Stockchase Recent Top Picks RSS Recent Top Picks by Experts http://www.stockchase.com/ en Airboss of America <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;">Likes the management ownership. There is 27% insider ownership. Also, likes the valuation. Growth in the last quarter was 27%. Balance sheet is pretty good. Dividend yield of 1% is low, but is growing. They have US military business which he likes. Their share count is exactly the same as it was 2001 and earlier. For him that is an absolute winner as a stock. Insiders own a third of the company.</span></p> http://www.stockchase.com/opinions/view/149557 Tue, 04 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/149557 Home Capital Group <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;">Since 2001, this company has not issued a single new share. Management owns 7% and the founder owns $100 million worth of stock. The ROE has always been more than 20% and their Operating Margin has always been more than 50%. They&rsquo;ve never had huge credit losses and have had 13 dividend increases since 2008. Everyone is worried about credit losses, but this company&rsquo;s has always been low. Trading at 7X earnings. In the recession of 2008, the company increased its earnings and increased their dividend twice. Dividend yield of 2.73%.</span></p> http://www.stockchase.com/opinions/view/149556 Tue, 04 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/149556 Progressive Waste Solutions 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;">Picks up garbage from industries, apartments and customers all across North America. There are 2 things he likes about this. Lower fuel costs as the cost of oil goes down, and US is about 60% of their revenue. Last quarter was pretty good, but more importantly they raised their dividend 6% last week. Dividend yield of 1.91%. A nice solid company that won&rsquo;t disappoint you.</span></p> http://www.stockchase.com/opinions/view/149555 Tue, 04 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/149555 United Security Bancshares 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;">A small bank based in Alabama, which did not dilute shares during the recession. Only 6 million shares outstanding. Eliminated their dividend, which they reinstituted last year, and are paying $.02 a quarter. Sees a lot of upside. Target price of $20+. Good capitalization ratios, plus they have the lowest rate of loans in noncompliance in over 5 years. If it moves it could move very quickly because it does not trade a lot.</span></p> http://www.stockchase.com/opinions/view/149532 Tue, 04 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/149532 Rona 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>Reset preferreds March 2016.</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;"> Came out at $25 and are now at $16+, so your payout ratio is pretty good. It won&rsquo;t be as sweet when they reset in March. It will be Bank of Canada rate +2.65%. The company is doing a turnaround. He likes a CEO. They are looking to buy back their franchises, which will cost them some money. That will eventually help the bottom line more.</span></p> http://www.stockchase.com/opinions/view/149531 Tue, 04 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/149531 Extendicare 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;">He likes healthcare and the demographics. Population is getting older and this is a leader in the market. Until recently, they were also in the US marketplace, but sold their holdings for $1.1 billion. They redeployed some Canadian assets and recently acquired another company for about $81 million. Also, looking to possibly do some other takeovers. The Ontario government is looking to increase the fees that they pay for the redevelopment of beds, going from $13+ to $16+. The financial statements are pretty good. Pays a dividend of $.04 a month. He could see this potentially doubling. Oxford Park has moved in as activist shareholders buying over 5%, which might light a bit of a fire under management.</span></p> http://www.stockchase.com/opinions/view/149530 Tue, 04 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/149530