Stockchase Recent Top Picks RSS Recent Top Picks by Experts http://www.stockchase.com/ en BMO Low Volatility US Equity 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;">Hasn&rsquo;t done much recently, and is probably in a Buy range. They hold 25% utilities, 25% consumer staples, 20% healthcare and 12% consumer discretionary, so these are broad-based US companies towards the consumer side. Focused somewhat away from multinationals. Still thinks the US$ will continue to be strong. Good diversification.</span></p> http://www.stockchase.com/opinions/view/147078 Fri, 22 May 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/147078 Brookfield Property Partners <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 sort of a REIT type operation, but is multinational. This is commercial and is in all the big places. They have offices, retail and residential. He feels the Brookfield management is a smart bunch of people that have done very well. Have lots of money and have lots of ammunition to go off and do things. Dividend yield of 4.53%.</span></p> http://www.stockchase.com/opinions/view/147077 Fri, 22 May 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/147077 Power Financial 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;">For somebody who wants a nice safe dividend and potential for dividend growth, with good diversification in the financial industry (non-bank and less bothered by excess regulation), with US and Canadian investments. Good management. Dividend yield of 4.05%.</span></p> http://www.stockchase.com/opinions/view/147076 Fri, 22 May 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/147076 BMO Global Infrastructure 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;">He wants to be involved with infrastructure. This one trades fairly well and the trend is upwards. Heavily into energy infrastructure. iShares has a global infrastructure ETF (CIF-T) which is less energy infrastructure weighted if you would like that. They are both performing relatively the same.</span></p> http://www.stockchase.com/opinions/view/147053 Fri, 22 May 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/147053 Com Dev International 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;">Likes the technology space and thinks this is an overlooked stock. Chart shows the area of resistance at around $4.30 which broke up through this in April. This is a good story.</span></p> http://www.stockchase.com/opinions/view/147052 Fri, 22 May 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/147052 CAE Inc <p><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;"><strong>(A Top Pick Nov 11/14. Up 6.47%.)</strong></span><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;"> The stock is fighting to get above its old highs. If it can clear $15.50-$15.70, we have blue sky and it is on its way. This is aerospace, so you key off Honeywell (HON-N) which made a 52 week high last week.</span></p> http://www.stockchase.com/opinions/view/147042 Fri, 22 May 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/147042 Southwest Airlines <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">This, along with the other airlines, dropped about 8%-10% yesterday, based on concerns about capacity and pricing pressures based on too much competition. That was well overdone. It oversold down to the 200 day moving average. All revenues are US domestic, so you don&rsquo;t have to worry about the US$ tailwinds. Very healthy balance sheet. Dividend yield of 0.81%.</span></p> http://www.stockchase.com/opinions/view/147033 Thu, 21 May 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/147033 General Motors Corporation <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;">Basically bought this right at the 200 day moving average. 2<sup>nd</sup> largest manufacturer globally in terms of cars and trucks. US auto demand trend is still moving higher based on improving consumer confidence. Lower gasoline prices are going to bode well for their light truck and SUV market. Average age of autos is 11 years plus, which is a catalyst for the demand refresh cycle. Recently announced a $5 billion buyback. Trading at 7X forward PE with a 12% long-term growth rate. Dividend yield of 4.05%.</span></p> http://www.stockchase.com/opinions/view/147032 Thu, 21 May 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/147032 Dollarama Inc. <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 bought this at the 50 day moving average, which is the support level where he likes to buy stocks. They have 900 stores in Canada, which makes it 5X bigger than the next Canadian dollar store. They operate in a very attractive and growing segment of the retail space. There is still a lot of room for organic growth in Canada. Their plans are to go to 1400 stores. Yield of 0.51%.</span></p> http://www.stockchase.com/opinions/view/147031 Thu, 21 May 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/147031 Firstservice Corp <p>It is splitting into two at the beginning of June.&nbsp; Fair value of the two separately is about $90.&nbsp; More people will do due diligence on the two companies and realize they are cheap.&nbsp; He will hold both when they are split.</p> http://www.stockchase.com/opinions/view/147007 Thu, 21 May 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/147007 Canadian National R.R. <p>The US economy is on a solid footing.&nbsp; The pullback is commodity related.&nbsp; This is a great entry point because these issues will resolve themselves.&nbsp; Leading indicators suggest volumes and prices should move up.</p> http://www.stockchase.com/opinions/view/147006 Thu, 21 May 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/147006 Prudential Financial Inc <p><span style="color: #ff0000;"><strong>(Top Pick Jun 9/14, Down 1.32%)</strong></span> He was early.&nbsp; It trades at a reasonable valuation and you should see a better return of capital to shareholders over the next year or two.&nbsp; The valuation is attractive.&nbsp; Last quarter they reported a favourable capital position, which was held against them until now.&nbsp; More and more big corporations are off loading their pensions to companies like this one.</p> http://www.stockchase.com/opinions/view/146998 Thu, 21 May 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/146998