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
2017-08-18 TOP PICK Arc-Resources-Ltd
ARX-T
Norman Levine

Oil and gas company, mostly natural gas, mostly in BC.  A lot of that is explaining why it is acting as it is in the short term.  It has a secure dividend.  The problem is that it is in BC. He likes natural gas.  Buy things when they are beaten up.  They don’t yet pay a dividend and he does not see one until at least 2020.  They will benefit from rising interest rates.  (Analysts' target: $69.50).

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-08-18 TOP PICK Brighthouse-Financial-Inc.
BHF-Q
Norman Levine

It is a brand new company.  It is the retail division of Met Life.  It is the retail division of Met Life, who will continue with institutional life insurance.  BHF-Q is doing variable rate annuities and personal insurance.  The stock went down because some sold off the stock they received from the split up because they did not want to be bothered with it.  (Analysts’ target: $69.50).

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-08-18 TOP PICK Pentair-PLC--Ireland-
PNR-N
Norman Levine

They are in two main businesses: Electrical and Water solutions.  They are going to split the company in two in 2018.  They have raised their dividend for 40 straight years.  (Analysts' target: $67.00).

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-08-17 TOP PICK Cardinal-Energy-Ltd
CJ-T
Bruce Campbell (1)

It is an oversold E&P.  They did a financing that got messed up and then repriced.  The circumstances really floored the stock price.  It has almost a 10% yield, but it is not a red flag.  The issue was at $5.75.  Fundamentals will drive it higher.  (Analysts’ target: $6.75).

Price:
$4.080
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-08-17 TOP PICK Dycom-Industries
DY-N
Gordon Reid

This company is going to do very well over time. Management thinks they can create a runway of 15% growth year-over-year in earnings before interest and taxes. The stock price doesn’t reflect that. We are going to have a wire line plant in the US. It has to happen. Management explains this as a decade long project. (Analysts’ price target is $115.)

Price:
$80.540
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-08-17 TOP PICK Enbridge
ENB-T
Bruce Campbell (1)

It traded at a 5 year high yesterday.  They are raising the dividend 12% through 2020.  Yield and growth.  It has pulled back to a nice entry point.  (Analysts’ target: $62.00).

Price:
$49.610
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-08-17 TOP PICK Honeywell-International
HON-N
Gordon Reid

A premier industrial. Great management and a strong balance sheet. They have about 38%-40% in aerospace. They provide products for the home, as well as to industrial operations. Dividend yield of 1.9%. (Analysts’ price target is $146.)

Price:
$135.850
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-08-17 TOP PICK Morgan-Stanley
MS-N
Gordon Reid

This has sort of reinvented itself over the last couple of decades. It was primarily an institutional house, a fixed income house. Today, 44% of its business is on wealth management platform. Coming off the financial crisis, they bought Smith Barney from City. Putting those together and growing them, they are now a real force in the US in terms of wealth management. Expects earnings to grow 21% this year and 15% next year. Trading at about 1.2X Book, but well worth it. Dividend yield of 2.1%. (Analysts’ price target is $49.50.)

Price:
$45.090
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-08-17 TOP PICK Toronto-Dominion
TD-T
Bruce Campbell (1)

It is safer because of the US exposure.  They have not acted like a 50% American bank.  They probably will raise the dividend in the next quarter.  (Analysts’ Target: $70.00).

Price:
$63.730
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-08-16 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
Christine Poole

An alternative asset manager with over $250 billion under management. They invest for their shareholders and clients into 4 general areas. Property, renewables, infrastructure and private equities. In those sectors, they are looking for real assets that have a long life that are able to generate a stable stream of cash flow. A very good track record of making money for shareholders and their clients. Globally diversified, so a good opportunity for Canadian investors to get a position in a company that has the relationships and resources to bid on large infrastructure projects. She likes that senior management owns a very high percentage of stock. Dividend yield of 1.4%. (Analysts’ price target is $45.)

