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
2017-06-26 TOP PICK Equitable-Group
EQB-T
Stephen Takacsy, B. Eng, MBA

It was caught up in the HCG-T issues.  The short sellers started pouncing on these players.  They secured loans at very low interest rates.  They pre-empted potential contagion in the industry. They are getting so much new business that they can cherry pick their new customers.  It is trading just above book.  (Analysts’ target: $62.00).

Price:
$61.910
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-06-26 TOP PICK Inter-Pipeline
IPL-T
Peter Brieger

This has been a consistent long-term grower. The reason for its recent poor performance is that most of its business comes from transmission to and from the oil sands, which has been in the doldrums. They also have conventional oil and a gas fracing business as well as storage in the UK. There is tremendous potential of long-term leverage in a pickup in the oil sands business, where they have 50% capacity in their pipelines. They are experimenting with looking at propane dehydration, which will eventually lead to the production of plastic, which could be a major growth business. Dividend yield of 6.5%. (Analysts’ price target is $30.)

Price:
$24.940
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-26 TOP PICK K-Bro-Linen-Inc
KBL-T
Stephen Takacsy, B. Eng, MBA

Canadian leader in linen services to hotels and hospitals.  There are high barriers to entry into the industry and they have limited competition.  It is a duopoly in Canada.  They have high margins and good cash flow.  It has pulled back in the last year because they are in a large cap-x program.  It is better valued now considering the future benefit of the cap-x program.  Demographics are behind them.  They have long term contracts with very high renewal rates.  (Analysts’ target: $43.50).

Price:
$39.460
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-06-26 TOP PICK Toronto-Dominion
TD-T
Peter Brieger

He likes their PNC business, the efficient quality of their loans and the efficiency that they are running their affairs. They are very focused on cutting costs and making the whole organization more efficient. The quality of their credit losses is one of the best of the bunch. Also, likes that they can innovate with new marketing, especially in the US. Dividend yield of 3.7%. (Analysts’ price target is $71.)

Price:
$65.210
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-26 TOP PICK Ten-Peaks-Coffee-Co
TPK-T
Stephen Takacsy, B. Eng, MBA

The only one with a chemical free decaffeination process – the Swiss water method.  They are spreading it throughout the world as the chemical process is being banned in more and more countries.  He owns about 7.5% of the company as he accumulates it.

Price:
$6.340
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-06-26 TOP PICK Xylem-Inc.
XYL-N
Peter Brieger

This is water. Given the rise in world temperatures, and given the droughts in specific areas, water is going to be in a major scarcity mode. This company is a major player in that area. They are a very socially responsible company and recognize the problems, and are pouring more and more money into R&D. They are basically working with their customers in a broad range of water usage. They have a global orientation. Trading at 23.5X this year’s earnings which is somewhat expensive, but he is seeing consistent double-digit growth. Dividend yield of 1.3%. (Analysts’ price target is $55.)

Price:
$54.680
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-23 TOP PICK CASH
CASH
James Hodgins

For people who are comfortable Shorting, he would have no problem recommending Shorting a broader ETF of equity markets. Thinks we are in for about a 30% downdraft in equities over the next 12-18 months.

Price:
$0.010
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEARISH
Owned:
Yes
2017-06-23 TOP PICK Klondex-Mines-Ltd
KDX-T
James Hodgins

He likes the gold sector, and thinks it will do well in the downturn. This company is the 4th Canadian domiciled company to enter the Russell 2000, so their investor base is going to increase dramatically. It has the most stable growth in the gold sector, and is trading at about a 20% discount. (Analysts’ price target is $6.13.)

Price:
$4.760
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEARISH
Owned:
Yes
2017-06-23 TOP PICK -Leucrotta-Exploration-Inc.
LXE-X
James Hodgins

He is quite bearish on the broader markets, but the sentiment in the energy sector in Canada has been so negative that he thinks it is undervalued. They have no debt and has 900 prime low-cost Montney drilling locations with significant infrastructure and only about 10% of it is dry gas. CEO owns about 30% of the stock. (Analysts’ price target is $3.25.)

Price:
$1.850
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEARISH
Owned:
Yes
2017-06-23 TOP PICK Norbord-Inc
OSB-T
David Cockfield

Oriented strand board is the equivalent to plywood, when they put the panels together. The softwood lumber dispute could actually be positive for this company. A lot of their plants are in the US. This is a way to get your toe into the housing market. They just tripled the dividend. Dividend yield of 3%. (Analysts’ price target is $46.50.)

