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
2016-06-24 TOP PICK Airboss-of-America
BOS-T
Ryan Modesto

This does rubber compounding and engineering products. They are producing specialty rubbers and putting them into specialty types of products. Did an acquisition a year ago, a US defence business. Now it is quite cheap. The majority of revenues come from the materials and resources sector, which has been weak in the past. There is a bit of a resurgence and over time the mining and resource companies will start reinvesting their capital, and this will flow through to a company like this. Dividend yield of 1.84%.

Price:
$14.100
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-06-24 TOP PICK Oracle
ORCL-N
Barry Schwartz

Thinks this is doing the Microsoft Playbook, which is growing quickly in the Cloud, and getting more licenses and revenues and annuities instead of selling a one-time package. Thinks the turning point for this company is here. Generating a lot of free cash. Very reasonably valued. Dividend yield of 1.51%.

Price:
$39.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 TOP PICK Premium-Brands-Holdings-Corp
PBH-T
Ryan Modesto

A specialty food, manufacturer and distributor. Within Canada, consumer staples may have 15 companies that are investable. Most of them are large, mature, slow growth type of companies. Specialty foods means they can charge higher margins. You get the feeling management is not trying to build an empire and not growing for the sake of growth, but are making decisions that are in the shareholders’ best interests. Dividend yield of 2.88%.

Price:
$52.700
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-06-24 TOP PICK Priceline.com-Inc.
PCLN-Q
Barry Schwartz

This is getting absolutely decimated today. They get 75% of their revenues from Europe. Their biggest entity is Booking.Com, a wonderful, wonderful company and benefits from the network affect. They have the most hotels and they are smart operators. A beautiful balance sheet that generates gobs of free cash. Unbelievable margins. Anything exposed to Europe right now is getting his head handed to it, but this is a wonderful buying opportunity.

Price:
$1232.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 TOP PICK Saputo-Inc.
SAP-T
Barry Schwartz

A dairy producer; cheese, Nielsen milk, inputs for wholesalers, restaurants as well as branded retail. Still a small fish in a global pond, but there is potential for them to grow bigger and increase its footprint. Management, when they make an acquisition, are able to grow margins and improve everything all around. Generates a lot of free cash flow. Likes the potential for them to use their balance sheet to continue to make acquisitions globally. Dividend yield of 1.43%.

Price:
$37.720
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 TOP PICK Exco-Technologies
XTC-T
Ryan Modesto

There is no secret sauce to this one. Just a solid operator, going with value and a bit of growth. A cheap valuation, but within their peer space, they are one of the faster growing companies. Also, have really high insider ownership. This has organic growth, acquisition growth and dividend growth. The payout ratio is low and they have plenty of room to increase the dividend. Dividend yield of 2.3%.

Price:
$12.200
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-06-23 TOP PICK AbbVie-Inc.
ABBV-N
Stan Wong

From a valuation perspective, he likes this a lot. This was a spinoff from Abbott Labs (ABT-N) in 2013. They are more of a research based pharmaceutical global name. Has a really good pipeline with 20 new products and indications coming through in the next few years through 2020. Shares are pretty attractively valued, trading at a forward price earnings multiple of only 12X. Long-term EPS growth rate is only 13%. You also get a 3.7% dividend yield, which is expected to grow at almost double digit over the next few years.

Price:
$61.310
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-06-23 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Brian Acker, CA

The Valeant (VRX-T) fiasco has hit all these stocks. This one has been singled out, but if they can cure hepatitis C, that would be fantastic. He is looking for an upside of 120%. Thinks they are a perfect candidate as a takeover target. Dividend yield of 2.27%.

Price:
$83.370
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2016-06-23 TOP PICK Macys-Inc.--formerly-Federated-Department-Stores-
M-N
Brian Acker, CA

This is bottom fishing. It has had a nice pullback. His model price is $42, a 27% upside. Dividend yield of 4.46%.

Price:
$33.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2016-06-23 TOP PICK Microsoft
MSFT-Q
Stan Wong

This is transforming itself. It has a new CEO who is really focused on growth. They are really focusing on what is the priority in the technology world, which is Cloud computing and mobile technology. A lot of people feel that LinkedIn was expensive, but it helps them expand its presence in the Cloud application space. Trading at 18X forward earnings and has a pretty decent growth rate of 2.8%. They have delivered an annual dividend growth rate of over 17% over the last 5 years. Dividend yield of 2.8%.

