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
2017-10-23 TOP PICK ING-Groep-NV
ING-N
Rick Stuchberry

He is sticking with this one.  It is a great company in a sector that has not moved much yet.  There is so much potential when Europe starts to deregulate and when they start to raise interest rates.  There is so much money to be made in the banking sector.  It is one of the best EU banks.  (Analysts’ target: $22.00).

Price:
$0.000
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
Yes
2017-10-23 TOP PICK Royal-Bank
RY-T
Rick Stuchberry

He trimmed some in the spring around $98 and replaced it in the low $90s.  It is a quality, quality bank and is a big beneficiary of bull markets.  You can buy it here and a year from now it will be up.  It is a solid, well run company.  (Analysts’ target: $101.00).

Price:
$0.000
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
Yes
2017-10-23 TOP PICK Spin-Master-Corp
TOY-T
Rick Stuchberry

Toys R US went bust.  But he likes Spin Master Corp. (TOY-T).  This is a great company with great growth.  They have the media which is how they market.  They are in a very positive growth market.  (Analysts’ target: $51.00).

Price:
$0.000
Subject:
CANADIAN LARGE & ADRs
Bias:
UNKNOWN
Owned:
Yes
2017-10-20 TOP PICK BB-and-T-Corp.
BBT-N
Bruce Campbell (1)

This is most like a TD Bank (TD-T) in that it is an east coast regional from Florida up through New England. Very cheap relative to its US peers. It would look a little expensive on Canadian standards, trading at 13X earnings instead of 11X earnings, and a 2.8% yield instead of 4%, but would be a bigger beneficiary on higher rates. Very retail. If we get the Fed going again in December, and 1 or 2 times next year, they’ll have decent earnings growth, and there are still lots of targets of smaller regional banks for them to buy. (Analysts’ price target is $49.)

Price:
$47.500
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-20 TOP PICK Walt-Disney
DIS-N
Bruce Campbell (1)

Peaked at $116 in March or April. The worries had been on ESPN, cord cutting, etc. That has mostly happened, and they are acting to take measures to stop the bleeding and do different vehicles of distributing. ESPN was 110 million subscribers a year ago, and now it is like 89 million. “Live sports” is one of the last bastions of things that will stay. There is another Star Wars movie coming, and usually the stock does well. Also they get the attendant merchandise sales and all that. All it really has to do is go back to where it was, and you would have a 16% return. The entry point is attractive. Dividend yield of 1.6%. (Analysts’ price target is $113.50.)

Price:
$99.400
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-20 TOP PICK CGI-Group--A-
GIB.A-T
William Chin

A big IT consulting firm. Has very good contracts. Management is doing very well. The balance sheet is very strong. The chart shows it is steadily going higher. As technology gets more sophisticated, companies are finding it difficult to keep abreast of the changes, so there is more and more outsourcing taking place. (Analysts’ price target is $74.)

Price:
$66.860
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-10-20 TOP PICK Transcontinental-Inc.--A-
TCL.A-T
William Chin

He likes both the fundamental and technical aspects. Chart shows staircase like blocks, so the company is definitely doing well. This is in printing which seems like a bad space, but this is one that he calls “the last man standing”. It is trading at a big discount to the market. It does printing for the Globe and Mail, Toronto Star, San Francisco Chronicle, and flyers for Sobey’s, Metro, Shoppers Drug Mart, etc. Another interesting part is that about 15%, and growing, is their revenue which comes from packaging. Strong balance sheet and good management. Dividend yield of 3%. (Analysts’ price target is $26.75.)

Price:
$26.490
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-10-20 TOP PICK TransCanada-Corp
TRP-T
Bruce Campbell (1)

On the growth/pipelines/utilities/telecom group, you are looking for guys that can grow earnings so that they can grow dividends. This company fits. There was a big US acquisition in 2016, which really helped. Although Energy East is now defunct, you get the dividend yield of 4%, along with the demonstrative plan of growth including the dividend over the next 5-7 years. A great place to hide, particularly in this environment where everything looks and feels a bit expensive. (Analysts’ price target is $72.)

Price:
$61.870
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-20 TOP PICK Sleep-Country-Canada-Holdings
ZZZ-T
William Chin

This is executing very well. Very strong balance sheet and a good cash position. Management is keeping an eye on the ball, renovating the stores. Staff are well-trained. (Analysts’ price target is $44.)

