Stockchase Recent Top Picks RSS Recent Top Picks by Experts http://www.stockchase.com/ en Pembina Pipeline Corp <p>He likes this because of their potential acquisition of Veresen (VSN-T), which will give them some run room and better diversification in the US. There is $20 billion of potential projects out there. Dividend yield of 4.7%. <em>(Analysts&rsquo; price target is $50.)</em></p> http://www.stockchase.com/opinions/view/171930 Thu, 25 May 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/171930 EnerCare Inc <p>A fairly conservative company. Water heaters and HVAC&rsquo;s. A slower growth company, but good earnings growth. A good, solid business. They are expanding in the US. Dividend yield of 5.1% will be going up 5% or so a year.<em> (Analysts&rsquo; price target is $24.25.)</em></p> http://www.stockchase.com/opinions/view/171929 Thu, 25 May 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/171929 Toronto Dominion <p>This is big in Canada as well as in the US. Feels there is good growth potential in the US with a better US economy, and interest rates rising faster. Earnings came out today and they were very good. Dividend yield of 3.8%. <em>(Analysts&rsquo; price target is $70.)</em></p> http://www.stockchase.com/opinions/view/171928 Thu, 25 May 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/171928 Pure Multi-Family REIT LP <p>A multifamily REIT of Class A rentals in the US in the Sunbelt. The majority of assets are in Texas, one of the fastest-growing states in the US. Rental prices have been going up. Recently announced a couple of acquisitions in Arizona. Good management. Dividend yield of 5.4%. <em>(Analysts&rsquo; price target is $7.25.)</em></p> http://www.stockchase.com/opinions/view/171902 Thu, 25 May 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/171902 Photon Control <p>A technology company that works in the semiconductor space doing etching. (Only 1 analyst follows.) Has a pristine balance sheet. 25% of the market cap is in cash. Has a good backlog over the next number of quarters. Reporting in about a week or so, and expects them to have an all-time record of top line revenue. <em>(Analysts&rsquo; price target is $2.)</em></p> http://www.stockchase.com/opinions/view/171901 Thu, 25 May 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/171901 Yangarra Resources <p>The company was producing 2900 BOE&rsquo;s in December, which went to 4000 in February. They are now producing 6000. Even though the stock has gone up a ton, the valuation has remained the same because cash flow generation and production has gone up as much, if not more, than the valuation. In the last quarter, they recorded $.13 in cash flow, which is up 200%, versus last year. Probably going to do $.55 in cash flow this year, so it is still not expensive. <em>(Analysts&rsquo; price target is $4.)</em></p> http://www.stockchase.com/opinions/view/171900 Thu, 25 May 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/171900 New Flyer Industries Inc. <p>Just announced a $51 million contract from the Transportation Authority of Santa Clara. They manufacture public transit buses and luxury motor coaches, and are the dominant player in what is effectively an oligopoly. This is a backdoor play on the US as most of their revenue comes from state and local transit authorities. Dividend yield of 1.7%. <em>(Analysts&rsquo; price target is $63.00.)</em></p> http://www.stockchase.com/opinions/view/171876 Wed, 24 May 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/171876 CGI Group (A) <p>Canada&rsquo;s largest IT service&rsquo;s provider. They do systems/integration, business process outsourcing and consulting. Has a very wide array of clients, the largest of which would be the US government, but they also cater to big multinationals and telecoms, energy, manufacturing and retailing. They are introducing more and more of their intellectual property into their clients&rsquo; solutions. They&rsquo;ve also been a very good acquirer of businesses. <em>(Analysts&rsquo; price target is $74.00.)</em></p> http://www.stockchase.com/opinions/view/171875 Wed, 24 May 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/171875 CCL Industries (B) <p>A great growth story. Have grown earnings at a 40% pace compounded over the last 5 years. They are in specialty plastics, in packaging, and in labelling. One of the premier Canadian growth stocks. Just closed on a large deal which should be about 12%-13% accretive to earnings. It gets them into these sexy polymer banknotes, which is under penetrated globally but is growing quickly. Dividend yield of 0.8%. <em>(Analysts&rsquo; price target is $337.50.)</em></p> http://www.stockchase.com/opinions/view/171874 Wed, 24 May 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/171874 Goldman Sachs <p>In their last quarter, they had some trouble with their fixed income and currency side, and he views that as a &ldquo;one off&rdquo;. The stock was down 5%. With the proposed US deregulations and tax reform, that would be even more positive for them. There is lots of M&amp;A going on. This is trading at 12X earnings, compared to the market which is at 17X. Feels they will generate growth of 12% for the next 3 years. Dividend yield of 1.4%. <em>(Analysts&rsquo; price target is $251.)