Price:
$51.910
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-06-23 TOP PICK Pembina-Pipeline-Corp
PPL-T
Stan Wong

One of the stronger names in the Alberta midstream space. Also, has the best competitive advantages. It provides investors with a pretty conservative strategy to play and participate in the recovery of energy prices. Dividend yield of 4.94%.

Price:
$38.900
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-06-23 TOP PICK Exxon-Mobil
XOM-N
Brian Acker, CA

In his estimation, this is the best run company globally. We are in an earnings recession, but this has the best assets globally. This is the cheapest it has traded going back to 1995. Dividend yield of 3.27%.

Price:
$91.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2016-06-22 TOP PICK Apple
AAPL-Q
Kash Pashootan

At these levels, this is a value play. We have become accustomed to thinking of this as a mega-growth story, but a lot has changed over the last few years. They’ve grown considerably in terms of their market share. When you have grown market share as quickly as they have, you are not really a growth story the way that you used to be, you are much more of a mature business. Feels it has to go through a PR exercise of communicating that to the market. One good way of doing that would be by beefing up the dividend. Dividend yield of 2.36%.

Price:
$95.550
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-22 TOP PICK Amgen-Inc.
AMGN-Q
Paul Macdonald

He owns 3 biotech companies in his portfolio, and he wants to own best in breed. In this latest correction in the biotech space, if you are looking to have exposure but big deep pipelines, good balance sheet, consistency and the ability to abstract revenue out of the drugs, this would be the one. Dividend yield of 2.66%.

Price:
$149.810
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2016-06-22 TOP PICK Columbia-Banking-System-Inc
COLB-Q
Kash Pashootan

A US regional bank. Focused in the Pacific Northwest where there is significant growth in population, wages and employment. Financials have all been beaten up because the idea of rates going up is not as prevalent as had been originally thought. Dividend yield of 2.65%.

Price:
$28.490
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-22 TOP PICK Magna-Int-l.--A-
MG-T
Kash Pashootan

A screaming buy at these levels. Not because he expects mega-growth in the automobile industry, but when you look at the valuation, this is pricing in a doomsday scenario, to say the least. Trading at around 8X PE, and comfortably could be at around 11X or 12X, so doesn’t believe they need to grow their earnings considerably to see a multiple expansion that reflects the current market environment. Dividend yield of 2.58%.

Price:
$50.000
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-22 TOP PICK Merck--and--Company
MRK-N
Paul Macdonald

He likes the balance sheet and the income he is getting from this. They have a hepatitis C drug that is coming out as well as a great oncology drug. They have 26 phase 3 trials. Sees a slight increase in revenues over the next 2 years. Dividend yield of 3.22%.

Price:
$57.040
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2016-06-22 TOP PICK UnitedHealth-Group-Inc
UNH-N
Paul Macdonald

HMOs have really benefited from the Affordable Care Act with new lives coming on to getting insurance. Also, benefiting from lower employment rates. This is the “elephant in the room” in healthcare insurance in the US. Dividend yield of 1.81%.

Price:
$137.900
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2016-06-21 TOP PICK Concordia-Healthcare
CXR-T
Zachary Curry

Unfortunately, this gets compared with Valeant (VRX-T). They are not as dependent on price increases. The negative is that they did bite off a big chunk of debt to buy AMCo. Last quarter was the 1st full quarter with AMCo in their results. The numbers were okay and the margins were good at close to 80%. If they can demonstrate that they are going to take the free cash flow and pay down debt, that is going to be a great thing. Dividend yield of 1.33%.

Price:
$29.600
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-21 TOP PICK Keyera-Corp
KEY-T
Zachary Curry

One of the larger midstream businesses. Their specialty is natural gas processing and gathering. On the liquids side they do storage. Management team has been in place for ever. Top, top, top quality. A very conservative team. The payout ratio is 60%. Their latest partnership is with a large producer on building a sour gas processing plant. Dividend yield of 4.01%.

