Recent Top Picks | StockChase
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Compiling comments that experts make about stocks while on public TV.

Recent Top Picks

Date Signal Company Expert Opinion Price
2017-09-25 TOP PICK iShares-MSCI-Europe-Financial
EUFN-Q
Tyler Mordy

It feels weird to recommend European banks, but there are limits to linear thinking, and things can change. Europe, arguably, is much earlier in the economic cycle than the US. Importantly, credit markets are fine and confidence is up.

Price:
$22.980
Subject:
ETF's
Bias:
CAUTIOUS ON US MARKET
Owned:
Yes
2017-09-25 TOP PICK iSHARES-MSCI-Sweden-ETF
EWD-N
Tyler Mordy

Sweden is a country with less than 10 million people, but incredibly geared towards the global economic cycle. If you believe we are in this mild, synchronized global upturn, then you want a very highly industrialized nation, geared towards a global recovery. Sweden accomplishes that. Bloomberg just put out their index and said Sweden ranked 2nd in the Innovation Index.

Price:
$35.490
Subject:
ETF's
Bias:
CAUTIOUS ON US MARKET
Owned:
Yes
2017-09-25 TOP PICK Goodfood-Market-Corp.
FOOD-T
Stephen Takacsy, B. Eng, MBA

They have about 40% of the market.  They disclosed there are up to 31k subscribers.  They just went public in June.  They are full of cash and now increasing their distribution facility in Montreal 10 fold.  They will open a facility out west next year.  It would make sense for a large grocer to acquire this one to get into the business of direct delivery to the home.  They have great management.  (Analysts’ target: $2.63).

Price:
$2.480
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2017-09-25 TOP PICK Pure-Technologies-Ltd
PUR-T
Stephen Takacsy, B. Eng, MBA

An infrastructure play.  They provide services and equipment to inspect waste water, oil and gas pipes.  It was overvalued for many years.  They had had some integration issues with acquisitions.  Margins are growing and costs are under control.  (Analysts’ target: $6.50).

Price:
$5.370
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2017-09-25 TOP PICK Rogers-Sugar-Inc
RSI-T
Stephen Takacsy, B. Eng, MBA

The new CEO wants to implement a growth strategy.  They just acquired a Maple Syrup products exporter, the biggest in the world.  You should see a re-rating of the stock to a growth stock.  (Analysts’ target: $7.00).

Price:
$6.330
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2017-09-25 TOP PICK SPDR-Financial-E.T.F.
XLF-N
Tyler Mordy

The pillars of Trump’s platform had infrastructure, lower taxes and reduced regulations. It is pretty clear that infrastructure and lower taxes is going to be, if ever, some time in the future. However, reduced regulations is something that can be done. They said that regulations don’t necessarily have to change the laws, they just have to reinterpret existing laws. Trump’s overall impact on the global economy won’t be as large as people had thought, but his sectorial impact will be massive. Banks are incredibly under owned and under loved, and extremely oversold.

Price:
$25.400
Subject:
ETF's
Bias:
CAUTIOUS ON US MARKET
Owned:
Yes
2017-09-22 TOP PICK Bank-of-America
BAC-N
Paul Harris, CFA

Owns 10% of deposits in the US, so they could grow through retail acquisitions. However, they are going to grow by organic growth. They have a great retail franchise and great asset management, brokerage and investment banking business, a well-rounded company. Trading close to BV, which he thinks is going to go up to $26.66 next year. The intrinsic value is somewhere around $38-$40. Dividend yield of 1.9%. (Analysts’ price target is $27.)

Price:
$25.020
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-22 TOP PICK CASH
CASH
Don Vialoux

Holding cash until the middle of October makes sense, because that is when all the economically sensitive sectors turn positive. Wait until that time before using your cash.

