stockchase picture

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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-04-24 TOP PICK HAP-Floating-Rate-Bond-ETF
HFR-T
Jon Vialoux

This is essentially his cash hoard during the summer. When he takes off his equity positions, he goes into this, which is basically a steady Eddie gainer. It gains quite consistently. It’s a portfolio of debt securities and hedges of the interest rates through using Swaps. If we do get a rate rise this summer, you could potentially benefit from this.

Price:
$10.160
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2015-04-24 TOP PICK BMO-Low-Volatility-Cdn-Eqty-ETF
ZLB-T
Jon Vialoux

A lot of people don’t want to sell their securities in May and just go to cash. The summer is characterized by increasing volatility, so you want to go into low volatility securities. This one is made up of Canadian securities with a lower beta than the market. If the market rolls over and crashes, you are still going to get losses, but hopefully it will be less than the market.

Price:
$27.380
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2015-04-24 TOP PICK BMO-EqWt-US-HthCare-Hedged-CAD
ZUH-T
Jon Vialoux

Healthcare tends to do quite well during the summer. The healthcare sector on average gains about 4.6% between the start of May to about the end of October. That outperforms the S&P 500 by about 4.3%. This is a way for Canadian investors to play US healthcare stocks.

Price:
$43.645
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2015-04-23 TOP PICK Ag-Growth-International-Inc
AFN-T
Greg Newman

He sees 26% earnings growth over the next couple of years. They are on the cusp of acquiring Vicwest’s Westeel division, which he thinks is going to double their Canadian sales. Expecting 20% growth on their US sales and he is projecting 37% increase in their international sales. 75% payout ratio. 52% of their earnings are coming from the US. Dividend yield of 4.59%.

Price:
$52.240
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-04-23 TOP PICK Google
GOOGL-Q
John Zechner

(Top Pick Jun 2/14, Down 1.91%) The bears think growth is slowing, but Google owns a huge asset in their data.  There is no reason not to continue to own it.  Earnings are coming out tonight.  They own the search market.  No one attributes any value to the Android operating system, but it runs 60% of the smart phones in the world.  Wait until you see the earnings before going in.

Price:
$557.460
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Yes
2015-04-23 TOP PICK InnVest-Reit
INN.UN-T
Greg Newman

Thinks they can grow their earnings by almost 25% for the next few years. This comes from a combination of improving revenue per unit growth. Demand growth for rooms is outpacing supply, so he sees higher occupancy. With the Cdn$ where it is, Canadians are more likely to stay in Canada and Americans are more likely to come to Canada. This name benefits from lower oil prices. This trades at 11X, versus the hotel REITs which are closer to 13X. Dividend yield of 6.97%.

Price:
$5.730
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-04-23 TOP PICK Martinrea
MRE-T
John Zechner

The litigation is out of the way.  The stock is now cheap.  They are positioned very well.  There is 15% earnings growth.  They have big European sales and there is an increase in the use of aluminum in cars and MRE-T is best positioned for this demand.

Price:
$12.430
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Yes
2015-04-23 TOP PICK Power-Financial-Corp
PWF-T
Greg Newman

This is a “steady Eddie”, a lower risk name. He sees 8.5X earnings per share growth compounded over the next couple of years. Dividend yield of 3.97% with a 6.2% annual growth. Trading below its five-year average at 11.5 versus 12.5. Very conservative payout ratio.

Price:
$37.540
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-04-23 TOP PICK TorstarCorp--B-
TS.B-T
John Zechner

They are sitting on a lot of cash.  Over half of their market capitalization is cash.  7.78% dividend yield.  You get a great yield while you wait.

Price:
$6.890
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Yes
2015-04-22 TOP PICK Allegiant-Travel-Comany
ALGT-Q
Jerome Hass

Long (and Short Westjet.) This company has a terrible fleet. In comparison Westjet has a better product, is a better company and has a better fleet. However, when jet fuel prices go down, you want the least efficient fleet possible. The bulk of their fleet is McDonnell Douglas 80s, which eat up a lot of fuel. When fuel prices go down, they are a huge beneficiary. Just reported a 100% increase in their EPS.