Price:
$37.700
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-21 TOP PICK Kroger-Co.
KR-N
Mohsin Bashir

They are across all the US and are the largest market share in terms of business that also has a niche play into affordable organic foods, which was only launched 2 years ago, but represents $1.2 billion of their annual sales. They recently made an $800 million acquisition and got 24 new grocery store locations, giving them access to Wisconsin and the Mariano’s name in Chicago. They are #2 in terms of market share, 2nd only to Walmart. Dividend yield of 1.22%.

Price:
$34.470
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-21 TOP PICK McDonalds
MCD-N
Zachary Curry

They have a new CEO and are doing great things. Changing menu items, value items, all Day breakfast, revamping stores, etc. A little rich on the earnings valuation at 22X. Same-store sales are close to 6%. Dividend yield of 2.91%.

Price:
$122.630
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-21 TOP PICK Transcontinental-Inc.--A-
TCL.A-T
Mohsin Bashir

This is arguably the last man standing in the printing business. Printing is in secular decline. The age of digital is upon us, and people are using less paper. This company prints magazines, newspapers and flyers. Flyers for grocery stores and pharmacy chains are publications that millennials prefer to read in print. The company is moving to the flexible packaging business and in the last 2 years have upped the revenues to 10%. Dividend yield of 4.15%.

Price:
$17.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-21 TOP PICK Tricon-Capital-Group
TCN-T
Mohsin Bashir

Their focus is principally on residential real estate. They have Tricon American Homes which focuses on the Sunbelt in the US. Most people want to own single family rental properties in that particular space. Trades at a significant discount to their NAV of around $13, and he sees room for growth. Dividend yield of 3.03%.

Price:
$8.570
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-20 TOP PICK Concordia-Healthcare
CXR-T
John Zechner

The story is holding together really well with the big AMCO acquisition they did last year and 60 new products coming out in the next couple of years. The core business is doing well. They have some orphan drugs. Stock is trading basically at 5X earnings, 7X Operating Cash Flow. They will generate free cash flow and pay down the debt, and at that time the multiple starts to go higher. Dividend yield of 1.3%.

Price:
$29.400
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-20 TOP PICK Firstservice-Corp
FSV-T
James Telfser

A great Canadian story. Split from Colliers in 2015, and this was the property management side. They also have a number of brands such as California Closets, a restoration business, and recently made an acquisition to buy Sentry Fire which provides fire extinguishers, sprinklers, etc. Mostly in South-Eastern Florida. They have a huge amount of recurring revenue and are growing organically in the 5%-7% range. Their acquisitions are all small, mom-and-pop private businesses that they are able to buy at only 5X EBITDA, and they come from these with cash flow. This has a long runway in a fragmented industry. Dividend yield of 0.97%.

Price:
$58.350
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-20 TOP PICK Alphabet-Inc--C-
GOOG-Q
John Zechner

Best growth in technology. They own the Android operating system and are giving it away for nothing. If you ever monetized that, it would be a huge value for them. What they know about the consumer has so much value. They are positioned better than anybody to get all this growth. 

Price:
$693.710
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-20 TOP PICK Hudson-Bay-Co.
HBC-T
John Zechner

Using REITs and looking at the real estate value, it is pretty easy to get a value of something around $30 for the real estate alone. You are paying less than nothing for the retail asset. They are doing all right in Canada. Saks is a little bit slow. They are bringing costs down across the board. A good story. Dividend yield of 1.27%.

Price:
$15.630
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-20 TOP PICK Heroux-Devtek-Inc.
HRX-T
James Telfser

An aerospace company. Do a lot of landing gear for planes. They have a long history of making very wise allocation of capital, and thinks they are at a point now where they might start to look at doing something else interesting. They just did a lot of work for the Triple7 landing gear for one of the new planes.

Price:
$14.870
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-20 TOP PICK ZCL-Composites-Inc.
ZCL-T
James Telfser

A well-run, shareholder friendly company. Manufactures fiberglass tanks for gas stations, which used to be made out of steel, so there is a replacement cycle. They have over 50% market share. Dividend yield of 3.56%.

