Top Picks

Show
120

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 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
TOP PICK
TOP PICK
July 18, 2019
US health insurance under pressure. Very cheap. Will benefit from next Democratic government when it makes Obamacare better. Retirees who are living off medicare, but want to buy extra insurance, will go to a company like Cigna. Best value without taking on drug pricing or pipeline risk. Huge tailwind in US healthcare space. Yield is 0.02%. (Analysts’ price target is $214.83)
Cigna Corp. (CI-N)
July 18, 2019
US health insurance under pressure. Very cheap. Will benefit from next Democratic government when it makes Obamacare better. Retirees who are living off medicare, but want to buy extra insurance, will go to a company like Cigna. Best value without taking on drug pricing or pipeline risk. Huge tailwind in US healthcare space. Yield is 0.02%. (Analysts’ price target is $214.83)
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$176.940
Owned
Yes
TOP PICK
TOP PICK
July 18, 2019
Great place to be, especially if the Fed cuts rates. Gold stocks are still at multi-year lows. The charts look beautiful. A place where you can make some money. You have to watch it, put a stop on it. Yield is 0.98%. (Analysts’ price target is $20.92)
Barrick Gold (ABX-T)
July 18, 2019
Great place to be, especially if the Fed cuts rates. Gold stocks are still at multi-year lows. The charts look beautiful. A place where you can make some money. You have to watch it, put a stop on it. Yield is 0.98%. (Analysts’ price target is $20.92)
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$22.460
Owned
Yes
TOP PICK
TOP PICK
July 18, 2019
Quarter reported lower, so stock's down a bit. Business is fundamentally strong, still growing. Will benefit from urbanization. Trading at a low multiple. Defensive way to play the industrial space right now. Yield is 5.44%. (Analysts’ price target is $40.00)
Quarter reported lower, so stock's down a bit. Business is fundamentally strong, still growing. Will benefit from urbanization. Trading at a low multiple. Defensive way to play the industrial space right now. Yield is 5.44%. (Analysts’ price target is $40.00)
Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$31.170
Owned
Yes
TOP PICK
TOP PICK
July 18, 2019
Bears say it's expensive, but he likes it right here, right now. New product offerings. If management can turn Tim's around, this thing can really go. Not economically sensitive. Yield is 2.81%. (Analysts’ price target is $96.63)
Bears say it's expensive, but he likes it right here, right now. New product offerings. If management can turn Tim's around, this thing can really go. Not economically sensitive. Yield is 2.81%. (Analysts’ price target is $96.63)
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$95.320
Owned
Yes
TOP PICK
TOP PICK
July 18, 2019
Not economically sensitive. Trading at the top of the range, but growth is the same, so the PEG ratio is 1. Good product, and they can grow via acquisitions. Yield is 2.42%. (Analysts’ price target is $123.92)
Not economically sensitive. Trading at the top of the range, but growth is the same, so the PEG ratio is 1. Good product, and they can grow via acquisitions. Yield is 2.42%. (Analysts’ price target is $123.92)
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$125.720
Owned
Yes
TOP PICK
TOP PICK
July 18, 2019
They just beat. Cheap name. Compelling on a price to growth basis. If Fed lowers, headwinds should become tailwinds. Play on the cycle lasting longer. Yield is 2.84%. (Analysts’ price target is $80.88)
CitiGroup (C-N)
July 18, 2019
They just beat. Cheap name. Compelling on a price to growth basis. If Fed lowers, headwinds should become tailwinds. Play on the cycle lasting longer. Yield is 2.84%. (Analysts’ price target is $80.88)
Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$71.790
Owned
Yes
TOP PICK
TOP PICK
July 17, 2019
A diversified drugmaker that generates consistent returns. Patent declines are offset by a deep pipeline of new drugs from acquisitions. Also boast and organic R&D. MRK pays an attractive yield and has a decent balance sheet. Positive developments continue from Keytruda, an immuno-oncology therapy. MRK trades at 15x earnings. (Analysts’ price target is $91.73)
A diversified drugmaker that generates consistent returns. Patent declines are offset by a deep pipeline of new drugs from acquisitions. Also boast and organic R&D. MRK pays an attractive yield and has a decent balance sheet. Positive developments continue from Keytruda, an immuno-oncology therapy. MRK trades at 15x earnings. (Analysts’ price target is $91.73)
Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$81.920
Owned
Yes
TOP PICK
TOP PICK
July 17, 2019
A higher-risk/return play. This biotech has several core products generating good free cash flow. They’re partnering with Sanofi on Dupixent to treatment severe atopic dermatitis and potentially severe asthma. They also have another drug to treat specific eye diseases. REGN boasts various late-stage drug trials. Regeneron is a new Top Pick for us, driven by the valuation having compressed significantly on concerns over U.S. Medicare Part B drug pricing policy proposals. We believe these are more than reflected in the current price.Their dermatitis drug is getting traction. This stock has been beat up for the wrong reasons. This (Analysts’ price target is $389.38)