Price:
$167.850
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2015-04-22 TOP PICK Calloway-REIT
CWT.UN-T
Derek Warren

Just struck a big deal with Smart Centres, which will be renamed as Smart REITs. Wal-Mart (WMT-N) is a core tenant which provides stability. He likes the opportunity that this company now has to continue to develop on their properties. Dividend yield of 5.38%.

Price:
$29.910
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2015-04-22 TOP PICK DirectCash-Payments-Inc
DCI-T
Jerome Hass

Largest ATM provider in Canada, Australia and number 3 in the UK. He likes the 8.5% yield. Pretty cheap at 7X EBITDA. Very predictable cash flows. Not very well covered in the industry.

Price:
$16.950
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2015-04-22 TOP PICK American-Hotel-Income-Properties
HOT.UN-T
Derek Warren

US limited service hotels. This is his income selection. He currently holds a half position and waiting for a few more quarters to get full confidence, but it is so attractive from a valuation standpoint. There is such a boom in US hotels and this one hasn’t received that benefit. Dividend yield of 8.43%.

Price:
$19.070
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2015-04-22 TOP PICK Canadian-Real-Estate-Investment
REF.UN-T
Derek Warren

A Value pick. This always trades at a premium. Has a very good balance sheet, excellent management, a diversified strategy and a very disciplined strategy. That disciplined strategy included investing in office buildings in Calgary. The oil situation has caused the stock to pull off. Very rarely do you get a chance to buy this REIT at a lower level. Dividend yield of 3.8%.

Price:
$46.250
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2015-04-22 TOP PICK NXT-Energy-Solutions
SFD-X
Jerome Hass

There are not too many oil/gas related companies that are trading at 5 year highs. Their business is helping companies explore for oil and gas, and a lot of their prime customers are the national oil companies, which tend to be revenue maximizing rather than profit maximizing. When crude prices halve, ironically they want to produce more in order to get the revenues to their client, which is the government. Just announced a very large deal, $13 million US, and are going to have 80% margins on that. They expect to start flying in this quarter and will probably finish the flying by the end of the 3rd quarter, so all that revenue will be reflected in there. Also have a full library of data that they are just starting to monetize, which they are going to inject into vertical oil/gas companies. With no capital on their own, they’re going to have a big stake in these companies. They’ll get a royalty stream from them as well as future business.

Price:
$2.000
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2015-04-22 TOP PICK Westjet-Airlines
WJA-T
Jerome Hass

Short (and Long Allegiant Travel Company.) This airline, Air Canada (AC-T) and all airlines globally benefited from the huge drop in crude oil and jet fuel prices. A lot of the customer base for this airline is in Western Canada, so they are going to be impacted. Also, for the weaker Cdn$ it is going to be more expensive to travel abroad.

Price:
$27.350
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2015-04-21 TOP PICK Apple
AAPL-Q
David Burrows

Believes the biggest theme in this market is consumer globally. This is probably the greatest consumer product company on the planet. Very inexpensive trading at 13/14 X earnings. IPhone 6 sales, in the most recent quarter, had only about 15% going to current iPhone users, meaning they are taking market share from everyone. Their service business is 10% of revenues now. Dividend yield of 1.48%.

Price:
$126.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-21 TOP PICK Brookfield-Infrastructure-LP
BIP-N
John O'Connell, CFA

Looking for defensive plays right now because he has a fairly cautious attitude towards potential volatility in the market. They just did a financing and raised about $1 billion. They are making infrastructure investments in energy related type investments globally. With a strong US$, this is giving them the opportunity to invest in assets in Latin America and Australia and build a broadly diversified portfolio. Dividend yield of 4.72%.

