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
2016-04-28 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Bruce Campbell (1)

This has been as high as $61. It is a consolidator. They have been a beneficiary of energy, because Imperial, Shell and Europe have been selling their gas stations. Thinks they have suffered from being a source of funds for people to buy oil stocks, because they have been a kind of reverse indicator. It is back under 20X earnings for the 1st time in a while. Management is really good. Dividend yield of 0.50%.

Price:
$53.910
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-28 TOP PICK Airboss-of-America
BOS-T
Michael Smedley

This is a buy now because it is down at $15, which is extraordinarily run down.  It is a North American leader in their products. 

Price:
$15.470
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-28 TOP PICK Cardinal-Energy-Ltd
CJ-T
Bruce Campbell (1)

A very low beta way to have energy. A Western Canadian oil producer with low decline. They are 60% hedged this year and 35% next. Good balance sheet. If he is wrong and oil goes down to $30, this will go down, but not as much as others. Dividend yield of 4.57%.

Price:
$9.190
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-28 TOP PICK First-National-Financial
FN-T
Michael Smedley

He hopes there will be a cheaper entry point.  The company is brilliant because they are the top of their class in mortgage broking.  They are above all the other banks.  TD-T sends them their external mortgage broking business.

Price:
$27.150
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-28 TOP PICK Manulife-Financial
MFC-T
Bruce Campbell (1)

This has pulled back, a lot like US banks. Lifecos are all exposed to interest rates, and get squeezed when rates don’t go up. This has a lot of growth in Asia that is kind of non-interest rate exposed. They also have John Hancock in the US. He is showing 9X earnings and a discount to Book forward, which is as cheap as these things get. It will go back to $21-$22. Dividend yield of 4.03%.

Price:
$18.380
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-28 TOP PICK Pretium-Resources
PVG-T
Michael Smedley

He has held it for a long time.  This week it had fabulous grades.  It will be into production towards the end of next year. 

Price:
$9.830
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-27 TOP PICK AutoCanada-Inc.
ACQ-T
Mike S. Newton, CIM FCSI

If you were to chart out oil prices against this name, you would see quite a bit of a correlation, because this is looked at as being a Western company. Thinks this is all baked into the price. Dividend yield of 4.69%, and the balance sheet is sufficient enough to cover that in the near term.

Price:
$21.330
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-04-27 TOP PICK Adobe-Systems
ADBE-Q
Mike S. Newton, CIM FCSI

An interesting discovery for him when he was looking for low volatility names. What attracted him was that they completely changed the way they distributed their business as a subscription model. This makes it much more affordable for smaller businesses and individuals, and also makes strides to eliminate the potential for pirated and illegal copies. Their most recent earnings were really surprisingly good, and the adoption rate was a very, very high.

Price:
$95.640
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-04-27 TOP PICK Comcast-Corp
CMCSA-Q
Mike S. Newton, CIM FCSI

Had great earnings last night and the stock popped. They continue to deliver incredibly good growth rates. The Universal Pictures division has a great slate of movies coming up. Has low volatility combined with a pretty good dividend of 1.79%. There was news that they might be trying to acquire DreamWorks for $3 billion, about 2% of Comcast’s market cap.

Price:
$61.300
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-04-27 TOP PICK Diversified-Royalty-Corp.
DIV-T
Fabrice Taylor

Owns Mr. Lube, Sutton Realty and Fran Works a restaurant group. Fran Works is heavily concentrated in Alberta, so sales are weak. It has driven the stock price down creating a 10% dividend yield. If oil prices continue to improve, even slowly, sentiment will improve. If investors in one year decide that they’ll accept an 8% dividend yield from the stock and the dividend doesn’t change, you are looking at a 35% upside. 10% on the yield and 25% on the stock. They are diversifying away from these 3 royalties. Dividend yield of 9.51%, and he would recommend the DRIP.

Price:
$2.300
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-27 TOP PICK Fitbit-Inc
FIT-N
Fabrice Taylor

A very, very interesting product. Fitness and wearables is a big thing. Trading at about 12X forward earnings. Not a low risk proposition, but they are making money and have $3 a share in cash. An interesting speculation.

