stockchase picture

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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-03-30 TOP PICK High-Arctic-Energy-Services-Inc
HWO-T
Martin Davies

They confused everyone with the name.  Their biggest earnings generator is in New Guinea.  They have an island and two new rigs being built.  Good solid dividend of 5%+ and a good revenue stream.

Price:
$0.000
Subject:
CANADIAN OIL & GAS
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-30 TOP PICK Imperial-Oil
IMO-T
Martin Davies

They have gone ahead and affected a lot of assets.  They spent a lot recently in CapX.  They are well managed and a great growth company.  Only 23% in debt.  Downstream assets have huge earnings power.  They earned as much in refining as in upstream operations.

Price:
$0.000
Subject:
CANADIAN OIL & GAS
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-30 TOP PICK PrairieSky-Royalty
PSK-T
Martin Davies

They don’t have to spend any money at all.  There is going to be some reduction in activity on their lands, but they are low decline rate fields. 

Price:
$0.000
Subject:
CANADIAN OIL & GAS
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-27 TOP PICK Keppel-Corp-Ltd.
KEP-SP
Darren Sissons

(BNN shows the symbol as KPELF-PK, but my search through Globe & Mail and Bloomberg could find nothing. However, our site does have this under KEP-SP and they are both about oil rigs, so am presuming it is the same company.) A conglomerate that is active in the offshore oil reconstruction and ship repair market. They also have a property business. Has increased its dividend for 24 consecutive years. Good balance sheet and excellent management. A long-term story.

Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-27 TOP PICK Unilever-NV
UN-N
Darren Sissons

Has the largest emerging market exposure of consumer staples. The market doesn’t like that right now, but that is obviously a mistake as the emerging markets are growing much faster than what we have in developed economies. The dividend grows periodically. Balance sheet is fine. Yield of 3.12%.

Price:
$42.490
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-27 TOP PICK Vodafone-Group-PLC
VOD-Q
Darren Sissons

The European market has changed in terms of the outlook for growth for telecom companies. This company goes around the world buying small operations, grows and then sells them off. Good management. Yield of 3.12%.

Price:
$33.460
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-26 TOP PICK Alacer-Gold-Corp
ASR-T
Benj Gallander

Lots of money and no debt and they are expanding their copper deposit.  Companies have been looking at them and they could get possibly taken over at some point.

Price:
$2.680
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2015-03-26 TOP PICK Baytex-Energy-Corp
BTE-T
Jeff Young

(Top Pick May 22/14, Down 54.04%) He probably should have sold and come back later.  It has good assets and a good cost base and they are a good company.  When oil prices start to recover they will be a prime beneficiary of that.  It is a high quality company and just needs some support from oil prices.  He is not suggesting people back the truck up but just put a toe in.  6% yield.  The Saudis can’t produce oil for the entire world and no one but they can make money at these levels.

Price:
$20.020
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-03-26 TOP PICK Cathedral-Energy-Services
CET-T
Benj Gallander

They cut their dividend in half.  They cut their capital spending in half.  They cut half their labour cost.  They have a reasonably good balance sheet.  It is a good time to buy in now.  They are smartly managed and a number of companies in this sector will go bankrupt or chapter 11 so this will eliminate competition.

Price:
$2.010
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2015-03-26 TOP PICK First-United
FUNC-Q
Benj Gallander

Good financial ratios and capitalization ratios.  If they start repaying a dividend he can see a cent or two a quarter and then moving up from there.  Thinks they will start the dividend this year.  A nicely managed company.

Price:
$8.570
Subject:
CONTRARIAN INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2015-03-26 TOP PICK Pembina-Pipeline-Corp
PPL-T
Jeff Young

It has come down quite a bit, but he likes the assets.  They touch more than half the oil moving around Alberta.  They have assets where he expects development to continue.  They have a decent dividend and decent growth prospects.  If we run into more troubled commodity prices for longer there will be pressure on the stock price, but as for the information they have now, it is in the stock price.

Price:
$40.390
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-03-26 TOP PICK Westjet-Airlines
WJA-T
Jeff Young

It has come off a bit after doing very well.  It is the perpetual problem with airlines where they overbuild capacity and demand is not there to keep it up.  They are expanding into more holiday travel.  It sold off on the Western Canada worries and he thinks it is overdone.  They have this economy of premiums and they continue to find ways to add to their revenue line.  The risk is if the economy turns down and air travel falls.

Price:
$29.600
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2015-03-25 TOP PICK Canam-Group-Inc.
CAM-T
James Hodgins

Commercial construction the US.  They also offer architectural and design services.  More than a $ billion back log.

