BlackBerry, Stryker Corp. and 15 Stock Top Picks and 9 ETF (Archive From May 31-Jun 06)
This week there were 15 Top Picks and 9 ETF in a wide range of industries: ETF, Healthcare, Basic Materials, Technology, Consumer, Industrials and Financials.
It doesn’t have a huge range of trading. Yield is okay at about 3%. Short-term pays you less than 1% on an after-tax basis, so this is not a bad place to park your money.
Wanted some Canadian exposure, and this has less exposure to oil. It gives you a way of playing the Canadian market without too much oil. Plus, it's top position is Fairfax Financial (FFH-T), one of his other Top picks.
In a defensive sector which is the right one to be one during market duress. But you're selling calls to create extra income. This is merely okay. Total returns have been flat lately, though ZWU has done better than the overall markets. Hold this outside the RRSP, given tax considerations. Just remember: if the market…
This has lagged, because basically you are holding T-bills and equal-end type instruments. When you’re starting at 1%, there is not much room for price appreciation. This is more of a cash alternative as opposed to a bond alternative.
All 3 picks are in healthcare. There is a huge wave of baby boomers that will be coming through this market and making demands on the healthcare system. This will exhaust itself in probably 15 years. The nice thing about this one is that it is not just Pharma, but has some hospital management services,…
(A Top Pick April 12/16. Up 2.96%.) This is a classic seasonal play. Historically the energy sector in Canada does well from the 3rd week in January right through until the middle of June. If you own, continue to Hold until around the middle of June.
Plays into the theme of safety and delivering stable profits. Nestlé’s is one of the biggest positions. The 2 other biggest contributors are drug makers.
Within about 20 years the world will get rid of currency but it will not be bitcoin that replaces it. It will be something else. He likes this ETF long term but over the next couple of years it could have a downturn so he would wait.
Market Vectors Jr Gold Miners ETF. About 58 middle to small cap gold producers. 65% are Canadian. Bullish on gold. He will buy it and hedge it based on the possibility of currency situation.
(A Top Pick Apr 11/17, Down 25%) He has never had so much trouble with a company that is so much in cash. They are trying to get licensing rights to certain drugs. Your risks are very low at this time.
They make bespoke equipment. This can never be Amazon’d because the representative from Stryker works so closely with the doctor when they implant a new device into a patient. They are well-run, their robotics are leading edge. He likes the sector and this individual company but he would manage the idiosyncratic risk in this space…
Dominant player in gene sequencing business. Becoming more commercially available to clinics instead of just research labs. They are buying up some of their customers and going into competition with them. He is nervous of the valuation. It is at and beyond his expectations.
Policy issues have knocked them down. US needs their business to help them save money. A survivor, and a grower, so he wouldn't sell. They're taking a look at stepping in.
🛢 Basic Materials
Silvercrest Metals (SIL-T) or Silvercorp Metals (SVM-T)? This one is a fairly small deposit, but with high quality people.
It hasn't risen above its 2015 high. It must rise above this to $4. The volume has picked up and has had a long, long base. The price has been increasing, so it looks like it may go higher.
This is a company where the valuation is still quite high based on a turnaround. The problem is that their technologies are still quite early stage. (Analysts' price target: US$9.65)
The Shopify of China but also has a delivery business. They are moving more into services. It correctly recently as it has been invested heavily but it is slowing paying off. Be patient. 50% growth in revenues. For aggressive accounts only. (Analysts’ price target is $47.38)
They provide software for financial services companies – everything the large ones need. They have 97% retention of clients. It is almost not worth these companies leaving their services. (Analysts’ price target is $73.62)
They make tools and code for companies to develop computer chips. Eventually we will reach a limit where we can't miniaturize any further and then that is where this company comes in. Complexity is increasing. Recurring revue of 90% is strong. (Analysts’ price target is $135.13)
The world's largest consulting company. It preps companies for the digital world, from the Cloud to internet/network security. They continue to generate handsome profits and cash flow. They reinvest by buying small, cutting-edge consulting firms. They regularly buy back stocks and increase dividends. They hire smart people. A great, long-term story. (Analysts' prce target $166.76)
(A Top Pick Jan 28/16. Up 10.77%.) A great little business run up of Winnipeg. Owners have a fair amount of equity stake along with the shareholders. One of the largest producers of instant scratch tickets globally. A growing business that is steady. Not expensive. Recently had a plant expansion in the US, which gives…
Easy here. They closed many transactions, they beat estimates in Q4. nice yield of 4.96%. modeling 15% EPS growth for a name that trades at 11 times 2019 P/FFO. Very little to not like about this name. (Analysts’ price target is $59.32)
(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%.…
A top pick $4 or $5 ago. A levered balance sheet. A high pay out ratio. If you think that there is a recession coming, you don't want to own it. Still trading at a reasonable valuation. He models growth of 9%. You can get it probably at a lower level. A good long-term hold.
This post summarizes the top picks weekly. The previous week’s stock picks list is available for an additional week using the link below. Refer to Daily Top Picks available in the All Top Picks pages to browse the all-time top picks archive.
Use this list wisely to identify buying opportunities.
Happy trading !!!