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
2016-09-28 TOP PICK AltiusMinerals-Corp
ALS-T
Rick Rule

Very high quality people. Brian Dalton is one of the best young allocators of capital in Canada. Has built very large money from turning mineral properties to account. He has a very large royalty portfolio in the company. Lots of free cash flow and lots of working capital. Dividend yield of 1.16%.

Price:
$10.330
Subject:
PRECIOUS METALS
Bias:
UNKNOWN
Owned:
Yes
2016-09-28 TOP PICK Aecon-Group-Inc
ARE-T
Hap (Robert) Sneddon FCSI

Expects this to go much, much higher although there is a bit of volatility to deal with in the meantime. Has a $25 target from here. If it gets above $19, a way we go. Dividend yield of 2.56%.

Price:
$18.000
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-09-28 TOP PICK Alterra-Power-Corp.
AXY-T
Rick Rule

Big geothermic producers in Iceland. The company has disappointed investors because it is in the alternative energy space, which takes a very long time. People look at the historic lack of cash generation, not understanding that the company has generated the cash to pay down $200 million in debt over 7 years. Their free cash flow really begins to come next year, and the stock will re-rate. Dividend yield of 0.76%.

Price:
$6.520
Subject:
PRECIOUS METALS
Bias:
UNKNOWN
Owned:
Yes
2016-09-28 TOP PICK Baxter-International-Inc
BAX-N
Hap (Robert) Sneddon FCSI

Very big in kidney medicine. Healthcare is a really good space to be in. One of the few spaces that is in a secular bull market. This company has some pricing power and some really big competitive advantages that are going to be recognized by the market. Dividend yield of 1.1%.

Price:
$47.920
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-09-28 TOP PICK Extendicare-Inc
EXE-T
Hap (Robert) Sneddon FCSI

Seniors housing. They have done some divestitures in the US. Profitability has really gone up, and they are in a really good space; demographics. The breakout queued his interest. He has taken a small position of about a 3rd. A good space to be in.

Price:
$9.290
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-09-28 TOP PICK Ivanhoe-Mines
IVN-T
Rick Rule

Two of the assets, the Kamoa and the Platreef are 2 tier 1 assets, absolutely world scale assets, in copper, platinum and palladium respectively. They are “throw away” assets. The King Leopold mine Kipushi is the highest grade zinc/copper mine in the world. There are risks, but with partners like the governments of China and Japan, it goes a long way to mitigating those risks. He suspects there are going to be weak copper markets for at least 2 years.

Price:
$1.860
Subject:
PRECIOUS METALS
Bias:
UNKNOWN
Owned:
Yes
2016-09-27 TOP PICK Amtrust-Financial-Services
AFSI-Q
Kash Pashootan

This is in the business/casualty insurance space. They also do specialty risk warranties. They have been on a fairly aggressive acquisition spree. They have been buying smaller insurers, cutting costs and using their scale to expand. That acquisition spree is done, and they are now starting to digest. He expects the acquisitions to become accretive by 2017. Trading at around 9X PE. Dividend yield of 2.59%.

Price:
$26.140
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Yes
2016-09-27 TOP PICK AGT-Food--and--Ingredients
AGT-T
Michael Decter

Pulse crops such as lentils, field peas. A very determined Saskatchewan native with family in Turkey, has built this company from scratch. They have an enormous plant in Minot, North Dakota. The first piece of good news is a huge crop, which will lower prices a little, but increase volumes. This will allow him to pull some working capital out. Secondly, he is getting into the ingredient business, so he is going to grind up the crops. He has a line up of big food makers. It is a better base than corn starch to make healthier foods.

Price:
$37.150
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-27 TOP PICK Clearwater-Seafoods-Inc.-
CLR-T
Michael Decter

This is a brilliant company. They have ordered a new $40 million clam boat. More than anything, this is a play on Asia needing protein. This company holds almost all of the licenses to extract. Dividend yield of 1.44%.