A higher-risk/return play. This biotech has several core products generating good free cash flow. They’re partnering with Sanofi on Dupixent to treatment severe atopic dermatitis and potentially severe asthma. They also have another drug to treat specific eye diseases. REGN boasts various late-stage drug trials. Regeneron is a new Top Pick for us, driven by the valuation having compressed significantly on concerns over U.S. Medicare Part B drug pricing policy proposals. We believe these are more than reflected in the current price.Their dermatitis drug is getting traction. This stock has been beat up for the wrong reasons. This (Analysts’ price target is $389.38)
Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$299.420
Owned
Yes
TOP PICK
TOP PICK
July 17, 2019
They report tomorrow. UnitedHealth the largest health insurer in the U.S. It has diversified operations. They acquired of pharmacy benefits manager, Catamaran, that'll give them competitive positioning. No matter who wins the next U.S. election, U.S. healthcare will still need UNH's business. (Analysts’ price target is $291.44)
They report tomorrow. UnitedHealth the largest health insurer in the U.S. It has diversified operations. They acquired of pharmacy benefits manager, Catamaran, that'll give them competitive positioning. No matter who wins the next U.S. election, U.S. healthcare will still need UNH's business. (Analysts’ price target is $291.44)
Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$266.650
Owned
Yes
TOP PICK
TOP PICK
July 17, 2019
Following the Conoco acquisition, he vowed to not own this. He bought it in June as their asset sales have done well. There has been a good change in investor sentiment. They have 100,000 bpd contracted by rail and another 300,000 bpd by pipeline. They are generating great free cash flow as they are now in harvest mode after a few years of capital expenditures. Yield 1.63% (Analysts’ price target is $14.89)
Following the Conoco acquisition, he vowed to not own this. He bought it in June as their asset sales have done well. There has been a good change in investor sentiment. They have 100,000 bpd contracted by rail and another 300,000 bpd by pipeline. They are generating great free cash flow as they are now in harvest mode after a few years of capital expenditures. Yield 1.63% (Analysts’ price target is $14.89)
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$12.370
Owned
Yes
TOP PICK
TOP PICK
July 17, 2019
An internmediate mid-stream company. Over the next three years they are have several new projects coming on line. A sizable gas plant came onstream in May and will ramp up volumes in the second half of the year. An octane plant is also coming online. They announced another pipeline project in the Montney and Duvernay areas into their hub assets. He expects a 10% annual increase in earnings through to 2022. Yield 5.11% (Analysts’ price target is $39.34)
Keyera Corp (KEY-T)
July 17, 2019
An internmediate mid-stream company. Over the next three years they are have several new projects coming on line. A sizable gas plant came onstream in May and will ramp up volumes in the second half of the year. An octane plant is also coming online. They announced another pipeline project in the Montney and Duvernay areas into their hub assets. He expects a 10% annual increase in earnings through to 2022. Yield 5.11% (Analysts’ price target is $39.34)
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$35.160
Owned
Yes
TOP PICK
TOP PICK
July 17, 2019
Brookfield has been very interested in this palladium mining operation in Northern Ontario. It has become a good cash flow generator. It trades at half the value of a typical precious metal mining operation, has no debt, and is expanding it production by 30% by 2021. Margins are 40% and will likely rise to 60%. Free cash flow will grow to its current market cap, he expects. Yield 2.76% (Analysts’ price target is $18.00)
Brookfield has been very interested in this palladium mining operation in Northern Ontario. It has become a good cash flow generator. It trades at half the value of a typical precious metal mining operation, has no debt, and is expanding it production by 30% by 2021. Margins are 40% and will likely rise to 60%. Free cash flow will grow to its current market cap, he expects. Yield 2.76% (Analysts’ price target is $18.00)
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$15.080
Owned
Yes
TOP PICK
TOP PICK
July 16, 2019
He does not think the dividend will be cut, unless commodity values drop sharply or they decide to use capital to buy back shares. They have a huge undeveloped land holding position. The management team is building the company for the next decade. He has faith in them. Yield 9.23%. (Analysts’ price target is $11.37)
He does not think the dividend will be cut, unless commodity values drop sharply or they decide to use capital to buy back shares. They have a huge undeveloped land holding position. The management team is building the company for the next decade. He has faith in them. Yield 9.23%. (Analysts’ price target is $11.37)
Ryan Bushell
President, Newhaven Asset Management
Price
$6.580
Owned
Yes
TOP PICK
TOP PICK
July 16, 2019