Price:
$39.980
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-06-23 TOP PICK BMO-Low-Volatility-Cdn-Eqty-ETF
ZLB-T
David Cockfield

When he sees markets getting into the patterns they have been lately, this is a package of stocks, low volatility, that seems to do well in rather uncertain kinds of environment. A good fall-back position if you are concerned about markets.

Price:
$30.070
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-06-23 TOP PICK BMO-Covered-Call-Utilities-ETF
ZWU-T
David Cockfield

Had been avoiding the utility area, because he saw the temper tantrum the market went through with the thought that rates were going up in the US. He’s come to the conclusion that interest rates are going to stay low for a lot longer than anticipated. Utility yields are quite attractive, and it is almost impossible to get those kinds of yields out of the fixed income market.

Price:
$14.110
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-06-22 TOP PICK AutoCanada-Inc.
ACQ-T
Paul Harris, CFA

This collapsed when they were buying auto dealerships, integrating them, and supplying technology to their back-office, etc., but they never integrated them, made 14 acquisitions in one year and were primarily in BC and Alberta. New management came in and did a lot of things the old management didn’t do, including reducing the number of acquisitions per year. They are now one of the largest players. Trading at about 11X earnings. They throw off about $40-$50 million of free cash, which they will use to buy a couple of other dealerships. Dividend yield of 2.2%. (Analysts’ price target is $22.)

Price:
$18.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-22 TOP PICK Grande-West-Transportation-Group
BUS-X
Bruce Campbell (2)

They had all these bus orders for Canadian customers.  They were getting trials and then huge orders.  Now they are doing the same thing in the US.  They provide smaller transit busses.  (Analysts’ target: $3.83).

Price:
$2.660
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Yes
2017-06-22 TOP PICK Blackstone-Group-LP
BX-N
Paul Harris, CFA

This is a private equity firm, one of the biggest in the world. They’ve just did a deal for an infrastructure fund for Saudi Arabia. Trading at about 10X on earnings. They are good asset accumulators. Dividend yield of 7.2%. (Analysts’ price target is $36.)

Price:
$33.060
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-22 TOP PICK CVS-Health-Corp
CVS-N
Paul Harris, CFA

Somewhat of a unique company. It is not just a pharmacy. It is a long-term care facility and a consulting firm. The stock has fallen a fair bit. It has a great cash flow yield of about 7%. On the pharmacy side, they had a few issues where same-store sales had gone down a fair bit. The long-term care thing is starting to grow and he can see very good growth there. Dividend yield of 2.5%. (Analysts’ price target is $88.)

Price:
$77.220
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-22 TOP PICK Patient-Home-Monitoring
PHM-X
Bruce Campbell (2)

It has been very loved and hated. They had a huge turn-up in their business.  30% organic revenue growth.  They generate cash and the stock is trading at about 6.5 times.  (Analysts’ target: $0.85).

Price:
$0.475
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Yes
2017-06-22 TOP PICK Westport-Fuel-Systems-Inc
WPRT-T
Bruce Campbell (2)

Clean burning heavy engines. They were a market darling 10 years ago. We are now actually seeing the progression to cleaner fuels such as natural gas. They have a joint venture with Cummins. They also have components. They have sold off non-core businesses.  (Analysts’ target: $3.00).

Price:
$2.980
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Yes
2017-06-21 TOP PICK Capgemini
CAP-FP
Andy Nasr

This is a consulting company, not too dissimilar from IBM and CGI. Located in Europe. They will really benefit from the migration to the Cloud proliferation of data. There is more information needed to be stored, analysed, and eventually consumed. Because this is domiciled in Europe with relatively decent market share, you should see a bit of an uplift as a result of BREXIT. If a company decides to relocate, or eventually they don’t want to deal with political risk or regulatory headaches, they’ll want to migrate more to the Cloud. Dividend yield of 1.6%. (Analysts’ price target is €106.)

Price:
$0.000
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-06-21 TOP PICK CVS-Health-Corp
CVS-N
Gordon Reid

One reason he likes this is that it is out of favour. We always have to gravitate to things that will do well in the future as opposed to what has done well in the past. This is a combination of CVS the drugstore and Caremark, a pharmacy benefits manager. They sell over 1 billion prescriptions a year and have over 10,000 locations in the US. As it stays out of favour, it gets more and more compelling from a valuation standpoint. Based on next year’s expectations of earnings, it is trading at a little over 12X earnings, well below the market multiple. Dividend yield of 2.5%. (Analysts’ price target is $88.)