Price:
$49.390
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-16 TOP PICK ETrade-Financial-Corp.
ETFC-Q
David Burrows

He wants to benefit from both a long-term bull market in equities and rates going slowly higher over the next number of years. This is one of the first discount brokers. It has a very strong brand in the US. Because the US investor is becoming re-engaged, their growth rate has really picked up over the last year. They’ve grown their brokerage account by 5.7% and trading revenues are up 27% so far this year. They have $50 billion in daily deposits, and as rates go higher, make a higher and higher profit margin on that. This is a consolidating industry, and this company could be a target. (Analysts’ price target is $45.)

Price:
$40.420
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-16 TOP PICK Fortive-Corp
FTV-N
David Burrows

A $22 billion industrial company. Their products are in 3 basic spaces; 1) software and hardware for industrial sensors 2) telematic hardware and software for transportation tracking and 3) tools and components for automation of manufacturing. All pretty attractive if we think there could be spending on automation. Dividend yield of 0.42%. (Analysts’ price target is $67.50.)

Price:
$66.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-16 TOP PICK Home-Depot
HD-N
Christine Poole

She likes home improvement. It is really about US housing, recovery, turnover, the age of the housing stock. All those factors benefit this company. As employment improves and consumer confidence improves, people will spend more on their home. Two thirds of the housing stock in the US is over 30 years old, and about half is actually over 40 years old. They just reported and had good numbers. Dividend yield of 2.3%. (Analysts’ price target is $175.)

Price:
$152.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-16 TOP PICK Rio-Tinto
RIO-N
David Burrows

Recently, over the last few weeks, the US Economic Surprise data has started to improve. There have been lots of great economic reports from around the world over the last few weeks. Japan is growing at over 4% for the 1st time in 20 years. He wants to have exposure to that. Basic materials area is an area that has been in favour since 2011. This company is one of the biggest producers of copper, iron ore, met coal and other commodities around the world. They do not hedge their production, so if prices go up, they benefit. Really prudently managed. Almost no debt. Dividend yield of 6.3%. (Analysts’ price target is $52.66.)

Price:
$45.240
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-16 TOP PICK Royal-Bank
RY-T
Christine Poole

She likes the banking group as a whole. They really haven’t done much this year. The Canadian economy is improving and rates are slowly rising, which is good for net interest margins. Feels the housing market is moderating and softening, but doesn’t see it collapsing. The bank also has exposure to the US through its acquisition of City National with good opportunities for growth. With a rising rate environment, we should see expanding margins. Dividend yield of 3.7%. (Analysts’ price target is $102.)

Price:
$92.960
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-15 TOP PICK CASH
CASH
Kash Pashootan

It is reckless to not have some cash on the side. We know that in the summer and fall we have some kind of correction, and it is a good time to have some cash on the sidelines, ready to strike when the time is right.

Price:
$0.010
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-08-15 TOP PICK Kinaxis-Inc
KXS-T
Michael Smedley

A giant in software. A highly specialized company dealing very, very big in Fortune 500s, etc. You get a tiny piece in the 2nd half of the year on margins and a suspended disputed major client in the far east. (Analysts’ price target is $85.)

Price:
$68.190
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-15 TOP PICK Telus-Corp
T-T
Kash Pashootan

They are among the most concentrated in wireless, an area he continues to believe will grow. There is a lot of capital going into making sure we do more and more on smart phones in the future. They’ve done a great job investing and expanding their 4G networks by about $2.2 billion. Recently rolled out Telus TV, a good way to cross sell another service to existing clients. Dividend yield of 4.3%. (Analysts’ price target is $48.50.)

Price:
$45.270
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-08-15 TOP PICK Transcontinental-Inc.--A-
TCL.A-T
Kash Pashootan

This checks all the boxes. It is cheap on a P/E, has a great yield, gets the Canadian tax credit on the yield, and have done a great job in transitioning from being a media company, to focusing on print and packaging. In the last few years, it has really focused on acquiring key acquisitions in printing and packaging. Dividend yield of 3.2%. (Analysts’ price target is $25.)

Price:
$24.920
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-08-15 TOP PICK Spin-Master-Corp
TOY-T
Michael Smedley

It is doing well. Will it do as well in the 2nd half? He thinks it marches on. (Analysts’ price target is $52.)

