Recent Top Picks | StockChase
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Compiling comments that experts make about stocks while on public TV.

Recent Top Picks

Date Signal Company Expert Opinion Price
2017-09-21 TOP PICK Bank-of-America
BAC-N
David Burrows

It is a more domestically focused bank.  40% of business is from corporate and consumer banking.  20% of revenue is from wealth management which they have done a good job with.  Business conditions are improving in the US.  Higher interest rates are going to give them the ability to make a better interest margin.  ROE could go from 7 to 10%.  It is trading at 1 times its book value vs. 3 for norms and for Canadian banks.  (Analysts’ target: $27.00).

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-21 TOP PICK Caterpillar
CAT-N
David Burrows

It has done well through a difficult period.  80% of the revenue from that sector was just replacement parts.  This equipment wears out and has to be replaced and maintained.  It has the fastest earnings revisions of any S&P company.  (Analysts’ target: $125.00).

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-21 TOP PICK DowDuPont-Inc.
DWDP-N
David Burrows

The largest chemical company in the world.  They may break up into three to unearth more value.  They are completely attached to the global economy.  There are billions in savings they can generate in the next couple of years to generate a much better return on their assets.  It just continues to unfold.  (Analysts’ target: $79.00).

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-20 TOP PICK Apple
AAPL-Q
Zachary Curry

This keeps you in the eco system, which is extremely profitable for them. The apps and the music side is keeping you in there. The iPhone 8 and iPhone X should be positive heading into the holiday season. Also, it is not trading at an outrageous multiple. Dividend yield of 1.6%. (Analysts’ price target is $180.)

Price:
$156.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2017-09-20 TOP PICK Accenture-Ltd.
ACN-N
Zachary Curry

More and more people are moving to the Cloud and not knowing how to do it. Production for this company is helping companies do it. That will grow, grow and grow in his view. Has a huge cash horde, and are very good at integrating acquisitions. Sees it in the $150-$160 range in a year. Dividend yield of 1.8%. (Analysts’ price target is $138.)

Price:
$138.010
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2017-09-20 TOP PICK Altagas-Ltd
ALA-T
Zachary Curry

Subscription Receipts. They did a big deal with the WGL in Washington, and there is a bit of pressure there, but positive and the fact that you get your $31 back if the deal doesn’t work, and a 7% monthly income to wait. Dividend yield of 7.3%. (Analysts’ price target is $33.)

Price:
$28.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2017-09-20 TOP PICK Medical-Facilities-Corp.
DR-T
Bruce Murray

They own source surgical centres in the US. They own 55% of the properties and the surgeons own 45%. The surgeons get paid, but they also have an interest in the business. They are mainly in the Midwest. A relatively small company. Management knows what they are doing, and will continue to buy more of these things. He wants to see a 5% dividend yield, which means it will be a $20 stock, and he will reduce his position in it. Dividend yield of 7.5%. (Analysts’ price target is $16.)

Price:
$14.900
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2017-09-20 TOP PICK Newell-Brands-Inc
NWL-N
Bruce Murray

This was a top pick in August. Then we had the hurricanes that hammered Houston. This company owns Rubbermaid and they buy a lot of rubber. They just put out a press release saying their earnings were going to be hurt because of the increased cost of rubber, and in fact might not get it for a period of time. Because of this, the stock has been hit and is now in the low $40s. He does not believe this is a long-term event, and he would buy the heck of it at this price. It is $3 of earnings and an extremely well-managed company. They own a plethora of brands. Earnings are $3 currently, and he thinks that goes to $4 in a couple of years. Has a $60 target price. Dividend yield of 2.2%. (Analysts’ price target is $58.)

Price:
$42.400
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2017-09-20 TOP PICK Royal-Caribbean-Cruises
RCL-N
Bruce Murray

The stock is down because of hurricanes; however it continues to plug away. Has a $135 target price on it. Demographic demand is strong. The Chinese are getting into cruising, which is a huge market opening up. Cruising will continue to grow. Dividend yield of 2%. (Analysts’ price target is $130.)

Price:
$115.540
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2017-09-19 TOP PICK Celgene-Corp
CELG-Q
Gordon Reid

This has done extremely well. It is growing quickly. Has a good pipeline with 4 drugs that he believes could be $1 billion or more in revenue. The biggest property they own is Revlimid. They concentrate on cancer treating drugs. Not inexpensive, but is reasonably priced. Thinks that next year they will do $8 a share in earnings, less than 20X, and growing at a rapid rate. (Analysts’ price target is $156.)

Price:
$143.470
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-09-19 TOP PICK Lear-Corp.
LEA-N
Gordon Reid

Automotive seating systems. Trading at less than 9X earnings. Growing rapidly and well-managed. The auto industry is more than just North America. About 17 ½ million units out of N.A., 22 million out of Europe and about 26 million out of China. Dividend yield of 1.2%. (Analysts’ price target is $167.)

Price:
$166.300
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-09-19 TOP PICK Methanex-Corp
MX-T
Nick Majendie

The world’s largest producer of methanol, but it tends to track energy prices broadly. Feels there is excellent demand growth over the next number of years, which this company will participate in. They’ve done all of their greenfield expansion over the last number of years, so will be generating a lot of free cash flow in an environment where he expects methanol prices to be between $350 and $400 over the next 5 years. Dividend yield of 2.3%. (Analysts’ price target is $57.)

Price:
$64.330
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-19 TOP PICK Priceline.com-Inc.
PCLN-Q
Gordon Reid

This has been one of the best performing stocks in the NYSE’s history. Had owned this about 15 years ago at $19, but the multiple is lower today than it was then. They will make somewhere in the neighbourhood of $78 a share in earnings this year, and may even touch $90 a share next year. They’ve been very acquisitive over their lifespan. (Analysts’ price target is $2,100.)

Price:
$1859.780
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-09-19 TOP PICK Peyto-Exploration--and--Develop.
PEY-T
Nick Majendie

The lowest cost gas producer in Alberta. He really likes management. They’ll produce BOE’s next year close to 120,000 a day with 53 employees, where over the last 5 years it was between 50 and 55. Very efficient. Natural gas prices have been improving lately. Dividend yield of 6.4%. (Analysts’ price target is $30.)