Price:
$13.850
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-27 TOP PICK Cisco
CSCO-Q
Kash Pashootan

You are not buying this because it is cheap. There are so many companies transitioning from old archaic businesses to the Cloud business and this is doing that as well. The difference is that Cisco’s network switching business is still making them money. Any growth that you see on the Cloud business that Cisco creates, is above and beyond the growth that is already there with their meat and potatoes business. Dividend yield of 3.32%.

Price:
$31.480
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Yes
2016-09-27 TOP PICK First-American-Corp.
FAF-N
Kash Pashootan

A conservative way to play the housing market. Their primary focus is title insurance. He likes the housing market in the US, with the US consumer having low debt to income than in Canada. Dividend yield of 3.42%.

Price:
$39.960
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Yes
2016-09-27 TOP PICK Mettrum-Health-Corp
MT-X
Michael Decter

One of the marijuana stocks, and likes it because its larger brother Canopy (CGC-T) gets all the air time, and in his view this is a lot better value. They have a huge number of patients and are doing a good job of building the company. The real play is going to be next year when the government opens up the recreational market.

Price:
$3.150
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-26 TOP PICK Lincoln-National-Corp.
LNC-N
Liz Miller

She thinks there is interest in the life and integrated area.  In the US there is the department of labour (DOL) ruling and this stock is immune to this ruling.  They are well capitalized.  It came down with the industry.  There is interesting upside going forward.

Price:
$45.520
Subject:
US EQUITIES
Bias:
BULLISH on US MARKET
Owned:
Yes
2016-09-26 TOP PICK Phillips-66
PSX-N
Liz Miller

They are the biggest independent refiner.  They are doing some internal restricting to get down to only 30 percent refining.  It’s a good opportunity to buy for the longer term.

Price:
$79.090
Subject:
US EQUITIES
Bias:
BULLISH on US MARKET
Owned:
Yes
2016-09-26 TOP PICK Starbucks
SBUX-Q
Liz Miller

It has slowly faded lower since its peak earlier in the year.  Long term she loves this stock.  They have a reliable store front.  They are rolling it out globally. 

Price:
$54.040
Subject:
US EQUITIES
Bias:
BULLISH on US MARKET
Owned:
Yes
2016-09-26 TOP PICK Vanguard-MSCI-Emerg.-Mkt.-ETF
VEE-T
John DeGoey

Feels people should be invested a) outside of Canada (emerging markets) and b) broad diversification with low costs.

Price:
$29.610
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-09-26 TOP PICK iShares-CNX-Nifty-India
XID-T
John DeGoey

Although he believes in “emerging markets” as a broad play, for those people who want an individual country, he would recommend India. This is a part of the world that is growing at a really, really breakneck pace, compared to what we are used to in the West.

Price:
$30.440
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-09-26 TOP PICK BMO-Emerging-Mkts-Bond-Hedged-CAD
ZEF-T
John DeGoey

If you believe that you want to have bonds, or need to have them, emerging markets will give you a bit of a yield that will give you more jazz than what you would otherwise have.

Price:
$17.430
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-09-23 TOP PICK Aecon-Group-Inc
ARE-T
Greg Newman

A beneficiary of very rich infrastructure spending at all government levels. Very strong backlog in their energy segment, where a lot of people are staying away because it is a big component of their business. They have nuclear opportunities such as the Darlington win last year. There are a lot of additional opportunities from Candu sites. Has a decent dividend with a very low payout ratio. He models 22% cash flow per share growth each and every year for the next couple of years. This is cheap, relative to its 5-year average. Dividend yield of 2.56%.

Price:
$17.980
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-09-23 TOP PICK Killam-Properties-Inc
KMP.UN-T
Greg Newman

This has an in-line valuation relative to their peers, yet it is growing at around 8% FFO over the next couple of years. A good growth at a reasonable price. Dividend yield of 4.89%.

Price:
$12.250
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-09-23 TOP PICK Medtronic-Inc
MDT-N
John Stephenson

In general he has been cautious on Biotechs, but this is a medical devices company. It is very, very solid. In the next 5 years it should be growing revenues at mid-single digits. Earnings at low double digits. Dividend yield of 1.96%.

