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
2017-05-26 TOP PICK iShares-S-and-P-Asia-50-ETF
AIA-Q
Stan Wong

This gives you a diversified exposure to 50 of the largest, most established Asian names in a single strategy. This is trading at under 12X PE on a forward basis, 1.5X Price to book. That is a discount to North America.

Price:
$56.800
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-05-26 TOP PICK BlackBerry
BB-T
Michael Smedley

Thinks that this is at the breakout. They are sitting with $1.7 billion in cash, has free cash flow and are still top of the security type market. They have this radar set up which is going to do a more sophisticated job on tracing trucks all around the countryside. They also have other divisions, including one that has multifaceted stuff in cars. Still going to get royalties out of the handhelds. (Analysts’ price target is $9.50.)

Price:
$14.950
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-05-26 TOP PICK BTL-Group-Ltd.
BTL-X
Michael Smedley

This is involved in blockchain technology, the new coming thing in financial transactions. Curiously, this seems to be the only pure blockchain developer provider in the world. Trial clients are Visa, banks and a group of powerful energy trading interests.

Price:
$4.650
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-05-26 TOP PICK CCL-Industries--B-
CCL.B-T
Michael Smedley

A packaging giant, as well as a player in the new polymer banknote material, which they acquired from a partnering type of company. There is going to be a 5 for 1 stock split in a couple of days. Dividend yield of 0.7%. (Analysts’ price target is $337.50.)

Price:
$310.970
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-05-26 TOP PICK Facebook
FB-Q
Stan Wong

They are up to 1.9 billion active monthly users. They have more users with more user time than any other social network. They provide the largest audience, and therefore the most valuable data for advertisers. Their ad revenue per user is growing very nicely, and the runway is very long term. Despite shares being near all-time highs, he continues to buy this for his clients. Shares are trading at a forward PE of 25X, near their historical low. (Analysts’ price target is $170.)

Price:
$152.130
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-05-26 TOP PICK Koninklijke-Philips-Electronics
PHG-N
Stan Wong

This is a Netherlands name. Global health technology. Broadly speaking, he likes Europe. When you look at names in the euro zone, you want to look at those that are exporters. Because the euro has been low, these exporters can do very well from a currency standpoint. This continues to do well due to its continued cost cutting, restructuring and operational leverage measures. They are divesting their LED light bulbs. Consolidating their healthcare, personal care and consumer lifestyle divisions. Only trading at 10X enterprise value over EBITDA. Dividend yield of 2.4%. (Analysts’ price target is $35.77.)

Price:
$35.130
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-05-25 TOP PICK EnerCare-Inc
ECI-T
Douglas Kee

A fairly conservative company. Water heaters and HVAC’s. A slower growth company, but good earnings growth. A good, solid business. They are expanding in the US. Dividend yield of 5.1% will be going up 5% or so a year. (Analysts’ price target is $24.25.)

Price:
$18.770
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-05-25 TOP PICK Photon-Control
PHO-X
Peter Imhof

A technology company that works in the semiconductor space doing etching. (Only 1 analyst follows.) Has a pristine balance sheet. 25% of the market cap is in cash. Has a good backlog over the next number of quarters. Reporting in about a week or so, and expects them to have an all-time record of top line revenue. (Analysts’ price target is $2.)

Price:
$1.400
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
Yes
2017-05-25 TOP PICK Pembina-Pipeline-Corp
PPL-T
Douglas Kee

He likes this because of their potential acquisition of Veresen (VSN-T), which will give them some run room and better diversification in the US. There is $20 billion of potential projects out there. Dividend yield of 4.7%. (Analysts’ price target is $50.)

Price:
$43.710
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-05-25 TOP PICK Pure-Multi-Family-REIT-LP
RUF.U-X
Peter Imhof

A multifamily REIT of Class A rentals in the US in the Sunbelt. The majority of assets are in Texas, one of the fastest-growing states in the US. Rental prices have been going up. Recently announced a couple of acquisitions in Arizona. Good management. Dividend yield of 5.4%. (Analysts’ price target is $7.25.)

Price:
$7.050
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
Yes
2017-05-25 TOP PICK Toronto-Dominion
TD-T
Douglas Kee

This is big in Canada as well as in the US. Feels there is good growth potential in the US with a better US economy, and interest rates rising faster. Earnings came out today and they were very good. Dividend yield of 3.8%. (Analysts’ price target is $70.)