Price:
$20.910
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-19 TOP PICK Yamana-Gold-Inc.
YRI-T
Nick Majendie

Has been a disappointing performer and selling at a discount. There was a lot of worry amongst investors and some analysts about the balance sheet because of their building of the new mine Serra Morro, which is now 90% complete, and will increase their cash flow 20%, if not 30% when it is in full production. People are worried it might breach their debt covenants, resulting in an equity issue, but he heard they had hedged 60% of next year’s gold production, and 70% of copper production, at prices above what they had budgeted for. In addition, Serra Morro will see them increase their silver production by about 40%. Dividend yield of 0.8%. (Analysts’ price target is $3.50.)

Price:
$3.390
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-18 TOP PICK Boyd-Group-Income-Fund
BYD.UN-T
Jason Del Vicario

An auto body company, a very high ROE generator. The auto body business is fairly fragmented and this company has been a consolidator. He picked this because they have come off from their highs of about $102. A very, very well-run company. Dividend yield of 0.6%. (Analysts’ price target is $110.)

Price:
$91.620
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-18 TOP PICK CASH
CASH
Josef Schachter

You need some buying power for later in the year.  There will be a lot of buying opportunities.

Price:
$0.010
Subject:
ENERGY & ENERGY SERVICE STOCKS
Bias:
BEAR on OIL
Owned:
Yes
2017-09-18 TOP PICK CCL-Industries--B-
CCL.B-T
Jason Del Vicario

This has a core business in packaging and labelling. They did a transformational acquisition where they bought Avery Labels, and more recently bought Innovia out of the UK, which literally prints plastic money, in Canada, Australia and the UK. It has come off recently from its highs. They’ve been increasing their earnings and dividends. A very well-run company. Dividend yield of 0.8%. (Analysts’ price target is $68.50.)

Price:
$56.980
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-18 TOP PICK Constellation-Software-Inc.
CSU-T
Jason Del Vicario

Debenture.Probably the best capital allocator in Canada. He likes this debenture, because it has a high yield of almost 7%. It is not well known and is under the radar. It also has an element of inflation protection. The yield is rather unique in that it is set at 6.5% plus the trailing CPI inflation rate. If you think inflation is going to pick up, you will get yield reset every year. Yielding 6.3%. (Note: This doesn’t qualify for the dividend tax credit, so Buy it in an RRSP, RIIF or a TFSA account.)

Price:
$687.000
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-18 TOP PICK Essential-Energy-Services-Ltd.
ESN-T
Josef Schachter

It has rolled over.  It is the largest coil tubing operator.  They have a book value of $1.14 and is trading half that.  It went from 50 cents to 2.18 and is now back down almost to that level.  Over half of the stock is held by institutions.  He will put it on his action buy list in the next couple of months.  (Analysts’ target: $1.05).

Price:
$0.590
Subject:
ENERGY & ENERGY SERVICE STOCKS
Bias:
BEAR on OIL
Owned:
No
2017-09-18 TOP PICK Gran-Tierra-Energy-Inc.
GTE-T
Josef Schachter

They are out of favour.  It is trading below proven reserves.  The CEO has a large holding along with a major shareholder.  He thinks it has a lot of upside and you could by it during tax loss selling.  (Analysts’ target: $4.60).

Price:
$2.630
Subject:
ENERGY & ENERGY SERVICE STOCKS
Bias:
BEAR on OIL
Owned:
No
2017-09-15 TOP PICK Atlantic-Gold-Corp
AGB-X
Dennis da Silva

A new producer in Canada. Unique and in Nova Scotia. They are opening their new mine, a Moose River consolidated mine project. It is going into production in October, and should be commercial by the end of the year. 85,000 ounces in 8.5 years. Sub-$600US an ounce production cost, so margins will be very robust. The ability to double from 2 satellite deposits, probably in 3 years, will more than double production. (Analysts’ price target of $2.17.)

Price:
$1.460
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-15 TOP PICK Parsley-Energy
PE-N
Eric Nuttall

This is his biggest E & P holding. 90% hedged next year, so it is really a production story and a delineation story. They are spending more money next year than this year on delineation. They’ve had really good success in the new zone where they have 600 locations. They’ll be growing more than 50% next year. Relatively healthy balance sheet and a good hedge position. Trading at a discount relative to other Permian producers. There is upside from them continuing to delineate the Wolf Camp C, because the economics are pretty outstanding on “finding costs” at about $5 a barrel. (Analysts’ price target is $38.)

Price:
$25.640
Subject:
ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-09-15 TOP PICK Paramount-Resources
POU-T
Dennis da Silva

Has been a great performer. He would say this had 3 lives in the last year. 1.) A poor performance in 2016 when it got caught in low commodity prices forcing them to sell almost $3 billion in assets to pare down from 60,000 to 10,000 BOE’s a day. 2.) Being a liquids rich producer grew the 10,000 to 30,000. Executed according to plan and the stock has probably gone from $13 to almost $25 through that process. 3.) Just acquired Apache Canada and merged with Trilogy, and now back to 90,000 BOE’s a day. (Analysts’ price target of $25.)

Price:
$23.240
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-15 TOP PICK ProPetro-Holding-Corporation
PUMP-N
Eric Nuttall

A pure play pressure pumper in the Permian Basin. Very clean balance sheet. Trading at 3.5X next year’s EBITDA, which is about half of its historical multiples. They have long-standing relationships with the best Permian players in the business. Very cheap. (Analysts’ price target is $18.50.)

Price:
$11.890
Subject:
ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-09-15 TOP PICK Surge-Energy-Inc
SGY-T
Dennis da Silva

They’ve been showing good discipline and right sizing their portfolio. Reduced debt from $450 million in mid-2014 to about $200 million. Has a much better balance sheet. Probably has a 15% rate of growth in an environment where oil is $50-$55. Dividend yield of 4.5%. (Analysts’ price target of $3.)

Price:
$2.050
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-15 TOP PICK U.-S.-Silica-Holdings
SLCA-N
Eric Nuttall

A fracing sand provider. Down 50% year to date on concerns of production coming out of Texas. While volumes are going to be increasing, when you cancel the type of sand coming from Texas, combined with demand growth overall, there will not be that massive glut everybody is concerned about. The stock is reflecting a doomsday scenario, which there is no basis of reality in. Trading extraordinary cheaply. Very, very strong balance sheet. Dividend yield of 0.9%. (Analysts’ price target is $40.)

