Stockchase Recent Top Picks RSS Recent Top Picks by Experts http://stockchase.com en CGI Group (A) <p>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.<em> (Analysts&rsquo; price target is $74.)</em></p> http://stockchase.com/opinions/view/176833 Fri, 20 Oct 2017 00:00:00 -0400 http://stockchase.com/opinions/view/176833 Transcontinental Inc. (A) <p>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 &ldquo;the last man standing&rdquo;. 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&rsquo;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%. <em>(Analysts&rsquo; price target is $26.75.)</em></p> http://stockchase.com/opinions/view/176832 Fri, 20 Oct 2017 00:00:00 -0400 http://stockchase.com/opinions/view/176832 Sleep Country Canada Holdings <p>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. <em>(Analysts&rsquo; price target is $44.)</em></p> http://stockchase.com/opinions/view/176831 Fri, 20 Oct 2017 00:00:00 -0400 http://stockchase.com/opinions/view/176831 BB&T Corp. <p><span style="font-family: 'Times New Roman',serif; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">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. </span>Very retail. If we get the Fed going again in December, and 1 or 2 times next year, they&rsquo;ll have decent earnings growth, and there are still lots of targets of smaller regional banks for them to buy. <em>(Analysts&rsquo; price target is $49.)</em></p> http://stockchase.com/opinions/view/176808 Fri, 20 Oct 2017 00:00:00 -0400 http://stockchase.com/opinions/view/176808 Walt Disney <p>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. &ldquo;Live sports&rdquo; 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%. <em>(Analysts&rsquo; price target is $113.50.)</em></p> http://stockchase.com/opinions/view/176807 Fri, 20 Oct 2017 00:00:00 -0400 http://stockchase.com/opinions/view/176807 TransCanada Corp <p>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. <em>(Analysts&rsquo; price target is $72.)</em></p> http://stockchase.com/opinions/view/176805 Fri, 20 Oct 2017 00:00:00 -0400 http://stockchase.com/opinions/view/176805