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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-05-28 TOP PICK DH-Corporation
DH-T
Paul Harris, CFA

He likes it and owns it.  It is a ‘thin-tech’ company.  Cheques are 20% of their business still.  They made acquisitions that give them a bigger presence in the US.  They can continue to grow both organically or with bolt-on acquisitions.  The one risk is that they are not merging the sales forces in the last acquisition, so it is something to look out for.  You won’t see a lot of dividend increases because they really want to grow.  They should grow quite substantially over the next little while.

Price:
$41.250
Subject:
NORTH AMERICAN/GLOBAL
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2015-05-28 TOP PICK Element-Financial
EFN-T
Paul Harris, CFA

They just did an issue to get cash for acquisitions.  They may do a deal with GE for their capital business.  You can certainly see it go higher from here.

Price:
$18.800
Subject:
NORTH AMERICAN/GLOBAL
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2015-05-28 TOP PICK Mainstreet-Equity-Corp
MEQ-T
Paul Harris, CFA

It is a real estate corporation and does not pay a dividend.  It is trading at a 25% discount to its NAV.  People worry because it is in Alberta.  He thinks that business will be fine.  They have a great balance sheet and liquidity so they can make acquisitions.  It has fallen as people worry about Alberta.

Price:
$38.250
Subject:
NORTH AMERICAN/GLOBAL
Bias:
SELECTIVELY OPTIMISTIC
Owned:
Yes
2015-05-28 TOP PICK Martinrea
MRE-T
Patrick Horan

Lower PE compared to MG-T and they have margin expansion.  MRE-T has had very flat margins and he thinks they will now expand from 6 to 9% so you get faster earnings growth. 

Price:
$14.180
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-28 TOP PICK Saputo-Inc.
SAP-T
Patrick Horan

Short.  It is expensive.  This is ultimately a low growth market.  They are a good management team, but facing headwinds in Canada and the US.  It looks like it will roll back.  He has shorted for at least a year and will stick with the short.

Price:
$34.340
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-28 TOP PICK Canadian-Satellite-Radio
XSR-T
Patrick Horan

Hasn`t done that well in the past.  There were large sellers like the CBC and they have not sold anything yet so that is an overhang.  It has a 7% dividend and decent growth.  Auto sales should stick in and benefit this company.  He thinks it has upside. 

Price:
$5.810
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-27 TOP PICK iShares-Global-Agriculture-ETF
COW-T
John DeGoey

We are always going to have to have food.  We have to grow more food in the next 40 years than we have grown in the last 10,000 years just to feed the global population.  Climate change says that some of the best farmland is going to fry some of our food.  It is a supply and demand story.  It is global.

Price:
$34.350
Subject:
PERSONAL FINANCE & ETFs
Bias:
DEFENSIVE
Owned:
Yes
2015-05-27 TOP PICK Painted-Pony-Petroleum
PPY-T
Bill Bonner

(A Top Pick July 16/14. Down 35.05%.) Altagas (ALA-T) made an investment in the Company, which gave them access to a gas plant that will be built in 2016. This will take their production from 16,000 BOE to 40,000 BOE in the next 18 months to 2 years. That is a huge lift. With Altagas, they don’t need the LNG play to move their gas to market. They make about a 15% return at $2.40 of MCF.

Price:
$8.210
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2015-05-27 TOP PICK Rock-Energy-Inc.
RE-T
Bill Bonner

Have done a really good job in their Saskatchewan oil assets. One of the neat things that happened at their Mantario project is an enhanced recovery program with a polymer flood. The royalty rate drop from 25% to 1% which gave an instant boost to cash flow. There breakeven point is $25 oil, so there is lots of running room there. At this price it is a screaming buy.

Price:
$3.510
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2015-05-27 TOP PICK Torc-Oil--and--Gas-Ltd
TOG-T
Bill Bonner

Just acquired Surge Energy’s (SGY-T) south east Saskatchewan oil assets, which gives them a massive toe hold in that region. There is lots of confidence in their ability to exploit those assets. Great dividend which is absolutely secure. Impeccable balance sheet. They have a great play in Alberta, (Monarch) which is a huge resource play that could over time bring thousands of barrels of production to them.

Price:
$9.490
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2015-05-27 TOP PICK Vanguard-MSCI-Emerg.-Mkt.-ETF
VEE-T
John DeGoey

You should have 20% exposure to emerging markets. 