Price:
$17.880
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-27 TOP PICK Helius-Medical-Technologies
HSM-T
Fabrice Taylor

Makes a medical device called the PONS, which appears to dramatically improve the results of therapy for people with brain injuries. They are in an FDA 3rd round right now. Results will probably be out in Q3. If results are positive, the stock will multiply, if not the stock is going to get crushed.

Price:
$1.580
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-26 TOP PICK Air-Canada--B-
AC-T
Jerome Hass

*LONG* (Pairs trade with a Short on Air Transat (TRZ-T). It’s not so much that he likes this company, but he wants to hedge out some of the industry specific risks such as jet fuel prices, weather, regulations.

Price:
$8.390
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-04-26 TOP PICK Callidus-Capital-Corp
CBL-T
Jerome Hass

The only listed asset back lender in Canada. When people hear they are lending to distressed companies, it makes them nervous. It is easy to paint a bearish case. It bottomed out at about $7. Just announced a substantial issuer bid. He likes the downside protection. There is $14 of substantial issuer bid for it, and on top of that the CEO has said that if the share price doesn’t reflect the underlying fundamentals, he is going to take the company private at year-end. A newly released independent valuation report indicated it is worth $18-$22. He likes the downside risk. Dividend yield of 5.07%.

Price:
$13.840
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-04-26 TOP PICK Discover-Financial-Services-LLC
DFS-N
John Stephenson

This is a direct bank as well as a card business. Very, very strong earnings growth. Also, have a strong loan growth. Really a top pick in the financial services sector. Attractively valued. Cheap and very good growth. Dividend yield of 1.96%.

Price:
$57.070
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-26 TOP PICK Guess-Inc
GES-N
John Stephenson

*SHORT* This company is really struggling. A retailer whose operating profit has declined annually by 24% in the past 3 years. Revenue has declined by 6%. Predominantly a denim company that does jeans. Denim essentially is in decline. The demographic they cater to is predominantly young people, 18-30 year olds, who have essentially been hurt the hardest by the slowdown in the economy. Dividend yield of 4.89%.

Price:
$18.420
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-26 TOP PICK Constellation-Brands-Inc
STZ-N
John Stephenson

Liquor and wine. The wine businesses are where they are starting to rip. They are one of the largest liquor distributor and consumer package companies out there. This is growing at 5% versus beer companies at 1% or 2%. Also, owns some very interesting beers. The wine is where they are really getting the pickup, because millennials are starting to want it, and there is a real move in wine sales. Yield of 1.02%.

Price:
$156.250
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-26 TOP PICK Tucows-Inc.
TC-T
Jerome Hass

This has 2 businesses. Domain registrations and reselling of mobile phone services. In the mobile phone selling, they specialize in doing customer service themselves. As an offshoot of that, they have launched a 3rd business, high-speed Internet to non-urban locations in the US. Trading at a reasonable valuation with a growth profile and generates a lot of cash flow. Bought back over 50% of their shares since 2007.

Price:
$31.050
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-04-26 TOP PICK Transat-A.-T.
TRZ-T
Jerome Hass

*SHORT* (Pairs trade with a Long on Air Canada (AC-T). This has razor thin margins, so any little hiccup can throw them into losses. Last quarter there was warm weather, the currency, a threat of pilot strikes, Zika mosquitoes. Had very ugly Q1 numbers. Management indicated Q2 was going to be ugly as well. Everyone is putting capacity on this summer for Europe, which he doesn’t think will bode well for them. To hedged this out, he has a Long on Air Canada.

Price:
$8.190
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-04-25 TOP PICK A-Comment----General-Comments-From-an-Expert
A Commentary
Paul Tepsich

Government of Canada Bond 3.5% maturing 12/1/2045.