Price:
$9.000
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-17 TOP PICK Deutsche-Telekom
DTE-FSE
Norman Levine

The biggest telecom provider in Germany, as well as the biggest shareholder in the US in T-Mobile (TMUS-Q). He expects that sometime in 2017 they will be trying to sell their ownership of T-Mobile. The stock is highly profitable. Raises its dividend regularly. Dividend yield of 3.87%.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-17 TOP PICK Killam-Properties-Inc
KMP.UN-T
Greg Newman

A really good growth name at a reasonable price. Has had a big run since January, but there is more to go. He models that it grows 10% annually for the next couple of years. That growth rate is much better than the sector average of around 4%, and yet this is trading at an in-line multiple of around 16X. The 4.87% dividend is supported by 76% payout ratio that is steadily improving.

Price:
$12.460
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-17 TOP PICK Parkland-Fuel-Corp
PKI-T
Norman Levine

A fuel distribution business, mostly retail gas stations, but also wholesale and commercial. Largely in Western Canada although have made some Eastern Canadian acquisitions, such as Pioneer Fuels. They are a growth by acquisition company, and there are some big assets that will be coming up. Loblaw’s (L-T) has talked about putting their gas station assets up for sale. They raise their dividend a little bit every year. Dividend yield of 5.08%.

Price:
$22.330
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-17 TOP PICK Restaurent-Brands-International
QSR-T
Greg Newman

Has a very strong, top line momentum. Strong performance in all regions. Just increased their dividend for the 6th quarter in a row. He models they can grow earnings per share 18% each and every year over the next couple of year through opening new stores and enhanced products and higher margins. Have been lowering their debt steadily since the merger. Trading below its three-year average, and trading in line with its peers, but has a better growth rate. Dividend yield of 1.41%.

Price:
$55.390
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-17 TOP PICK Royal-Bank
RY-T
Greg Newman

Despite the rally the banks have had, this is still attractive relative to historical valuations. There is still too much of a Short interest, and that is a catalyst. Thinks we have seen the high water mark of high energy fears. Unlike the other banks, had a very high quality beat on their Q2. Capital levels, which formerly were a little bit of an issue, have rebounded very briskly. He is seeing 6% EPS over the next couple of years. Dividend yield of 4.18%.

Price:
$77.600
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-17 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Norman Levine

People hated this, because previous management got into trouble with questionable, ethical things they did. People are starting to warm up to it now. Current management is fabulous and business is rolling in. He likes it, especially now, because it will be one of the main beneficiaries of the Trudeau government increasing infrastructure spending. They are also a highly on un-leveraged company, and will be making some acquisitions. Dividend yield of 2.02%.

Price:
$51.370
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-16 TOP PICK Bayerische-Motoren-Werke-AG
BMW-GR
Paul Harris, CFA

You can’t buy this in New York, you have to buy it in Germany. With quantitative easing in Europe, and what happened with quantitative easing in the US is that people frontloaded a lot of purchases. Autos rose up to almost 18 million in North America. Auto purchases are well below 2007 in Europe, so he thinks there is a backlog that will catch up. The stock is not expensive, trading at about 8X earnings. The company has 2 great hybrid electric cars, i3 and i8, but they don’t get the benefit of those. This company will give up margin for long-term growth, which he feels is very important. Dividend yield of 4.68%.

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-16 TOP PICK Goldman-Sachs-Business-Development
GSBD-N
James Thorne

Business development companies were developed in the 1970s when the US government was trying to figure out how to get money into the hands of businessmen. They were focused on lending money to companies that couldn’t get money from Wall Street or traditional banks. Because of securitization, banks got into this business and it is a very sleepy business. They have to distribute 90% of what they get in terms of interest rates from their clients. In 2008, you had Basil III, Dodd Frank and the Volcker rule, so banks could no longer lend willy-nilly to anybody, so they pulled back. Dividend yield of 9.11%.

Price:
$19.880
Subject:
US DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-06-16 TOP PICK Kraft-Heinz-Company--merged-
KHC-Q
Paul Harris, CFA

What is very unique about is that it is a great cost cutting story, but there is also some good revenue growth coming through on it. Heinz was a much more international company, and Kraft was much more of a US branded company. Kraft has some great products and will be able to sell off some of them, but also they will be able to use Heinz distribution network and push those products through the rest of the world. Dividend yield of 2.7%.

Price:
$85.280
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-16 TOP PICK Kinder-Morgan-Inc.
KMI-N
James Thorne

The largest distributor of natural gas in North America. It got hammered because everybody thought it was going to be cut to junk. They cut the dividend, but their higher yields are trading at or higher than they were back in the middle of last year. So there is no stress on their high yields. If they go back to the market and finance their expansion with debt, maybe that dividend comes back. Feels natural gas is going to have a nice rally. Dividend yield of 2.88%.

