Top Picks

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15

Browse all public companies recently chosen as top picks by stock experts. Read the daily stock experts opinions and stock predictions.

Signal
Opinion
Expert
TOP PICK
TOP PICK
July 23, 2019
Slate owns all its assets in the US and this is grocery anchored. He doesn't see Amazon making a big impact in this space. This trades at 9% yield and only distributes 88% of cash flow. Leverage is at 55%. It trades at a discount to NAV. Yield 8.76% (Analysts’ price target is $13.08)
Slate owns all its assets in the US and this is grocery anchored. He doesn't see Amazon making a big impact in this space. This trades at 9% yield and only distributes 88% of cash flow. Leverage is at 55%. It trades at a discount to NAV. Yield 8.76% (Analysts’ price target is $13.08)
Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
July 23, 2019
The best in a bad business. Sensitive to recession. They will eventually do something with their land holdings and this will bump up their value eventually. Yield 3.68% (Analysts’ price target is $18.50)
The best in a bad business. Sensitive to recession. They will eventually do something with their land holdings and this will bump up their value eventually. Yield 3.68% (Analysts’ price target is $18.50)
Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
July 23, 2019
One of the highest grade deposits in the world. They have no debt and prints cash. He thinks gold prices will go higher. Yield 0% (Analysts’ price target is $1.70)
Roxgold Inc (ROXG-T)
July 23, 2019
One of the highest grade deposits in the world. They have no debt and prints cash. He thinks gold prices will go higher. Yield 0% (Analysts’ price target is $1.70)
Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
July 22, 2019
A gold and silver royalty streaming company, diversifed by geography and assets. They've settled their CRA problems well. A low-risk play on precious metals that trades at a discount to its peers. (Analysts’ price target is $39.36)
A gold and silver royalty streaming company, diversifed by geography and assets. They've settled their CRA problems well. A low-risk play on precious metals that trades at a discount to its peers. (Analysts’ price target is $39.36)
Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$35.650
Owned
Yes
TOP PICK
TOP PICK
July 22, 2019
He's long owned this and Boyd continues to execute (though there may be a slower quarter coming). They suffered a ransomware attack recently. There'll be tremendous consolidation in the car repair space, because the big three own only 5% of the market. Excellent managers. You can add on weakness. (Analysts’ price target is $185.64)
He's long owned this and Boyd continues to execute (though there may be a slower quarter coming). They suffered a ransomware attack recently. There'll be tremendous consolidation in the car repair space, because the big three own only 5% of the market. Excellent managers. You can add on weakness. (Analysts’ price target is $185.64)
Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$169.960
Owned
Yes
TOP PICK
TOP PICK
July 22, 2019
They're into video slow machines in casinos and cash-management in casinos like cheque-clearing. They just announced that they will sell one or both businesses, which will vastly improve their valuation. (Analysts’ price target is $13.83)
They're into video slow machines in casinos and cash-management in casinos like cheque-clearing. They just announced that they will sell one or both businesses, which will vastly improve their valuation. (Analysts’ price target is $13.83)
Gerard Ferguson
CEO & Portfolio Manager, Jemekk Capital Management
Price
$11.630
Owned
Yes
TOP PICK
TOP PICK
July 22, 2019
His target is $1,350, so it has a long runway. They are best pstioned for digital advertising, but also have the cloud and hardware like the Watch. They are innovative, like developing a miniature radar on your phone. They also have Waymo, leading self-driving cars. (Analysts’ price target is $1321.24)
His target is $1,350, so it has a long runway. They are best pstioned for digital advertising, but also have the cloud and hardware like the Watch. They are innovative, like developing a miniature radar on your phone. They also have Waymo, leading self-driving cars. (Analysts’ price target is $1321.24)
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$1138.070
Owned
Yes
TOP PICK
TOP PICK
July 22, 2019
He's been in and out, sold in March and re-bought in May. He has a US$28.50 target. They are the #1 car chip company in the world and the 8th-largest semi company. He plans to increase his 3.5% position to 5%. (Analysts’ price target is $26.60)
He's been in and out, sold in March and re-bought in May. He has a US$28.50 target. They are the #1 car chip company in the world and the 8th-largest semi company. He plans to increase his 3.5% position to 5%. (Analysts’ price target is $26.60)
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$19.220
Owned
Yes
TOP PICK
TOP PICK
July 22, 2019
He's been in and out of this for five years. They dominate the cybersecurity space. True, their 40x PE is high, but their peers are even higher. PAWN is fairly valued. Earlier this year they struggled as they transitioned from licenses to subscriptions, but they will snap back. (Analysts’ price target is $269.44)
He's been in and out of this for five years. They dominate the cybersecurity space. True, their 40x PE is high, but their peers are even higher. PAWN is fairly valued. Earlier this year they struggled as they transitioned from licenses to subscriptions, but they will snap back. (Analysts’ price target is $269.44)
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$221.590
Owned
Yes
TOP PICK
TOP PICK
July 19, 2019
It's fallen off many radar screens. Their leverage will be lower in coming months. Trades at 30% free cash flow yield and positioned to buyback a lot of shares. It is clearly mispriced now. (Analysts’ price target is $3.55)
It's fallen off many radar screens. Their leverage will be lower in coming months. Trades at 30% free cash flow yield and positioned to buyback a lot of shares. It is clearly mispriced now. (Analysts’ price target is $3.55)
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$1.880
Owned
Yes
TOP PICK
TOP PICK
July 19, 2019
More than any other company, they realize the need to buyback shares. They could buyback 8% of shares based on 25% free cash flow yield. It trades at only 70% of their liquidation value, so they won't spend money on growth. Balance sheet is strong. Nothing wrong here. CPG is clealy mispriced. (Analysts’ price target is $6.80)
More than any other company, they realize the need to buyback shares. They could buyback 8% of shares based on 25% free cash flow yield. It trades at only 70% of their liquidation value, so they won't spend money on growth. Balance sheet is strong. Nothing wrong here. CPG is clealy mispriced. (Analysts’ price target is $6.80)
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$4.070
Owned
Yes
TOP PICK
TOP PICK
July 19, 2019
A big holding for him. They could buyback 5% of their stock, and he's advocating for buybacks in Canadian oil. Sits at only 0.6x debt-to-cash flow despite having a 10-year inventory in the Bakkan. Have very valuable free cash flow assets. (Analysts’ price target is $15.86)
Enerplus Corp (ERF-T)
July 19, 2019
A big holding for him. They could buyback 5% of their stock, and he's advocating for buybacks in Canadian oil. Sits at only 0.6x debt-to-cash flow despite having a 10-year inventory in the Bakkan. Have very valuable free cash flow assets. (Analysts’ price target is $15.86)
Eric Nuttall
Partner & Senior Portfolio Manager, Ninepoint Partners
Price
$8.650
Owned
Yes
TOP PICK
TOP PICK
July 19, 2019