Price:
$44.690
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-04-21 TOP PICK DH-Corporation
DH-T
David Burrows

The key secular theme in this market is financial technologies. Banks did not spend money for a few years as they needed to. They are behind the curve. This company took an old cheque printing business and, through acquisitions, has converted itself into a financial technologies company. Have done it very effectively, cross-border with Canada and the US. The most recent acquisition is in payment systems, and they have 8 of the 10 listed global banks as customers. Yield of 3.05%.

Price:
$42.490
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-21 TOP PICK iShares-Nasdaq-BioTech-ETF
IBB-Q
David Burrows

One of his core themes for the last couple of years has been biotech. There are all kinds of new products coming down the pipe, with companies that are not terribly expensive. This is a way to get broad exposure to the sector without taking the binary risk that comes in some of the earlier stage companies.

Price:
$364.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2015-04-21 TOP PICK Kelt-Exploration
KEL-T
John O'Connell, CFA

Growing very, very rapidly. Has a highly respected management team. Sold their last business to Exxon and made a ton of money. Have been accumulating more land. Just shy of 20,000 barrels a day in production. Have all the resources they need to grow their production substantially and have the cash flow to do it. There are going to be LNG facilities in North America, and that is going to change the liquids rich gas business in Canada substantially. Because of this, someone is going to want to own a large, large resource-based company, and this is one of them.

Price:
$8.750
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-04-21 TOP PICK McDonalds
MCD-N
John O'Connell, CFA

Gives a huge dividend of about 3.6%. Have grown their dividend at about 10% a year for the last 10 years. Going through some struggles right now. He has seen this happen before. A very powerful franchise and is struggling with competitive pressure, currency pressures and menu pressures. Very, very strong balance sheet.

Price:
$94.870
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-04-20 TOP PICK Apple
AAPL-Q
Barry Schwartz

Good companies that have high ROE’s and generate lots of free cash flow with great branded products are going to grow. Thinks they are going to earn $8.40 this year and well over $9 next year. Add in the cash balance and trading at 10 or 11 times earnings, it may be the best company in the world. Dividend yield of 1.47%.

Price:
$127.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
Yes
2015-04-20 TOP PICK CASH
CASH
Keith Richards

(A Top Pick March 11/15.) He is holding 32% in cash. He is trying to leg a little bit out of the US stocks, because he thinks the Cdn$ might rally $.02-$.04, but is actually bearish longer-term on the Cdn$.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2015-04-20 TOP PICK Chemtrade-Logisitics-Inc.
CHE.UN-T
Keith Richards

Stock tends to trade between $19 and $22. It is at the top of its trading range, but thinks there is going to be more money rotating into it over the summer. Good dividend of around 5%. Low volatility.

Price:
$22.030
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2015-04-20 TOP PICK Intertape-Polymer-Group
ITP-T
Barry Schwartz

Manufactures tape. This is for the e-commerce revolution that is going on globally. They sell a lot of stuff to Amazon. First-quarter earnings are not going to be so hot because of people delaying orders looking to get tapes at cheaper prices. Their biggest input is oil (resin) where prices have plummeted. Increased its dividend by 50% giving it a yield of 3.56%. Balance sheet has improved and cash flow is gushing. He is buying all he can buy below $18.

Price:
$17.190
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
Yes
2015-04-20 TOP PICK TSX-Group
X-T
Barry Schwartz

The 1st quarter has not been great in terms of trading, but this is not just a trading company. There are listing fees, advisory fees, and technology fees. Listing fees have been huge recently because there have been a lot of preferred shares and secondary offerings for oil and gas companies that need the money. He is hopeful that there will be more IPOs. Trading at around 12 or 13 times next year’s earnings. Dividend yield of 3.04%, which is the highest dividend yield relative to its US peers.

