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
2017-03-22 TOP PICK Corus-Entertainment--B-
CJR.B-T
Stephen Takacsy, B. Eng, MBA

This is one that you buy, hold and don’t let it go. In the large cap space, it is probably the best value out there. Still misunderstood. The largest TV broadcaster in Canada. Everybody is worried about cord cutting and cord shaving, but they bought Shaw Media about a year ago, and now the cost synergies and revenues are kicking in. Over the next 12 months, he expects the company to return to growth. Subscriber growth has already started to go back up thanks to Disney and some of the other specialty channels. They just renegotiated their ad agency contracts, presumably at higher rates. Dividend yield of 9%. (Analysts’ price target is $13.)

Price:
$12.490
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-22 TOP PICK Napec-Inc
NPC-T
Stephen Takacsy, B. Eng, MBA

One of the leading construction and maintenance services to electrical and gas utilities. Over 80% of revenues come from the US. They will definitely benefit from more infrastructure spending, but have a huge backlog of work right now. The gas and electrical transmission lines in the US are being replaced and expanded. Made a couple of very accretive acquisitions which should start kicking in soon. Very cheap, trading at under 6X EBITDA. (Analysts’ price target is $1.38.)

Price:
$1.050
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-22 TOP PICK Veresen-Inc
VSN-T
Stephen Takacsy, B. Eng, MBA

He likes energy infrastructure pipelines and midstream. They are like toll booths and are worth a lot of money. This one is very much misunderstood. Everyone thought they were going to cut the dividend over the last few years. This is the old Port Chicago, which basically owned 50% of the Alliance pipeline with Enbridge, but the company has been radically transformed over the last 3-4 years, and is now a premier gas infrastructure play. One of the cheaper companies in the sector. Dividend yield of 7.4%. (Analysts’ price target is $16.)

Price:
$13.690
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-21 TOP PICK Adobe-Systems
ADBE-Q
David Burrows

The two most important themes and most resilient in this market are technology and financials. Semiconductors look great. Software looks great. This company fits in a couple of key themes. They were the original big software company to go to the Cloud, selling their software by subscription. Today, 82% of revenue comes as a subscription. That is really attractive, because it is pretty predictable. Not only that, but revenues are growing very, very nicely. Revenues were up 22% in this most recent quarter. They should be able to grow revenue at 20% for quite some time, but because they make it and sell it a lot of times, as they grow their revenue, the margins go up. Their margins went to 36% from 31%, and the earnings went up 42%. Not an inexpensive stock, but the leader in software for Digital media, and we are all consuming quite a lot of Digital media. (Analysts’ price target is $143.50.)

Price:
$125.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-03-21 TOP PICK American-International-Group
AIG-N
David Dietze

He is looking for market-leading companies that are in sectors out of favour, and either have very strong dividends or some sort of catalyst that will unlock value. Mr. Icahn has taken a position and he knows value, will perhaps break it apart with the sum of the parts being worth more than the whole. (Analysts’ price target is $70.)

Price:
$61.760
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2017-03-21 TOP PICK Albemarle-Corp
ALB-N
David Burrows

The dominant player in lithium. He believes we are going to continue to see movement to electric cars. The company makes both types of lithium that go into all the major batteries that are being sold. They’ll triple production over the next 5 years. Model 3 is about to come from Tesla. They are becoming mass market and as you run into the beginning of a mine production, share prices tend to do well. It has twice the margin that Tesla will ever have. This will be a growth stock for many years, and they think they can maintain 50% of the market. Dividend yield of 1.2%. (Analysts’ price target is $115.00.)

Price:
$104.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-03-21 TOP PICK Bank-of-America
BAC-N
David Burrows

Trading at 1X BV and the multiple of Book is expanding. They have multiple drivers. They’ve been cutting costs which has been going on for quite some time. They are getting higher interest rates, giving $600 million of additional revenue last quarter from their net interest margins. They win if there is less regulation. They win if there is economic growth, which they are getting. They win if they can return more capital by way of dividends, which they are now allowed to do. Dividend yield of 1.2%. (Analysts’ price target is $26.)

