Stockchase Recent Top Picks RSS Recent Top Picks by Experts http://www.stockchase.com/ en iShares Global Agriculture 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;">Agricultural commodities and agricultural products are his favourite assets. The thesis is that farmland is being eaten up by urbanization. Global population is now over 7 billion. As farmland goes down and population goes up, it is a supply/demand thing. There are very few hard assets that have such a steady, but consistently positive upward sloping growth chart like this one has.</span></p> http://www.stockchase.com/opinions/view/142021 Thu, 18 Dec 2014 00:00:00 -0500 http://www.stockchase.com/opinions/view/142021 iShares MSCI ACWI Low Carbon Target <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 global product with a low carbon footprint. (A brand new product.) Exposure to high carbon things can be a real drag on your portfolio performance. It doesn&rsquo;t exclude carbon products; it just significantly underweight&rsquo;s them, while getting exposure to the rest of the world.</span></p> http://www.stockchase.com/opinions/view/142020 Thu, 18 Dec 2014 00:00:00 -0500 http://www.stockchase.com/opinions/view/142020 Vanguard US Total Mkt Ind ETF <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>(A Top Pick Dec 31/13. Up 22.19%.)</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;"> He likes the US market probably more than any other market in the world. It gets you out of Canada. It is extremely broad with over 1000 names. There are a lot of small-cap names in it, which generally outperforms large cap stocks.</span></p> http://www.stockchase.com/opinions/view/142014 Thu, 18 Dec 2014 00:00:00 -0500 http://www.stockchase.com/opinions/view/142014 Walt Disney <p>One of the first places people spend money when they have more.&nbsp; They are opening a new theme park in China.&nbsp; Their media businesses are doing well.&nbsp; Strong balance sheet and they are likely to win in a better environment.</p> http://www.stockchase.com/opinions/view/142005 Thu, 18 Dec 2014 00:00:00 -0500 http://www.stockchase.com/opinions/view/142005 Electronics Arts Inc <p>The consumer has more money in their pockets now.&nbsp; EA-Q has a broad range of customers from young to old.&nbsp; They will now spend more money in gaming.&nbsp; Now more and more sales are being done online so that a retailer is being cut out.&nbsp; The customers are repeat customers, constantly upgrading their games.&nbsp; Their business model is changing and their margins are going higher.</p> http://www.stockchase.com/opinions/view/142004 Thu, 18 Dec 2014 00:00:00 -0500 http://www.stockchase.com/opinions/view/142004 Morgan Stanley <p>There was a lot of regulation coming out of the recession.&nbsp; MS-N is moving rapidly towards asset management (55% of revenue). &nbsp;It is a stable business where they deal with a very high end client.&nbsp; Thinks their dividend could go up 100-150% over the next year.&nbsp; Believes investors will be prepared to pay a higher multiple as they recognize that risk levels have come down due to new regulations.</p> http://www.stockchase.com/opinions/view/142003 Thu, 18 Dec 2014 00:00:00 -0500 http://www.stockchase.com/opinions/view/142003 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;">Tremendously oversold, along with all the other Canadian banks. At today&rsquo;s closing price, it is paying about a 4.2% yield and trading at around 9.5X of what he expects they will earn in 2015. Sold off because it has been computed that it has the largest exposure to the Canadian oil industry in its wholesale banking of any of the Canadian banks. He doesn&rsquo;t see many Canadian oil companies going bankrupt in the next little while. Oil companies are cutting their dividends and cutting their CapX, but that doesn&rsquo;t mean they are not paying their bank loans. This bank probably has less exposure on loans to oilfield workers and mortgages in Alberta, then the other Canadian banks.</span></p> http://www.stockchase.com/opinions/view/141982 Wed, 17 Dec 2014 00:00:00 -0500 http://www.stockchase.com/opinions/view/141982 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;">A very impressive company. Preeminent in search and preeminent software for mobile devices with their android software. They are the &ldquo;go to&rdquo; for advertisers who want to get their message out on any kind of computing device, including mobile devices. You also get what he calls lottery tickets, with the driverless car or whatever they might be developing. This company has almost $100 per share in cash and trading at probably 19X or so 2015 earnings. If you take away the cash, it is trading more like 15X or 16X. Doesn&rsquo;t pay a dividend but are sitting on $62 billion, which will be burning a hole in their pocket. Feels they are either going to start to pay a dividend or are going to start to buy back shares.</span></p> http://www.stockchase.com/opinions/view/141981 Wed, 17 Dec 2014 00:00:00 -0500 http://www.stockchase.com/opinions/view/141981 Suncor Energy 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>(A Top Pick Jan 9/14. Down 1.74%.)