They are building a petrochemical facility in Alberta and the market is a bit nervous. This is creating a good buying opportunity. You are getting paid to wait for the project to add a further $5-$10 per share capital appreciation. Yield 7.62% (Analysts’ price target is $24.27)
They are building a petrochemical facility in Alberta and the market is a bit nervous. This is creating a good buying opportunity. You are getting paid to wait for the project to add a further $5-$10 per share capital appreciation. Yield 7.62% (Analysts’ price target is $24.27)
Ryan Bushell
President, Newhaven Asset Management
Price
$22.560
Owned
Yes
TOP PICK
TOP PICK
July 16, 2019
This is the cheapest of the Canadian banks. It is too cheap to ignore at these levels. Yield 5.47% (Analysts’ price target is $115.00)
This is the cheapest of the Canadian banks. It is too cheap to ignore at these levels. Yield 5.47% (Analysts’ price target is $115.00)
Ryan Bushell
President, Newhaven Asset Management
Price
$102.340
Owned
Yes
TOP PICK
TOP PICK
July 16, 2019
He just bought it. It bottomed in 2018 is now consolidating. It shows signs of breaking out. He's also bullish on the Euro, driven by likely stimulus in Europe.
He just bought it. It bottomed in 2018 is now consolidating. It shows signs of breaking out. He's also bullish on the Euro, driven by likely stimulus in Europe.
Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$27.710
Owned
Yes
TOP PICK
TOP PICK
July 16, 2019
The chart has big swings but definite patterns. It will likely reach low-$700's again. Great to own for the coming year. (Analysts’ price target is $762.34)
The chart has big swings but definite patterns. It will likely reach low-$700's again. Great to own for the coming year. (Analysts’ price target is $762.34)
Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$624.050
Owned
Yes
TOP PICK
TOP PICK
July 16, 2019
They will be rangbound and are defensive. A good summertime play. Have REITs in your portfolio for the dividend and defensiveness. He aims to make 5% over the next few months.
They will be rangbound and are defensive. A good summertime play. Have REITs in your portfolio for the dividend and defensiveness. He aims to make 5% over the next few months.
Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$47.990
Owned
Yes
TOP PICK
TOP PICK
July 15, 2019

It was an income trust, and so they distrbitued too much money and didn't keep enough cash to refurbish their stores and stay competitive. That hurt, then they the oil price fell (they're based in Alberta), then they made some dumb acquisitions. Aurora Cannabis and the Bitove family have since invested. They've cut prices to wipe out competition, then bought that competition--twice. This has worked. Eventually, they will raise prices now that they've wiped out those competitors. Alberta law limits other liquor stores within a certain radius from existing shops, so they have a moat. And they're getting into cannabis. This stock is starting to move. (Analysts’ price target is $8.05)

Alcanna (CLIQ-T)
July 15, 2019

It was an income trust, and so they distrbitued too much money and didn't keep enough cash to refurbish their stores and stay competitive. That hurt, then they the oil price fell (they're based in Alberta), then they made some dumb acquisitions. Aurora Cannabis and the Bitove family have since invested. They've cut prices to wipe out competition, then bought that competition--twice. This has worked. Eventually, they will raise prices now that they've wiped out those competitors. Alberta law limits other liquor stores within a certain radius from existing shops, so they have a moat. And they're getting into cannabis. This stock is starting to move. (Analysts’ price target is $8.05)

Fabrice Taylor
Publisher, The President's Club Newsletter
Price
$6.100
Owned
Yes
TOP PICK
TOP PICK
July 15, 2019
This stock can respond well to small improvements. This has turnaround potential. The low multiple can expand and earnings can grow. Long-term, it's a play on urbanization. They can build subway stations, and then land contracts to build condos and malls which always spring up around stations. (Analysts’ price target is $7.25)
IBI Group (IBG-T)
July 15, 2019
This stock can respond well to small improvements. This has turnaround potential. The low multiple can expand and earnings can grow. Long-term, it's a play on urbanization. They can build subway stations, and then land contracts to build condos and malls which always spring up around stations. (Analysts’ price target is $7.25)
Fabrice Taylor
Publisher, The President's Club Newsletter
Price
$5.200
Owned
Yes
TOP PICK
TOP PICK
July 15, 2019
A food distributor and a turnaround idea. They have over a billion in sales, an anomoly in this space. New management buys stock all the time. He owns a lot of this and see strong growth ahead. (Analysts’ price target is $0.65)
A food distributor and a turnaround idea. They have over a billion in sales, an anomoly in this space. New management buys stock all the time. He owns a lot of this and see strong growth ahead. (Analysts’ price target is $0.65)
Fabrice Taylor
Publisher, The President's Club Newsletter
Price
$1.010
Owned
Yes
TOP PICK
TOP PICK
July 15, 2019
Low interest rates and weaker non-US currencies will continue to drive gold. This holds the big Cnadaian gold stocks. It's time for gold to shine.