Price:
$0.010
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-22 TOP PICK Cenovus-Energy
CVE-T
Paul Harris, CFA

There was the crash in oil prices, and this company didn’t restructure as fast as everybody else, and got really hurt. Recently did a very big acquisition and had to issue a bunch of shares, and the stock has fallen even more. This is probably the time to own the stock because of new management coming in, who will probably exit some businesses allowing them to pay down some debt. Dividend yield of 1.6%. (Analysts’ price target is $13.)

Price:
$12.690
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-22 TOP PICK Inter-Pipeline
IPL-T
Paul Harris, CFA

Not a cheap stock, but a great story and pays a great 6.7% dividend yield. Has fallen off because of some issues with interest rates going up, and this is more of a utility stock. (Analysts’ price target is $29.)

Price:
$24.240
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-22 TOP PICK Global-X-Fertilizers-ETF
SOIL-N
Don Vialoux

Historically, this has done well from September through to around the 1st of the year. It just had a nice break out recently. It is establishing an upward trend, so the technicals are positive. Seasonally, this continues through until January.

Price:
$10.180
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
No
2017-09-22 TOP PICK BMO-Equal-Weight-Bank-ETF
ZEB-T
Don Vialoux

Historically, banks have had 2 periods of seasonal strength. One of them is right around now through until the end of November. Bank CEOs love to give you good news as you get into the 4th quarter, when they release their results. Technically, it looks like we have started into seasonal strength right now.

Price:
$27.610
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
No
2017-09-21 TOP PICK Bank-of-America
BAC-N
David Burrows

It is a more domestically focused bank.  40% of business is from corporate and consumer banking.  20% of revenue is from wealth management which they have done a good job with.  Business conditions are improving in the US.  Higher interest rates are going to give them the ability to make a better interest margin.  ROE could go from 7 to 10%.  It is trading at 1 times its book value vs. 3 for norms and for Canadian banks.  (Analysts’ target: $27.00).

Price:
$25.160
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-21 TOP PICK Caterpillar
CAT-N
David Burrows

It has done well through a difficult period.  80% of the revenue from that sector was just replacement parts.  This equipment wears out and has to be replaced and maintained.  It has the fastest earnings revisions of any S&P company.  (Analysts’ target: $125.00).

Price:
$124.790
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-21 TOP PICK DowDuPont-Inc.
DWDP-N
David Burrows

The largest chemical company in the world.  They may break up into three to unearth more value.  They are completely attached to the global economy.  There are billions in savings they can generate in the next couple of years to generate a much better return on their assets.  It just continues to unfold.  (Analysts’ target: $79.00).

Price:
$70.320
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-21 TOP PICK iShares-Nasdaq-BioTech-ETF
IBB-Q
Hap (Robert) Sneddon FCSI

This is a long-term theme. We are going to have a little bit of resistance at his initial target of $3.90. (Chart actually shows around $380. Did he misspeak? - Bill) There is some volatility with some pretty big swings.

Price:
$331.270
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2017-09-21 TOP PICK Toronto-Dominion
TD-T
Hap (Robert) Sneddon FCSI

This is in the right sector. It is going to give you as much safety as you are going to get by and large, through the SPDR Financial ETF (XLF-N). Chart shows a good long base from 2014 and into 2016, followed by the 1st thrust in the latter part of 2016, i.e., the Trump bump. You want to see it get above the recent high of around $71-$72. It is the best bank out there. (Analysts’ price target is $74.)

Price:
$69.010
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2017-09-21 TOP PICK iShares-S-and-P-TSX-Gb-Base-Metals
XBM-T
Hap (Robert) Sneddon FCSI

The run on this started a bit sooner than everything else. If it gets through the top of $14.20, it will run. The chart shows a huge head and shoulders formation. Some of the bigger components are things like Lundin Mining (LUN-T), Teck Resources, BHP Billiton, etc. It will be very volatile, so if you get some profit, then maybe piece off some of it. Come the spring, you are probably not going to want to own this.

