Pfizer Inc, Royal Bank and 22 Stock Top Picks + 5 ETF (Mar 08-14)

All oil stocks have had a nice bounce-back. The risk behind crude is over and upside is coming. He'd buy this and oil stocks. (Elliott Fishman)

Is a $20B company in the Permian. Growing by 15% this year and generating 4% free cash flow at $50 oil. In theory, should be able to see more than 100% upside. Yield = 0.0% (Analysts’ price target is $18.71) (Eric Nuttall)

Gives good exposure to the Permian with some Balkan. Growing by 22% this year. About a year out from buying back stock or dividends. There is 100% upside to this name with a recovering oil price. Has good exposure to light oil. Yield = 0.53% (Analysts’ price target is $149.00) (Eric Nuttall)

It collapsed in 2015. They sold off their US division. Their balance sheet is much stronger now. They are the largest pressure pumper in Canada. You can buy it today at less than liquidation value. (Analysts’ price target is $2.04) (Teal Linde)

Just tested the 50- and 100-week moving averages--and hasn't broken them. It's still cheap after selling off, building a base and is now moving up. (Elliott Fishman)

He likes this group and PFE is one of the few that has tested support lines. This has big potential to return to the mid/high-$40s soon. He likes it here. (Elliott Fishman)

The leader in Canadian seniors housing, a fragmented sector so there's room for growth. CSH holds 10% of this market. She likes this sector for the aging demographics that will need more care. CSH has a good pipeline of projects. Occupancy is 91% and they target 95%. They have started to market their services. Top…

A growth company, adding stores. They've built their brand and are well-managed. However, they had a few quarters where same-store sales disappointed, so the stock got hit. But there's still room for them to grow in Canada. A decent place to put your money if you're long-term and don't need a big dividend. (Douglas Kee)

He is concerned that this company can be disrupted along with the space. The debt level of the company is a little higher than the one he is comfortable with. The company is doing the right things, but if the industry in general shrinks it will be affected. (Chris Stuchberry)

Not just retail, but they also have financial services and real estate. Well-managed and a good acquirer of assets like Mark's Work Warehouse with fine execution. This has underperformed the last six months due to weather, but they did buy a sportswear company for $1.1 billion. They'll do well with it. CT has increased its…

It's suffered the double-whammy of eliminating drug pricing talk by politicians in the U.S. and fears of Amazon getting into the pharma space. WBA has increased its dividend 43 years in a row and expect one in June. Trades at lower than 10x earnings. He thinks pricing fears are overblown. Targets this in the mid-$70s…

The company is well known in the southern US but unknown in the north and abroad. They started by inventing a super cooler and has diversified into outdoor drinkware and other outdoor products. It has a great online presence. It became public in the fall at $18 and has done very well. Mutiple isn't dirt…

Largest demographic group is the 29 years old. Ready at the point of household formation. No debt. They generate a lot of cash. (Analysts’ price target is $50.33) (Chris Stuchberry)

They are a distributor for aircraft. They buy in bulk. It is cheaper to lease it than to buy it direct. It is growing 20% this year and next and trading at about 6 times earnings. With the aircraft crash over the weekend it is probably an even better buying opportunity. (Analysts’ price target is…

A diversified industrial company. They plan to spin off divisions Carriere Air Conditioning and Otis Elevators as standalone entities, but keep their aerospace division. The companies would become more nimble to pursue opportunities. Attractively valued now and pays a yield over 2% that will grow. (Analysts’ price target is $140.48) (Christine Poole)

It was a darling for a while, and is now off quite a bit (it's halved to $30). They make buses, so once you sell them, you must wait for cities to order more. They need to show one or two quarters of growth for this to rise to the high-$30s. (Bruce Campbell (1))

The Canadian banks' multiples have contracted and now look attractive. RY grew their earnings 17% last year and the stock is up only 1%. They had that weird Q4 quarter, but they saw decent loan growth. They increased their dividend 9% and grown their book value. Payout ratio is 45%. They can increase their dividend…

Often the worst bank one year does the best the next. BNS is 50% Canada and 50% foreign operations. (Analysts’ price target is $79.17) (Bruce Campbell (1))

(A Top Pick May 25/18, Up 2%) TD is the best of the big 5 banks. It's been a tough environment for the whole group. He likes this for the US exposure. (Bruce Campbell (1))

Bonds are tough, but are the cushion of a balanced portfolio. This is actively managed and tracks the Canadian benchmark. It has neutral duration positioning which he likes. (Daniel Straus)

US equities are essential, and this is a smart-beta ETF to put alongside an S&P 500 allocation. He likes this ETF for its dividends and high-quality stocks as well as its variable currency hedge. (Daniel Straus)

Investors should own Canada in their portfolios. He buys this for conservative, lower-risk clients given the low-volatilty in this ETF. This is the poster child of Low-Vol Anomaly: some low-vol stocks actually outperform than higher-vol. ZLB is overweight utilities and financials, so if there are rapid moves in interest rates, it could hurt those sectors.…

Environmental services – they make money cleaning up pollution. If you are worried about the political climate, these are companies that make money cleaning up all of the pollution of mining companies and so on. It should do quite well. (Tim Nash)

It is fairly new (last Oct). It was the first ETF in Canada that is socially responsible and fossil fuel free. It trades in Canadian dollars, also. This is a great option. (Tim Nash)

Which utility to buy? Utilities have recently done well with a rotation to safety (like telcos). He likes Fortis, but it's trading at a 52-week high, so wait for a pullback, unless you have a 10-year horizon. (Bruce Campbell (1))

It's one of the few remaining income funds. They've paid $1.20 dividend since 2007, monthly. They had a tough 2018 with issues in a subdivision. They have a payout ratio of 62-90%. Pays a secure 12% dividend. Their strong management can turn things around. (Analysts’ price target is $12.38) (Don Lato)

Could be one that interrupt as opposed to be interrupted. Cloud content management. Legacy business with servers and such are their clients. They have been growing at 20% for a few years. They announced $100 million growth inn 2019. (Analysts’ price target is $23.82) (Chris Stuchberry)