Stockchase Recent Top Picks RSS Recent Top Picks by Experts http://www.stockchase.com/ en AGT Food & Ingredients <p>This has been an off year for them. The pulse market has been somewhat in the doldrums. The perennial problem with the fumigation issues on importing pulses into India, has surfaced again. Over time, the company has been diversifying into ingredients for human and pet consumption. They&rsquo;ve recently just bought some more transportation access to a port facility. Dividend yield of 2.4%. <em>(Analysts&rsquo; price target is $35.)</em></p> http://www.stockchase.com/opinions/view/173821 Fri, 21 Jul 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/173821 Encana Corp <p>Just reported and the street was impressed. This is one of North America&rsquo;s leading energy producers with a diverse portfolio of plays in 4 critical areas, that are all doing extremely well. Assets they own are among the best in North America. They&rsquo;ve improved their balance sheet in the last year or 2. They have a five-year plan to increase production and cash flow. Dividend yield of 0.7%. <em>(Analysts&rsquo; price target is $12.25.)</em></p> http://www.stockchase.com/opinions/view/173820 Fri, 21 Jul 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/173820 Royal Bank <p>Banks have largely been ignored in terms of their potential for throwing off free cash flow and increasing benefits to shareholders, whether through direct dividends or through international growth. Canadian banks tend to earn 15%-20% domestically on ROE, which throws off a lot of capital that has to be reinvested. It can&rsquo;t all be reinvested in Canada. This bank has a large advantage there. Dividend yield of 3.9%. <em>(Analysts&rsquo; price target is $102.)</em></p> http://www.stockchase.com/opinions/view/173819 Fri, 21 Jul 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/173819 Cominar Real Estate Inv Tr <p>Trading at 60% of its BV and has a payout that is covered. If they were to cut their dividend down to about 8%, a sustainable rate, he thinks the stock would take off. Dividend yield of 11%. <em>(Analysts&rsquo; price target is $14.)</em></p> http://www.stockchase.com/opinions/view/173795 Fri, 21 Jul 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/173795 Fortis Inc. <p>Relatively cheap and trading at about 1.25X BV, which is about as low as the company gets. Not a bad dividend of 3.6% and nice upside potential of about 25% for a utility. It should be clear to about $51. <em>(Analysts&rsquo; price target is $50.)</em></p> http://www.stockchase.com/opinions/view/173794 Fri, 21 Jul 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/173794 Home Capital Group <p>This is back to being a company and not a rank speculation like it was a couple of months ago. There is nothing wrong with the balance sheet. A bunch of American speculators drove this company into the ground. In a couple of quarters, we should start seeing a bounce back in earnings, as well as dividends. <em>(Analysts&rsquo; price target is $17.63.)</em></p> http://www.stockchase.com/opinions/view/173793 Fri, 21 Jul 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/173793 iShares S&P/TSX Gb Base Metals <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;">A basket of all the base metal stocks out there. They have a pretty long downtrend that starts in 2011, and it is just starting to poke its head above a shorter-term break. There are no guarantees, but if we are going to get this pro-growth move, base metals are going to be part of that. Thinks this is a double and a low risk by going to the basket.</span></p> http://www.stockchase.com/opinions/view/173774 Thu, 20 Jul 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/173774 Accenture Ltd. <p>Sort of quasi businesses where you would see some capital spending. They act like the market and have the same beta, but has outperformed the S&amp;P. Chart shows a nice, brilliant trend. They are connected with pretty much every company you could see out there.<em> (Analysts&rsquo; price target is $$133.50.)</em></p> http://www.stockchase.com/opinions/view/173773 Thu, 20 Jul 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/173773 AGF Management (B) <p>This sort of fits in with his pro-growth theme. Financials are part of that. This one is a bit unique. Chart shows a long downtrend, which it broke through in April. You also got a signal in June for the longer-term. They didn&rsquo;t execute very well for the last number of years, and were slow to change. Pays a decent dividend. Thinks there are a lot of tailwinds for this company. <em>(Analysts&rsquo; price target is $7.)</em></p> http://www.stockchase.com/opinions/view/173772 Thu, 20 Jul 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/173772 MacDonald Dettwiler & Assoc. <p>They are trying to be more and more tilted toward the US.&nbsp; They are trying to get more regulatory approvals in the US, which will be a significant catalyst.&nbsp; <em>(Analysts&rsquo; target: $83.00).</em></p> http://www.stockchase.com/opinions/view/173753 Thu, 20 Jul 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/173753 Jamieson Wellness <p>It is the MacDonald&rsquo;s of the vitamin business.&nbsp; It is the number one Canadian consumer health brand.&nbsp; They have more market share than their 5 biggest peers combined.&nbsp; They have exposure in China.&nbsp; He thinks it will be a success-IPO story like DOL-T.&nbsp; It is now going to be a show-me story as they grow their top line.</p> http://www.stockchase.com/opinions/view/173752 Thu, 20 Jul 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/173752 Visa Inc. <p>It is a technology company, a toll collector within that sector.&nbsp; $17 Trillion turns over across the globe.&nbsp; It is becoming more and more &lsquo;electronicified&rsquo;.&nbsp; They are growing and getting more avenues of getting paid.&nbsp; <em>(Analysts&rsquo; target: $105.00).</em></p> http://www.stockchase.com/opinions/view/173751 Thu, 20 Jul 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/173751