Price:
$12.640
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2017-09-20 TOP PICK Apple
AAPL-Q
Zachary Curry

This keeps you in the eco system, which is extremely profitable for them. The apps and the music side is keeping you in there. The iPhone 8 and iPhone X should be positive heading into the holiday season. Also, it is not trading at an outrageous multiple. Dividend yield of 1.6%. (Analysts’ price target is $180.)

Price:
$156.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2017-09-20 TOP PICK Accenture-Ltd.
ACN-N
Zachary Curry

More and more people are moving to the Cloud and not knowing how to do it. Production for this company is helping companies do it. That will grow, grow and grow in his view. Has a huge cash horde, and are very good at integrating acquisitions. Sees it in the $150-$160 range in a year. Dividend yield of 1.8%. (Analysts’ price target is $138.)

Price:
$138.010
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2017-09-20 TOP PICK Altagas-Ltd
ALA-T
Zachary Curry

Subscription Receipts. They did a big deal with the WGL in Washington, and there is a bit of pressure there, but positive and the fact that you get your $31 back if the deal doesn’t work, and a 7% monthly income to wait. Dividend yield of 7.3%. (Analysts’ price target is $33.)

Price:
$28.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2017-09-20 TOP PICK Medical-Facilities-Corp.
DR-T
Bruce Murray

They own source surgical centres in the US. They own 55% of the properties and the surgeons own 45%. The surgeons get paid, but they also have an interest in the business. They are mainly in the Midwest. A relatively small company. Management knows what they are doing, and will continue to buy more of these things. He wants to see a 5% dividend yield, which means it will be a $20 stock, and he will reduce his position in it. Dividend yield of 7.5%. (Analysts’ price target is $16.)

Price:
$14.900
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2017-09-20 TOP PICK Newell-Brands-Inc
NWL-N
Bruce Murray

This was a top pick in August. Then we had the hurricanes that hammered Houston. This company owns Rubbermaid and they buy a lot of rubber. They just put out a press release saying their earnings were going to be hurt because of the increased cost of rubber, and in fact might not get it for a period of time. Because of this, the stock has been hit and is now in the low $40s. He does not believe this is a long-term event, and he would buy the heck of it at this price. It is $3 of earnings and an extremely well-managed company. They own a plethora of brands. Earnings are $3 currently, and he thinks that goes to $4 in a couple of years. Has a $60 target price. Dividend yield of 2.2%. (Analysts’ price target is $58.)

Price:
$42.400
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2017-09-20 TOP PICK Royal-Caribbean-Cruises
RCL-N
Bruce Murray

The stock is down because of hurricanes; however it continues to plug away. Has a $135 target price on it. Demographic demand is strong. The Chinese are getting into cruising, which is a huge market opening up. Cruising will continue to grow. Dividend yield of 2%. (Analysts’ price target is $130.)

Price:
$115.540
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2017-09-19 TOP PICK Celgene-Corp
CELG-Q
Gordon Reid

This has done extremely well. It is growing quickly. Has a good pipeline with 4 drugs that he believes could be $1 billion or more in revenue. The biggest property they own is Revlimid. They concentrate on cancer treating drugs. Not inexpensive, but is reasonably priced. Thinks that next year they will do $8 a share in earnings, less than 20X, and growing at a rapid rate. (Analysts’ price target is $156.)

Price:
$143.470
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-09-19 TOP PICK Lear-Corp.
LEA-N
Gordon Reid

Automotive seating systems. Trading at less than 9X earnings. Growing rapidly and well-managed. The auto industry is more than just North America. About 17 ½ million units out of N.A., 22 million out of Europe and about 26 million out of China. Dividend yield of 1.2%. (Analysts’ price target is $167.)

Price:
$166.300
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-09-19 TOP PICK Methanex-Corp
MX-T
Nick Majendie

The world’s largest producer of methanol, but it tends to track energy prices broadly. Feels there is excellent demand growth over the next number of years, which this company will participate in. They’ve done all of their greenfield expansion over the last number of years, so will be generating a lot of free cash flow in an environment where he expects methanol prices to be between $350 and $400 over the next 5 years. Dividend yield of 2.3%. (Analysts’ price target is $57.)