Price:
$53.080
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on ENERGY
Owned:
Yes
2015-04-20 TOP PICK SPDR-Consumer-Staples-ETF
XLP-N
Keith Richards

He is trying to hold lower beta stocks which is a great sector to move into, because it can be a lot more stable. Sometimes these lower beta stocks will actually thrive in a somewhat bearish environment. This one has been trending sideways. You are going to see a rotation where the staples start to move up over the next couple of months and discretionaries are going to start to slow down a bit. (See Past Picks.)

Price:
$49.230
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
No
2015-04-17 TOP PICK CCL-Industries--B-
CCL.B-T
Norman Levine

A Canadian based multinational consumer company. Their products are packaging. A world leader in labels, especially pressure sensitive ones. Also, make aluminum cans and plastic laminate tubes that are going into cosmetics, etc. A couple of years ago they made a transformative acquisition from Avery. They bought their label business as well as their digital printing business. That has been a huge win for them. Dividend yield of 1%.

Price:
$146.930
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-04-17 TOP PICK General-Electric
GE-N
Norman Levine

Have proposed selling GE Capital, which is a transformative thing for them. They are going to largely get out of financial services and become a purely industrial company. Have said they will be doing a huge share buyback. Believes they are going to increase the dividends again on a regular basis. Also, make transformative acquisitions in the industrial space. Thinks that all of this will lead to a much higher stock price.

Price:
$27.250
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-04-17 TOP PICK Power-Financial-Corp
PWF-T
Norman Levine

This is a company that has historically increased its dividends regularly, twice a year. The largest shareholder in Great West Lifeco (GWO-T), London Life, Canada Life and Putnam Investments. Also, the largest shareholder in IGM Group (IGM-T), Investors Group, etc. After the financial crisis they did not raise their dividend until March of this year. Thinks it is going to start again to be a regular thing, so your yield is going to continue to go up.

Price:
$37.340
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-04-16 TOP PICK Amgen-Inc.
AMGN-Q
Paul Harris, CFA

Trading at about 16X earnings. Have great drugs in the kidney area and in cancer. Also, thinks there is a cholesterol drug coming out. Management is really interested in increasing margins, cutting costs, increasing dividends and paying back money to shareholders. Dividend yield of 1.89%.

Price:
$166.870
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2015-04-16 TOP PICK EnerCare-Inc
ECI-T
Kash Pashootan

This IPO’d in 2002 under Consumer Water Heater. A lot has changed since then. One third of their business is sub metering for condos and apartments and two thirds of home services, air-conditioning, water heaters and furnaces. This business is a high percentage of recurring revenues. Very cash flow heavy, which is great for dividend investors. Dividend yield of 5.56% and they are able to sustain this with only 40% of their free cash flow. He is expecting some dividend increases from them. Only 22% of their overall contracts are in the billing stage, so cash flows are going to grow.

Price:
$15.060
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
BEARISH
Owned:
Yes
2015-04-16 TOP PICK Element-Financial
EFN-T
Paul Harris, CFA

Management understands this business very clearly. There is a good opportunity for them to grow. Just made an acquisition in the US, which will help them grow in the US a lot more. Because of what happened in the financial services industry in 2008, there are a lot of gaps in the leasing side of the business, and he thinks there is a great opportunity for them to come in and scoop up a lot of business and grow. A great growth story over the next several years in the US, and a little bit in Canada.

Price:
$17.820
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2015-04-16 TOP PICK Emera-Inc
EMA-T
Kash Pashootan

An electricity utility name. Focused in Atlantic Canada, and more recently have gone into the US as well. Along with other utilities, what he likes is the stable income stream and the reoccurring revenues. The risk for these types of names is that they are interest rate sensitive, but the risk of rates going up in Canada is very low right now. 31% of the revenues come from the US, and because they are paid in US$’s they are getting a boost from foreign exchange. Yield of 3.89%.

