stockchase picture

Compiling comments that experts make about stocks while on public TV.

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-03-04 TOP PICK BHP-Billiton-Ltd.
BHP-N
Bill Harris, CFA

This gives a 5% yield and the stock can go up a couple of dollars a year, giving an 8%-10% rate of return. They also have copper and oil businesses which he thinks can incrementally improve.

Price:
$51.620
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2015-03-04 TOP PICK Boralex-Inc.
BLX-T
Bill Harris, CFA

Essentially wind electricity in France and Québec. Has great long-term contracts and is incrementally adding to its business. Yield of about 4%.

Price:
$13.200
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2015-03-04 TOP PICK Dalradian-Resources
DNA-T
Brent Cook

Gold deposit in Northern Ireland.  It is veins.  They are not wide, but are solid.  They have a significant resource outlined right now. 

Price:
$1.115
Subject:
JUNIOR MINING & COMMODITIES
Bias:
SELECTIVE
Owned:
Yes
2015-03-04 TOP PICK Mariana-Resources-Ltd.
MARL-LN
Brent Cook

$20 Million market cap.   A month ago they released a drill hole in Turkey.  A few weeks later they released a drill hole 100 meters to the north.  This looks like it might be a significant discovery.  The structure runs for 7 km.  They just raised money and are going to invest it in low probability/high risk projects.  This is the bad news. 

Price:
$0.000
Subject:
JUNIOR MINING & COMMODITIES
Bias:
SELECTIVE
Owned:
Yes
2015-03-04 TOP PICK Mirasol-Resources
MRZ-X
Brent Cook

(Top Pick Mar 4/14, Down 38.51%) They are capable of finding the deposits that we need to find into the future.  They are sitting on about $25 Million in cash.  In a current project surface samples look really good and they have a significant chance of making a major discovery.

Price:
$0.990
Subject:
JUNIOR MINING & COMMODITIES
Bias:
SELECTIVE
Owned:
Yes
2015-03-04 TOP PICK Phoenix-Energy-Services
PHX-T
Bill Harris, CFA

A high quality company that has been beaten up but has low fixed costs and high variable costs, so they can get through this and come out the other side. Directional driller. The problem is with the oil price and efficiencies in drilling on shale, he might like the oil price to come back to $80, but what if it is $65-$70. The one thing he can figure on is that wells are going to get drilled, so you will need drilling at some point.

Price:
$7.060
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2015-03-03 TOP PICK Boardwalk-REIT
BEI.UN-T
Derek Warren

The 10 year average return on this was 17% annualized. Because of its exposure to the oil markets, it has come off and rightly so. However, this is one to watch. As oil weakness reaches a peak, there is an opportunity to buy into the real estate at a discount valuation. Try to get it at around $55-$58 or under $60. Yield of 3.48%.

Price:
$58.700
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2015-03-03 TOP PICK Cardinal-Energy-Ltd
CJ-T
Dennis Da Silva

One of those premier, smaller dividend payers producing around 11,000-12,000 BOE’s a day of medium gravity oil. Very cost-efficient and very efficient in general with their capital. Good margins. About 35% hedged, so they can withstand this downturn into 2016. A good defensive name to own. A little bit pricier compared to its peer group, but that is because of its low cost of capital, high-quality of assets and the ability to generate good margins. Dividend yield of about 6%.

Price:
$14.620
Subject:
CANADIAN RESOURCE
Bias:
OPTIMISTIC on ENERGY
Owned:
Yes
2015-03-03 TOP PICK Calloway-REIT
CWT.UN-T
Derek Warren

Very stable retail name. Wal-Mart (WMT-N) is their largest tenant which continues to expand giving them some expansion growth. This REIT was trading at significant discount to its peers. 99% occupied. Have some very significant developments happening in Vaughn, Ont. which offers some very interesting opportunities. It has pulled back so it is a nice opportunity to get into it. Dividend yield of 5.27%.

Price:
$30.400
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2015-03-03 TOP PICK Kelt-Exploration
KEL-T
Dennis Da Silva

Purchased their 50% partner Artek Exploration. Originally targeting a Doig play in Northeast BC, but the last couple of wells were Montney, and really liked what they had done with the wells and some of the economics. Feel they can improve this further and make it one of their better plays. One of his favourite names. Good management team. They are making sure the balance sheet is clean in order to make more M&A activity.

