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
2016-07-22 TOP PICK Deutsche-X-trackers-Harvest-CSI-300-China-A-Shares
ASHR-N
Tyler Mordy

There is a lot of misinformation on China. Everyone is trying to interpret the Chinese economy through a Western prism. If you are going to understand the Chinese economy, you have to look at the directives of the government. There was a big bull market from 2002 to 2011 that was driven by exports. Now the government is wanting to rebalance to stimulate the middle class. 40% of this is banks, which are trading at very, very cheap valuations. The worst crash possible is already priced in.

Price:
$24.340
Subject:
ETFs & MACRO PORTFOLIO STRATEGIES
Bias:
BEARISH on US ECONOMY
Owned:
Yes
2016-07-22 TOP PICK Wisdom-Tree-Japan-Hedged-Real-Estate
DXJR-N
Tyler Mordy

The property market has been going down for about 25 years. It turned up in 2012, and is now growing quite robustly. This ETF tracks REITs, homebuilders, and is a play on a recovery in Japanese real estate. This also has a good yield.

Price:
$25.020
Subject:
ETFs & MACRO PORTFOLIO STRATEGIES
Bias:
BEARISH on US ECONOMY
Owned:
Yes
2016-07-22 TOP PICK Alphabet-Inc--C-
GOOG-Q
John Zechner

They own digital advertising very well and the search engine is strong. With the Android system they have 75%+ of global mobile devices running on this platform. If they ever monetize that, there would be tremendous value. They kick off huge cash flows. You are getting this for a market multiple.

Price:
$742.740
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-22 TOP PICK iShares-Emerging-Markets-Local-Currency-Bond
LEMB-N
Tyler Mordy

Emerging markets have been underperforming for 5 years, and nobody seems to like them. He likes this one for the interesting credit quality. Looking at the world, which is divided roughly between Western markets and emerging markets, all the good things are happening in the emerging-market. Their currencies have been beaten up over the last 5 years, so they are incredibly cheap. Doesn’t think it will be a huge performer, but it will be a stable part of a globally balanced portfolio.

Price:
$44.860
Subject:
ETFs & MACRO PORTFOLIO STRATEGIES
Bias:
BEARISH on US ECONOMY
Owned:
Yes
2016-07-22 TOP PICK Martinrea
MRE-T
John Zechner

Very good management. Strong numbers. They’ve been growing. Have put some new platforms in place in the US. Did a hostile acquisition. Very strong European growth. They are more levered to the use of aluminum parts in automobiles than any other manufacturer, which will be a growing area in autos. Trading at about 7X earnings and 3X operating cash flow. Dividend yield of 1.37%.

Price:
$8.750
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-22 TOP PICK TorstarCorp--B-
TS.B-T
John Zechner

This is just a pure value pick. It’s not that he likes management or the industry. It has a market capitalization of about $120 million. There is net cash of about 60. There is an enterprise value of about $60-$70 billion. Dividend yield of 16.56%. Stupidly cheap.

Price:
$1.560
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-21 TOP PICK Granite-Oil-Corp
GXO-T
Mason Granger

A very small company that pays about a 6% dividend. A little less than 3000 barrels a day. He likes it because the management team, through a predecessor company called D3, discovered an Alberta Bakken oil pool. They have a commanding presence in this play and own 100% of something like 80 sections of light oil. They have an enhanced recovery scheme, where they are pushing natural gas down into the ground, to bring up the pressure of the reservoir. This could be a good takeover target for a dividend payer at some point.

Price:
$7.620
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2016-07-21 TOP PICK Heroux-Devtek-Inc.
HRX-T
Robert McWhirter

Designs, manufactures and repairs aerospace industrial components. The stock has moved up significantly recently, partly because they have laid out a ton of CapX in anticipation of a new contract from Boeing (BA-N). On a 4th quarter trailing basis, free cash flow has swung from -4% to a +3.3%. Analysts are forecasting 27% earnings growth. For the March/18 fiscal year that gives you a 15.6X PE, and an attractive .6 PE to growth.