Price:
$0.020
Subject:
Canadian Small-Mid Cap & Fixed Income
Bias:
BEAR
Owned:
Yes
2016-04-25 TOP PICK Athabaska-Oil-Sands-Corp
ATH-T
Paul Tepsich

7.5% bond maturing Nov 19/17. Probably one of the only exploration/production companies on the continent that is in a net cash position. It will have about $900 million in cash when they do the Murphy Oil joint venture, and have about $800 million of debt. The bond is worth $550 million. More senior to it is a bank debt of about $250 million. The $250 million debt matures after the bond in 2019, which is not a position that bankers usually like. The loan has a “springing” maturity, which means if any of the bonds are outstanding 6 months before they are due, the bank debt becomes due immediately. The company likes the bank debt which has a very attractive terms. Thinks the company is going to do a combination of paying down all this bond and maybe refinance with the new bond for $150 million.

Price:
$1.180
Subject:
Canadian Small-Mid Cap & Fixed Income
Bias:
BEAR
Owned:
Yes
2016-04-25 TOP PICK Clarke-Inc.
CKI-T
James Rife

They did a good job    Management owns a big chunk and they have a lot of cash.  They had a lot of buybacks over the last year.

Price:
$9.550
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2016-04-25 TOP PICK Canexus-Corp
CUS-T
Paul Tepsich

A chemical company. Waiting for approval of a merger with Superior Plus (SPB-T). This is an all share deal. Once the regulators approve this, shareholders will end up with .135 shares of superior for each share they own. Trading at a 15% discount right now. Thinks there is huge upside synergies once the 2 companies are merged. Dividend yield of 2.84%.

Price:
$1.400
Subject:
Canadian Small-Mid Cap & Fixed Income
Bias:
BEAR
Owned:
Yes
2016-04-25 TOP PICK Gamehost-Inc
GH-T
James Rife

Discretionary name, casinos in Alberta.  The stock is only up about 20 from the lows.  Management owns about 48%.

Price:
$10.550
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2016-04-25 TOP PICK Information-Services
ISV-T
James Rife

Land registry service.  This is a great way to play Saskatchewan in a rebound.  If you are too early you are safe as it is a long term asset. 

Price:
$14.710
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2016-04-22 TOP PICK Birchcliff-Energy-Ltd.
BIR-T
Josef Schachter

Super low cost gas producer. $.31 off costs and $.31 processing costs. $.10 for royalties. $.70-$.80 total costs. At $1.50 gas, they make money. They have a massive reserve life, 24 years of proven reserves, 39 years of 2P reserves. They are going to produce about 40,000 BOE’s a day this year. Net CapX will be less than cash flow, $1.28 versus $1.43. Last year they did a cash flow of $1.06 and thinks they will do under $1 this year. This is a Buy on any weakness.

Price:
$4.770
Subject:
OIL & GAS
Bias:
BEARISH on ENERGY
Owned:
No
2016-04-22 TOP PICK Gran-Tierra-Energy-Inc.
GTE-T
Josef Schachter

Colombia producer. 28,000 barrels a day. They should do $.35-$.40 a day in cash flow this year. Balance sheet is very strong with $90 million of cash. They are going to be an acquirer. Just made 2 acquisitions at the end of last year. Fabulous balance sheet.

Price:
$3.750
Subject:
OIL & GAS
Bias:
BEARISH on ENERGY
Owned:
No
2016-04-22 TOP PICK Pengrowth-Energy
PGF-T
Josef Schachter

Management has done a great job. Have very big strong supportive shareholders. Probably going to do $.70 in cash flow this year. The big problem is the debt, and they are working to sell assets. Will probably do about $300 million in asset sales this year to pay down debt. A very good balance sheet with almost $600 million of hedge gains, which they can use to pay down debt.

Price:
$1.870
Subject:
OIL & GAS
Bias:
BEARISH on ENERGY
Owned:
No
2016-04-21 TOP PICK Alaris-Royalty
AD-T
Alex Ruus

This is a great, great company. A royalty owner in non-resource private companies. A really well run company with a conservative balance sheet. Trading at 13X 2007 earnings. Thinks there has been 10 dividend increases over the last 5 years. Dividend yield of 5.3%.

Price:
$30.620
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-21 TOP PICK Corus-Entertainment--B-
CJR.B-T
Kash Pashootan

It has been out of favour with investors.  The fears of pick and play are overblown.  0.6% of subscribers have gone for it.  Now that the SJR.B-T deal is done they have focused their offering.  The dividend is high, but the coverage is also high.

