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
2017-07-21 TOP PICK AGT-Food--and--Ingredients
AGT-T
Michael Sprung

This has been an off year for them. The pulse market has been somewhat in the doldrums. The perennial problem with the fumigation issues on importing pulses into India, has surfaced again. Over time, the company has been diversifying into ingredients for human and pet consumption. They’ve recently just bought some more transportation access to a port facility. Dividend yield of 2.4%. (Analysts’ price target is $35.)

Price:
$26.000
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-07-21 TOP PICK Cominar-Real-Estate-Inv-Tr
CUF.UN-T
Ross Healy

Trading at 60% of its BV and has a payout that is covered. If they were to cut their dividend down to about 8%, a sustainable rate, he thinks the stock would take off. Dividend yield of 11%. (Analysts’ price target is $14.)

Price:
$13.380
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-21 TOP PICK Encana-Corp
ECA-T
Michael Sprung

Just reported and the street was impressed. This is one of North America’s leading energy producers with a diverse portfolio of plays in 4 critical areas, that are all doing extremely well. Assets they own are among the best in North America. They’ve improved their balance sheet in the last year or 2. They have a five-year plan to increase production and cash flow. Dividend yield of 0.7%. (Analysts’ price target is $12.25.)

Price:
$12.340
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-07-21 TOP PICK Fortis-Inc.
FTS-T
Ross Healy

Relatively cheap and trading at about 1.25X BV, which is about as low as the company gets. Not a bad dividend of 3.6% and nice upside potential of about 25% for a utility. It should be clear to about $51. (Analysts’ price target is $50.)

Price:
$44.800
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-21 TOP PICK Home-Capital-Group
HCG-T
Ross Healy

This is back to being a company and not a rank speculation like it was a couple of months ago. There is nothing wrong with the balance sheet. A bunch of American speculators drove this company into the ground. In a couple of quarters, we should start seeing a bounce back in earnings, as well as dividends. (Analysts’ price target is $17.63.)

Price:
$13.310
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-21 TOP PICK Royal-Bank
RY-T
Michael Sprung

Banks have largely been ignored in terms of their potential for throwing off free cash flow and increasing benefits to shareholders, whether through direct dividends or through international growth. Canadian banks tend to earn 15%-20% domestically on ROE, which throws off a lot of capital that has to be reinvested. It can’t all be reinvested in Canada. This bank has a large advantage there. Dividend yield of 3.9%. (Analysts’ price target is $102.)

Price:
$94.750
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-07-20 TOP PICK Accenture-Ltd.
ACN-N
Hap (Robert) Sneddon FCSI

Sort of quasi businesses where you would see some capital spending. They act like the market and have the same beta, but has outperformed the S&P. Chart shows a nice, brilliant trend. They are connected with pretty much every company you could see out there. (Analysts’ price target is $$133.50.)

Price:
$128.540
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2017-07-20 TOP PICK AGF-Management--B-
AGF.B-T
Hap (Robert) Sneddon FCSI

This sort of fits in with his pro-growth theme. Financials are part of that. This one is a bit unique. Chart shows a long downtrend, which it broke through in April. You also got a signal in June for the longer-term. They didn’t execute very well for the last number of years, and were slow to change. Pays a decent dividend. Thinks there are a lot of tailwinds for this company. (Analysts’ price target is $7.)

Price:
$7.210
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2017-07-20 TOP PICK Jamieson-Wellness
JWEL-T
Mohsin Bashir

It is the MacDonald’s of the vitamin business.  It is the number one Canadian consumer health brand.  They have more market share than their 5 biggest peers combined.  They have exposure in China.  He thinks it will be a success-IPO story like DOL-T.  It is now going to be a show-me story as they grow their top line.

Price:
$17.050
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-07-20 TOP PICK MacDonald-Dettwiler--and--Assoc.
MDA-T
Mohsin Bashir

They are trying to be more and more tilted toward the US.  They are trying to get more regulatory approvals in the US, which will be a significant catalyst.  (Analysts’ target: $83.00).

Price:
$65.610
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-07-20 TOP PICK Visa-Inc.
V-N
Mohsin Bashir

It is a technology company, a toll collector within that sector.  $17 Trillion turns over across the globe.  It is becoming more and more ‘electronicified’.  They are growing and getting more avenues of getting paid.  (Analysts’ target: $105.00).

