gordon Reid

Volatility and volume is how NASDAQ makes its money. He expects that 2015 will be a return to a normal type of market, which will lead to more volatility and higher volumes, and this will be a beneficiary of that. They have expanded through their OMX purchase into Europe and Scandinavia in particular. Growing earnings quite quickly through internal efficiencies. Yield of 1.31%.

Price:
$45.760
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-15 TOP PICK Nike-Inc
NKE-N
Michael Bowman

Catalysts are the marketing and the brand.  The growth will be in China.  Earnings blew the doors off.  They are close to support levels.  87.59 would be the stop level.

Price:
$92.810
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
Bullish on Canadian Equities
Owned:
Yes
2015-01-15 TOP PICK PepsiCo
PEP-N
Michael Bowman

Activist investors are trying to split them up.  11 of the top selling products in convenience stores are Pepsi products.  They are the largest food and beverage distributor in Russia.  $93.50 would be the stop.

Price:
$96.670
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
Bullish on Canadian Equities
Owned:
Yes
2015-01-15 TOP PICK Walgreens-Boots-Alliance
WBA-Q
Gordon Reid

The company is doing very well. The back part of the store is the pharmacy area. Obama care leads to many more insured which leads to many more drugs being dispensed, which is a very profitable part of their business. Have gone into a joint venture with AmerisourceBergen (ABC-N), a generic distributor, which allows them to source these drugs much more efficiently and effectively. Thinks they will earn 360 this year and 440 next year. Yield of 1.81%.

Price:
$74.780
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-14 TOP PICK Cineplex-Inc
CGX-T
Michael Decter

They have built a spectacularly successful business. Even though the box office was down a little last year, they did well because they’ve created theatres with restaurants and you can buy wine/beer. They have turned a $9 ticket into an adventure in dining and entertainment. Dividend yield of 3.35%.

Price:
$44.900
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2015-01-14 TOP PICK Walt-Disney
DIS-N
Michael Decter

A spectacular company. Have turned Marvel comics into a series of stunningly successful movies. Also, likes this as a play on lower gasoline prices for their parks. Extremely well-managed company. Animations have been stunningly popular with kids. They have a huge, huge treasure trove in Marvel characters to bring to the screen over decades. Dividend yield of 1.22%.

Price:
$94.230
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2015-01-14 TOP PICK Diversified-Royalty-Corp.
DIV-T
Bruce Campbell (2)

This is in the restaurant business right now, but they are going out and building a multi-royalty stream company. They’ve done their 1st deal where they bought a royalty stream from the Franworks Company in Calgary. He thinks they are probably going to execute on a few more deals and it is just a matter of time. Raised some cash in the fall, so they have a war chest of cash. Operating costs are all paid for by the Franworks deal, so anything they tack onto the next deal will end up as an increase to the dividend. Dividend yield of 7%.

Price:
$2.470
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-01-14 TOP PICK Lions-Gate-Entertainment
LGF-N
Michael Decter

This company has gotten into television in a big way. TV has become more important again and people are spending tens of millions of dollars on TV series. He likes the content producers. They are hard to replicate. Dividend yield of 0.94%.

Price:
$29.370
Subject:
CANADIAN LARGE
Bias:
BULLISH
Owned:
Yes
2015-01-14 TOP PICK Nobilis-Health-Corp
NHC-T
Bruce Campbell (2)

They have hospitals in the US, and specifically focus on a few different areas. Spine surgery and knee surgery are 2 of their specialties. Just recently made an acquisition of a company that does the marketing for the hospitals. A lot of these hospitals are started by doctors, and they really don’t have strong business sense, so Nobilis buys the hospitals back from the doctors and partnerships with them. They are seeing increased revenue and increased cash flow and earnings. Just had a pre-announcement of their numbers this week, and the numbers were fantastic. Feels there is lots of runway for them to go.

Price:
$4.030
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-01-14 TOP PICK Patient-Home-Monitoring
PHM-X
Bruce Campbell (2)

A growth by acquisition story, but also an organic growth story. He finds it really exciting that they are able to do acquisitions but also grow organically. Last quarter indicated that they are growing organically by more than 20%. In the last 3-4 weeks, they have announced 2 more acquisitions and have 20 more LOIs (Letters of Intent) that they are working on. He is expecting there will be more acquisitions. Just announced they have a $50 million annualized run rate on their revenue. They are now starting to get into bigger and bigger deals. The thought is that they are going to have excess cash flow and they are going to be paying a dividend fairly soon.

Price:
$0.830
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-01-13 TOP PICK Canadian-Pacific-Rail
CP-T
Paul Taylor

This has longer-term visible growth with numerous drivers from the top line along with expense control. Management is looking for 81 initiatives to get the operating ratio down to the low 60s/high 50s. They are looking at a growing their top line through 2018. Dividend yield of 0.66%.

