Stockchase Recent Top Picks RSS Recent Top Picks by Experts http://www.stockchase.com/ en Baytex Energy Corp <p>One of the better energy companies. It is heavy oil, but is pumpable heavy oil, and the Canadian Western select price has done quite well. They also have a significant holding in the Eagleford Texas shales, which could be back in the limelight at $50+. A well-managed company. Still a risky situation.</p> http://www.stockchase.com/opinions/view/159344 Fri, 27 May 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/159344 BMO Low Volatility US Equity ETF <p>Chart shows it has been going sideways, but that is at a time where the rest of the market was actually going down. Thinks it is back in a situation where we are going to see it going up. This is very much consumer oriented. They have 25% utilities, 24% consumer staples, 17% healthcare and 10% consumer discretionary.</p> http://www.stockchase.com/opinions/view/159343 Fri, 27 May 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/159343 Toronto Dominion <p>One of the best in Canadian retail banking. Their numbers were good. He likes that they have a great presence in the US. They will continue to increase their dividends and earnings. Dividend yield of 3.81%.</p> http://www.stockchase.com/opinions/view/159342 Fri, 27 May 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/159342 DHX Media <p>This is a business with very high quality and very valuable content. Kids programming lasts way longer than your average typical TV show. They have been very successful in acquiring good brands, and then using those brands in merchandising deals. The Teletubbies used to be a $1 billion a year franchise, and the market cap today is about $700 million. They got renewal in the UK for the 2<sup>nd</sup> season and it has been launched in the US. If successful, it could do incredibly well. Dividend yield of 0.97%.</p> http://www.stockchase.com/opinions/view/159324 Fri, 27 May 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/159324 NYX Gaming Group Ltd <p>Just finished a $500 million acquisition of the largest sports-book gambling software company, Open Bet. This transforms the company, and gets them into a way better league with which they can compete against other casino gambling software companies. The stock has been hammered in the past due to scandals at Amaya (AYA-T). Other than Amaya being a customer, they have no relationship. This is a business with 30% organic growth, plus the upside from the new business they have acquired. This industry is growing at 10% per annum and generating gobs of free cash flow. Trading roughly at 7.2-7.4 times next year&rsquo;s EBITDA compared to others trading at 12-14 times. On his calculations, he is getting a $4.40 share price, but thinks it can do better than that.</p> http://www.stockchase.com/opinions/view/159323 Fri, 27 May 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/159323 Cardinal Energy Ltd <p>This has been lagging the group even though it has a great balance sheet. This company was a rock star in the oil bull days because of management, low decline rate, clean balance sheet and 80% of their production is medium gravity oil. He is looking for 50% upside from today&rsquo;s share price. Dividend yield of 4.35%.</p> http://www.stockchase.com/opinions/view/159322 Fri, 27 May 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/159322 BCE Inc. <p>Earnings were reasonably decent. Has a fantastic dividend yield of 4.5%. The space is a really tough one right now, but the chart shows a strong long upward trend. He has a price target of $82.</p> http://www.stockchase.com/opinions/view/159293 Thu, 26 May 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/159293 Pfizer Inc <p>Believes this is long-term. It could be a little lower a year from now, but in 5-6 years it is going to be much higher. This is the right space to be in. Dividend yield of 3.48%.</p> http://www.stockchase.com/opinions/view/159292 Thu, 26 May 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/159292 MacDonald Dettwiler & Assoc. <p>Risk reward on this is really, really good. They sort of represent Qu&eacute;bec city within their business plan in what they do. Brought in a new CEO, and have also moved along the procurement process with the US military. Dividend yield of 1.73%.</p> http://www.stockchase.com/opinions/view/159291 Thu, 26 May 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/159291 Vanguard Cdn. Aggreg. Bond ETF <p>A fairly low fee and gives exposure to the entire Canadian bond market. The &ldquo;entire&rdquo; Canadian bond market is probably a bit riskier than what most retail investors want to get out of their fixed income exposure, because of the long maturities that are out there. This has a weighted average duration of about 7 years. He supplements this with some shorter term, corporate credit ETF&rsquo;s, to bring down the overall risk of the whole portfolio.</p> http://www.stockchase.com/opinions/view/159272 Thu, 26 May 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/159272 Horizons Global Dividend ETF <p>Expensive, but is actively managed by Guardian Capital using a quantitative methodology to screen global blue-chip companies for growth, profitability and sustainability. In the long term it has been a great exposure to the world.</p> http://www.stockchase.com/opinions/view/159271 Thu, 26 May 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/159271 iShares S&P/TSX Capped Comp. ETF <p>Basically the TSX composite index, 240 some companies listed in Canada, the entire Canadian market. He has been legging slightly back into the Canadian market in his model portfolios, and this is his core exposure.</p> http://www.stockchase.com/opinions/view/159270 Thu, 26 May 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/159270 Clearwater Seafoods Inc. <p>The real play is the appetite of the world for protein, particularly seafood. They are not only harvesting efficiently, but marketing all over the world, particularly in Asia. Dividend yield of 1.39%.</p> http://www.stockchase.com/opinions/view/159255 Wed, 25 May 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/159255 Boyd Group Income Fund <p>A consolidator of auto body and auto glass. They&rsquo;ve exhibited remarkably steady growth. Consolidating an industry in which there are literally tens of thousands of possible acquisitions. This is an industry in transformation because cars are getting more complicated and harder to fix. There is lots of room for growth. Dividend yield of 0.68%.</p> http://www.stockchase.com/opinions/view/159254 Wed, 25 May 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/159254 AGT Food & Ingredients <p>A fascinating company and has one of the most remarkable entrepreneurs leading it. One of the largest producers globally of pulse crops, processors of lentils, field peas. Grows in Saskatchewan and a bit in Australia and the Dakotas. They are starting to convert to making ingredients for food, a higher margin business. Dividend yield of 1.67%.</p> http://www.stockchase.com/opinions/view/159253 Wed, 25 May 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/159253 Blackrock Inc. <p>Investment management company, absolute leader in ETFs.&nbsp; Money is moving its way toward ETFs.&nbsp; Money has been leaving equities this year, but they are seeing net capital inflows.&nbsp; Their margins are expanding.&nbsp; 17 times earnings.</p> http://www.stockchase.com/opinions/view/159207 Wed, 25 May 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/159207 Honeywell International <p>We are in a connective world.&nbsp; They are big in auto and heating efficiency.&nbsp; Everything is connected.&nbsp; Sensors and connective devices.&nbsp; They grew free cash flow.&nbsp; 13% annual dividend growth.&nbsp; It is not an expensive stock.&nbsp; They are the market share leader in every market they are in.&nbsp; 16 times earnings.&nbsp; He likes industrials and connected devices along with dividend growth.</p> http://www.stockchase.com/opinions/view/159206 Wed, 25 May 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/159206 Medtronic Inc <p>Cardiac implants, spinal implants and diabetes devices.&nbsp; A play on the secular theme of spending on healthcare.&nbsp; They are all about scale.&nbsp; It is fundamentally very attractive.&nbsp; They have a dominant role and can save the system money with their implants.</p> http://www.stockchase.com/opinions/view/159205 Wed, 25 May 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/159205