Price:
$87.710
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2016-09-23 TOP PICK Quebecor-Inc--B-
QBR.B-T
Greg Newman

They have about 25% wireless growth due to their Spectrum advantages over the incumbents in Québec. That drives the 20% EPS over the next couple of years. The stock is trading cheaper than its five-year average by a wide margin. There is also $500 million of Spectrum licenses that they can monetize on. Dividend yield of 0.45%.

Price:
$39.730
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-09-23 TOP PICK Shake-Shack-Inc
SHAK-N
John Stephenson

*Short* This is a specialty burger restaurant. Danny Myers is the entrepreneur behind it. He has some wonderful restaurants, in New York in particular, but this is his high end burger joint, and it is trading at a ridiculous multiple. The price of eating out has gone up and up, and consumers’ incomes are not going up at the same level.

Price:
$34.950
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2016-09-23 TOP PICK Vodafone-Group-PLC
VOD-Q
John Stephenson

A telecommunications company, essentially in the mobile space. It is basically in the UK, but only 10% of its earnings come from the UK. This is a cash return story. We are in “a lower for longer” environment. This is throwing off close to a 7% yield. As long as it stays flat, you’ve got a pretty good return in an otherwise lacklustre market.

Price:
$29.150
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2016-09-22 TOP PICK D-Box-Technologies
DBO-T
Stephen Takacsy, B. Eng, MBA

The management has been delivering.  It is seats in theatres that move.  No dividend.  They will be supplying 143 systems in China.  They are opening a motion code studio in China.

Price:
$0.680
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-09-22 TOP PICK First-United
FUNC-Q
Benj Gallander

A bank out of Oakland Maryland. It has a pretty good balance sheet. This bank didn’t dilute at all during the recession. Thinks they will start paying a dividend after 2017, and the stock should start to move up.

Price:
$10.400
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-09-22 TOP PICK Innodata-Isogen-Inc.
INOD-Q
Benj Gallander

They do digitalization and deal with technology solutions. Bought this at $2.21 and has a target of over $7. Very nominal debt. Insiders own quite a bit. They are moving into new fields, and he is not sure how successful that will be. Feels management has a pretty good idea of what they are doing.

Price:
$2.230
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-09-22 TOP PICK Logistec-Corp
LGT.B-T
Stephen Takacsy, B. Eng, MBA

Pure infrastructure in ports and environmental services.  They repair water pipes.  Sales are growing at double digit rates.  It has gone up 8 fold in the last 10 years.  It came down last year.  It is a great time to accumulate it.  A very well managed company.

Price:
$34.530
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-09-22 TOP PICK United-Security-Bancshares-Inc
USBI-Q
Benj Gallander

A small bank located in Alabama with about 20 retail outlets. Great bottom-line and a dividend yield of 0.82%. Clean balance sheet. 6 million shares outstanding, and they didn’t dilute at all during the recession. He can see it doing better than a double from here.

Price:
$9.180
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-09-22 TOP PICK Velan-Inc
VLN-T
Stephen Takacsy, B. Eng, MBA

A classic value play, trading below book value.  World leaders in nuclear valves.  The backlog is growing again.  They buy back their stock regularly below book value.  They may sell the company some day.  Margins should grow significantly in the next few years.

Price:
$16.400
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-09-21 TOP PICK Brookfield-Infrastucture-Partners
BIP.UN-T
Nick Majendie

This fits in with his infrastructure theme. If you want to buy a global infrastructure company, this is the “go to” name. His dividend growth target is 7%-9% a year. FFO growth and cash flow growth of 12%-15% a year for the next few years.

Price:
$43.920
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-21 TOP PICK Enbridge
ENB-T
Nick Majendie

He really likes the Spectra acquisition. The only potential negative is the earnings multiple which is in the almost mid-20s now, so there are some interest rate risks. If you Buy it and tuck it away, you see the dividend grow to the point where it will double in 7-8 years. There is a strong emphasis on renewables, they are the 2nd largest wind producer in Canada. Have done a large joint venture with a French organization.