Price:
$78.160
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-06-21 TOP PICK Masonite-International-Corp
DOOR-N
Gordon Reid

Makes exterior and interior residential and commercial doors. They are in 65 countries around the world. If you are a believer in the increasing home ownership globally, and in the US in particular, and household formations improving and increasing, this company should do well. Their margins are improving, which is always a good thing. (Analysts’ price target is $85.)

Price:
$73.200
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-06-21 TOP PICK Liberty-Global-PLC
LILAC-OTC
Andy Nasr

A cable and mobile phone company, with dominant market share in a lot of Caribbean regions and Latin America. Trading at a very, very deep discount to what he thinks represents fair value. Mobile or broadband penetration in those regions is below 40%-50% in many cases. As network coverage improves, companies like this will really start to bank and mint cash flow. This is controlled by Liberty Global which historically has done a tremendous job of allocating capital and consolidating businesses.

Price:
$0.000
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-06-21 TOP PICK PacWest-Bancorp
PACW-Q
Gordon Reid

A regional bank in the California area with about 80 branches. This has been a serial acquirer. They’ve bought a number of small-cap banks ranging from $200 million-$800 million market capitalization. It is really a commercial lender, both on the real estate side and the business side. Net interest margins are quite healthy at more than 5%. Trading at about 17X earnings. Dividend yield of 4.2%. (Analysts’ price target is $56.)

Price:
$46.750
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-06-21 TOP PICK Priceline.com-Inc.
PCLN-Q
Andy Nasr

A good example of a stock that will benefit from a lot of technology trends of more and more people doing things online. 30% of travel bookings are done online right now, still a relatively low number. The industry is dominated by 2 players, Priceline and Expedia. The estimated P/E of 42X is way too high. Next year’s estimates are closer to 21X, and if you strip out cash, it is actually below 20X. They are going to be able to grow through acquisition, which they’ve done a good job of. (Analysts’ price target is $2040.)

Price:
$1867.780
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 TOP PICK Amazon.com
AMZN-Q
Bruce Murray

This company has unrivaled retail assets. Also, with their AWS Computing subsidiary, they have low cost computing and have everything they need to compete in the retail world. Thinks their revenues are going to continue to grow at 15%-20% and earnings will be compounding at 15% over the next several years. His target price is $1150 in 12 months. With their big acquisition of Whole Foods, they just tapped into the biggest retail market. (Analysts’ price target is $1100.)

Price:
$992.590
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 TOP PICK Enbridge
ENB-T
Bruce Murray

This has gone nowhere for a couple of years. Down to $50, where it has not been for some time. They openly talked about 10% dividend growth over the next several years. This is the safest way to play the energy stocks. If you are going to play energy at all, just enter through these big pipeline stocks that have long term assets. Dividend yield of 4.7%. (Analysts’ price target is $62.)

Price:
$50.060
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 TOP PICK Morgan-Stanley
MS-N
Bruce Murray

The leading independent brokerage business, as well as one of the largest money managers in the US for high net worth individuals. A stronger economy, higher rates and more savings by consumers are all going to feed the stock. Dividend yield of 1.7%. (Analysts’ price target is $48.)

Price:
$45.500
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 TOP PICK Microsoft
MSFT-Q
David Burrows

This is dominant for enterprise relationships. Of the 3 companies that are in Cloud-based computing, this is the one with all the corporate relationships. They are signing up long-term contracts with an enormous number of corporations. Their Cloud-based business has grown 93% in the last quarter. Their software services is growing nicely. Dividend yield of 2.2%. (Analysts’ price target is $77.)

Price:
$69.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-06-20 TOP PICK Owens-Corning
OC-N
David Burrows

US housing market and homebuilders is a sector he is very focused on. There is a tremendous amount of pent-up demand. About 40% of revenue comes from roofing and about 20% comes from insulation. The lions share of their revenue comes out of the US. Dividend yield of 1.2%. (Analysts’ price target is $69.)

Price:
$66.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-06-20 TOP PICK Regeneron-Pharmaceuticals-Inc
REGN-Q
David Burrows

He likes biotech as a space, and it has recently re-accelerated. This company has a number of key drugs. Their major drug is Eylea for macular degeneration, a multi-, multi-billion-dollar drug. However, they have a newer drug, which is aimed at the allergy market, which could potentially be a $10 billion drug. This company will double its earnings in the next 3 years and is not dependent on one product. (Analysts’ price target is $438.)

