Recent Top Picks | StockChase

Recent Top Picks Table


Signal Opinion Expert
TOP PICK

Dividend yield of 4.3%. (Analysts' price target is $130.)

banks

Dividend yield of 4.3%. (Analysts' price target is $130.)

banks
Ross Healy

Chairman, Strategic Analysis C...

PricePrice
$0.000
Owned Owned
Yes

TOP PICK

This has been trading for some years between its BV and about 80% of Book. Nice FMV and nice upside potential. Historically cheap, and doesn't think there is a big risk in it. Dividend yield of 7.8%. (Analysts' price target is $33.)

oil/gas

This has been trading for some years between its BV and about 80% of Book. Nice FMV and nice upside potential. Historically cheap, and doesn't think there is a big risk in it. Dividend yield of 7.8%. (Analysts' price target is $33.)

oil/gas
Ross Healy

Chairman, Strategic Analysis C...

PricePrice
$0.000
Owned Owned
Yes

TOP PICK
Yamana Gold Inc.(YRI-T) 

January 19, 2018

Trading at about a 30% discount to its BV. The company has been working hard to improve profitability. It needs higher bullion prices to break out and get going. Insider trading on this is very strong. Dividend yield of 0.6%. (Analysts' price target is $4.42.)

precious metals

Trading at about a 30% discount to its BV. The company has been working hard to improve profitability. It needs higher bullion prices to break out and get going. Insider trading on this is very strong. Dividend yield of 0.6%. (Analysts' price target is $4.42.)

precious metals
Ross Healy

Chairman, Strategic Analysis C...

PricePrice
$0.000
Owned Owned
Yes

TOP PICK
AltiusMinerals Corp(ALS-T) 

January 18, 2018

Brian Dalton runs this and has had a remarkable long-term success and patience with the company, which is in diversified base metals. His royalties in the 1st year, which was only $3 million, is now $60 million. Dividend yield of 1.1%. (Analysts' price target is $16.)

precious metals

Brian Dalton runs this and has had a remarkable long-term success and patience with the company, which is in diversified base metals. His royalties in the 1st year, which was only $3 million, is now $60 million. Dividend yield of 1.1%. (Analysts' price target is $16.)

precious metals
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$14.410
Owned Owned
No

TOP PICK
Cenovus Energy(CVE-T) 

January 18, 2018

They got into trouble last year.  They paid a lot of money for an acquisition.  They have since sold a lot of assets and de-levered.  7% cash flow yield vs. 4% for the group.  They will have torque to an energy cycle that he feels in its early stages.  (Analysts’ target: $15.00).

oil/gas

They got into trouble last year.  They paid a lot of money for an acquisition.  They have since sold a lot of assets and de-levered.  7% cash flow yield vs. 4% for the group.  They will have torque to an energy cycle that he feels in its early stages.  (Analysts’ target: $15.00).

oil/gas
Jason Mann

CIO & Co-Founder, Edgehill Patners...

PricePrice
$13.040
Owned Owned
Yes

TOP PICK
Magna Int'l. (A)(MG-T) 

January 18, 2018

He likes all the auto parts.  He has owned this one for 5 years.  It has always been cheap but now it also has good price momentum.  It scores in the top 3% in terms of valuation.  21% ROE.  10 times PE.  They are starting to split out their various divisions when reporting and this makes it easier for analysts.  Activist investors might pressure them to spin out some of their dividends.  (Analysts’ target: $65.00).

Automotive

He likes all the auto parts.  He has owned this one for 5 years.  It has always been cheap but now it also has good price momentum.  It scores in the top 3% in terms of valuation.  21% ROE.  10 times PE.  They are starting to split out their various divisions when reporting and this makes it easier for analysts.  Activist investors might pressure them to spin out some of their dividends.  (Analysts’ target: $65.00).

Automotive
Jason Mann

CIO & Co-Founder, Edgehill Patners...

PricePrice
$73.900
Owned Owned
Yes

TOP PICK
Pollard Banknote Ltd(PBL-T) 

January 18, 2018

A leading lottery to more than 60 lotteries worldwide, located in Winnipeg. They’ve been making acquisitions. Dividend yield of 0.6%. (Analysts' price target is $17.63.)

INDUSTRIAL PRODUCTS

A leading lottery to more than 60 lotteries worldwide, located in Winnipeg. They’ve been making acquisitions. Dividend yield of 0.6%. (Analysts' price target is $17.63.)

INDUSTRIAL PRODUCTS
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$19.000
Owned Owned
Yes

TOP PICK
Parex Resources Inc.(PXT-T) 

January 18, 2018

Columbian producer.  It is one of the energy stocks he managed to hold throughout the energy cycle.  The valuation is reasonable and they have a big backlog of exploration.  Really good net backs and a good quality management team that has really delivered.  (Analysts’ target: $23.00).

oil/gas

Columbian producer.  It is one of the energy stocks he managed to hold throughout the energy cycle.  The valuation is reasonable and they have a big backlog of exploration.  Really good net backs and a good quality management team that has really delivered.  (Analysts’ target: $23.00).

oil/gas
Jason Mann

CIO & Co-Founder, Edgehill Patners...

PricePrice
$19.050
Owned Owned
Yes

TOP PICK
Twitter, Inc(TWTR-N) 

January 18, 2018

Feels this is now entering FANG territory. This is what Trump uses to rule the world. It reaches millions and millions of people. It’s put on lots and lots of new services. There are great, great possibilities with this. (Analysts' price target is $21.)

Feels this is now entering FANG territory. This is what Trump uses to rule the world. It reaches millions and millions of people. It’s put on lots and lots of new services. There are great, great possibilities with this. (Analysts' price target is $21.)