Price:
$98.110
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-07-20 TOP PICK iShares-S-and-P-TSX-Gb-Base-Metals
XBM-T
Hap (Robert) Sneddon FCSI

A basket of all the base metal stocks out there. They have a pretty long downtrend that starts in 2011, and it is just starting to poke its head above a shorter-term break. There are no guarantees, but if we are going to get this pro-growth move, base metals are going to be part of that. Thinks this is a double and a low risk by going to the basket.

Price:
$11.590
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2017-07-19 TOP PICK Brookfield-Infrastucture-Partners
BIP.UN-T
Veronika Hirsch

Infrastructure is the buzzword of every western government on the planet. What happens when they financed new infrastructure, they have to sell something. Nobody has a budget for new infrastructure. That is when this company comes in. They are capable of joint venturing with someone and can buy fairly chunky assets. Dividend yield of 4.7%. (Analysts’ price target is $42.)

Price:
$50.160
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-07-19 TOP PICK Computer-Modelling-Group-Ltd
CMG-T
Veronika Hirsch

They recently had a joint venture with Baker-Hughes (BHGE-N), where Baker Hughes is co-marketing one of their products. It would make sense for Baker Hughes to take over this company. Schlumberger (SLB-N) is the only company with a competing product. (Analysts’ price target is $9.50.)

Price:
$9.620
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-07-19 TOP PICK Descartes
DSG-T
Veronika Hirsch

This is a growth stock, and is a beneficiary of what is happening with delivery. It is a logistics company, and the more delivery there is of anything, then this company is a beneficiary. Also, it is a growth by acquisition story and interest rates are great for them. (Analysts’ price target is $36.29.)

Price:
$31.020
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-07-19 TOP PICK Parsley-Energy
PE-N
Eric Nuttall

A Permian producer that has been doing a really good job of acquiring acreage, so they issued a ton of paper on to the market. They’ve grown 14% a quarter for the past couple of years. They now get to slow down on that and focus on delineating their acreage, and also going after some new benches. One that they think they have a command of is the Wolf Camp C, and these wells are super, super economic. Have about 70% of their production hedged next year. (Analysts’ price target is $40.)

Price:
$29.130
Subject:
ENERGY
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2017-07-19 TOP PICK U.-S.-Silica-Holdings
SLCA-N
Eric Nuttall

The frac sand market is 75 million tons this year, growing to 110 million tons next year, growing to 140 million tons in 2019, equalling 65 million tons of demand growth. Supply growth will be anywhere from 30 million to 40 million. The price insensitivity of producers to an increase in frac sand price means that pricing will go up month after month, quarter after quarter for the next couple of years. This is the best positioned frac sand company. Dividend yield of 0.8%. (Analysts’ price target is $54.25.)

Price:
$34.980
Subject:
ENERGY
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2017-07-19 TOP PICK Trican-Well-Service-Ltd.
TCW-T
Eric Nuttall

Canada is materially undersupplied for pressure pumping demand. Pricing will continue to go up, and yet these stocks are selling off in the belief that while crude oil has checked back, companies are losing pricing power. That is not correct. This company can cash flow $300 million next year. Where the stock price is trading at, it is discounting by about $150 million of cash flow next year, not $300 million. If he is correct, there is 75%-100% upside in the stock. A stock price of $6-$7 is not unreasonable. (Analysts’ price target is $5.88.)

Price:
$3.700
Subject:
ENERGY
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2017-07-18 TOP PICK Broadcom
AVGO-Q
David Burrows

This plays into the new iPhone theme. They expect to have 40% more content in the new iPhone than they did in the last iPhone. They make RF chips which are going into everything. The only semiconductor company that has a long-term contract with Apple. Dividend yield of 1.6%. (Analysts’ price target is $277.50.)

Price:
$250.880
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 TOP PICK Delta-Air-Lines-Inc
DAL-N
Barry Schwartz

The US airlines have fundamentally transformed themselves. They used to be carefree and footloose with funds. Over the last 4 years they have consolidated, and there are now only 4 major carriers, and have been enormously profitable. This is buying back stock hand over fist. Raised its dividend, and announced a 50% dividend increase for the next quarter. Trading at about 9X earnings. Dividend yield of 1.5%. (Analysts’ price target is $66.)