Price:
$57.910
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-21 TOP PICK goeasy
GSY-T
Bruce Campbell (2)

Financials with a leasing division which leases furniture from their own stores, but also has relationships with 3rd parties. Also, has a financial side of their business for unsecured consumer loans for $1500 to $15,000, which is the area that has really been growing. They are on a nice growth trajectory and have really dialled in their credit provisions and how they are going to manage that. This is trading super cheap. Expects they could earn $3 next year, and the stock is trading at less than 10X earnings. Dividend yield of 2.13%.

Price:
$23.820
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-09-21 TOP PICK Methanex-Corp
MX-T
Nick Majendie

Thinks that this and methanol prices have bottomed out. The largest methanol producer globally. Good volume growth. Methanol prices have just increased a bit in North America. He is expecting good dividend growth and continued buybacks. The upside is decently significant.

Price:
$39.690
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-21 TOP PICK Spin-Master-Corp
TOY-T
Bruce Campbell (2)

Toy producer. It continues to be super innovative. Has huge brand power. Have a number of relationships with different companies such as Star Wars games, Barbie games, etc. This has been growing phenomenally, both organically and by acquisition. Not super cheap, but growing at a phenomenal rate. Insiders own so much of the stock, the float is not very big, so it does tend to be a little volatile. If you can pick a day or week when it is selling down, you get a chance to get into the premier toy company out of Canada. At some point, the stock is probably going to get taken out.

Price:
$30.200
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-09-21 TOP PICK Sleep-Country-Canada-Holdings
ZZZ-T
Bruce Campbell (2)

The Dollarama for the next 5 years in that they are growing their store numbers. Their penetration for population base is not where they want it to be, but want to bring it down so that there are more stores per 100,000 people than there are right now. They continue to grow their sales. Have had 12 consecutive same-store sales growth. The last quarter was double digits, which is really unheard of. They are focusing on their sales process and on accessories. Accessories are higher margin than just the street mattresses. The stock is not cheap, so if you can get it when it pulls back, that would be a great time. Dividend yield of 1.75%.

Price:
$30.990
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-09-20 TOP PICK Deutsche-X-trackers-Harvest-CSI-300-China-A-Shares
ASHR-N
Tyler Mordy

Feels the China story is so important. The market is getting it wrong. Chinese stocks have so many positive benefits in the long term.

Price:
$24.650
Subject:
ETF's
Bias:
BULLISH
Owned:
Yes
2016-09-20 TOP PICK Boardwalk-REIT
BEI.UN-T
Andy Nasr

Trades at a huge discount to replacement value, which he pegs at around $65. Apartments are a defensive asset class and this is a good example. If you are worried about house prices declining in Western Canada, people are going to rent instead of buy. You should see occupancy go up in low income Housing, which is where this company really benefits. 80% of the Net Operating Income comes from Alberta and Saskatchewan, which is why it trades at a sizable discount. Exceptional management team which owns 25% of the company. Dividend yield of 4.5%.

Price:
$49.950
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-09-20 TOP PICK PowerShares-Senior-Loan-Portfolio
BKLN-N
Tyler Mordy

Senior bank loans. They effectively differ from high-yield bonds in that 1) they are higher up in the capital structure and 2) they have a floating rate structure. If you are worried about rising interest rates, this is a way to go. A good comparison would be “junk bonds”. He has liked high-yield bonds for a while and has sold them. He is now moving into this ETF.

Price:
$23.130
Subject:
ETF's
Bias:
BULLISH
Owned:
Yes
2016-09-20 TOP PICK Cigna-Corp.
CI-N
Andy Nasr

A US health insurer provider, one of the largest. There is a pending deal. Aetna (AET-N) (?) wants to buy the company, and it is unlikely that deal gets approved. If the deal doesn’t get approved, the break fee is about $1.5 billion. On top of that, when you look at the cash they can deploy, they are going to have about $10 billion to play with. They can buy back a ton of stock if the deal does not go through. If it does go through, you still get 30% upside. Dividend yield of .03%.

Price:
$131.990
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-09-20 TOP PICK iShares-MSCI-India-ETF-
INDA-US
Tyler Mordy

India is a story that is a little more popular. Everybody can recite the positives such as young demographics, the government led by Modi or the monetary policies. The real thing you want to see in emerging markets is the “triple merit scenario”; falling interest rates, rising currencies and a rising stock market. The way to do that is to get inflation down, and inflation has been a huge problem in emerging markets for a while. India has stuck to the program.

