Stockchase Recent Top Picks RSS Recent Top Picks by Experts http://www.stockchase.com/ en Scorpio Mining 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;">What is interesting is that the rock that is being produced is all low-grade production. Just by diverting to high grade, they can really kick up production when the time is right and when we need silver prices much higher. Ridiculously cheap. Good management and good locations.</span></p> http://www.stockchase.com/opinions/view/146393 Fri, 01 May 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/146393 Freehold Royalties <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 has started to add to oils and thought that the royalty was always a good way to get his feet wet. His company has a $20 target on this. Dividend yield of 6.02%.</span></p> http://www.stockchase.com/opinions/view/146392 Fri, 01 May 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/146392 Dream Global REIT <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 wanted to diversify some of his REIT exposure to outside of Canada. Most of the properties they own are in Germany, one of the countries that he thinks is going to do quite well. Great company and well-managed. Dividend yield of 7.86%.</span></p> http://www.stockchase.com/opinions/view/146391 Fri, 01 May 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/146391 Crombie Real Estate Investment Trust <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;">Retail and real estate holding strip mall shopping centres. By square footage, Sobeys is 50%, Shoppers is about 6% and Cineplex is 3<sup>rd</sup>. They have right of 1<sup>st</sup> refusal on anything from the family. This has an above average growth profile. Dividend yield of 6.74%.</span></p> http://www.stockchase.com/opinions/view/146372 Fri, 01 May 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/146372 Canadian National R.R. <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;">Had sold his holdings and went into CSX (CSX-N), which is up about 11% this week on a story. CN is back to almost a market multiple, for the 1<sup>st</sup> time in 4 years. Believes that this will go back to its recent high by year-end, giving the stock a 15%+ total return. Yield of 1.57%.</span></p> http://www.stockchase.com/opinions/view/146371 Fri, 01 May 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/146371 Freehold Royalties <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 a much cheaper purchase of PrairieSky (PSK-T). This acquisition makes them about 84% royalty based. A low risk way to begin to add some energy weight back for him. Thinks it will get up to the low $20s. Yield of 6.08%.</span></p> http://www.stockchase.com/opinions/view/146370 Fri, 01 May 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/146370 Exelon 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 really a valuation pick within a space that had come off since January. The numbers in January were fantastic. It had really accelerated from October then had a big fall this winter. A big move for a utility company. Has a really nice upside from a technical basis. Risk/reward is really good. If it broke down 5%-6%, then he would back out.</span></p> http://www.stockchase.com/opinions/view/146342 Thu, 30 Apr 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/146342 Canadian Natural Rsrcs <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 what he would call a punt. You could put a little bit, such as 1% allocation to see if it would work. The low points in October, December, January and March flushed out a lot of the sellers and the upside target moved substantially higher. It doesn&rsquo;t mean it is going to happen, but it laid the groundwork. It is going to rely much more on what is going to happen with oil. Recent earnings were really good. If it started to break above the $43 high in November he would probably add that next little chunk. The downside from here would be about 5%, so the odds are in your favour.</span></p> http://www.stockchase.com/opinions/view/146341 Thu, 30 Apr 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/146341 iShares 20+ yr Tr. Bond 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;">This holds long dated US treasuries. Top-quality and kind of boring. The $122 level is pretty interesting. It is right at the trend line. Moving averages are clustering around this level. He thinks this goes much, much higher.</span></p> http://www.stockchase.com/opinions/view/146340 Thu, 30 Apr 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/146340 Alibaba Group Holding <p>China is going to become the largest consuming country and these guys are the box on the supplier as far as purchasers are concerned.&nbsp; He thinks this one could really surprise you on the upside.&nbsp; The price has stabilized here.</p> http://www.stockchase.com/opinions/view/146323 Thu, 30 Apr 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/146323 Cisco <p>It is a new position.&nbsp; He is staying in the tech space because the money flows in (from the commodity sector) are good.&nbsp; They have a fabulous balance sheet.&nbsp; It has room to grow at 10%.&nbsp; The PE is very low so the stock is not expensive.&nbsp; They have so much cash on the balance sheet they could go out and buy someone in a heartbeat.</p> http://www.stockchase.com/opinions/view/146322 Thu, 30 Apr 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/146322 Banco Santander SA <p><span style="color: #ff0000;"><strong>(Top Pick Apr 16/14, Down 16.17%)</strong>&nbsp;</span>China is going to become the largest consuming country and these guys are the box on the supplier as far as purchasers are concerned.&nbsp; He thinks this one could really surprise you on the upside.&nbsp; The price has stabilized here.</p> http://www.stockchase.com/opinions/view/146308 Thu, 30 Apr 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/146308