Price:
$64.330
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-19 TOP PICK Priceline.com-Inc.
PCLN-Q
Gordon Reid

This has been one of the best performing stocks in the NYSE’s history. Had owned this about 15 years ago at $19, but the multiple is lower today than it was then. They will make somewhere in the neighbourhood of $78 a share in earnings this year, and may even touch $90 a share next year. They’ve been very acquisitive over their lifespan. (Analysts’ price target is $2,100.)

Price:
$1859.780
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-09-19 TOP PICK Peyto-Exploration--and--Develop.
PEY-T
Nick Majendie

The lowest cost gas producer in Alberta. He really likes management. They’ll produce BOE’s next year close to 120,000 a day with 53 employees, where over the last 5 years it was between 50 and 55. Very efficient. Natural gas prices have been improving lately. Dividend yield of 6.4%. (Analysts’ price target is $30.)

Price:
$20.910
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-19 TOP PICK Yamana-Gold-Inc.
YRI-T
Nick Majendie

Has been a disappointing performer and selling at a discount. There was a lot of worry amongst investors and some analysts about the balance sheet because of their building of the new mine Serra Morro, which is now 90% complete, and will increase their cash flow 20%, if not 30% when it is in full production. People are worried it might breach their debt covenants, resulting in an equity issue, but he heard they had hedged 60% of next year’s gold production, and 70% of copper production, at prices above what they had budgeted for. In addition, Serra Morro will see them increase their silver production by about 40%. Dividend yield of 0.8%. (Analysts’ price target is $3.50.)

Price:
$3.390
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-18 TOP PICK Boyd-Group-Income-Fund
BYD.UN-T
Jason Del Vicario

An auto body company, a very high ROE generator. The auto body business is fairly fragmented and this company has been a consolidator. He picked this because they have come off from their highs of about $102. A very, very well-run company. Dividend yield of 0.6%. (Analysts’ price target is $110.)

Price:
$91.620
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-18 TOP PICK CASH
CASH
Josef Schachter

You need some buying power for later in the year.  There will be a lot of buying opportunities.

Price:
$0.010
Subject:
ENERGY & ENERGY SERVICE STOCKS
Bias:
BEAR on OIL
Owned:
Yes
2017-09-18 TOP PICK CCL-Industries--B-
CCL.B-T
Jason Del Vicario

This has a core business in packaging and labelling. They did a transformational acquisition where they bought Avery Labels, and more recently bought Innovia out of the UK, which literally prints plastic money, in Canada, Australia and the UK. It has come off recently from its highs. They’ve been increasing their earnings and dividends. A very well-run company. Dividend yield of 0.8%. (Analysts’ price target is $68.50.)

Price:
$56.980
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-18 TOP PICK Constellation-Software-Inc.
CSU-T
Jason Del Vicario

Debenture.Probably the best capital allocator in Canada. He likes this debenture, because it has a high yield of almost 7%. It is not well known and is under the radar. It also has an element of inflation protection. The yield is rather unique in that it is set at 6.5% plus the trailing CPI inflation rate. If you think inflation is going to pick up, you will get yield reset every year. Yielding 6.3%. (Note: This doesn’t qualify for the dividend tax credit, so Buy it in an RRSP, RIIF or a TFSA account.)

Price:
$687.000
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-18 TOP PICK Essential-Energy-Services-Ltd.
ESN-T
Josef Schachter

It has rolled over.  It is the largest coil tubing operator.  They have a book value of $1.14 and is trading half that.  It went from 50 cents to 2.18 and is now back down almost to that level.  Over half of the stock is held by institutions.  He will put it on his action buy list in the next couple of months.  (Analysts’ target: $1.05).