</em></p> http://www.stockchase.com/opinions/view/171857 Wed, 24 May 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/171857 Altagas Ltd <p><strong><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;">(ALA.R-T Subscription Receipts. 9/4/18.)</span></strong><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 part of a financing that was done in February in a deal to acquired WGL for $8.5 billion. This is scheduled to close in 2018, and subscription receipts are a way to play that. Should the deal fall apart, you get your money back. He looks at this as a &ldquo;no lose&rdquo; as you get close to 7% to wait.</span></p> http://www.stockchase.com/opinions/view/171856 Wed, 24 May 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/171856 Stanley Works, The <p>He likes this because it gets him exposure to consumer spending, home renovations and the housing market without having to take on 3 distinct companies. They just sold a component of their locks division, which he views as positive. They have a new component for their tool side, coming out with a battery that works with everything and should generate good numbers for them. A positive balance sheet and some good strength sales in Europe. Dividend yield of 1.7%. <em>(Analysts&rsquo; price target is $150.)</em></p> http://www.stockchase.com/opinions/view/171855 Wed, 24 May 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/171855 CitiGroup <p>In the last 3 months, we have seen one by one, markets around the world lift off and start making new highs. This bank gets over 50% of its revenue from outside the US. They have $1.4 trillion in loans outstanding. Have a great credit card business. There is likely to be significant dividend and share buybacks announced in June of this year, because they now have enough capital to return 100% of their earnings back to shareholders. Dividend yield of 1.05%. <em>(Analyst</em>&rsquo;<em>s price target is $65.)</em></p> http://www.stockchase.com/opinions/view/171830 Tue, 23 May 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/171830 Kinaxis Inc <p>This fits into software as a service or Cloud-based software. They have software they sell to large corporations to help them manage supplying to their customers. 80% of revenue is recurring. 65% of the revenue is subscription based. This company will probably be bought by a large enterprise software company.<em> (Analyst</em>&rsquo;<em>s price target is $100.)</em></p> http://www.stockchase.com/opinions/view/171829 Tue, 23 May 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/171829 Northrop Grumman <p>A $43 billion market value. In the fall, and leading up to November, there was a big run up in several sectors, one being the defence sector, with a view that there would be spending whether the Democrats or Republicans won. A lot of defence stocks have basically traded sideways for the last 4-5 months consolidating that initial gain. This is one of the companies that is trading very close to its highs. A big contractor in the strike bomber and the F35. They are the leader in drone technology. A Triton drone can replace 20 aircraft. Governments try to save money and they want what they can get from drone technology. They are now opened up to sell to the EU and Japan. Dividend yield of 1.6%. <em>(Analyst</em>&rsquo;<em>s price target is $260.)</em></p> http://www.stockchase.com/opinions/view/171828 Tue, 23 May 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/171828 U. S. Silica Holdings <p>The safest and least volatile (relatively!) way to be exposed to the frac sand market in the US. Oil and gas companies are approaching these sand companies asking for 5 years of supply, and are guaranteeing them margins of $50 per ton, which is double what this company has guided to. <em>(Analysts&rsquo; price target is $63.)</em></p> http://www.stockchase.com/opinions/view/171804 Tue, 23 May 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/171804 ProPetro Holding Corporation <p>A pressure pumper in the US, a 100% pure play in the Permian. They have a tier 1 customer list and exposed 100% to the highest growth Basin in the world. Trading roughly at 4.4X forward EBITDA. If his guess is right, this could be a $20 stock. <em>(Analysts&rsquo; price target is $19.)</em></p> http://www.stockchase.com/opinions/view/171803 Tue, 23 May 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/171803 Trican Well Service Ltd. <p>Thinks the market is completely asleep in terms of their earning capability. Pricing is going up quarter after quarter, and their equipment is fully utilized for the rest of this year. They have a merger with Canyon Services (FCR-T) pretty soon. Prices are increasing virtually every day. He sees extremely good upside on a stock that has been out of favour. At the same time, you get the hidden optionality with their remaining interest in Kean (?). <em>(Analysts&rsquo; price target is $6.)</em></p> http://www.stockchase.com/opinions/view/171802 Tue, 23 May 2017 00:00:00 -0400 http://www.stockchase.com/opinions/view/171802