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
2016-05-30 TOP PICK Bank-of-America
BAC-N
Bruce Tatters

US financials, this bank in particular, are trading as if they will never earn money again. Businesses do not trade at tangible book when they are earning money, they usually are losing money. This company is earning an 8% ROE and is still trading at tangible book. It has 30% earnings leverage to a 1% move in the yield curve. If we get our 1% over the next 12-15 months, the stock is going to be 60%-80% higher.

Price:
$14.880
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-30 TOP PICK CASH
CASH
Keith Richards

He is keeping his powder dry.  There are positive and negative factors in the markets.  There is a decent probability of a pullback over the next couple of months. 

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
NEUTRAL
Owned:
Yes
2016-05-30 TOP PICK Canadian-Pacific-Rail
CP-T
Bruce Tatters

North American rails suffered from 2 things. Overall economic activity has been weaker and commodity volumes, specifically this rail, has been a lot lower. Coal has been abysmal and oil and gas has been down as well. Despite all this, it is going to grow earnings 10% this year with no top line growth, a combination of really good operational management and cost cutting and share buybacks. Feels earnings growth rate will be in a double digits next year.

Price:
$170.890
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-30 TOP PICK Chartwell-Seniors-Housing
CSH.UN-T
Keith Richards

REITs in general have been pretty good.  He cherry picked this one as the most defensive.  There is a little breakout and so he bought it.  He likes the yield and the defensiveness. 

Price:
$14.910
Subject:
TECHNICAL ANALYSIS
Bias:
NEUTRAL
Owned:
Yes
2016-05-30 TOP PICK Suncor-Energy-Inc
SU-T
Bruce Tatters

Thinks energy prices have bottomed. They bought a very large Canadian Oil Sands (COS-T) Syncrude asset, and then bought out another interest in this company right at the bottom. Thinks this has been held back because of the Canadian wildfire, but that is temporary and they will get operations back to normal. This has tons of leverage to higher oil prices.

Price:
$35.990
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-30 TOP PICK SPDR-Consumer-Staples-ETF
XLP-N
Keith Richards

He rotated out of discretionaries for the summer.  He did it a bit early.  It is also a defensive sector over the summer.  It is more economically sensitive.

Price:
$53.000
Subject:
TECHNICAL ANALYSIS
Bias:
NEUTRAL
Owned:
Yes
2016-05-27 TOP PICK Baytex-Energy-Corp
BTE-T
David Cockfield

One of the better energy companies. It is heavy oil, but is pumpable heavy oil, and the Canadian Western select price has done quite well. They also have a significant holding in the Eagleford Texas shales, which could be back in the limelight at $50+. A well-managed company. Still a risky situation.

Price:
$6.200
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-27 TOP PICK Cardinal-Energy-Ltd
CJ-T
Eric Nuttall

This has been lagging the group even though it has a great balance sheet. This company was a rock star in the oil bull days because of management, low decline rate, clean balance sheet and 80% of their production is medium gravity oil. He is looking for 50% upside from today’s share price. Dividend yield of 4.35%.

Price:
$9.780
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2016-05-27 TOP PICK DHX-Media
DHX.B-T
Eric Nuttall

This is a business with very high quality and very valuable content. Kids programming lasts way longer than your average typical TV show. They have been very successful in acquiring good brands, and then using those brands in merchandising deals. The Teletubbies used to be a $1 billion a year franchise, and the market cap today is about $700 million. They got renewal in the UK for the 2nd season and it has been launched in the US. If successful, it could do incredibly well. Dividend yield of 0.97%.

Price:
$6.580
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2016-05-27 TOP PICK NYX-Gaming-Group-Ltd
NYX-X
Eric Nuttall

Just finished a $500 million acquisition of the largest sports-book gambling software company, Open Bet. This transforms the company, and gets them into a way better league with which they can compete against other casino gambling software companies. The stock has been hammered in the past due to scandals at Amaya (AYA-T). Other than Amaya being a customer, they have no relationship. This is a business with 30% organic growth, plus the upside from the new business they have acquired. This industry is growing at 10% per annum and generating gobs of free cash flow. Trading roughly at 7.2-7.4 times next year’s EBITDA compared to others trading at 12-14 times. On his calculations, he is getting a $4.40 share price, but thinks it can do better than that.