Price:
$11.870
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2016-04-21 TOP PICK First-American-Corp.
FAF-N
Kash Pashootan

Title Insurance is the meat and potatoes of what they do.  If the US housing markets continue to plug along then this one will do well.  It is also a future play on rates.  If they rise, then this one stands to benefit.

Price:
$35.590
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2016-04-21 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Alex Ruus

This is one of the cheap stocks. A $130 billion market cap company that generates $20 billion of free cash flow every year. The stock has come off, mostly because of Hillary Clinton and other politicians going on about expensive drugs. They have a state-of-the-art drug that cures hepatitis C. 14% free cash flow yield. Dividend yield of 1.69%.

Price:
$101.740
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-21 TOP PICK McDonalds
MCD-N
Kash Pashootan

He did well when it was a top pick a year ago.  It is good if you have a balanced portfolio.  They have turned things around with the new menu, delivery and the apps.  The beta is 0.6 so it is half as volatile as the entire market.  You can live with it in the bad times.  This allows you to be in the market, but not lose sleep at night. 

Price:
$125.790
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2016-04-21 TOP PICK Magna-Int-l.--A-
MG-T
Alex Ruus

Number 2 auto parts company globally. A beneficiary of the globalization of the auto industry. They are buying back stock and have a 6% free cash flow yield. Cheap at 7X 2017 earnings. Dividend yield of 2.41%.

Price:
$54.910
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-20 TOP PICK Aegon-N.V.
AEG-N
Benj Gallander

A big insurer out of the Netherlands, with about $40 billion in revenues. It almost went under during the recession and the Dutch government bailed them out. They are international. They own Transamerica Insurance in the US. They are also into pension and wealth management. Thinks the euro is going to come back to some degree and there will be some movement upwards. Looking for this to go up above $20. Dividend yield of 4.89%.

Price:
$5.920
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-04-20 TOP PICK Allison-Transmission-Holdings
ALSN-N
Stephen Groff

Generating very high returns, very high margins, and a lot of cash flow. You have to look at free cash flow on this, because they have everything from NOLs meaning that they convert higher percentages of revenue of EBITDA into cash flow. Margins are very high, north of 30%, because a lot of technology goes into making heavy-duty applications for everything from garbage trucks to school buses. Dividend yield of 2.17%.

Price:
$27.560
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-04-20 TOP PICK Brookfield-Infrastucture-Partners
BIP.UN-T
Stephen Groff

This as a very opportunistic capital allocator. Instead of thinking of the actual assets, it is important to think of the people behind the assets. The management team is very good and rock solid, going around the world finding the best place to make money. They find areas of distress. Trading at a reasonable multiple of FFO, and more importantly they can take significant amounts of liquidity and deploy it into distressed parts of the market. Today one of them is the US energy sector and Brazil. Dividend yield of 5.9%.

Price:
$53.010
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-04-20 TOP PICK Reitmans--Canada--Ltd.--A-
RET.A-T
Benj Gallander

Lost $16.5 million last quarter. A big part of that was that they source a lot of their goods in the US, and have to sell them in Canada. When the Cdn$ got killed, that cost them a lot of money. The Cdn$ is coming back to some degree which will help. This past quarter their revenues were about even, but that is on 56 fewer stores. Same-store sales went up a couple of points. Internet sales went up 69%. A clean balance sheet. Dividend yield of 4.54%.

Price:
$4.410
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-04-20 TOP PICK United-Security-Bancshares-Inc
USBI-Q
Benj Gallander

A small banking company based in Alabama. This bank did not dilute during the recession, so they have just over 6 million shares outstanding. Insiders own a nice piece. They are profitable, not as much is they were, but that will go up. Thinks this could triple. Dividend yield of 0.97%.

Price:
$8.220
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-04-20 TOP PICK Walgreen-Boots-Alliance
WBA-Q
Stephen Groff

CEO Stefano Pessina is a visionary, who is a key part of the transformation in US healthcare. It is all about taking costs out of the system, becoming more efficient, and recognizing that you can’t just rely on higher prices. They are taking their store network, driving costs out, and basically reinvesting that into a better experience. Dividend yield of 1.77%.

