| Date | Signal | Company | Expert | Opinion | Price |
|---|---|---|---|---|---|
| 2013-05-15 | TOP PICK |
Intact-Financial IFC-T |
Todd Johnson |
Market leader in property and casualty business. Stock has been a bit weak lately because of the mandated Ontario auto premium reductions. Likely to earn around $6 a share this year. Payout ratio is about 30%, with a 2.8% dividend yeild. Management has been acquiring businesses, and are likely to continue doing so. |
Price: $58.810 Subject: CANADIAN LARGE Bias: CAUTIOUSLY BULLISH Owned: Yes |
| 2013-05-15 | TOP PICK |
Magna-Int'l---A- MG-T |
Todd Johnson |
Has had a strong run on really good earnings growth. A very profitable business, but not making very much from Europe. If Europe comes back online then earnings will continue to do quite well. |
Price: $65.080 Subject: CANADIAN LARGE Bias: CAUTIOUSLY BULLISH Owned: Unknown |
| 2013-05-15 | TOP PICK |
National-Bank-of-Canada NA-T |
David Baskin |
All banks are down. Good quality blue chip stock with over a 4% dividend. Good growth prospects. All Canadian banks are an absolute BUY right now. |
Price: $74.260 Subject: NORTH AMERICAN - LARGE/MID CAP (GROWTH) Bias: UNKNOWN Owned: Yes |
| 2013-05-14 | TOP PICK |
Alamos-Gold-Inc AGI-T |
Jon Case |
Best in space, operating costs are cheaper than other companies, free cash flow. Estimated P/E Ratio is 18.85. Dividend is $.10 and yield is 1.38 %. It is one of the lowest all-in-costs in this space and has a great defensive name. May see $18-19 in next year. |
Price: $14.410 Subject: PRECIOUS METALS Bias: UNKNOWN Owned: Yes |
| 2013-05-14 | TOP PICK |
B2Gold-Corp- BTO-T |
Jon Case |
( Estimated P/E Ratio is 10.02) Likes the growth and the strong management. High operating costs but lower than senior gold stock companies. Great free flow cash. Internally funded growth is not reflected in its share price. |
Price: $2.350 Subject: PRECIOUS METALS Bias: UNKNOWN Owned: Yes |
| 2013-05-14 | TOP PICK |
Crocotta-Energy CTA-T |
Joanne A. Hruska, CFA |
Almost 10,000 barrels a day of production. Debt not out of control and have grown production. Management team is in their third go-around. |
Price: $3.230 Subject: ENERGY/RESOURCE Bias: UNKNOWN Owned: Unknown |
| 2013-05-14 | TOP PICK |
Enerplus-Corp ERF-T |
Joanne A. Hruska, CFA |
Story They were struggling for quite some time, market hated them, She met with them found that they had excellent valuation and new managment team, a turnaround in the making. Stock went up after they bought, last week. |
Price: $15.930 Subject: ENERGY/RESOURCE Bias: UNKNOWN Owned: Yes |
| 2013-05-14 | TOP PICK |
Gran-Tierra-Energy-Inc- GTE-T |
Joanne A. Hruska, CFA |
Has a wonderful valuation because everybody's hated it for a long time. They just had a discovery in Peru. |
Price: $6.280 Subject: ENERGY/RESOURCE Bias: UNKNOWN Owned: Yes |
| 2013-05-14 | TOP PICK |
Osisko-Exploration-Ltd- OSK-T |
Jon Case |
(Estimated P/E Ratio: 14.95) Best name in this space. Ramping up production towards steady state. Cash costs are going down. Great potential. |
Price: $4.290 Subject: PRECIOUS METALS Bias: UNKNOWN Owned: Yes |
| 2013-05-13 | TOP PICK |
Allied-Properties-REIT AP.UN-T |
Andy Nasr |
Likes because of the development potential. Unique asset class. Thinks the stock is currently undervalued. |
Price: $34.020 Subject: NORTH AMERICAN DIVIDENDS Bias: UNKNOWN Owned: Yes |
| 2013-05-13 | TOP PICK |
Brookfield-Infrastucture-Partners BIP.UN-T |
Andy Nasr |
Consistantly increased their dividend. Good managment. Just made some additional acquisitions which will go right to the bottom line. |
Price: $38.150 Subject: NORTH AMERICAN DIVIDENDS Bias: UNKNOWN Owned: Yes |
| 2013-05-13 | TOP PICK |
Crescent-Point-Energy-Corp CPG-T |
Zachary Curry |
Experienced management team. Dividend above 7% They made a purchase in Utah that he feels will be good growth for them. |
Price: $38.110 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |
| 2013-05-13 | TOP PICK |
Kinross-Gold K-T |
Zachary Curry |
Has new management team. New mines coming on, pretty good cash position. Management is being cautious. Down from 16 to 5.5 so buying now is fine. |
Price: $5.390 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Unknown |
| 2013-05-13 | TOP PICK |
Morguard-North-American-REIT MRG.UN-T |
Zachary Curry |
Management team, with real estate business. REIT is transitioning to move to the US. Rates will stay lower for longer. A long term investment. Balance sheet in good shape. |
Price: $11.340 Subject: NORTH AMERICAN - LARGE Bias: UNKNOWN Owned: Yes |
| 2013-05-13 | TOP PICK |
Quebecor-Inc--B- QBR.B-T |
Andy Nasr |
Owns mobile and wireless media. In two years will be able to produce a dividend, which will push the stock to near $70. |
Price: $44.310 Subject: NORTH AMERICAN DIVIDENDS Bias: UNKNOWN Owned: Yes |