Price:
$32.550
Subject:
PERSONAL FINANCE & ETFs
Bias:
DEFENSIVE
Owned:
Yes
2015-05-27 TOP PICK iShares-Exponential-Technologies-ETF
XT-N
John DeGoey

It is positive disruption such as nano-technology.  It is a new product that just started trading.

Price:
$26.447
Subject:
PERSONAL FINANCE & ETFs
Bias:
DEFENSIVE
Owned:
No
2015-05-26 TOP PICK Badger-Daylighting
BAD-T
Norman Levine

This went from being a dividend play, to being a value play, to being a growth stock, to being a momentum stock. Once the wind was taken out of the momentum stock, he started to become more interested again. It has come down a lot because about half of its revenue and earnings comes from the energy area. They have been successful in 2 things. 1) Moving their trucks away from energy towards utility and other areas and 2) growing their presence in the US. Earnings from the US are starting to come through. Dividend yield of 1.24%.

Price:
$28.940
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-05-26 TOP PICK Bank-of-Nova-Scotia
BNS-T
Norman Levine

This is his only Canadian bank. It is the cheapest of the Canadian banks, with the second-highest yield of 4.24%. Investors don’t like the fact that it has a lot of operations in Latin America and in Asia, whereas he loves that. That is going to be where the growth is. He doesn’t want a bank that has a lot of Canadian exposure because of headwinds on weak energy prices.

Price:
$64.210
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-05-26 TOP PICK Equity-Financial-Holdings
EQI-T
James Hodgins

(A Top Pick June 20/14. Down 9.95%.) The story has not changed. They hired a new CEO and have spent the last year rebuilding the talent base in terms of mortgage originations within the company. Trades below its Book Value, only because the mortgage book shrank over the past year because no one was selling mortgages. They have now re-staffed, so you are going to start to see the mortgage book grow again, which he expects to happen this quarter. When that happens, and the market sees that turn, it is going to start pricing in looking forward. Could see a double in 2-3 years with very little risk.

Price:
$9.060
Subject:
SMALL & MID-CAP
Bias:
CAUTIOUS
Owned:
Yes
2015-05-26 TOP PICK Innova-Gaming-Group
IGG-T
James Hodgins

There is no coverage on the street as yet. Once that happens and it gets more publicity, it will go higher as it gets better known. They make video lottery terminals that the OLG and Lotto Quebec are putting in bingo halls. Also, have 4 states that are trying them out. They provide a slot machine like experience. They get really good traction and share the revenue effectively with the OLG. It is a recurring revenue model. He has them trading on a forward basis at 4.5X EBITDA, which he thinks is way too cheap. OLG is planning on expanding this pretty quickly throughout Ontario, and maybe even trying it in bars as well.

Price:
$3.960
Subject:
SMALL & MID-CAP
Bias:
CAUTIOUS
Owned:
Yes
2015-05-26 TOP PICK SGS-SA
SGSN-VX
Norman Levine

Trades on the Zürich stock exchange as well as the pink sheets in the US. The biggest in the test, measurement and verification business globally. When companies produce products, commodities, etc. their laboratories make sure that what they are selling is what they said they are selling. Hasn’t been a good performer in the last little while, which caught his attention. Replaced the CEO in the 1st quarter of this year and he thinks the new CEO is going to help their Chinese business. He is also a cost cutter. The dividend grows on a regular basis.

Price:
$0.010
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-05-26 TOP PICK TeraGo-Inc.
TGO-T
James Hodgins

Acquired Rackforce Networks recently and there is also new management. They are changing their direction from just offering data access to companies, to also doing web hosting and cloud services. Have hosting centres right across Canada now. The only independent company to have that. You are going to see good organic growth with this company, filling up those Rackforce data centres. When they do that, you could easily see the company going for sale, and it could be a double.

Price:
$6.200
Subject:
SMALL & MID-CAP
Bias:
CAUTIOUS
Owned:
Yes
2015-05-25 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Jason Mann

Short.  All the utilities are falling into this bucket of being expensive.  Utility stocks are going to be under pressure.  They are expensive and carry a lot of debt. 

Price:
$9.760
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-25 TOP PICK Badger-Daylighting
BAD-T
Jason Mann

It was a growth darling a year ago and then missed a quarter, then the energy decline impacted it.  This one fits his trend of wanting to move back into cyclical names.  It has good valuation.  High ROEs and a 10 year track record of growth.  They are the market leader and that is a good barrier to competition.

