This week there were 24 Top Picks and 3 ETF in a wide range of industries: ETF, Financials, Technology, Healtcare, Consumer, Basic Materials, Industrials, Energy, Telecommunications and Utilities.
Here are this week’s Top Picks as selected by: David Cockfield, Fabrice Taylor, James Hodgins, Brooke Thackray, Michael Sprung, Ryan Bushell, Jaime Carrasco, Robert McWhirte, Michael Simpson and David Driscoll.
For investors who want a broad spectrum of the US markets. They are in the areas that are quite good, consumer staples, utilities, healthcare and consumer discretionary. A very safe kind of thing.
(A Top Pick Oct 31/17, 0%) This ETF is a good way to play the TSX without the higher volatility sectors such as energy and mining.
(A Top Pick Dec 15/15. Down 8.46%.) Typically, small caps start mid December and run to March. The market fell apart in the new year, and everybody ran to the big blue chips. He exited his position in mid-January. It is now starting to show some strength again relative to the market. There is only…
This is a play on TD continuing to gain market share in the US. He sees the US economy as being better than the Canadian economy, however US economy is still not going gang buster. TD has been able to win market share from the other US banks. It is still early days as far…
It's a play on underbanked territories (Latin America and parts of Asia). Boasts a 6% compound growth rate, a 14% discount to its 10-year average; 9.7x earnings. Now is a good entry point for a laggard Canadian bank. (Analysts’ price target is $79.17)
She likes this holding in their portfolio and it trades at 1 times book. A trade deal between China and the US will be positive for the market as a whole. She is not sure it will make more than a market like improvement as their business is not focused on goods going in or…
An ETF that holds Indian companies. There are 2 ways to play India. You can buy an ETF or you can go in and buy a particular stock. You may be buying things that the index doesn’t show, but that this company has access to.
This continues to execute. They have technology allowing "push to talk" over cellular networks, along with a number of different enhancements for fleets. It is still rolling out as they are still working on getting approvals with different carriers in the US. When that happens there should be a huge upgrade cycle. The movement of…
Makes a medical device called the PONS, which appears to dramatically improve the results of therapy for people with brain injuries. They are in an FDA 3rd round right now. Results will probably be out in Q3. If results are positive, the stock will multiply, if not the stock is going to get crushed.
They make medical devides (syringes, blood test equipment). After last year's acqusition, there are two cash-flow companies here which excites him. He's owned this for a decade. 1.3% dividend. 10% dividend and price growth. (Analysts’ price target is $270.50)
Interesting company and has been a good stock. Trading at about 15X earnings. Growing revenues in the single digits, which always worries him. Well diversified industrial.
Provides services and products to the fast food industry so your fortunes will rise and fall with the industry. Cut their dividend about a year ago. That took a lot of glow off the stock. Thinks the worst is over. You may have to wait a couple of years until it gets back to $10…
One of her favourite retailers. A little pricey when it comes to valuations, but they are the one retailer that really has been able to have consistent same-store sales growth. As a brick/mortar store one thing they have done really well is coming up with an advertising campaign that makes shopping an experience. It advertises…
Gold is trapped in no-man's land, unable to break $1,350/ounce for a long while. That's reflected in this stock which has a lid on it. Until this breaks out, there's no buying opportunity. Also, existing shareholders will sell off when this eventually rises. This could be sideways for a while.
A really volatile name in some ways. Compared to other chemical companies, they have been pushing really hard to get into more of the specialized product to get a higher margin and more diversification, but are still exposed to more of the commodity type parts of the market. A lot of the sales are going…
She held this company before the merger. Their Q1 was tough for all agriculture stocks due to harsh weather. But NTR maintains full-year guidance. She likes it. They are growing their retail side to the US to 30% and build their platform in Brazil and Australia. They're meeting their synergy targets and generating a lot…
He bought the IPO because it's run by people he likes. Solid people. They just did a capital raise in December. It's an early Silver Wheaton and they have been adding projects. The cash flow is already kicking in because three projects are already kicking in. Expect that flow to accelerate, plus capital appreciation.
Call centres taking advantage of AI, so it's more efficient. On a growth path. They have earnings momentum, raised dividend 46% last year, as debt's coming down and free cash is going up. Yield is 1.3%. (Analysts’ price target is $166.92)
Technical consulting and engineering services. Stock fell, and expectation is that earnings will get back to where it justifies the $100 price. In portfolios for kids and grandkids, just sit back and let it grow for decades. No dividend. (Analysts’ price target is $100.00)
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%…
One of largest pipeline companies in North America. Both US and Canadian assets. Even without Keystone, it will do well, and the dividend should go up. Good place to be in a tumultuous market. Yield is 5.1%. (Analysts’ price target is $62.93)
She owns no energy producers. Lack of pipelines in Alberta scare her off. VET is exposed outside Canada, which is positive, and the bought a Canadian nat. gas producer. They have a high exposure to Brent on international markets. It pays a 6% dividend, so you're paid to wait.
(A Top Pick Jan 25/18, Up 24%) 2.6% dividend. The best performer in this space in the past 3-5 years. He likes telecoms because they're defensive yet growth and has a long runway through phone upgrades.
Today, the chairman did a secondary offering of $750 million at $23.35/share. The stock dropped 9.5% today. Should I be worried or will this be accretive? Because the chairman is doing the offering, the company is not getting the proceeds, so this is the worst kind of seconday offering, because it's going to him--the Chairman.…
Problem is, Fortis has shot up in price, like all dividend stocks. It's been raising its dividend for 40 years. He'd rather buy Keyera or Pembina which offers more growth. But definitely hold FTS if you own it.