</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;"> Had looked pretty good in the summer, but not so good now. When you play with commodities, this is what you have to live with. He likes this over all the other oil companies in Canada because it is vertically integrated. It not only has production, but also has refining and retailing. There are no exploration risks. Yield of 3.14%, which is not only sustainable, but might have room to go up.</span></p> http://www.stockchase.com/opinions/view/141969 Wed, 17 Dec 2014 00:00:00 -0500 http://www.stockchase.com/opinions/view/141969 Hexcel 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 derivative play and they are in the structural materials business. They do the carbon fibre material, and two thirds of their business is with Boeing and Airbus. Between the 2 they have over $1 trillion of airplanes that have been ordered and on the block to be assembled. This company makes about $5 million an airplane, and there are thousands and thousands of them that will be produced over the next decade. Trading at a very reasonable multiple and has a good growth rate of around 15% per year. A fine cash flow company with a cash flow of about 7.5% yield.</span></p> http://www.stockchase.com/opinions/view/141957 Wed, 17 Dec 2014 00:00:00 -0500 http://www.stockchase.com/opinions/view/141957 Lear 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;">Primarily automotive seating or interior work. Basically provides to all the major producers around the world. The run rate in North America is around 17 million units. Over 20 million units in Europe and over 21 million in Asia. Trading at a very modest multiple of around 10X earnings and has good growth ahead of it. Dividend yield of 0.87%.</span></p> http://www.stockchase.com/opinions/view/141956 Wed, 17 Dec 2014 00:00:00 -0500 http://www.stockchase.com/opinions/view/141956 Boeing <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;">Traded down a little on the oil story. This is kind of illogical. The thesis is that with lower oil prices, the drive for new fuel efficient airplanes will be lessened, which doesn&rsquo;t make a lot of sense to him. It is the competitive landscape that matters. One airline against another as beneficial margins and competitive margins lead to pricing decisions. They have a $375 billion backlog, which is pretty much clear sailing through the end of the decade in terms of their delivery schedule. Thinks you could probably see a mid-teens type long-term growth. Dividend yield of 2.95%.</span></p> http://www.stockchase.com/opinions/view/141955 Wed, 17 Dec 2014 00:00:00 -0500 http://www.stockchase.com/opinions/view/141955 Tesla Motors 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;">A name that most serious investors don&rsquo;t take seriously. Thinks we will look back at this and wonder why we haven&rsquo;t been accumulating for the future. Extremely innovative. Thinks this is going to be like the iPod was 6-7 years ago. He is accumulating this on the margin. There is no perfect time to be buying this. Take very small baby steps with a maximum weighting of about 2.5%, (maybe 1%, 1% followed by 0.5%) and see how it goes over the next couple of months.</span></p> http://www.stockchase.com/opinions/view/141936 Tue, 16 Dec 2014 00:00:00 -0500 http://www.stockchase.com/opinions/view/141936 Starbucks <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;">Hasn&rsquo;t been a spectacular performer this year, but is moving into food and wine with a big movement into China and eventually into India. Have great metrics and great earnings. Yield of 1.62%.</span></p> http://www.stockchase.com/opinions/view/141935 Tue, 16 Dec 2014 00:00:00 -0500 http://www.stockchase.com/opinions/view/141935 Canadian National R.R. <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 trading off in sympathy with what is happening in oil. This is a great derivative play. What he finds interesting is that crude by rail and fracing sand shipments are about 9% of their business. They do a lot of merchandise, a lot of international intermodal with the best operating margins at about 37%. Yield of 1.31%.</span></p> http://www.stockchase.com/opinions/view/141934 Tue, 16 Dec 2014 00:00:00 -0500 http://www.stockchase.com/opinions/view/141934 Newalta Corp <p>Oil and Gas.&nbsp; One of the biggest recyclers of waste in the business.&nbsp; They clean up tailing ponds.&nbsp; Very little business is tied to the price of oil.&nbsp; Stock is really beaten up.&nbsp; Good short term upside. To the $19s.</p> http://www.stockchase.com/opinions/view/141916 Tue, 16 Dec 2014 00:00:00 -0500 http://www.stockchase.com/opinions/view/141916 Park Lawn Income Trust <p>Only publicly traded company in this industry.&nbsp; 40 years capacity in cemeteries.&nbsp; Great dividend yield.&nbsp; Great way to play demographics.</p> http://www.stockchase.com/opinions/view/141915 Tue, 16 Dec 2014 00:00:00 -0500 http://www.stockchase.com/opinions/view/141915 Canadian Satellite Radio <p>Held since the merger.&nbsp; Losers merged to make a massive money maker.&nbsp; Stock came down when they paid a special dividend.&nbsp; 2.6 Million subscribers, recurring revenue, hardly any cap x.&nbsp; Cash flow multiples are 50-70% more than it is trading at.&nbsp; Number of cars equipped to receive the signal is growing dramatically.&nbsp; Very cheap right now.</p> http://www.stockchase.com/opinions/view/141914 Tue, 16 Dec 2014 00:00:00 -0500 http://www.stockchase.com/opinions/view/141914