Price:
$28.810
Subject:
ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-09-14 TOP PICK Allergan-PLC.
AGN-N
Paul Macdonald

They are known for Botox.  Aesthetics is a big part of their business as well as a great urology business and Gastro Intestinal business.  They sold their urology business and reinvested their cash into R&D.  It is very inexpensive.  (Analysts’ target: $271.50).

Price:
$223.700
Subject:
HEALTHCARE
Bias:
SELECTIVE
Owned:
Yes
2017-09-14 TOP PICK Avigilon-Corp
AVO-T
Bruce Campbell (2)

Makes high definition security cameras. They originally started mostly on the hardware side, but now are really starting to move into the software side. The artificial intelligence they have and the bundle between hardware and software is becoming more user-friendly, saving their users a lot of time and labour as well. (Analysts’ price target is $20.)

Price:
$17.890
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-14 TOP PICK Grande-West-Transportation-Group
BUS-X
Bruce Campbell (2)

The stock ran up and made a nice move in anticipation of everything happening, and now it is sort of execution for the management team. The stock pulled back giving it a really attractive entry point. They are now aggressively moving into the US with their US partner taking bus orders and starting to sell. There is also lots of room for growth in Canada. The US has 2 markets, municipalities and the private market for rental car, transportation at the airport, etc. Management guides towards 200 buses out the door this year and 300 for next year. (Analysts’ price target is $3.83.)

Price:
$2.570
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-14 TOP PICK Merck--and--Company
MRK-N
Paul Macdonald

He likes their leadership in drug therapies.  They have their HEP-C and diabetes franchises.  It is an easy hold for him.  They are well diversified.  They are number 3 in animal health products.  It has a PE of 15.5 times next year’s earnings.  (Analysts’ target: $70.00).

Price:
$66.120
Subject:
HEALTHCARE
Bias:
SELECTIVE
Owned:
Yes
2017-09-14 TOP PICK UnitedHealth-Group-Inc
UNH-N
Paul Macdonald

The dominant player in health insurance in the US.  They have a pharmacy benefit manager.  They are squeezing down costs and gaining business.  (Analysts’ target: $214.00).

Price:
$197.730
Subject:
HEALTHCARE
Bias:
SELECTIVE
Owned:
Yes
2017-09-14 TOP PICK Westport-Fuel-Systems-Inc
WPRT-T
Bruce Campbell (2)

This continues to be a huge growth area in the liquid natural gas and liquid propane markets for bigger users. The company has said they are going to be profitable starting in 2018. (Analysts’ price target is $3.00.)

Price:
$3.510
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-13 TOP PICK Alaris-Royalty
AD-T
Michael Sprung

Over the last 2 years, this company has had its share of setbacks, but most of that seems to be getting worked through. Recently one of the companies that provided a large chunk of their cash flow has redeemed, and people have been wondering what they are going to do. They’ve made the largest capital deployment in their history with the Sales Benchmark Index, which is a large consulting firm. That is going to go a long way. The key is that they put money into private businesses at a certain rate and then pay the dividends through to shareholders at a slightly lesser rate. Feels we are now going back on a path where there are going to be dividend increases going forward. Dividend yield of 7.7%. (Analysts’ price target is $24.)

Price:
$20.930
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-13 TOP PICK Altagas-Ltd
ALA-T
Paul Gardner, CFA

Incredibly cheap, and mispriced. The market doesn’t like that they made a transformational acquisition of WGL, the US utility. It is going to have to go through a year’s worth of regulatory reviews, but it will double their earnings, and effectively their yields and dividends will increase in about a year’s time. They beat numbers last quarter. Dividend yield of 7.6%. (Analysts’ price target is $33.)

Price:
$27.590
Subject:
REITs, BONDS AND DIVIDEND STOCKS
Bias:
UNKNOWN
Owned:
Yes
2017-09-13 TOP PICK Baytex-Energy-Corp
BTE-T
Paul Gardner, CFA

A 6.625% bond maturing in 2021. Made a big acquisition in the Eagle Ford of Texas. You are getting nothing for the heavy oil business in Canada. If push came to shove, as the debt holder, he will get the Eagle Ford asset if it is ever restructured.

Price:
$3.340
Subject:
REITs, BONDS AND DIVIDEND STOCKS
Bias:
UNKNOWN
Owned:
Yes
2017-09-13 TOP PICK Fortis-Inc.
FTS-T
Michael Sprung

One of his favourite utilities. Has a large US presence. A big part of their M&A growth is behind them. They made 2 major acquisitions in the last few years, one of them being in Texas, so capital expenditures might be going up a little in the near term. They are much more into energy transmission as well as generation. Dividend yield of 3.5%. (Analysts’ price target is $50.)

Price:
$44.430
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-13 TOP PICK Toronto-Dominion
TD-T
Paul Gardner, CFA

This just blew out the numbers last quarter. Trading at a reasonable 1.7X BV. Great ROE in Canada, but are adding a fair amount of earnings power through their US network. With interest rates going up in Canada, and somewhat in the US, that benefits the bank. Dividend yield of 3.6%. (Analysts’ price target is $74.)

Price:
$67.070
Subject:
REITs, BONDS AND DIVIDEND STOCKS
Bias:
UNKNOWN
Owned:
Yes
2017-09-13 TOP PICK Vermilion-Energy-Inc
VET-T
Michael Sprung

Has operations in the Netherlands, Germany, Ireland and North America. A very solid free cash flow generator even at today’s prices. Well valued and well-managed. Dividend yield of 6.1%. (Analysts’ price target is $50.)

Price:
$43.900
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-12 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
Christine Poole

An alternative asset manager. They invest their money and shareholders money into 4 general areas, property, infrastructure, renewables and private equity. If you buy this, you get global exposure. They have very attractive profiles. The company looks for assets that are long life and can provide stable cash flow streams. They tend to have a very strong balance sheet, as they like to buy sectors when they are out of favour. Dividend yield of 1.4%. (Analysts’ price target is $45.)

Price:
$48.270
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-09-12 TOP PICK IShares-Aero--and--Def.-ETF
ITA-N
Cameron Hurst

Defence is expensive. This ETF is aerospace and defence. If you want to be more precise, Raytheon (RTN-N) is a good way, which is focused on cyber defence, missile defence, has the most international sales exposure. He likes the theme of defence spending. You take out some of the idiosyncratic risks by buying this one.

