Stockchase Recent Top Picks RSS Recent Top Picks by Experts http://www.stockchase.com/ en Vodafone Group PLC <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 European market has changed in terms of the outlook for growth for telecom companies. This company goes around the world buying small operations, grows and then sells them off. Good management. Yield of 3.12%.</span></p> http://www.stockchase.com/opinions/view/145271 Fri, 27 Mar 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/145271 Unilever NV <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;">Has the largest emerging market exposure of consumer staples. The market doesn&rsquo;t like that right now, but that is obviously a mistake as the emerging markets are growing much faster than what we have in developed economies. The dividend gross periodically. Balance sheet is fine. Yield of 3.12%.</span></p> http://www.stockchase.com/opinions/view/145270 Fri, 27 Mar 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/145270 Keppel Corp Ltd. <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>(BNN shows the symbol as KPELF-PK, but my search through Globe &amp; Mail and Bloomberg could find nothing. However, our site does have this under KEP-SP and they are both about oil rigs, so am presuming it is the same company.)&nbsp;</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;">A conglomerate that is active in the offshore oil reconstruction and ship repair market. They also have a property business. Has increased its dividend for 24 consecutive years. Good balance sheet and excellent management. A long-term story.</span></p> http://www.stockchase.com/opinions/view/145269 Fri, 27 Mar 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/145269 First United <p>Good financial ratios and capitalization ratios.&nbsp; If they start repaying a dividend he can see a cent or two a quarter and then moving up from there.&nbsp; Thinks they will start the dividend this year.&nbsp; A nicely managed company.</p> http://www.stockchase.com/opinions/view/145228 Thu, 26 Mar 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/145228 Alacer Gold Corp <p>Lots of money and no debt and they are expanding their copper deposit.&nbsp; Companies have been looking at them and they could get possibly taken over at some point.</p> http://www.stockchase.com/opinions/view/145227 Thu, 26 Mar 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/145227 Cathedral Energy Services <p>They cut their dividend in half.&nbsp; They cut their capital spending in half.&nbsp; They cut half their labour cost.&nbsp; They have a reasonably good balance sheet.&nbsp; It is a good time to buy in now.&nbsp; They are smartly managed and a number of companies in this sector will go bankrupt or chapter 11 so this will eliminate competition.</p> http://www.stockchase.com/opinions/view/145226 Thu, 26 Mar 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/145226 Westjet Airlines <p>It has come off a bit after doing very well.&nbsp; It is the perpetual problem with airlines where they overbuild capacity and demand is not there to keep it up.&nbsp; They are expanding into more holiday travel.&nbsp; It sold off on the Western Canada worries and he thinks it is overdone.&nbsp; They have this economy of premiums and they continue to find ways to add to their revenue line.&nbsp; The risk is if the economy turns down and air travel falls.</p> http://www.stockchase.com/opinions/view/145225 Thu, 26 Mar 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/145225 Pembina Pipeline Corp <p>It has come down quite a bit, but he likes the assets.&nbsp; They touch more than half the oil moving around Alberta.&nbsp; They have assets where he expects development to continue.&nbsp; They have a decent dividend and decent growth prospects.&nbsp; If we run into more troubled commodity prices for longer there will be pressure on the stock price, but as for the information they have now, it is in the stock price.</p> http://www.stockchase.com/opinions/view/145224 Thu, 26 Mar 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/145224 Baytex Energy Corp <p><span style="color: #ff0000;"><strong>(Top Pick May 22/14, Down 54.04%)</strong></span> He probably should have sold and come back later.&nbsp; It has good assets and a good cost base and they are a good company.&nbsp; When oil prices start to recover they will be a prime beneficiary of that.&nbsp; It is a high quality company and just needs some support from oil prices.&nbsp; He is not suggesting people back the truck up but just put a toe in.&nbsp; 6% yield.&nbsp; The Saudis can&rsquo;t produce oil for the entire world and no one but they can make money at these levels.