Price:
$15.300
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
No
2016-07-21 TOP PICK Parex-Resources-Inc.
PXT-T
Mason Granger

Putting this out as his favourite international name. It is a Colombian focused, light oil portfolio. This is grown from nothing to 30,000 barrels a day. Their exploration success has been excellent. They have a business plan that works at $30 a barrel as much is it works at $60. There is no debt on the balance sheet.

Price:
$13.170
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2016-07-21 TOP PICK Tecsys-Inc
TCS-T
Robert McWhirter

This is in the hospital supply chain management. It has roughly $120 million market cap. They have 2 new modules, one for in-house pharmacies in hospitals, as well as operating rooms. It keeps track of where all the stuff is. That has doubled the revenue potential per hospital. Their pipeline sales over the last year has increased by more than the factor of 3. Year-over-year sales were up 26%. Year-over-year earnings, free cash flow and EBITDA grew over 32%. Dividend yield of 1.21%.

Price:
$10.660
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
No
2016-07-21 TOP PICK Tio-Networks-Corp
TNC-X
Robert McWhirter

Roughly a $200 million market cap company. They process about $80 million bill payments per year with a value of about $9 billion. Have significant business leverage. They’ve grown by acquisition. A recent 18% increase in sales, led to an increase of over 100% in free cash flow, earnings and EBITDA. They have an attractive 4.2% cash flow yield. Earnings estimates have increased 18% in the last 90 days.

Price:
$2.390
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
No
2016-07-21 TOP PICK Whitecap-Resources
WCP-T
Mason Granger

Still likes it.

Price:
$9.840
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2016-07-20 TOP PICK A-and-W-Revenue-Royalties-Income-Fund
AW.UN-T
Veronika Hirsch

This is one of those rare combinations that has a good dividend yield and is growing its dividend. Also this is a growth stock. Last quarter they had 8% same-store sales growth, which is huge. They still have a lot of places where they can open stores. Dividend yield of 4.7%.

Price:
$33.650
Subject:
CANADIAN & ALTERNATIVE
Bias:
UNKNOWN
Owned:
Yes
2016-07-20 TOP PICK Ceapro-Inc.
CZO-X
Peter Imhof

A very, very interesting company. Burt’s Bees, Aveeno and Neutrogena are some of its products. Has done an incredible job in the last 5 quarters. Revenue has gone from $1.7 million to $2.4 million to $3 million to $4 million last quarter, and income has risen quite a bit as well. There are no analysts looking at this now. Market cap has gotten over $100 million. Has a joint venture with a large German company. Thinks the next couple of quarters are going to be extremely good for them. Production is in Cdn$, but income is in US$.

Price:
$1.960
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-07-20 TOP PICK Guardian-Capital-Group
GCG.A-T
Peter Imhof

A deep value company, where it is an asset manager. Market cap of about $650 million-$675 million. They own Bank of Montréal (BMO-T) shares that are worth about $360 million, as well as other securities that are worth about $230 million. You are almost getting the asset management company for free. Extremely cheap. They continue to buy back shares. Dividend yield of 1.58%.

Price:
$21.740
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-07-20 TOP PICK MacDonald-Dettwiler--and--Assoc.
MDA-T
Veronika Hirsch

This company has a new structure that they have been developing in the US. It allows them to become a US company in terms of being able to compete for US military contracts, and yet they are still able to retain their Canadian domicile for their head office and taxation. This hasn’t been approved yet, but is supposed to come later in the fall. The stock is cheap, because it has been a really poor year for satellite awards. Dividend yield of 1.75%.

Price:
$84.490
Subject:
CANADIAN & ALTERNATIVE
Bias:
UNKNOWN
Owned:
Yes
2016-07-20 TOP PICK Parex-Resources-Inc.
PXT-T
Peter Imhof

They’ve done nothing but exceed his expectations. Have had 15 quarters in a row of production growth. Started at about 5000 barrels’ equivalent a day, and are now at 29,000. They have a target to get to 50,000 over the next couple of years. Pristine balance sheet.