Price:
$495.330
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-06-19 TOP PICK Hoya-Corporation
7741-JP
David Fingold

The low-cost producer in the world of eyeglass lenses, and probably tied for #1 or #2 in the production of endoscopes. Technically, this makes them a healthcare company. In those parts of the world where the population is growing, there are more people that need vision correction. Dividend yield of 1.3%. (Analysts’ price target is ¥6,100.)

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-06-19 TOP PICK Alphabet-Inc--C-
GOOG-Q
Veeral Khatri

It is an interesting entry point with the selloff in tech.  There are a lot of secular tail winds.  A great stock to own long term.

Price:
$957.370
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-06-19 TOP PICK Keysight-Technologies-Inc.
KEYS-N
David Fingold

The original Hewlett-Packard. There is a certain amount of value created by unleashing a management from being within a conglomerate that ties their hands-on capital allocation decisions. This is a leader in electronic test equipment. It is very difficult to design ships or to develop and deploy communication networks without using their equipment. The transition to 5G wireless is a major catalyst for them. (Analysts’ price target is $47.)

Price:
$37.990
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-06-19 TOP PICK Pembina-Pipeline-Corp
PPL-T
Veeral Khatri

He thinks the transaction with VSN-T is fantastic.  Cash flow per share will go up and it diversifies their hydrocarbon mix.  It replenishes the pipeline of growth projects for PPL-T.  Now they have over $20 billion in growth projects ahead of them.  (Analysts’ target: $50.00).

Price:
$43.630
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-06-19 TOP PICK Schweiter-Technologies
SWTQ-SW
David Fingold

Produces composite materials, primarily phone plastics and aluminum composites. Their end-use markets include windmill blades, transportation, as well as being heavily involved in construction. Their products tend to have superior strength to weight ratio as well as being green materials, recyclable. Dividend yield of 3.1%. (Analysts’ price target is CHF 1,175.)

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-06-19 TOP PICK Westaim-Corp
WED-X
Veeral Khatri

A bit of an under the radar company.  They have two profitable and growing businesses.  FFH-T just invested in them.  They will have a large amount of cash to make acquisitions with.  He would not be surprised if they split the two companies once they get big enough.  (Analysts’ target: $4.50).

Price:
$3.190
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-06-16 TOP PICK Enbridge
ENB-T
Greg Newman

Reduced their 2017 guidance as a result of the Spectra integration. More recently, it fell on an announcement of some line-3 delays. Doesn’t think this is going to affect 2018. Trading at a cheaper multiple than it has for a while. Has 11% EPS growth over the next couple of years. Also, when they announced the delay, the market saw that and took the stock down, but didn’t applaud the fact that they had announced $2 billion in new projects over the next couple of years. A solid dividend payer with dividend growth and a 50% payout ratio. 4.8% dividend yield.

Price:
$51.440
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2017-06-16 TOP PICK Gorman-Rupp
GRC-N
Norman Levine

The largest global manufacturer of industrial pumps. The stock hasn’t gone anywhere for a while, because 30% of their business is outside of the US, and the strong US$ has hurt profitability. A large part of their business is to the energy business such as moving oil, which has hurt them some. Have increased dividends for 44 years in a row. This is an opportunity to buy a company at its historically low valuation. Dividend yield of 1.7%. (Analysts’ price target is $26.)

Price:
$27.150
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-16 TOP PICK Intact-Financial
IFC-T
Greg Newman

Just acquired OneBeacon, the leading North American specialty provider, which will give them growth opportunities in the US. It is a highly fragmented space, so there are a lot of acquisitions upside. He models 18% EPS, and it is trading below its five-year average. OneBeacon is probably not accretive, but is probably neutral for 2017 earnings, and is really accretive over 24 months. Dividend yield of 2.7%. (Analysts’ price target is $103.)

Price:
$93.820
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2017-06-16 TOP PICK Pfizer-Inc
PFE-N
Norman Levine

Pharmaceutical stocks in general have not being great performers because of worries about drug pricing and patent cliffs. This is a company that has faced patent cliffs in the past and currently. The way the industry normally responds to this is by developing new drugs themselves to replace what they are losing, or making acquisitions of companies that have promising drugs. Dividend yield of 3.9%. (Analysts’ price target is $37.)