Price:
$29.940
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-25 TOP PICK Black-Diamond-Group
BDI-T
Jason Mann

Energy services.  It got hit hard in the fall.  It is not a super high margin business.  It bottomed.  It has all the metrics he looks for.  6% yield.  It is a recovering story.

Price:
$15.180
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-25 TOP PICK Walt-Disney
DIS-N
John Zechner

This has been the greatest growth stock over the past 40-50 years. What he likes is the way they continue to change and adapt to the market that is out there. More importantly is that they take all of the content and cross sell it in the various media, whether it is television, gaming, merchandising, theme parks, etc. There is no bigger owner of content globally. Market multiple is only 20X for all of this. Dividend yield of 1.04%.

Price:
$110.260
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-05-25 TOP PICK Manulife-Financial
MFC-T
John Zechner

Have done a pretty good restructuring over the past couple of years. A rising interest rate is going to benefit the life insurance companies. They reduced their exposure to the stock market volatility pretty dramatically. More importantly, their core earnings growth is coming through. Have growth in Asia and strong growth in wealth management. Trading at a discount to what insurance companies typically have traded at, and a big discount to what the banks are trading at. Dividend yield of 2.96%.

Price:
$22.940
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-05-25 TOP PICK Uranium-Participation-Corp.
U-T
John Zechner

Uranium is one of the few commodities trading at a discount to its global cost of production, of around $60 a ton. You are not going to see new supply from mines until you see something around that price. The long-term contract price is around $50 and the spot price is around $35. With this company, you are effectively buying uranium at a bit of a discount at around $33-$34. At some point there will be a rise in the global cost of production. There are a couple of catalysts including 1) all of the Chinese reactors coming on in the next couple of years, 2) a restart of some of the Japanese reactors and 3) supply is going to be constrained with no new supply coming on.

Price:
$5.380
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-05-22 TOP PICK Brookfield-Property-Partners
BPY.UN-T
David Cockfield

This is sort of a REIT type operation, but is multinational. This is commercial and is in all the big places. They have offices, retail and residential. He feels the Brookfield management is a smart bunch of people that have done very well. Have lots of money and have lots of ammunition to go off and do things. Dividend yield of 4.53%.

Price:
$28.480
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-22 TOP PICK CAE-Inc
CAE-T
Bill Carrigan

(A Top Pick Nov 11/14. Up 6.47%.) The stock is fighting to get above its old highs. If it can clear $15.50-$15.70, we have blue sky and it is on its way. This is aerospace, so you key off Honeywell (HON-N) which made a 52 week high last week.

Price:
$15.240
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-05-22 TOP PICK Com-Dev-International-Ltd.
CDV-T
Bill Carrigan

Likes the technology space and thinks this is an overlooked stock. Chart shows the area of resistance at around $4.30 which broke up through this in April. This is a good story.

Price:
$4.880
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-05-22 TOP PICK Power-Financial-Corp
PWF-T
David Cockfield

For somebody who wants a nice safe dividend and potential for dividend growth, with good diversification in the financial industry (non-bank and less bothered by excess regulation), with US and Canadian investments. Good management. Dividend yield of 4.05%.

Price:
$36.820
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-22 TOP PICK BMO-Global-Infrastructure-ETF
ZGI-T
Bill Carrigan

He wants to be involved with infrastructure. This one trades fairly well and the trend is upwards. Heavily into energy infrastructure. iShares has a global infrastructure ETF (CIF-T) which is less energy infrastructure weighted if you would like that. They are both performing relatively the same.

Price:
$34.080
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2015-05-22 TOP PICK BMO-Low-Volatility-US-Equity-ETF
ZLU-T
David Cockfield

Hasn’t done much recently, and is probably in a Buy range. They hold 25% utilities, 25% consumer staples, 20% healthcare and 12% consumer discretionary, so these are broad-based US companies towards the consumer side. Focused somewhat away from multinationals. Still thinks the US$ will continue to be strong. Good diversification.

Price:
$25.310
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-21 TOP PICK Canadian-National-R.R.
CNR-T
Andy Nasr

The US economy is on a solid footing.  The pullback is commodity related.  This is a great entry point because these issues will resolve themselves.  Leading indicators suggest volumes and prices should move up.