Price:
$0.000
Subject:
ETF's
Bias:
BULLISH
Owned:
Yes
2016-09-20 TOP PICK Nestles
NSRGY-OTC
Andy Nasr

He has shied away from the US consumer staple sector, however he does find good consumer staple opportunities in Europe, and this is an example of a fantastic company. You are getting a mid-single digit free cash flow yield. It is also a company that has optionality. A new CEO is coming in January, and the focus is going to be on cost control and margin improvement. Dividend yield of 2.9%.

Price:
$0.001
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-09-19 TOP PICK Keyance
6861-JP
David Fingold

Manufactures sensors and machine vision systems. Automation is necessary to move to where we are trying to go in in terms of manufacturing quality. A very entrepreneurial company. All their products create tremendous cost savings for their clients. Dividend yield of 0.21%.

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-19 TOP PICK Facebook
FB-Q
Teal Linde

The growth rate is attractive.  35% revenue growth, 26 times earnings.  Typically the PE is higher than the growth rate. 

Price:
$128.650
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-09-19 TOP PICK Inficon
IFCN-SW
David Fingold

Manufactures vacuum metrology equipment. This is gas chromatography and mass spectrometers used for analytical purposes. Their largest single market is semiconductor equipment. They are also the biggest producer globally of leak detection for manufacturing refrigeration equipment, and air conditioners. They also have a business that does real time environmental monitoring. Dividend yield of 3.41%.

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-19 TOP PICK New-Home-Company-Inc.
NWHM-N
Teal Linde

A home builder.  They build $2-4 Million homes.  Newport Beach, California, homes on the coast.  Experienced management.  Their reputation gives them greater success at buying from landowners to develop.

Price:
$0.000
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-09-19 TOP PICK Painted-Pony-Petroleum
PPY-T
Teal Linde

He is bullish on Nat Gas.  Management is proven.  4th largest reserve of all publically traded companies.  You had the first draw down in Nat Gas since 2006 last month.  You just need a normal winter.

Price:
$7.740
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-09-19 TOP PICK Strauss-Group
STRS-IT
David Fingold

An Israeli company in the food business. One of their largest business segments is fresh salads and dip. They are the globe leader in those products. Also, they are the largest coffee brand in Brazil, and one of the largest in Eastern Europe. Those businesses have been growing well organically, and feels that the currency translation affects are behind them. They are also the leader in snack foods and dairy in Israel. Last quarter Israel grew at 4%. It is one of the fastest-growing developed economies in the world. There is tremendous immigration, and they are coming with money and skills.

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-16 TOP PICK AGT-Food--and--Ingredients
AGT-T
William Chin

A global player in pulses, a vegetarian protein which is very big these days, a healthy eating trend. They also have a big market in India and Turkey, which are seeing a decline in production of lentils and chickpeas. The profit margin and revenue is rising. They have a good order backlog. A fantastic stock.

Price:
$36.230
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-09-16 TOP PICK Bonterra-Energy-Corp
BNE-T
Swanzy Quarshie

Has a nice 4.9% dividend that is sustainable. They have done really well with costs. The story has free cash flow on current oil prices, which is going to help them pay off debt, which has been a little too high. Free cash flow yield for this year and next is much higher than it was in 2014 when oil prices averaged $94. This has a great history of ROC.

Price:
$24.510
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Yes
2016-09-16 TOP PICK Freehold-Royalties
FRU-T
Swanzy Quarshie

Royalties are very sustainable businesses, and is essentially the model that she looks for in free cash flow growth. One of the most sustainable businesses out there today, and believes it will be one of the first to increase its dividend when oil prices start to turn. They have a very, very clean balance sheet. Compared to other royalty comps, they are much cheaper. The spread between this company and Prairie Sky (PSK-T) is as wide as it has ever been. Dividend yield of 4.38%.

