This week’s new 52-week highs and lows… (Jan 9-15)

They have been one of the best growth by acquisition company in Canada. It is leveraged but they have been buying $500 million every quarter. At this pace they will have lots of cash to play around with in 2-3 years. Convenience store purchases are uninterruptible. One of the better managed companies in Canada. (Chris…

They expanded into western Canada and didn't do well, though earnings projections for this year and next promise increases. They're converting some stores to Freshco, a good move. This is a growth stock in a safe industry. Wishes the dividend were higher. It's a tough industry to be in. If you're worried about Alberta, then…

Grocers got hit in the last quarter last year. There is high competition and the acquisition of Shoppers was good. However, the low yield holds him back from buying. Yield 2% (Ryan Bushell)

(A Top Pick Feb 22/18, Up 23%) He bought at the right time; NWC has since benefitted from the rise in defensive stocks. It's a multi-year secular grower, insulated from competitors. NWC bought a small regional airline and have struggled to integrate it into their supply chain, and were hit hard in the Caribbean where…

It is the best run of the grocery stores. They made an acquisition to get into delivery in the downtown core. Nice dividend yield and you can sleep at night. (Bruce Murray)

It's had an incredible run off lows. They've done a fine job of growing. Beware that short-sellers have been challening BAD. He is impressed with BAD. (James Telfser)

(A Top Pick July 3/15. Down 43.04%.) Sold his holdings at around $5.50, and lost money. Their business continues to grow, and this is one that he continues to watch. There is lots of promise here. (Bruce Campbell (2))

It is Canadian domiciled and European focused and does not attract a lot of investors from either continent.  He likes it. (Rick Rule)

Seems to be improving. The operating performance has improved. He is warming to it but there many other opportunities out there. (Rick Rule)

Has no current plans to own this. Has a high regard for management, but his suspicion is that their cost of capital is too low. He sees them having a very difficult time thriving in the next 18 months. There are much better names out there. (Rick Rule)

Precious metals will be a safe sector in the coming cycle (economic weakness). SIL has one of highest-grade silver developments in the world, and a prime takeover candidate. (James Hodgins)

It's really hard to find a silver deposit, so that's probably why they moved away from silver operations. (Brent Cook)

They operate some gravel pits in Fort McMurray and it is a hot commodity there.  They also have frac sand.  He is hesitant due to a lawsuit with one of their customers.  Wait for that to clear up. (Fabrice Taylor)

This company is in a stage now where their balancer sheet is well positioned. They have a lot of strength ahead of it. It is trading at fair value. (Joshua Varghese)

Wish he had owned this much earlier. Beautiful chart and dividend over 5%. They flattened then shares started lifting when interest rates looked less hawkish. It's been doing quite well. He just bought it after the new year. (Analysts’ price target is $10.14) (Mike S. Newton, CIM FCSI)

2020 looks promising with success in U.S> multi. (Greg Newman)

A portfolio of US properties. It also has some interesting properties around the DVP area in Toronto. The CEO is one of the few people that not only knows how to buy, but also how to sell. Thinks that at some point, he will sell the entire company if he can, or bit by bit.…

Loves it. Has long owned it. The typical Canadian has been in 3 of 4 of the stores they own in the last month. Very well-diversified. The death of retail (malls) has passed them well, and Smart has performed well. (Mike S. Newton, CIM FCSI)

Stock vs. Stock.  FIE-T vs. CMR-T.  CMR-T is a money market fund.  FIE-T is a multi holding income strategy holding all kinds of assets, so there will be more volatility.  When markets are up go into CMR-T and FIE-T when they are down. (Larry Berman CFA, CMT, CTA)

He called PIMCO about this. It is an expensive ETF, like 75 basis points. A global ETF. They can’t do less than 50% investment grade. Emerging markets there and high yield that he wouldn’t normally go to. But, it is PIMCO. He wouldn’t buy it for retirees’ clients. The Management team knows what is doing.…

(A Top Pick Aug 31/18, Up 0.4%) Yields 2.15%. As he raised cash before seaonal volatility in September and October, he parked that cash here. As the market plunged, he was 50% cash in August. (Jon Vialoux)

1-5 year Laddered ETF. This will have a pretty short duration so will probably give you in the 2.5% range. It will suffer too much from rising interest rates. Not a bad place to park for a while. (Mike MacBain)

He likes this better than bond mutual funds as the MER is more attractive. It is very short term duration and investment grade corporates with very low 15 bps MER. Yield (12 month) 3.5%. (John Hood)

This protects against interest rate volatility. It's awkard for retail investors to buy bonds directly, but you can buy them this way. It's safety. You park your money here. Low MER. (John Hood)

Nothing wrong with this ETF at all. 5 to 6 year durations because they are mid-cap corps. (John Hood)

This will improve, because bonds mature at par, then you re-load at higher interest rates. The ETF is down, but don't sell. This will correct and you will benefit from higher interest rates. Be patiebt. (Paul Gardner, CFA)