Price:
$23.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-03-21 TOP PICK Chevron-Texaco
CVX-N
David Dietze

He is looking for market-leading companies that are in sectors out of favour, and either have very strong dividends or some sort of catalyst that will unlock value. This one meets all that criteria. Oil has dropped over $100 a barrel, down to about $26, and then moved up now to just below $50. As a result, companies are still shutting in production as opposed to expanding, until supply/demand come back into sync. This is a great way to play that. No matter what happens, this company is dedicated to holding up their 4% dividend yield. Also, they have already made a lot of investments such as Indonesia, so CapX is going to be further reduced, and will be able to grow their free cash flow going forward. (Analysts’ price target is $126.50.)

Price:
$108.040
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2017-03-21 TOP PICK GlaxoSmithKline-PLC
GSK-N
David Dietze

He is looking for market-leading companies that are in sectors out of favour, and either have very strong dividends or some sort of catalyst that will unlock value. With markets just off all-time highs, he is looking for defensive plays, not one trick biotech ponies, but ones that have a whole array of meds. This is one of the leaders in therapeutic vaccines, various compounds and strong research development. Also, it has the European tarnish and lower valuation, but their business is outside of that area with about 50% in emerging markets and 25% in North America. A dividend well north of 4%. (Analysts’ price target is $48.)

Price:
$42.320
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2017-03-20 TOP PICK BCE-Inc.
BCE-T
Lyle Stein

This has come down because there of concerns about slowing demand for services and potentially rising interest rates. You are getting almost a 5% dividend yield, and it is going to grow. It has great cash flow generating ability. He likes their Manitoba telecom acquisition as it gives them more synergy potential. (Analysts’ price target is $60.)

Price:
$57.560
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-03-20 TOP PICK DIRTT-Environmental-Solutions
DRT-T
Jim Huang

You could think of this as a modular furniture company, but it is not just furniture. They do walls, they do the whole design. Give them an empty space, they can get it done. It gets measured and put it into proprietary 3-D design software so you can visualize what it looks like. What is more impressive, is that they basically have it all priced out instantaneously. (Analysts’ price target is $8.63.)

Price:
$6.700
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-20 TOP PICK Intertape-Polymer-Group
ITP-T
Jim Huang

This basically makes tapes. Designs things like Scotch tape, as well as making a lot of tape for industrial use, and for e-commerce. They control costs partially by phasing out older plants and building bigger and more efficient ones. Stock has been a little flat in the last couple of months because of flooding in one of their new plants, but that is fading away now. Dividend yield of 3.3%. (Analysts’ price target is $27.75.)

Price:
$21.940
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-20 TOP PICK PrairieSky-Royalty
PSK-T
Lyle Stein

One of the oil patch casualties that has actually done okay. He likes royalty structures because you don’t have capital investment risks, and this one has no debt on the balance sheet. Oil price recovery gives them torque to the upside. During the horrific oil environment of 2015-2016, they proved their ability to generate good cash flow. Dividend yield of 2.7%. (Analysts’ price target is $34.75.)

Price:
$28.250
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-03-20 TOP PICK Parex-Resources-Inc.
PXT-T
Jim Huang

An oil company in Colombia. Colombia has been one of the hidden gems in South America. The last couple of Colombian presidents have really brought stability to the country. Very friendly to oil exploration. This company has a great track record with previous companies. Good exploration and growing their reserves and production, and it is cheap. With higher oil prices, this will do very well. (Analysts’ price target is $22.)

Price:
$15.830
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-20 TOP PICK Toronto-Dominion
TD-T
Lyle Stein

This bank bore the brunt of the negative publicity on the CBC announcement. The reality is, this is a buying opportunity. It is now trading at a multiple that is less than the banking industry in general. Dividend yield of 3.6%. (Analysts’ price target is $71.50.)

Price:
$65.600
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-03-17 TOP PICK Precision-Drilling
PD-T
Michael Sprung

Has gone through a very difficult environment, but he likes what management has done in that environment. This is Canada’s largest tier #1 contract driven company, with growing operations in the Middle East. They’ve spent a fortune in technology in upgrading equipment, and now we are beginning to hear that contracts are being renewed for longer periods and day rates are firming up a little. It has a lot of leverage to an improving environment. (Analysts’ price target is $9.)

Price:
$6.140
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-03-17 TOP PICK Sun-Life-Financial-Inc
SLF-T
Michael Sprung

He likes the insurance companies in this environment. Life insurance companies tend to do particularly well in any sort of rising interest rate environment. This has significant operations, not only in Canada, but also in the US, UK and Asia. Very well positioned to increase their ROE over the next couple of years. They have a target of 12%-14% ROE, which he believes they’ll be able to achieve. Dividend yield of 3.4%. (Analysts’ price target is $54.)