Price:
$2.680
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2016-05-27 TOP PICK Toronto-Dominion
TD-T
David Cockfield

One of the best in Canadian retail banking. Their numbers were good. He likes that they have a great presence in the US. They will continue to increase their dividends and earnings. Dividend yield of 3.81%.

Price:
$57.670
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-27 TOP PICK BMO-Low-Volatility-US-Equity-ETF
ZLU-T
David Cockfield

Chart shows it has been going sideways, but that is at a time where the rest of the market was actually going down. Thinks it is back in a situation where we are going to see it going up. This is very much consumer oriented. They have 25% utilities, 24% consumer staples, 17% healthcare and 10% consumer discretionary.

Price:
$29.080
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-26 TOP PICK BCE-Inc.
BCE-T
Hap (Robert) Sneddon FCSI

Earnings were reasonably decent. Has a fantastic dividend yield of 4.5%. The space is a really tough one right now, but the chart shows a strong long upward trend. He has a price target of $82.

Price:
$60.730
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-05-26 TOP PICK Horizons-Global-Dividend-ETF
HAZ-T
Daniel Straus

Expensive, but is actively managed by Guardian Capital using a quantitative methodology to screen global blue-chip companies for growth, profitability and sustainability. In the long term it has been a great exposure to the world.

Price:
$18.530
Subject:
ETF's
Bias:
UNKNOWN
Owned:
No
2016-05-26 TOP PICK MacDonald-Dettwiler--and--Assoc.
MDA-T
Hap (Robert) Sneddon FCSI

Risk reward on this is really, really good. They sort of represent Québec city within their business plan in what they do. Brought in a new CEO, and have also moved along the procurement process with the US military. Dividend yield of 1.73%.

Price:
$85.380
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-05-26 TOP PICK Pfizer-Inc
PFE-N
Hap (Robert) Sneddon FCSI

Believes this is long-term. It could be a little lower a year from now, but in 5-6 years it is going to be much higher. This is the right space to be in. Dividend yield of 3.48%.

Price:
$34.430
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-05-26 TOP PICK Vanguard-Cdn.-Aggreg.-Bond-ETF
VAB-T
Daniel Straus

A fairly low fee and gives exposure to the entire Canadian bond market. The “entire” Canadian bond market is probably a bit riskier than what most retail investors want to get out of their fixed income exposure, because of the long maturities that are out there. This has a weighted average duration of about 7 years. He supplements this with some shorter term, corporate credit ETF’s, to bring down the overall risk of the whole portfolio.

Price:
$26.030
Subject:
ETF's
Bias:
UNKNOWN
Owned:
No
2016-05-26 TOP PICK iShares-S-and-P-TSX-Capped-Comp.-ETF
XIC-T
Daniel Straus

Basically the TSX composite index, 240 some companies listed in Canada, the entire Canadian market. He has been legging slightly back into the Canadian market in his model portfolios, and this is his core exposure.

Price:
$22.320
Subject:
ETF's
Bias:
UNKNOWN
Owned:
No
2016-05-25 TOP PICK AGT-Food--and--Ingredients
AGT-T
Michael Decter

A fascinating company and has one of the most remarkable entrepreneurs leading it. One of the largest producers globally of pulse crops, processors of lentils, field peas. Grows in Saskatchewan and a bit in Australia and the Dakotas. They are starting to convert to making ingredients for food, a higher margin business. Dividend yield of 1.67%.

Price:
$35.910
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-25 TOP PICK Blackrock-Inc.
BLK-N
David Burrows

Investment management company, absolute leader in ETFs.  Money is moving its way toward ETFs.  Money has been leaving equities this year, but they are seeing net capital inflows.  Their margins are expanding.  17 times earnings.

Price:
$364.090
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
Yes
2016-05-25 TOP PICK Boyd-Group-Income-Fund
BYD.UN-T
Michael Decter

A consolidator of auto body and auto glass. They’ve exhibited remarkably steady growth. Consolidating an industry in which there are literally tens of thousands of possible acquisitions. This is an industry in transformation because cars are getting more complicated and harder to fix. There is lots of room for growth. Dividend yield of 0.68%.