Low interest rates and weaker non-US currencies will continue to drive gold. This holds the big Cnadaian gold stocks. It's time for gold to shine.
John Zechner
Chairman, J. Zechner & Assoc
Price
$26.180
Owned
Yes
TOP PICK
TOP PICK
July 15, 2019
Nobody has better content than Disney: Star Wars, Pixar, Marvel. They cross-sell across movies, theme parks, TV, games and now streaming better than anyone else. A great growth stock. (Analysts’ price target is $153.13)
Walt Disney (DIS-N)
July 15, 2019
Nobody has better content than Disney: Star Wars, Pixar, Marvel. They cross-sell across movies, theme parks, TV, games and now streaming better than anyone else. A great growth stock. (Analysts’ price target is $153.13)
John Zechner
Chairman, J. Zechner & Assoc
Price
$145.060
Owned
Yes
TOP PICK
TOP PICK
July 15, 2019
Canadian oil stocks are finally seeing what the market wants from them: stop production growth, pay shareholders, buy back shares and pay down debt. Hopefully this translates into higher stock prices. We've seen a massive exodus of investment from this sector. Valuations are cheap enough. (Analysts’ price target is $3.59)
Canadian oil stocks are finally seeing what the market wants from them: stop production growth, pay shareholders, buy back shares and pay down debt. Hopefully this translates into higher stock prices. We've seen a massive exodus of investment from this sector. Valuations are cheap enough. (Analysts’ price target is $3.59)
John Zechner
Chairman, J. Zechner & Assoc
Price
$1.880
Owned
Yes
TOP PICK
TOP PICK
July 12, 2019

It's up 11% YTD, and has lagged TC Energy because of line 3 problems in the States. This will resolve itself eventually. Meanwhile, ENB has fixed its balanced sheet in the past year. It pays a 6.14% yield vs. 4% historic yield. (Analysts’ price target is $55.03)

Enbridge (ENB-T)
July 12, 2019

It's up 11% YTD, and has lagged TC Energy because of line 3 problems in the States. This will resolve itself eventually. Meanwhile, ENB has fixed its balanced sheet in the past year. It pays a 6.14% yield vs. 4% historic yield. (Analysts’ price target is $55.03)

Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$47.610
Owned
Yes
TOP PICK
TOP PICK
July 12, 2019
It trades at a good 10x earnings with fine growth ahead. They're particularly growing in Asia. They're serial dividend inceasers, currently paying 4.1%. (Analysts’ price target is $28.74)
It trades at a good 10x earnings with fine growth ahead. They're particularly growing in Asia. They're serial dividend inceasers, currently paying 4.1%. (Analysts’ price target is $28.74)
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$24.020
Owned
Yes
TOP PICK
TOP PICK
July 12, 2019
A pure growth story. It's been a stellar performer for him. Though it trades at over 30x earnings with pays only a 0.56% yield, you buy this for growth in the coming years. Visa is also in a tech ETF in the U.S. which helps the stock. (Analysts’ price target is $184.84)
Visa Inc. (V-N)
July 12, 2019
A pure growth story. It's been a stellar performer for him. Though it trades at over 30x earnings with pays only a 0.56% yield, you buy this for growth in the coming years. Visa is also in a tech ETF in the U.S. which helps the stock. (Analysts’ price target is $184.84)
Bruce Campbell (1)
President, Campbell and Lee InvMngmnt
Price
$180.330
Owned
Yes
TOP PICK
TOP PICK
July 12, 2019
Low volatility, well diversified, for tougher markets ahead. Very low risk. Yield is 2.42%.