Price:
$53.960
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 TOP PICK D-R-Horton-Inc.
DHI-N
David Burrows

The largest homebuilder in the world. They operate in 27 states and have $12 billion in revenue. New home sales are growing at greater than 10% in the majority of US states. The inventory of new homes going back to 1988, is just off the lows. The problem has been not enough homes. This company sells into the entry level buyer, and the millennials are just starting to buy homes. If there is a prolonged, economic, slow expansion, there is a pent-up demand for new homes. Dividend yield of 1.1%. (Analysts’ price target is $38.)

Price:
$36.410
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 TOP PICK KAR-Auction-Services
KAR-N
Barry Schwartz

The 2nd largest provider of car and salvage auction vehicles. It doesn’t take any balance sheet risks. Cars that come off lease go through its auction houses, so it is a really low CapX, high margin business. Dividend yield of 3.2%. (Analysts’ price target is $51.)

Price:
$40.730
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 TOP PICK Mastec-Inc
MTZ-N
David Burrows

A construction company contractor in 3 basic areas. Oil/gas infrastructure pipelines, electric transmission/power generation and communications. They build out infrastructure, and are benefiting as the communication companies build out additional gear on all their towers. There has been a bunch of new pipeline capacity approved that will be built out. Because of electric cars, it is possible we are going to need additional generation and transmission capabilities. (Analysts’ price target is $52.50.)

Price:
$45.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 TOP PICK Waste-Connections
WCN-T
Barry Schwartz

An idea based upon a pickup on global growth, and that the US is going to continue showing improvement. They acquired a Canadian company, Progressive Waste Solutions, and are much bigger. They are not done yet. They want to continue to consolidate the industry, which is still extremely fragmented. Not a cheap stock, but has pulled off a little bit here. Dividend yield of 0.8%. (Analysts’ price target is $96.)

Price:
$81.520
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-17 TOP PICK Celestica-Inc
CLS-T
Brendan Caldwell

Canada is phenomenal in areas we don’t think we are.  This one is trading at a big discount to its peers.  One of the biggest suppliers to the aerospace and defense industry.  We may not be the dominant brand, but we are the brains behind the brands.  They are a little bit behind on valuation.  (Analysts’ target: $15.50).

Price:
$17.430
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Yes
2017-07-17 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
Richard Croft

*Covered Call*. The company had blowout numbers. Thinks the stock is going to go through $100 before the end of the year. He did a $97.50 Call.

Price:
$91.390
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-07-17 TOP PICK Martinrea
MRE-T
Brendan Caldwell

The valuation is better than others.  He was out for a number of years while the auto industry went through some changes.  They are a leader in lightweighting cars, in making cars more fuel efficient. (Analysts’ target: $14.00).

Price:
$10.660
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Yes
2017-07-17 TOP PICK PowerSh-S-and-P500-BuyWrite-ETF
PBP-N
Richard Croft

A pure and simple Covered Call on the S&P 500 Index. You are getting dividends plus option premiums. It will be less volatile than the S&P 500. You are going to be subjected to withholding tax on the dividends. This is one you could hold for a long time.

Price:
$22.420
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
No
2017-07-17 TOP PICK Sunopta-Inc.
SOY-T
Brendan Caldwell

A leading supplier of health foods to companies like MacDonald’s.  They source non-GMO and organic foods from 60 countries.  The market for this is very, very big.  They supply some of the world’s leading brands.  He keeps owning it as long as it is the best available opportunity in the space.

Price:
$12.370
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Yes
2017-07-17 TOP PICK Wal-Mart-Stores-Inc.
WMT-N
Richard Croft

*Covered Call*. The company suffered and took a hit after Amazon (AMZN-Q) announced their purchase of Whole Foods. He thinks it got hit too hard. When you have a stock that drops like that, you tend to get the option premiums bumped up a little because there is a perception of greater risk. You have to like Walmart if you are going to do this, and you have to believe that they can compete very effectively against Amazon. He thinks Amazon is challenged with the “last mile” of delivery, which is the most expensive mile.