Price:
$8.220
Subject:
CANADIAN RESOURCE
Bias:
OPTIMISTIC on ENERGY
Owned:
Yes
2015-03-03 TOP PICK Lake-Shore-Gold
LSG-T
Dennis Da Silva

He would rather own a shorter mine life company that actually makes plenty of free cash flow in today’s gold environment, rather than looking at gold companies with a 10-12 year mine life, but struggling to make money. This has a 5-year mine life. Have kick started their exploration program in the Timmins area, to try and replenish what they are producing, and ideally add 2-4 years to their mine life. Right now their cash “all in” costs are just under $1000 an ounce, and they should be able to generate $50-$60 million of cash flow.

Price:
$1.120
Subject:
CANADIAN RESOURCE
Bias:
OPTIMISTIC on ENERGY
Owned:
Yes
2015-03-03 TOP PICK Pure-Multi-Family-REIT-LP
RUF.U-X
Derek Warren

(A Top Pick April 29/14. Up it .72%.) US$ holdings, so is actually up 22% because as a Canadian investor he receives the benefit of the currency exchange. These are Dallas (not Houston) Texas apartments. He has a target of $5.50. Yield of 7.83%.

Price:
$4.790
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2015-03-02 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Veronika Hirsch

Expects they will continue making acquisitions, but is not sure there are that many deals left in the US. They just entered Europe 2 years ago, and there is not much competition there. An exceptionally attractive stock right now because of lower oil prices, and a lot of oil companies might want to monetize their retail outlets. Yield of 0.37%.

Price:
$48.140
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-02 TOP PICK CCL-Industries--B-
CCL.B-T
Veronika Hirsch

A lot of their business is outside of Canada, so they benefit from the weaker Cdn$. Have been making acquisitions, mostly in labels, and expects this will continue. They have packaging as well. Yield of 1.1%.

Price:
$136.750
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-02 TOP PICK Phoscan-Chemical-Corp.
FOS-T
Rick Rule

Selling for 60 cents on the dollar.  This will probably be the year when the deals come to the cash and this one should prosper.  This much cash will attract a deal.

Price:
$0.320
Subject:
PRECIOUS METALS
Bias:
BULLISH on PRECIOUS METALS
Owned:
Yes
2015-03-02 TOP PICK Ivanhoe-Mines
IVN-T
Rick Rule

(Top Pick Mar 3/14, Down 48.33%) He adds most aggressively to the position now.  The best promoter he has ever met.  Wonderful projects like this almost finance themselves.  The market right now is looking for an excuse to sell things.  He is a buyer.  It is more speculative.  This is three of the best assets he has seen in his career.  Thinks this company will be re-priced by the market.

Price:
$0.880
Subject:
PRECIOUS METALS
Bias:
BULLISH on PRECIOUS METALS
Owned:
Yes
2015-03-02 TOP PICK Kobex-Capital-Corp
KXM-X
Rick Rule

Management is a very, very good investor.  Their pool of $30 million in cash should attract a very good deal.  It is trading at a discount to its cash.

Price:
$0.530
Subject:
PRECIOUS METALS
Bias:
BULLISH on PRECIOUS METALS
Owned:
Yes
2015-03-02 TOP PICK Ross-STores-Inc.
ROST-Q
Veronika Hirsch

They retail clothing as well as house wares at exceptionally low prices. Lower energy prices helps the lower end consumer. Yield of 0.89%.

Price:
$105.990
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-27 TOP PICK CAE-Inc
CAE-T
Kash Pashootan

A leader in the simulation, training product space. Their business is 60% civil, 30% defence with 10% in health care. With the growth in the number of active new fleets, he is seeing new pilots required along with new pilot certification, not to mention re-occurring pilot certification. Right now there are about 28 commercial plane assemblies per week, and for every one of those planes, you need 10 to 12 pilots. There is a lot of growth in the space which is translating into contracts. Dividend yield of 1.86%.

Price:
$15.090
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-02-27 TOP PICK Cisco
CSCO-Q
Kash Pashootan

He likes the dividend and he likes the name. Have positioned themselves to be very relevant for what is coming up for the next 5-10 years. Have been active in the wireless space, so with everybody doing so much on their smart phones, mobile data traffic has really picked up. Also, cyber security threats will increase demand for this company’s networking products. Just reported and they had a great quarter. Yield of 2.83%.

