stockchase picture

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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-07-03 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Bruce Campbell (2)

This is really a cash flow machine. Have been growing cash flow and earnings at a phenomenal rate for the last 5 years. Earnings have grown at almost 30% compounded per year. They just keep building up cash and then going out and make an acquisition. Have really freed up their balance sheet in the last little while. After they made a pantry acquisition they have been paying down some of their debt, and he wouldn’t be surprised if they made another acquisition fairly soon. Every time they make an acquisition, the market always doubts what they have done, but turns out better than what has been expected. Dividend yield of 0.33%.

Price:
$53.800
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-03 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Mike S. Newton, CIM FCSI

Second largest convenience store operator. They continue to just keep delivering solid results. They digested the Pantry acquisition in the US and we’ll see how that is going on when they report on July 14. Dividend yield of 0.33%.

Price:
$53.800
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-03 TOP PICK Carmanah-Technologies
CMH-T
Bruce Campbell (2)

They provide different solar products in a number of different areas. A couple of years ago they had a business that wasn’t really doing so well operationally and they brought in a new management team, which had almost an immediate effect on turning the business around. Not only have they turned the business around, but they are making acquisitions. He thinks the wind is at their back for their products. Solar products have come down a lot in costs to the point where a lot of them are really comparable to what people would do in other situations. A good example would be a parking lot where you would normally string up lights that would be attached to the grid, but now they can make a solar parking lot and everything is off grid. Management owns about 45% of the stock.

Price:
$7.040
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-03 TOP PICK DIRTT-Environmental-Solutions
DRT-T
Bruce Campbell (2)

A technology driven manufacturing technology company that makes customized interiors. This is just at the very beginning of the company taking off. They are building interiors and are in new areas. The 2 new areas are healthcare and the residential market. This is a company where you will see lots of room for them to grow over the next few years. Stock price has pulled back a fair bit, so it really presents a nice opportunity for investors. The numbers tend to be fairly lumpy, so they will have a great quarter followed by a quarter that is not so strong. Expects you will see their 2nd quarter come out. It won’t be as strong as the 1st, but the 3rd and 4th will be fairly strong.

Price:
$6.860
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-03 TOP PICK iShares-US-Healthcare-E.T.F.
IYH-N
Mike S. Newton, CIM FCSI

A sleeping giant that he has had in his portfolio for a long time. He recommends that you read Byron Wien’s piece about innovation, biotech, healthcare. This ETF has great holdings. 40% exposure to pharmaceuticals, 25% exposure to the biotech sector, a well-rounded portfolio of names. In the past, these names have been thought of as a defensive kind of positioning, but feels they have slowly moved into the growthy areas of the markets, with huge innovations in medical and biotech. In a rising rate environment, if you are looking for something that is defensive but participates with a bit of growth, this might be a really attractive place to hide out.

Price:
$159.490
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-03 TOP PICK Constellation-Brands-Inc
STZ-N
Mike S. Newton, CIM FCSI

Reported earnings on July 1 which were phenomenal. They continue to reap the benefits of their acquisition of Crown Import. A great global name. They are still making a lot of money in the beer sales, which is their real growth. Dividend yield of 1.06%.

Price:
$117.090
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-02 TOP PICK Walt-Disney
DIS-N
Andy Nasr

The valuation is very well supported by the earnings growth, which should go up by about 40% during the next 3 years. You are also going to get some very healthy dividend growth. Dividend yield of 1.15%.

Price:
$114.970
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-02 TOP PICK EnerCare-Inc
ECI-T
Andy Nasr

The recent pullback is a great buying opportunity. Good management. Did a large acquisition recently and are going to benefit from the synergies of that. You should also see growth in the underlying business as attrition windows down. Dividend yield of 6.25%.

Price:
$13.440
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-02 TOP PICK Equitable-Group
EQB-T
David Baskin

Mortgage lending to those without a T4 slip like contractors and the self-employed.  It is a prudent lender.  Loan losses are minimal as they have great credit judgment.  8 times earnings and pretty good growth rate.  The dividend is half of the banks, however.