Price:
$74.490
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2015-05-21 TOP PICK Dollarama-Inc.
DOL-T
Stan Wong

He bought this at the 50 day moving average, which is the support level where he likes to buy stocks. They have 900 stores in Canada, which makes it 5X bigger than the next Canadian dollar store. They operate in a very attractive and growing segment of the retail space. There is still a lot of room for organic growth in Canada. Their plans are to go to 1400 stores. Yield of 0.51%.

Price:
$70.050
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-05-21 TOP PICK Firstservice-Corp
FSV-T
Andy Nasr

It is splitting into two at the beginning of June.  Fair value of the two separately is about $90.  More people will do due diligence on the two companies and realize they are cheap.  He will hold both when they are split.

Price:
$77.040
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2015-05-21 TOP PICK General-Motors-Corporation
GM-N
Stan Wong

Basically bought this right at the 200 day moving average. 2nd largest manufacturer globally in terms of cars and trucks. US auto demand trend is still moving higher based on improving consumer confidence. Lower gasoline prices are going to bode well for their light truck and SUV market. Average age of autos is 11 years plus, which is a catalyst for the demand refresh cycle. Recently announced a $5 billion buyback. Trading at 7X forward PE with a 12% long-term growth rate. Dividend yield of 4.05%.

Price:
$35.580
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-05-21 TOP PICK Southwest-Airlines
LUV-N
Stan Wong

This, along with the other airlines, dropped about 8%-10% yesterday, based on concerns about capacity and pricing pressures based on too much competition. That was well overdone. It oversold down to the 200 day moving average. All revenues are US domestic, so you don’t have to worry about the US$ tailwinds. Very healthy balance sheet. Dividend yield of 0.81%.

Price:
$37.230
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-05-21 TOP PICK Prudential-Financial-Inc
PRU-N
Andy Nasr

(Top Pick Jun 9/14, Down 1.32%) He was early.  It trades at a reasonable valuation and you should see a better return of capital to shareholders over the next year or two.  The valuation is attractive.  Last quarter they reported a favourable capital position, which was held against them until now.  More and more big corporations are off loading their pensions to companies like this one.

Price:
$85.630
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2015-05-20 TOP PICK Convalo-Health-International-Corp
CXV-X
Bruce Campbell (2)

Basically in the acquisition of addiction rehabilitation centres in the US. Just signed a couple of deals today. Growing by acquisition as well as organically. It’s the same group that brought in Patient Home Monitoring (PHM-X). Michael Dalsin (Chairman) has said that the organic growth of this one will make the organic growth at Patient Home Monitoring looks like it is really nothing at all. Have a fair bit of cash on the balance sheet. Has a pipeline of 10 companies in advanced discussions for acquisition.

Price:
$0.630
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-20 TOP PICK Mainstreet-Equity-Corp
MEQ-T
Paul Gardner, CFA

One of the cheaper stocks in the TSX. Trading at about a 20%-25% discount to its NAV. They own the mid-tier apartments (2 or 3 stories) in Edmonton, Calgary and Surrey. They have NOI (net operating income) growth of around 15%. They are refinancing and saving millions of dollars on financing costs. It is too cheap. It should be worth $45-$50. They are doing incredibly well in their numbers last quarter.

Price:
$37.980
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2015-05-20 TOP PICK NYX-Gaming-Group-Ltd
NYX-X
Bruce Campbell (2)

The little cousin to Amaya (AYA-T) and Intertain (IT-T). They develop the actual games that Amaya and Intertain would use on their websites and mobile apps. Has been growing by acquisition, and just made another small one today. Also, had the acquisition from Amaya’s Cryptologic assets. When that was announced, the stock sold off by about 15%, because the market was concerned about an equity issue. They are certainly going to have to raise some money from an equity standpoint as well as from a debt standpoint. He doesn’t know how that equity looks right now, but chances are that when it does get announced it could either be a private placement or a bought deal, and chances are it’s going to fly off the shelf. If you want to position yourself ahead of that, he thinks it is a pretty attractive valuation. Trades at great free cash flow yields and management owns about 40% of the stock.