Price:
$41.410
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
BEARISH
Owned:
Yes
2015-04-16 TOP PICK Magna-Int-l.--A-
MG-T
Kash Pashootan

When he looks at this and its valuations, it makes a lot of sense. He is positive on the auto sector, and this is a great way to participate without taking company specific risk. A wildcard for them at this point is what is going to happen in Europe. 40% of their revenues come from Europe. With commodity prices coming down, their revenues have grown. Dividend yield of 1.68%.

Price:
$66.520
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
BEARISH
Owned:
Yes
2015-04-16 TOP PICK Phoenix-Energy-Services
PHX-T
Paul Harris, CFA

A horizontal drilling company. Have some great technology for the drilling side, which is really their key business. Trades at 18X earnings and pays a yield of 5.35%. Their technology allows them to get data back to the main place where they can analyse and see where the drilling is all going. Management is doing all the right things.

Price:
$7.850
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2015-04-15 TOP PICK Com-Dev-International-Ltd.
CDV-T
Peter Hodson

Satellite company and also has exactEarth technology, which tracks vessels in the seas. Starting to consider spinning that out or IPOing it, and could turn out to be a nice value creator for them. More expensive than what he likes to see, at 27X earnings. Added it to his growth portfolio because the growth looks really, really good. The satellite market is really growing right now. They have a really good niche. When you are putting components onto a satellite, price is not an issue. This is a very, very high margin business in an industry that is growing very, very fast. Recently did an acquisition called Pacific Wave which makes components for satellites. Possible takeover target. Dividend yield of 2.53%.

Price:
$4.850
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2015-04-15 TOP PICK Chipotle-Mexican-Grill
CMG-N
Mike S. Newton, CIM FCSI

An opportunity to pick up a pretty good name that has done a sideways move for some time. Millennials (generation Y) are taking to the name. The company is able to price what they want because consumers believe they are getting good value for their money and the quality is very high. Store count is around 1600 in the US, which he thinks is a very low concentration, considering what they have ahead of them. This doesn’t even consider what they are doing internationally.

Price:
$677.600
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-04-15 TOP PICK Element-Financial
EFN-T
Peter Hodson

This has made a lot of money for a lot of investors over the past 20-30 years. Brilliant management. This is also an economic call. You have low interest rates and a good economy, so for a leasing company it is almost perfect. They can finance attractively and are not going to lose a lot of money when leases go bad. They are into almost anything that moves, such as rail cars, transportation companies, etc. Have done lots of leasing and have grown very, very fast through acquisitions, and have mentioned a dividend for next year. As they grow into that 1st dividend, he thinks a lot more investors will start to pay attention. Growth rate is looking very, very good. Earnings per share this year should grow very nicely. They are economically and interest rate sensitive, but he thinks both of those are positive for them right now. Trading at 17X earnings, which is very, very attractive.

Price:
$17.510
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2015-04-15 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
Mike S. Newton, CIM FCSI

Valuation is only 10X forward PE. Earnings showed pretty good and rather robust trading in capital markets activity. If interest rates start going up, this would be a bit of a tailwind for them. Buybacks were authorized to go even higher. Dividend yield of 2.49%.

Price:
$64.210
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-04-15 TOP PICK Patient-Home-Monitoring
PHM-X
Peter Hodson

Has been a very good trader. Market cap of $365 million. 10,000 people will turn 65 in the US today, so this company is going after the homecare market. You have a huge baby boom generation that is getting older and needs homecare. He really likes the trend. Hospitals are trying to get patients out of the hospital and into the home. The government is trying to save money by treating patients at home. Here you have a consolidator that is chipping away and buying up companies that treat in-home patients, and will start cross-selling different products and different services. Made some great acquisitions, but in their last year they had 58% internal growth without acquisitions. Just did a $60 million financing and already had $20 million in cash, so now they have $80+ million to spend, and may start going after bigger acquisitions in the US while the timing is right. Management owns 11%.