Price:
$62.500
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-07-02 TOP PICK Precision-Castparts-Corp.
PCP-N
David Baskin

They make primarily parts for airplanes.  Boeing recently ran down their inventory.  The stock is down 16% year to date.  16 times earnings.  This is a real premier industrial company and is a bargain.  Low yield, but he thinks there is potential for an increase as well as stock buy backs.  Sees it in the $250 range when oil recovers.

Price:
$199.050
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-07-02 TOP PICK TransForce-Inc.
TFI-T
David Baskin

Mostly East West business, but some North South.  It was sold off because of Alberta and a lack of pickup in manufacturing in Ontario.  They acquired a number of companies and have become the premier trucking company in Canada.  It is cheap, down about 14% and you can buy it while it is down.

Price:
$25.680
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-07-02 TOP PICK Vornado-Realty-Trust
VNO-N
Andy Nasr

Very high quality office portfolio. They have properties in California and New York, which is an undersupplied market. You are going to see the combination of rent growth and occupancy growth really contributing to the dividend increasing over time. They have a very strong balance sheet. Dividend yield of 2.62%.

Price:
$96.270
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-30 TOP PICK CRH-Medical-Corp.
CRH-T
Jason Donville

This is the medical stock that he is the most comfortable with as being a long-term compounder. They do colonoscopy clinics for early detection of cancer. Based in Vancouver. Good management team. Only trading at about 10 or 11 times 2016 earnings. 35% ROE.

Price:
$4.740
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2015-06-30 TOP PICK Constellation-Software-Inc.
CSU-T
Jason Donville

(A Top Pick June 19/14. Up 100.22%.) Currently this is correcting with the rest of the market. A fabulous business model and an extremely competent/astute management team. It has had a big correction, so you are getting in at about $500. They are raising debt right now, presumably to make some acquisitions. They are really smart allocators.

Price:
$495.860
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2015-06-30 TOP PICK Hudson-Bay-Co.
HBC-T
Michael Smedley

This is flying high on its retail sales. Richard Baker is an extremely clever property/retail store man in the US. Has remade this company as a flagship of a new kind, which has just bought into Germany in competition with an Austriatn buyer. Dividend yield of 0.72%.

Price:
$27.750
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-06-30 TOP PICK Premium-Brands-Holdings-Corp
PBH-T
Michael Smedley

He calls them the sandwich kings of Richmond BC. It is a big company now. Revenues are something like $1,250,000,000. They supply to the trade. Have a bit of a health kick to them. This is partly riding on the rising minimum wage situation in the US, causing a lot of outlets to reduce staff. Dividend yield of 4.3%.

Price:
$32.100
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-06-30 TOP PICK Stella-Jones-Inc.
SJ-T
Michael Smedley

This is into railway ties and utility poles, and has years and years ahead in those areas. Dividend yield of 0.77%.

Price:
$41.520
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-06-30 TOP PICK Tucows-Inc
TCX-Q
Jason Donville

Essentially the GoDaddy.com of Canada. Have been around since the early 90s back in the days when you had an Internet service provider, and the ISPs have all gone with this company. Another high compounding stock. ROE is about 29%. Trades both in Canada and US. It is liquid in the US, but not very liquid in Canada, so try to buy the stock in the US. Has a huge amount of excess cash flow, so they are continuously buying back their stock.

Price:
$27.850
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2015-06-29 TOP PICK Cargojet-Inc
CJT-T
Michael Simpson, CFA

The number one air cargo provider in Canada.  They do a great job of moving packages and goods every night.  Large contracts with Canada Post and UPS.  Their business is more contractual rather than spot and when investors recognize this they will do well.

Price:
$26.600
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-06-29 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Richard Croft

Covered Call. This company is a choppier oil company in the energy sector and has very high premiums. The stock was $34 today. You write the $34 Call and you pick up over $3 for January. A seven-month return is about 8.86%, not counting dividends. If it rises, you are not going to get the upside, but you are going to get the 8.86% over 7 months. If it declines, you have production all the way down to $31 a share, and he would simply write another Call in January.