Price:
$4.460
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-20 TOP PICK Vogogo-Inc.
VGO-X
Bruce Campbell (2)

In the payment processing for crypto currencies. One of those things that is extremely hard to understand. The management team actually did all the payment processing in the gaming business before, and so they have been through all this with online poker and have built a great track record. Just at the point now where they are rolling out some of the merchants. Management feels they could be processing $5 million per day by the end of this year, and a year from now processing $10 million per day. They get a 1% fee for generating that, and about 60%-70% flows to the bottom line. Only 40 million shares are outstanding and this could be extremely profitable by the end of this year.

Price:
$2.800
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-20 TOP PICK Canadian-Satellite-Radio
XSR-T
Paul Gardner, CFA

(A Top Pick May 5/14. Down 19.03%.) Incredibly cheap relative to its US parent which is trading at 16X EV to EBITDA. Trades at 11 times. Beat their numbers last quarter. Making really good headway in the used car market. A free cash flow entity that keeps churning out a lot of money. Earnings are all right but the biggest challenge is the royalty fee they have to pay to the music industry, which causes a heightened level of churn. They seem to have a handle on that. Poised to go back to the $6-$7 range.

Price:
$5.490
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2015-05-20 TOP PICK Yellow-Media-Inc
Y-T
Paul Gardner, CFA

8% convertible debenture maturing in 2022. Digital is now 55% of this company’s revenue. This is a bond that you can get a 6% rate of return, but you get some upside from the stock which is trading at about 3X EV to EBITDA, and should be trading at 4 or 5 times. The key is paying down their senior debentures which is ahead of convertible debentures, but it is going to get to a point where there are no senior debentures left, with the only debt outstanding being the convertibles. With that you are not only going to get this secure yield of a business that is doing all right, but maybe some upside. You don’t want to pay more than $115 for the bond, because the bid/offer spread is quite large.

Price:
$19.470
Subject:
FIXED INCOME, LARGE CAP DIVIDENDS AND REITS
Bias:
BULLISH
Owned:
Yes
2015-05-19 TOP PICK Cisco
CSCO-Q
Brian Acker, CA

His model price is $45.56, an upside of 53%. 3% dividend yield.

Price:
$29.735
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-05-19 TOP PICK Cisco
CSCO-Q
Zachary Curry

This is like the pipeline of the internet. You have the infrastructure as the backbone, increased wireless growth, and they got to build the routers, switches and systems for that transmission to take place. Technology is one of the better valued sectors, so you have great valuation and a super cash positioning, with a strong management team. The other side that is really positive is that you have software, (security and service) that is outpacing the traditional products growth. This will give more consistent revenue growth, margins could improve, and that improvement could ultimately come back to shareholders. Yield of 2.83%

Price:
$29.735
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-19 TOP PICK Walt-Disney
DIS-N
Zachary Curry

Not only do you have the one Star Wars, you have 2 other additionals. You get things like the Avengers and some of the real franchise positions. The real positive with this company is that they really get it all across the board. They have been spending like crazy on the theme parks which are finally coming to fruition. When it comes to re-releasing it on DVD or via the internet, they control it. Yield of 1.04%.

Price:
$110.560
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-19 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Brian Acker, CA

The media focuses on negative stories, but these big companies can shift assets and wring out some costs to make up for any sort of pricing differential. His model price is $168, a 54% upside.

Price:
$110.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-05-19 TOP PICK Intel
INTC-Q
Brian Acker, CA

His model price is $52.98, almost a 60% upside. The old techs are not being properly valued in this market. The fundamentals are there for this one to go significantly higher in the next little while. Dividend yield of 2.91%.

Price:
$33.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2015-05-19 TOP PICK Spartan-Energy-Corp
SPE-T
Zachary Curry

(A Top Pick July 10/14. Down 21.5%.) This ultimately comes down to the management team, which has a proven conservative track record of executing. Great balance sheet. At $40 oil they would still be able to grow their production if they wanted. Their discipline is to spend within cash flow.  Debt levels are nice and low. Doesn’t pay a dividend which he views as a real positive.

Price:
$3.130
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-15 TOP PICK Boardwalk-REIT
BEI.UN-T
Derek Warren

In spite of the oil problems, numbers came out recently and they were fine. People living in Calgary will continue to live there, and perhaps are more inclined to continue renting an apartment as opposed to buying a house. This is a real opportunity to buy one of Canada’s top-performing REITs. Dividend yield of 5.83%.