Price:
$1.740
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
BULLISH
Owned:
No
2015-04-15 TOP PICK Constellation-Brands-Inc
STZ-N
Mike S. Newton, CIM FCSI

Brands include Corona, Jackson Triggs, Modelo, Robert Mondavi, etc. A very, very defensive name. Yield is only 1.06%, but the CEO indicated he would probably look to increase that over time. They are really knocking it out of the park in all of their verticals and doing extremely well in vodka and whiskey. They’re undergoing an expansion into tequila and craft beer. Now that it is paying a dividend, it is going to be on a lot more people’s radar.

Price:
$117.520
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-04-14 TOP PICK HBP-S-and-P-TSX-60-Index-ETF
HXT-T
Don Vialoux

TSX 60 finally broke through a 7 year high, which is technically very, very good. This is in an upward trend, above its 20 day moving average and is outperforming the S&P 500. The problem is, once you get into May to October, volatility increases virtually every year, so you want to protect yourself by owning this until May and then look for some technical signals to take some profits.

Price:
$28.870
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2015-04-14 TOP PICK Mondelez-International
MDLZ-Q
Christine Poole

This is 44% emerging markets. They are the number 1 player in biscuits, chocolates, candy and number 2 in gum. Most of those categories have very little private label competition, which is good for pricing. This is really a play on emerging markets for their growing consumer middle class. She sees a lot of runway. FX has been a headwind but she thinks the market has chosen to look through that and to recognize the long-term growth opportunities. The company has been embarking on a margin improvement program as their margins are quite a bit lower than their peers. Yield of 1.6%.

Price:
$37.470
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-14 TOP PICK Manulife-Financial
MFC-T
Christine Poole

Thinks they are really position to grow their ROE and their Book Value. These are 2 really important metrics she looks for in a lifeco business. Have done a series of transactions, which underscores management’s focus on long-term growth. Yield of 2.8%.

Price:
$22.130
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-14 TOP PICK PPG-Industries
PPG-N
Christine Poole

Has a lot of International exposure. 40%-45% is North America and the rest is international. A global coating company. They are number 2 in 70% of their end markets. Provides coating for aerospace. Also, have architectural paints (house paint) as well as auto OEM coating. A leading player in the US. Recently acquired the largest player in Mexico. Raw material costs are largely petrochemical based, so they will benefit from lower crude prices. Yield of 1.18%.

Price:
$227.960
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-14 TOP PICK Power-Share-QQQQ-ETF
QQQ-Q
Don Vialoux

Historically, this has outperformed the rest of the market from the middle of April through to the end of May. This partly has to do with its makeup. It is technology, which is when companies announce their new products. Also, a good chunk is biotech, and there are a lot of announcements from the biotechs that come into the market at that time as well.

Price:
$107.170
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2015-04-14 TOP PICK SPDR-S-and-P-500-ETF
SPY-N
Don Vialoux

Technicals are positive. The S&P 500 is in an upward trend. Trading above its 20 day moving average. This is the market, so it is doing what the market does. Seasonality continues to be positive until, on average, May 5. There is a danger that the markets could come under pressure some time between May and October of this year. A very short term trade.

Price:
$209.490
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2015-04-13 TOP PICK Masonite-International-Corp
DOOR-N
Colin Stewart

Leading global designer and manufacturer of interior & exterior doors. Was previously listed in Canada and then was bought out by a US private equity firm which put too much debt on it. It went bankrupt, but has now come back as a public company in the US. Very exposed to the North American housing market. With the US housing downturn, they have made 11 acquisitions, cut costs and become much more efficient. Good pricing power.

Price:
$68.940
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-04-13 TOP PICK Interfor-Corp
IFP-T
Colin Stewart

His favourite lumber company. The fastest growing lumber company in North America, maybe globally. Have been very acquisitive. Transformed from being a largely Canadian-based lumber company to a North American company. Operating in the US, they have much lower labour costs and access to cheaper logs.

Price:
$17.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-04-13 TOP PICK iShares-MSCI-Europe-IMI-Index-ETF--CAD-Hedged-
XEH-T
John Hood

He likes this because it is hedged against the euro and costs only 25 basis points. Has 30% of UK with Spain/Germany/France 13% each. This gives you a good, solid, European core, plus it is doing small-cap and mid-cap.