Price:
$64.010
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-05-25 TOP PICK Yangarra-Resources
YGR-T
Peter Imhof

The company was producing 2900 BOE’s in December, which went to 4000 in February. They are now producing 6000. Even though the stock has gone up a ton, the valuation has remained the same because cash flow generation and production has gone up as much, if not more, than the valuation. In the last quarter, they recorded $.13 in cash flow, which is up 200%, versus last year. Probably going to do $.55 in cash flow this year, so it is still not expensive. (Analysts’ price target is $4.)

Price:
$3.310
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
Yes
2017-05-24 TOP PICK Altagas-Ltd
ALA-T
Zachary Curry

(ALA.R-T Subscription Receipts. 9/4/18.) This is part of a financing that was done in February in a deal to acquired WGL for $8.5 billion. This is scheduled to close in 2018, and subscription receipts are a way to play that. Should the deal fall apart, you get your money back. He looks at this as a “no lose” as you get close to 7% to wait.

Price:
$30.590
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-24 TOP PICK CCL-Industries--B-
CCL.B-T
Brian Madden

A great growth story. Have grown earnings at a 40% pace compounded over the last 5 years. They are in specialty plastics, in packaging, and in labelling. One of the premier Canadian growth stocks. Just closed on a large deal which should be about 12%-13% accretive to earnings. It gets them into these sexy polymer banknotes, which is under penetrated globally but is growing quickly. Dividend yield of 0.8%. (Analysts’ price target is $337.50.)

Price:
$303.110
Subject:
CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION
Bias:
UNKNOWN
Owned:
Yes
2017-05-24 TOP PICK CGI-Group--A-
GIB.A-T
Brian Madden

Canada’s largest IT service’s provider. They do systems/integration, business process outsourcing and consulting. Has a very wide array of clients, the largest of which would be the US government, but they also cater to big multinationals and telecoms, energy, manufacturing and retailing. They are introducing more and more of their intellectual property into their clients’ solutions. They’ve also been a very good acquirer of businesses. (Analysts’ price target is $74.00.)

Price:
$65.970
Subject:
CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION
Bias:
UNKNOWN
Owned:
Yes
2017-05-24 TOP PICK Goldman-Sachs
GS-N
Zachary Curry

In their last quarter, they had some trouble with their fixed income and currency side, and he views that as a “one off”. The stock was down 5%. With the proposed US deregulations and tax reform, that would be even more positive for them. There is lots of M&A going on. This is trading at 12X earnings, compared to the market which is at 17X. Feels they will generate growth of 12% for the next 3 years. Dividend yield of 1.4%. (Analysts’ price target is $251.)

Price:
$223.830
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-24 TOP PICK New-Flyer-Industries-Inc.
NFI-T
Brian Madden

Just announced a $51 million contract from the Transportation Authority of Santa Clara. They manufacture public transit buses and luxury motor coaches, and are the dominant player in what is effectively an oligopoly. This is a backdoor play on the US as most of their revenue comes from state and local transit authorities. Dividend yield of 1.7%. (Analysts’ price target is $63.00.)

Price:
$55.840
Subject:
CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION
Bias:
UNKNOWN
Owned:
Yes
2017-05-24 TOP PICK Stanley-Works--The
SWK-N
Zachary Curry

He likes this because it gets him exposure to consumer spending, home renovations and the housing market without having to take on 3 distinct companies. They just sold a component of their locks division, which he views as positive. They have a new component for their tool side, coming out with a battery that works with everything and should generate good numbers for them. A positive balance sheet and some good strength sales in Europe. Dividend yield of 1.7%. (Analysts’ price target is $150.)

Price:
$136.180
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-23 TOP PICK CitiGroup
C-N
David Burrows

In the last 3 months, we have seen one by one, markets around the world lift off and start making new highs. This bank gets over 50% of its revenue from outside the US. They have $1.4 trillion in loans outstanding. Have a great credit card business. There is likely to be significant dividend and share buybacks announced in June of this year, because they now have enough capital to return 100% of their earnings back to shareholders. Dividend yield of 1.05%. (Analysts price target is $65.)

Price:
$61.710
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-05-23 TOP PICK Kinaxis-Inc
KXS-T
David Burrows

This fits into software as a service or Cloud-based software. They have software they sell to large corporations to help them manage supplying to their customers. 80% of revenue is recurring. 65% of the revenue is subscription based. This company will probably be bought by a large enterprise software company. (Analysts price target is $100.)