Price:
$29.510
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-02-27 TOP PICK Loblaw-Companies-Ltd
L-T
Stan Wong

Just reported good earnings and also at a record high. This is your classic consumer staples name. Very steady and predictable growth along with a modest but growing dividend. They will probably grow their dividend at a 5% clip per year over the next several years. A lot of their capital expenditures are behind them, so you will see that in the earnings and you will see the benefits of those renovations going forward. The acquisition of Shoppers Drug Mart will certainly provide this grocery giant exposure to higher-margin profile. Trading pretty nicely at 18X forward earnings with a 15% growth rate. Dividend yield of 1.54%.

Price:
$63.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-27 TOP PICK ProAssurance-Corp
PRA-N
Kash Pashootan

This is in the medical liability space. With Obama care, we are seeing more and more Americans being able to access healthcare. As a result, there is a need to hire more doctors, nurses and healthcare workers, which need to be insured. This company stands to benefit from that as we continue to unfold the early days of Obama care. Have done a few acquisitions over the last few years, which is part of why their stock price has been flat. Those acquisitions now are starting to play out which significantly expanded their geographic footprints. Also, gross premiums written have started to increase significantly. Dividend yield of 2.75%.

Price:
$44.990
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-02-27 TOP PICK Royal-Caribbean-Cruises
RCL-N
Stan Wong

Second largest cruise ship company. Well positioned to benefit from the recovering global economy, lower fuel costs and positive long-term demographic trends. There are some modest industry capacity increases that are happening as not a lot of ships are being built. They are also making headway into Asia by trying to take advantage of the growth there. Trading pretty decently at 16X forward earnings and a 20% growth rate. Attractively valued. Dividend yield of 1.57%.

Price:
$76.420
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-27 TOP PICK iUnits-S-and-P-TSX-Capped-Energy-ETF
XEG-T
Stan Wong

His exposure to energy has been pretty light. He likes individual names, but for diversification purposes, he likes this ETF. Supply conditions are expected to continue to tighten. They have already fallen quite a bit since November. We are not quite there in terms of stabilization. US oil rig count has fallen to levels not seen since June 2011, and that will continue to happen and will continue to constrain supply. If world demand continues to be relatively steady, prices should stabilize and shares will rebound quite nicely.

Price:
$14.140
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-26 TOP PICK Cisco
CSCO-Q
Jennifer Radman

It is just starting to get going.  When you consider the net cash flow there is a lot of value in the stock.  The company has been very up front about how they are dealing with competitive threats. 

Price:
$29.910
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-02-26 TOP PICK Cognizant-Technology-Solutions-Corp.
CTSH-Q
Jennifer Radman

They help companies be better through technology.  It used to be cost cutting and outsourcing and now it is moving more to how to use technology to differentiate the product.  They are focused on healthcare and financial services.  There is quite a bit of run room in this one.  There was a temporary profit warning and she bought into that.

Price:
$62.790
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-02-26 TOP PICK Cenovus-Energy
CVE-T
Douglas Kee

(A Top Pick May 7/14. Down 29.42%.) Long-term assets and low cost producer of SAGD in Christina Lake and Foster Creek. Have other assets they have delayed putting money into, but will do so longer-term. Balance sheet is in pretty good shape. Just did a $1.5 billion issue. Instituted a DRIP program at a 3% discount. Also, have royalty properties that they could sell. Management has stated that protecting the dividend is very important to them. Yield of 4.89%.

Price:
$21.760
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-02-26 TOP PICK W.-W.-Grainger-Inc
GWW-N
Jennifer Radman

Digitized their large catalogues of manufacturing parts.  They focus on working capital.  It is a very large scale business.  There is some energy overhang so the share price has not done anything in two years. 

Price:
$240.380
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-02-26 TOP PICK Pembina-Pipeline-Corp
PPL-T
Douglas Kee

Believes this is on sale at these levels. There was some concern about the company because of cost of service. Good CapX program with $1.5 billion this year coming on stream. Another $6 billion in the next 3 years. Their cost of service business is about 70% of their cash flow, and with these projects and re-contracting this gets up to about 80% 3 years out. Yield of 4.47%.