Price:
$23.400
Subject:
OPTIONS & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-04-13 TOP PICK Canadian-Satellite-Radio
XSR-T
Colin Stewart

The only satellite radio provider in Canada now. They have a licensing deal with their US sister company to use all their content. Has come under pressure in the last year or so, but on some short-term issues. A really good subscription based business. 2.6 million subscribers in Canada. 7% of the population use it. 65% of all new cars sold in Canada have the technology preinstalled and are able to convert 1 of 3 of those people as new users. There is also the used car channelling that they can go after. Thinks it is worth upwards of $8 a share. Dividend yield of 6.84%.

Price:
$6.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-04-13 TOP PICK BMO-MSCI-EAFE-Hedged-TO-CAD
ZDM-T
John Hood

He likes that this is EAFE (Europe, Australasia and Far East). It is about 20% Japan, 22% UK, 10% each for England, France and Germany and it is more large caps, along with some individual stocks.

Price:
$20.820
Subject:
OPTIONS & ETFs
Bias:
UNKNOWN
Owned:
No
2015-04-13 TOP PICK BMO-Dow-Jones-Indus.-Avg.-Hedge-ETF
ZWA-T
John Hood

This gives you some actual capital gains income from the US market, instead of always being in terms of income, because the covered calls are treated as capital gain. He likes it because he can be in the US market with a little bit of a hedge on, and he likes the income component of it. Also, BMO doesn’t sell the calls against the index; they sell them against all the stocks in the DOW, which gives you a better bang for the buck. You have to remember that this is a little expensive at around 70-75 basis points.

Price:
$19.870
Subject:
OPTIONS & ETFs
Bias:
UNKNOWN
Owned:
Yes
2015-04-10 TOP PICK Toronto-Dominion
TD-T
David Cockfield

Have a good amount of US exposure. Things are a bit slow in Canada, but the US side is picking up momentum. He thinks that will show up in earnings. Bank stocks in general have taken a back seat for a while. They have built a good base here and you will see them moving higher.

Price:
$55.290
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-10 TOP PICK Vangrd-Dividend-Appr.-E.T.F.
VIG-N
David Cockfield

These are companies that grow their dividends, and in this case, he is showing a little bit of bias towards the US markets. This has a significant number of stocks. Their largest weightings are consumer goods, services, industrials and healthcare. Has a small dividend. A very conservative type of investment.

Price:
$81.600
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-10 TOP PICK BMO-Low-Volatility-Cdn-Eqty-ETF
ZLB-T
David Cockfield

A low beta stock. (Beta measures the volatility of a stock versus the index.) What he likes is, if the index sells off by 5%-10%, this ETF doesn’t. Has a very nice upward momentum. He is thinking that 2015 is going to be quite volatile, so he wants to go for the conservative type investments.

Price:
$27.750
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-04-09 TOP PICK CitiGroup
C-N
Stan Wong

Very undervalued. Stock hasn’t done much getting through all the regulatory issues that are happening. A lot of those regulatory and regulatory costs are behind them. This is on track of its long-term goal of strengthening its global presence. In consumer and corporate lending they are divesting out of a lot of things that they don’t want to be in. Going to return very meaningful levels of their capital to shareholders, whether through share buybacks or dividend increases. Last year they signed a deal with Costco Wholesale (COST-Q) to issue credit cards, which he expects will be a big revenue kick for their credit card division. Trading at a pretty big discount to its peer group. Yield of 0.8%.

Price:
$52.130
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-04-09 TOP PICK Engagement-Labs-Inc
EL-X
Fabrice Taylor

Advertisers need tools to know if they are getting a good RIO in social media.  They have a good management team and advisory board.  They just signed a million dollar contract.

Price:
$0.700
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 60 of 20,848 entries
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