Stockchase Recent Top Picks RSS Recent Top Picks by Experts http://www.stockchase.com/ en Facebook <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;">About a 50% growth rate. Hugely profitable. Gross margins and net margins are extremely high. Other than Google (GOOGL-Q), this company has really got mobile and advertising in a tremendous way, and as time goes on, both Google and Facebook are going to continue to grow their advertising revenues. They are just now beginning to monetize Instagram. Investors are completely underestimating how attractive the Instagram model is going to be for corporations to advertise their products.</span></p> http://www.stockchase.com/opinions/view/150418 Fri, 28 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150418 McDonalds <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;">In this environment with a lot of volatility, he likes the 3.53%.dividend support. Thinks the new CEO is going to turn the business around. They say they are getting good traction in China again, and in spite of all the currency headwinds, it is a very strong dynamic franchise. Thinks the company will be much more aggressive regarding its balance sheet and increasing its dividend. Will have a lot more capital discipline in terms of how many stores they own, versus how many stores they franchise.</span></p> http://www.stockchase.com/opinions/view/150417 Fri, 28 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150417 Royal Bank <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;">Trading at around 10X forward earnings. Has an amazing Canadian retail franchise and an amazing Canadian wealth management franchise. Its wealth management franchise in the US is bigger than it is in Canada now. Has an exceptionally strong capital markets franchise. The new CEO really gets technology. Thinks the banks are going to be one of the biggest beneficiaries of technology. It&rsquo;s a threat for them, but also a huge opportunity to bring down their cost structure. Dividend yield of 4.29%.</span></p> http://www.stockchase.com/opinions/view/150416 Fri, 28 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150416 Sleep Country Canada Holdings <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;">Trading below its IPO price. Stock did very well in its incarnation as an income trust. Trading at 15X earnings. This is a dominant mattress company in Canada. Not a bad yield at just under 2%.</span></p> http://www.stockchase.com/opinions/view/150398 Fri, 28 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150398 Ag Growth International 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;">Performance year to date on the business side has been pretty good. The problem lies in the next couple of quarters. Due to the wet summer in Western Canada, it has taken its toll on the farmers. They greatly decreased their guidance for the 2<sup>nd</sup> half of the year. With the wet summer behind it and the better prospects next year, you will see growth in earnings resume next year. Dividend yield of 6.34%.</span></p> http://www.stockchase.com/opinions/view/150397 Fri, 28 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150397 Apple <p>Couldn&rsquo;t resist using this as a Top Pick with the price in the $112 area. Stock sold off because of fears of China and their exposure, which is not insignificant. &nbsp;CEO commented this week that they are expanding iPhone sales in China. The Apple App Store in China had its best 2 weeks ever. All those concerns of China may be a little bit overblown. Stock is trading at 11.5X earnings and still the dominant player on the smart phone. IPhone revenues are expected to increase again this quarter. Dividend yield of 1.84%.</p> http://www.stockchase.com/opinions/view/150396 Fri, 28 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150396 Walt Disney <p><span>The selloff on this began with their cable subscribers being reported to have fallen a bit. However, when you look at their other 3 parts of their business, studios, theme parks and consumer products, those are doing extremely well. They are very integrated company that can produce a film, put it out to TV, sell you a whole bunch of toys, and also put it in their theme parks. These parts override what is happening on the cable side. Cable is only 30% and ESPN is only a fraction of that. Dividend yield of 1.29%.</span></p> http://www.stockchase.com/opinions/view/150371 Thu, 27 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150371 UnitedHealth Group Inc <p><span>The largest diversified health care services company providing healthcare benefits and assistance to people in the US and Brazil. Positioned to benefit from Obama care and the aging US population. Growth rate relative to its peers is quite strong. They are going to grow in terms of membership because of what is happening with insurance in the US. Dividend yield of 1.7%.</span></p> http://www.stockchase.com/opinions/view/150370 Thu, 27 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150370 Facebook <p><span>1.5 billion users, which is part of the thesis of why he owns the stock. It is the best stock to own in the social media space. It gives you the opportunity to accumulate ownership in the world&rsquo;s largest social media company. They are forecasted to grow their long-term earnings by 25% a year.</span></p> http://www.stockchase.com/opinions/view/150369 Thu, 27 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150369 Nike 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;">The best performing Dow component this year. They had a very good year last year, which was basically because of the World Cup. It was doubtful that they would outperform on the earnings side this year, but they have. Had some issues in China and he thinks China is going to be the growth area for them. Dividend yield of 1.01%.