Price:
$10.970
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Yes
2016-09-16 TOP PICK Imvescor-Restaurant-Group
IRG-T
William Chin

Operates a whole bunch of restaurant franchises, including Baton Rouge and Pizza Delight. They have about 220 restaurants throughout Ontario, Québec and Atlantic Canada. In 2014 they got a new CEO, who encouraged the franchisees to revamp their restaurants, put out new menus and new items on the menus. Traffic has been recovering very, very well. This is in the early innings of getting franchises. Good revenue growth and is a very cheap valuation in the restaurant sphere.

Price:
$3.110
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-09-16 TOP PICK Seven-Generations-Energy-Ltd
VII-T
Swanzy Quarshie

Still sees more upside in this story. It is a cheaper way to play gas, because at $50 oil essentially their gas “break even” is zero. For them, gas really is a by-product. As well, their gas is piped to Chicago, which makes her a little more comfortable than the gas that is in Western Canada. They bought Paramount’s assets. The company has an excellent track record of execution and there is more upside in terms of more upside in the drilling they are going to have on the Paramount lands. It gives them a lot of running room for future growth. A well priced story.

Price:
$30.620
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Yes
2016-09-16 TOP PICK Sleep-Country-Canada-Holdings
ZZZ-T
William Chin

This sounds gimmicky, but they are doing very well. 80% of their sales are mattresses, but they are now getting into duvets, covers and pillowcases, etc. Valuation is a little high, but profits and revenues are both growing at very healthy rates. Their competition is Sears Canada and Bay Canada, where you can go in and have a nap before anybody comes to help you.

Price:
$30.990
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-09-15 TOP PICK Apple
AAPL-Q
Paul Harris, CFA

To him, this has sort of gone ex-growth, not growing as quickly. IPhone 7 is not substantially different, but was incrementally different. He likes the stock because it is cheap. They have lots of cash and can put it to work with a higher dividend. Their services business is growing quite rapidly, so he can see better numbers on that side. Dividend yield of 1.97%.

Price:
$115.570
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-15 TOP PICK Cascades-Inc
CAS-T
Daniel Lloyd

It is a large free cash flow story.  It is at an inflection point.  There is still a lot of upside on this one.  We just saw a big increase in container board pricing in North America.  He thinks they will use their free cash flow to pay down debt.  He thinks at some point it could be taken over.

Price:
$11.880
Subject:
CANADIAN
Bias:
BEARISH on BONDS
Owned:
Yes
2016-09-15 TOP PICK CI-Financial-Corp
CIX-T
Daniel Lloyd

*Short* The new disclosure requirements about fees will crimp sales especially at companies where sales are weak like this one.  It is still a very expensive stock.

Price:
$25.010
Subject:
CANADIAN
Bias:
BEARISH on BONDS
Owned:
Yes
2016-09-15 TOP PICK Kraft-Heinz-Company--merged-
KHC-Q
Paul Harris, CFA

He really likes the story. This is a combination of Kraft and Heinz. They are a big cost cutter. Kraft was primarily a domestic company and Heinz was much more of a global distribution business, and they think they can take a lot of Heinz products and move through the global distribution so you can see some more top line growth. Thinks they will do another acquisition once they have digested this. Dividend yield of 2.69%.

Price:
$89.170
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-15 TOP PICK Nike-Inc
NKE-N
Paul Harris, CFA

They design shoes and sell athletic wear. The stock has moved sideways over the last little while. Trading at 25X earnings. Thinks it has had a rough ride over the last little while and should trade higher. It has a lot of opportunity on the e-commerce side. He is also looking at more growth in Asia and the emerging markets. Dividend yield of 1.15%.

Price:
$55.470
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-15 TOP PICK Transalta-Corp
TA-T
Daniel Lloyd

*Long* (Pairs trade with a short on TRP-T).  TA-T he was buying as long as a couple of days ago and TRP-T shorting the week before.  The ownership of TA renewable in TA-T is worth $7.70 of the share price.  At this point the rest of TA-T has a negative value.  TRP-T is incredibly expensive.  They have excessive debt.  They are about to cut the toll of their gas pipeline by 40% which is a major part of their revenue.

Price:
$6.010
Subject:
CANADIAN
Bias:
BEARISH on BONDS
Owned:
Yes
Showing 1 to 60 of 22,962 entries
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