26 Stock Top Picks and 3 ETF (Dec 7-13)

This typically does really well from April to July, but once you get into July, it tends to move lower. We are now past the period of seasonal strength. Stay away from this for now. There are other opportunities.

They recently completed their IPO. It struggle a bit out of the gate and has treaded water ever since. It is a fashion brand that has been out for long time. He does not see the growth here. There are a lot of better places to be in retail. Where is the expansion going to…

These are pawnshops in Mexico and the US. They are more correlated to the price of gold then the GLD ETF has been. They just merged with Cash America and are expanding throughout Mexico, Latin and south America. A lot of upside in terms of geographic growth. Because of the free cash flow, they have…

It is the only bank in North America with a unionized work force (37% of it). They are trying to come to an agreement so they can have more online services to customers. The other banks that are non-unionized have more flexibility. The valuation is cheap but so is CM-T. You could own LB-T but…

Still a fine name. If the Canadian real estate market is getting an all-clear, that makes it better. They have been getting into the US and that is paying off for them. Balance sheet is fine. Dividend is high and it is cheap. Nothing wrong with this name. Still not his favorite of the banks…

It hit a nice bottom recently around $68. It has nice upside potential and a decent dividend. Management quality is great and leads the way in customer satisfaction. They seem to be able to avoid tough issues.

(A Top Pick Feb 13/18, Down 6%) The US bank sector took a hit in December and it has not quite recovered entirely yet. This is her play on the US economy and they have the largest holding of US investor holdings. They increased the dividend by 40% last year and the yield exceeds 3%.…

Price to book ratio play. Classically you buy it below book and sell it at 1.5-1.8X. Currently 0.86X price to book looks really tempting. They are not as susceptible to net interest margin, to the credit, to a number of factors that are going to hit banks. Much more focused business line, great wealth management,…

A little British company that does protection services. It does CO2 emissions testing, fire alarms, smoke detectors, etc. Their future is really protection and safety, which is a big theme moving forward, because of government regulations, and the need to offset litigation. This is mostly with new builds, non-discretionary income. From a free cash flow…

All the planes before 9/11 were built on $30 oil. They buy planes and lease them around the world.

(A Top Pick February 17, 2017. Up 52.65%). This is a pure play on water, which she sees as a scarce resource. It treats and transports water. 70% of the world is water, but only 1% is drinkable. 21% of revenues is in emerging markets, which is a high-growth area for clean water. In the…

This has done a phenomenal job of integrating and consolidating their hand tool business. Most of their tools are made in the US, which is going to be loved by Donald Trump. About 55% of sales are made in the US. There are 3 major divisions, hand tools, power tools and security systems. A very…

His concern is that the COO (Chief Operating Officer) left at the same time there was a news release that they had reduced the capital. His worry is that the COO left because he didn’t want to own the capital estimate.

It is in a very competitive market. Recent results suggest the move to streaming is weighing on Shaw. There is increasing competition in the wireless space. It is too early to tell how they will do here. It is an oligopolistic industry so there are some limits to how high rates can go from here.…

She likes it. Dividend is under 6% and it will continue to grow. They bought Spectra to expand their presence to America and into natural gas, but they took on debt. So they issued various equity and sold non-core assets and streamlined their corporate structure. Their line 3 was approved last year, but has since…

There were some short term indicators for selling that came on, so he is looking for a pause here. There is no resistance until $44.

They missed on their conventional pipelines. Exposed to frack spreads. They don´t model any growth here and the payout ratio is creeping out to 81%. The dividend is nice and stable. Not going to do the heavy lifting from here in your portfolio.

A smaller pipeline without cross-provincial problems. It's strictly Alberta, so relatively unharmed by politics. Well-run and has held up very well in this correction. A good stock with a growing dividend. No problems.

They've had a great run and are the poster child of the U.S. health insurance space. They continue to put up 15% bottom-line growth. (Analysts’ price target is $304.74)

This is combined entity of Patient Home Monitoring and Biomed. They develop monitor services for the home. They have cleaned up their accounts receivables and it trades at less than 6 times earnings compared to competitors at 13 times. Yield 0% (Analysts’ price target is $0.50)

These guys are focused on extraction in the cannibas space. Over 50% of the US business in this space is focused on extraction and the thinks Canada is headed in this direction. They have signed a number of supply agreements and thinks the stock trades cheap. They have a partnership that produces water-soluable technology which…

Just came out with 3 new products. We'll probably see oral insulin medication weekly very shortly. They've passed all FDA approvals for cardiovascular problems. Their weight loss product is about 20%, better than Eli Lilly's. This is not just a matter of penetrating US markets as they are starting to sell more and more internationally…

(A Top Pick Apr 09/18, Up 33%) Phenomenal free cash flow. Moving into security, which is a massive area. Buying back shares, and increasing dividend by 10% a year. Likes it, but not as cheap as it was. 20x earnings. Margins are staying hefty. He focuses on valuation, and makes sure not to outstay their…

He is watching for a correction. They are a company that is doing lots of good things. Their chart has the pattern you want to see and they continue to invest in the company.

Had resistance of about $15 in 04 and then in 06, the resistance was below that. It then had a break out, but the volume went lower, which is not a healthy sign. Be ready to Sell.

The recurring revenue has been growing. It has had a big basing pattern for a couple of hears. If you own any technology in Canada, this one has to be part of it.

It's the first ETF that tracks the UN's sustainable development goals. Companies here align with one or more of those goals. You get broad international, including EM, exposure. The holdings aren't perfect (i.e. P&G), but it's the first attempt at an impact investing ETF.

Tracks the broad U.S. market, basically swapping out the S&P, but it's the first ETF to be socially responsible, fossil fuel- and gun-free. Caveat: It haas few assets and limited volume. Use a limit order when buying. Maybe give this a little more time to add more assets. This is good for couch potatoes who…

1-3 year bonds. Bond prices tend to go higher from Mid-May until end of Sept. The economy tends to be stable and interest rates tend to go lower during the summer.