Price:
$0.590
Subject:
ENERGY & ENERGY SERVICE STOCKS
Bias:
BEAR on OIL
Owned:
No
2017-09-18 TOP PICK Gran-Tierra-Energy-Inc.
GTE-T
Josef Schachter

They are out of favour.  It is trading below proven reserves.  The CEO has a large holding along with a major shareholder.  He thinks it has a lot of upside and you could by it during tax loss selling.  (Analysts’ target: $4.60).

Price:
$2.630
Subject:
ENERGY & ENERGY SERVICE STOCKS
Bias:
BEAR on OIL
Owned:
No
2017-09-15 TOP PICK Atlantic-Gold-Corp
AGB-X
Dennis da Silva

A new producer in Canada. Unique and in Nova Scotia. They are opening their new mine, a Moose River consolidated mine project. It is going into production in October, and should be commercial by the end of the year. 85,000 ounces in 8.5 years. Sub-$600US an ounce production cost, so margins will be very robust. The ability to double from 2 satellite deposits, probably in 3 years, will more than double production. (Analysts’ price target of $2.17.)

Price:
$1.460
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-15 TOP PICK Parsley-Energy
PE-N
Eric Nuttall

This is his biggest E & P holding. 90% hedged next year, so it is really a production story and a delineation story. They are spending more money next year than this year on delineation. They’ve had really good success in the new zone where they have 600 locations. They’ll be growing more than 50% next year. Relatively healthy balance sheet and a good hedge position. Trading at a discount relative to other Permian producers. There is upside from them continuing to delineate the Wolf Camp C, because the economics are pretty outstanding on “finding costs” at about $5 a barrel. (Analysts’ price target is $38.)

Price:
$25.640
Subject:
ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-09-15 TOP PICK Paramount-Resources
POU-T
Dennis da Silva

Has been a great performer. He would say this had 3 lives in the last year. 1.) A poor performance in 2016 when it got caught in low commodity prices forcing them to sell almost $3 billion in assets to pare down from 60,000 to 10,000 BOE’s a day. 2.) Being a liquids rich producer grew the 10,000 to 30,000. Executed according to plan and the stock has probably gone from $13 to almost $25 through that process. 3.) Just acquired Apache Canada and merged with Trilogy, and now back to 90,000 BOE’s a day. (Analysts’ price target of $25.)

Price:
$23.240
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-15 TOP PICK ProPetro-Holding-Corporation
PUMP-N
Eric Nuttall

A pure play pressure pumper in the Permian Basin. Very clean balance sheet. Trading at 3.5X next year’s EBITDA, which is about half of its historical multiples. They have long-standing relationships with the best Permian players in the business. Very cheap. (Analysts’ price target is $18.50.)

Price:
$11.890
Subject:
ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-09-15 TOP PICK Surge-Energy-Inc
SGY-T
Dennis da Silva

They’ve been showing good discipline and right sizing their portfolio. Reduced debt from $450 million in mid-2014 to about $200 million. Has a much better balance sheet. Probably has a 15% rate of growth in an environment where oil is $50-$55. Dividend yield of 4.5%. (Analysts’ price target of $3.)

Price:
$2.050
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-15 TOP PICK U.-S.-Silica-Holdings
SLCA-N
Eric Nuttall

A fracing sand provider. Down 50% year to date on concerns of production coming out of Texas. While volumes are going to be increasing, when you cancel the type of sand coming from Texas, combined with demand growth overall, there will not be that massive glut everybody is concerned about. The stock is reflecting a doomsday scenario, which there is no basis of reality in. Trading extraordinary cheaply. Very, very strong balance sheet. Dividend yield of 0.9%. (Analysts’ price target is $40.)

Price:
$28.810
Subject:
ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-09-14 TOP PICK Allergan-PLC.
AGN-N
Paul Macdonald

They are known for Botox.  Aesthetics is a big part of their business as well as a great urology business and Gastro Intestinal business.  They sold their urology business and reinvested their cash into R&D.  It is very inexpensive.  (Analysts’ target: $271.50).