Price:
$38.740
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-10-19 TOP PICK Absolute-Software-Corp.
ABT-T
Peter Hodson

With the Equifax breach, everyone is back on the band wagon.  They have a good solution for security.  They have a lot of cash and no debt.  Active investors have started to pick away.  They own a third and management owns a third.  It will get harder and harder to buy the stock.  He thinks it will eventually get taken over.  (Analysts’ target: $8.50).

Price:
$8.450
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2017-10-19 TOP PICK Altagas-Ltd
ALA-T
Andy Nasr

This provides energy infrastructure. They own power generation assets. In the process of completing a US large acquisition, this is supposed to close in the 1st half of 2018. That really changes the dynamic of the business. To fund this acquisition, they have to sell some assets, which include some California power generation assets which they bought, which were underpinned by power purchase agreements, where the power price they are getting is about half of what the current merchant price is, so those have to get refinanced and re-contracted. Dividend yield of 7.4%. (Analysts’ price target is $33.)

Price:
$29.540
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-10-19 TOP PICK Albemarle-Corp
ALB-N
Andy Nasr

The largest producer of lithium. When we talk about electrification, electric vehicles, more tablets, smart phones, etc. lithium batteries are going to be in relatively high demand. Demand growth is forecast to be 10% a year for the next decade, and that is even using some relatively conservative assumptions about electric vehicle penetration. Given that this is the largest producer and a very low-cost producer, they should be able to bank very significant cash flow over the course of the next 5-10 years, but governments can very significantly influence adoption. Dividend yield of 0.9%. (Analysts’ price target is $137.)

Price:
$139.490
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-10-19 TOP PICK Celestica-Inc
CLS-T
Peter Hodson

$300 million in cash and less than 9 times earnings.  They just can’t get any love.  It had a bit better execution in terms of earnings and they could get recognized.  They buy back stocks.  Leverage on their operations is quite high and it has not performed yet.  (Analysts’ target: $14.87).

Price:
$15.150
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2017-10-19 TOP PICK Liberty-Expedia-Holdings
LEXEA-Q
Andy Nasr

A $3 billion company that owns a significant stake in Expedia (EXPE-Q) and Bodybuilding.com. The vast majority of the NAV is its ownership stake in Expedia. Trades at about a 25%-30% discount to the value of its Expedia holdings. It owns some of the common stock and all of the B voting shares. They’ve given the B voting shares and proxies to Mr. Diller, chairman of Expedia. In the event Mr. Diller dies or leaves the company, they get the voting shares back, at which point that NAV could get crystallized with a very significant uplift. He really likes Expedia and Priceline, as only about 35% of bookings are still done online, so there is going to be a tremendous amount of growth. (Analysts’ price target is $59.82.)

Price:
$56.510
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-10-19 TOP PICK Photon-Control
PHO-X
Peter Hodson

All the semi conductor companies in the US are going crazy.  This is the only Canadian player.  Earnings are 100% next year and 30 times earning PE.  It broke out to a new high a few days ago.  It is doing very well and the sector is very hot.  It is not as well known as it should be.  (Analysts’ target: $2.00).

Price:
$1.710
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2017-10-18 TOP PICK Bank-of-Nova-Scotia
BNS-T
Brian Madden

It has been a strong performer this year.  It has outperformed the TSX in 18 of the last 25 years.  They have a strong footprint in rapidly growing economies.  It is a catalyst rich situation.  It is just at its 200 day moving average where it has support.  It is a perennial buy and hold.  (Analysts’ target: $86.50).

Price:
$80.650
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-10-18 TOP PICK Enbridge
ENB-T
Brian Madden

The largest pipeline operator in North America.  They just acquired a US pipeline and that makes their network that much bigger and more diversified.  It yields about 4.7% which is much longer than its long run average.  There is a very clearly articulated plan to grow the dividend at 10-12% compound rate of return over the next 4 years.  (Analysts’ target: $60.00).

Price:
$50.420
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-10-18 TOP PICK FedEx
FDX-N
David Burrows

This is very sensitive to the global economy. They bought TNT and have been integrating that and reducing costs. As economic activity picks up, these quick deliveries accelerate and the pricing power improves. This is not just the US. Every major developed economy is accelerating at the same time. Dividend yield of 0.9%. (Analysts’ price target is $239.)