</p> http://www.stockchase.com/opinions/view/145209 Thu, 26 Mar 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/145209 Pfizer Inc <p>Has been a sleepy pharma stock.&nbsp; He likes it because of a big hoard of off-shore cash and they announced a deal in February that will give them a lot of synergies and allow them to grow earnings.&nbsp; He thinks breaking up the company will bring out value as well.</p> http://www.stockchase.com/opinions/view/145173 Wed, 25 Mar 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/145173 Hudson Bay Co. <p>They have tremendous real estate in every city across the country.&nbsp; You add to that what Saks had and he feels it is a tremendously undervalued company.&nbsp; It is run by someone who is a real estate guy who is really good at surfacing value from real estate.&nbsp;</p> http://www.stockchase.com/opinions/view/145172 Wed, 25 Mar 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/145172 Element Financial <p>Announced a new Chairman today.&nbsp; The chairman is now separate from the CEO position.&nbsp; Pretty strong organic growth.&nbsp; Earnings growth in the 30% or better range.&nbsp; 16 times this year&rsquo;s and 12 times next year&rsquo;s earnings.&nbsp; They won&rsquo;t pay cash taxes for a long time.&nbsp; He has had it for a couple of years.</p> http://www.stockchase.com/opinions/view/145171 Wed, 25 Mar 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/145171 Canam Group Inc. <p>Commercial construction the US.&nbsp; They also offer architectural and design services.&nbsp; More than a $ billion back log.</p> http://www.stockchase.com/opinions/view/145169 Wed, 25 Mar 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/145169 TeraGo Inc. <p>Originally a pure connectivity play.&nbsp; They acquired a company recently and are now cross selling to the acquired company&rsquo;s customers.&nbsp; It could cause the stock to double at some point.</p> http://www.stockchase.com/opinions/view/145168 Wed, 25 Mar 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/145168 The Score Inc. <p>They had $16 Million on the balance sheet but just raised equity and he thinks this is for an acquisition.&nbsp; In the mean time you have massive growth in the app.&nbsp; It is getting to that kind of scale where you are going to see big increases in their advertizing revenue.&nbsp; Ultimately, someone like FB-Q would take them out.</p> http://www.stockchase.com/opinions/view/145167 Wed, 25 Mar 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/145167 Limoneira Co <p>This is the Sunkist of Lemons.&nbsp; They are now using their fabulous real estate holdings for lemons.&nbsp; They are buying into a look-alike situation in Chile.&nbsp;</p> http://www.stockchase.com/opinions/view/145121 Tue, 24 Mar 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/145121 Noront Resources Ltd. <p>He has been in it for a long time.&nbsp; It is the only minable deposit of chromite in North America.</p> http://www.stockchase.com/opinions/view/145120 Tue, 24 Mar 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/145120 Concordia Healthcare <p>He has held it for a long time.&nbsp; He is contemplating adding to it again.&nbsp; It is a Valiant want-to-be.&nbsp; It will have to get into bigger acquisitions.</p> http://www.stockchase.com/opinions/view/145119 Tue, 24 Mar 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/145119 Goldman Sachs <p>It is probably the best investment bank in the world, and they passed their stress test so they could increase their dividend.&nbsp; He also expects share buy backs.&nbsp; Buying back shares when at book value is a very good use of capital.</p> http://www.stockchase.com/opinions/view/145117 Tue, 24 Mar 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/145117 Express Scripts Inc <p>It&rsquo;s like a buyer&rsquo;s group.&nbsp; They are a toll road for drugs, getting profit off a spread between the usual price and a lower one they negotiate based on the bulk they are dealing with.&nbsp; The payout ratio is small so it can go up a lot.&nbsp; You don&rsquo;t care who has the best drug.</p> http://www.stockchase.com/opinions/view/145116 Tue, 24 Mar 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/145116 Crombie Real Estate Investment Trust <p>A 6.69% dividend.&nbsp; He doesn&rsquo;t care if interest rates go up a bit.&nbsp; It is owned by the Sobeys family.&nbsp; They expanded to Western Canada so there is more growth coming to them.&nbsp; The terrific dividend is probably still going to grow in 2015.</p> http://www.stockchase.com/opinions/view/145115 Tue, 24 Mar 2015 00:00:00 -0400 http://www.stockchase.com/opinions/view/145115