Price:
$81.130
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-04-19 TOP PICK Blackrock-Inc.
BLK-N
David Burrows

He likes equity markets and the bull market in the US going forward. Also, likes the secular trend and growth in the use of the ETFs. This one is the undisputed leader. $4.7 trillion in assets. Net inflows regularly. They have had about $100 billion in new assets come in the door in the last couple of months. Margins are growing. If you believe that markets can go higher, that is a growth in fees. If you believe they can grow new assets, that is a growth in fees. If you believe that ETF’s will take market share, that is a growth in fees. Has a 2.5% dividend yield that will grow at 12%-14% a year. Trading at 18X earnings.

Price:
$364.660
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-04-19 TOP PICK Chartwell-Seniors-Housing
CSH.UN-T
Christine Poole

The largest seniors housing operator in Canada. Provides a nice yield of 4%. This is an industry where there is good secular growth and tends to be not as cyclical. Sold off their US operations about a year ago, and redeployed that capital back into the US to grow their presence. Recently announced an acquisition of another retirement home and have been doing that for the last few months. They are slowly starting to increase their dividend. 16% of the population is 65 and older, and in 15 years, they estimate it will be 25%.

Price:
$14.040
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-19 TOP PICK Walt-Disney
DIS-N
Christine Poole

The stock has pulled back on concerns of ESPN and what is going to happen when we have skinny bundles. They have huge programming costs and pricing may come down. She thinks management will be able to work through this. Studio, another division, has great momentum right now with the Star Wars trilogy, and have a good portfolio of acquisitions they have made in that sector. Recently, Jungle Book has been released. They can feed these themes through their theme parks and resorts through their Consumers Products division. Also, Shanghai Disney opens later this year. Trading at a reasonable multiple. Dividend yield of 1.38%.

Price:
$102.640
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-19 TOP PICK Franco-Nevada-Corp.
FNV-T
David Burrows

His model took him out of gold in 2012, not to return until Jan/16. Started to see improvement in breadth. This company grew their ounces by 15% this year, a very difficult year. They became the financer of last resort for gold companies that wanted to finance, and get a royalty on all the gold those companies produce. One of the best performing stocks in the group.

Price:
$88.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-04-19 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
Christine Poole

The leading search engine company, and is really about online advertising. This garners a huge share of the search traffic. On online advertising, on a global basis, only about 35% is allocated within the overall budget, so she thinks there is good growth opportunity going forward and Google will garner a high share of that.

Price:
$776.250
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-19 TOP PICK Honeywell-International
HON-N
David Burrows

Industrials have come back really nicely, and this one has been a great company. They have grown their dividend 12% a year over the last 8-9 years. Growing their earnings at 12%-13%. They are in 3 major markets, smart automotive, smart home automation and aircraft monitoring systems. Dividend yield of 2.06%.

Price:
$115.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-04-18 TOP PICK Apache-Corp
APA-N
Hap (Robert) Sneddon FCSI

The company is working on being really nice and lean. They divested some holdings that they didn’t want and are going to be looking to acquire other companies.

Price:
$53.440
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-04-18 TOP PICK CASH
CASH
Keith Richards

(Top Pick Apr 20/15, Flat) He held 40% cash at the beginning of this year.  This market is going to be fairly volatile this year.  You have to be mobile and cautious.  Oil is still fighting the down trend.  We are not taking out the old high of $42.  It only lasted a day or two last time it tried.  Sooner or later it will break $42 but could return to the $30s in the mean time.  He recommends 40% cash again.  The market tends to go up in spurts and you could miss that.  There are downsides to holding cash.  You have to be cautious, watching for signals.  This is not a long term recommendation.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Yes
2016-04-18 TOP PICK HBP-S-and-P500-VIX-Short-Term-VIX-ETF
HUV-T
Keith Richards

This is a hedge, insurance against the market going down.  He has a 5% position.  The VIX is at the bottom of a very long term trading range.  The markets are too settled in and too happy.  If the market starts to sell off, the VIX will spike aggressively.  In a worst case scenario it has a 2 to 1 reward to risk ratio.