Price:
$12.560
Subject:
MARKET NEUTRAL INVESTING
Bias:
NEUTRAL
Owned:
Yes
2015-03-25 TOP PICK Element-Financial
EFN-T
John Wilson

Announced a new Chairman today.  The chairman is now separate from the CEO position.  Pretty strong organic growth.  Earnings growth in the 30% or better range.  16 times this year’s and 12 times next year’s earnings.  They won’t pay cash taxes for a long time.  He has had it for a couple of years.

Price:
$16.550
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2015-03-25 TOP PICK Hudson-Bay-Co.
HBC-T
John Wilson

They have tremendous real estate in every city across the country.  You add to that what Saks had and he feels it is a tremendously undervalued company.  It is run by someone who is a real estate guy who is really good at surfacing value from real estate. 

Price:
$25.560
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2015-03-25 TOP PICK Pfizer-Inc
PFE-N
John Wilson

Has been a sleepy pharma stock.  He likes it because of a big hoard of off-shore cash and they announced a deal in February that will give them a lot of synergies and allow them to grow earnings.  He thinks breaking up the company will bring out value as well.

Price:
$34.300
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2015-03-25 TOP PICK The-Score-Inc.
SCR-X
James Hodgins

They had $16 Million on the balance sheet but just raised equity and he thinks this is for an acquisition.  In the mean time you have massive growth in the app.  It is getting to that kind of scale where you are going to see big increases in their advertizing revenue.  Ultimately, someone like FB-Q would take them out.

Price:
$0.660
Subject:
MARKET NEUTRAL INVESTING
Bias:
NEUTRAL
Owned:
Yes
2015-03-25 TOP PICK TeraGo-Inc.
TGO-T
James Hodgins

Originally a pure connectivity play.  They acquired a company recently and are now cross selling to the acquired company’s customers.  It could cause the stock to double at some point.

Price:
$7.400
Subject:
MARKET NEUTRAL INVESTING
Bias:
NEUTRAL
Owned:
Yes
2015-03-24 TOP PICK Crombie-Real-Estate-Investment-Trust
CRR.UN-T
David Baskin

A 6.69% dividend.  He doesn’t care if interest rates go up a bit.  It is owned by the Sobeys family.  They expanded to Western Canada so there is more growth coming to them.  The terrific dividend is probably still going to grow in 2015.

Price:
$13.470
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-03-24 TOP PICK Concordia-Healthcare
CXR-T
Michael Smedley

He has held it for a long time.  He is contemplating adding to it again.  It is a Valiant want-to-be.  It will have to get into bigger acquisitions.

Price:
$85.960
Subject:
CANADIAN
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2015-03-24 TOP PICK Express-Scripts-Inc
ESRX-Q
David Baskin

It’s like a buyer’s group.  They are a toll road for drugs, getting profit off a spread between the usual price and a lower one they negotiate based on the bulk they are dealing with.  The payout ratio is small so it can go up a lot.  You don’t care who has the best drug.

Price:
$84.060
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-03-24 TOP PICK Goldman-Sachs
GS-N
David Baskin

It is probably the best investment bank in the world, and they passed their stress test so they could increase their dividend.  He also expects share buy backs.  Buying back shares when at book value is a very good use of capital.

Price:
$191.280
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-03-24 TOP PICK Limoneira-Co
LMNR-Q
Michael Smedley

This is the Sunkist of Lemons.  They are now using their fabulous real estate holdings for lemons.  They are buying into a look-alike situation in Chile. 

Price:
$23.070
Subject:
CANADIAN
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2015-03-24 TOP PICK Noront-Resources-Ltd.
NOT-X
Michael Smedley

He has been in it for a long time.  It is the only minable deposit of chromite in North America.

Price:
$0.485
Subject:
CANADIAN
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2015-03-23 TOP PICK SalesForce.com-Inc.
CRM-N
John Stephenson

This is one of the best cyclical technology stocks.  They are rolling out `wave` and growing quickly in the 25-30% range for cash flow.  It still has upside to come.  This is early stage to a growth roll out.

Price:
$67.660
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-23 TOP PICK Horizons-S-and-P-500--C--Hedged-
HXS-T
Brooke Thackray

S&P 500 tracking, hedging the currency.  The broad market is not a bad place to be right now.  The S&P tends to outperform the TSX this time of year.  A one to two month hold.