Price:
$76.370
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-07-14 TOP PICK Cogeco-Cable
CCA-T
Robert McWhirter

Recently acquired some US cable operations. Earnings per share were up 37%, a 4% earnings surprise. Free cash flow was up 113% year over year. Free cash flow yield increased from 6.5% last year to 10.4% this year. Trailing ROE is 21%. PE to growth is .35. Dividend yield of 2.1%. (Analysts’ price target is $82.50.)

Price:
$83.710
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on ENERGY
Owned:
No
2017-07-14 TOP PICK Fairfax-India-Holdings-Corp
FIH.U-T
Michael Smedley

A closed-end fund, and it is India. It is the sort of magic touch of Prem Watsa. They buy big into very interesting growth companies in an amazing growth country. (Analysts’ price target is $19.25.)

Price:
$17.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-14 TOP PICK Katanga-Mining-Ltd.
KAT-T
Michael Smedley

The “go to” company for existing supplies of cobalt. This is the one metal that is absolutely scarce.

Price:
$0.820
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-14 TOP PICK CPI-Card-Group-Inc.
PMTS-T
Michael Smedley

Makes the plastic debit cards that have the chips. In the US, they hardly have any PIN numbers. This stock falls between the cracks because it was solely listed on the Venture. There has been a mismatch of earnings over the past quarter, but he thinks things will come through. Dividend yield of 6.2%. (Analysts’ price target is $6.32.)

Price:
$3.830
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-07-14 TOP PICK Waste-Connections
WCN-T
Robert McWhirter

Garbage is relatively recession proof. Earnings were up 79%. Year-over-year sales are pretty good. Free cash flow is up 77%. Free cash flow yield at 3.5% is an improvement from 2.5% of last year. ROE is 9%. Dividend yield of 0.8%. (Analysts’ price target is $72.)

Price:
$81.620
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-07-14 TOP PICK WSP-Global-Inc.
WSP-T
Robert McWhirter

A large company with almost 36,000 employees and 500 offices in 40 countries. 36% payout ratio. They are forecasting unchanged earnings at $.65. Growth margins grew from last year from 17.8% to 18.8%. Year-over-year cash flow was up 53%. Feels all infrastructure supporting companies will end up doing well. Dividend yield of 2.9%. (Analysts’ price target is $54.50.)

Price:
$52.710
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on ENERGY
Owned:
No
2017-07-13 TOP PICK Bank-of-America
BAC-N
Paul Harris, CFA

A better bank than it was 10 years ago. It has more capital, a better cost structure and have gotten rid of assets that are non-core. They can’t acquire things anymore other than a few tuck-in acquisitions on the wealth management side. This means it is going to grow a lot more organically. They have a great wealth management business. The stock is trading at only 1X BV. Dividend yield of 1.2%. (Analysts’ price target is $27.00.)

Price:
$24.620
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-07-13 TOP PICK Cineplex-Inc
CGX-T
Jerome Hass

* Short * Pairs Trade: *Long* CNK-N/ *Short* CGX-T. Canadian long only managers always buy CGX-T as a recession proof business. It is a good company, but very expensive. It is twice the valuation of CNK-N.(Analysts’ target: $58.50).  CNK-N is more focused on the cinema business. It has 3 times more screens. It is a bigger, more liquid name and has a better dividend yield. (Analysts’ target: $44.00). 

Price:
$52.330
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
Bullish on Canadian Equities
Owned:
Yes
2017-07-13 TOP PICK Cinemark-Holdings
CNK-N
Jerome Hass

* Long * Pairs Trade: *Long* CNK-N /*Short* CGX-T. Canadian long only managers always buy CGX-T as a recession proof business. It is a good company, but very expensive. It is twice the valuation of CNK-N. (Analysts’ target: $58.50).  CNK-N is more focused on the cinema business. It has 3 times more screens. It is a bigger, more liquid name and has a better dividend yield. (Analysts’ target: $44.00). 



Price:
$37.990
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
Bullish on Canadian Equities
Owned:
Yes
2017-07-13 TOP PICK Loblaw-Companies-Ltd
L-T
Paul Harris, CFA

Trading at about 15X earnings. They have rationalized Shoppers quite well. Also, have spent a lot of money on technology. They throw off about $1 billion of free cash flow each year, and a lot of it has been spent on technology and improving stores. There has been a lot of food deflation, and they’ve been able to offset that with better technology. Dividend yield of 1.5%. (Analysts’ price target is $83.50.)