Price:
$49.270
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-03-17 TOP PICK George-Weston-Ltd.
WN-T
Michael Sprung

This is a major shareholder in Loblaws (L-T) as well as having a bakery business. You are getting the bakery at a significant discount, when you look at the value of Loblaws. He likes the positioning of Loblaws and their holding of Shoppers, and they have great exposure in the discount chain area. Dividend yield of 1.6%. (Analysts’ price target is $127.)

Price:
$112.430
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-03-16 TOP PICK AltaGas-Ltd
ALA.R-T
Zachary Curry

The company has just issued these Subscription Receipts for stocks, for a US acquisition they plan to do that should close in the 2nd quarter of 2018. There are a few worries where they have a big chunk of debt and some worries on the utility side. In his view, the debt levels will go down. If the deal doesn’t go through, the subscription receipt holders get their money back. This is trading at about $1 less then the common shares. Dividend yield of 7.1%.

Price:
$29.740
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-16 TOP PICK Anthem-Inc
ANTM-N
Gordon Reid

A US health insurance company. The whole area is in turmoil right now. They insure about 40 million Americans. Even with all of the turmoil, the whole idea from a logical standpoint is that both the Republicans and the Democrats have vowed that they want no one to be left behind, that they want insurance. Ultimately, if insurance is going to work, it has to be very broad. Dividend yield of 1.5%. (Analysts’ price target is $174.)

Price:
$168.420
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-03-16 TOP PICK Biogen-IDEC-Inc.
BIIB-Q
Gordon Reid

A bio pharmaceutical. If you look at the traditional Pharma space, the chemical-based companies, the bio-based companies were always out there, coming along, but basically not making a lot of money and were often single drug companies, virtually reinvesting all their cash flow. They have now matured and into much stronger growth companies than the traditional pharmas. They also have lower multiples than they did 5-6 years ago. That makes it quite attractive. (Analysts’ price target is $305.)

Price:
$278.960
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-03-16 TOP PICK Facebook
FB-Q
Zachary Curry

This is firing on all cylinders. There are a billion users on Facebook and are growing on Instagram and WhatsApp. The average revenue per user grew 30% last year. From a valuation point of view, the growth is far and away north of 30%, and the stock is trading at less than 25X, so you are getting more growth than what you are paying for. (Analysts’ price target is $158.)

Price:
$139.990
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-16 TOP PICK Stryker-Corp.
SYK-N
Zachary Curry

This is known for knees and hips, and they have sold millions of knee replacement implants. They’ve recently started using a robot to replace the body parts, giving greater accuracy and lower costs. With the robot, you can only use their parts, making it a closed system. He doesn’t foresee any changes in the US health care act having an effect on this company and their equipment. Dividend yield of 1.3%. (Analysts’ price target is $132.)

Price:
$131.500
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-16 TOP PICK Washington-Federal
WAFD-Q
Gordon Reid

A regional bank in 8 states with 240 branches. They almost doubled their size a number of years ago when they bought a group of Bank of America’s (BAC-N) branches. Regional banks are going to benefit dramatically from easing of regulations. Regulation has been a really big, big problem for financial institutions. The big banks get all the air time, but the small banks, on the basis of dollars spent, are spending a ton of money trying to satisfy compliance and regulatory requirements, and a lot of that is going to go away. That will go straight to the bottom line. Also, loan growth will be a lot healthier in an improving economy and an increasingly steep yield curve, which will increase net interest margins, allowing them to make money on the interest spread. Dividend yield of 1.8%. (Analysts’ price target is $34.)

Price:
$32.950
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-03-15 TOP PICK CASH
CASH
Stephen Groff

He will always hold cash if he has a tough time finding value. His cash values are elevated today, and it is not uncommon for him to be north of 20% cash. When he finds opportunities, he will invest the money. Right now, stocks are not cheap and there is risk.