Price:
$222.300
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-10-18 TOP PICK CGI-Group--A-
GIB.A-T
Brian Madden

There is a new CEO in the last year.  It is likely he will put his stamp on the company in some form.  It is Canada’s largest IT services company.  They could make a transformational acquisition.  They have a history of doing this.  It is a good play on the US economy where they have their largest customer.  (Analysts’ target: $74.00).

Price:
$66.780
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-10-18 TOP PICK Morgan-Stanley
MS-N
David Burrows

This is the #1 equity trader and probably the most successful trading shop today. They are a big beneficiary of higher rates. They hold net cash balances for their clients. Has a giant private client business, $3 trillion in assets they take care of. Dividend yield of 2%. Will also benefit from the deregulation of business. (Analysts’ price target is $52.50.)

Price:
$50.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-10-18 TOP PICK NextEra-Energy
NEE-N
David Burrows

This is “the” company leading the way in renewable power and alternative energy. 50% of their power generation comes from wind, and is growing very rapidly. Wind power and solar have now become less expensive than coal power, at the same time we are about to head into an electric vehicle revolution. The company has done a lot of research on battery technology storage and they service 5 million customers in Florida. A big utility and has a great balance sheet. They have 20-year contracts to supply power to their other utility customers. Dividend yield of 2.6%. (Analysts’ price target is $157.)

Price:
$152.540
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-10-17 TOP PICK Apple
AAPL-Q
Brian Acker, CA

His model price is $200.78, a 26% upside. They’ll be reporting next week and what you will get is more stock buyback. A lot of people are worried about the new iPhone, but all the iPhone addicts are going to have to upgrade. Dividend yield of 1.6%. (Analysts’ price target is $180.)

Price:
$160.470
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-17 TOP PICK CitiGroup
C-N
Brian Acker, CA

Had a nice pullback to EBV -2. Dividend yield of 1.8% which had been increased in the June quarter by 100%. Thought they would increase it again, but are probably waiting for year-end. Relative to their earnings, it is only paying out 23%. We are coming out of the financial repression and getting higher interest rates. (Analysts’ price target is $78.75.)

Price:
$72.190
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-17 TOP PICK CohBar-Inc
COB.U-X
Michael Smedley

2 eminent Israeli scientists on the West Coast did things with mitochondria-based therapeutics for the treatment of age-related diseases 30 years ago. This is new in the market.

Price:
$6.150
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-10-17 TOP PICK Intel
INTC-Q
Brian Acker, CA

An old tech company, and hopefully they can get things together. This has huge value. It closed at $39.76, and his model price is $61.56, a 54% upside, just on their current earnings. Dividend yield of 2.7%. (Analysts’ price target is $41.)

Price:
$39.790
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-17 TOP PICK Patriot-One-Technologies-Inc.
PAT-X
Michael Smedley

This is providing a form of camera-less scanning, which is low-frequency radar base which you can put into a covert state such as the wall. There is only one other company in the world that has this kind of technology. The key now is that they get producing over the next many weeks.

Price:
$1.380
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-10-17 TOP PICK Savaria-Corp
SIS-T
Michael Smedley

Founded in 1979 and a Québec businessman bought it out 10 years later for $100,000. He is now approaching $148 million in revenues, and hopes to march onto $500 million by 2021. One of the great specialists in the world with equipment that helps aged people improved their balance through stair lifts and other things that improve mobility. He is dedicated to 17% pre-EBITDA margins. Dividend yield of 2.4%. (Analysts’ price target is $17.)

Price:
$14.630
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-10-16 TOP PICK Apple
AAPL-Q
Barry Schwartz

Attractively priced. Whether it comes out in November, December or whenever, they are going to sell a lot of iPhone 10s. Some analysts say they could sell as high as 270 million phones, which would be 20% more than their biggest phone sale. Has a ton of cash and are going to be a big beneficiary of tax repatriation, if that happens, with tax reform. At some point, he expects they will start putting that cash to work with either a massive buyback or massive dividend increase, etc. Dividend yield of 1.6%. (Analysts’ price target is $180.)

Price:
$159.880
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-16 TOP PICK Acadian-Timber-Corp
ADN-T
Barry Schwartz

This gives you equity-like returns on assets like timber, that grows every single year. There are going to be big benefits from them if the US housing market continues to recover. When he does the math on their acreage and what the stock is trading at, it is undervalued by at least 20%. In the meantime, you have excellent returns. They have grown the dividend twice already in the past few years. On pullbacks this is one to own. Dividend yield of 5.8%. (Analysts’ price target is $19.)

