Stockchase Recent Top Picks RSS Recent Top Picks by Experts http://www.stockchase.com/ en SLYCE 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;">Very, very neat technology. It basically identifies certain items. For example if you see a sink that you like, you take a picture of it which immediately brings up the retailer and the price, and you can buy it immediately. They are getting paid on a number of differetnt avenues.</span></p> http://www.stockchase.com/opinions/view/139938 Wed, 22 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/139938 Concordia Healthcare <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;">Management team has pretty well done everything that they said they would. They continue to drive the numbers. There is probably more in it from an acquisition standpoint. Has a small dividend as well. Trading at 28X earnings, which is not cheap, but is growing at a fairly significant rate, and that ratio will come down over time.</span></p> http://www.stockchase.com/opinions/view/139937 Wed, 22 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/139937 Patient Home Monitoring <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;">This is a great business. They have been growing by acquisition, but even better they have been growing even stronger organically. Have great growth and great bottom line. A stock that he thinks will continue to grow. They don&rsquo;t have much competition from an acquisition standpoint. They buy small operators, and merge them into their business, allowing them to cross sell and generate a lot of organic growth.</span></p> http://www.stockchase.com/opinions/view/139936 Wed, 22 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/139936 Catamaran Corp <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;">This is just a good growth story in healthcare management. Basically going online to manage all your pharmacies and health care needs. Obama care is driving everything to these private and public exchanges these guys own. Have been kicking out excess cash flow which has been used to make acquisitions. You are getting all of this for about a 20 multiple.</span></p> http://www.stockchase.com/opinions/view/139913 Tue, 21 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/139913 Trinidad Drilling 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;">Stock has dropped 40%. There was a bit of an earning&rsquo;s miss last quarter, but it was very explainable as they were in the process of moving some rigs to new locations. They have tremendous growth, especially with their joint venture they have with Halliburton on a global basis for deep rigs. Dividend yield of 2.63%.</span></p> http://www.stockchase.com/opinions/view/139912 Tue, 21 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/139912 Google <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;">Some people were disappointed with the earnings last week, but he still thinks this company is better positioned than almost anybody at technology. People keep forgetting that they own the Android operating system, the most powerful OS and the one that is running better than 70% of the global cell phones right now. At some point they are going to monetize that. They own search, and when he looks at where data and data management is going, he feels they have tremendous value. Making very good acquisitions. You get all of this for about a market multiple or a little bit more.</span></p> http://www.stockchase.com/opinions/view/139911 Tue, 21 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/139911 Cineplex Inc <p><span style="color: red; 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;"><strong>Short.</strong></span><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;"> They have a 77% market share in Canada, so there is not much scope for them to grow by acquisition. This was the worst summer in North American cinemas in 17 years on an inflation adjusted basis. Thinks they are going to have some issues in their Q3 numbers. When attendance goes down 13%, it is going to have a big impact on profitability. There are also longer-term structural issues that they face. Netflix is competing against them. There is going to be Pick &amp; Pay on cable TV. There was a recent announcement that HBO is going to have direct offering, so Netflix is looking to bypass some movies. Yield of 3.6%. Valuation is at 30X earnings and 13.5X EBITDA, which to him is very expensive.</span></p> http://www.stockchase.com/opinions/view/139891 Tue, 21 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/139891 Callidus Capital Corp <p><span style="color: red; 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;"><strong>Long.</strong></span><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 Pairs trade with a Short on Laurentian Bank (LB-T). This is an asset based lender, which he feels is an underserved niche in Canada. Although the big banks have them, it&rsquo;s not something they really embrace. They don&rsquo;t like high risk lending. An attractive growth story.</span></p> http://www.stockchase.com/opinions/view/139890 Tue, 21 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/139890 Laurentian Bank <p><span style="color: red; 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;"><strong>Short.</strong></span><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 Pairs trade going Long on Callidus Capital (CBL-T). He put this one on just to hedge some financial risk. Nothing against the bank, it&rsquo;s just that they have the smallest capital markets group, so if markets go up, this is the least likely to participate. It also takes off some market risk for him.</span></p> http://www.stockchase.com/opinions/view/139889 Tue, 21 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/139889 Currency Exchange Intl. <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;">This is a name that he has held since the IPO. It is a great core holding. They are a wholesaler of foreign exchange, so they provide physical currencies to any financial institution. They are in the supply and logistics business. Likes this as a low risk business. Feels they are going to be growing at about 30%. Have applied for a bank license, which would be a catalyst for them in terms of both marketing and improving profitability. Has a lot of growth potential.</span></p> http://www.stockchase.com/opinions/view/139888 Tue, 21 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/139888 Empire Company (A) <p>Just purchased Safeway.&nbsp; Control close to 20% of grocery business in Canada as well as owning Crombie REIT (CRR.UN-T).&nbsp; They compounded share growth at 10% over the last 10 years.&nbsp;</p> http://www.stockchase.com/opinions/view/139867 Mon, 20 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/139867 Moody's Corp. <p>Credit/debt rating agency.&nbsp; Control close to 40% of the market.&nbsp; You can&rsquo;t issue debt without a rating.&nbsp; A lot of their revenues are recurring in nature.&nbsp; They buy back stock as well.</p> http://www.stockchase.com/opinions/view/139866 Mon, 20 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/139866 MTY Food Group <p>Has been around for a long time.&nbsp; They are Thai Express, Mr. Sub, Jugo Juice and Extreme Pita.&nbsp; They have close to 30 brands in their portfolio.&nbsp; They have done a fantastic job growing the business.&nbsp; He sees this as a tremendous opportunity.&nbsp; They can double their revenues in the next 7 years as they roll out into the US.</p> http://www.stockchase.com/opinions/view/139865 Mon, 20 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/139865 Trans Canada Corp <p>Keystone XL does not matter anymore.&nbsp; Growth of the company will happen inside Canada.&nbsp; They may spin out their power generating assets and release value.&nbsp; This is a dividend grower.&nbsp;</p> http://www.stockchase.com/opinions/view/139849 Mon, 20 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/139849 Bank of Nova Scotia <p>A laggard.&nbsp; It is difficult for Canadian banks to grow so each has its strategy.&nbsp; It is in Mexico, Chili and others.&nbsp; ROE is very high and dividend is attractive.</p> http://www.stockchase.com/opinions/view/139848 Mon, 20 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/139848 Magna Int'l. (A) <p>Bought some today.&nbsp; It is down significantly over the last 7 weeks.&nbsp; He knew there were going to be a lot of cars sold and therefore a lot of car parts.&nbsp; There are another 2-3 years of good growth in North America in the auto industry and then after that it will repeat in Europe.&nbsp; A PE of 10 so it is a perfect value stock.&nbsp; Earnings growth exceeded the growth in the stock.</p> http://www.stockchase.com/opinions/view/139847 Mon, 20 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/139847