Price:
$0.010
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-03-15 TOP PICK CASH
CASH
Don Vialoux

He is very conservative on what can happen to equity markets over the next few months. Yesterday we had the TSE Composite complete a head and shoulders pattern. The downside technical target on that pattern is 14,850. It’s not a huge amount, but it is about a 3.5% drop that you can expect to see in the Canadian equity market over the next few months.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-03-15 TOP PICK iShares-MSCI-Emerging-Markets-Index
EEM-N
Don Vialoux

(This is in US$, but is also available in Cnd$ through ZEM-T, FDE-T and SHZ-T, which also offers a nice dividend yield.) Technically, the chart shows a nice upward trend, and today, after 2 PM we had a break out to a new high. The growth is coming from India, China, South Korea, Brazil, Taiwan. Seasonally, this runs from the middle of January right through to approximately the end of April.

Price:
$39.320
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2017-03-15 TOP PICK Metro-Inc--A-
MRU-T
Stephen Groff

Looking out over 20 years, this has been one of the best performing stocks out there. Has a lot of respect for management. They are excellent at allocating capital and at operations. Shares have pulled back recently because of inflationary concerns, but when he looks at this over the long-term, nothing has changed. Although there is a bit of inflation now and a little bit of competitive intensity in a weak economy, they have dealt with this before and will deal with it again. The multiple has pulled back to what he thinks is a fair number for long-term holders. Dividend yield of 1.6%. (Analysts’ price target is $45.50.)

Price:
$40.570
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-03-15 TOP PICK Metro-Inc--A-
MRU-T
Don Vialoux

This is his trade to hide somewhere in Canada. The chart shows this is in a long-term upward trend from 2014. In the last few days, the chart shows it has formed a gorgeous double bottom pattern, and is finally showing signs of improvement. It has already outperformed the Canadian market. It also does well in the summer, as defensive stocks do much better at that time. Seasonally, this does well from around now through to the middle of July. (Analysts’ price target is $45.50.)

Price:
$40.570
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2017-03-15 TOP PICK Store-Capital-Corp.
STOR-N
Stephen Groff

This business is fairly simple. They approach business owners and buy their real estate, leasing it back to them. The management team behind is excellent at what they do. This is the 3rd time they’ve done this. The first 2 were home runs for shareholders. They target the middle market, which is way less competitive. They offer value to the people they buy property from and manage it very tightly. Very focused on risk. The important part is that they earn cap rates that are significantly higher than their cost of capital, which enables them to grow at a very healthy rate. Dividend yield of 5.1%. (Analysts’ price target is $28.)

Price:
$23.250
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 TOP PICK Apple
AAPL-Q
Kash Pashootan

Although the stock has gone up considerably over 3-4 years, it is still not expensive, because the earnings growth has been there. Where can you buy a company that is trading at 15-16 times with the amount of cash on hand and this kind of a balance sheet. Dividend yield of 1.6%.  (Analysts’ price target is $145.)

Price:
$138.990
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 TOP PICK DSW-Inc
DSW-N
Kash Pashootan

Shoe retailer. This is a challenging business. There is lots of competition and more and more online presence. This is a value play. On a valuation basis, this stock is cheap. They have been getting rid of the large store fronts that were 20,000-24,000 ft.² and are basically cutting them in half. Dividend yield of 4%, and they have an exceptional history of raising the dividend. (Analysts’ price target is $23.)

Price:
$20.010
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 TOP PICK Exchange-Income
EIF-T
Daniel Lloyd

*Short* This is sort of a mini conglomerate. They have a bunch of small regional airlines in Canada, as well as an aviation leasing business in the US, along with some small manufacturing businesses in Canada. This is what he would call “an access to Canada short” in that the underlying businesses do not generate enough cash to sustain the company as a whole. Subsequently they need to continue coming back to the market doing equity issue after equity issue. All the industries that they operate in are high capital intensive businesses. Just in CapX alone they have outspent their cash flow way, way back. Yet they pay a dividend yield of 5.34% and have a debt they have to service. If there was any market downturn and equity markets were actually shut off to this sort of constant equity issuance, the dividend would be in very, very serious trouble. (Analysts’ price target is $47.)

Price:
$38.640
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 TOP PICK New-Flyer-Industries-Inc.
NFI-T
Kash Pashootan

The largest North American manufacturer of buses. They generate about 90% of their revenue in the US. Operations are in Winnipeg and Minnesota. There was some concern about what the Trump administration would mean for them, but they are part of the “Buy America” provision and are complying with those rules. There is considerable backlog of buses they need to make. There is going to be infrastructure spending. About 70% is city buses and about 30% is Motor Coach. Dividend yield of 2.2%.  (Analysts’ price target is $53.50.)