Price:
$38.890
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-02-26 TOP PICK Royal-Bank
RY-T
Douglas Kee

Just reported and their strength was on the domestic retail side, a little stronger than what people thought it would be. Margins are actually up a snick, where it was thought they would be down. Capital market was a lot stronger than people were expecting. Good yield of 3.95% which is likely to be increased 3%-4% later in the year.

Price:
$78.070
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-02-25 TOP PICK Aecon-Group-Inc
ARE-T
Michael Sprung

One of the largest Canadian construction companies. Has been hit as a large proportion of their earnings come from energy related areas. However, they are also very big in infrastructure. Trading close to BV. Management over the last couple of years has achieved a significant turnaround in the operating efficiency of the company. A sale of their exposure to the Quito Peru airport, is also a positive to their balance sheet. Yield of 3.05%.

Price:
$11.800
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-02-25 TOP PICK CitiGroup
C-N
Gordon Reid

CEO is doing a good job and concentrating the bank on core efficiencies. They are getting out of a lot of countries and out of risk areas. They go through another stress test in March, and he is quite hopeful they will be allowed to increase their dividend and their buyback. Relatively cheap on a variety of metrics. Trading at about 10X earnings compared to the average bank that is trading at about 13X. Also, trading at about 90% of tangible book value compared to the average bank of 163%. Yield of 0.08%.

Price:
$52.090
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2015-02-25 TOP PICK Facebook
FB-Q
Gordon Reid

Has been looking at this for a long time and what put him over the top was the sheer size of having 1.39 billion in monthly average users. Some of their purchases such as Instagram and Messenger are doing incredibly well. Also, the advertising trends are very exciting. Mobile for example, which grew 100% year-over-year, is leading the way from an advertising standpoint with Facebook. However, when you look at the statistics, 25% of the US adult media time is done on Mobile, yet only 11% of advertising dollars are aimed at Mobile. There is a lot of room to catch up, so that will be in favour for Facebook. He sees another Google coming along.

Price:
$79.560
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2015-02-25 TOP PICK Hudbay-Minerals-Inc.
HBM-T
Michael Sprung

Over the last few years, they have been putting a lot of money into developing Constancia in Peru, a major copper, molybdenum, gold project, which started to come on stream in the last quarter and will ramp up this year into production. As they do, their production profile goes up quite sharply. Cash flow should increase with this. Last quarter was a little bit affected with some unscheduled shutdowns in one of their mines. Yield of 0.19%.

Price:
$10.590
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-02-25 TOP PICK Regal-Beloit
RBC-N
Gordon Reid

Motors, generators, transmissions, drives etc. They recently bought a powered transmission unit from Emerson Electric. This will add $.50 a share in earnings in 2015, and he expects a dollar a share in earnings in 2016. The market really hasn’t caught up with this one and it is a very good buy here. Dividend yield of 1.13%.

Price:
$78.210
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2015-02-25 TOP PICK Royal-Bank
RY-T
Michael Sprung

Just reported earnings and he hadn’t expected them to be as good as they were. Feels they have the dominant franchise of the Canadian banks, whether in capital markets or retail. Has been expanding recently in the US with its acquisition in California. If you are going to hold this for a few years, you are still going to do well even though it is up rather sharply today. Yield of 3.96%.

Price:
$77.800
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-02-24 TOP PICK American-International-Group
AIG-N
Prakash Hariharan

There are some interesting tailwinds that he sees in their balance sheet. He thinks you could see this continuing to grow. Book Value had a recalibration in the last 2 quarters. Growth in Book Value is what you are looking for in companies like this. Yield of 0.91%.

Price:
$55.040
Subject:
GLOBAL EQUITIES & DIVIDEND PAYING STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-24 TOP PICK Aecon-Group-Inc
ARE-T
Prakash Hariharan

Got hit badly on account of its whole Western Canada theme where everything was thrown into the dustbin that had the name energy written on it. This is one of the babies that fell into the bath water. A lot of analysts have been revising their target downwards, but there are a bunch of catalysts in this company. One is a 45% ownership of an airport concession as well as its construction business and its backlog. Yield of 3.14%.

