Stockchase Recent Top Picks RSS Recent Top Picks by Experts http://www.stockchase.com/ en Microsoft <p>Earnings came out and the stock came down.&nbsp; Windows 10 is coming out.&nbsp; 3% dividend yield and 15 times earnings after you take out the cash.&nbsp; The Surface continues to be a big hit for them.&nbsp; MSFT-Q is the thing you want to own in a difficult environment.&nbsp; They have no debt.</p> http://www.stockchase.com/opinions/view/143369 Thu, 29 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143369 Bank of America <p>It has come off a fair bit as have a lot of the US banks.&nbsp; You have a really good chance to get a great company really cheap.</p> http://www.stockchase.com/opinions/view/143368 Thu, 29 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143368 Qualcomm <p>Earnings the other day were okay, but they warned about the second half of the year.&nbsp; They had this issue with royalties in China which they have sorted out.&nbsp; They are in the sweet spot of the cell phone business.&nbsp; There were little bumps in the road that hurt the share price so this is why you should buy it now.&nbsp; They are buying back shares and have a nice dividend yield that they will increase.</p> http://www.stockchase.com/opinions/view/143367 Thu, 29 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143367 Brookfield Asset Management (A) <p>This is where all their top managers own their equity in the portfolio.</p> http://www.stockchase.com/opinions/view/143345 Thu, 29 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143345 CubeSmart <p>Very good operators.&nbsp; They have made acquisitions over the last 5 years and the stock price shows they are good at integrating them in.&nbsp; The price is not too rich here.</p> http://www.stockchase.com/opinions/view/143344 Thu, 29 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143344 Allied Properties REIT <p><span style="color: #ff0000;"><strong>(Top Pick Feb 28/14, Up 24.60%)</strong></span> Has a very disciplined organic growth pattern.&nbsp; He continues to hold and it is a large position.&nbsp; This is a well run investment trust.&nbsp; It is a development, acquisition and urban intensification story.</p> http://www.stockchase.com/opinions/view/143331 Thu, 29 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143331 McDonalds <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;" lang="EN-CA">Just removed the CEO. Company had been struggling, partially because their menus got too complicated. They are trying to rebrand their menus and make them simpler. Rock solid balance sheet. He thinks they are going to solve their problems. Has a 30 year track record of increasing dividends. Yield of 3.8%.</span></p> http://www.stockchase.com/opinions/view/143321 Wed, 28 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143321 Cisco <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;" lang="EN-CA">Thinks there is growth here. A rock solid balance sheet. He is a big believer in this internet of things and how more and more devices are going to be connected to the Internet, and this company is the major builder and supplier of a lot of those backbones. Trading at around 14 X next year&rsquo;s earnings. Yield of 2.70%.</span></p> http://www.stockchase.com/opinions/view/143320 Wed, 28 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143320 Stryker 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;" lang="EN-CA">Joint replacements. A great international growth story. The rising middle class globally will be spending more money on health care, so it is a good longer-term global story. Strong balance sheet. Very high return on equity at around 18%-19% consistently. Growing their dividend at around 25% compounded over the last 3-4 years.</span></p> http://www.stockchase.com/opinions/view/143319 Wed, 28 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143319 Fam REIT <p><span style="font-family: 'Times New Roman'; 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;">All of the REITs took a beating about 1.5 years ago when investor started worrying about higher interest rates. Then they had a bit of controversy about the sale of the management contracts. A lot of investors, institutional especially, bailed out and drove the stock price down. Doesn&rsquo;t think interest rates are going to go up a lot. This yields 9.29%, and he thinks you will get this plus a little bit of capital gain as people accept this new management team. Balance sheet is very, very conservative. Not a lot of debt. He can see 20% gain in the next year.</span></p> http://www.stockchase.com/opinions/view/143298 Wed, 28 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143298 Klondex Mines Ltd <p><span style="font-family: 'Times New Roman'; 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 gold mining company in Nevada. They are cranking out cash even in the poor pricing environment. Now that prices are getting better, he thinks they become a pretty good take over candidate. At this stage in the market, you typically see the bigger guys buying reserves. Even if they don&rsquo;t get bought out, it is an attractive stock.</span></p> http://www.stockchase.com/opinions/view/143297 Wed, 28 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143297 Snip Interactive Inc <p><span style="font-family: 'Times New Roman'; 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 that liquid, so put in bids but don&rsquo;t chase it. Look at this in 4 months. They are doing a massive financing, and that is 4 months held paper. In 4 months it comes off restrictions and there will be much more stock available. The company basically helps brands market their goods. For example Kraft (KRFT-Q) could say &ldquo;Buy catsup and you&rsquo;ll get free Cool Whip.&rdquo; Today, you have to cut some UPC code, get your receipt and mail it in. This company makes it a lot easier to do it with your phone. You just take a picture, receipt, UPC code, send it in and they validate it and take care of everything. Way cheaper for the brands, way more out take. Stores, consumers and brands love it. The brands also get data from this. The uplift to the NASDAQ will bring a tremendous amount of interest to this.</span></p> http://www.stockchase.com/opinions/view/143296 Wed, 28 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143296 First Asset MorniingStar Canada Value <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;" lang="EN-CA">2 things are facing the average investor. Do want to take that marginal dollar and convert it into US to buy what he thinks is still a very dynamic market. This ETF is based on the MorningStar CPM system, which is well-known with the Bay Street crowd. It is a quant series of factors that looks for valuation and analysts&rsquo; upgrades, and narrows it down to 30 stocks. It is 7% in energy where the TSX is 22%.