Price:
$74.680
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-25 TOP PICK Clearwater-Seafoods-Inc.-
CLR-T
Michael Decter

The real play is the appetite of the world for protein, particularly seafood. They are not only harvesting efficiently, but marketing all over the world, particularly in Asia. Dividend yield of 1.39%.

Price:
$14.410
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-25 TOP PICK Honeywell-International
HON-N
David Burrows

We are in a connective world.  They are big in auto and heating efficiency.  Everything is connected.  Sensors and connective devices.  They grew free cash flow.  13% annual dividend growth.  It is not an expensive stock.  They are the market share leader in every market they are in.  16 times earnings.  He likes industrials and connected devices along with dividend growth.

Price:
$114.720
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
Yes
2016-05-25 TOP PICK Medtronic-Inc
MDT-N
David Burrows

Cardiac implants, spinal implants and diabetes devices.  A play on the secular theme of spending on healthcare.  They are all about scale.  It is fundamentally very attractive.  They have a dominant role and can save the system money with their implants.

Price:
$81.080
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
Yes
2016-05-24 TOP PICK Broadridge-Financial-Solutions-Inc.
BR-N
Jennifer Radman

This helps financial institutions. When they do investor communications, such as proxy voting or management change, unit voters have to vote, and this company facilitates 90%+ of the proxy voting. There is so much pressure on financial institutions with new regulations coming up. Dividend yield of 1.84%.

Price:
$65.360
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-24 TOP PICK Cisco
CSCO-Q
Jennifer Radman

With this one, you have the valuation on your side. You have had the threat that it should be showing up in the results, but it is not. Have done a very good job of transitioning. They have a fantastic client base and they are asking them what they need to do. There is still a lot of upside based on the valuation. Dividend yield of 3.65%.

Price:
$28.470
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-24 TOP PICK Amdocs
DOX-Q
Jennifer Radman

This company does the back end for a lot of the telco companies and the cable companies. When you had your 1st cell phone, you had minutes, but now you can bundle with half your office plus your grandmother, etc. It is so complicated trying to figure out how much data you are using and what you are getting billed for, and this company puts all that together. AT&T is their big customer. Dividend yield of 1.36%.

Price:
$57.230
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-24 TOP PICK Element-Financial
EFN-T
Andrey Omelchak

Earlier this year they announced plans to separate the company into 2 entities. One is a fleet business and the other is asset management. Thinks we are on the verge of a major re-rating on the back of this split. Both businesses are high quality and will both generate high ROE’s. The company is largely undervalued on the back of this. Dividend yield of 0.65%.

Price:
$15.520
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-05-24 TOP PICK Exco-Technologies
XTC-T
Andrey Omelchak

Specializes in providing different support things for the automobile sector, so are really capitalizing on this uptrend in autos. Well-managed with a top notch management team. They are having a CEO transition, which he is not too concerned about, as the past CEO will become chairman. The stock has been beaten down with the sector, which he feels is premature. Everybody is speculating that new car sales have reached their peak. Even if that is so, this company is trading at extremely attractive valuation multiples. They have quite a bit of revenue coming from outside of North America. Feels they will also have opportunities to deploy excess capital. Has about $30 million in excess capital. Dividend yield of 2.25%.

Price:
$12.540
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-05-24 TOP PICK Yellow-Media-Inc
Y-T
Andrey Omelchak

This has evolved from a Yellow Pages directory into a media company. 62% of their revenues come from their media assets. They are repaying their debt very aggressively and improving their capital structure. They’ve done this in France, and are now doing it in Canada. Trading at very attractive EBITDA multiples.

Price:
$19.220
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-05-20 TOP PICK Barkerville-Gold-Mines
BGM-X
Jaime Carrasco

This is going to become one of Canada’s highest producing gold mines. It is in BC with low political risk. High grade gold and they start production sometime this year.

Price:
$0.485
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-20 TOP PICK Franco-Nevada-Corp
FNV-N
Cameron Hurst

A relatively conservative play on gold. He likes the royalty streaming assets that they do, as opposed to being in the ground and trying to dig it out where you have a lot more risk and volatility. He likes gold right now, based on global negative interest rates. Dividend yield of 1.36%.