Price:
$169.640
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2017-09-12 TOP PICK Toronto-Dominion
TD-T
Christine Poole

She likes the banks, and this one in particular. They had a very strong quarter. A year ago, people thought they were overvalued versus historical. Now, in terms of price to earnings and price to BV, they are in line with historical. Rising interest rates should be positive for banks. She also likes their US exposure. Dividend yield of 3.6%. (Analysts’ price target is $74.)

Price:
$66.680
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-09-12 TOP PICK United-Technologies
UTX-N
Christine Poole

A global provider of products and services for building services and aerospace. In the building service space, they provide equipment for heating, ventilation, air conditioning and security. This would include Carrier and Chubb. They also have a 34% share in Otis Elevators. Also, do aerospace components, engines, lighting, etc. They own Pratt and Whitney, an airplane manufacturer. Just announced the acquisition of Rockwell Collins, another aerospace manufacturer, which they expect to close a year from now. Dividend yield of 2.5%. (Analysts’ price target is $125.)

Price:
$109.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-09-12 TOP PICK Visa-Inc.
V-N
Cameron Hurst

The growth profile is fantastic. It has 10% better margins than MasterCard (MC-N). They just put in Europe, so they have a whole bunch of synergies to find there. Dividend yield of 0.6%. (Analysts’ price target is $112.)

Price:
$106.210
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2017-09-12 TOP PICK SPDR-Utilities-E.T.F.
XLU-N
Cameron Hurst

US growth is moderate, just not putting up accelerating growth. This is a kind of environment where steady state utilities can do really well for you. Rates don’t seem to be shooting up anytime soon as inflation is just not there.

Price:
$54.900
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2017-09-11 TOP PICK AMC-Entertainment-Holdings-Inc.
AMC-N
Teal Linde

This is the turnaround pick.  It was hit very hard this year because of a weak 2nd and 3rd quarter box office.  Theaters are not dead   There were a lot less film releases this year.  There are going to be more movies released next year.  (Analysts’ target: $25.00).

Price:
$14.100
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2017-09-11 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Darren Sissons

He likes the rising volume of products being pushed through their stores. As it starts to get to a critical mass, there could be integration opportunities and continue to shave costs off. There could also be tuck in acquisitions. Dividends went up more than 3 times in the last 3 years. The convenience business is a place where we all go visit when we buy our gasoline. This has exposure to the US and to Europe. A well-run business, and should continue to do well. (Analysts’ price target is $72.50.)

Price:
$60.310
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-11 TOP PICK Bank-of-America
BAC-N
Darren Sissons

The payout ratio is only about 16% for the fiscal year of 2016. If you look back pre-crisis, the payout ratio is about 45%. If it were to revert back to this ratio, the dividend could triple from here. Under the Trump regime, we definitely have less regulatory glare on the banks. There may be even a possibility of a roll back of portions of the very punitive regulations. Dividend yield of 2.1%. (Analysts’ price target is $27.)

Price:
$23.360
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-11 TOP PICK Rotork-PLC
ROR-LSE
Darren Sissons

This is a global actuator business, a fancy on/off switch. It provides solutions to the oil/gas industry, the nuclear industry, water industry, etc. Has been under pressure recently because of the exposure on the British pound. A very strong balance sheet and it grows its dividend. (Analysts’ price target is £250.00.)

Price:
$0.000
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-11 TOP PICK Royal-Bank
RY-T
Teal Linde

The Canadian stock market is down and the economy is doing well.  These banks should do well now.  He owns 4 others.  This one is down the most over the last 6 months.  (Analysts’ target: $101.00).

Price:
$91.060
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2017-09-11 TOP PICK Tidewater-Midstream-and-Infrastructure-Ltd
TWM-X
Teal Linde

It is a mid-stream company.  But they are newer.  Their valuation is 40% less than the peer group and they have low debt.  It is Nat Gas processing.  Mid-streamers are all up from 5 years ago.  They came out of favour recently.  (Analysts’ target: $2.15).

Price:
$1.370
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2017-09-08 TOP PICK CASH
CASH
Don Vialoux

We are just entering into the period of seasonal weakness in the Canadian market. The TSE Composite drops about 2.5% in the month of September. Usually it bottoms around the middle of October and then goes higher. Now is the time to have a nice cash position, and wait for opportunities as they start rising around the middle of October.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-09-08 TOP PICK 1stTr-ISE-Natural-Gas-E.T.F.
FCG-N
Don Vialoux

Recently, this has been forming a base pattern, which is typically of what would happen around the 3rd week of September and moving higher until the middle of December. Natural gas has been forming a nice little base pattern, and a couple of days ago moved above that very briefly. Usually, the stocks themselves, don’t move that quickly. We are not quite at the 3rd week in September, so currently the securities are forming a nice base pattern. Natural gas inventories in the US are right around where they should be on a 5-year basis, however, there are 2 hurricanes going into the Gulf, which is the largest natural gas producing area in the US. Because of this, in the next few weeks, natural gas inventories will not be building quite so much.

Price:
$19.210
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2017-09-08 TOP PICK iShares-N.A.-Technology-ETF
IGM-N
David Cockfield

This got whacked badly by the US$. If you like techs, this has all the best names in it. The US is still the best tech investment area globally, and this is a way to step in. Tech is still king in North America.

Price:
$152.530
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-09-08 TOP PICK Toronto-Dominion
TD-T
David Cockfield

Numbers were good, but he was disappointed in their US numbers. Thinks they have sorted things out with their branches and their staffing and will do better. At one time, they were trading at a premium, but that premium has gone away, but it will come back. Dividend yield of 3.6%. (Analysts’ price target is $74.)

Price:
$66.130
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-09-08 TOP PICK Vermilion-Energy-Inc
VET-T
David Cockfield

Most assets and cash flow is coming from Europe. The French just announced they are going to be restricting drilling, which is great for this company which is already there. Not subject to the same stress and strain as oil companies in North America. Dividend yield of 6.2%. (Analysts’ price target is $50.)

Price:
$40.620
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-09-08 TOP PICK BMO-Junior-Gas-Index-ETF
ZJN-T
Don Vialoux

This tracks smaller Canadian gas producers. A word of caution is that it is not just small and junior gas producers, it also has a lot of oil service companies. This hasn’t been around for very long, but is starting to show some early signs of bottoming. A little bit early, but look for an interesting trade as we get closer to the 3rd week of September.