Price:
$47.230
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2015-03-23 TOP PICK Pacific-Rubiales-Energy-Corp.
PRE-T
John Stephenson

Short. They were not able to extend the life of the rubiales field, which drives 40% of their value in production, a balance sheet that is getting worse, there is a lot of insider selling, their reserves are grossly overstated, and they are giving to a charity they control.  It is likely to face a reserve write down and then eventual extinction.

Price:
$3.230
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-23 TOP PICK Spirit-Airlines-Inc.
SAVE-Q
John Stephenson

Airlines are trading at very low multiples compared to other transportation.  It is dirt cheap.  An ultra low cost carrier.  Flies to major domestic cities.  Best margin in the business.  It is not a business travelers` airline.  They do 13% more flights per day with their planes than other carriers.

Price:
$77.710
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2015-03-23 TOP PICK Sysco-Corp
SYY-N
Brooke Thackray

It is a consumer staples stock and already starting to show positive signs.  Normally it does not have seasonal strength until April 23rd, but now is the time to get into it this year.  A one to two month hold.

Price:
$38.660
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2015-03-23 TOP PICK SPDR-Cons-Discretionary-ETF
XLY-N
Brooke Thackray

Has done well because of the under exposure to foreign exchange.  If we start to see it weaken in the next month it is time to move on.  A one to two month hold.

Price:
$76.640
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2015-03-20 TOP PICK CCL-Industries--B-
CCL.B-T
Norman Levine

(Top Pick Mar. 21/14, Up 48.83%) Canadian multinational.  Bought part of Avery last year and it turned out to be great.  95% of revenue is non-Canadian.  As customers around the world expand, they go with them.  Low multiple and the dividend grows a lot.

Price:
$136.050
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Yes
2015-03-20 TOP PICK Callaway-Golf
ELY-N
Norman Levine

It is a turnaround story.  The ones that do work usually take longer than people expect it to but the benefits are then usually bigger than people expect them to be.  Improved balance sheet, distribution, manufacturing, and product line and the company is gaining market share against the compeition.  Last year they were hurt by a bad winter and spring and half their revenue is outside the US so the strong US dollar has hurt them.

Price:
$8.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Yes
2015-03-20 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Norman Levine

Highly volatile stock but everything in it is old news.  The latest thing to hurt them were criminal charges from the RCMP based on what happed to them in the past.  Canadian law states if you are a company and convicted, you can’t bid on government work forever.  The company has not been convicted yet.  This is an election year in Quebec and this is a Quebec company.  He thinks this law will likely be changed.  They raised their dividend and companies in trouble don’t raise their dividend.

Price:
$40.820
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on EUROPE
Owned:
Yes
2015-03-19 TOP PICK Constellation-Software-Inc.
CSU-T
Robert McWhirter

Record high today.  Has had an incredible run.  Growth is still impressive.  Organic and growth by acquisition.  3% free cash flow yield and 19% return on assets.  The stock is less volatility than others on the market.  20% growth expected this year and 22% next year.  1.14% dividend yield.

Price:
$446.000
Subject:
CANADIAN & TECHNOLOGY
Bias:
SELECTIVE
Owned:
Yes
2015-03-19 TOP PICK Harley-Davidson
HOG-N
Andy Nasr

Likes it because the valuation is a lot more compelling than it has been.  The stock came under pressure with concerns of a higher US weighted dollar.  He thinks the concerns are overblown.  It is consumer spending and household formation in the US that will drive it.  The entry point is very attractive.

Price:
$61.180
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-03-19 TOP PICK InterRent-REIT
IIP.UN-T
Andy Nasr

Likes the apartment sector in Canada.  Shorter leases and about 40% turnover so with inflation you can capture higher rates.  Rock solid balance sheet and they just made a major accretive acquisition – a redevelopment play.  You are buying at a discount and you will get dividend growth.  They make improvements and get above guideline rent increases.

Price:
$6.270
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-03-19 TOP PICK Ryder-System-Inc.
R-N
Andy Nasr

At a decent valuation and it touches every aspect of the US economy, which will do well.  It is an alternative to railway stocks.  They have a sizeable fleet.  They are the largest operator in the US.

Price:
$96.990
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2015-03-19 TOP PICK Tecsys-Inc
TCS-T
Robert McWhirter

Very illiquid stock.  Don’t rush out with market orders.  Keep orders under $10.  3.3% cash flow yield.  42% growth next year. 

Price:
$9.570
Subject:
CANADIAN & TECHNOLOGY
Bias:
SELECTIVE
Owned:
Yes
2015-03-19 TOP PICK Valeant-Pharmaceuticals
VRX-T
Robert McWhirter

Acquired Biovale.  3.4% free cash flow this year and 10% return on assets.  In the midst of acquiring a company that will be accretive to earnings so they grow 42% this year and 58% next year.  10.7 times PE.  If this performs as expected it will likely be the largest cap company in the index, surpassing Royal Bank.