Price:
$65.520
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-05-20 TOP PICK Schlumberger-Ltd.
SLB-N
Cameron Hurst

Has sort of warmed up to energy. Thinks this company has got it right for the next cycle. Great cash flow, good operators, good track record. With the Cameron International (CAM-N) acquisition, they’ve got some great levers right now. Essentially they are executing on a very well articulated decade strategy of servicing and providing for the life of a well. Also, have some of the best technology. Dividend yield of 2.69%.

Price:
$74.960
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-05-20 TOP PICK UnitedHealth-Group-Inc
UNH-N
Cameron Hurst

This stock is very consistent. Management has a stated pledge to return 50% of free cash flow and invest with the rest. This is very stable and very predictable. Excellent execution. Consistently high multiple, which he likes. Dividend yield of 1.52%.

Price:
$130.940
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-05-20 TOP PICK Americas-Silver-Corp
USA-T
Jaime Carrasco

Management is the M&A team from America Barrick. Ever since they took over these 3 different mines, the price of silver has always been higher than the cost of production. What kept them alive, and what not many managers would have done, every quarter they would ramp up production more than the decline. They have gone from 500,000 ounces to 5 million ounces equivalent of silver production. This is the 1st quarter where we have the inverse where the price of silver is higher than the cost of production, and that spread will continue to widen. Going forward, clients will be very well rewarded.

Price:
$0.330
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-20 TOP PICK Vermilion-Energy-Inc
VET-T
Jaime Carrasco

When he starts putting money back into a sector, he likes to go into the one that did the best. This one did the best which means money stayed with it. Assets are not just in Canada, but offshore as well, mostly in Europe. They get the higher pricing of Brent. Dividend yield of 6.04%.

Price:
$42.710
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-19 TOP PICK Riken-Leiki
7734-JP
Lorne Steinberg

A global player with pretty good earnings growth and revenue growth.  Number one player in several niche areas.  Trading at 9 times earnings and a steep discount to book value.

Price:
$0.000
Subject:
Deep Value Global Equities
Bias:
BEARISH
Owned:
Yes
2016-05-19 TOP PICK Aegon-N.V.
AEG-N
Lorne Steinberg

70% discount to tangible book value.  6% dividend which they got permission to raise and to buy back shares of.  They are painted by the brush for the US financials.  It has very significant upside over the next couple of years.

Price:
$5.000
Subject:
Deep Value Global Equities
Bias:
BEARISH
Owned:
Yes
2016-05-19 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
Stan Wong

Largest Internet Company globally, specializing in search and advertising. They control 74% of the US Internet search engine market, and nearly 60% of the global search ad revenue. With the YouTube volume growth, increasing mobile ad sales and more cost controls, that should continue to drive the bottom and top lines. Trading pretty cheap at 20X forward earnings. 15% long-term growth rate, gives it a 1.3X PEG, which is pretty good for a large cap technology brand. Added to his position last month in the $705 area. Thinks it can get back up to the $800 level quite easily.

Price:
$715.310
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-05-19 TOP PICK Metro-Inc--A-
MRU-T
Stan Wong

A very classical, traditional, consumers staple stock that provides investors with a very stable and predictable growth and earnings with a modest but growing dividend. They have $12 billion in sales and a network of 600 stores in Québec and Ontario. Trading at 17X earnings and a 10% growth rate and a dividend yield of 1.3%. The dividend has grown at 16% per year over the last 5 years. A very steady type of name, especially for this environment where things seem to be expensive.

Price:
$42.990
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-05-19 TOP PICK Royal-Dutch-Shell-PLC--B-
RDS.B-N
Lorne Steinberg

One of the best managed energy companies in the world.  Very little debt.  They took advantage of energy prices to integrate an acquisition with a high yield.  There is not a lot of downside for the high dividend yield. 

Price:
$49.820
Subject:
Deep Value Global Equities
Bias:
BEARISH
Owned:
Yes
2016-05-19 TOP PICK Exxon-Mobil
XOM-N
Stan Wong

If you are a believer that the energy market is continuing to stabilize and recover, he likes this company because it is a very conservative play. The largest integrated oil company globally. Feels they are very committed long term to cost control and a strong balance sheet, enabling them to make some very opportunistic acquisitions going forward. Trading at 2.15X Price to BV, which is a discount to its 10-year average of 2.8X. Dividend yield of 3.33%.