Price:
$88.290
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-05-23 TOP PICK Northrop-Grumman
NOC-N
David Burrows

A $43 billion market value. In the fall, and leading up to November, there was a big run up in several sectors, one being the defence sector, with a view that there would be spending whether the Democrats or Republicans won. A lot of defence stocks have basically traded sideways for the last 4-5 months consolidating that initial gain. This is one of the companies that is trading very close to its highs. A big contractor in the strike bomber and the F35. They are the leader in drone technology. A Triton drone can replace 20 aircraft. Governments try to save money and they want what they can get from drone technology. They are now opened up to sell to the EU and Japan. Dividend yield of 1.6%. (Analysts price target is $260.)

Price:
$250.650
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-05-23 TOP PICK ProPetro-Holding-Corporation
PUMP-N
Eric Nuttall

A pressure pumper in the US, a 100% pure play in the Permian. They have a tier 1 customer list and exposed 100% to the highest growth Basin in the world. Trading roughly at 4.4X forward EBITDA. If his guess is right, this could be a $20 stock. (Analysts’ price target is $19.)

Price:
$13.700
Subject:
ENERGY
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2017-05-23 TOP PICK U.-S.-Silica-Holdings
SLCA-N
Eric Nuttall

The safest and least volatile (relatively!) way to be exposed to the frac sand market in the US. Oil and gas companies are approaching these sand companies asking for 5 years of supply, and are guaranteeing them margins of $50 per ton, which is double what this company has guided to. (Analysts’ price target is $63.)

Price:
$39.030
Subject:
ENERGY
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2017-05-23 TOP PICK Trican-Well-Service-Ltd.
TCW-T
Eric Nuttall

Thinks the market is completely asleep in terms of their earning capability. Pricing is going up quarter after quarter, and their equipment is fully utilized for the rest of this year. They have a merger with Canyon Services (FCR-T) pretty soon. Prices are increasing virtually every day. He sees extremely good upside on a stock that has been out of favour. At the same time, you get the hidden optionality with their remaining interest in Kean (?). (Analysts’ price target is $6.)

Price:
$4.420
Subject:
ENERGY
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2017-05-19 TOP PICK ASA-Ltd.
ASA-N
John Petrides

He typically avoids mutual funds and prefers individual stocks, but as a closed-end fund, this has a limited number of securities. It is a basket of the gold miners. Owning gold in this environment with the heightened geopolitical risks, prepares your portfolio for the unexpected. Owning gold miners makes a lot of sense. As a closed-end fund, there are limited shares, and the fund will move up and down at a premium or discount to its NAV. Right now, this is trading at a 9% discount to its NAV. Closed end funds uses leverage to enhance its value, but this fund does not use any leverage.

Price:
$12.160
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-05-19 TOP PICK Becton-Dickinson
BDX-N
David Driscoll

This started a long time ago making syringes and needles, and that’s pretty much been their core. It’s all consumables in the hospitals, etc. Just made a recent acquisition of CR Bard (BCR-N) in the urology business. Both companies generate consistently growing free cash flows. There’s a 10% bump to the dividend every year. This merger is going to give them some debt that should be paid off within the next 2 years. He likes the company at this price.

Price:
$184.130
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-05-19 TOP PICK Dassault-Systemes
DSY-FP
David Driscoll

This is artificial intelligence. It is 3-D CAMCAD technology for both the Procter & Gambles as well as carmakers. It’s all designs. So if you have an idea, you run the design simulation 3000-4000 times, and it will spit out the right way to do it, create the supply chain, make any changes, and then off they go. The company has been growing at 15%-20% profitability. They are #1 in their segment and are growing nicely quickly. The dividend increased 14%, which is double the historic average for the global market.

Price:
$0.000
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-05-19 TOP PICK Helmerich--and--Payne
HP-N
John Petrides

Down 25% year to date. Energy was the best performing sector in 2016, and has been the worst to start. The largest land driller in the US. They have more cash than debt on the balance sheet. In 2015, they finished a multi-year CapX upgrade cycle to all their rigs. They are going to market with the most technically advanced and updated rigs and picking up tremendous market share. At 12.5X cash flow, with the balance sheet and the dividend, this is a very good buy. 4.5% dividend yield.

