Stockchase Recent Top Picks RSS Recent Top Picks by Experts http://www.stockchase.com/ en iShares S&P/TSX Gb Base Metals <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;">Any time he has the opportunity in his portfolios to buy international or US indexes in the Canadian market, he does it. This does not have gold in it, but is straight base metals. Nobody has put any new money into mining, and there is not a lot of capacity there. Feels that once this gets going, you are going to see a lot of action in the mining sector. It will always be the big cap guys that lead the sectors back, and that is why he has started with this one</span>.</p> http://www.stockchase.com/opinions/view/136719 Tue, 22 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136719 Vanguard US Total Mkt Ind ETF <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;">Total US market. So this is big cap, mid-cap and small cap. You can buy this either hedged or unhedged. This is the unhedged total US market cap, and VUS-T is the one that is hedged.</span></p> http://www.stockchase.com/opinions/view/136718 Tue, 22 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136718 Horizons S&P/TSX 60 Equal Weight ETF <p><span style="color: #ff0000; 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>(A Top Pick July 24/13. Up 18.77%.) </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;">Likes this because it de-emphasizes financials a little bit. As the property market flattens out, some of the profitability of Canadian banks flattens out as well. The leadership is more with energy and materials.</span></p> http://www.stockchase.com/opinions/view/136709 Tue, 22 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136709 Madison Square Garden (D) <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;">Entertainment, sports, media company that has a mix of 3 different core businesses. They own the New York Knicks and New York Rangers. People are putting very large values on sports franchises. They also own Madison Square Gardens, and have the development rights/air rights above the building, to build an office building or condo eventually. Thirdly have the regional sports network, which is somewhere in the neighbourhood of $350 million a year. The combination of these things could make it worth as much as $100 a share. Feels the Dolan family could make a bid to make it private at some time.</span></p> http://www.stockchase.com/opinions/view/136701 Tue, 22 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136701 Hudson Bay Co. <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;">Doesn&rsquo;t love department stores, but this is a unique opportunity. There are 3 really prominent retail brands under this company, The Bay, Lord &amp; Taylor and Saks. This is run by the real estate Baker family, and the real opportunity here is the monetization and the hidden value of the real estate. $5.5-$6 billion enterprise value company. Thinks the real estate alone could be worth $4 billion, which means you are buying the retail operation for about 3X enterprise value to EBIDA, a very depressed multiple yield of 1.2%.</span></p> http://www.stockchase.com/opinions/view/136700 Tue, 22 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136700 Corby Spirit and Wine (A) <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;">The really interesting element is that whiskey is the big hot trend in the spirits business, and Pernod, their parent, does not have a US whiskey brand. Corby partnered with J P Wisers, their Canadian Rye brand, in order to make a big push into the US. They are just in the early stages. If successful and gets traction, this company&rsquo;s earnings could go up substantially. If this expansion is successful, you are either going to get a big dividend increase, or Pernod is going to come along and try to buy the remaining piece of this company. Yield of 3.51%.</span></p> http://www.stockchase.com/opinions/view/136699 Tue, 22 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136699 Cineplex 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;">This is the 1<sup>st</sup> time in a while that there has been a decent pullback (10%) because of the lack of blockbusters. Third and 4<sup>th</sup> quarters are going to be better. Thinks you will get about a 10% return plus the dividend, giving you a 14%-15% return, with a ton of safety. One of the best management teams out there.</span></p> http://www.stockchase.com/opinions/view/136676 Mon, 21 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136676 Paramount Resources <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;">Gas producer. Has fantastic growth. They are going to double production, and cash flow is going to jump in 2015, and then again in 2016. The Riddell family is in on this, and they are very sharp. They basically run it like a private company and think 10 years ahead. He thinks this is a $75 stock.</span></p> http://www.stockchase.com/opinions/view/136675 Mon, 21 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136675 Argonaut Gold <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;">Started to buy this again recently. Just reported production, which was about a 7% miss, so the stock has pulled back. Currently trading $0.65 from its NAV. There is production growth coming. This was just a quarter that got pushed into the back half of the year, so they kept guidance the same. Thinks it is easy for this to go to $5 again. This is a seasonally strong period for gold (and silver), so he thinks there is at least a trade in this. Low cost producer at about $700 an ounce.</span></p> http://www.stockchase.com/opinions/view/136674 Mon, 21 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136674 Encana Corp <p>It is almost all pulled back.&nbsp; A huge base and then a break out.&nbsp; We had one leg and now we will get the second.&nbsp; Buy it today or tomorrow.</p> http://www.stockchase.com/opinions/view/136650 Mon, 21 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136650 Trans Canada Corp <p>Good yield, coming out of a big base last summer.&nbsp; It is looking good with Keystone XL.</p> http://www.stockchase.com/opinions/view/136649 Mon, 21 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136649 Husky Energy <p><span style="color: #ff0000;"><strong>(Top Pick Jan 20/14, Up 4.08%)</strong></span> It is in a major uptrend although it went through a correction recently.&nbsp; This is an ideal buying opportunity.&nbsp; Average up, rather than down.&nbsp; It had a double base and then a break out.&nbsp; It is pulling back so as to provide another buying opportunity.</p> http://www.stockchase.com/opinions/view/136636 Mon, 21 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136636