Price:
$33.760
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
No
2015-06-29 TOP PICK Discovery-Communications-Inc
DISCB-Q
Michael Simpson, CFA

European broad pass for all forms of Olympic coverage.  3 billion subscribers in 20 countries.  No dividend, but they could pay one.  It could even get acquired.  Investors are concerned about US advertising.  They have upcoming negotiations with Comcast.  He thinks they will secure rights for many forms of distribution.

Price:
$33.960
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-06-29 TOP PICK Magna-Int-l.--A-
MG-T
Michael Simpson, CFA

Good exposure in Europe.  10 times earnings and 6 times cash flow.  22%, 5 year dividend growth rate.  Well managed company and more room for them to add content to car manufacturers.  Thinks we are in the 5th inning of the auto cycle.

Price:
$68.930
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2015-06-29 TOP PICK SPDR-Health-Care-E.T.F.
XLV-N
Richard Croft

The healthcare sector should probably be one of your core sectors holdings and you can hold this for the long-term. It is a play on major US healthcare providers. There is going to be continued consolidation in the sector, because margins will be squeezed.

Price:
$74.150
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
No
2015-06-29 TOP PICK BMO-Equal-Weight-US-Banks-ETF
ZBK-T
Richard Croft

Not hedged, but you could use BMO Equal Weight US Banks Hedged to CAD (ZUB-T). This is your choice. The thesis is that as interest rates start humping up, you want to be in the banking sector as their margins will improve. As margins improve, credit quality gets better. Thinks the economy is stronger than a lot of people think, and that the banks are going to lead that.

Price:
$18.680
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
No
2015-06-26 TOP PICK Enbridge-Income-Fund-Holdings
ENF-T
David Cockfield

He has been selling ENB-T and buying this.  They are predicting a 10% increase in the dividend in September and possibly another in December.  He bought it for the yield.  It’s not going to be exciting, but it will be a safe, stable investment.

Price:
$35.110
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-06-26 TOP PICK iShares-N.A.-Technology-ETF
IGM-N
David Cockfield

You get US exposure and are able to participate in the Technology area.  It is relatively safe and you get a kicker out of the US dollar which he thinks will be strong for the next 6 to 9 months.

Price:
$105.720
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-06-26 TOP PICK Mirasol-Resources
MRZ-X
Brent Cook

(A Top Pick March 4/14. Down 45.96%.) Very cheap. Have a market cap of $38 million and $21 million in cash. Have a very strong joint venture with Yamana Gold (YRI-T) on a project in Chile. Management is one of the best explorationists out there.

Price:
$0.900
Subject:
JUNIOR EXPLORATION
Bias:
BEARISH
Owned:
Yes
2015-06-26 TOP PICK Pilot-Gold
PLG-T
Brent Cook

Likes management. Note that there is nothing immediately happening. It’s not something to chase, but just accumulate over the summer. Turkey is not bad at all, it is a democratic system. Their mining code is working. He thinks they have permitted 10 mines in 10 years. This company is technically very, very competent. Sitting on $15 million. They have one discovery that they made, which they have 40% of. The TV Tower project is multiple centres of mineralization, copper, copper/gold, silver. They are just now getting the opportunity of drilling it like they should, so he likes the potential there.

Price:
$0.620
Subject:
JUNIOR EXPLORATION
Bias:
BEARISH
Owned:
Yes
2015-06-26 TOP PICK Reservoir-Minerals
RMC-X
Brent Cook

A great group. Have about $30 million in cash, that will last them 5 years at the rate they spend it. Have a joint venture with Freeport and made a discovery of a high grade, high sulfidation copper/gold system, and basically have 65 million tons of 2.1% copper and 1.2 g of gold. Very rich and very economic. Freeport is looking for that plus the portion that comes down below it, which should be. They’ve done a lot of to deep drilling and there are 4 rigs on site right now.

Price:
$4.360
Subject:
JUNIOR EXPLORATION
Bias:
BEARISH
Owned:
Yes
2015-06-26 TOP PICK BMO-Low-Volatility-Cdn-Eqty-ETF
ZLB-T
David Cockfield

If you don’t know what the market is going to do this has the upside, but gives you some protection.  It is an anchor in your portfolio.  Approximately a 2% yield.  Over three years it outperformed the TSX because of a lack of energy exposure.