Price:
$71.370
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-07-13 TOP PICK Roxgold-Inc
ROXG-T
Paul Harris, CFA

A Canadian gold company, based in Burkina Faso, West Africa. Throws off about $60 million in free cash flow and has a mine life of about 3 years. They are spending their money in exploration, and thinks they will be able to extend the mine life. (Analysts’ price target is $2.00.)

Price:
$1.060
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-07-13 TOP PICK Spin-Master-Corp
TOY-T
Jerome Hass

There is good demand out there.  They just launched a line in China.  (Analysts’ target: $47.00).

Price:
$37.380
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
Bullish on Canadian Equities
Owned:
Yes
2017-07-13 TOP PICK ZCL-Composites-Inc.
ZCL-T
Jerome Hass

A long strategy. Fiber gas tanks. He thinks they still beat their street target.  (Analysts’ target: $14.50).

Price:
$13.500
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
Bullish on Canadian Equities
Owned:
Yes
2017-07-12 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Brian Madden

This should be able to continue the 20 year+ history of growing earnings. They’ve grown earnings 21% compounded over the last decade. The strategy is to price sharply on fuel. People are very sensitive on gasoline, and merchandise in stores is very attractively displayed. The in-store merchandise draws 3 to 5 times the gross margin that the fuel does. Dividend yield of 0.6%. (Analysts’ price target is $75.)

Price:
$62.400
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-12 TOP PICK Chartwell-Seniors-Housing
CSH.UN-T
Christine Poole

The largest provider of seniors housing communities in Canada. In the last couple of weeks, this has gone from $16 to almost $15, which is why she chose it. Everyone is getting older and living longer. It is still a very fragmented market, and this is the leader in the space. Dividend yield of 3.8%. (Analysts’ price target is $16.75.)

Price:
$15.210
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-12 TOP PICK Enbridge
ENB-T
Brian Madden

Canada’s largest pipeline company. The crown jewels would be the main line and Lakehead pipelines, a pipeline that carries about two thirds of all the oil produced in this country. They also own downstream assets that distributes natural gas. Just completed a $42 billion transformational acquisition of Spectra Energy in the US, making them the 4th largest company in Canada. It also broadens their asset base and positions them strategically in a growing production base. Dividend yield of 4.8%. (Analysts’ price target is $62.)

Price:
$50.980
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-12 TOP PICK CGI-Group--A-
GIB.A-T
Christine Poole

This has outsourcing with about 55% of their business. Systems integration and contracting is about 45%. The 55% is very much a reoccurring revenue stream, so is a stable stream of cash. Every few years they tend to make a large acquisition that either broadens their geography or deepens them in a vertical market. Logical was the last acquisition a few years ago that really gave them exposure in Europe. It was not a well-run company and margins were much lower. They brought them back up, and Europe is now about 55% of their business. They are ready to make another large acquisition, but are very disciplined on pricing, so are making smaller acquisitions. Organic growth is picking up. (Analysts’ price target is $74.)

Price:
$66.620
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-12 TOP PICK Mondelez-International
MDLZ-Q
Christine Poole

A leading manufacturer of biscuits, candy, chocolate and gum. She likes this because they are positioning in emerging markets where 35% of their revenues come from. As personal income levels increase, this company is very well positioned to participate in the growth. They are very focused on improving margins. Dividend yield of 1.8%. (Analysts’ price target is $50.)

Price:
$43.240
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-12 TOP PICK Toronto-Dominion
TD-T
Brian Madden

Canada has a banking oligopoly. This is the 2nd biggest bank in the country. Has a very strong, dominant domestic franchise and a well positioned asset management franchise. They have a large and growing presence in the US. With interest rates hikes that are occurring in the US, the likelihood of them improving their net interest margins, and ultimately their profitability, is very good. Dividend yield of 3.7%. (Analysts’ price target is $71.)

Price:
$65.160
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-11 TOP PICK Apple
AAPL-Q
Brian Acker, CA

The iPhone 8 is going to be a major upgrade cycle. A lot of people are holding off for this upgrade, as opposed to the iPhone 7. The stock had a nice pullback and they are going to report earnings in 2 weeks, but what really matters is their guidance going forward in September. It closed at $145.06, and he has a model price of $184.61, a 27% upside. Dividend yield of 1.7%. (Analysts’ price target is $164.)