Price:
$223.700
Subject:
HEALTHCARE
Bias:
SELECTIVE
Owned:
Yes
2017-09-14 TOP PICK Avigilon-Corp
AVO-T
Bruce Campbell (2)

Makes high definition security cameras. They originally started mostly on the hardware side, but now are really starting to move into the software side. The artificial intelligence they have and the bundle between hardware and software is becoming more user-friendly, saving their users a lot of time and labour as well. (Analysts’ price target is $20.)

Price:
$17.890
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-14 TOP PICK Grande-West-Transportation-Group
BUS-X
Bruce Campbell (2)

The stock ran up and made a nice move in anticipation of everything happening, and now it is sort of execution for the management team. The stock pulled back giving it a really attractive entry point. They are now aggressively moving into the US with their US partner taking bus orders and starting to sell. There is also lots of room for growth in Canada. The US has 2 markets, municipalities and the private market for rental car, transportation at the airport, etc. Management guides towards 200 buses out the door this year and 300 for next year. (Analysts’ price target is $3.83.)

Price:
$2.570
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-14 TOP PICK Merck--and--Company
MRK-N
Paul Macdonald

He likes their leadership in drug therapies.  They have their HEP-C and diabetes franchises.  It is an easy hold for him.  They are well diversified.  They are number 3 in animal health products.  It has a PE of 15.5 times next year’s earnings.  (Analysts’ target: $70.00).

Price:
$66.120
Subject:
HEALTHCARE
Bias:
SELECTIVE
Owned:
Yes
2017-09-14 TOP PICK UnitedHealth-Group-Inc
UNH-N
Paul Macdonald

The dominant player in health insurance in the US.  They have a pharmacy benefit manager.  They are squeezing down costs and gaining business.  (Analysts’ target: $214.00).

Price:
$197.730
Subject:
HEALTHCARE
Bias:
SELECTIVE
Owned:
Yes
2017-09-14 TOP PICK Westport-Fuel-Systems-Inc
WPRT-T
Bruce Campbell (2)

This continues to be a huge growth area in the liquid natural gas and liquid propane markets for bigger users. The company has said they are going to be profitable starting in 2018. (Analysts’ price target is $3.00.)

Price:
$3.510
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-13 TOP PICK Alaris-Royalty
AD-T
Michael Sprung

Over the last 2 years, this company has had its share of setbacks, but most of that seems to be getting worked through. Recently one of the companies that provided a large chunk of their cash flow has redeemed, and people have been wondering what they are going to do. They’ve made the largest capital deployment in their history with the Sales Benchmark Index, which is a large consulting firm. That is going to go a long way. The key is that they put money into private businesses at a certain rate and then pay the dividends through to shareholders at a slightly lesser rate. Feels we are now going back on a path where there are going to be dividend increases going forward. Dividend yield of 7.7%. (Analysts’ price target is $24.)

Price:
$20.930
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-13 TOP PICK Altagas-Ltd
ALA-T
Paul Gardner, CFA

Incredibly cheap, and mispriced. The market doesn’t like that they made a transformational acquisition of WGL, the US utility. It is going to have to go through a year’s worth of regulatory reviews, but it will double their earnings, and effectively their yields and dividends will increase in about a year’s time. They beat numbers last quarter. Dividend yield of 7.6%. (Analysts’ price target is $33.)

Price:
$27.590
Subject:
REITs, BONDS AND DIVIDEND STOCKS
Bias:
UNKNOWN
Owned:
Yes
2017-09-13 TOP PICK Baytex-Energy-Corp
BTE-T
Paul Gardner, CFA

A 6.625% bond maturing in 2021. Made a big acquisition in the Eagle Ford of Texas. You are getting nothing for the heavy oil business in Canada. If push came to shove, as the debt holder, he will get the Eagle Ford asset if it is ever restructured.