Price:
$13.830
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2017-09-07 TOP PICK Nippon-Antenna
6930-JP
Lorne Steinberg

This makes antennas, but at all different technology levels for communication. They have no debt. The share price is less than the amount of cash they have on the balance sheet. Therefore, you are buying the cash at a discount and getting an entire profitable free cash flowing, 3.7% dividend paying company for free.

Price:
$0.000
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Yes
2017-09-07 TOP PICK Aegon-N.V.
AEG-N
Lorne Steinberg

A life insurer in the US and the Netherlands. It is going to be a huge beneficiary of rising interest rates. Selling at an unbelievable cheap valuation, about half of tangible BV. Dividend yield of 5.3%. (Analysts’ price target is $5.60.)

Price:
$5.560
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Yes
2017-09-07 TOP PICK Cinemark-Holdings
CNK-N
Michael Simpson, CFA

It could just as easily have been CGX-T.  CNK-N has assets in South America as well as the US.  It trades at a lower multiple than CGX-T.  We will get a better slate of movies for 2018.  They are going into the luxury theaters.  In Brazil you can raise your prices even when attendance is flat.  It has a 3.4% yield and he thinks that is decent.  They have the ability to grow and raise the dividend.  (Analysts’ target:  $44.00).

Price:
$32.290
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2017-09-07 TOP PICK Enbridge
ENB-T
Michael Simpson, CFA

A 4.8% yield.  Some energy infrastructure companies are way out of favour.  They can grow their dividend 10-12% over the next 4 to 5 years.  82% payout and it is not being reflected in the market.  It is a dividend champion.  A stale, low volatile stock.  (Analysts’ target: $62.00).

Price:
$49.230
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2017-09-07 TOP PICK Sun-Life-Financial-Inc
SLF-T
Lorne Steinberg

All the lifecos will be benefiting from rising interest rates. The amazing thing with this company is that they were never hurt during the financial crisis and never had to cut their dividend. Trading at 11X earnings. Great presence in the US and India. At this valuation with a rising dividend and excess capital, we are undoubtedly going to see increasing share buybacks. Dividend yield of 3.7%. (Analysts’ price target is $52.)

Price:
$46.360
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Yes
2017-09-07 TOP PICK West-Fraser-Timber
WFT-T
Michael Simpson, CFA

It is the biggest in Canada and the second biggest in the US after Weyerhaeuser (WY-N).  Over the years they now have over 43% of their productive assets in the US.  They have a 6.7 price to cash flow ratio and a great balance sheet.  As the forth largest city in the US gets rebuilt they will be needed.  (Analysts’ target: $70.50).

Price:
$62.910
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2017-09-06 TOP PICK CASH
CASH
Keith Richards

What is wrong with cash when the risk may be is a little bit higher than normal?

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2017-09-06 TOP PICK Cineplex-Inc
CGX-T
Keith Richards

Has been massively oversold, and it is very, very likely that the stock is going to have a short-term rebound. This is a short-term trade for those people that like that sort of thing. (Analysts’ price target is $50.)

Price:
$38.100
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2017-09-06 TOP PICK Fluor-Corp.
FLR-N
Stephen Groff

A large E&C firm, very global in nature. For many years, their execution was very good. Has gotten more interested in this, because by being highly diversified, they can tackle the largest and most complicated projects globally. Their challenges are twofold. They are market driven. As an example, their mining backlog has fallen by over 90%. It is cyclical, and is much closer to the bottom that it is to the top. Secondly, they’ve made mistakes with some really shoddy execution in some areas. Dividend yield of 2.1%. (Analysts’ price target is $46.50.)

Price:
$38.620
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-09-06 TOP PICK Praxair-Inc
PX-N
Stephen Groff

Industrial gases. Just agreed to a merger. Not an overly exciting company, but it is a consistently high-quality business. By buying Linde it gives them greater scale and there is a lot of cost savings potential and synergies. Over time, this can do well. It isn’t a “get rich overnight” stock, it is a steady compounder. He likes how they think. Dividend yield of 2.4%. (Analysts’ price target is $140.)

Price:
$131.770
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-09-06 TOP PICK Viper-Energy-Partners-LP
VNOM-Q
Stephen Groff

A royalty company that operates in the Permian Basin. Where you make your money is primarily through yield. Pays a 7.5%-8% dividend. He likes how they think. They have the backing of a general partner that can accelerate drilling on their property and drop down assets into the royalty. They own the mineral interests and royalties in their land. They don’t actually own a single pump, but just sit and collect cheques on their land. The trick is to value what you think the cash flow stream will look like.  He likes that they will only invest incremental shareholder capital and target 20% IRR, which is quite healthy. Dividend yield of 7.8%. (Analysts’ price target is $21.)

Price:
$17.210
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-09-06 TOP PICK BMO-Long-Term-US-Treasury-Bond
ZTL-NLB
Keith Richards

A contrarian pick, because if the markets are going to sell off, there is often a flight to safety, and bonds can be okay. He doesn’t expect huge upside on this, but some neutral to positive upside. The contrarian side is that this is not hedged. In the near term, the loonie is a little overbought, so we may get a little pop on the exchange settling down a little. He is probably going to hold this for 1 to 2 months.

Price:
$0.000
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2017-09-05 TOP PICK Chevron-Texaco
CVX-N
David Dietze

He would be in a weakened industry group, because if the stock has underperformed along with the whole industry, there is less of a risk that it would be a specific company issue. When the whole industry rebounds, some companies don’t. This is the 4th largest dividend payer and is globally diversified. He particularly likes some new gas operations they have in Asia, some of the prime property they have in the Permian Basin and some great refining assets in California. They are going to have some new management and are firmly committed to their dividend. Dividend yield of 3.9%. (Analysts’ price target is $119.)

Price:
$109.440
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-05 TOP PICK General-Electric
GE-N
David Dietze

The worst Dow performer this year, down 18%. However, you have world-class medical devices, world-class energy assets and world-class industrial assets, and if they don’t turn this around quickly, you are going to see this conglomeration broken up. The new CEO has just announced job cuts. Here’s a way to invest in a world class company. Dividend yield of 3.9%. (Analysts’ price target is $30.)

Price:
$24.760
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-05 TOP PICK Pfizer-Inc
PFE-N
David Dietze

The 5th largest dividend payer in the Dow at about 3.9%. It is world-class because it is the largest in what they do, international operations with less risk. A conservative way to be a contrarian in the health care space, despite all the wrangling in Washington. Dividend yield of 3.7%. (Analysts’ price target is $37.)