Price:
$43.460
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 TOP PICK Parex-Resources-Inc.
PXT-T
Daniel Lloyd

This is probably his favourite oil company at the moment. It is a mid-cap, Colombian focused producer, and should average 34,000-35,000 barrels a day this year. There is net cash on the balance sheet and no debt. They generate free cash flow at these oil prices. Great management and great assets. This would be a forever hold, or wait for a takeover hold. (Analysts’ price target is $23.)

Price:
$15.240
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 TOP PICK Thomson-Reuters-Corp
TRI-T
Daniel Lloyd

*Short* In today’s world this is in the financial data space. They sell terminals that sit on brokers desks. He would consider this as a 2nd tier product in a space that is under heavy attack. FinTech is something that is proliferating all through the West Coast. The result is that competition is really getting quite intense with new products, better than what this company does. Dividend yield of 3.1%. (Analysts’ price target is $45.)

Price:
$58.100
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-13 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Matt Kacur

What makes this a little exciting is the renewable energy, and they’ve grown their capital quite a bit. In 2010 they only had $1.2 billion invested capital, and now have $6.1 billion. Quite a bit of growth in a short period of time. They’ve done some acquisitions, and at the same time their revenue and cash flow has grown. Valuation still looks cheap. Dividend yield of 4.9%. (Analysts’ price target is $14.25.)

Price:
$12.390
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-03-13 TOP PICK Danaher-Corp.
DHR-N
David Driscoll

This is in 4 basic businesses, which are all trends moving forward. They got rid of their industrial business about a year ago with a spinoff, and what is left is what he wants to own. Life sciences, diagnostics, dental and environment. Instead of owning oil and gas stocks, his resource of choice is water. This company does wastewater management. Long-term returns have been almost double what the S&P 500 has been over the last 5, 10, 20 years. These guys are like private equities. They come in and buy a company, but unlike the 3 Gs of the world, where they rip everything apart, they work with the owners and build the businesses as turnarounds. This is where the value added comes from. Dividend growth, free cash flow growth and revenue growth. In 3 of the 4 businesses, the margins are mid-teens and with the water business, it is up in the 20s, creating huge returns on capital. Yield of 0.6%. (Analysts’ price target is $89.82.)

Price:
$87.500
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2017-03-13 TOP PICK Dassault-Systemes
DSY-FP
David Driscoll

A 3-D CAD/CAM company, that makes software for companies, but take an idea, run the iterations of the 3-D experience, and come up with the best business model, find out if it is implementable, and at what cost. Artificial intelligence is coming. Internet of things. This company is right in the middle of everything. They are in huge demand. Free cash flow is growing in the mid-teens. The dividend has been rising by 10%. Dividend yield of 0.6%. (Analysts’ price target is 78.22 €.)

Price:
$0.000
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2017-03-13 TOP PICK General-Dynamics-Corp.
GD-N
Matt Kacur

Has liked this for many years. Its been a very good consistent performer. In technology of aerospace and communication systems which will go into tanks and airplanes, which is where military spending is going. Trump gave it an even bigger boost. Dividend yield of 1.8%. (Analysts’ price target is $205.50.)

Price:
$191.560
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-03-13 TOP PICK Paychex
PAYX-Q
David Driscoll

A payroll provider. ADP (ADP-Q) is the big one that deals with governments and large institutions, while this one deals with small businesses. If you are going to get any growth in the US through fiscal policy, the growth will come from small businesses of 15 to 50 employees. This does payroll and HR. What he really likes is that before they remit payments to the IRS every 2 weeks on payroll, they get to bank the money. For every .025% interest rate rise, they make $.01 a share to the bottom line, so if the Fed has 6 increases over the next 2 years, they are going to make $18 million. Dividend yield of 2.9%. (Analysts’ price target is $59.50.)

Price:
$62.560
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2017-03-13 TOP PICK Restaurent-Brands-International
QSR-T
Matt Kacur

Acquiring Popeye’s Chicken makes good financial sense, as both companies were undervalued. Popeye’s had a 37% Return on Capital. Dividend yield of 1.3%. (Analysts’ price target is $64.)