Price:
$60.040
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-05-19 TOP PICK Littelfuse-Inc.
LFUS-Q
David Driscoll

A Chicago-based company that makes fuses. What came out of their earnings call recently, because their earnings are up about 15%-20%, is that when electric cars start to make their appearance, that will increase the number of fuses by roughly 35%. In the meantime, the smaller that semiconductors in smart phones get, the more fuses that have to be used, and the demand is there.

Price:
$158.330
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-05-19 TOP PICK Qualcomm
QCOM-Q
John Petrides

In a scrap with Apple (AAPL-Q), which they go through every 3 years. If not Apple, it’s Samsung, Motorola, Nokia, etc. They have tremendous cash and a balance sheet to support whatever the outcome may be. Trading at 11X earnings and a near 4% dividend yield. They’ll benefit from cash repatriation if Trump is able to pass through his tax reform. There are also 2 other stimuli. 1.) You are about to begin a five-year upgrade cycle by the wireless carriers, which this company will be a beneficiary from. 2.) They bought NXP Semiconductors, which gives them foray into the car market, as well as the chip that is embedded in your credit card.

Price:
$57.670
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-05-18 TOP PICK BCE-Inc.
BCE-T
David Cockfield

He loves the dividend. The last time he recommended this was when it was $58. It ran up to $63 and is now backing off. If it gets down to $60, this is a slam-dunk. They seem to have absorbed Manitoba Tel without too much trouble. If you want a nice dividend, why go any further than this? 4.76% dividend yield.

Price:
$60.260
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-05-18 TOP PICK Brown-Forman
BF.B-N
Matt Kacur

A great company. Some of their brands are Jack Daniels and Finlandia. Staples is probably a good place to be at this moment. It has been doing well as long as he can remember. Fantastic Return on Capital at 19% for over 9 years.

Price:
$52.580
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-05-18 TOP PICK iShares-N.A.-Technology-ETF
IGM-N
David Cockfield

This is the Tech sector in the US. It is a way to get on that train and ride it just as long as you want. The chart has a steady, upward move. There are a few dips here and there, but any time it does dip, that is a buying opportunity.

Price:
$143.730
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-05-18 TOP PICK Richards-Packaging-Income-Fund
RPI.UN-T
Matt Kacur

Glass and plastic packaging. Does a lot of pharmaceutical type packaging. This has had 13 years of 25%+ return on invested capital. A really strong balance sheet.

Price:
$29.230
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-05-18 TOP PICK TJX-Companies
TJX-N
Matt Kacur

Discount clothing retailer. He really likes this in retail, because a lot of companies are having trouble competing with Amazon. Doesn’t think they will have the same issue. This has 20 years of 20%+ of Return on Invested Capital. The stock got hit this week when they reported earnings.

Price:
$74.480
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-05-18 TOP PICK BMO-MSCI-Europe-High-Quality
ZEQ-T
David Cockfield

The situation in Europe has definitely improved with the French election. Merkel is up 85%. Things seem to be settling down.

Price:
$20.180
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 TOP PICK Abbott-Labs
ABT-N
Cameron Hurst

Healthcare, as a sector, is neutral to tilting positively. Within that though, there are some industry groups that he likes, and some he doesn’t like. This one is in the subsector of medical devices, and is a great diversified player in that space. Their acquisition of St. Jude broadens their business and cardiovascular. Dividend yield of 2.4%. (Analysts’ price target is $48.)

Price:
$43.080
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 TOP PICK CCL-Industries--B-
CCL.B-T
David Baskin

A tremendous allocator of capital. They’ve made some great acquisitions. This is the world’s largest maker of specialty labels. They make banknotes, a very specialized product. Have grown both organically and through acquisitions. Dividend yield of 0.8%. (Analysts’ price target is $337.50.)

Price:
$303.170
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 TOP PICK Cineplex-Inc
CGX-T
David Baskin

When people go to movies, they are not now just going to the movies. Some are going to VIP movies. They are going to the enhanced screens. While it used to be a $20 experience, now you can pay $80. They are also opening up rec rooms where you can spend your money before you even go into the movie theatre. When you go on an airplane, movies are brought to you by Cineplex. They also have advertising. A lot of revenue lines. Dividend yield of 3.1%. (Analysts’ price target is $58.50.)

Price:
$51.940
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
Cameron Hurst

This is a huge company, and the core advertising is still up 17% year-over-year. 66% of ad spending is still off-line. They are getting more than their fair share and focusing on things that matter, such as machine learning, autonomous driving, AI. (Analysts’ price target is $1050.)

