Stockchase Recent Top Picks RSS Recent Top Picks by Experts http://www.stockchase.com/ en Spin Master Corp <p><span style="font-family: 'Times New Roman',serif; 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;" lang="EN-CA">This is a founder led company which he likes. The founders started out selling Earth Buddies and Devil Sticks on the street and have built it into an international toy company. This is a fresher IPO, so they don&rsquo;t have a lot of operating history, but if you can get past that, there is lots of life. They have a lot of growth levers to pull. Just getting started internationally and are not afraid to make acquisitions. Also they are starting to pair TV content with their product launches, which could be pretty powerful. If you have a hit TV show you will have a hit product, or vice versa.</span></p> http://www.stockchase.com/opinions/view/164060 Fri, 30 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/164060 Stella-Jones Inc. <p><span style="font-family: 'Times New Roman',serif; 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;" lang="EN-CA">Railway ties and utility poles. There is a kind of steady consistent demand for their products. Thinks the recent pullback has been due to the chunky contract nature with utility poles. However, what is being overlooked is the lumber side of their business. They are getting into the residential lumber in the US, and their most recent quarter had some pretty good growth in this business. Their prospects have never looked as good, and yet the multiple is trading below their historical multiples. Dividend yield of 0.88%.</span></p> http://www.stockchase.com/opinions/view/164059 Fri, 30 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/164059 Great Canadian Gaming Corp <p><span style="font-family: 'Times New Roman',serif; 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;" lang="EN-CA">A casino operator. Starting to get some momentum behind it, but it is still pretty cheap. They operate in a stable business with some regulatory protection. There is some organic growth runway behind them as they are expanding a casino in British Columbia as well as a new one in Belleville Ontario. Thinks it may have been overlooked because of a lack of dividend, but sometimes that is good for a business.</span></p> http://www.stockchase.com/opinions/view/164058 Fri, 30 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/164058 Naspers Ltd. <p><span style="font-family: 'Times New Roman',serif; 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;" lang="EN-CA">A South African company, Tech media. A fascinating business model. You could think of them almost as a private equity firm. 80% of their NAV and almost 100% of their market cap and is basically reflected in their stake in Tencent (TCEHY-5). This is her way of investing in Tencent, with a free option on all their other businesses.</span></p> http://www.stockchase.com/opinions/view/164034 Fri, 30 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/164034 LG Household & Healthcare Ltd <p><span style="font-family: 'Times New Roman',serif; 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;" lang="EN-CA">Cosmetics and skincare, and is her play on beauty spending in China. If you look at serious spending in China, it is cosmetics and has doubled over the last 5 years, but is expected to continue to grow by double digits in the next few years. Dividend yield of 0.58%.</span></p> http://www.stockchase.com/opinions/view/164033 Fri, 30 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/164033 AIA Group <p><span style="font-family: 'Times New Roman',serif; 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;" lang="EN-CA">Life insurer. This has grown to become the largest Pan-Asian insurer with operations across 18 countries in the Asia-Pacific. Very strong balance sheet. Because they are so big, a lot of their revenues fall to the &ldquo;surplus&rdquo;. They have been increasing dividends every year on a regular basis. Dividend yield of 1.41%.</span></p> http://www.stockchase.com/opinions/view/164032 Fri, 30 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/164032 Tamarack Valley Energy <p>This one has been a laggard.&nbsp; It has trailed a lot of other oil and gas companies.&nbsp; They did a fantastic job of growing production.&nbsp; They did a good job of cutting down their costs.&nbsp; They are not levered because they have a great balance sheet.</p> http://www.stockchase.com/opinions/view/164009 Thu, 29 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/164009 Ceapro Inc. <p>They extract beta glucan from oats.&nbsp; It is supposed to be anti-aging, healing and goes into their products.&nbsp; They have ramped up earnings tremendously over the last few quarters.&nbsp; They just opened a new facility that can do 10 times the production.</p> http://www.stockchase.com/opinions/view/164008 Thu, 29 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/164008 Diamcor Mining Inc. <p>No one covers this story.&nbsp; When he looked at the numbers he got VERY interested.&nbsp; They just started to ramp up in terms of production.&nbsp; It should rise into Q1&rsquo;17.&nbsp; They could earn 20-40 cents.&nbsp; He has 3 year warrants.&nbsp; Diamond prices are at a multi year low.&nbsp; This will start to get it on people&rsquo;s radar screens.</p> http://www.stockchase.com/opinions/view/164007 Thu, 29 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/164007 Alterra Power Corp. <p>Big geothermic producers in Iceland. The company has disappointed investors because it is in the alternative energy space, which takes a very long time. People look at the historic lack of cash generation, not understanding that the company has generated the cash to pay down $200 million in debt over 7 years. Their free cash flow really begins to come next year, and the stock will re-rate. Dividend yield of 0.76%.</p> http://www.stockchase.com/opinions/view/163978 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163978 AltiusMinerals Corp <p>Very high quality people. Brian Dalton is one of the best young allocators of capital in Canada. Has built very large money from turning mineral properties to account. He has a very large royalty portfolio in the company. Lots of free cash flow and lots of working capital. Dividend yield of 1.16%.</p> http://www.stockchase.com/opinions/view/163977 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163977 Ivanhoe Mines <p>Two of the assets, the Kamoa and the Platreef are 2 tier 1 assets, absolutely world scale assets, in copper, platinum and palladium respectively. They are &ldquo;throw away&rdquo; assets. The King Leopold mine Kipushi is the highest grade zinc/copper mine in the world. There are risks, but with partners like the governments of China and Japan, it goes a long way to mitigating those risks. He suspects there are going to be weak copper markets for at least 2 years.</p> http://www.stockchase.com/opinions/view/163976 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163976 Baxter International Inc <p><span style="font-family: 'Times New Roman',serif; 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;" lang="EN-CA">Very big in kidney medicine. Healthcare is a really good space to be in. One of the few spaces that is in a secular bull market. This company has some pricing power and some really big competitive advantages that are going to be recognized by the market. Dividend yield of 1.1%.</span></p> http://www.stockchase.com/opinions/view/163945 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163945 Aecon Group Inc <p><span style="font-family: 'Times New Roman',serif; 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;" lang="EN-CA">Expects this to go much, much higher although there is a bit of volatility to deal with in the meantime. Has a $25 target from here. If it gets above $19, a way we go. Dividend yield of 2.56%.</span></p> http://www.stockchase.com/opinions/view/163944 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163944 Extendicare Inc <p><span style="font-family: 'Times New Roman',serif; 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;" lang="EN-CA">Seniors housing. They have done some divestitures in the US. Profitability has really gone up, and they are in a really good space; demographics. The breakout queued his interest. He has taken a small position of about a 3<sup>rd.</sup> A good space to be in.</span></p> http://www.stockchase.com/opinions/view/163943 Wed, 28 Sep 2016 00:00:00 -0400 http://www.stockchase.com/opinions/view/163943