Price:
$46.300
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-15 TOP PICK The-Stars-Group-Inc
TSGI-T
Michael Smedley

This went through lots of turmoil at the major shareholder level, and they renamed it because of Poker Stars. Has hugely powerful cash flows and paid down its huge debt. Under new management. Thinks it might acquire Social Gaming. (Analysts’ price target is $31.)

Price:
$23.790
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-08-14 TOP PICK Keyance
6861-JP
David Fingold

This is in machine vision, and there are only 3 companies playing at this level globally. Has been growing like crazy in all aspects of logistics and manufacturing, basically because human eyes are deficient and we can’t see tiny details. A fantastic balance sheet. Dividend yield of 0.1%. (Analysts’ price target is ¥56,500.)

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-14 TOP PICK Aegon-N.V.
AEG-N
Benj Gallander

It used to be a $50 stock.  They had been selling off assets to comply with the new Euro regulations.  They bottom line is good and they have tremendous upside.  He thinks at the end of the day they will do well.  They got bailed out by the Dutch government.  If they get in trouble again maybe the Dutch government will step in again.  They seem to be on the right path.  (Analysts’ target: $5.60).

Price:
$5.870
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-08-14 TOP PICK Elbit-Systems
ESLT-IT
David Fingold

Israel’s largest publicly traded defence contractor. It is divided into 3 segments. One third is being the largest drone producer globally with the broadest product line. The average drone is military and about 7 years old, and thinks they are going to get replaced. A second third is traditional defence electronics such as fire control systems. The final third is their cyber division which includes both offensive and defensive cyber which national security agents may need to deal with terrorist threats. Dividend yield of 1.3%. (Analysts’ price target is ILS 337.00.)

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-14 TOP PICK GMP-Capital-Trust-Inc
GMP-T
Benj Gallander

This field has been decimated.  They took over First Energy.  The recent quarterly results look awful because they wrote off a lot after the merger, which is normal in a merger or takeover.  They are dealing with a lot of law suits, however. 

Price:
$2.290
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-08-14 TOP PICK Keysight-Technologies-Inc.
KEYS-N
David Fingold

A great play on the 5G wireless cycle as well as the testing of defence electronics. They also have a business where they can’t tell anybody what they do. (Analysts’ price target is $48.)

Price:
$41.780
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-14 TOP PICK Quarterhill-Inc
QTRH-T
Benj Gallander

Used to be WIN-T.  They are looking at being a holding company for the Internet of Things.  Their recent quarterly earnings were good – they made money.  They have a good balance sheet and pay a dividend.  (Analysts’ target: $2.50).

Price:
$1.700
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-08-11 TOP PICK CK-Infrastructure-Holdings
1038 - HK
Darren Sissons

This is effectively run by Li Ka-shing, the richest man in Hong Kong. He owns regulated and non-regulated assets through this vehicle. They’ve grown the dividend for the last 15 years. Just made a European smart metering acquisition, so there will be more growth. Dividend yield of 3.2%. (Analysts’ price target is HK$77.35.)

Price:
$0.000
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-08-11 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Darren Sissons

With the overlay of clients that need yield and to get a yield that is growing in a rising interest rate environment, this is one of the few utilities that has the ability to grow its dividend, and has a fairly safe growth path. Dividend yield of 4.4%. (Analysts’ price target is $15.)

Price:
$13.310
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-08-11 TOP PICK Bank-of-Nova-Scotia
BNS-T
David Cockfield

Everybody should own one of the Canadian banks. There is some volatility, but this has the offshore Hispanic exposure in Central and South America, areas that are doing quite well economically. Dividend yield of 3.9%. (Analysts’ price target is $86.)