Price:
$32.970
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-16 TOP PICK Power-Financial-Corp
PWF-T
Norman Levine

A financial services holding company. It holds a controlling interest in Great West Life (GWO-T), IGM Financial the big mutual fund company, and a number of European assets through Pargesa. It has a history of raising its dividend on a regular basis. This has been under pressure, because its biggest holding, Great West Life, has been under pressure because of a few short-term issues that have cropped up. Dividend yield of 5%. (Analysts’ price target is $36.)

Price:
$33.160
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-16 TOP PICK Russel-Metals
RUS-T
Greg Newman

This is part of infrastructure and energy recovering. Q1 EPS beat by 30%. He is fairly bullish on steel prices. They have a competitive advantage being Canada’s largest distributor. He models earning recovering by 55%. They also have a pretty good balance sheet. Dividend yield of 6.1%. (Analysts’ price target is $31.)

Price:
$25.070
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2017-06-15 TOP PICK BCE-Inc.
BCE-T
Richard Croft

*Covered Call*. This company has very good dividends which they continue to raise. You write a Call, pick up a little extra income on the stock. This is just a pure income play in your portfolio. Rather than buying the bond, he would use something like this. (AnalystsTarget: $62.)

Price:
$59.330
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
Yes
2017-06-15 TOP PICK Walt-Disney
DIS-N
Christine Poole

She has owned it for a number of years.  There has been cord cutting affecting ESPN.  But it is being included in the skinny bundles.  They are doing well in terms of the studio.  The Marvel theme is doing well.  Star Wars is ongoing.  It translates into more merchandize and shows in the theme parks.  Shanghai Disney is doing better than expected.  It should make money this year.  (Analysts’ target: $124.00).

Price:
$105.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
Yes
2017-06-15 TOP PICK Enbridge
ENB-T
Christine Poole

20% of natural gas goes thought this company.  They have good visibility to cash flow projects.  They have 1-20% growth through 2024.  It is a good time to build a position and get into the name.  It has an attractive yield.  It got to a 52 week low today and bounced off that.  (Analysts’ target: $62.00). 

Price:
$50.310
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
Yes
2017-06-15 TOP PICK iShares-Barclays-20-and--Yr-Treas-Bond
TLT-Q
Richard Croft

*Bear Call Spread* Thinks interest rates are going higher. If so, bond prices are going lower. This is the most liquid bond ETF in the US, and has very liquid options. He suggests the sale of December $126 Calls and Buying a December $133 Call. If the stock closes below $126 in December, both options will expire and you keep the net credit of about $2 a share.

Price:
$126.100
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
Yes
2017-06-15 TOP PICK Xylem-Inc.
XYL-N
Christine Poole

They do treatment and transportation of water.  Only 1% of water in the world is drinkable.  They are building out water infrastructure in emerging markets and in North America the water infrastructure is very old.  (Analysts’ target: $55.00)

Price:
$53.960
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
Yes
2017-06-15 TOP PICK BMO-US-Put-Write-ETF.
ZPW-T
Richard Croft

This is a strategy where you are writing Put options against US securities. You are going to be penalized on collecting US dividends as it will be taxed as ordinary income. However, if you write a Put on the US stock, the dividend is implied in the Put. It is going to trigger to the US exchange fund as a capital gain. Has about a 7.2% yield.

Price:
$19.035
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
Yes
2017-06-14 TOP PICK Apple
AAPL-Q
John O'Connell, CFA

About to go through a huge, huge upgrade cycle. Trading at about 16X forward earnings, which he feels is too low. They continue to be very innovative. The company’s strength is also its weakness. Its biggest weakness right now is Siri and the artificial intelligence. It’s very advanced artificial intelligence, but its ability to learn through machine learning is being retarded by having a closed ecosystem. Dividend yield of 1.7%. (Analysts’ price target is $161.50.)

Price:
$145.160
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-14 TOP PICK Altagas-Ltd
ALA-T
Bill Harris, CFA

Planning a big US acquisition and will take on a lot of debt. The market seems worried that they can’t beat the index by owning this over the next 18 months. It looks like they should be able to do the acquisition. The dividend yield is 6.9%, which he gets up front. If he is trying to beat an index, this is not good, but if he is just trying to make money, this is fantastic. (Analysts’ price target is $35.)