Price:
$19.120
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-16 TOP PICK Canadian-Imperial-Bank-of-Commerce
CM-T
Keith Richards

They are far more levered to housing and mortgages.  It has not come back to the old highs.  They are good at what they do.  It is the most unloved and the lowest PE bank.  (Analysts’ target: $118).

Price:
$112.270
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2017-10-16 TOP PICK ETrade-Financial-Corp.
ETFC-Q
Keith Richards

It has lots of upside.  You want to own stocks for the winter.  If there was a 3-5% pullback, then this one would do so and it would be a great time to buy it.

Price:
$44.490
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2017-10-16 TOP PICK Facebook
FB-Q
Barry Schwartz

The world’s best advertising medium. If you look at the product online, they follow you around. They know what you like, who your friends are, what you are wearing. There are even some rumours they can listen in on your phone when you are talking. They and Google (GOOGL-Q) capture only a small amount of the world advertising market, so there is a long runway of growth. (Analysts’ price target is $200.)

Price:
$174.520
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-16 TOP PICK Vanguard-FTSE-Developed-All-Cap-ex-Nrth-Amer-Idx-ETF.
VI-T
Keith Richards

It is hedged to CAD$.  It is a way to own a broad selection of stocks outside of North America.

Price:
$28.690
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2017-10-13 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Matt Kacur

One of Canada’s best operators in retail. Convenience stores and gas stations. They are in all Canadian provinces and in 42 states. They are also in Scandinavia, Ireland, Baltic and Russia. Recently bought the Circle K company, and are converting a lot of their stores over to Circle K. Dividend yield of 0.6%. (Analysts’ price target is $72.)

Price:
$60.380
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-10-13 TOP PICK Broadcom
AVGO-Q
Matt Kacur

A $100 billion market cap company. Think Cloud, think big data, think automation. They have wireline products, wireless products, enterprise storage, industrial automation, etc. They’ve been making a huge rate of return. It is undervalued. Dividend yield of 1.6%. (Analysts’ price target is $290.)

Price:
$247.960
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-10-13 TOP PICK Generac
GNRC-N
Matt Kacur

Manufactures generators for natural gas. The stock came down about 2 years ago and was trading at around $30-$35, and then along came some of those hurricanes. This is one of the companies that can supply power to homes. It looked undervalued regardless of that. (Analysts’ price target is $48.)

Price:
$50.580
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-10-13 TOP PICK HSBC-Holdings-P-L-C
HSBC-N
Darren Sissons

Thinks it has a discount from BREXIT on it, but is very exposed to Asia, which is a real growth driver. Its key market is based in Hong Kong, which is pegged to the US$, giving US leverage on the interest rate rise. It has a China credit card business, which is new, because China is a closed credit card market. Has a very attractive dividend. It will benefit from rising interest rates as Net Interest Margin, a critical driver of buying profitability, will need to rise by 70% to reach pre- crisis levels. (Analysts’ price target is $41.22.)

Price:
$49.230
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-10-13 TOP PICK Infosys-Technologies-Ltd.
INFY-N
Darren Sissons

An IT outsourcing company. When Mr. Trump got into power, the first thing he did was to bash all the foreigners, and a lot of the stocks, plus some of the tech stocks, were heavily reliant on this sector. Historically, it has had a very, very strong record of growing earnings something like 20% for 15 years. Very, very strong balance sheet. On Nov 1, they come into a $2 billion share buyback. Dividend yield of 2.7%. (Analysts’ price target is $15.50.)

Price:
$14.710
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-10-13 TOP PICK Kone-Oyj
KNEBV-HEL
Darren Sissons

A global elevator company. The dividend has risen substantially. In the last couple of years, it has been relatively dead money, but now we are starting to see an expansion of the global economy, so he expects it to start to move again. Cash reserves exceed all liabilities by a considerable margin. A good growth stock on urbanization. Countries like China and India need more elevators, and this company has the market share in both countries. Dividend yield of 3.4%. (Analysts’ price target is €44.00.)

Price:
$0.010
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-10-12 TOP PICK Alibaba-Group-Holding
BABA-N
Stan Wong

World’s largest online mobile commerce company, measured by gross merchandise value. Given that they operate in China, is a big factor why he likes this. China has 560 million Internet users, spending 20 hours a week online, by far the largest internet market globally, double the size of the US market. They are well positioned to boost revenues related to particular content, entertainment and Cloud computing, which is about 5%-6% of their revenues. Cheaper than Amazon (AMZN-Q), trading at 31X earnings on a forward basis. Has a long-term growth rate of 25%, which is not an expensive measure when looking at a company like this. (Analysts’ price target is $200.)

