Stockchase Recent Top Picks RSS Recent Top Picks by Experts http://www.stockchase.com/ en Fairfax Financial <p>This has Prem Watsa, which is what you are investing in. He has the ability to navigate markets. Central Banks are fighting deflation and he knows it. This is one that you will have to be slightly patient with. His technical target is $765. Dividend yield of 2.09%.</p> http://www.stockchase.com/opinions/view/160649 Thu, 30 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160649 iShares Trust Dow Jones U.S. Telecom Sector Fund <p>One of the few sectors that has got increasing earnings. Chart shows a nice long upward trend from 2012 until 2014, when it goes sideways, but has now had a nice little breakout this year.</p> http://www.stockchase.com/opinions/view/160648 Thu, 30 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160648 Baxter International Inc <p>This supplies hospitals with tons of different stuff and there is a focus on renal, things related to the kidneys. Had a sideways move from 2013 to early 2016, and then broke out. Feels it is really good at these prices. They had a really good Q1 and raised their sales and earnings guidance, and increased their expectations for operational improvements. Has a $65 target on this, but thinks that is a little conservative. Dividend yield of 1.15%.</p> http://www.stockchase.com/opinions/view/160647 Thu, 30 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160647 Sleep Country Canada Holdings <p>It can be the same as DOL-T, building out more stores geographically and getting more of the consumers&rsquo; dollar.&nbsp; It is not just mattresses.&nbsp; Accessories are higher margin.&nbsp; 11 quarters in a row of earnings growth.</p> http://www.stockchase.com/opinions/view/160626 Thu, 30 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160626 Pacific Insight Electronics <p>Components for the auto industry, focused on LED lighting systems, gauges and components. They saw a ramp up in their earnings.&nbsp; They are going to cross over the 100 million market cap and show up on a lot of investment companies&rsquo; radar screens.</p> http://www.stockchase.com/opinions/view/160625 Thu, 30 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160625 CRH Medical Corp. <p>It has news out today.&nbsp; They have a consistent growth business and an acquisition business.&nbsp; They are making nice earnings growth.&nbsp; They buy a business for half what the stock trades for.&nbsp; They are slow and steady about it.&nbsp; They expanded into the US.&nbsp; Trading at a reasonable multiple.&nbsp; A year from now they will have done more acquisitions.</p> http://www.stockchase.com/opinions/view/160624 Thu, 30 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160624 Badger Daylighting <p>By far the biggest North American players in hydro-vaccuing with over 1000 trucks that excavate without breaking pipes and wires. Stock was hit because of their exposure to the oil/gas industry, especially in Western Canada. However, two thirds of sales are now coming out of the US. They are growing their utility infrastructure business. Thinks there will be a big turnaround in 2017. They make great profit margins and great free cash flow. Very well-managed. Not expensive, trading at under 8X next year&rsquo;s EBITDA. Dividend yield of 1.76%.</p> http://www.stockchase.com/opinions/view/160593 Wed, 29 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160593 Sandvine Corp. <p>One of those great Canadian technology companies. They are really a global leader in helping telco, cable and wireless companies better manage their Internet traffic. Picture a 10 lane highway with all the slow pokes on the left and Netflix hugging all the other lanes. This company is able to provide solutions for broadband networks increase and smooth out the traffic as well as collect and manage data as a value added service to their customers. Dividend yield of 2.73%.</p> http://www.stockchase.com/opinions/view/160592 Wed, 29 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160592 D-Box Technologies <p>An extremely cheap stock. The world leader and the only company that supplies motion systems for movie theatre seats, as well as for the industrial market to train people in different types of vehicles. Also, video games and soon virtual reality. Have just started to scratch the surface in movie theatres. Cineplex has been rolling out D-Box seats for a number of years in many of their theatres. Cinemark (CNK-N), the 3<sup>rd</sup> largest US theatre chain, just announced they are starting to roll out in the US. He has modelled this company to reach about a 3% penetration rate globally within the next 10 years. Feels this will follow a similar evolution as 3-D screens did. The stock has the potential to reach $1-$2 depending on the growth rate and profit margins they are able to maintain. They have a record backlog now and just announced record sales. Just opened an office in China. China is opening 30 screens per week. Trading at only 3X sales, which is not a lot for a technology company.</p> http://www.stockchase.com/opinions/view/160591 Wed, 29 Jun 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/160591