0
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$24.040
Owned Owned
Yes

TOP PICK
Bank of Nova Scotia(BNS-T) 

January 17, 2018

Canada's 2nd largest bank and the most globally ambitious in terms of expansion. Earns about 14.5% ROE and grows earnings at about 7% compounded annually. Its expanding through a $2.9 billion acquisition of BBVA's Chile's franchise, which will catapult them into the #2 position in that market. Dividend yield of 3.9%. (Analysts' price target is $90.50.)

banks

Canada's 2nd largest bank and the most globally ambitious in terms of expansion. Earns about 14.5% ROE and grows earnings at about 7% compounded annually. Its expanding through a $2.9 billion acquisition of BBVA's Chile's franchise, which will catapult them into the #2 position in that market. Dividend yield of 3.9%. (Analysts' price target is $90.50.)

banks
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment ...

PricePrice
$81.600
Owned Owned
Yes

TOP PICK
CCL Industries (B)(CCL.B-T) 

January 17, 2018

This is off 20% from its high. They are in packaging and Avery. Has a massive client base. It’s down because 1) they had a bit of a hit when some of their property prices (?) spiked because of hurricanes in the US. 2.) Cdn$ strength is not great for them. 3.) The Potash/Agrium merger might have created a lot of movement in materials, and there might be a lot of selling out of CCL. It's missed 2 quarters in a row.  Dividend yield of 0.8%. (Analysts' price target is $67.)

packaging/containers

This is off 20% from its high. They are in packaging and Avery. Has a massive client base. It’s down because 1) they had a bit of a hit when some of their property prices (?) spiked because of hurricanes in the US. 2.) Cdn$ strength is not great for them. 3.) The Potash/Agrium merger might have created a lot of movement in materials, and there might be a lot of selling out of CCL. It's missed 2 quarters in a row.  Dividend yield of 0.8%. (Analysts' price target is $67.)

packaging/containers
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$57.410
Owned Owned
Yes

TOP PICK
Franco-Nevada Corp.(FNV-T) 

January 17, 2018

Management and founders pioneered the concept of resource royalties back in the mid-1980s. The attraction is the commodity price exposure, but insulating the shareholder from operating and capital costs of overruns that the mining industry is continually plagued with. This has outperformed the TSX Gold group in 8 of the 10 years since the IPO. Dividend yield of 1.1%. (Analysts' price target is $111.15.)

precious metals

Management and founders pioneered the concept of resource royalties back in the mid-1980s. The attraction is the commodity price exposure, but insulating the shareholder from operating and capital costs of overruns that the mining industry is continually plagued with. This has outperformed the TSX Gold group in 8 of the 10 years since the IPO. Dividend yield of 1.1%. (Analysts' price target is $111.15.)

precious metals
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment ...

PricePrice
$98.140
Owned Owned
Yes

TOP PICK
General Electric(GE-N) 

January 17, 2018

In the speculative portfolio he manages, he has taken a position in this. It was the dog of the Dow last year. When he was preparing for this show, it was trending nicely and was the 2nd best performer in the Dow this year. Now it is on its way to becoming another dog of the Dow this year. This is purely an asset play. He is looking for Flannery to move this company around and try to take advantage. All the negative news today has caused another downside of about 3.5%-4%. This is not in his core portfolio or his US growth portfolio, it is in his aggressive portfolio. Dividend yield of 2.6%. (Analysts' price target is $20.95.)

electrical/electronic

In the speculative portfolio he manages, he has taken a position in this. It was the dog of the Dow last year. When he was preparing for this show, it was trending nicely and was the 2nd best performer in the Dow this year. Now it is on its way to becoming another dog of the Dow this year. This is purely an asset play. He is looking for Flannery to move this company around and try to take advantage. All the negative news today has caused another downside of about 3.5%-4%. This is not in his core portfolio or his US growth portfolio, it is in his aggressive portfolio. Dividend yield of 2.6%. (Analysts' price target is $20.95.)

electrical/electronic
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$17.350
Owned Owned
Yes

TOP PICK
Shopify Inc.(SHOP-T) 

January 17, 2018

Canada's largest e-commerce enablement company. The revenue model is by taking a percentage of sales their merchants generate from their site, and partly subscription based, for hosting their e-commerce enabled web site. The connectivity is very good in that they allow the merchants to sell on social media, the web, Amazon, bricks and mortar stores, etc. (Analysts' price target is $188.)

Canada's largest e-commerce enablement company. The revenue model is by taking a percentage of sales their merchants generate from their site, and partly subscription based, for hosting their e-commerce enabled web site. The connectivity is very good in that they allow the merchants to sell on social media, the web, Amazon, bricks and mortar stores, etc. (Analysts' price target is $188.)

0
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment ...

PricePrice
$142.720
Owned Owned
Yes

TOP PICK

Trading in the middle of 5-year range. Fracing in the US requires a lot of silicone sand. Trading at about 11X earnings. He was really interested when he saw a big move from one side of the boat to the other side of the boat by the street.  It’s coming up as a Top Pick in a lot of reports. As long as they maintain their pricing power and as long as activity stays high in rig counts in the US, it is supported. Dividend yield of 0.7%. (Analysts' price target is $43.)

Trading in the middle of 5-year range. Fracing in the US requires a lot of silicone sand. Trading at about 11X earnings. He was really interested when he saw a big move from one side of the boat to the other side of the boat by the street.  It’s coming up as a Top Pick in a lot of reports. As long as they maintain their pricing power and as long as activity stays high in rig counts in the US, it is supported. Dividend yield of 0.7%. (Analysts' price target is $43.)

0
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$36.250
Owned Owned
Yes

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