Low volatility, well diversified, for tougher markets ahead. Very low risk. Yield is 2.42%.
David Cockfield
Managing Director, Northland Wealth Management
Price
$33.850
Owned
Yes
TOP PICK
TOP PICK
July 12, 2019
Diversified. More on the consumer side of the market, so not as exposed to the trade wars. Yield is 1.73%.
Diversified. More on the consumer side of the market, so not as exposed to the trade wars. Yield is 1.73%.
David Cockfield
Managing Director, Northland Wealth Management
Price
$37.050
Owned
Yes
TOP PICK
TOP PICK
July 12, 2019
A bit more risky. In EM, multiples and basic costs are significantly lower than in other areas. Some of these countries (such as Korea, Malaysia, Indonesia) are benefiting from the shift in production out of China. Yield is 2.71%.
A bit more risky. In EM, multiples and basic costs are significantly lower than in other areas. Some of these countries (such as Korea, Malaysia, Indonesia) are benefiting from the shift in production out of China. Yield is 2.71%.
David Cockfield
Managing Director, Northland Wealth Management
Price
$25.980
Owned
Yes
TOP PICK
TOP PICK
July 11, 2019
Fertilizer markets are oversupplied, so fertilizer prices remain low, though slowly recovering. NTR is expanding its retail network through small acqusitions across North America, but also Australia and South America. The latter reduces cyclicality risk in North America. (Analysts’ price target is $82.44)
Nutrien Ltd. (NTR-T)
July 11, 2019
Fertilizer markets are oversupplied, so fertilizer prices remain low, though slowly recovering. NTR is expanding its retail network through small acqusitions across North America, but also Australia and South America. The latter reduces cyclicality risk in North America. (Analysts’ price target is $82.44)
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$65.360
Owned
Yes
TOP PICK
TOP PICK
July 11, 2019
Trades at 10.4 x earnings and poised to continue to outperform the TSX. (Analysts’ price target is $83.29)
Trades at 10.4 x earnings and poised to continue to outperform the TSX. (Analysts’ price target is $83.29)
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$76.760
Owned
Yes
TOP PICK
TOP PICK
July 11, 2019
Pays a 4.2% dividend and trades at 1.1x book value, lower than other Canadian lifecos and MFC's own historic average. The new CEO is making steady progress in freeing up regulatory capital, accelerating growth in some segments, being more expense-efficient and pushing digial engagement with customers. (Analysts’ price target is $28.74)
Pays a 4.2% dividend and trades at 1.1x book value, lower than other Canadian lifecos and MFC's own historic average. The new CEO is making steady progress in freeing up regulatory capital, accelerating growth in some segments, being more expense-efficient and pushing digial engagement with customers. (Analysts’ price target is $28.74)
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$23.990
Owned
Yes
TOP PICK
TOP PICK
July 11, 2019
Likes the golds, and likes this one. (Analysts’ price target is $42.76)
Likes the golds, and likes this one. (Analysts’ price target is $42.76)
Ross Healy
Chairman, Strategic Analysis Corp
Price
$39.040
Owned
Yes
TOP PICK
TOP PICK
July 11, 2019
Refiner, terrific yield. Stock's done well. High FMV. In the States, where there's better energy demand. Also defensive. He's trying to be partially aggressive, partially defensive. Yield is 4.26%. (Analysts’ price target is $103.56)
Refiner, terrific yield. Stock's done well. High FMV. In the States, where there's better energy demand. Also defensive. He's trying to be partially aggressive, partially defensive. Yield is 4.26%. (Analysts’ price target is $103.56)
Ross Healy
Chairman, Strategic Analysis Corp
Price
$84.430
Owned
Yes
TOP PICK
TOP PICK
July 11, 2019
As cheap a financial as you can find. Nice yield. Earnings are actually rising. Problems with the hedge fund are in the past. Yield is 4.16%. (Analysts’ price target is $28.74)
As cheap a financial as you can find. Nice yield. Earnings are actually rising. Problems with the hedge fund are in the past. Yield is 4.16%. (Analysts’ price target is $28.74)
Ross Healy
Chairman, Strategic Analysis Corp
Price
$23.990
Owned
Yes
TOP PICK
TOP PICK
July 10, 2019
About 40% of the portfolio is in specialized REITs, which includes more defensive data centres. Yield 3.22%
About 40% of the portfolio is in specialized REITs, which includes more defensive data centres. Yield 3.22%
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
July 10, 2019
A great basked of fintechs. A fantastic position for them for some time. About 50% of transactions in developed nations are still done with cash -- a lot of room for growth. Yield 0.48%
A great basked of fintechs. A fantastic position for them for some time. About 50% of transactions in developed nations are still done with cash -- a lot of room for growth. Yield 0.48%