Price:
$90.110
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-05-18 TOP PICK Boyd-Group-Income-Fund
BYD.UN-T
Steve Belisle

Auto repair/collision repair shops. Growing mostly in the US. Insurance companies want to deal with fewer suppliers, especially for collision repairs, and this company is able to offer them lower costs, faster service and more standardized service. That is why they are getting market share with insurance companies, and that is driving structural growth. Miles driven has increased in the US which is resulting in more collisions. They are supplementing their organic growth with more acquisitions. The market is very fragmented in the US. Dividend yield of 0.69%.

Price:
$72.610
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-05-18 TOP PICK Walt-Disney
DIS-N
Christine Poole

There is great momentum in the studio, and she sees good things coming over the next year. They can leverage their productions into the theme parks and consumer products. The big catalyst for their theme parks is the opening of Shanghai Disney in June. Up front there are going to be some opening costs, but longer-term it is going to be a great revenue generator. ESPN has been an overhang in terms of subscriber declines, but that is moderating. Dividend yield of 1.43%.

Price:
$99.000
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-18 TOP PICK Element-Financial
EFN-T
Steve Belisle

Likes the value they are going to unplug by splitting the company in 2. They will be a fleet business and an asset management business in September. They will disclose the pro forma numbers in August. Last quarter management guided that the fleet business will earn about $1.12, but could actually be $1.10. If you use a 15 or 16 time multiple, this is what the stock currently is at. Even if you don’t like the commercial side of the business, it is probably worth at least $3, so you can easily get to $20 and above on a valuation. After the split, they will materially increase the dividend. Dividend yield of 0.68%.

Price:
$14.800
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-05-18 TOP PICK Home-Depot
HD-N
Christine Poole

This is really a play on the US economy, a recovery in the US housing market, improving employment, which implies higher household formations and turnover. This is a format that is not threatened by on-line like other businesses. Online represents about 5% of their total revenues. Dividend yield of 2.1%.

Price:
$131.770
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-18 TOP PICK Loblaw-Companies-Ltd
L-T
Christine Poole

She likes the Shoppers acquisition because it plays into the aging demographics. In terms of food retail, square footage growth has less growth than in prior years, which is a positive for the grocery industry. Have been renovating their stores and putting new IT systems in, which is largely behind them. Focus now is to increase the dividend. They have also been buying back stock. Dividend yield of 1.5%.

Price:
$69.220
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-18 TOP PICK Milestone-Apartment-REIT
MST.UN-T
Steve Belisle

All their properties are in high job growth markets in the US. In the US, job creation is mostly in low wage service jobs, and people are looking for a place to live, but house prices have increased quite a bit. That is driving a lot of demand for properties, and this company’s average rent is about $900 a month, quite affordable and very good quality locations. They have been able to derive rent growth at about 6% in the past few years, and looking forward he thinks that is what they will do, deriving pretty good cash flow growth. Dividend yield of 3.86%.

Price:
$18.350
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-05-17 TOP PICK FT-AlphaDEX-Cdn.-Dividend-ETF
FDY-T
Don Vialoux

Historically the Canadian market does very well right through until June 15, so there is still another month for the Canadian market to go higher. He looked for specialty ETF’s that are designed to outperform the Canadian market, and this one fits that bill. It just broke through to an all-time high yesterday.

Price:
$18.060
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2016-05-17 TOP PICK Fortis-Inc.
FTS-T
Don Vialoux

Seasonally, from about now right through to October, this tends to outperform the market. Technically it is very close to its all-time high. It is forming a gorgeous triangle pattern, and it all has to do with their recent acquisition. If you look at the on balance volume, somebody is buying a lot of this stock.

Price:
$40.040
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2016-05-17 TOP PICK First-Trust-Technology-AlphaDEX-Fund
FXL-N
Don Vialoux

This is coming into gear right now. It has basically to do with the technology sector, and technology just during the last week has started to show some really good signs of outperformance. Seasonality it goes right through until July.