Price:
$76.650
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUS
Owned:
Yes
2017-08-11 TOP PICK General-Electric
GE-N
Darren Sissons

After the global financial crisis, they went through a process of selling off their assets. When you start divesting assets, it generates a lot of cash flow, and that attracts a lot of interest. Investors flocked to the company and did very well. For the last little while, they had some problems with 2 of the industrial businesses. One was the power business and energy is not doing very well. However, the aviation business is fairly solid and the healthcare business has also done well. If we believe that we are going to get a recovery in the energy sector, and the increasing demand for electricity and power is going to continue, those businesses will right themselves. Dividend yield of 3.7%. (Analysts’ price target is $30.)

Price:
$25.200
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-08-11 TOP PICK Shopify-Inc.
SHOP-T
David Cockfield

Quarterly results came out and the stock has been going sideways. Had an 86% increase in 2nd quarter revenues. Still not earning any money, but they seem to have a big opportunity in the market. There is lots of room in the market they are operating in, to expand their services. If you want something that is risky, but has lots of potential upside, this is a stock for you. (Analysts’ price target is $151.)

Price:
$116.390
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUS
Owned:
Yes
2017-08-11 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
David Cockfield

Thinks this is a sleeper. It sort of got through its bribery problems. The kind of stock that should do well in a growth environment. There was a lot of hope that the US Trump expansion was going to get into place. It hasn’t, but there is probably still good opportunity in the future. Dividend yield of 2%. (Analysts’ price target is $68.)

Price:
$52.770
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUS
Owned:
Yes
2017-08-10 TOP PICK Bristol-Myers-Squibb
BMY-N
Robert Lauzon

It represents tremendous value for patient investors.  Over 3-4 years there is tremendous value in the pipeline of drugs.  They have the best franchise.  There are activists involved.  It could be an M&A target.  (Analysts’ target: $58.00).

Price:
$56.590
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-08-10 TOP PICK Blackstone-Group-LP
BX-N
Robert Lauzon

They are launching infrastructure and real estate funds.  They have done a great job of gathering assets.  They have also had the ability of disposing of assets they bought previously through IPOs.  They are able to pay out a lot of their cash as a high level of distribution.  (Analysts’ target: $38.00).

Price:
$32.300
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-08-10 TOP PICK Cardinal-Energy-Ltd
CJ-T
Robert Lauzon

They did an acquisition, which was the right thing for them to do.  They needed to get more light oil.  They got bigger, lighter and got more drilling locations.  Energy is out of favour.  The underwriters judged the market incorrectly.  Given how much the stock has pulled back, he sees tremendous value here.  It has a 10% dividend.  If oil gets above $50 you have a lot of torque and there has been a lot of insider buying in the last few days.  (Analysts’ target: $7.00).

Price:
$3.910
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-08-10 TOP PICK Keysight-Technologies-Inc.
KEYS-N
Jennifer Radman

They do software and hardware tests on electronic components, to make sure they actually work. You can’t design anything without what they do. 50% of their revenue is in some kind of recurring nature. There are some big secular trends that are positive such as 5G deployment and Smart Cars which need electronics. (Analysts’ price target is $48.)

Price:
$41.250
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-08-10 TOP PICK Sunopta-Inc.
SOY-T
Jennifer Radman

This has great assets globally. The biggest sourcing platform for organic foods. It is really hard to get an organic designation. It takes 3 years for a farm to convert. They spent a lot of time putting together assets and it hasn’t been managed well. The company did a strategic review, brought in an investor and a new CEO, who essentially cleared out the dark spot in his own team. A very hungry and very competent guy. We are at the very early stages of this turnaround plan.

Price:
$11.020
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-08-10 TOP PICK TFI-International-Inc
TFII-T
Jennifer Radman

The CEO is an accountant, and likes cash flow, and is a capital allocator. The US truckload market has been under pressure for the last couple of years, and he went into that market, made a big acquisition and found some stuff that wasn’t so good. The company was under-investing in equipment which increases costs. Also, had some bad contracts which increased costs. Sees some good signs that the US truckload market is stabilizing. The CEO has been buying back a lot of stock, and that is going to be good over the next few years. Dividend yield of 2.5%. (Analysts’ price target is $34.)