Price:
$13.070
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-07-20 TOP PICK iShares-S-and-P-TSX-Global-Gold
XGD-T
Veronika Hirsch

There has been an 8% drop in the gold/silver index. Seasonality for gold is supposed to be relatively good. Depending on what happens in the US elections, you might get one of those BREXIT reactions. She would be buying into the weakness, and at least holding it through the elections.

Price:
$15.740
Subject:
CANADIAN & ALTERNATIVE
Bias:
UNKNOWN
Owned:
Yes
2016-07-19 TOP PICK McDonalds
MCD-N
David Burrows

For the defensive investor. You get 2 themes here, the consumer and real estate. 1.) At the consumer level you have 20 states that have raised the minimum wage. 2.) This really is the biggest REIT globally. The franchisees pay rent on their properties. Dividend yield of 2.83%, and have grown it at about 8% over the last 5 years.

Price:
$126.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-07-19 TOP PICK Sherwin-Williams-Co.
SHW-N
David Burrows

He really likes the US economy. 80% of this company’s revenues come from the US domestic economy. The housing industry is improving and consumer confidence just hit new highs.  Recently acquired Valspar, the #4 paint company, so they’ll have an opportunity to cut costs and fold that company in. Dividend yield of 1.09%.

Price:
$309.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-07-19 TOP PICK TransDigm-Group
TDG-N
Mike S. Newton, CIM FCSI

A leading supplier of engineered parts for both commercial and military aircraft. 70% of their business is the aftermarket. Lots of great future growth available here.

Price:
$274.220
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-19 TOP PICK Texas-Instruments
TXN-Q
David Burrows

Manufactures semi-conductors, which gets sold into auto, industrials, personal electronics, communications equipment. Often they are specialized semi-conductors that get designed in and might be there for 5–7 years. They have a dominant position. 60% profit margins. Dividend yield of 2.34%, and have grown this over 20% a year for the last 5 years.

Price:
$64.940
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-07-19 TOP PICK Vantiv
VNTV-N
Mike S. Newton, CIM FCSI

A leading payment processor, working in the background. On chip enabled cards, they have really done a great job in penetrating the small and midsized banks. 1600 different merchants and 1000 different banks. Continues to do very, very well and capitalizes on trends.

Price:
$58.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-19 TOP PICK Dentsply-Sirona
XRAY-Q
Mike S. Newton, CIM FCSI

A dental supply manufacturing distribution. There is a lot of consolidation in this business. They have done about 5 acquisitions in the past year. A very low volatile name. Dividend yield of 0.49%.

Price:
$62.810
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-18 TOP PICK A-Comment----General-Comments-From-an-Expert
A Commentary
Ben Cheng

Cott Beverages 5.375% 07/01/2022 USD.  They have changed their business in the last few years so more than half of their revenue and earnings come from filtered water.  It is a very good growth industry.

Price:
$0.020
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-18 TOP PICK Cisco
CSCO-Q
Kash Pashootan

It is rare in technology that you are able to pick something up that is trading at 13X PE with a dividend yield of 3.48%. With people doing more and more on their mobile phones, data traffic has picked up considerably over the last decade, and he feels it is going to continue. This is a key player in helping cell phone providers stay mobile spectrum efficient. At the same time, the company has been going through a transition to get more involved into the Cloud side of things and to position themselves for the future.

Price:
$29.910
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-07-18 TOP PICK DineEquity
DIN-N
Kash Pashootan

The parent of IHOP (US) and Applebee’s chains. Sold off considerably last year and this is now a good entry point. Trading at 13X. Most revenue is coming from the US, and they are expanding into the emerging market countries. Recently announced an agreement to build out 77 IHOPs and Applebee’s in Latin America. Dividend yield of 4.47%.

Price:
$82.320
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-07-18 TOP PICK Park-Lawn-Income-Trust
PLC-X
Ben Cheng

A consolidator in the funeral home business.  They are not doing this via debt.  They use equity rather than debt.  3.25% yield.  He still sees upside on this one.