Price:
$22.280
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Yes
2016-04-18 TOP PICK Smart-REIT
SRU.UN-T
Keith Richards

They have very stable cash flow, are a defensive position, and it is breaking out, looking good technically.  It will be about a 6 months hold.

Price:
$33.900
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Yes
2016-04-18 TOP PICK iShares-S-and-P-TSX-Global-Gold
XGD-T
Hap (Robert) Sneddon FCSI

From an earnings basis, the numbers look really good. Q1 could look very good for a lot of companies for a comparable. Whenever you have a strong start from a fundamental basis, you can have a very strong rest of the year.

Price:
$12.540
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-04-18 TOP PICK SPDR-Health-Care-E.T.F.
XLV-N
Hap (Robert) Sneddon FCSI

There are very few sectors that are in a bull market on a secular basis. This is one of them. It started in 2014. Was a little bit of a football recently. He started by taking a small position of 2.5%. This is coming into a strong seasonal period.

Price:
$70.670
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-04-15 TOP PICK General-Electric
GE-N
Rick Stuchberry

This is a great buy. In the last 6-12 months, they have gotten rid of GE Capital, which was the negative in 2008-2009. They have reinvented themselves, not just with the big turbines, jet engines, etc., but have bought in service contracts as well. This is going to be a company that sells you a jet engine, etc. and then sells you all the software that goes with it. They are going to make a lot of money off the software and servicing side of things. It will become a bit of a cash cow over time as they sell all this heavy equipment. Dividend yield of 2.97%.

Price:
$31.005
Subject:
CANADIAN LARGE & ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-15 TOP PICK Loblaw-Companies-Ltd
L-T
Rick Stuchberry

This has Shopper’s which provides a tremendous amount of cash flow into the company. They are paying down debt and opening all these new stores, which allows them to have some growth. He likes yield and safety, but also wants to have the growth. Thinks the company is positioning themselves to have another leg of growth. Dividend yield of 1.42%.

Price:
$70.620
Subject:
CANADIAN LARGE & ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-15 TOP PICK Whitecap-Resources
WCP-T
Rick Stuchberry

He chose to re-enter the sector when the US$ rolled over. This has a lot of light oil and liquids, and is a low cost producer. This is a good combination of being in the right place, with the right cost structure, and a clean balance sheet. Look at this as an opportunity to capture part of that move on the energy side. Has a very long reserve life as well. Dividend yield of 3.11%.

Price:
$8.900
Subject:
CANADIAN LARGE & ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-14 TOP PICK Apple
AAPL-Q
Brian Acker, CA

He was pounding the table at $85. He thinks their earnings will be good and they will buy back a tone of stock.  Expect a dividend increase.  $160 model price.  A good value name to hold in your portfolio.

Price:
$112.100
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-04-14 TOP PICK Brookfield-Property-Partners
BPY.UN-T
David Cockfield

This is properties. They are all over the world. They are big. Billions of dollars. Good diversity. Thinks it is about ready to break out and have another good period of growth. Dividend yield of 5.06%.

Price:
$30.120
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-14 TOP PICK General-Electric
GE-N
Brian Acker, CA

It is in the process of spinning off GE capital. He has hated it since the last change in management in 2001  They are finally getting rid of GE capital  He suspects his model price will move up considerably once GE capital goes away.  Their competitor is trading well over EBV +5. 

Price:
$31.020
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-04-14 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Brian Acker, CA

(Top Pick May 19/15, Down 9.71%) It is confirming to one of his EBV lines.  $189 model price 94% upside.  Let everything go quiet for a while.  It is a HEP-B cure for $10k.  It pays about a 2% dividend.  It got caught up in the Valiant thing with Congress.  It is tracking nicely at EBV +6. 

Price:
$98.190
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-04-14 TOP PICK BMO-MSCI-Europe-High-Quality
ZEQ-T
David Cockfield

He decided he wanted to get a toe hold in the European market. The big caveat on this is that there is talk of Britain exiting the EU, with the decision being made in June. Wait to see what happens there, because this could sell off at that time, giving you a better price.

Price:
$17.330
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 60 of 22,343 entries
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