Price:
$3.340
Subject:
REITs, BONDS AND DIVIDEND STOCKS
Bias:
UNKNOWN
Owned:
Yes
2017-09-13 TOP PICK Fortis-Inc.
FTS-T
Michael Sprung

One of his favourite utilities. Has a large US presence. A big part of their M&A growth is behind them. They made 2 major acquisitions in the last few years, one of them being in Texas, so capital expenditures might be going up a little in the near term. They are much more into energy transmission as well as generation. Dividend yield of 3.5%. (Analysts’ price target is $50.)

Price:
$44.430
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-13 TOP PICK Toronto-Dominion
TD-T
Paul Gardner, CFA

This just blew out the numbers last quarter. Trading at a reasonable 1.7X BV. Great ROE in Canada, but are adding a fair amount of earnings power through their US network. With interest rates going up in Canada, and somewhat in the US, that benefits the bank. Dividend yield of 3.6%. (Analysts’ price target is $74.)

Price:
$67.070
Subject:
REITs, BONDS AND DIVIDEND STOCKS
Bias:
UNKNOWN
Owned:
Yes
2017-09-13 TOP PICK Vermilion-Energy-Inc
VET-T
Michael Sprung

Has operations in the Netherlands, Germany, Ireland and North America. A very solid free cash flow generator even at today’s prices. Well valued and well-managed. Dividend yield of 6.1%. (Analysts’ price target is $50.)

Price:
$43.900
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-12 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
Christine Poole

An alternative asset manager. They invest their money and shareholders money into 4 general areas, property, infrastructure, renewables and private equity. If you buy this, you get global exposure. They have very attractive profiles. The company looks for assets that are long life and can provide stable cash flow streams. They tend to have a very strong balance sheet, as they like to buy sectors when they are out of favour. Dividend yield of 1.4%. (Analysts’ price target is $45.)

Price:
$48.270
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-09-12 TOP PICK IShares-Aero--and--Def.-ETF
ITA-N
Cameron Hurst

Defence is expensive. This ETF is aerospace and defence. If you want to be more precise, Raytheon (RTN-N) is a good way, which is focused on cyber defence, missile defence, has the most international sales exposure. He likes the theme of defence spending. You take out some of the idiosyncratic risks by buying this one.

Price:
$169.640
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2017-09-12 TOP PICK Toronto-Dominion
TD-T
Christine Poole

She likes the banks, and this one in particular. They had a very strong quarter. A year ago, people thought they were overvalued versus historical. Now, in terms of price to earnings and price to BV, they are in line with historical. Rising interest rates should be positive for banks. She also likes their US exposure. Dividend yield of 3.6%. (Analysts’ price target is $74.)

Price:
$66.680
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-09-12 TOP PICK United-Technologies
UTX-N
Christine Poole

A global provider of products and services for building services and aerospace. In the building service space, they provide equipment for heating, ventilation, air conditioning and security. This would include Carrier and Chubb. They also have a 34% share in Otis Elevators. Also, do aerospace components, engines, lighting, etc. They own Pratt and Whitney, an airplane manufacturer. Just announced the acquisition of Rockwell Collins, another aerospace manufacturer, which they expect to close a year from now. Dividend yield of 2.5%. (Analysts’ price target is $125.)

Price:
$109.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-09-12 TOP PICK Visa-Inc.
V-N
Cameron Hurst

The growth profile is fantastic. It has 10% better margins than MasterCard (MC-N). They just put in Europe, so they have a whole bunch of synergies to find there. Dividend yield of 0.6%. (Analysts’ price target is $112.)

Price:
$106.210
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2017-09-12 TOP PICK SPDR-Utilities-E.T.F.
XLU-N
Cameron Hurst

US growth is moderate, just not putting up accelerating growth. This is a kind of environment where steady state utilities can do really well for you. Rates don’t seem to be shooting up anytime soon as inflation is just not there.

Price:
$54.900
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
Showing 1 to 60 of 24,406 entries
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