Price:
$942.170
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 TOP PICK Magna-Int-l.--A-
MG-T
David Baskin

One of the world’s great auto parts manufacturing companies, with sales of almost $40 billion. A real Canadian superstar. It is way undervalued trading at 7.5X earnings. Whether we end up driving electric cars or gas cars, this company is going to sell a lot of the parts. Strong management. Has diversification across so many different OEMs. Dividend yield of 2.4%. (Analysts’ price target is $53.79.)

Price:
$60.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 TOP PICK Visa-Inc.
V-N
Cameron Hurst

Just bought Visa Europe, so it’s a more complex company now with FX and currency head/tailwinds. You are paying the same price as you would for MasterCard (MA-N), but you are getting more growth. Dividend yield of 0.7%. (Analysts’ price target is $103.)

Price:
$91.760
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-16 TOP PICK Takasago-International
4914-JP
Lorne Steinberg

This is part of the new Japan, which are the great, long term businesses that have figured out how to grow internationally. This company has had phenomenal revenue growth, because they have increased market share in the US, Europe and the rest of Asia. Flavours and fragrances are very high-tech niche businesses. This sells for 13X earnings, and less than tangible BV with double digit earnings growth, revenue growth. In the US, they would be double what they are trading for now. Dividend yield of 1.3%.

Price:
$0.010
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Yes
2017-05-16 TOP PICK BP-PLC
BP-N
Lorne Steinberg

The Macondo Gulf of Mexico disaster is now past and they have taken all the charges. They’ve rebuilt the company. The balance sheet is in very strong shape. With the cost structure where it is, even at these commodity prices, this company is throwing off lots of cash flow. Dividend yield of 6.7% is sustainable at current commodity prices. This is the cheapest of all the major integrateds. (Analysts’ price target is $37.50.)

Price:
$36.240
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Yes
2017-05-16 TOP PICK CGI-Group--A-
GIB.A-T
Christine Poole

A large IT services company. Half their revenues come from outsourcing from long-term contracts. The other half is systems integration and projects. A very well-run company and very global. Half their revenues come from Europe, an acquisition they did in 2012, which had very low margins. CGI improved those margins back to company levels. About 20% is from the US, 50% from Canada, and the rest from Asia. Every few years, they tend to make a large acquisition to expand their geographic scope or a particular vertical they want to be in. (Analysts’ price target is $74.)

Price:
$66.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-05-16 TOP PICK Johnson--and--Johnson
JNJ-N
Christine Poole

A large, global, pharmaceutical company. The primary reason she likes this is that their pharma division is doing really, really well. They’ve had a very successful 5 years, and suspects they have a strong enough pipeline to keep that growth going. Recently acquired a Swiss pharmaceutical company which has leading products in heart disease. AAA balance sheet. Dividend yield of 2.7%. (Analysts’ price target is $130.)

Price:
$127.770
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-05-16 TOP PICK Royal-Bank
RY-T
Christine Poole

She wanted to choose a bank, to show that she likes the banking sector. This has pulled back from the beginning of the year. All the banks had a great year last year, so she doesn’t expect returns of 25%-26%. They have about 25% exposure to the US, and she thinks the US economy is going to grow faster than the Canadian. Acquired City National which focused on high net individuals and commercial loans. Dividend yield of 3.7%. (Analysts’ price target is $101.)

Price:
$93.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-05-16 TOP PICK Xerox
XRX-N
Lorne Steinberg

An amazing company. They recently spun off Conduint, their business process outsourcing business. The new management team is merging the old Xerox document management business with high technology. There has been a slew of new products out, aimed at the largest global companies to the small and midsized businesses. This has always been a big free cash flow generator. It is totally ignored by the street, which is why it is trading for less than 9X earnings. Dividend yield of 3.5%. (Analysts’ price target is $8.25.)

Price:
$7.140
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Yes
2017-05-15 TOP PICK Anthem-Inc
ANTM-N
Alex Ruus

A great story. The stock has done really well over the last 10 years. The 2nd largest health insurer in the US. It helps to deal with some of the escalating health-care costs problems. Generates gobs and gobs of free cash flow. Trading at about 13X next year’s earnings. Dividend yield of 1.4%. (Analysts’ price target is $191.)