Price:
$260.480
Subject:
CANADIAN & TECHNOLOGY
Bias:
SELECTIVE
Owned:
No
2015-03-18 TOP PICK Artis-Real-Estate-Investment-Trust
AX.UN-T
Michael Missaghie

NAV is close to $17. This has a very stable yield. Payout ratio has been brought down to about 85%. Investors are probably not giving them enough credit in that about a quarter of their assets are now in the US. Expects they will face some headwinds with respect to their Calgary office exposure. Yield of 7.31%.

Price:
$14.860
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2015-03-18 TOP PICK Boston-Properties
BXP-N
Michael Missaghie

A very, very high quality asset base of office properties, located in key urban centres in the US, such as Manhattan, San Francisco, Boston. Thinks they will be a beneficiary of the recovery in the US, as there will be more demand for office space. Very sound management team. Yield of 1.88%.

Price:
$141.130
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2015-03-18 TOP PICK Carter-s-Inc
CRI-N
Mohsin Bashir

80% of new moms shop at this store. The big push for this company is being able to drive international sales. Right now 90% of their sales are in the US. Management initiated a dividend in 2013, and at the top of every year have been increasing it. The most recent one was a 19% increase. The near term push for this is going to be 80 more new stores in Canada over the next 5 years, and the long-term push is going to be China. They are a supplier to Wal-Mart (WMT-N) and Costco (COST-Q). Yield of 0.96%.

Price:
$91.680
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-18 TOP PICK InterRent-REIT
IIP.UN-T
Michael Missaghie

Apartment REIT. Has a management team that is well aligned with a history of creating value for shareholders. Trading well below its NAV. They recently raised equity at around $6.40, and he thinks that capital is going to be invested into acquisitions, development and re-development. The stock got hit because of a large repositioning effort on a property in Ottawa that needs to flow through in terms of driving free cash flow. Payout ratio is around 70%. Yield of 3.68%.

Price:
$6.100
Subject:
REIT's
Bias:
SELECTIVE
Owned:
Yes
2015-03-18 TOP PICK Qualcomm
QCOM-Q
Mohsin Bashir

Part of the reason for controversy has been China’s antitrust investigation. That is now behind them. They also had OEMs in China that were underreporting revenues, which is being resolved. However, there are some other headwinds. Their chipset business no longer has Samsung or Apple (SSPL-Q) in future iterations of the high end smart phones. To him, that is not really a huge issue, as their core business comes from the licensing business. Management has committed 75% of the free cash flow back to the shareholders through dividend increases and a $10 billion share buyback over the next 12 months. Dividend yield of 2.73%.

Price:
$70.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-18 TOP PICK Toronto-Dominion
TD-T
Mohsin Bashir

This would be his top bank given the push that they have in the US. They have had great success in being able to build out there retail franchise. Approximately 22% of their adjusted earnings come from US retail banking. In terms of being able to compete and benefit from a US tilt, this is probably one of the best banks. Trading at a reasonable valuation of 11.3 X forward earnings. Dividend yield of 3.78%.

Price:
$54.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-03-17 TOP PICK Alamos-Gold-Inc
AGI-T
Ross Healy

A cheap gold company and a stunning balance sheet.  You have to hold golds in your portfolio with what central banks are doing around the world.  It is insane and eventually these things catch up.

Price:
$7.060
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-17 TOP PICK Bank-of-Montreal
BMO-T
Ross Healy

Has set back very nicely to a very favourable level to purchase and has a nice dividend and a big upside potential.  He buys the cheapest bank he can find.

Price:
$76.250
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-17 TOP PICK iShares-Global-Agriculture-ETF
COW-T
John DeGoey

Agriculture. This is something he has been recommending a fair bit for the past while. Agricultural commodities from around the world. He thinks we are at the point where we have 7 billion people and a population that is going up. The amount of mouths that have to be fed is increasing.

Price:
$33.130
Subject:
PERSONAL FINANCE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-03-17 TOP PICK iShares-S-and-P-Global-Water-E.T.F.
CWW-T
John DeGoey

Water. This is the usual pipelines, sewers, desalinization plants, etc. Only about 1% of the world’s water is fresh water, and even some of that is starting to melt. This is going to be a really important play down the road, because there are parts of the world that do not have access to clean water. It is going to become more and more of a geopolitical issue.