Price:
$11.470
Subject:
GLOBAL EQUITIES & DIVIDEND PAYING STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-24 TOP PICK Google
GOOG-Q
Barry Schwartz

One of the best business plans in the world. Advertising is all about a push business. If you want to advertise, you have to spend lots of money, and hopefully people will see it. On the other hand, if people want to look you up, all they have to do is Google you. This is the greatest advertising business model in the world. They make about 95% margin selling keywords. They are using the cash flow to make bets in other areas, which have huge markets such as networking, cable, Google glass, YouTube, etc. They are really under-reporting their earnings because they are investing so much in CapX and R&D. Their earnings would be a lot higher if they weren’t doing that. There is potential for them to start a dividend as well as share buyback.

Price:
$536.090
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-24 TOP PICK Morguard-Corporation
MRC-T
Barry Schwartz

Has fallen a little recently, and he doesn’t know why because there is enormous value. If you look at all the parts that it has and add it up, it is worth over $200 a share. Thinks the market is missing what is going on with the company. It has recently diversified into investment management, and he thinks there is potential for this to follow the Brookfield Asset Management model, which is to drop-down more assets into the publicly listed REITs and maybe at some point start an investment management publicly traded company and collect the fees as it goes up higher.. Yield of 0.41%.

Price:
$150.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-24 TOP PICK Nestles
NSRGY-OTC
Prakash Hariharan

Chosen on the basis of a peer group comparison. Showed up very well in terms of loading its working capital needs, cost-cutting and a pullback because of the Swiss franc trade on the foreign exchange side. Yield of 3%.

Price:
$0.001
Subject:
GLOBAL EQUITIES & DIVIDEND PAYING STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-24 TOP PICK Precision-Castparts-Corp.
PCP-N
Barry Schwartz

This company makes all the nuts and bolts and complex metal parts that go into aerospace engines and airplanes. They sell to Boeing, Airbus, Rolls-Royce and GE. Backlog is massive. Like a lot of companies, this has some exposure to oil/gas, which hurt their earnings a little bit and the stock has fallen about 30%. He sees, over the next 10-15 years, aircraft demand doubling, mainly due to Asian aircraft travel including cargo and business travel. Great free cash flow. Dividend yield of 0.06% and it is growing.

Price:
$215.130
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-23 TOP PICK AGT-Food--and--Ingredients
AGT-T
Peter Imhof

Macro environment is ideal.  Chick peas and so on as an alternative to red meat.  15 times earnings.  Next quarter should be a record quarter for them.  There has been a lot of consolidation in this industry.  Have done well for 6 quarters.

Price:
$28.100
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2015-02-23 TOP PICK Espial-Group
ESP-T
Peter Imhof

He talked about it 6 months ago.  There was slippage in the signing of a contract from end of last year into the beginning of this year.  Earnings coming out this Thursday and should be good.

Price:
$3.140
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2015-02-23 TOP PICK Pembina-Pipeline-Corp
PPL-T
Peter Brieger

He is still buying it.  The key point is that 30% of mid stream business is commodity price sensitive.  Management is going to reduce that to less than 20% over the next few years.  It is a great dividend stock going forward.

Price:
$39.320
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-23 TOP PICK Toronto-Dominion
TD-T
Peter Brieger

You are going to have a solid 8-10% total return.  The key factor is how well it does in the US.  As the US economy picks up it will have a positive effect on Canada. 

Price:
$53.540
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-23 TOP PICK iShares-S-and-P-TSX-Global-Gold
XGD-T
Peter Brieger

He might have chosen CEF.A-T but you can’t have more than one top pick from a year ago.  He looks for a 10% price increase in gold this year, but they also reduced costs so you could see more appreciation.  Use a basket instead of trying to pick a gold company.

Price:
$11.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-02-23 TOP PICK Yangarra-Resources
YGR-T
Peter Imhof

Has been hit badly, but is a baby being thrown out with the bath water.  Will produce $0.60 in cash flow because they are hedged.  Low debt to equity on the balance sheet.

Price:
$1.400
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2015-02-20 TOP PICK KDDI-Corp
9433 JP
Charles Lannon

Something that he likes in the market right now is Japanese companies starting to get interested in returning cash to shareholders. This one has doubled its dividend in the last 5 years, and he thinks they can do it again in the next 5 years. Like many telcos, there is not a ton of top line growth, but smart phone penetration is way behind North America, so they still have a pretty good ramp in terms of data demand.

Price:
$0.000
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2015-02-20 TOP PICK iShares-Japan-C--Hedge-ETF
CJP-T
Bill Carrigan

Japan peaked out a long time ago. He thinks it is not going to break out and go back to the old top and go above that. They have had the advantage of reengineering their currency downwards, which has been a great benefit to their exporters. He is attracted to countries that can move their currencies, such as the UK, Canada and Japan.