Price:
$59.530
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-15 TOP PICK CAE-Inc
CAE-T
Robert McWhirter

A global leader in flight simulation training, both in civil aviation and defence. Also, branching out into security and healthcare. Reporting on May 26 and expecting $0.24. Has a 15.3% forecasted ROE. Large debt of $1.2 billion, but the servicing of it appears pretty good. Also, has $250 million in cash. Earnings are forecasted to grow 14% this year and 16% next. This gives a PE to growth of .96.

Price:
$15.200
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 TOP PICK Calloway-REIT
CWT.UN-T
Derek Warren

People have been concerned about the retail business right now, however none of those issues affect this company. They are coming in with a Wal-Mart (WMT-N) anchor. This is an opportunity to buy a very, very stable cash flow. They have internalized their development programs. Have a fully internalized management with an internal development program that will now be able to continue to expand across Canada in Wal-Mart anchored centres and possibly in the US over time. Dividend yield of 5.37%.

Price:
$29.850
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-15 TOP PICK Intertain-Group
IT-T
Robert McWhirter

Internet gaming company. Earnings are expected to grow extremely significantly this year and 30% in 2016. Has a 9.5 PE multiple.

Price:
$18.150
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 TOP PICK Nobilis-Health-Corp
NHC-T
Robert McWhirter

Earnings forecasts are pretty good. 4th quarter trimming free cash flow yield of 6.7%. 40% forecasted return on equity. Earnings estimates up 26% in the last 90 days. PE multiple of 13.9X 2016 against 17% earnings growth gives a .8 PEG.

Price:
$9.150
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2015-05-15 TOP PICK Pure-Multi-Family-REIT-LP
RUF.U-X
Derek Warren

Listed here, but has US operations. He likes $0.80 dollars. Whenever there is an extra layer of complication it is often an opportunity. This one being a small cap in a cross-border structure was just enough to make a few investors question it. That was a tremendous opportunity. The stock is very cheap. He thinks this is worth $5.70 in US dollars. Yield of 7.4%.

Price:
$5.170
Subject:
REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2015-05-14 TOP PICK Dominion-Diamond
DDC-T
Allan Meyer

It is now a pure mining company after they sold off Harry Winston.  It has a dividend, but trades above book value.  He expects about 12 times forward earrings.  Analysts are revising their estimates up.  So now we are seeing a lower multiple.  They are having a great production run. 

Price:
$23.750
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-14 TOP PICK DIRTT-Environmental-Solutions
DRT-T
Jim Huang

This is modular furniture, mostly office and commercial at this stage. Have really good 3-D design software, so that not only can you visualize the design right away, you can go right to the manufacturing centre and get it made. Installation is relatively easy and everything is on time and on budget. There is a lot of upside expanding into other segments such as healthcare, hotels and even residential. Growing at 30%-40% a year and trading at a 20X multiple.

Price:
$8.270
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-14 TOP PICK Magna-Int-l.--A-
MG-T
Allan Meyer

It is a large cap, well recognized name with a lot of upward momentum.  He expects earnings to increase significantly.  Under a 10 times earnings multiple.  There has been some positive earnings momentum.

Price:
$67.360
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-14 TOP PICK Ritchie-Bros-Auctioneers-Inc.
RBA-T
Allan Meyer

They sell multimillion dollar items.  It is a bit expensive on a PE basis.  A clean balance sheet and small debt to equity ratio.  They cover their interest by about 25 times.  They have had significant earnings announcement surprises to the upside.

Price:
$34.290
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2015-05-14 TOP PICK Transcontinental-Inc.--A-
TCL.A-T
Jim Huang

Trading at low, low single digit multiples. This is because they are in publishing as well as printing, which has been a declining business because the Internet has started taking away a lot of that distribution. Have done a good job of consolidating the sector and cutting costs, and are getting more and more efficient. Doing some acquisitions. Still too small to impact the whole company, but they have more than enough firepower to do more acquisitions and continue to grow. Yield of 3.7% is sustainable.

Price:
$18.410
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2015-05-14 TOP PICK Whistler-Blackcomb-Holdings
WB-T
Jim Huang

A ski resort in BC. They had a terrible winter. What they have done over the last few years is build up the resource, making it an all season destination, increasing their prices and attracting more visitors from outside of Canada. Dividend yield of 4.97%, which is sustainable.

Price:
$19.610
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 60 of 20,983 entries
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