Price:
$14.330
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-18 TOP PICK Slate-Retail-REIT
SRT.UN-T
Ben Cheng

He likes both their REITs.  He is bullish on this one because they focus on grocery anchored malls.  Above 7% yield and it is sustainable.  He feels they will make tuck in acquisitions and increase the yield.

Price:
$13.700
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-18 TOP PICK Telus-Corp
T-T
Kash Pashootan

This company needs to play some catch-up. They lagged partly because of Alberta. These things work themselves out. When you get some weakness that is not a structural or balance sheet related issue, it is a buying opportunity. Have committed $2.2 billion to expand their 4G network. Dividend yield of 4.28%.

Price:
$42.960
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-07-15 TOP PICK AGT-Food--and--Ingredients
AGT-T
Michael Sprung

Has pulled back enough that it is relatively attractive again. The pullback is as a result that the most recent crop of pulses had been somewhat disappointing, which hurt volumes. However, going into the fall, he is expecting a fairly large crop in Canadian pulses. The UN has declared 2016 to be the International Year of the Pulse. Export pulses is increasing very rapidly. Dividend yield of 1.76%.

Price:
$33.960
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-15 TOP PICK Canadian-Imperial-Bank-of-Commerce
CM-T
Michael Sprung

This has lagged the other banks recently, because of their acquisition of PrivateBankcorp in the US, which they paid a big price for. They are trying to establish more of a footprint in the US, so longer-term this should pay off for them. Management has concentrated on de-risking and shoring up the balance sheet by retrenching and focusing on core competencies. Dividend yield of 4.91%.

Price:
$98.490
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-15 TOP PICK Stuart-Olson-Inc
SOX-T
Michael Sprung

Engineering/construction company. This has really had problems over the last number of years, and is finally beginning to turn around. Have lagged the other engineering companies because of their large exposure to Alberta, but there is going to be a lot of infrastructure building in Alberta. Dividend yield of 7.19%.

Price:
$6.780
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-14 TOP PICK Calian-Group-Ltd
CGY-T
Brendan Caldwell

They have a wide variety of businesses.  The biggest is in the aerospace defense business and Canada is their biggest customer.  They are trying to diversify away from this. 

Price:
$20.080
Subject:
CANADIAN VALUE
Bias:
BULL
Owned:
Yes
2016-07-14 TOP PICK Comcast-Corp
CMCSA-Q
John Stephenson

A phenomenal company. The largest cableco in the US. Very stable. It owns NBC Universal. Has a huge inventory of programming, intellectual capital and media content. He is seeing growth in cable and broadband. Broadcast isn’t growing, but cable is. One of the best managed companies in that space. Yields about 1.64%.

Price:
$67.020
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-14 TOP PICK IBI-Group
IBG-T
Brendan Caldwell

The street viewed them as having too much debt.  They tried to retire a lot of their debt.  They don’t have the same risks as the actual construction business has.  The valuation is quite attractive.

Price:
$5.150
Subject:
CANADIAN VALUE
Bias:
BULL
Owned:
Yes
2016-07-14 TOP PICK Imvescor-Restaurant-Group
IRG-T
Brendan Caldwell

Interesting turnaround story.  It has been turning around since 2014.  They have incentivized the franchisees to maintain the restaurants in the highest possible quality.  They brought a new guy in after it didn’t work.  It takes a while for a new CE to affect all the changes he wants but it SEEMS it is working already.

Price:
$2.790
Subject:
CANADIAN VALUE
Bias:
BULL
Owned:
Yes
2016-07-14 TOP PICK Lloyds-Banking-Group
LLOY-LN
John Stephenson

Really, really cheap and has a great yield of 5.3%. One of the best capitalized banks in all of Europe. They got pounded in this whole BREXIT thing. Have come up a little since then, but is still dirt cheap. Trading at about 7.7X multiple, which is cheaper than the US banks and cheaper than anything else. They are basically a capital return story. The yield is going to stay there or go higher. Thinks there is going to be a lot of upside.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-14 TOP PICK Pattern-Energy-Group
PEG-T
John Stephenson

An independent power producer. They have about 3000 MW of basically US based, but they do have some projects, primarily wind, in Ontario and Manitoba. Trading very inexpensively. They have the ability through their parent Pattern Energy Group (PEGI-Q) to vend in new development projects, so they don’t sustain development risks. They are 89%-90% contracted on 15 year terms. It is like a bond, but with a heck of a good yield. Dividend yield of 6.68%.