Price:
$29.220
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-08-09 TOP PICK Bank-of-America
BAC-N
Paul Harris, CFA

A much better bank than it was in 2008. It has lots of capital. They could increase their dividend and buy back shares. A better company and they don’t have the liabilities of being sued, etc. Trading at 1X Book. Dividend yield of 1.93%. (Analysts’ price target is $27.)

Price:
$24.740
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-09 TOP PICK ETrade-Financial-Corp.
ETFC-Q
Cameron Hurst

This just put in a share buyback, close to 10% of the market cap, and needs to be completed before February 2018. There is tax reform and this is a 38% high tax bracket payer, and for the go forward earnings, this is a good thing.

Price:
$41.150
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2017-08-09 TOP PICK iShares-MSCI-India-ETF-
INDA-US
Cameron Hurst

India is a 6%-7% GDP grower with a long runway. On infrastructure, they have major plans in place. It recently had a hiccup when they brought in the demonetization in 2016. Basically, everybody now has to have a metric identification card. It pulled all the money out of the banking and cash market, and into the banking system. Since 2014, they’ve had $10 billion in bank deposits, which has legitimized a significant portion of the economy, and kind of got it on track. Now they are putting GST in place. Everything is chugging along to upscale this economy.

Price:
$0.000
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2017-08-09 TOP PICK Loblaw-Companies-Ltd
L-T
Paul Harris, CFA

The largest grocery chain in Canada and also owns Shoppers Drug Stores, which is working out incredibly well for them. They’ve put a lot of capital expenditure into the IT business, meaning you can order a lot of stuff online. There has been a lot of deflation on the grocery side, and the IT business will help offset that. Dividend yield of 1.5%. (Analysts’ price target is $80.)

Price:
$68.020
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-09 TOP PICK Roxgold-Inc
ROXG-T
Paul Harris, CFA

A gold company in Burkina Faso in West Africa. Has $60 million in cash and an 8-year mine life. Feels they have a really great asset, and with some further exploration, it will be bigger. The stock has the opportunity to go from about $400 million in market cap to about $600 million. Because of the asset, there is an opportunity that it could get taken out in the next little while. (Analysts’ price target is $2.25.)

Price:
$1.100
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-09 TOP PICK Raytheon
RTN-N
Cameron Hurst

Defence. Over the last couple of months he has taken his broader-based industrial exposure and honed it down into aerospace and defence. This is a name he would highlight as a top pick in that. He likes this primarily because it is missiles, self defence and cyber, not exposed to any one particular government contract. (Analysts’ price target is $187.)

Price:
$179.300
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2017-08-08 TOP PICK Cineplex-Inc
CGX-T
Lyle Stein

There has been a very interesting change in their business model. We saw the negative consequences last week when they put their earnings out. They continue to grow revenue per client, which is a wonderful metric that works over time. There is an interesting morphing of their business model which he likes. This is a monopoly. A good time to pick this up. Dividend yield of 3.8%. (Analysts’ price target is $50.)

Price:
$43.100
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-08 TOP PICK Open-Text
OTEX-T
Lyle Stein

The stock has fallen. They made some acquisitions, and feels the market is concerned that the steady progression of cash might not quite be as steady as they go through the digestion of these acquisitions. He likes that they can grow and that it trades at a multiple of earnings, not a multiple of cash flow, revenues, etc. Likes the stability and the growth by acquisition. Dividend yield of 1.5%. (Analysts’ price target is $40.)

Price:
$41.550
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-08 TOP PICK J.-M.-Smuckers-Co.
SJM-N
Lyle Stein

This is another of those boring US consumer product names. We now have an $.80 dollar that is good for purchasing US stocks. Good discipline with their balance sheet. A quality company. Dividend yield of 2.5%. (Analysts’ price target is $131.)

Price:
$121.790
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-08 TOP PICK Vanguard-FTSE-Cda-All-Cap-ETF
VCN-T
John Hood

Top Picks tonight are Canadian, because there is so much redundancy in the business. Everybody is 30%-40% financials, 15%-20% energy, 15%-20% materials. Tonight, he has picked some alternatives.He normally doesn’t like All Cap, but if somebody wants to buy a really low-cost ETF that includes everything, as a core holding, this is one to buy.