</span></p> http://www.stockchase.com/opinions/view/150346 Thu, 27 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150346 iShares Nasdaq BioTech 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;">Everybody should have some biotech in their portfolio. These are companies that develop drugs that help our friends and relatives, and are a very important part of the economy. Extremely volatile. There is probably no other sector out there that will give you such huge potential over such a short period of time. Of the companies with over $500 million market cap, 81% of them are 10% below their 52 week high, and this is a great time to buy it.</span></p> http://www.stockchase.com/opinions/view/150345 Thu, 27 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150345 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;">We all love to hate the towers that are out there, but this company owns about 70,000 of them, mostly in the US. They just picked up another 4,000 international towers. Earnings were up about 13% last quarter. They secured another $649 million in acquisitions. There is a consolidation going on in the industry and this company leads the way. The dividend is only 1.89%, so he is looking at it for capital gain. The dividend did increase 29% last quarter and the company has targeted a 20% dividend growth going forward.</span></p> http://www.stockchase.com/opinions/view/150344 Thu, 27 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150344 La-Z-Boy Inc. <p><span>A derivative play on the housing recovery. This company does well when the housing market does well. They are managing their business very well. Not only growing revenue, but are expanding margin. He is expecting about a 250 basis point expansion and margin over the next few years, which will go straight to profits, because it is operating leverage. Dividend yield of 1.17%.</span></p> http://www.stockchase.com/opinions/view/150322 Wed, 26 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150322 Boeing <p><span>The visibility on this is fantastic. They have come through their development stage with the 787, a revolutionary airplane. They have developed the 737MAX and the 770X. These are all airplanes that are designed to be more fuel efficient. Fuel efficiency is golden to airlines. They have over a $5 billion backlog, which is about 7 years of sales. This is a cash flow machine. All they are doing right now is spitting out airplanes and delivering them. Not trading at a high multiple. Dividend yield of 2.81%.</span></p> http://www.stockchase.com/opinions/view/150321 Wed, 26 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150321 Apple <p><span>Valuation is barely over 10X earnings. $202 billion of cash on a $635 billion market cap. 89% of that cash is offshore and hard to access, but this is a company that is just a cash machine and doing extremely well. The street forever wants to find a fault, and this month it is China. Their growth in China is dramatic, $13 billion last quarter, up 100% year-over-year, but people are worried. He thinks that in 5 years the iWatch will have proven to be so much more revolutionary than the iPhone, iPad or the iPod. It is not a watch, it is a sensory device. It is going to change our lives. Dividend yield of 1.9%.</span></p> http://www.stockchase.com/opinions/view/150320 Wed, 26 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150320 DirectCash Payments 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;">Trading at about 5.5X EBITDA for a company with low CapX, high free cash flow and recurring cash flow. They made some acquisitions. The biggest ATM network in Canada and Australia, and the 3<sup>rd</sup> biggest in England. Through their Threshold acquisition they manage the exchange network which manages transactions at thousands of ATM machines. Dividend yield of 12.12% is sustainable with a payout ratio under 60%. In the next quarter and going forward you are going to be seeing increases year-over-year in profitability.</span></p> http://www.stockchase.com/opinions/view/150298 Wed, 26 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150298 Badger Daylighting <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 a great company. The biggest fleet of hydro-vac trucks in North America, mostly in Canada initially. Have been growing tremendously in the US over the last few years. Got whacked because they had exposure to the oil/gas industry in Western Canada. Very high margin free cash flow business. They are really targeting the utility and municipal segment, and their reliance on the oil/gas segment has come way down. Dividend yield of 1.89%.</span></p> http://www.stockchase.com/opinions/view/150297 Wed, 26 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150297 Ten Peaks Coffee 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;">In a strong growth position now. Their decaf, which is chemical free and organic, is the only one that can use the words Swiss Water in it. They supply big chains like Tim Hortons and McDonald&rsquo;s in Canada. They are just starting with McDonald&rsquo;s USA. There is a whole 3<sup>rd</sup> wave of specialty coffee retailers developing in the US. They have perfected their technology so that you cannot tell the difference between decaf and caffeinated anymore. They are not able to retain the caffeine and resell it, but if they were ever able to do that, it would be icing on the cake. Thinks they can easily do $10 million EBITDA. A very unique, high margin, high barrier to entry, pre-cash flow generating company, that is going to be building a new plant and doubling its capacity. Dividend yield of 3.29%.</span></p> http://www.stockchase.com/opinions/view/150296 Wed, 26 Aug 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/150296