Price:
$31.060
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2016-05-17 TOP PICK New-Flyer-Industries-Inc.
NFI-T
Bruce Campbell (2)

This company just continues to deliver on their numbers. Management is so confident in their business that they just bumped the dividend last week by 35%. Acquired MCI Motor Coach last year and there are lots of synergies as well as lots of higher margin business that they can do in the parts area, a much more profitable area than building buses.

Price:
$41.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-05-17 TOP PICK Red-Eagle-Mining
RD-X
Bruce Campbell (2)

Building a gold mine in Colombia. There has been a lot of move into gold mining stocks this year, and this is one that kind of flies under the radar. There is no analysts’ coverage yet. They are just finishing up the build of the mine, and hope to be pouring their gold later on this year. There is lots of upside from both an exploration standpoint and a re-rating once they get to the production stage. Trading fairly cheap here. Electricity is fairly cheap, which should keep their mining costs down. Also, the Colombian peso is very cheap.

Price:
$0.760
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-05-17 TOP PICK Sleep-Country-Canada-Holdings
ZZZ-T
Bruce Campbell (2)

A mattress retailer. What Dollarama (DOL-T) has done over the last 10 years, he feels this company is going to do over the next 10 years. They are going to continue to expand geographically. Currently they serve about 1 store for 180,000 people, and he thinks that is going to be down to the 150,000 level, so they’ll have more stores out there. They are also expanding their business to sell not just mattresses, but a lot of accessories like fancy expensive pillows, giving them a much higher margin.

Price:
$22.990
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-05-16 TOP PICK Arc-Resources-Ltd
ARX-T
Swanzy Quarshie

An excellent company. Really good risk management. A great management team. Likes the balanced nature of their portfolio. They do very well hedging the gas component of their portfolio, because they are such good risk managers. Their resource base is probably one of the best in the country. Excellent technical team which is done very well with their drilling. Low cost operators. The company has lagged their high-quality peers, which she feels is unjustified. Dividend yield of 2.87%.

Price:
$20.890
Subject:
OIL & GAS
Bias:
CAUTIOUS
Owned:
Yes
2016-05-16 TOP PICK Bonterra-Energy-Corp
BNE-T
Swanzy Quarshie

If you like oil and you like good assets, this is the way to go. They have a really great asset base, but the technical team is really doing a good job in proving up the asset base and getting excellent results on their drilling at very low costs. There is a lot of torque to the upside. Have more debt than she is comfortable with, but because of the quality of the management team and their technical expertise, this is a good leveraged way to play oil. Dividend yield of 4.34%.

Price:
$27.620
Subject:
OIL & GAS
Bias:
CAUTIOUS
Owned:
Yes
2016-05-16 TOP PICK Concordia-Healthcare
CXR-T
John Zechner

It was falling because of the VRX-T story.  It is at 3-4 times earnings.  They can start to pay down their debt.  The acquisition gave them a diversified foot print.  They are delivering results.  They are doing it right.  You are compensated for any risk with a low multiple.

Price:
$37.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
Yes
2016-05-16 TOP PICK Walt-Disney
DIS-N
John Zechner

This could be a stock you buy and forget about.  One of the best growth companies in the last 40 years.  They had their first quarterly miss in 4 years recently.  What they do well is cross selling so well.  The worries recently were skinny bundles and ESPN.  People still want the sports content.  It will correct itself.  You can now get it at a market multiple.

Price:
$100.360
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
Yes
2016-05-16 TOP PICK Uranium-Participation-Corp.
U-T
John Zechner

You buy Uranium at $25, a huge discount.  He thinks it is cheap.  The demand is still there.  This is the best way to play the commodity.

Price:
$4.360
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on ENERGY
Owned:
Yes
2016-05-13 TOP PICK Cisco
CSCO-Q
Kash Pashootan

With the Internet of things, demand for their products continues to be on an incline. We are doing more and more with our smart phones every day, and the networking tools that this company provides helps with that, especially the carriers to stay spectrum efficient. They have been growing through acquisitions. Valuation is reasonable and you are getting a 3.92% dividend while you wait.

Price:
$26.530
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 60 of 22,465 entries
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