Stockchase Recent Top Picks RSS Recent Top Picks by Experts en Gilead Sciences Inc. <p>There has been a lot of concern about some of the competition coming from Merck (MRK-N) hep C medication. Right now, Gilead is really the market leader for hep C and HIV treatment. They had to lower some of the pricing and make the treatment a little shorter, which is good for the patient. However, they have still been able to maintain about 80% of the market share. This is a great value in the biotechnology sector. Dividend yield of 2.41%.</p> Wed, 31 Aug 2016 00:00:00 -0400 Apple <p>One of your safety stocks within the technology space. She expects some revenue growth and some increase in the iPhone 7 for this quarter, as well as nice growth in the 4<sup>th</sup> quarter in sales. Even though she doesn&rsquo;t see huge changes, the age of the iPhone is getting old enough that she does see a replacement cycle coming in this year. Also they have $29 per share in cash, either to pay higher and higher dividends or to do more share repurchases. Dividend yield of 2.14%.</p> Wed, 31 Aug 2016 00:00:00 -0400 Sprouts Farmers Market, Inc. <p>She likes this company, because they do reasonably priced food. They are expecting 14% revenue growth next year, and 4% same-store sales growth. It is a high growth company in the consumer staples space. Also they tend to have smaller square footage stores. They&rsquo;ve seen some good growth in the number of stores, and are expecting to expand their stores by 16% this year.</p> Wed, 31 Aug 2016 00:00:00 -0400 Medtronic Inc <p>A healthcare company, but not a pharmaceutical company. They are very big in cardiovascular and diabetes. Growing their top line at roughly 5%-10% per annum, and the bottom line closer to 12%-13% for the foreseeable future for the next 4-5 years. They are in the right place at the right time, and are likely to return about $1 billion a year to the shareholders for the next few years. They are committed to increasing their dividends. Dividend yield of 1.98%.</p> Tue, 30 Aug 2016 00:00:00 -0400 Campbell Soup Company <p><span style="color: #ff0000;"><strong>*Short*.</strong> </span>This trades at an expensive valuation at roughly 21X earnings. It is dependent primarily on soup, which is in secular decline, and is the high margin part of their business. A lot of it is dependent on weather. Dividend yield of 2.05%.</p> Tue, 30 Aug 2016 00:00:00 -0400 Vodafone Group PLC <p>A UK telco company, a mobile player really. Only 10% of its revenues and earnings come from the UK. It is mainly Pan-European. Extremely strong growth is coming up in the next little while. It has integrated an acquisition, but it trades cheaper than the US and Canadian telcos. Dividend yield of about 6.7%.</p> Tue, 30 Aug 2016 00:00:00 -0400 Birchcliff Energy Ltd. <p>A natural gas name that has re-birthed from an acquisition with Encana (ECA-T) on the Gordon Dell property. It is still trading at a discount valuation. He thinks people will recognize how cheap this name is relative to its fundamentals. On a forward basis he would have it trading at about 7.2X cash flow. Its peers trade at 8X or 9X, and yet with this property acquisition, they&rsquo;ve increased inventory to a highly perceptive liquids rich play. Most importantly, they have taken down their debt. He is looking at a $13 share price in 2 years, if using an 8X multiple.</p> Tue, 30 Aug 2016 00:00:00 -0400 American Hotel Income Properties <p>Hotels. His small cap fund has a large percentage of dividend paying companies. The great thing with the small-cap spectrum is that, just as you can find unloved or uncovered companies that trade at very low PE relative to their growth rates, you can find companies whose base business allows them to generate enough cash to pay a dividend. Some of the growth is through acquisitions where they bought hotels and refurbished them. A lot of the revenue is guaranteed by rail companies. That has been weak because of a lack of coal demand and frac sand demand. Dividend yield of 7.84% at about a 70% payout ratio.</p> Tue, 30 Aug 2016 00:00:00 -0400 NYX Gaming Group Ltd <p>This is a company with the best product in their space, a space that is growing at 10%. Last quarter they organically grew by almost 30% plus you tack on acquisitions. It is mired by a stink due to 2 other companies, which are hopefully going to go very soon. Their next quarter is in November which will be the 1<sup>st</sup> clean quarter where you won&rsquo;t have M&amp;A noise and be up to fully assess their organic business and their recent acquisition. Trading at less than half its peer multiple, despite having stronger growth rates, and at an almost 20% free cash flow yield. Has the best software in the business, and yet is trading at around 7X next year&rsquo;s EBITDA. At 9X EBITDA, this is a $4 stock, about 100% upside from here.</p> Tue, 30 Aug 2016 00:00:00 -0400 CCL Industries (B) <p>This company makes packaging and labels, and their client base are large consumer goods packaging companies. A growth by acquisition story, and recently acquired Checkpoint Security Systems. Have been growing earnings at a 40% compound rate over the last 4 years. Very solid execution. Lots of runway to keep acquiring and consolidating a fragmented industry.</p> Mon, 29 Aug 2016 00:00:00 -0400 Magna Int'l. (A) <p>Canada&rsquo;s largest auto parts company. This is a non-resource cyclical. It is taking market share in North America, Europe and Asia. Margins are improving. Very inexpensive at about 7X earnings, versus its peers at about 11X. Dividend yield of 2.46%.</p> Mon, 29 Aug 2016 00:00:00 -0400 Alimentation Couche-Tard (B) <p>One of the premier growth stories in Canada, not just in the consumer space, but in any sector. Extremely well-managed. They have a 20+ year track record of growing earnings and improving returns on shareholders&rsquo; equity. Just pulled the trigger on a very large transformational acquisition with the purchase of CFT Brands. The synergies on that should come in at about $150-$250 million, bigger than most of the street was expecting. Dividend yield of 0.46%.</p> Mon, 29 Aug 2016 00:00:00 -0400 Hewlett Packard Enterprise Co. <p>HP-N was old tech.&nbsp; It split and HPE-N is up 40% in his fund already.&nbsp; Everyone is confused.&nbsp; This part is the cloud, security, etc.&nbsp;&nbsp; The old one is the contract manufacturer.&nbsp; HPE-N is at EBV whereas peers are multiples of this.&nbsp; 31% upside.</p> Mon, 29 Aug 2016 00:00:00 -0400 Exxon Mobil <p>It is at EBV+3, great dividend.&nbsp; Oil is so out of favour.&nbsp; His model price is $73.&nbsp; You are buying the best company in the world at a cheap price, based on the commodity.</p> Mon, 29 Aug 2016 00:00:00 -0400 General Electric <p>We are getting to a point where the basic fundamentals are running out in the markets and you need to look for stocks that are re-organizing.&nbsp; Model price is up to $25.&nbsp; It keeps going up.&nbsp; The fundamentals will keep pushing the stock up.&nbsp; You want industrials with the infrastructure products coming up.</p> Mon, 29 Aug 2016 00:00:00 -0400