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Recent Top Picks Table


Signal Opinion Expert
     

2017-11-24

TOP PICK
Alamos Gold Inc (AGI-T)

Just closed the Richmont acquisition. Views it as a premier mid-cap name in Canada. There is no debt and they have a bunch of cash on the balance sheet. Generates free cash flow. He calculates their all-in sustaining costs is a little below $850 an ounce. Operates in Canada and Mexico. Likes management and the assets. It’s not unreasonable to have some gold exposure, in case things go sideways. Dividend yield of 3%. (Analysts’ price target is $12.00.)

precious metals
Daniel Lloyd

Portfolio Manager, Forge First Asset Management

Price: $0.000
Owned: Yes

2017-11-24

TOP PICK
Parex Resources Inc. (PXT-T)

A Colombia oil play. Generates free cash flow. Has no debt and has cash on the balance sheet. He really likes management and the assets. Expects to see another 20%-25% jump in their reserves. Trading at 5X cash flow. (Analysts’ price target is $22.00.)

oil/gas
Daniel Lloyd

Portfolio Manager, Forge First Asset Management

Price: $0.000
Owned: Yes

2017-11-24

TOP PICK
Tidewater Midstream and Infrastructure Ltd (TWM-X)

Operates processing and transmission facilities, largely for natural gas producers. Natural gas liquids and propane are trading at reasonably good prices in Western Canada. He sees this trading at a pretty steep multiple discount to their much larger peers. Really likes management and feels they will be able to execute on their growth plans. Dividend yield of 2.7%. (Analysts’ price target is $2.08.)

Daniel Lloyd

Portfolio Manager, Forge First Asset Management

Price: $0.000
Owned: Yes

2017-11-23

TOP PICK
Chorus Aviation Inc (CHR-T)

This has a capacity purchase agreement with Air Canada (AC-T). If you fly on a shorter route, it would be by Jazz which is operated by this company. A very steady and good contract for the company. They also perform maintenance, overhauls and upgrades on their own planes. Also getting into operating regional routes for emerging markets. Recently had a $200 million capital inflow from Fairfax Financial (FFH-T). As emerging markets grow, more people need to fly. Dividend yield of 4.9%. (Analysts’ price target is $10.50.)

Transportation & Environmental Services
William Chin

Portfolio manager, Caldwell Investment Management

Price: $9.770
Owned: Yes

2017-11-23

TOP PICK
Martinrea (MRE-T)

Because of the NAFTA overhang, this has had a very low valuation. However, it is a very good company. Has a very strong position in “light waiting”, the auto sector manufacturers that try to make cars lighter and lighter and be more energy efficient, but still strong. Margin improvement has been very good. In spite of the strong rise in the stock price, it is still cheap at 7X Forward Earnings. Dividend yield of 0.8%. (Analysts’ price target is $17.00.)

metal fabricators
William Chin

Portfolio manager, Caldwell Investment Management

Price: $14.970
Owned: Yes

2017-11-23

TOP PICK
PowerShares FTSE RAFI U.S. Fundamental Index ETF (PXS-T)

He likes the US.  This one is unhedged.  It is an index for US equities.

E.T.F.'s
Daniel Straus

Head of ETF Research & Strategy, National Bank Financial

Price: $24.290
Owned: No

2017-11-23

TOP PICK
WSP Global Inc. (WSP-T)

Has gone from being a pure Canadian company to a major global player through M&A. It does infrastructure such as buildings, transportation. Got hurt a little in 2015 during the selloff in crude oil, but since then they have moved away from energy and are now focused on infrastructure. Have a very strong position in the US and parts of Europe. Dividend yield of 2.6%. (Analysts’ price target is $62.00.)