Price:
$33.800
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-05 TOP PICK Savaria-Corp
SIS-T
Michael Smedley

A small cap company that came out of the darkness about a year ago. It went quiet again, but is acquiring things quite aggressively in chair lifts and aids to the elderly area. Just made another small tuck in acquisition. Dividend yield of 1.9%. (Analysts’ price target is $17. )

Price:
$13.060
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-09-05 TOP PICK Tesla-Motors-Inc
TSLA-Q
Michael Smedley

This owns its space. It is the peer company. Doesn’t think the electric car is going to survive, but this company is going to continue to command the space. It won’t matter that he doesn’t make money. (Analysts’ price target is US$345. )

Price:
$349.590
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-09-05 TOP PICK Welbilt
WBT-N
Michael Smedley

A turnaround situation. It is global and run by a German, whose family is growing in tunnels in Europe, and this man knows how to get the stock moving. DPS Yield Smart Estimate 9.1%.

Price:
$20.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-09-01 TOP PICK Alamos-Gold-Inc
AGI-T
Ross Healy

He chose this gold company because it is trading close to its BV. Its last earnings report was really, really good. This is a company that has been working hard to reduce costs, and has been very successful. They’ve been doing a tremendous job as a mine, and if they get a rise in commodities, the earnings power will go up. Dividend yield of 0.2%. (Analysts’ price target is $13.25.)

Price:
$10.270
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-01 TOP PICK Cominar-Real-Estate-Inv-Tr
CUF.UN-T
Ross Healy

Had a ratings issue with Moody’s, but have been dealing with that. They cut back the pay-out unnecessarily, but as a sot to the rating agency. As things get going again, this is a very, very cheap REIT. On top of that, Québec, is really humming on all cylinders. They are making excellent progress in reducing unreleased space to bring its occupancy level to the average for the industry. Dividend yield of 8.4%. (Analysts’ price target is $14.)

Price:
$13.610
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-01 TOP PICK HBP-S-and-P-TSX-60-Index-ETF
HXT-T
John Hood

This is extremely low cost. What is different about Horizons products is that they are a total return index. This is for someone who doesn’t want the income. There is no distribution, therefore there is no tax. It is all done with a SWAP. All you have to do is go onto Horizons website where there are a couple of really good concise explanations of what they are doing. 100% of it stays with their custodian and they do the SWAP thing, and their counter-parties are National Bank and CIBC.

Price:
$30.740
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-09-01 TOP PICK Toronto-Dominion
TD-T
Ross Healy

The Canadian bank stock group is one of the cheapest groups. Their latest earnings were superb. From a long-term point of view, the $64 level has been about a 9-year base on a P/B basis. The one thing that has thrown him is that they’ve said they are going to be buying back stock. He doesn’t like companies that buy back stocks. Dividend yield of 3.5%. (Analysts’ price target is $74.)

Price:
$67.500
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-01 TOP PICK Vanguard-FTSE-Cda-All-Cap-ETF
VCN-T
John Hood

Basically, this is like all the other broadly-based Canadian ETF’s. It just so happens that this one is very cheap. If we are looking for the Canadian economy to continue its recovery, we want to get away from just the TSX 60 and we want to drill down a little. It is 65 financials, 20% energy and 15% metals and gold.

Price:
$30.780
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
No
2017-09-01 TOP PICK Vanguard-US-Total-Mkt-Ind-ETF
VUN-T
John Hood

This is the total market for the US. It is much broader than the Canadian market. It is not just the S&P, it has 3600 different stocks in it.

Price:
$42.860
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
No
2017-08-31 TOP PICK Samsung-Electronics
005930-KRX
Christine Tan

The largest smart phone manufacturer in Asia in terms of volume. More importantly, they now have the other side of the business, OLED screens, D RAM etc. Very inexpensive. Dividend yield of 1.7%. (Analysts’ price target is KRW3,000,000.)

Price:
$0.000
Subject:
EMERGING MARKET
Bias:
OPTIMISTIC
Owned:
Yes
2017-08-31 TOP PICK Ping-An-Insurance-Group
2318-HKG
Christine Tan

This is the largest life insurance company in China. It is a diversified, with 2/3 of their business life and nonlife, but they also have Ping An Bank and Ping An Trust, which issues wealth management products. She likes the insurance as a secular growth theme because of the big savings pool. People in China like to save. Now that they are wealthier, they are starting to think more about safety. Inexpensive, trading at around 11X earnings, and growing earnings at about 13% year-over-year. Dividend yield of 1.9%. (Analysts’ price target is HKD72.24.)

Price:
$0.000
Subject:
EMERGING MARKET
Bias:
OPTIMISTIC
Owned:
Yes
2017-08-31 TOP PICK Alon-USA-Partners
ALDW-N
Chris Damas

It is terrible what happened in Texas, but in any case they have a captive market for their diesel and gasoline.  14% yield.  Analysts think the Houston refineries will take a long time to work out.  This is a longer term play on those refineries not coming back soon.  (Analysts’ target: $12.00).

Price:
$11.820
Subject:
Cannabis, Agriculture & Fertilizer
Bias:
BEARISH
Owned:
Yes
2017-08-31 TOP PICK Delek-US-Holdings-Inc.
DK-N
Chris Damas

An inland Texan refinery.  He bought last week.  GS-N recommended it yesterday.  It pulled back when a pipeline in the area was shut down, but he thinks it will be back up shortly.  (Analysts’ target: $28.50).

Price:
$24.720
Subject:
Cannabis, Agriculture & Fertilizer
Bias:
BEARISH
Owned:
Yes
2017-08-31 TOP PICK Naspers-Ltd.
NPSND-5
Christine Tan

This is a company that was set in Africa, but you can think of it as a very big tech venture capital firm. An inexpensive way to own Tencent (TCEHY-5). They own 33% of that, as well as 29% of Mail.ru in Russia. Dividend yield of 0.2%. (Analysts’ price target is ZAR3,710.00.)

Price:
$0.000
Subject:
EMERGING MARKET
Bias:
OPTIMISTIC
Owned:
Yes
2017-08-31 TOP PICK Norbord-Inc
OSB-T
Chris Damas

He recommended it back in May.  This was without a hurricane.  They are in the South East in the sweet spot.  (Analysts’ target: $50.00).