Price:
$211.590
Subject:
CANADIAN LARGE & GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-13 TOP PICK Descartes
DSG-T
Paul Taylor

Sees continued growth in this. Have good order systems for delivering products on time. This is a continued earnings growth story. Well positioned for the focus on logistics. Lots of organic revenue growth potential.

Price:
$18.390
Subject:
CANADIAN LARGE & GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-13 TOP PICK Element-Financial
EFN-T
Paul Taylor

A Canadian based equipment leasing company. They lease into the fleet business of cars and trucks, aviation, rail cars etc. Have been diligently working to build their portfolio and is on the cusp of going through $15 billion towards $20 billion. Earnings year-over-year are going to move from $.35 to about $1. The BV, which is just under $10, is moving up fairly significantly. They are also cutting their costs.

Price:
$13.990
Subject:
CANADIAN LARGE & GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-13 TOP PICK Google
GOOGL-Q
Christine Poole

90% of their revenues come from online advertising. They are the leading search engine globally. The stock did nothing in 2014 and the valuation came down. Trading at about 17-18 times forward earnings, very much in line with where she sees their earnings going over the next 2-3 years. There is still a lot of room for online advertising to grow.

Price:
$501.800
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-13 TOP PICK Toronto-Dominion
TD-T
Christine Poole

Likes banks as a group. Have made various acquisitions in the US over the last few years, so they have a nice presence in the states, which is about 21% of their profits. Has one of the lowest exposures to energy in the group. They have a 40%-50% target payout ratio. Based on the current dividend that is in place and the earnings expected this year, the earnings ratio is about 41%. This tells her there are going to be dividend increases of 6%-8%. Trading at about 11.5X forward earnings and ROE is in the high double digits. Yield of 3.62%.

Price:
$51.950
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-13 TOP PICK Wells-Fargo
WFC-N
Christine Poole

High-quality bank with a proven track record of growing its profits and raising its dividend. Focused on credit quality. On price performance over 5-10-20 years this is in 1st or 2nd place. Feels they are going to benefit from an improving US economy and eventual rising interest rates. The leading residential mortgage player out there as well as a top auto, small business and midmarket lender, so as the economy improves, loan growth will start to improve. Yield of 2.7% and feels that they will get approval to keep on increasing this. Trading at an attractive multiple of about 12 times forward earnings.

Price:
$51.850
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-01-12 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
Barry Schwartz

He wants to invest with the smartest guys on Bay Street, and that’s who these people are. They are predicting that in the next 10 years they will triple their NAV, by getting more real assets and more fee bearing capital. Dividend yield of 1.25%.

Price:
$61.340
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-01-12 TOP PICK BB-and-T-Corp.
BBT-N
Norman Levine

He looks at valuations and geographical locations.  Some regions are doing better economically.  They are in North Carolina, and the US east coast.  Has a very big consumer bend to it and a lot like the Canadian banks.  He likes the outlook for it.  Loan growth should be increasing.  It should have better earnings and dividend growth and little exposure to the two energy markets.

Price:
$36.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-01-12 TOP PICK BankUnited--Inc
BKU-N
Norman Levine

He is doubling up on his position.  Operations in Florida and New York.  It basically went under in 2008 and was bought and recapitalized.  It is a commercial bank.  Florida and New York city are good areas for this.

Price:
$27.130
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-01-12 TOP PICK General-Motors-Corporation
GM-N
Barry Schwartz

Stock has been hit because of the lawsuits and all the issues that are going on, but he sees a better year in car sales in 2015, and this company increasing its market share and improving sales outside of North America. Low gasoline prices and low interest rates help spur car sales. Dividend yield of 3.35%.

Price:
$35.840
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-01-12 TOP PICK Home-Capital-Group
HCG-T
Barry Schwartz

This has been hit lately. It is always easy to be Short or be negative on a narrative. The narrative is “Canadians have too much debt, the housing market is overvalued, and with oil and gas going down, etc., etc., so Short banks and this company.”. Has heard this story every year for13-14 years. As interest rates go low, people can carry more debt. At the end of the day, you are not paying a high valuation. They have delivered double-digit growth pretty much every single year since it existed. Yield of 1.91%.

Price:
$41.640
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-01-12 TOP PICK Vodafone-Group-PLC
VOD-Q
Norman Levine

The attraction now is that in Europe telcos are starting to be able to raise their rates.  African and Asian businesses are getting better.  Earnings growth will be more than for domestic telcos. 

Price:
$34.320
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
Showing 1 to 60 of 20,489 entries
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