Price:
$145.530
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-11 TOP PICK CitiGroup
C-N
Brian Acker, CA

2 weeks ago, this bank increased its dividend by 100%, and thinks they could double it again within the next year. Look for more dividend increases down the road. He has just had a valuation high for this company. Assets divided by shareholders’ equity is only 8X. Compare that to the Royal Bank which is 16X. They could actually double the assets on their balance sheet with their current capital. His model price is $66.84, representing no real upside, but big potential for dividend increases. Dividend yield of 1%. (Analysts’ price target is $68.)

Price:
$66.820
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-11 TOP PICK HAP-Enhanced-Income-Equity-ETF
HEX-T
John Hood

Basically 30% Banks, 20% energy, 10% utilities, etc. They have a whole bunch of stocks they do covered calls on. You are getting a good 5%-5.25% yield. It is all capital gains and dividends, not income.

Price:
$6.520
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
No
2017-07-11 TOP PICK Metlife
MET-N
Brian Acker, CA

His model price is $73.24, representing an upside of 30%. In a rising interest rate environment, this is a sector that you can hide in. Dividend yield of 2.9% (Analysts’ price target is $60.)

Price:
$55.530
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-11 TOP PICK iShares-Conservative-Short-Term-Fixed-Income-Fund
XSC-T
John Hood

This is conservative because it is short-term and you don’t have the same amount of duration risk you would have with some of the other fixed income ETF’s. It is a bit of a misnomer because it is not all that conservative. This has about 10%-15% high-yield as well as some foreign stuff.

Price:
$19.900
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-11 TOP PICK BMO-Equal-Weight-US-Banks-Hedged-to-CAD-ETF
ZUB-T
John Hood

He likes this because it has all the major banks and all the big regional banks. He likes the US banking sector if Trump is able to get through with the dismantling of Dodd Franks. Once it is done, then you are going to see those banks really actively participating in the markets.

Price:
$26.670
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-10 TOP PICK Air-Canada--B-
AC-T
Gerard Ferguson

It is a cyclical stock.  It is benefiting from a dramatic increase in passenger traffic.  We have low fuel prices and the US dollar both benefitting them.  He thinks they will issue a surprise dividend at their investor day in September.  (Analysts’ target: $20.50).

Price:
$20.370
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-07-10 TOP PICK Dollarama-Inc.
DOL-T
Jason Del Vicario

All 3 of his top picks have an element of defensiveness to them. This company has had a massive run, but they still have a long runway for growth with another 600 stores that they would like to open in Canada. They’ve been recently testing their model with some Dollar Stores in Central America, where he thinks they will make their next move. Dividend yield of 0.36%. (Analysts’ price target is $140.)

Price:
$122.030
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
2017-07-10 TOP PICK Ross-Stores-Inc.
ROST-Q
Jason Del Vicario

All 3 of his top picks have an element of defensiveness to them. Out of 500 companies in the S&P 500, this was the only company to post a positive rate of return in 2008. They buy excess inventories from some of the upper-class US stores for their outlet stores. When companies close stores or are having problems, this is good for the likes of this company. ROE is at about 40% and are actively buying back shares. One of the few retailers that are still opening stores. Dividend yield of 1.1%. (Analysts’ price target is $72.50.)

Price:
$54.800
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
2017-07-10 TOP PICK Theratechnologies-Inc
TH-T
Gerard Ferguson

They are taking the profits and cash flow from their drug to introduce a second drug, expected next year. (Analysts’ target: $9.50).

Price:
$8.240
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-07-10 TOP PICK iShares-Barclays-20-and--Yr-Treas-Bond
TLT-Q
Jason Del Vicario

All 3 of his top picks have an element of defensiveness to them. This is the Long Bond in the US and his favourite way to hedge against equity risks. This one is negatively correlated with equity markets. Because it is denominated in US$, Canadian investors have 2 opportunities to make money. 1.) If we see the markets tumble, he expects long dated treasuries to do well because it probably means rates are coming down and there is a flood to safety. 2.) The US$ being the world’s reserve currency, whenever there is uncertainty in the markets, people will flood to the US$ and US treasuries.

Price:
$122.900
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 60 of 24,146 entries
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