Stockchase Recent Top Picks RSS Recent Top Picks by Experts http://www.stockchase.com/ en BMO S&P/TSX Oil & Gas 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;">You get a little more play on Trans Canada Pipe (TRP-T) and Enbridge (ENB-T), which he likes. This should work out very well because of Trans Canada Pipe leading the way on the Canada east contract. He thinks that is going to work out very well. This has lots of growth in it.</span></p> http://www.stockchase.com/opinions/view/140286 Fri, 31 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/140286 Vanguard Large Cap 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 Oct 15/13. Up 20.77%.)</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;"> This holds about 600 US stocks, and gives you a broad US exposure based on the S&amp;P 500. Dirt cheap at about 7 or 8 basis points.</span></p> http://www.stockchase.com/opinions/view/140277 Fri, 31 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/140277 iShares S&P/TSX Equity Income <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 used to be 55 basis points, which is very high. They chopped it along with a number of other ETF management fees down to 20 basis points. This is now yielding about 4.3% and he likes it. This has lots of growth in it.</span></p> http://www.stockchase.com/opinions/view/140272 Fri, 31 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/140272 George Weston 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;">Controls Loblaw's (L-T) which just bought Shoppers. Fantastic brands. A reasonably boring company. Has a fantastic war chest and has to decide what it is going to do with its money. Recently, it has just broken out above a pretty significant level of $91. </span></p> http://www.stockchase.com/opinions/view/140268 Fri, 31 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/140268 SPDR Utilities E.T.F. <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;">Utilities have been hitting record highs. Usually they do well in softer environments, but in the last 2 months, they have shown great strength. Well above its uptrend and he is looking to add to his position. The market does really not believe that we've got escape velocity growth.</span></p> http://www.stockchase.com/opinions/view/140267 Fri, 31 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/140267 SPDR Health Care E.T.F. <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;">Healthcare. Chart shows a V bottom this month. As a longer-term investor, he would like to hold this for a while. If it came back to the breakout level in the low $60, he would like to buy some more. Healthcare is a generational thing that we are just embarking on.</span></p> http://www.stockchase.com/opinions/view/140266 Fri, 31 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/140266 Canadian Natural Rsrcs <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;">Great Canadian oil company. Trades at 5X cash flow. About to throw off about $6-$7 billion free cash by about 2018. Great management. This pullback is a great opportunity to buy the stock. Yield of 2.35%.</span></p> http://www.stockchase.com/opinions/view/140247 Thu, 30 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/140247 Amgen 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 biotechnology company, but looks more like a pharmaceutical company in his view. Trading at 18X earnings. Have some great products in their pipeline. Feels the stock is worth probably in the $200 range. Yield of 1.51%.</span></p> http://www.stockchase.com/opinions/view/140246 Thu, 30 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/140246 Barclays Bank PLC <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 has been pushed down because of issues, that they will solve like a lot of the other banks did. Have a great retail franchise in the UK. Had a retail franchise in Europe which was poor, so they are getting out of those. Barclays credit card, although down, is a great asset to have. They have asset management. Also, have the investment bank, which has been their big problem. Had bought Lehman Brothers out of bankruptcy. Also, were very large in the fixed income side, which takes up a lot of capital. They are fixing those problems.</span></p> http://www.stockchase.com/opinions/view/140245 Thu, 30 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/140245 iShares DJ Medical Devices E.T.F. <p><strong>This is the trend in the marketplace so buy the trend.&nbsp; People who are aging are going to buy the hips, the knees and get the heart thing done.&nbsp; All of these companies are expanding into Latin America and China.&nbsp; </strong></p> http://www.stockchase.com/opinions/view/140225 Thu, 30 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/140225 Precision Castparts Corp. <p>Forge and cast products, very complex products.&nbsp; Likes it because these products are used for jet engines and turbines and in the automotive and oil and gas sectors.&nbsp; The company is going to be in demand for their products.&nbsp; Looking at 17% increase in next year&rsquo;s earnings.&nbsp; A classic industrial play.&nbsp; He is looking for aviation to get better.</p> http://www.stockchase.com/opinions/view/140224 Thu, 30 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/140224 Aecon Group Inc <p>They are in three different areas.&nbsp; Trading a lot less than peers.&nbsp; He likes the sector.&nbsp;</p> http://www.stockchase.com/opinions/view/140223 Thu, 30 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/140223 Jarden Corp. <p class="western" style="margin-bottom: 0cm;">Owns brands like Coleman, Sunbeam, Rawlings Sporting Goods, and even Bicycle playing cards. Great company. Had a good run, but still only trading at about 14.5X next year's earnings. He considers it as almost a hedge on his overweight in the energy area. As you see oil and gasoline prices come down, it puts a lot of money in consumers&rsquo; pockets. 16% of their sales for various products goes through Wal-Mart.</p> http://www.stockchase.com/opinions/view/140200 Wed, 29 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/140200 Toronto Dominion <p class="western" style="margin-bottom: 0cm;">Has been underperforming the others a little bit over the last 2 or 3 months. 6% off the high back in the summer. There may be some concerns over the change in leadership, but the new person stepping in has been with the bank for many years. Great exposure in the US. Huge deposit base there, that they will hopefully exploit. The multiple is back in line, if not lower than some of the others. 3.5% yield.</p> http://www.stockchase.com/opinions/view/140199 Wed, 29 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/140199 Parex Resources Inc. <p class="western" style="margin-bottom: 0cm;"><span style="color: #ff0000;"><strong>(A Top Pick Nov 27/13. Up 73.93%.)</strong></span> Down 33% from its highs of just 6 months ago. Dirt cheap last year and still cheap today. Recently sold their Trinidad and Tobago properties to rededicate that money to Colombia. Had 56% production growth over the last year. Even with an oil price of $70, they will cash flow something like $2.50 next year. Trading at a little over 4X earnings. No debt and well-funded.</p> http://www.stockchase.com/opinions/view/140188 Wed, 29 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/140188 Kohl's Corp <p><span style="color: #ff0000;"><strong>&nbsp;*SHORT*.</strong></span> They came out about a week ago and guided to lower same-store sales. Also, guided to lower earnings going forward. Thinks the overall department store sector in the US is a very mature sector, not a lot of growth. 50% of their revenue is branded and discounters are eating their lunch. Yield of 2.84%.</p> http://www.stockchase.com/opinions/view/140179 Wed, 29 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/140179 Westjet Airlines <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 little more defensive than Air Canada and in better shape with newer planes and no unionization. Not only has there been a pullback in price on the stock, but there has been a pullback in fuel, which is the largest operating cost. On a forward basis, they trade from 4.5% to 7.5% X EBITDAR (the &ldquo;R&rdquo; is for plane rentals). Also, it has been oversold. Yield of 1.53%.</span></p> http://www.stockchase.com/opinions/view/140178 Wed, 29 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/140178 KKR & Co. LP <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;">Private equity. A phenomenal company. If you believe that markets are turning healthy and that the correction is behind us, you want to be in this alternative space. Has roughly half of its value on the balance sheet, so there is a lot of security. 30% of their business didn't exist 2 years ago and has yet to start earning meaningful fees. Yield of 8.01%. </span></p> http://www.stockchase.com/opinions/view/140177 Wed, 29 Oct 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/140177