Price:
$73.620
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-03-10 TOP PICK CCL-Industries--B-
CCL.B-T
Bruce Campbell (2)

Great company. They continue to grow by acquisition as well as organically. 1998 was the last time they issued stock. They are going to do a 5 for 1 split, which is being voted on in May. The splits have nothing to do with math, but everything to do with psychology. Dividend yield of 0.79%. (Analysts’ price target is $325.00.)

Price:
$294.050
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2017-03-10 TOP PICK Organigram-Holdings
OGI-X
Bruce Campbell (2)

He likes the prospects and just added to his holdings recently. This will be a core holding in his marijuana fund portfolio. It is the only one in the Maritimes. (Analysts’ price target is $4.10.)

Price:
$2.380
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2017-03-10 TOP PICK Patient-Home-Monitoring
PHM-X
Bruce Campbell (2)

One of the most hated stocks in Canada. They were on a huge acquisition spree a couple of years ago, but have bought a company called Fleet Management, which did an excellent job of growing their business. The 2 men in charge took over a big mess. They right sized the company and sold off some stuff and closed down some stuff and brought their bad debt expense down. They’re growing the company at a phenomenal rate, 25%-30% per year. Just posted the 1st quarter where they generated cash, so they are cash flow positive. The valuation is super cheap, trading at less than 5X. The stock price could triple from here and still be cheaper than something like a Savaria (SIS-T) or a CRH Medical (CRH-T). Too cheap to ignore.

Price:
$0.280
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2017-03-09 TOP PICK CitiGroup
C-N
Stan Wong

Financials is definitely his favourite space at this point going forward. With rising interest rates, and presumably a lighter regulatory environment, this is poised to do well. Given that they have slightly underperformed some of the other banks, he thinks their potential for large capital returns through dividends and stock buybacks is great for shareholders. Trading at about .83X Price to book ratio, which is a definite discount to all the names in that large bank space in the US. Dividend yield of 1.05%. (Analysts’ price target is $65.)

Price:
$61.550
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-03-09 TOP PICK Facebook
FB-Q
Teal Linde

Even though it has 1.7 billion users, they are still growing their user base by double digits. This year revenues are going to grow 37%, and EPS up 28%, and is trading at 25.5X this year’s earnings. Next year, revenues and EPS are going to grow in the mid-20s, and is trading at 20X expected earnings. (Analysts’ price target is $162.)

Price:
$138.240
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2017-03-09 TOP PICK Five-Below-Inc
FIVE-Q
Teal Linde

A $5 and below retailer for teenagers. They only have 531 stores in the US. To put this in context, Dollarama (DOL-T) has over 1000 stores, and expects to meet saturation at around 1400 stores. Five Below thinks they can easily get to 2000 stores. They are only in 31 states and are just opening their 1st store in California this spring. They are growing their store base 20% per year, year after year. (Analysts’ price target is $50.)

Price:
$38.330
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2017-03-09 TOP PICK MGM-Mirage
MGM-N
Stan Wong

This owns casino resorts in the US, mainly Las Vegas, as well as China and Dubai. They are expanding into other parts of the US as well as Asia. This had been doing very well, but had a bad quarter, and the stock dropped to the 200-day moving average. Looking at the macro picture with a recovery in the global economy, the properties in the US and China should continue to do well. Shares are trading about 10X enterprise value over EBITDA, which is a discount to its main competitors. Dividend yield of 1.71%. (Analysts’ price target is $33.)

Price:
$25.430
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-03-09 TOP PICK Painted-Pony-Petroleum
PPY-T
Teal Linde

The company is looking for production growth of about 80% in 2017 and 40% in 2018. There is no other natural gas player in Western Canada that has those kinds of growth rates. The valuation is actually below the average of their peers, which is also very attractive. (Analysts’ price target is $10.)

Price:
$6.040
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2017-03-09 TOP PICK Sun-Life-Financial-Inc
SLF-T
Stan Wong

With 40% of its revenues coming from the US, this will benefit from proposed deregulations and tax reforms. Rising interest rates will help this. Lifecos will also benefit from aging demographics. Dividend yield of 3.39%, which he estimates to grow by about 10% a year for the next few years. Trading at 12X forward PE, which is pretty cheap. (Analysts’ price target is $54.)