Price:
$30.050
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-06-14 TOP PICK Altagas-Ltd
ALA-T
John O'Connell, CFA

Subscription Receipt. This is a regulated utility. They made a big acquisition in the US. They issued these subscription receipts which pays a 7% dividend. If the deal falls apart, you get your money back. If the deal doesn’t close in a year, you get $31 plus your 7% dividend yield.

Price:
$30.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-14 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Bill Harris, CFA

As energy pulled off, he added to this in the last 48 hours. In a perfect world, he would have waited until it was in the low $30s. Likes the acquisition they’ve done. With the positive energy outlook, he thinks it will throw off fantastic amounts of money in a couple of year’s time. In this bad market, this is one he would add to. Dividend yield of 2.8%. (Analysts’ price target is $52.50.)

Price:
$37.360
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-06-14 TOP PICK Goldman-Sachs
GS-N
John O'Connell, CFA

This had a bad quarter and the stock fell 5%-6%. If anybody can make money in the financial world, these guys do it all the time. Balance sheet is twice as strong as it was at the time of the financial crisis. This is a bank that has the least exposure and problems with narrowing credit spreads. It has the best return on equity and the best growth opportunities. Trading at 11X earnings and has good growth prospects. Dividend yield of 1.3%. (Analysts’ price target is $250.00.)

Price:
$226.510
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-14 TOP PICK Roxgold-Inc
ROXG-T
Bill Harris, CFA

It is operating its mines. It has really come off. Thinks that this is really a great, long term entry point for it. They might also change their strategy and build this into a company, and that is what he is waiting on. (Analysts’ price target is $2.)

Price:
$1.130
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-06-13 TOP PICK American-International-Group
AIG-N
Barry Schwartz

Has a new CEO, a long-time industry veteran. The company is still having a tough time coming out of the financial crisis. Its focus in recent years has been cost cutting, working down debt, buying back stock, but it really hasn’t had much profitable growth. The new CEO is focused on profitable growth. This stock is so cheap, trading at .8X BV, where most of them are trading at 1.4X BV. There is no reason it can’t get it to that level. It is going to take time and could get ugly and messy, but he is willing to commit 3-5 years. If it happens, it will be a $100+ stock. Dividend yield of 2%. (Analysts’ price target is $70.50.)

Price:
$64.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-13 TOP PICK Walt-Disney
DIS-N
Barry Schwartz

This has the best CEO, who is locked up until 2018. The parks business is doing an amazing. Every year they raise ticket prices. They’ve improved margins. Just opened Avatar World. In 2019, they are launching the Star Wars Parks in both California and Florida. They have the best slate of movies, that they can merchandise with toys and video games. ESPN still generates billions in earnings. Thinks the stock is worth $135 today. Dividend yield of 1.4%. (Analysts’ price target is $124.)

Price:
$106.560
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-13 TOP PICK McDonalds
MCD-N
Cameron Hurst

What is neat about this story is that it is more defensive, but they are going through a technological change function right now, including moving into delivery. Valuation is a little rich, but well justified by the fundamental trends. Dividend yield of 2.5%. (Analysts’ price target is $155.)

Price:
$149.820
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-06-13 TOP PICK Rogers-Communcations--B-
RCI.B-T
Barry Schwartz

A new CEO with a terrific track record. Telus (T-T) is the breeding ground for smart capital allocation. This company has flatlined for years and has been a revolving door for CEOs. If it all works out, he thinks there will be a better cost cuts coming. There has been an improving focus on customer service. Feels the debt is now under control. He is pretty certain there is going to be a dividend increase in 2018. Dividend yield of 3%. (Analysts’ price target is $63.)

Price:
$62.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-13 TOP PICK Raytheon
RTN-N
Cameron Hurst

A defence stock which supplies a lot of missiles. They have the missile missile/defence cyber. Another thing he likes is that they are a subcontractor in a number of different industry segments, but not a dominant provider for any one project for the US government. Dividend yield of 1.9%. (Analysts’ price target is $173.)

Price:
$161.380
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-06-13 TOP PICK UnitedHealth-Group-Inc
UNH-N
Cameron Hurst

He likes its scale. It is the leader in every single group that it does business in. It has the widest geographic dispersion for its businesses. It is driving costs down for the government spend, which they badly need. Dividend yield of 1.6%. (Analysts’ price target is $194.)

Price:
$181.050
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
Showing 1 to 60 of 24,036 entries
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