Stockchase Recent Top Picks RSS Recent Top Picks by Experts http://www.stockchase.com/ en Hudson Bay Co. <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">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%.</span></p> http://www.stockchase.com/opinions/view/148416 Tue, 30 Jun 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148416 Stella-Jones Inc. <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">This is into railway ties and utility poles, and has years and years ahead in those areas. Dividend yield of 0.77%.</span></p> http://www.stockchase.com/opinions/view/148415 Tue, 30 Jun 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148415 Premium Brands Holdings Corp <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">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%.</span></p> http://www.stockchase.com/opinions/view/148414 Tue, 30 Jun 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148414 Tucows Inc <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">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.</span></p> http://www.stockchase.com/opinions/view/148389 Tue, 30 Jun 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148389 CRH Medical Corp. <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">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.</span></p> http://www.stockchase.com/opinions/view/148388 Tue, 30 Jun 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148388 Constellation Software Inc. <p><span style="color: red; font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;"><strong>(A Top Pick June 19/14. Up 100.22%.)</strong></span><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;"> 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.</span></p> http://www.stockchase.com/opinions/view/148371 Tue, 30 Jun 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148371 Canadian Natural Rsrcs <p><span style="color: red; font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;"><strong>Covered Call. </strong></span><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">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.</span></p> http://www.stockchase.com/opinions/view/148362 Mon, 29 Jun 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148362 BMO Equal Weight US Banks ETF <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">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.</span></p> http://www.stockchase.com/opinions/view/148361 Mon, 29 Jun 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148361 SPDR Health Care E.T.F. <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">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.</span></p> http://www.stockchase.com/opinions/view/148360 Mon, 29 Jun 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148360 Magna Int'l. (A) <p>Good exposure in Europe.&nbsp; 10 times earnings and 6 times cash flow.&nbsp; 22%, 5 year dividend growth rate.&nbsp; Well managed company and more room for them to add content to car manufacturers.&nbsp; Thinks we are in the 5<sup>th</sup> inning of the auto cycle.</p> http://www.stockchase.com/opinions/view/148341 Mon, 29 Jun 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148341 Cargojet Inc <p>The number one air cargo provider in Canada.&nbsp; They do a great job of moving packages and goods every night.&nbsp; Large contracts with Canada Post and UPS.&nbsp; Their business is more contractual rather than spot and when investors recognize this they will do well.</p> http://www.stockchase.com/opinions/view/148340 Mon, 29 Jun 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148340 Discovery Communications Inc <p>European broad pass for all forms of Olympic coverage.&nbsp; 3 billion subscribers in 20 countries.&nbsp; No dividend, but they could pay one.&nbsp; It could even get acquired.&nbsp; Investors are concerned about US advertising.&nbsp; They have upcoming negotiations with Comcast.&nbsp; He thinks they will secure rights for many forms of distribution.</p> http://www.stockchase.com/opinions/view/148339 Mon, 29 Jun 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/148339