Price:
$26.850
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2015-06-25 TOP PICK Apple
AAPL-Q
Stan Wong

The valuation on this is still very, very solid. Trading on a 13 X forward PE multiple with a 15% long-term growth rate. That puts it at a PEG ratio of 1.0%. Balance sheet is unbeatable with $94 billion in cash. That allowed them to do a $140 billion share buyback. Yield of 1.63%.

Price:
$127.500
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-06-25 TOP PICK CVS-Health-Corp
CVS-N
Stan Wong

The price has done very well, but the valuations are still very reasonable for a name like this. The Affordable Care Act is something that will benefit companies like this for a very, very long time. You can expect to see an increase in generic drug sales and specialty drugs as well. The recent acquisition of Omnicare (OCR-N) is very solid. They bought Target’s (TGT-N) 1,600 pharmacies, which will give them more exposure and scale with the ability of more purchasing power. 20X forward PE with a 14% long-term growth and 1.4 PEG ratio. Dividend yield of 1.33%.

Price:
$105.010
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-06-25 TOP PICK Walt-Disney
DIS-N
Stan Wong

The most dominant media entertainment name out there with its multiplatform of theme parks, consumer products, films and television. Have done brilliant acquisitions, which are going to spell benefits for a very, very long time to come. Just announced they are going to pay a dividend twice a year instead of just once. Dividend yield of 1.15%.

Price:
$114.450
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-06-25 TOP PICK Brinker-International
EAT-N
Craig Millar

1500 restaurants, Chili’s for example.  There is pent up demand because good traffic has not caught up to 2007.  You get a 2% dividend and 5-7% of stock bought back each year.

Price:
$58.610
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2015-06-25 TOP PICK Grandvision-NV
GVNV-AMSTERDAM
Craig Millar

There are 2.4 billion people in the world that need glasses and don’t have them.  They have 6k outlets in 43 countries.  40% of people in Holland need glasses and 85% of seniors need them.  It is a great play on aging.  Low double digit growth.  They are looking at Canada as a possible country to expand into.

Price:
$0.000
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2015-06-25 TOP PICK Wells-Fargo
WFC-N
Craig Millar

Best of breed.  One of the most well respected US banks.  They pay a strong dividend and buy back stock.  They cross sell.  They are a very conservatively managed bank so you have less headline risk.  A good combination of offense and defense.  16% ROE next year.  A great core holding.

Price:
$57.170
Subject:
GLOBAL
Bias:
BULLISH
Owned:
Yes
2015-06-24 TOP PICK Olympus
7733-JP
Charles Lannon

They have a camera business that is small and dwindling, but the lion share of profits comes from medical devices. A global leader in flexible endoscopes (over 70% global market share) and surgical endoscopes. Had a huge accounting and board scandal 3-4 years ago, and completely changed the board and senior leadership and cleaned up their books. Really starting to benefit from this. Dividend yield of 0.39%.

Price:
$0.010
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-24 TOP PICK Capital-One-Financial-Corp
COF-N
Charles Lannon

Decent sized regional US bank with credit cards being a big part of their business. Attractive share price. Trading at about 11X forward earnings. When and if short-term interest rates go up in the US, earnings will grow at a very decent clip. A very strong bank with a very attractive position in the credit card industry. Dividend yield of 1.79%.

Price:
$89.090
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-24 TOP PICK FT-AphaDEX-US-Health-Care
FHH-T
John Hood

All 3 picks are in healthcare. There is a huge wave of baby boomers that will be coming through this market and making demands on the healthcare system. This will exhaust itself in probably 15 years. This is the Canadian hedged version of a US ETF with small-cap companies and has done very, very well in terms of performance, compared to its peers.

Price:
$23.960
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-06-24 TOP PICK New-Flyer-Industries-Inc.
NFI-T
Charles Lannon

The largest manufacturer of commercial buses in North America. Have a very neat system of being able to use one platform to accommodate a variety of fuel technologies. Sees it growing nicely as the services and maintenance business improves. Nice dividend yield of 4.07%.