Price:
$17.600
Subject:
US DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-06-16 TOP PICK Potash-Corp-of-Saskatchewan
POT-T
Paul Harris, CFA

In the agricultural business, you really need potash as you need higher and higher yields. This is a great asset that no one can duplicate globally. Cut their dividend, and may have to cut it again. If they did, he would be a buyer again. Dividend yield of 6.03%.

Price:
$21.450
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-16 TOP PICK Weyerhaeuser-Co
WY-N
James Thorne

He is constructive on commodities and likes wood. This company has been working for years to get out of the unprofitable areas of wood. It’s timberland, wood, levered to housing and non-residential construction in the US.

Price:
$28.720
Subject:
US DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Bruce Campbell (1)

A renewable energy generator. Made a fairly large US acquisition. To him, it looks like you have the best growth of the power and utility group in Canada, for the next year or 2. You could make 10% plus the dividend of 4.61%, which makes it well above average in the group.

Price:
$11.730
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Bruce Campbell (1)

This stock hasn’t done anything wrong, and yet it has pulled back 15% from its peak. There is a fuel margin aspect as to how well they do at their convenience stores. They are still going to make acquisitions, although they are going to be in Europe. For the 1st time in a while, it is trading at under 20X. A growth story that you can buy on sale. Dividend yield of 0.51%.

Price:
$53.490
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 TOP PICK CitiGroup
C-N
Gordon Reid

Trading at 64% of tangible book, which gives some downside protection. When a stock is trading on a valuation basis as inexpensively as this one is, it does provide you some comfort that you can stick it out for the longer-term and you are not going to fall too far. Dividend yield of 0.48%.

Price:
$42.010
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 TOP PICK Element-Financial
EFN-T
Bruce Campbell (1)

His one-year target would be $19-$20, back where it was a year ago. When they announce the end of the deal, and earnings continue to come through, he thinks it will be fine and a good stock run up into the fall. Dividend yield of 0.68%.

Price:
$14.700
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 TOP PICK Toll-Brothers-Inc.
TOL-N
Gordon Reid

The root of success for homebuilders is new orders and prices, the rest of it is kind of noise. This company is doing well. 

Price:
$27.530
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 TOP PICK Time-Warner-Inc
TWX-N
Gordon Reid

In his opinion they have the least exposure to the cord cutting phenomenon that is going on in the US with the unbundling of cable packages, meaning fewer subscribers. They have fairly valuable properties of Warner Bros. and HBO. Their initiative to stream HBO has been quite successful. Not expensive. Trading at about 4 multiple points cheaper than Disney (DIS-N), and growing at about 15% a year. Dividend yield of 2.21%.

Price:
$72.880
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-06-14 TOP PICK A|vago-Technologies
AVGO-Q
David Burrows

This was a merger of Broadcom and Avago, both leaders in their market. Today they are the leader in RF chips which are in every Apple device. Their product offering is so strong that they were able to get a 2-3 year contract out of Apple (AAPL-Q) which Apple does not do. They have a locked-in loaded position in the next generation of iPhones and iPads, which is an expanding market. The 2nd market they are in is automotive. Cars are all becoming more connected to the Internet. This company is going to generate about $5 billion in cash over the next year. It is generating a return on capital of about 7%. Dividend yield of 1.26% which will grow at about 10% a year.

Price:
$158.990
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-14 TOP PICK Bristol-Myers-Squibb
BMY-N
David Burrows

This company is going so much faster than all of the major pharmaceutical companies, and should be trading at a substantial premium. They are well known for Eliquis, a heart and stroke drug, but are becoming very quickly the leader in immuno-ecology, which teaches your cells to turn on cancer cells to eradicate them. This market could be a $25-$50 billion market. Dividend yield of 2.08%.

Price:
$73.100
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-14 TOP PICK CVS-Health-Corp
CVS-N
Christine Poole

The leading US drug retailer. Drugs account for about two thirds of their revenue with the rest coming from Pharmacy Benefit Managers. The company targets a compound annual growth rate in earnings of 10%-14%, and she feels they are on track. Acquired Targets’ pharmacies last year, which increase their presence by about 10%-15% in terms of location. Dividend yield of 1.78%.