Business Services
William Chin

Portfolio manager, Caldwell Investment Management

Price: $58.000
Owned: Yes

2017-11-23

TOP PICK
iUnits S&P/TSX 60 ETF (XIU-T)

The original and the best.  The world’s first launched ETF.  It is pretty boring.  He likes to see diversification.  But this one is a large cap play on Canada.  It is very, very liquid.

investment companies/funds
Daniel Straus

Head of ETF Research & Strategy, National Bank Financial

Price: $23.860
Owned: Unknown

2017-11-23

TOP PICK
BMO S&P/TSX Oil & Gas ETF (ZEO-T)

The mega caps dominate the index.  When you go equal weight in the sector you get more of a small cap return. 

E.T.F.'s
Daniel Straus

Head of ETF Research & Strategy, National Bank Financial

Price: $10.860
Owned: Unknown

2017-11-22

TOP PICK
British American Tobacco (BTI-N)

The 15-year total return on the stock is 9.3X in Cdn$, which is 930%. This is currently on sale, because last year they purchased the remaining portion of Reynolds American that they didn’t own, giving them a bit more debt than normal. A very sticky business model. Dividend yield of 3.4%. (Analysts’ price target is $77.88.)

tobacco
Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $66.800
Owned: Yes

2017-11-22

TOP PICK
Cara Operations Ltd. (CARA-T)

The largest restaurant chain in Canada, and have grown quite a bit by acquisition. The stock went public and it was a market darling until it got overpriced. Then with the downturn in Alberta, oil prices started to tumble and people stopped going, so same-store sales took a big hit. That is now starting to stabilize. They’ve made some acquisitions which have diversified them. Valuation is very reasonable. Dividend yield of 1.6%. (Analysts’ price target is $26.)

food services
Norman Levine

Managing Director, Portfolio Management Corp

Price: $24.630
Owned: Yes

2017-11-22

TOP PICK
China Mobile Hong Kong (CHL-N)

This is usually a direct beneficiary for Europeans wanting exposure to China. In the last while, we have seen the opening up of the Chinese market via the Hong Kong market. The strategy has put some capital into other major Chinese corporations. The company is cheaper now than it was during the global financial crisis. They paid a special dividend earlier in the year, when they sold off their towers. This typically tends to band trade higher in an upward direction. At the moment it’s at the bottom of its low-end range. It has more cash than debt, so the dividend is a very safe. Dividend yield of 3.6%. (Analysts’ price target is $68.70.)

Telecommunications
Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $50.590
Owned: Yes

2017-11-22

TOP PICK
Enbridge (ENB-T)

They bought the Spectra assets, and the US shareholders looked to unload their shares, and the stock started to move sideways. There is a little concern around their ability to fund projects moving forward, possibly leading to issuing some equity, perhaps sell off some projects, but ultimately they’re guided towards 10%-12% dividend growth through 2024. This is on sale now, and it doesn’t go on sale very often. Dividend yield of 5.2%. (Analysts’ price target is $60.00.)

oil/gas pipelines
Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $47.010
Owned: Yes

2017-11-22

TOP PICK
Open Text (OTEX-T)

A market consolidator in business software, helping large businesses organize information, storing it and retrieving it. Their acquisition policy is buying up competitors. Did a couple of acquisitions earlier this year, and the market is waiting to see how those work out. Dividend yield of 1.6%. (Analysts’ price target is $40.)

computer software/processing
Norman Levine

Managing Director, Portfolio Management Corp

Price: $41.950
Owned: Yes

2017-11-22

TOP PICK
Sanofi-Aventis (SNY-N)

An international health care company, mainly in rare diseases, MS, immunology and oncology. Has been growing both by acquisition and through drugs of its own. Earlier this year, they bought Boehringer Ingelheim’s consumer products division. The latest quarter was a little soft and the market has punished them. He doesn’t worry about quarter to quarter. They’ve developed some drugs with Regeneron. Their partnership is dissolving, but any drugs they’ve developed, will continue on. A good, long term investment. Dividend yield of 3.7%. (Analysts’ price target is $54.)

Pharma & Healthcare
Norman Levine

Managing Director, Portfolio Management Corp

Price: $45.370
Owned: Yes

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