Low volatility. Long and overweight in the U.S. but starting to get more cautious so this is a good Canadian play. It's reasonably priced and the management fee is low enough. Its top holdings are Fairfax, Rogers and Telus. Dividend paying companies. ZLU-T is the U.S. version.

Low volatility. Long and overweight in the U.S. but starting to get more cautious so this is a good Canadian play. It's reasonably priced and the management fee is low enough. Its top holdings are Fairfax, Rogers and Telus. Dividend paying companies. ZLU-T is the U.S. version.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$33.680
Owned
No
TOP PICK
TOP PICK
July 19, 2019

No tech stocks, but low volatility with McDonald's and Waste Management. Utilities that pay dividends. Good for waiting and seeing how trade headlines plays out.

No tech stocks, but low volatility with McDonald's and Waste Management. Utilities that pay dividends. Good for waiting and seeing how trade headlines plays out.

John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$36.860
Owned
No
TOP PICK
TOP PICK
July 19, 2019
A Europe play, with many dividend paying companies. Cautious in this market. Some Japanese stocks. Still have problems with Italy and Brexit, but this ETF is good for diversification.
A Europe play, with many dividend paying companies. Cautious in this market. Some Japanese stocks. Still have problems with Italy and Brexit, but this ETF is good for diversification.
John Hood
President & Portfolio Manager, J. C Hood Investment.
Price
$24.890
Owned
No
Showing 1 to 15 of 26,675 entries