Price:
$27.180
Subject:
PERSONAL FINANCE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-03-17 TOP PICK Flextronic-International
FLEX-Q
Ross Healy

He likes the high tech area of the US market.  He doesn’t want to chase biotechs.  Their earnings are going up and fair market values are big so the stocks look attractive.  You might want to hold on while it runs up against a breakout point of $12.50.  If it gets above it then it is gone for a nice move.

Price:
$11.950
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-03-17 TOP PICK BMO-Global-Infrastructure-ETF
ZGI-T
John DeGoey

Infrastructure. When you look at tangibles and when you look at things that are going to be equity based, in a world where growth slows considerably you have to look for things that will pretty much guarantee to have money no matter what. Infrastructure is crumbling and everywhere you look they are rebuilding. This is a global product.

Price:
$34.350
Subject:
PERSONAL FINANCE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2015-03-16 TOP PICK ATS-Automation
ATA-T
Andrew Hamlin

There is this pickup in the global trend of manufacturing automation.  Trades slightly cheaper than Rockwell, for example.  As we see global production picking up they will do well here.  Estimates have been reset over the last quarter here and so the company has more attainable growth estimates now.  There is organic as well as margin growth possible here.

Price:
$13.710
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Yes
2015-03-16 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Bruce Campbell (1)

Just made a small US acquisition. Had pulled back into the $46 area which is where he bought. For the 1st time, with a bit more earnings estimates increases, you have a multiple under 20 times. This gives you a growth stock of US consumer and European. There are lots of things more that they can do. Yield of 0.37%.

Price:
$48.130
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-03-16 TOP PICK CitiGroup
C-N
Andrew Hamlin

It is going to get a kick in the pants and get moving here.  This is a multi-year trade for income markets.  We are going to see a tremendous amount of capital fed back to investors here.  He was impressed with how they have tried to fix their problem assets.  They will do well in a rising rate environment.  A decent way to play it.

Price:
$53.690
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Yes
2015-03-16 TOP PICK Discover-Financial-Services-LLC
DFS-N
Andrew Hamlin

The general improving economy theme.  Predominantly a US play, targeting the middle income earner who uses credit.  Credit cards should do very well.  This one actually takes credit risk, which it is now the time to do.  They did well in the stress test. There are share buy backs.  It has been an underperformer against Visa and MasterCard. 

Price:
$59.500
Subject:
NORTH AMERICAN - INCOME
Bias:
BEAR
Owned:
Yes
2015-03-16 TOP PICK Merck--and--Company
MRK-N
Bruce Campbell (1)

Doesn’t see a home run for this, but he does see $63-$64 in 12 months. This has been flat, and is in a hot group. They have a lot of acquisitions and divestitures and have raised the dividend. Also, doing a huge buyback, which they do every year. Yield of 3.15%.

Price:
$57.120
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-03-16 TOP PICK Nike-Inc
NKE-N
Bruce Campbell (1)

Will be reporting on Thursday. In the last quarter, they reported 15% growth, a lot of it from China in shoes. They have a whole bunch of avenues. They are in every sport. The soft sport for them is golf. The US$ is a headwind for them as it is for a lot of US multinationals, so you have to watch that. Yield of 1.16%.

Price:
$96.440
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-03-13 TOP PICK AGT-Food--and--Ingredients
AGT-T
Gavin Graham

Lentils. 10% of the world’s food intake is pulses, which is lentils, peas, etc. Was a hot growth stock after it went public in the late 2000’s. Rained a lot in 2010 which wiped out the lentil crop in Saskatchewan. It has come back and they do $1 billion in sales. The largest global exporter of lentils with operations in Turkey and Australia. Started to get into food ingredients, so have gone into a joint venture. Yield of 2.31%.

Price:
$26.400
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2015-03-13 TOP PICK Dorel-Industries
DII.B-T
Gavin Graham

40% of revenue is from bikes, but also has baby strollers. They bought a Hong Kong based manufacturer of car seats, which makes them #3 in China, which should be a very interesting growth part. Trading at 15X earnings with a yield of about 4.07%.

Price:
$37.200
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2015-03-13 TOP PICK Novartis-AG
NVS-N
Gavin Graham

A Swiss healthcare company. One of the top 6 drug companies globally. Has major strength in cancer and multiple sclerosis. Able to do mid to high single digit revenue growth in underlying Swiss franc terms, which gives you low double-digit earnings growth. Did a big reorganization of its portfolio last year. Yield of 2.92%.

Price:
$97.040
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 60 of 20,745 entries
First Previous 1 2 3 4 5 Next Last