Price:
$43.000
Subject:
Cannabis, Agriculture & Fertilizer
Bias:
BEARISH
Owned:
Yes
2017-08-30 TOP PICK Bank-of-Nova-Scotia
BNS-T
Brian Madden

Canada’s 3rd largest bank. Our most globally ambitious bank. They have a strong and growing footprint in Mexico and Latin America, and increasingly in Asia. They have the most excess capital of any of the Canadian banks. Have been buying back shares, but they have shown good expansionist capabilities. Not expensive at 11X earnings. This, and many of the other Canadian banks has beaten the TSX in 18 of the last 25 years. Dividend yield of 4.1%. (Analysts’ price target is $86.)

Price:
$77.720
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-30 TOP PICK Canadian-National-R.R.
CNR-T
Mike S. Newton, CIM FCSI

If Canada is going to do well, and we are going to have a back half pick up like everyone thinks, why not own this. The recent pullback represents a buying opportunity. Dividend yield of 1.6%. (Analysts’ price target is $109.70.)

Price:
$100.640
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2017-08-30 TOP PICK Finning-Int
FTT-T
Brian Madden

The world’s largest Caterpillar dealer. Their largest customers are public works. Mining is their 2nd largest. Mining industry capital spend has been in a nuclear winter since 2012, and is just coming out of that. Dividend yield of 2.8% per year and they’ve grown their dividend 8% per year (Analysts’ price target is $32.)

Price:
$28.750
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-30 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
Mike S. Newton, CIM FCSI

He is a big fan of management and the business. Their latest quarter was excellent, for one main reason; every sector of the business is firing on all cylinders. Also, the board just approved the quarterly dividend being increased by $.56. They are basically going to return about $21 billion to shareholders over the next 12 months. Dividend yield of 2.2%. (Analysts’ price target is $96.)

Price:
$91.310
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2017-08-30 TOP PICK Shopify-Inc.
SHOP-T
Brian Madden

Canada’s largest e-commerce enabler. Their core clientele are small and medium-sized businesses. They believe there is an adjustable market of 47 million of those. Growing revenues at a torrid pace of up to 75% year-over-year. The company is not profitable yet, but expects to breakeven by the 4th quarter of this year. An expensive stock, but it is a platform company, i.e., it is entrenching itself in its customers’ business models. They help customers e-commerce businesses with things like inventory management, promotion management, shipping, payments, etc. (Analysts’ price target is $151.)

Price:
$136.820
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-30 TOP PICK Shopify-Inc.
SHOP-T
Mike S. Newton, CIM FCSI

Was really surprised at the growth metrics underneath this. They are in 500,000 merchant companies in 175 countries with a 60% growth rate in North America, and even higher growth rates elsewhere. (Analysts’ price target is $151.)

Price:
$136.820
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2017-08-29 TOP PICK Becton-Dickinson
BDX-N
Barry Schwartz

Acquiring Bard C R Inc., and is essentially going to be a one stop shop for hospitals, providing the product, providing analytics, providing administration. They get 58% of revenue from the US, so there is a big opportunity in emerging markets. He sees 5% revenue growth for many years to come. Sees them reducing debt in the next 2-3 years, and maybe making another material acquisition. Dividend yield of 1.4%. (Analysts’ price target is $216.50.)

Price:
$198.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-29 TOP PICK Clearwater-Seafoods-Inc.-
CLR-T
Colin Stewart

Excellent business. They benefit from being a harvester and distributor of seafood globally. Has a very strong position, owning quotas to fish freshwater fish in Canada. The stock pulled back because there were some temporary issues last year. It is cheaper than it has been in a while. Thinks they are going to have a great year in 2017/2018. Dividend yield of 1.9%. (Analysts’ price target is $14.75.)

Price:
$10.490
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-08-29 TOP PICK Alphabet-Inc--C-
GOOG-Q
Barry Schwartz

This has one of the biggest moats the world has ever seen. Digital advertising continues to see unabated growth. They have a beautiful balance sheet, and continue to generate about $25 billion a year in free cash flow. They already have $140 a share net in cash and other investments. It is inexpensive. (Analysts’ price target is $1,050.)

Price:
$921.290
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-29 TOP PICK Pollard-Banknote-Ltd
PBL-T
Colin Stewart

A really interesting company and not well known, but the 2nd largest producer of instant scratch lottery tickets globally. Although a value investor, he likes this more now at $13 than he did at $8. They just made an acquisition and are expanding their business at video/lottery terminals. Has a new facility they built in the US to expand production capacity of instant scratch tickets by 35%. There are very high barriers to entry. Trades at only about 7X the EBITDA potential over the next couple of years, which should be more like a 9X multiple. Dividend yield of 0.9%. He can see upside to at least $18 a share. (Analysts’ price target is $15.50.)

Price:
$13.950
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-08-29 TOP PICK TFI-International-Inc
TFII-T
Barry Schwartz

(Formerly TransForce Inc.) One of the best capital allocators in Canada. This is in trucking which is cyclical. What he likes is the packaging/courier business. They are one of the largest same day deliverers of e-commerce products, working with Google and Amazon. The stock has pulled back about 15% this year. Truck spot pricing has firmed up recently. They keep buying back stock at these levels. Dividend yield of 2.5%. (Analysts’ price target is $34.)

Price:
$29.870
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-29 TOP PICK Westshore-Terminals-Inc.
WTE-T
Colin Stewart

This has very high barriers to entry. They own a key coal loading and storage terminal on the West Coast of British Columbia. The stock sold off recently because of some concern and rumour that there is going to be a ban by the previous provincial government on thermal coal exports. When that happened, there was a lot of insider buying. Trading at 9X EBITDA. Dividend yield of 2.5%. (Analysts’ price target is $27.)

Price:
$24.800
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-08-28 TOP PICK Agnico-Eagle-Mines
AEM-T
Richard Croft

Covered Call. Gold stocks fall most of the time in the top 25% in the top quartile of option premiums. You get a higher option premium against gold than almost any other sector. Secondly gold stocks, longer-term, don’t tend to go very far. They’ll rise significantly during a market downturn, and then settle back. Because there is a lot of volatility, they pay a high option premium. This is one of the better gold companies in Canada. He is looking at selling an At the Money Covered Call, and he thinks you can consistently do that. Dividend yield of 0.84%.