Price:
$30.550
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-13 TOP PICK CASH
CASH
Keith Richards

20% of his cash is on the sidelines.  He is looking for some corrective action in the next couple of months.

Price:
$0.010
Subject:
TECHNICAL AND FUNDAMENTAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2016-07-13 TOP PICK Facebook
FB-Q
Bruce Murray

Clearly the social leader.  They have all these users and are beginning to monetize them.  They are splitting 3 for 1.  It is a great name.  Mobile ads are growing.

Price:
$116.780
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-07-13 TOP PICK Linamar-Corp
LNR-T
Bruce Murray

They think the pace of sales will keep up.  7 times earnings.  They are going from $50 in every transmission, to $150 in transmissions with more gears. 

Price:
$50.390
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-07-13 TOP PICK Royal-Caribbean-Cruises
RCL-N
Bruce Murray

We are all tired, old and want someone to look after us.  It was $100 and then there was a sell off.  Far East/China is where they are expanding.  Cuba offers more opportunities.  The population is aging.

Price:
$72.580
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-07-13 TOP PICK Vermilion-Energy-Inc
VET-T
Keith Richards

This is a conservative play in the energy space.  They are not all Canadian.  This name came up because oil fell back to $40 today.  This stock is at the bottom end of its price channel.

Price:
$41.500
Subject:
TECHNICAL AND FUNDAMENTAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2016-07-13 TOP PICK iShares-S-and-P-Global-Healthcare
XHC-T
Keith Richards

They like the Canadian hedging. He can play healthcare this way and not take on the product risk.  It broke out earlier in the year and now is breaking out again.

Price:
$41.190
Subject:
TECHNICAL AND FUNDAMENTAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2016-07-12 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Bruce Campbell (1)

Just reported. The consensus was 38 and they were 39, versus 25 a year ago, so are growing pretty nicely. You can buy this at about 18X earnings, where a year ago the multiple was 22X. There are more acquisitions to do. Management is great. Dividend yield of 0.54%.

Price:
$57.840
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-12 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
Christine Poole

Internet names have pulled back in the last few weeks, and are just starting to recover now. This is well positioned for a secular play on Internet online advertising, because they are the leading search engine. They will garner a good portion of the advertising budgets for companies that do that. Online advertising only accounts for about 35% of the overall budget, so she thinks it is going to be continued growth in that category. Attractively valued.

Price:
$732.510
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-12 TOP PICK H-and-R-Real-Estate-Inv-Trust
HR.UN-T
Bruce Campbell (1)

Real estate is going to be its own GICS sector in August, away from financial services. Thinks this probably gets added to the TSX 60 along with RioCan (REI.UN-T). Trading at a 30% discount to the other large REITs, primarily because they have the Encana office building, but that looks okay now. Dividend yield of 5.75%.

Price:
$23.600
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-12 TOP PICK Loblaw-Companies-Ltd
L-T
Christine Poole

She likes the grocery business because the square footage growth has been moderating, and this company has different multiple formats. They have implemented a new SAP IT systems and are starting to see the benefits of that. She also likes Shoppers, their drug retail business. Dividend yield of 1.47%.

Price:
$70.740
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-12 TOP PICK Torex-Gold-Resources
TXG-T
Bruce Campbell (1)

If looking to get into gold, this is a problem because everything has moved a fair bit. This company just declared commercial production at the ELG mine in Mexico. It is roughly 200,000 ounces at a cost of about $5.35. It goes to 350,000 ounces next year and the costs go down. It is the re-rating that he finds really attractive. Although it was moving up, it was lagging the group. It also did a 1 for 10 consolidation last week, which makes it more institutional. Thinks this could see $35 in one year.