He owns all three telecoms. You don’t need to pick. You should diversify among the three big ones. RCI.B-T have quite a bit of debt and it has held the back on raising their debt yet they are able to leverage on wireless. (Kash Pashootan)

He bought the bonds over the years. He used to own the stock. They were playing catch-up when they developed their wireless market. They still have to reinvest a lot of money into their network. The easy money has been made. They are limited in their market in Quebec. (Stephen Takacsy, B. Eng, MBA)

He does not like this name. He is worried about its balance sheet and value. It makes sense to own Tel Co’s in a portfolio, but there are better names to own. It is trading at a 37 X P/E. He does not expect much growth in this name. (Rob Tetrault)

He's researched this a lot. It's a roll-up strategy buying hospital centres which he likes; it has a decent runway. Their last few acquisitions have dogged them with weak growth. They need to execute in the next few quarters before he steps in. They need to get over the hump. (James Telfser)

Rather bad couple of days. Was down substantially, outside of a range. Consolidated. It broke down and is more likely to go down. $1.50 on the downside. (Jeff Parent B. Eng. FCSI CIM)

It isn't moving with the markets. It bottomed at $12 in October and has broken out nicely since then. Interesting. Will meet resistance at current levels. But it has the potential to reach $16-17. People are buying it for the decent yield. Looks good now, but dangerous if it falls below $13.25. Take a break…

They generate electivity and sell it.  As we move in this direction this company will have a foothold and niche.  It is a capital intensive business and interest rates rising will be a problem. (Larry Berman CFA, CMT, CTA)

small Pays over 5% dividend that'll grow. The line 3 delay is a small hiccup; the stock has already recovered from that announcement. He sees 8-10% annual dividend and earnings growth for 5 years. (Analysts’ price target is $54.45) (Bruce Campbell (1))

The business allows a USB device to reach into a database. Many of the clients were US military and security agencies. A recent acquisition gives them good forward prospects. (Robert McWhirter)

Prefers Melcor Developments (MRD-T). When there have been housing difficulty like there has been, it’s extremely difficult for stocks like these. (Michael Smedley)

(A Top Pick Oct 02/18, Down 36%) Fear of an economic slowdown has pressured steel prices and stock. But stell prices are still strong historically. You can make money off this at the $30 price in the coming years. STLC plan to sell 100% of their products to Canada which will avoid the US tariffs.…

He covers the stock and owns it.  The business is doing well.  They are a leader in their space.  There was a big investor out of China that fell on hard times and has had to sell shares.  It may be poised for a turnaround. (Fabrice Taylor)

(A Top Pick May 15/18, Down 61%) A small-cap. They did some interesting deals that he liked, including a big phosphate mine off Agrium before their merger--the stock did well for a while. But their Brazil plant ran into trouble. If it is fixed, then it'll be fine.. It's a small-cap with a good balance…

Listed in Canada but operations are in the far east.  Is cautious because of high debt and accounting is weird.  If you are betting gold will go a lot higher it is a pretty decent bet but if not it can decline a lot. (Adam Thomas)

This is going to be tricky. They pulled their bankable feasibility study. High quality people. He is working on studying the deposit right now, but officially he is neutral on this. (Rick Rule)

He doesn't invest in building small mines like Redstar. They continue raising money to build it, so market share is increasing, but your market share price is flat or declines. He wants something that's good enough that a major will buy it out.  (Brent Cook)

Has an old mine outside of Los Angeles that was run in the 1930s. Closed down during the Second World War and they are doing open pit mining in the area. Has some issues, but at these gold prices, it will probably start to work again. Under followed. Highly speculative. (Robert Cohen B.A.Sc., MBA, CFA)

Been a nice success story.  His opinion is that the commodity cycle has really played out here.  (James Hodgins)

A mining company – Nickel in BC and Mexico.  This stock has never done really well.  To get to production is a whole different ball game.  There will probably be quite a bit of dilution still to come.  He would sell it if he held it now.  Maybe in the long term they could do…

A tricky one. Have a very small mine in Ireland that they are trying to put into production as well as a small jewellery division. There is no clear indication of what they are trying to be. Gold deposit is very small. (Paul VanEeden)

Cameras on satellites. Feels they’ve made a lot of progress in the right direction. Management is working hard and there is now more clarity. We may see some positive free cash flow one day. At this point, it is starting to become interesting, although clearly there are still a lot of unclear questions. (Andrey Omelchak)

They haven't won many contracts lately. They had signed a deal with Rogers to make them look like Apple TV and more user-friendly, but lost that contract, then signed a few new contracts, but those revenues haven't come to fruition. He still holds it thought it's been going down. There's lot of cash on the…

He stayed away because they went to the states to make acquisitions.  He did not know why the Americans would not already take these assets.  He stays away from it. (Robert Lauzon)

He would like to see a couple of good quarters out from them.  It is thinly traded.  You have to be prepared to watch it quarter by quarter. (Bruce Campbell (2))