Price:
$61.990
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-08-28 TOP PICK Bank-of-Nova-Scotia
BNS-T
Bruce Campbell (1)

It is 50% Canadian retail and 50% international which he likes.  It means it has a higher growth rate.  It is in the middle of the range for earnings.  There is a dividend increase coming this quarter probably.  (Analysts’ target: $85.00).

Price:
$77.200
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-08-28 TOP PICK Canadian-National-R.R.
CNR-T
Richard Croft

Covered Call. A stock he thinks would benefit if the Canadian economy continues to do well. The Canadian economy is in pretty good shape and this company is representative of that. There was a downturn recently in the stock price, and this is a good entry point. He would look at an “at the money” covered call on this. Dividend yield of 1.6%.

Price:
$99.100
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-08-28 TOP PICK Micron-Technology
MU-Q
Richard Croft

Covered Call. One of the more volatile stocks. If he is going to write a Covered Call, he is looking for a stock that he is comfortable with, and wants to be able to get a very good option premium when he sells it. Dividend yield of 0.9%.

Price:
$31.080
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
No
2017-08-28 TOP PICK Pembina-Pipeline-Corp
PPL-T
Bruce Campbell (1)

A little less oiler than IPL-T.  They are working on the close of the VSN-T acquisition.  It will ensure 5 years of growth on existing pipelines.  (Analysts’ target: $50.00).

Price:
$39.430
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-08-28 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Bruce Campbell (1)

It has the 407 and with the recent pullback it is cheaper than its comparable.  Without the 407 it is 12 times earnings.  It has a 2% yield.  (Analysts’ target: $68.00).

Price:
$53.450
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-08-25 TOP PICK Badger-Daylighting
BAD-T
Robert McWhirter

Management is very conservative in what they do.  It has an ROE of 15%, good free cash flow, and asset turnover is extremely efficient.  The earnings are expected to be up 11% in November.  They want to double their business in the US over the next 3-5 years.  The dividend was increased.  (Analysts’ target: $36.00).

Price:
$27.900
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2017-08-25 TOP PICK CASH
CASH
Don Vialoux

You don’t want to buy TSX stocks at this time of year, as September until the middle of October is the most grizzly time of year.  It looks like the Canadian dollar may go higher yet.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-08-25 TOP PICK HBP-Comex-Gold-ETF
HUG-T
Don Vialoux

It is about the seasonality of gold, which does well this time of year.  It is hedged for currency.  It is reaching a very important resistance level and if it breaks it then it will go higher until the middle of October.

Price:
$11.860
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-08-25 TOP PICK Martinrea
MRE-T
Robert McWhirter

They are doing a great job.  They ended up having earnings up 27% last report.  They are the best earnings to date.  The stock is cheap and attractive.  (Analysts’ target: $15.50).

Price:
$10.700
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2017-08-25 TOP PICK Russel-Metals
RUS-T
Robert McWhirter

It has a 5.9% yield with a 74% payout ratio.  Expect an 11% increase in earnings in November.  The ROE is 10.5%.  (Analysts’ target: $32.00).

Price:
$25.820
Subject:
CANADIAN & TECHNOLOGY
Bias:
BULLISH
Owned:
Yes
2017-08-25 TOP PICK iShares-S-and-P-TSX-Global-Gold
XGD-T
Don Vialoux

It is starting to fit nicely this year.  This is gold Equities.  It is forming a nice little base and starting to go higher.  This is in Canadian dollars, which is important.

Price:
$12.410
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-08-24 TOP PICK Deutsche-Bank-AG
DB-N
Rick Stuchberry

He likes it even more now that it has slid down.  The European banks are where the American banks were in 2009.  Rates will be at their back, they will be consolidated and will have sectors they want to be in and so they will do well.  (Analysts’ target: $13.13).

Price:
$16.280
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
DEFENSIVE
Owned:
Yes
2017-08-24 TOP PICK Home-Depot
HD-N
Rick Stuchberry

The demographics are powerful for this one.  They had solid earnings, have a solid balance sheet and pay out a good dividend that increases.  It is hard for AMZN-Q to get into this except in things like small appliances.  (Analysts’ target: $175.00).

Price:
$148.250
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
DEFENSIVE
Owned:
Yes
2017-08-24 TOP PICK ING-Groep-NV
ING-N
Stan Wong

He likes the international markets.  They are benefiting from Euro zone upturn in growth.  They sold off their insurance business to focus just on banking.  (Analysts’ target: $21.90).

Price:
$17.770
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL on GLOBAL GROWTH
Owned:
Yes
2017-08-24 TOP PICK Twilio-Inc
TWLO-N
Rick Stuchberry

They provide a low cost avenue to get to the cloud for people who are programming.  They have had a big short position on them.  They lost Uber last quarter and revenue is still up 60%.  They will be profitable within a year.  (Analysts’ target: $38.00).

Price:
$29.320
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
DEFENSIVE
Owned:
Yes
2017-08-24 TOP PICK United-Technologies
UTX-N
Stan Wong

It gets you into HVAC, defense, elevators and Aerospace.  They have attractive long term secular growth prospects.  (Analysts’ target: $125.50).

Price:
$115.300
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL on GLOBAL GROWTH
Owned:
Yes
2017-08-24 TOP PICK Vanguard-Emerging-ETF
VWO-N
Stan Wong

Emerging markets are quite strong compared to North America.

Price:
$43.830
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL on GLOBAL GROWTH
Owned:
Yes
2017-08-23 TOP PICK Altagas-Ltd
ALA-T
Douglas Kee

It is yielding 7.5% and the acquisition in the US should go through. They have a further billion and a half of growth projects and another billion and a half it the deal does go through. The yield is likely to go down if the deal goes through, but that is a good thing because the stock price will have gone up. (Analysts’ target: $34.50).

Price:
$27.710
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
Yes
2017-08-23 TOP PICK CI-Financial-Corp
CIX-T
Jason Mann

There has been a real knock at active management in the industry. These guys are the lowest cost provider of actively managed mutual funds. They have a 28% return on equity. This is quite a stable business.  (Analysts’ target: $30.00).

Price:
$27.320
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-08-23 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Douglas Kee

They did a good job of making acquisitions. There is an overhang of 4 billion of stock to come out at some point.  They can pay down debt, increase the dividend and buy back shares with it.  (Analysts’ target: $48.00).

Price:
$38.720
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 120 of 24,391 entries
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