</span></p> http://www.stockchase.com/opinions/view/143268 Tue, 27 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143268 Chicago Bridge & Iron 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;" lang="EN-CA">He gives this with a strong advisory to keep your position very small as an initial position. Shares sold off 55% since its highs. Most of the Street is readjusting down on it. He thinks it has been discounted down to a much more onerous scenario than what might play out. Most of their business is from the downstream liquefied gas. The riskier part is not a big a part of their business. Yield of .72%. Only take a 1% position in this and make sure you have a stop in it. </span></p> http://www.stockchase.com/opinions/view/143267 Tue, 27 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143267 Wynne Resorts Ltd. <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;" lang="EN-CA">70% of their revenue is from Macau. Macau, for the 1<sup>st</sup> time, saw a pretty dramatic drop in its gaming metrics, and the shares took a hit. Macau does about $44 billion in revenue. It is a 5 hour flight away from 2 billion people. There is a lot of regulatory scrutiny around the name. Gaming revenues started turning round in the 2<sup>nd</sup> half and he decided to start accumulating this because of valuation and a 4.5% yield. They have a history of doling out special dividends. Dividend of 3.87%.</span></p> http://www.stockchase.com/opinions/view/143266 Tue, 27 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143266 Russel Metals <p><strong><span style="color: #ff0000;">6% bond maturing April 19/22.</span> </strong><em>(He is biased towards the short term because the market still feels fairly expensive. Corporate credit still offers pretty good value.)</em> They have their challenges right now. They are a metals business, so a big part supports oil and gas, but on the other hand there are a lot of maintenance products they provide. Pretty low levered and has a pretty strong balance sheet.</p> http://www.stockchase.com/opinions/view/143247 Tue, 27 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143247 Westjet Airlines <p><strong><span style="color: #ff0000;">3.287 % bond maturing July 23/19.</span> </strong><em>(He is biased towards the short term because the market still feels fairly expensive. Corporate credit still offers pretty good value.)</em> This is basically a four-year piece of paper yielding 2.5%, but this is an investment great company. Airlines benefit from lower oil prices, which is another reason he likes this one.</p> http://www.stockchase.com/opinions/view/143246 Tue, 27 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143246 Rona Inc <p><strong><span style="color: #ff0000;">5.4% bond maturing Oct 20/16.</span> </strong><em>(He is biased towards the short term because the market still feels fairly expensive. Corporate credit still offers pretty good value.)</em> This is a little under 2 years and yielding over 3% while Canada bonds offer 5%, which is a huge yield pick up. However, it is not an investment great company. They have had some pretty good numbers as of late. He is pretty confident they will be able to refinance fairly easy come 2016.</p> http://www.stockchase.com/opinions/view/143245 Tue, 27 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143245 American Tower <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;" lang="EN-CA">This is a REIT that owns cell towers. About 65% of their revenue comes from North America, so it is fairly domestically focused, although they do have Latin America, India and Germany. It costs them almost nothing to add new capacity. There is very little in the way of capital investment in this business. You can continue to see very strong dividend growth. Yield of 1.49%.</span></p> http://www.stockchase.com/opinions/view/143227 Mon, 26 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143227 Walt Disney <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;" lang="EN-CA">The 1<sup>st</sup> place people spend money when they have more, is on leisure and travel. Their parks are doing remarkably well and they have 2 big movie franchises rolling out later this year. They seem to be able to monetize their properties extremely well. There are all kinds of doors opening as outlets for media, so their content is in great demand. They are going to open a new theme park in Shanghai this year. Dividend yield of 1.21%.</span></p> http://www.stockchase.com/opinions/view/143226 Mon, 26 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143226 Starbucks <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;" lang="EN-CA">This company has done a wonderful job in managing their brand. They have multiple moving parts that help them to build on their profitability. The dividend has grown 25% a year over the last 3 years. You have a strengthening consumer on the back of weak oil prices. They have a wonderful loyalty program. Same-store sales came in stronger than expected. Technically the stock just broke out a couple of days ago. Yield of 1.45%.</span></p> http://www.stockchase.com/opinions/view/143225 Mon, 26 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143225 CAE Inc <p>The military train their people in simulators more and more.&nbsp; They have an excellent portfolio of civil and defense.&nbsp;</p> http://www.stockchase.com/opinions/view/143202 Mon, 26 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143202 Martinrea <p>7 times earnings.&nbsp; It will grow 15-20% a year over the next 3 years.&nbsp; They have a new CEO and a board that is a little smarter than the last one.&nbsp; It is possible this company could get sold.</p> http://www.stockchase.com/opinions/view/143201 Mon, 26 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143201 Evertz Technologies Ltd. <p>TV technology, a leader in their space.&nbsp; They benefit from a strong US dollar.&nbsp; He expects their margins to improve and revenues to increase.&nbsp; Management executes very well.&nbsp; They are getting kicked out of dividend ETFs due to a rule change and this brought the stock down.&nbsp; 4% dividend.&nbsp; There are high barriers to entry for competitors.</p> http://www.stockchase.com/opinions/view/143200 Mon, 26 Jan 2015 00:00:00 -0500 http://www.stockchase.com/opinions/view/143200