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$48.160
Owned
Yes
TOP PICK
TOP PICK
July 10, 2019
More defensive that holds healthcare, insurance and financial services. European growth is stronger than the US at the moment. With the economy being close to the end of the long bull cycle this makes sense. The chart is very steady eddy and is exposed to the swiss franc instead of the euro. Yield 2.02%
More defensive that holds healthcare, insurance and financial services. European growth is stronger than the US at the moment. With the economy being close to the end of the long bull cycle this makes sense. The chart is very steady eddy and is exposed to the swiss franc instead of the euro. Yield 2.02%
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$37.190
Owned
Yes
TOP PICK
TOP PICK
July 10, 2019
The largest grocery retailer nationally. It is a nice consumer name. It is not unreasonably priced at 16 times forward earnings. They have scale, great locations and loyalty program, and they have their digital initiatives. (Analysts’ price target is $72.10)
The largest grocery retailer nationally. It is a nice consumer name. It is not unreasonably priced at 16 times forward earnings. They have scale, great locations and loyalty program, and they have their digital initiatives. (Analysts’ price target is $72.10)
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$67.310
Owned
Yes
TOP PICK
TOP PICK
July 10, 2019
It has not participated in this rebound. 11 times earnings and 3% yield. They are number 1 in retail deposits. They feel they can expand and grow their share by targeting high net worth individuals. (Analysts’ price target is $118.44)
It has not participated in this rebound. 11 times earnings and 3% yield. They are number 1 in retail deposits. They feel they can expand and grow their share by targeting high net worth individuals. (Analysts’ price target is $118.44)
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$113.020
Owned
Yes
TOP PICK
TOP PICK
July 10, 2019
They are spinning off OTIS and Carrier. They aircraft engine business will have a new engine next year for A320s and F35s. The share price has been held back somewhat. She likes their business model. (Analysts’ price target is $152.41)
They are spinning off OTIS and Carrier. They aircraft engine business will have a new engine next year for A320s and F35s. The share price has been held back somewhat. She likes their business model. (Analysts’ price target is $152.41)
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$130.450
Owned
Yes
TOP PICK
TOP PICK
July 9, 2019
The only holder of cold warehouses. Temperature controlled for storage close to consumers. The value will continue to grow as investors understand their strong hold in the market. Yield 2.33% (Analysts’ price target is $36.07)
The only holder of cold warehouses. Temperature controlled for storage close to consumers. The value will continue to grow as investors understand their strong hold in the market. Yield 2.33% (Analysts’ price target is $36.07)
Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$34.510
Owned
Yes
TOP PICK
TOP PICK
July 9, 2019
They repurpose real estate in high return markets. They have done this will deleveraging their balance sheet. One of the few international REITs in Canada. A pullback in stock price makes this a good time to enter. Yield 3.3% (Analysts’ price target is $51.58)
They repurpose real estate in high return markets. They have done this will deleveraging their balance sheet. One of the few international REITs in Canada. A pullback in stock price makes this a good time to enter. Yield 3.3% (Analysts’ price target is $51.58)
Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$48.500
Owned
Yes
TOP PICK
TOP PICK
July 9, 2019
A new management team is working with a great balance sheet. They raised equity to keep the balance sheet in good shape. There should be good capital appreciation and cash flow growth going forward. Yield 4.55% (Analysts’ price target is $67.44)
A new management team is working with a great balance sheet. They raised equity to keep the balance sheet in good shape. There should be good capital appreciation and cash flow growth going forward. Yield 4.55% (Analysts’ price target is $67.44)
Joshua Varghese
Portfolio manager, Signature Global Asset Management, CI Investments
Price
$61.880
Owned
Yes
TOP PICK
TOP PICK
July 9, 2019
He looks for a stock that's in a rough moment and this one is. It's testing its 100-week moving average of $47.75 and it closed right at it. This is super volatile. It's tested a shoulder, bounced back a little, and is now testing an important part. It's collapsed from $60. $50 is the first stop of some sort and momentum could carry this to the mid-$50's. (Analysts’ price target is $52.24)