Price:
$24.620
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-12 TOP PICK Whirlpool-Corp
WHR-N
Christine Poole

The leading global appliance manufacturer, and is developed and developing markets. 50% of revenues and about 7% of profits come from the US. Penetration rate in the US market is about 79%. The lifespan of appliances is about 10 years, so it is now going through a replacement cycle. Also, there is increasing housing turnover or renovation work. In emerging markets, penetration is about 30% in India and China, so there is lots of long-term potential for them to grow in those markets.

Price:
$173.720
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-11 TOP PICK Allergan-PLC.
AGN-N
John Kim

There is a catalyst coming any day now. Selling their generics business to Teva Pharmaceutical (TEVA-Q) for $40 billion. $10 billion for buyback, $10 billion to pay down debt and the rest to do some smaller acquisitions. The sentiment around specialty pharmaceuticals has been terrible, so you have a low valuation on a company that should be able to grow their bottom line by double digits.

Price:
$238.280
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-07-11 TOP PICK CASH
CASH
Don Vialoux

The markets are looking overbought.  A lot of stocks reach their peak at the end of this week.  Technically the markets are overbought right now.  A lot of second quarter results improve announcements of guidance for the third quarter.  Invest this cash in the middle of October.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-07-11 TOP PICK iShares-Gold-Bullion-ETF
CGL-T
Don Vialoux

Canadian dollars, gold Bullion.  It just broke to a new high, outperforming the market, and momentum indicator are positive.

Price:
$11.950
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2016-07-11 TOP PICK Enerplus-Corp
ERF-T
John Kim

Very undervalued, especially now that they have restructured the portfolio and raised some cash. The balance sheet has been completely repaired. They have an asset in the Marcellus that everybody overlooks, because nobody focuses on gas any more. Dividend yield of 1.46%.

Price:
$8.210
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-07-11 TOP PICK First-Data-Corp
FDC-N
John Kim

One of the largest merchant acquirers and payment processors in the US. About 80%+ of their business is in the US. Valuation is really cheap. They should throw off around $3 billion in free cash flow over the next 3 years, about 30% of their market cap. Even if they flat lined, with the amount of cash they throw off you should be able to accrete over 30% in the next 3 years.

Price:
$33.970
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-07-11 TOP PICK iShares-Silver-Bullion-Fund
SVR-T
Don Vialoux

Gold and Silver are very closely associated.  Around the end of June the price moves higher seasonally.  It does so until the middle of October.  

Price:
$11.410
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2016-07-08 TOP PICK BCE-Inc.
BCE-T
David Cockfield

Excellent dividend of 4.46%. They’ve raised the dividend recently, but he expects they will again. Still in the process of absorbing Manitoba Tel (MBT-T), and that will be accretive. If you want a stock that you can put in your portfolio and sleep quietly at night, this is the kind that you need.

Price:
$61.260
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-08 TOP PICK Brookfield-Property-Partners
BPY.UN-T
Derek Warren

About 20% of its NAV is London office, but they’ve hedged out about half of their currency exposure. The leases are very, very long, so he thinks BREXIT is a lot of noise. They won’t be able to raise rents in London offices, but 80% of their exposure is in the US and on fire. Any time you can pick up a stock of this quality, Manhattan, Los Angeles, London at a significant discount to NAV, and if any more Brexit news comes out and a 2nd shoe drops in any way in the market, you definitely want to be piling in. Dividend yield of 4.78%.

Price:
$30.670
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2016-07-08 TOP PICK Crescent-Point-Energy-Corp
CPG-T
David Cockfield

Sold most of his holdings, and recently bought back in. It ran up to $22, and has backed off about 10%. It is still one of the best oil company management teams in Canada. They are not in the oil sands, they are in the Bakken’s. With any kind of upward movement in earnings he sees they will be quick to pay it out in the form of dividends. Dividend yield of 1.8%.

Price:
$19.980
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 60 of 22,684 entries
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