Price:
$15.280
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-24 TOP PICK SPDR-Health-Care-E.T.F.
XLV-N
John Hood

All 3 picks are in healthcare. There is a huge wave of baby boomers that will be coming through this market and making demands on the healthcare system. This will exhaust itself in probably 15 years. This one has a lot of the big guys in that, such as Pfizer, Johnson & Johnson, Merck, etc.

Price:
$75.680
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-06-24 TOP PICK BMO-EqWt-US-HthCare-Hedged-CAD
ZUH-T
John Hood

All 3 picks are in healthcare. There is a huge wave of baby boomers that will be coming through this market and making demands on the healthcare system. This will exhaust itself in probably 15 years. The nice thing about this one is that it is not just Pharma, but has some hospital management services, other kinds of care facilities, etc.

Price:
$44.820
Subject:
ETF's & OPTIONS
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-06-23 TOP PICK Allied-Properties-REIT
AP.UN-T
Derek Warren

You don’t get this one on sale very often.  It has really come off.  It is an opportunity to get into it.  They have developments coming on line and good retail properties.  This is a nice opportunity.  They are continuing to diversify geographically.

Price:
$36.070
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2015-06-23 TOP PICK Boyd-Group-Income-Fund
BYD.UN-T
Paul Taylor

Businesses in the US.  325 collision repair shops.  Insurance companies like to deal with a larger company.  There are lots of M&A opportunities for them.  They are professional managers of the shops.

Price:
$53.490
Subject:
CANADIAN
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-06-23 TOP PICK Calloway-REIT
CWT.UN-T
Derek Warren

He is very excited about this one.  It was not always a very clean structure.  They had the Smart Center vehicle that was off to the side.  They have internalize that now and brought that whole development team inside.  They developed basically all the Wal-Mart’s across Canada.  You combine that with the growth opportunity with their existing portfolio and you have a mix of stablity and growth.  It deserves a higher multiple in the market.  5.4% yield.  They don’t have pricing power over Wal-Mart, but Wal-Mart attracts other great tenants. 

Price:
$29.620
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2015-06-23 TOP PICK Element-Financial
EFN-T
Paul Taylor

It is a specialty financial services company in a sweet spot.  It is working well.  They are adding more business.  The business book will double this year.  They just raised capital to go after a business of GE-N’s.  Hopefully, there will be a meaningfully accretive acquisition.

Price:
$18.550
Subject:
CANADIAN
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-06-23 TOP PICK Parkland-Fuel-Corp
PKI-T
Paul Taylor

It is a business in the energy space.  They are the largest consolidator of non-urban fuel distribution centers in Canada.  They are in a good situation to further consolidate the industry.  They are well positioned.  You get paid to wait. 

Price:
$25.810
Subject:
CANADIAN
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2015-06-23 TOP PICK WP-Glimcher-Inc
WPG-N
Derek Warren

A US REIT that owns malls with grocery anchors, spun out from Simon properties.  They are a misunderstood company because they are so new.  They were beat up too much and have a 7% yield.

Price:
$13.810
Subject:
REIT's
Bias:
BULLISH on REITs
Owned:
Yes
2015-06-22 TOP PICK Agrium
AGU-T
Peter Brieger

Prefers over the others.  Has a great capacity to increase dividends going forward as well as a good yield now.  They can increase their dividend a lot and only be at a 50% payout ratio in a couple of years.  The new management is doing well.

Price:
$126.710
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-22 TOP PICK Canadian-National-R.R.
CNR-T
Michele Robitaille

She likes the dynamics of the rail industry.  Barriers to entry are almost insurmountable.  Consistent annual pricing gains.  They have increased their market share in intermodal.  Their operating efficiency is at the top end of the industry.  They have the capability to get around Chicago which is a very congested area.  The balance sheet is looking good.  There should be continued share buy backs and dividend increases.