Price:
$182.300
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 TOP PICK Bank-of-Nova-Scotia
BNS-T
Bruce Campbell (1)

Canadian banks have all been affected by Home Capital (HCG-T), and this is now back to an average valuation. It is 50% international and 50% Canadian, so you don’t have to worry about the US president doing anything crazy. They are really starting to get their act together in the last few quarters in a couple of the South American countries. The stock has had a 10% pullback, Dividend yield of 4%. (Analysts’ price target is $85.)

Price:
$75.730
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 TOP PICK Enbridge
ENB-T
Bruce Campbell (1)

They have a lot of financing for their huge pipeline in years to come, which sometimes provides an opportunity. They reported last week and had a very small miss on the quarter. They have said they are going to grow the dividend 8%-10% in each of the next 5 years. Dividend yield of 4%. (Analysts’ price target is $63.)

Price:
$54.540
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 TOP PICK Freehold-Royalties
FRU-T
Alex Ruus

Energy prices are slowly gravitating upwards, but we are still probably a year or 2 sideways in oil prices. The key to successful investing is keeping costs low, and you can’t get lower costs than what the royalty companies have. This company has a great portfolio of royalty properties. Dividend yield of 4.3%. (Analysts’ price target is $16.75)

Price:
$14.010
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 TOP PICK Microsoft
MSFT-Q
Alex Ruus

This blue-chip stuff that you want to invest in, in the Tech sector. They are going to connect in market services with Amazon (AMZN-Q). A great balance sheet with tons of cash. Trading at around 18X 2019 earnings. Thinks it still has another 20%-30% to go. Dividend yield of 2.3%. (Analysts’ price target is $75.)

Price:
$68.430
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Bruce Campbell (1)

They made an acquisition, and you have 3-5 years now of run rate. Big synergies and lots of growth coming. If you take out the #407 toll road you get a stock that is now trading at over 13X earnings. For industrial international growth, it is about the cheapest thing out there. The court cases are diminishing and is coming to the point where it is inconsequential. Dividend yield of 2%. (Analysts’ price target is $66.)

Price:
$52.070
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-12 TOP PICK Alphamin-Resources-Corp
AFM-X
Rick Rule

The largest and highest grade tin deposit in the world. The median grade in this deposit is 5X the average mine grade. A superbly great deposit. The bad news is that it is in the Congo, and it is in a bad part of the Congo. Thinks this will go into production.

Price:
$0.390
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-05-12 TOP PICK Alon-USA-Partners
ALDW-N
Chris Damas

This only has one refinery, but it is smack dab in the Permian Basin, the epicenter of growing production. Drilling rigs use diesel, so they are getting great prices. His target on this is $15. Dividend yield of 7%. (Analysts’ price target is $11.50.)

Price:
$11.330
Subject:
Cannabis, Agriculture & Fertilizer
Bias:
UNKNOWN
Owned:
Yes
2017-05-12 TOP PICK Cornerstone-Capital-Resources.
CGP-X
Rick Rule

They’ve made a tremendous discovery with a company called Falgold in Ecuador, which owns 85% of the deposit. He thinks they would like to own 100% of the deposit, and the way they do that is to buy Cornerstone.

Price:
$0.495
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-05-12 TOP PICK PBF-Energy
PBF-N
Chris Damas

A midsized refiner. He likes contrarian situations. People think there is too much gasoline. Tesla’s are going to be all over the place, self driving cars, etc. Why do we need oil? Most of the world is not that advanced. This company has almost doubled the amount of refinery throughput. They have 5 refineries after buying 2 from Exxon on the cheap, so they now have Tidewater access. Gasoline has gone up 300 million barrels of consumption in the last 3 years. The stock is probably worth $30. Dividend yield of 5.3%. (Analysts’ price target is $25.)

Price:
$22.180
Subject:
Cannabis, Agriculture & Fertilizer
Bias:
UNKNOWN
Owned:
Yes
2017-05-12 TOP PICK Sheffield-Resources
SFX-AX
Rick Rule

(Australian stock exchange.) A mineral sands deposit producing stuff like titanium, chromium. A business that isn’t particularly well known in Canada, but generates an awful lot of cash when it is done right.

Price:
$0.000
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-05-12 TOP PICK Twitter--Inc
TWTR-N
Chris Damas

This has some bad actors on it, but everybody knows it. They only charge $20 a year for a premium service that generates $3.6 billion in revenues. (Analysts’ price target is $15.)

Price:
$18.610
Subject:
Cannabis, Agriculture & Fertilizer
Bias:
UNKNOWN
Owned:
No
Showing 1 to 60 of 23,910 entries
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