Price:
$180.530
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-12 TOP PICK CitiGroup
C-N
Stan Wong

Given that we are going to have tighter monetary policies and a potential tax return and a lighter regulatory environment, a name like this will benefit. You can expect a very substantial shareholder capital return going forward. In June they announced a plan to repurchase $15.6 billion of shares back. Have doubled their dividend from $.16 to $.32 on a quarterly basis. This is very global which differentiates them from the other banks. Over 40% of revenues come from emerging markets. Trading at 4.97X Price to Book, which is a big discount to other names. Dividend yield of 1.7% will probably continue to move higher. (Analysts’ price target is $75.)

Price:
$72.370
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-12 TOP PICK CCL-Industries--B-
CCL.B-T
Bruce Campbell (2)

They make acquisitions, pulling costs out of the business.  They keep repeating.  They have organic growth.  The stock has been consolidating recently.  Executives have a decent amount of stock.  It looks like it is about to reaccelerate.

Price:
$63.960
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-12 TOP PICK Norwegian-Cruise-Line-Holdings
NCLH-Q
Stan Wong

The world’s third-largest cruise company by berth, in terms of number of total beds. Operates about 25 ships across 3 different brands. They plan to introduce 7 more ships through 2025, meaning they are going to increase capacity much faster than Royal or Carnival. Has a lot of runway when it comes to China, Europe, etc. because they are not as well exposed there. They have freestyle cruising which allows the older demographics to bring families on board. (Analysts’ price target is $65.)

Price:
$58.860
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-12 TOP PICK Reliq-Health-Techniques
RHT-X
Bruce Campbell (2)

They have an automated system to monitor people released from hospital.  They provide the software.  It allows reporting back to the patient, family, caregivers or health team.  They will be profitable late this year or next.  They are signing on health authorities into pilot programs and then into long term contracts.  It is the health authority’s job to sell the products.

Price:
$0.425
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-12 TOP PICK Canopy-Growth-Corp.
WEED-T
Bruce Campbell (2)

It checks all the boxes.  They are geographically and growth type diversified.  They are getting into other areas also.  They have a strong management team.  (Analysts’ target: $11.50).

Price:
$13.070
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-11 TOP PICK SoftBank-Corp
9984-JP
Mike S. Newton, CIM FCSI

A Japanese conglomerate, well known multinational Telecommunications/Internet sitting in Japan. Trading at a huge discount to its underlying holdings. Trades at around $99-$100 billion market cap, and at a 40% discount to some of the names they own. They just bought an investment in Matchbox, which is an open-source mapping technology for every single device in the world. A good way to play some of the underlying names like Ali Baba (BABA-N) and Nvidia (NVDA-Q).  Dividend yield of 0.7%. (Analysts’ price target is ¥11,750.00.)

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-10-11 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Mike S. Newton, CIM FCSI

Metro is doing what he expected by selling some of their stake in this company, to fund their Jean Coutu (PJC.A-T) purchase. Valuation is attractive, and they are going to put a whole bunch of Tesla stations in their locations. Dividend yield of 0.6%. (Analysts’ price target is C$72.)

Price:
$58.940
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-10-11 TOP PICK Johnson--and--Johnson
JNJ-N
Christine Poole

The US$ has weakened against all currencies this year, and for US multinationals that is going to be a nice tailwind for them. About 50% of revenues come from North America. About 45% of revenues come from the pharmaceutical division, and then they have the medical devices and the consumer products division. Their Pharma division has really started to show nice organic growth, and investments in their pipeline are paying off. Going forward, management has indicated they expect to file 10 new products by 2019 with revenue potential of $1 billion, so she sees good visibility in the pipeline going forward. Organic growth is picking up. They increase the dividend every year and have done so for the last 55 years. Dividend yield of 2.5%. (Analysts’ price target is $142.)

Price:
$136.650
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-11 TOP PICK Mondelez-International
MDLZ-Q
Christine Poole

About 25% of revenues come from the US and about 40% is from emerging markets. The stock hasn’t done that well this past year, which is why it is a Top pick. As disposable income increases in emerging markets, it is going to increase the sale of more packaged foods. They are the global leading snack food manufacturer. Have been building out their footprint in the emerging markets. The last year has been difficult with a strong US$. We are starting to see improving economic movements in those markets. The long-term trend of increasing consumption of packaged foods and goods plays into this company very well. Dividend yield of 2.1%. (Analysts’ price target is $49.50.)