Price:
$75.280
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
CAUTIOUS
Owned:
Yes
2015-06-22 TOP PICK Manulife-Financial
MFC-T
Michele Robitaille

(Top Pick May 23/14, Up 22.75%) It is in the initial stages of finding a new trading range.  Their investor day was very beneficial to the stock.  Higher rates would benefit this company.  You will have stronger core earnings growth than from the banks.  10-12% growth beyond 2016.  She also likes their Asian platform.

Price:
$23.800
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
CAUTIOUS
Owned:
Yes
2015-06-22 TOP PICK Manulife-Financial
MFC-T
Peter Brieger

It has a low payout ratio and can grow its dividend.  A clear driver is the wealth management business.  Another is Asia (except China and Japan).

Price:
$23.800
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-22 TOP PICK Pembina-Pipeline-Corp
PPL-T
Michele Robitaille

They have the end to end value chain.  They have the network advantage.  Their earnings are becoming more stable.  Very stable contracted revenue streams.  They continue to announce new projects and to move them forward.  They can continue to grow in this environment.

Price:
$41.270
Subject:
HIGH YIELD EQUITIES & REITS
Bias:
CAUTIOUS
Owned:
Yes
2015-06-22 TOP PICK Toronto-Dominion
TD-T
Peter Brieger

He likes it in order to get access to the US.  He looks for better growth in the street and given their deposit base, a quarter point interest rate increase and the net returns from deposits would create $0.60 per share. 

Price:
$53.640
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-06-19 TOP PICK AGT-Food--and--Ingredients
AGT-T
Peter Imhof

Produces lentils, chickpeas and gluten-free pasta. More and more people are looking for healthier diets. They are looking for protein outside of red meat. Last quarter their EBITDA was up about 33%. Have done a very good job of increasing margins. The whole macro environment is doing well for them. There has been a bad crop of lentils and chickpeas in India. They signed a couple of joint venture deals, where they are producing more at higher margins. Margins are very high on gluten-free pasta. There have been a lot of acquisitions in the space at much higher multiples, and thinks this will eventually get taken out.

Price:
$31.980
Subject:
NORTH AMERICAN - SMALL
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-19 TOP PICK CRH-Medical-Corp.
CRH-T
Peter Imhof

In terms of management, they are a little more conservative than some of the others. They were in the haemorrhoid business, but do a lot of anaesthesia for colonoscopies, etc, and that business has been growing very rapidly. Made a transformative acquisition at the end of last year, and are on the cusp of probably making a couple more over the next 6 months or so. Recent quarter was very strong and expects Q2 to be strong as well.

Price:
$4.110
Subject:
NORTH AMERICAN - SMALL
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-19 TOP PICK Extendicare-Inc
EXE-T
Benj Gallander

They are in the process of selling their US operations (closes at the end of this month).  They are expanding in Canada.  They are a leader in the market.  They have a debt load that is a little more than he likes to see.  A good payout.  He can see it doubling.

Price:
$7.520
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2015-06-19 TOP PICK Malibu-Boats-Inc
MBUU-Q
Peter Imhof

They make performance board boats, where you can do weight boarding behind them. Earnings and margins have continued to increase. Last quarter revenues were up 28% and net income was up quite a bit. Margins are very strong. In the last 3 years, the compounded annual growth rate was about 37% in earnings growth, and the multiple over the next 12 months is only around 15X earnings.

Price:
$22.660
Subject:
NORTH AMERICAN - SMALL
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-19 TOP PICK Orvana-Minerals
ORV-T
Benj Gallander

Orvana is a very small gold mining company. They have two plays, one in Bolivia and one in Spain. The mine in Bolivia may have 5-6 years left on the mine's life, while the one in Spain may only have a couple of years left (trying to extend it though).  They have lowered their debt, but have kept some debt on their books because they were cautious of what the Bolivian government might do.  He could see it going over a dollar.

Price:
$0.290
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2015-06-19 TOP PICK United-Security-Bancshares-Inc
USBI-Q
Benj Gallander

Pays a dividend.  Making a little bit of money, trading at about 2/3rds of book value.  Insiders own about 7%.  If it has a good quarter or two the stock price could jump very nicely.

Price:
$8.250
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
Showing 1 to 60 of 21,133 entries
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