Price:
$49.400
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-03-08 TOP PICK AutoCanada-Inc.
ACQ-T
Paul Harris, CFA

He really likes the story. They were buying up auto dealerships, but management made many promises which they didn’t do. New management came in and cut the dividend quite substantially. They are slowly going to buy 2 or 3 dealerships. Integrated their back-office which helps them. They are going to throw off about $50 million in cash, which allows them to buy more assets and more franchises. He expects they will be diversifying out of the Alberta area in the next little while. Dividend yield of 1.67%. (Analysts’ price target is $27.)

Price:
$24.010
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-03-08 TOP PICK Bayerische-Motoren-Werke-AG
BMW-GR
Paul Harris, CFA

About 40% of the company is owned by the Quandt family, so you have a very stable shareholder. Also, the company has been very good at introducing people to products, like their cars, which is very good from a marketing perspective. The company will give up margin in the short term for longer-term gains. They will spend more on R&D and more on CapX. Car sales in Europe have not been strong compared to Canada and the US, and he sees that as an opportunity. Dividend yield of 3.71%. (Analysts’ price target is euro 88.)

Price:
$0.000
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-03-08 TOP PICK Blackstone-Group-LP
BX-N
Paul Harris, CFA

This has not run up a lot, like other financials. A private equity company, but they have a hedge fund business. Has a great dividend yield of 5.17%. They’re very good at harvesting their assets. They’ve been able to use the debt market when they buy things, to lever them up. Have brought in over $100 billion, that they can actually deploy if something happens. (Analysts’ price target is $35.50.)

Price:
$29.100
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-03-08 TOP PICK Cargojet-Inc
CJT-T
William Chin

This has 90% market share in Canada for the large, overnight, time sensitive freight. Their customers include Canada Post, DHS, UPS and Amazon, so they have a stranglehold on the industry. Carries time sensitive cargoes, with pharmaceutical being a big product area. It has a huge barrier to entry. All the big CapX has been done. Dividend yield of 1.48%. (Analysts’ price target is $57.)

Price:
$46.600
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-03-08 TOP PICK Transcontinental-Inc.--A-
TCL.A-T
William Chin

The market assigns a very low valuation to this, because the general view is that print is in secular decline. According to management, this company’s major line of business is printing flyers for retailers, which is 65% of their business. The rest of it is newspapers and outsourcing printing, and they are the last man standing. They are also in packaging, a much higher margin business, and it is not appreciated by the market. Very strong cash flow. Dividend yield of 3.51%. (Analysts’ price target is $22.65.)

Price:
$22.850
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-03-08 TOP PICK Sleep-Country-Canada-Holdings
ZZZ-T
William Chin

This is not just selling mattresses, but are also selling accessories, which are higher margin lines of products. It is doing very well, which is reflected in the charts. If the company is doing well, you will see investors appreciate that and adding value to the stock price, and we are seeing that. Dividend yield of 1.84%. (Analysts’ price target is $36.)

Price:
$32.070
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-03-07 TOP PICK Amgen-Inc.
AMGN-Q
John Stephenson

This is cheap, trading at roughly 13X versus the S&P at 17.4X. It has a free cash flow yield of roughly 8% plus a pretty good dividend yield of 2.56%. It is going to grow its dividend probably in the 10%-15% range. The stock is undervalued and underloved. It has held up really well despite all the tweets and all the other things going on. It is a biotech company, but it is one of the best and certainly one of the biggest. (Analysts’ price target is $189.50.)

Price:
$177.380
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2017-03-07 TOP PICK Facebook
FB-Q
John Stephenson

A really good company. There are 1.8 million active users. Great metrics this past quarter. They are the dominant franchise. They clearly get mobile, which was an overhang. They have a huge amount of things, especially in mobile advertising and video advertising. Reasonable valuation and a great management team. (Analysts’ price target is $162.00.)

Price:
$137.300
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2017-03-07 TOP PICK Mag-Silver-Corp
MAG-T
Robert Cohen B.A.Sc., MBA, CFA

Mexican silver. A joint venture with Fresnillo, the largest primary silver producer globally. These are the extension of the veins in the Fresno District onto the joint venture ground, which is 44% owned by MAG Silver. High grade, very robust economic. They are finding at depth in the Waldo Canyon that the grade is getting better. That has given the joint venture cause to increase the scope of the project.  (Analysts’ price target is $25.25.)

Price:
$17.830
Subject:
MINING
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 60 of 23,658 entries
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