Price:
$41.710
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-11 TOP PICK Impinj-Inc
PI-Q
Mike S. Newton, CIM FCSI

The IMPINJ enables wireless connectivity across all kinds of devices. What they do that is a bit different from RFID (radio frequency identification) in that they are passive, meaning it is powerless, doesn’t need a battery. They have an alliance called RAIN, which is organized by Google, Intel and AIM. They have the ability to have little tags on clothing to tell prices, inventory, etc. Extremely volatile and not for the faint of heart. (Analysts’ price target is US$49.00.)

Price:
$37.080
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-10-11 TOP PICK Pembina-Pipeline-Corp
PPL-T
Christine Poole

In the infrastructure industry. She likes the Veresen acquisition, located in the Montney region in Alberta and BC, which closed earlier this month. A very low-cost region where producers can make a reasonable return even at these low prices. The company is well positioned to service that area. Veresen also presents more longer-term opportunities, such as Jordan Cove. This is more for the income investor. Dividend yield of 5%, which she expects could be increased. (Analysts’ price target is $50.)

Price:
$43.110
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-10 TOP PICK ETrade-Financial-Corp.
ETFC-Q
Cameron Hurst

Everyone thinks this is all trading commissions, but it is actually a fantastic rate play. Management has been very clear that they are guiding for a 270-basis point on net interest margins as a lender. On every 25-basis point hike, they are capturing 75%-85% of that, and are able to flow that right through. As a backup plan, volumes are going higher. (Analysts’ price target is $48.)

Price:
$43.990
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-10 TOP PICK iShares-MSCI-Germany-ETF
EWG-N
Cameron Hurst

Has been a fan of Germany for most of the year. Wouldn’t be surprised if there was a little consolidation here, but a break out from here is very positive. This is a growth driver of Europe. ECB is not going too far too fast, and a rate hike expectation is a couple of years out.

Price:
$32.690
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-10 TOP PICK Vanguard-FTSE-Cda-All-Cap-ETF
VCN-T
John Hood

If you are going to buy a good Canadian All Cap, this is a good one.

Price:
$31.920
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
No
2017-10-10 TOP PICK Vangrd-European-E.T.F.
VGK-N
John Hood

This holds the largest cap companies in Europe. It is developed countries. There is no Greece. A huge ETF, something like $24 billion. Extremely cheap. If you want to play Europe, it’s a great way to go.

Price:
$58.740
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
No
2017-10-10 TOP PICK Spdr-S-and-P-Biotech-Etf
XBI-N
Cameron Hurst

This is equal weighted, so you are getting a split between the big hefty diversifieds. M&A, which has been highlighted by Gilead, is definitely driving the sector now. At the same time, you are getting the basket approach of the big guys, you are incorporating the small guys as take-out targets that give you the big premium. There is a slightly softer regulatory environment where more drugs are making it to market.

Price:
$87.630
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-10 TOP PICK BMO-S-and-P-TSX-Oil--and--Gas-ETF
ZEO-T
John Hood

(No comments, other than comparable ETF’s that could be looked at.)

Price:
$10.830
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-10-06 TOP PICK Avigilon-Corp
AVO-T
Robert McWhirter

Makes video surveillance and access controlled software, and their products include facial recognition. Year-over-year sales have done quite well. Expecting earnings growth of 27% in 2018, with a further 26% in 2019. (Analysts’ price target is $20.)

Price:
$18.450
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2017-10-06 TOP PICK Maxar-Technologies
MAXR-T
John Zechner

(Changing to Maxar Technologies (MAXR-T).) Just finished the DigitalGlobe acquisition which was a perfect fit. Satellites is a growth market, but is sort of lumpy. DigitalGlobe adds the software that interprets all the data. Plus, the acquisition brings in US presence giving better access to US intelligence and US military and US sales. This is trading at a big discount to all the aerospace firms.

Price:
$70.730
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-06 TOP PICK Martinrea
MRE-T
Robert McWhirter

They use Memex as real-time manufacturing software to improve productivity. Shares have gone up and there is more to come. Dividend yield of 1%. (Analysts’ price target is $15.50.)

Price:
$12.580
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 60 of 24,517 entries
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