Stockchase Recent Top Picks RSS Recent Top Picks by Experts http://stockchase.com/ en Chesswood Group <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;">A small-ticket equipment leasing business, and they also provide lending solutions. Mostly operates in the US. The small business confidence in the US is at an all-time high, and as a result, they have seen a very strong pipeline. Has a good organic growth profile. A very solid and capable management team that understands the credit cycles. Thinks this is a prime take-out candidate because it would be hugely liquid for a financial services institution. Dividend yield of 6.8% is sustainable and there is room for further dividend increases.</span></p> http://stockchase.com/opinions/view/169084 Fri, 24 Feb 2017 00:00:00 -0500 http://stockchase.com/opinions/view/169084 Pacific Insight Electronics <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 provides interior lighting solutions for vehicles. People want these things in their vehicles, so the demand for this type of product has really increased nicely over the last several years. They have seen a very strong pipeline for their product. A very profitable company. Just started working with Tesla a couple of quarters ago and are now working on their model 3. They are best in class in terms of the product they provide. A prime take-out candidate, as they keep continuing delivering and given the levels they are trading at.</span></p> http://stockchase.com/opinions/view/169083 Fri, 24 Feb 2017 00:00:00 -0500 http://stockchase.com/opinions/view/169083 Exco Technologies <p>A well-run company and the ROE is high. They have been expanding margin profile. Normal course issue is going to support the stock price and they are going to see positive allocation of capital. Dividend yield of 2.84%. <em>(Analysts&rsquo; price target is $14.08.)</em></p> http://stockchase.com/opinions/view/169082 Fri, 24 Feb 2017 00:00:00 -0500 http://stockchase.com/opinions/view/169082 Manulife Financial <p>Life insurance companies are a classic way to play rising interest rates. This one is well-managed, and he particularly likes the fact that they have got the strong Asian market. He has a price target of $27 over the next year. Reasonable dividend yield of 3.41%. <em>(Analysts&rsquo; price target is $27.67.)</em></p> http://stockchase.com/opinions/view/169057 Fri, 24 Feb 2017 00:00:00 -0500 http://stockchase.com/opinions/view/169057 Corus Entertainment (B) <p>They have to get some good synergies of their Shaw acquisition, and in terms of subscriber, they have to keep it up. In 2018, the CanWest payment of $5 million a year disappears. The payout ratio is starting to come back down. Dividend yield of 8.94%, which he thinks is secure, but he wouldn&rsquo;t mind if they cut it to conserve cash and reinvest it in the business. <em>(Analysts&rsquo; price target is $13.23.)</em></p> http://stockchase.com/opinions/view/169056 Fri, 24 Feb 2017 00:00:00 -0500 http://stockchase.com/opinions/view/169056 Bank of Montreal <p>This bank has been making some very strategic moves in terms of getting costs down. In terms of their US exposure, Harris is doing a lot better. They continue to make tuck in acquisitions. Increasing rates will be good for net interest margins. Dividend yield of 3.5%, and has had an excellent track record of dividend growth over the past decade. <em>(Analysts&rsquo; price target is $101.20.)</em></p> http://stockchase.com/opinions/view/169055 Fri, 24 Feb 2017 00:00:00 -0500 http://stockchase.com/opinions/view/169055