Price:
$30.850
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
No
2017-08-08 TOP PICK iShares-S-and-P-TSX-Information-Technology-Capped
XIT-T
John Hood

Top Picks tonight are Canadian, because there is so much redundancy in the business. Everybody is 30%-40% financials, 15%-20% energy, 15%-20% materials. Tonight, he has picked some alternatives. The only problem with this is that 50% of it is concentrated in 3 stocks. There is added risk to this because of that concentration.

Price:
$14.910
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
No
2017-08-08 TOP PICK iUnits-S-and-P-TSX-Completion-Index-Fund
XMD-T
John Hood

Top Picks tonight are Canadian, because there is so much redundancy in the business. Everybody is 30%-40% financials, 15%-20% energy, 15%-20% materials. Tonight, he has picked some alternatives.The asset allocation is pretty much the same as the large cap ones with all the banks, but they are the smaller companies. At least you are getting small and mid-caps separate from all these mega caps.

Price:
$24.410
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
No
2017-08-04 TOP PICK Apple
AAPL-Q
Brian Acker, CA

Thinks this is going to spend its time at this price until the new iPhone comes out. He thinks this goes to $212. Dividend yield of 1.6%. (Analysts price target is $175.)

Price:
$156.390
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2017-08-04 TOP PICK CitiGroup
C-N
Brian Acker, CA

He is positive on the "too big to fail banks". They’ve repealed Dodd Franks. There has already been an expansion in their balance sheet in the last quarter. Dividend yield of 1.9%, which is expected to climb. (Analysts price target is $73.)

Price:
$68.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2017-08-04 TOP PICK CASH
CASH
Don Vialoux

Other than fertilizer stocks and gold stocks, be very, very careful.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-08-04 TOP PICK Intel
INTC-Q
Brian Acker, CA

He has a model price of $57.88 representing an upside of 60%. Dividend yield of 3%. (Analysts price target is $40.)

Price:
$36.300
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2017-08-04 TOP PICK Global-X-Fertilizers-ETF
SOIL-N
Don Vialoux

We have seen this sector not only outperform the market but established an upward trend in the last few weeks. It is getting very close to a very important resistance level. Technically it looks very interesting. On a seasonal basis, fertilizer stocks are very strong between now and the middle to the end of September. Technicals are starting to come together.

Price:
$9.710
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2017-08-04 TOP PICK iShares-S-and-P-TSX-Global-Gold
XGD-T
Don Vialoux

Gold and gold stocks have seasonality from about the 3rd week in July until the end of September. Gold bullion has already come up quite nicely in the last couple of weeks. If this clears the $1300 level, look for fireworks on gold and gold stocks going forward. This ETF has been forming a nice little base pattern just as it enters the period of seasonal strength.

Price:
$12.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-08-03 TOP PICK Alibaba-Group-Holding
BABA-N
John Stephenson

This has put out some really outstanding numbers lately. Core earnings have grown by 46% year-over-year, and where else are you going to get growth like that. Right now it is a Chinese story and a Chinese play, but they are doing outreach to North American retailers in order to sell their wares in to China. (Analysts’ price target is $170.)

Price:
$153.320
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-08-03 TOP PICK Baytex-Energy-Corp
BTE-T
Paul Gardner, CFA

Unsecured debenture 6.625% Due 2022 They were in distress when oil fell apart.  They are heavy oil producers and a fracking play in the US.  They had too much debt.  More US refiners are requesting heavy oil now.  The risk reward is in his favour.  The bond is trading at a discount.

Price:
$3.480
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
CAUTIOUS
Owned:
Yes
2017-08-03 TOP PICK Facebook
FB-Q
John Stephenson

They are destroying the competition, because they are so big. Have 2 billion users and are really everywhere. The data they collect is incredibly valuable. Leveraging video content and advertising is the next step. Trading at 24X earnings, which is great considering that it is growing at 40% a year. (Analysts’ price target is $190.)

Price:
$168.590
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 60 of 24,257 entries
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