Stockchase Recent Top Picks RSS Recent Top Picks by Experts http://www.stockchase.com/ en Elkwater Resources 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;">Have just re-capitalized, so the name will be changed to Striker Exploration. Have very small production now, less than 100 barrels per day. Look for them to make an acquisition and grow this thing into the next Raging River (RRX-T).</span></p> http://www.stockchase.com/opinions/view/137049 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137049 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;">Have an acquisition strategy where they are going out and buying monitoring companies. Have bought 3 in the last 12 months. Most acquisition companies are growing through acquisition, but this one is also growing organically. They are buying different companies, and then cross-selling between them. Thinks they can probably earn $.04-$.05 a share over the next 12 months. If you put a 10 or 15 times multiple on a company that is growing 20% plus per year, you can see the stock significantly higher.</span></p> http://www.stockchase.com/opinions/view/137048 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137048 Easyhome <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 finance side is the impressive side. The leasing side just continues to be sort of stagnant and not growing a whole lot. Just announced fantastic earnings today. On Tuesday they came out with a new financing package, which basically clears the way for them to grow. Have also bumped up their guide for the future, saying they are going to grow between 14% and 16%.</span></p> http://www.stockchase.com/opinions/view/137047 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137047 Espial Group <p>Just signed with a tier one communications company.&nbsp; Cable companies are losing a lot of business to Netflix.&nbsp; Are going to try to enhance the cable experience to subscribers.</p> http://www.stockchase.com/opinions/view/137016 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137016 Rock Energy Inc. <p>Divested some of their higher cost assets.&nbsp; Cash flow growth goes from $0.76 to $1.85.&nbsp; $2.75 next year.&nbsp; Cheaper than the others.&nbsp; Would be a good acquisition.</p> http://www.stockchase.com/opinions/view/137015 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137015 Sandvine Corp. <p>Turnaround story.&nbsp; The management team has learned from their mistakes and now have things right.&nbsp; Done well in terms of earnings over the last few quarters.&nbsp; Low multiple.&nbsp; $1 a share in cash.&nbsp; 12 times earnings.&nbsp; 50% earnings growth next year.&nbsp; Margins continue to increase.&nbsp; Multiple will continue to increase.&nbsp; There is a scarcity of technology companies in Canada and this one is a good take out candidate.</p> http://www.stockchase.com/opinions/view/137014 Wed, 30 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/137014 Dream Office REIT <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 stock has been unfairly hammered by the market and has very nice upside potential. Yield of 7.66%.</span></p> http://www.stockchase.com/opinions/view/136987 Tue, 29 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136987 Cisco <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;">Topped out in 2000 at about 18X its Book Value and then has spent 10 years in the wilderness. Gradually all that equipment that was installed back then is getting technologically old and is needing to be replaced. In the meantime we have Cloud computing coming on strong, and this company is superb in the hardware area there. Yield of 2.96%.</span></p> http://www.stockchase.com/opinions/view/136986 Tue, 29 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136986 National Bank of Canada <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 is quite cheap. Has been banging up against some pretty stiff technical resistance, but has now broken through. He is hoping that it will catch up with some of the other banks. Yield of 3.92%.</span></p> http://www.stockchase.com/opinions/view/136985 Tue, 29 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136985 Firstservice 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;">A residential management company. They operate residential services, manage condos and look after things like security, concierges, etc. Just reported earnings showing a 16% revenue boost, 32% EBITDA boost. Instituted a dividend a couple of years ago. Still run by the founder who still owns lots of stock. Nobody talks about it, but just a very solid company. Yield of 0.73%.</span></p> http://www.stockchase.com/opinions/view/136962 Tue, 29 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136962 Amaya Gaming Group 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;">Got regulatory approval for their rational gaming acquisitions, which will make them the biggest public online gaming company globally. It is going to trans-straddle the consumer and technology sectors. A great, great growth company. Have done nothing but execute perfectly well in terms of deals and acquisitions. Management owns 26% of the company.</span></p> http://www.stockchase.com/opinions/view/136961 Tue, 29 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136961 Contrans Group 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;">TransForce (TFI-T) has an offer in to buy this and it is board approved. Transforce stock went up 10%. It&rsquo;s $0.30 accretive to earnings, which at a 15X multiple is worth almost $5 to Transforce stock. Everybody loves this deal, which by default means it is a bad deal for Contrans. This stock, at $15 with a 15X multiple on next year&rsquo;s earnings, is an $18 stock without a takeover. This is at the economic stage where earnings will start to ramp up. Yield of 3.97%.</span></p> http://www.stockchase.com/opinions/view/136960 Tue, 29 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136960 EnerCare Inc <p>Just announced they were buying the consumer&rsquo;s services division from Direct Energy, which now gives them direct access to consumers in Ontario. Largely involved with water heaters as well as running a sub-metering business. He estimates capitalization of the company is going to go from around $800 million to $1.1-$1.2 billion. This is a very accretive acquisition to cash flow, and he estimates it is going to be 22%-25%. This puts out the potential for dividend increases down the road. Dividend yield of 5.27%.</p> http://www.stockchase.com/opinions/view/136926 Mon, 28 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136926 CAE Inc <p>Recently announced about $120 million in new training contracts. They also announced about $110 million for the military side in New Zealand. They continue to gain new business, whether military or civil space. Yield of 1.7%.</p> http://www.stockchase.com/opinions/view/136925 Mon, 28 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136925 Encana Corp <p><span style="color: #ff0000;"><strong>(A Top Pick July 22/13. Up 35.2%.)</strong></span> Management has surfaced value with their spin out of PrairieSky (PSK-T), sold Big Horn and acquired some property in Eagle Ford. Becoming much more exposed to liquids than to natural gas. Have done some extremely smart things with their asset base, as well as making some very strategic acquisitions. Good cash position of about $2.7 billion. Still has a long ways to go.</p> http://www.stockchase.com/opinions/view/136918 Mon, 28 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136918 Crescent Point Energy Corp <p>The oil and gas companies will be facing the tax man as tax pools run out.&nbsp; But CPG-T is nowhere near that point.&nbsp; They are aggressive in acquiring company&rsquo;s land.&nbsp; They are perfecting water flood secondary recovery.&nbsp;</p> http://www.stockchase.com/opinions/view/136907 Mon, 28 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136907 Precision Drilling <p>Likes the energy field.&nbsp; Most modern and largest fleet in Western Canada.&nbsp; Signed a deal with Schlumberger Ltd. (SLB-N) to round out the product offering.</p> http://www.stockchase.com/opinions/view/136906 Mon, 28 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136906 Central Fund of Canada Ltd (A) <p><span style="color: #ff0000;"><strong>(Top Pick Jul 22/13, Down 0.19%)</strong> </span>You could see a bounce back up to $1360-$1420 for gold, depending on geopolitical events.&nbsp; Gold could have this short term pop of 5-10% and it will increase long term as well due to Indian demographics among other factors.&nbsp; He will hold it for fundamental reasons.&nbsp; They are not finding as much gold any more.</p> http://www.stockchase.com/opinions/view/136893 Mon, 28 Jul 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/136893