Price:
$96.390
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-14 TOP PICK Honeywell-International
HON-N
David Burrows

The market looks okay, but there are some very special companies that can give you some great attributes. This is an industrial company that is basically in 3 major businesses, home automation, automotive efficiency and energy efficiency in buildings. Almost everything they make has a sensor or a controller in it that can connect through the web. This is a part of the Internet of things. They are the leader in all of their businesses. Have grown their earnings about 12% a year over the last 10 years and grown their dividend at over 12% a year. Dividend yield of 2.06%.

Price:
$115.510
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-14 TOP PICK Royal-Bank
RY-T
Christine Poole

Trading at a very attractive valuation, just over 11X earnings. Price to Book is below 2X, which typically trades above 2X. Consistently generates an ROE in excess of 15%. Acquired City National last year which increases their US exposure. Like all the banks, this has been increasing its dividends. She expects earnings growth in the 5%-7% range. Dividend yield of about 4.2%.

Price:
$77.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-14 TOP PICK Whirlpool-Corp
WHR-N
Christine Poole

The world’s leading appliance maker. North America accounts for just over 50% of their earnings, with about 25% coming from Europe, 20% from Latin America and 7% from China. Penetration rate is about 79% in the US. Replacement sales accounts for about 50% of industry sales, and the company estimates that that peaked 2005-2006, and the average life for an appliance is about 10 years. Very long-term secular growth. Yield of about 2.3%.

Price:
$174.860
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-13 TOP PICK Bed-Bath--and--Beyond
BBBY-Q
Erin Gibbs

US housing sales are really ramping up. Consumer discretionary, especially the retail stocks, have really been beaten up, and this is trading at a good valuation. However, the key thing is that they need to have great online sales. This company got into the online game late, and are the turnaround story. We have just started seeing a ramp up in better online sales, but it is only trading at 9X earnings. Super cheap.

Price:
$43.000
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2016-06-13 TOP PICK Caterpillar
CAT-N
John Stephenson

*Short* This has had a really nice run off the bottom and is up about 35%. They capitalized big time on a once-in-a-lifetime mining boom, and he doubts if we are going to see that again. There are just too many headwinds. The street is talking up the name, but he could see this halved in price in the next year or so. Dividend yield of 4.09%.

Price:
$75.230
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-13 TOP PICK Duluth-Holdings
DLTH-Q
John Stephenson

This is part catalogue company, part Internet, part stores. Work-related clothing, but casual clothing. This has been on fire. Relatively small. Has a huge addressable market, and currently sells about $350 million US in sales. Could potentially address over a $100 billion market. More and more people are dressing casually for work. Sales are going at a clip of north of 20% and are likely to continue for the next 4-5 years., It should top $1 billion in sales in a couple of years.

Price:
$24.080
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-13 TOP PICK IBM
IBM-N
Erin Gibbs

One of her favourites for just being a very defensive company. Also, one of the companies she views as being a turnaround. They have “Strategic Initiatives”, which means they need to get more revenue from mobile, cloud and security. They’ve been doing that, and about a 3rd of their revenues comes from these higher growth areas, instead of the traditional PC sales. Trading at 11X forward earnings. Dividend yield of 3% and have a strong share repurchase program. Even though there are declining revenues for this year and flat for next year, looking 2-3 years out, she sees a big ramp up in this pay off of turning things around.

Price:
$151.280
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2016-06-13 TOP PICK Kinross-Gold
KGC-N
John Stephenson

If you are going to own gold, now is the time. This is a name that has had a lot of problems in the past, and still trades at a bit of a discount to its larger cap peers, but feels that a re-rating is due. It is going to produce about 2.7 million ounces a year, so it is a decent size producer. Costs seem to be under control.

Price:
$5.160
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-13 TOP PICK Williams-Sonoma-Inc.
WSM-N
Erin Gibbs

US housing sales are really ramping up. Consumer discretionary, especially the retail stocks, have really been beaten up, and this is trading at a good valuation. However, the key thing is that they need to have great online sales. This has one of the strongest online programs. About half their sales come from online sales. Very good growth and very good earnings. Trading at 14X earnings.

Price:
$51.030
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 60 of 22,575 entries
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