Price:
$14.050
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
No
2015-02-20 TOP PICK Knight-Therapeutics
GUD-T
Bill Carrigan

(A Top Pick Jan 6/15. Up 24.65%.) Healthcare is a dominant theme that investors want to be in. This is a pharmaceutical that is fairly liquid, trading at 100,000 a day, or maybe more. Has broken through new highs in the last couple of days and he thinks it works higher.

Price:
$8.950
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2015-02-20 TOP PICK Svenska-Cellulosa-AB
SCAB-SS
Charles Lannon

Largest private-sector owner of forestry in Western Europe, but also has a strong tissue business and a very strong personal care product business. Doesn’t think they will ever get to the point of Kimberly Brand (KMB-N) strength, but he expects the difference between these 2 will continue to narrow.

Price:
$0.000
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2015-02-20 TOP PICK Whistler-Blackcomb-Holdings
WB-T
Charles Lannon

Chose this as a good dividend name and thinks the dividend yield of about 5% is sustainable. There is not a lot of supplies coming on in terms of new ski mountains. They are in the process of putting through an application to extend their concession, which would really ramp up summer traffic.

Price:
$19.400
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2015-02-20 TOP PICK BMO-MSCI-EAFE-Hedged-TO-CAD
ZDM-T
Bill Carrigan

This is basically a basket of stocks that are sensitive to Europe, Australia and the Far East. These are the markets that he wants to be in. Europe is looking attractive because of the currency. As the global markets top, money is going to flow into other global markets that are lagging, and this is a good way to play it.

Price:
$19.890
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
No
2015-02-19 TOP PICK A-Comment----General-Comments-From-an-Expert
A Commentary
James Dutkiewicz

Sinclair Broadcast (Television) Group Inc (SBGI.O) Bond, 5.625%, August 1, 2024  A local broadcaster in the US. They reach 38% of the population. They are almost like a toll road for the national broadcasters instead of relying on local advertisers. [They charge the national broadcasters instead of local advertisers]

Price:
$0.020
Subject:
FIXED INCOME
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-19 TOP PICK CCL-Industries--B-
CCL.B-T
Don Lato

Label and packaging. (Resin type labels benefit from lower oil prices.) Also, aerosol and aluminum type packaging. 80% of revenues come from offshore. Stock has done extremely well. Trading at about 17-18 times earnings, so it’s not cheap, but very, very well-managed. Well positioned to take advantage of the falling Cdn$. Yield of 0.90%.

Price:
$133.160
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-02-19 TOP PICK Cinemark-Holdings
CNK-N
James Dutkiewicz

Cinemark USA Inc. 4.875%, June 1st, 2023 Bond.  Second largest globally, third largest in the US in its space.  There is expansion into Latin America.  A block buster slate of movies in 2015/16 and they have confectionaries.  They obviously only go into countries when they can be the 2nd or 3rd biggest.

Price:
$42.140
Subject:
FIXED INCOME
Bias:
OPTIMISTIC
Owned:
Yes
2015-02-19 TOP PICK Google
GOOG-Q
Don Lato

Last year this was a sort of underperformer, but the company’s earnings have continued to grow. Trading at about 16X forward earnings. Still lots of growth ahead of it.

Price:
$542.870
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-02-19 TOP PICK NXP-Semiconductors
NXPI-Q
Don Lato

A very well priced semiconductor company. Among its peers it has the 2nd lowest priced earnings multiple on this and next year’s earnings. Also, has the best PEG ratio (Price to earnings growth). Most importantly, they make the chip that makes Apple Pay (AAPL-Q) work. We are only in the early stages of this. Consumers are demanding that the retail stores have Apple Pay.

Price:
$85.670
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2015-02-19 TOP PICK Restaurent-Brands-International
QSR-T
James Dutkiewicz

Restaurant Brands 6%, April 1, 2022.  Tim Horton’s and Burger King.  A lot of debt.  Management did a great job of taking out costs in previous companies so thinks they will do it again.  Berkshire put capital into the preferreds at 9%, but he is lower in the capital structure. 

Price:
$50.980
Subject:
FIXED INCOME
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 60 of 20,652 entries
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