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Recent Top Picks Table


Signal Opinion Expert

2017-11-17

TOP PICK
Altagas Ltd (ALA-T)

Hoping to close a huge US utility acquisition. Chart shows a bit of base at around $27. The recent earnings report was really good. Raised their dividend which laid the concerns about the acquisition being dilutive. Although not a pure energy play, you are getting exposure to gas, you are going to get exposure to other parts of their business. Expects it could reach $35. Dividend yield of 7.5%. (Analysts’ price target is $33.50.)

oil/gas
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $29.010
Owned: Yes

2017-11-17

TOP PICK
Bombardier Inc (B) (BBD.B-T)

There is an amazing saga of the great bully Boeing (BA-N) trying to crush the situation, but it appears to have reversed on them somewhat. Great technology. Everybody is bored stiff with the delays on this brilliant plane. Now you have the great strength of the Airbus to carry on through. Thinks you are going to see deal after deal on the world stage. (Analysts’ price target is $3.50.)

transportation equip & components
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $3.100
Owned: Yes

2017-11-17

TOP PICK
Hudson Bay Co. (HBC-T)

Richard Baker is regarded as the best man in the ghastly department store sector. Had a meeting about a month ago and it was intriguing to hear him talk. He is very creative, and expected to create more things. Dividend yield of 0.4%. (Analysts’ price target is $13.75.)

department stores
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $11.290
Owned: No

2017-11-17

TOP PICK
iShares Nasdaq BioTech ETF (IBB-Q)

When looking at sector rotation, biotech technology to a certain degree, is sort of in the middle. The strong rotation we’ve seen has been in industrials, energy and financials, but healthcare is sort of in the middle. This is at a good level to step in. Not for the faint of heart.

E.T.F.'s
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $311.210
Owned: Yes

2017-11-17

TOP PICK
Pretium Resources (PVG-T)

One of the greatest recent gold mines in the last year or 2. They have solved all the problems on the West Coast and they are in production. An excellent buy for someone. (Analysts’ price target is $19.00.)

Mining
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $14.060
Owned: No

2017-11-17

TOP PICK
iShares S&P/TSX Gb Base Metals (XBM-T)

If we see rising interest rates, this is going to participate. What strikes him as a technician is that there is a nice bottoming process. If it gets above $13.80, that is pretty substantive. If there was a sustained move above that amount that encapsulates all the action in 2015-2017, he would be looking well into the $20 as a target. There are dwindling supplies, no new mines and all these infrastructure plays. Has a really good tailwind.

E.T.F.'s
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $12.890
Owned: Yes

2017-11-16

TOP PICK
Anthem Inc (ANTM-N)

A free cash flow machine. Have retired 58% of their outstanding shares in the last decade. The #2 managed care organization, health insurer, in the US. Dividend yield of 1.3%. (Analysts’ price target is $226.)

medical services
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $220.890
Owned: Yes

2017-11-16

TOP PICK
Canwel Building Materials Ltd. (CWX-T)

The CEO is superb.  They are making some acquisitions in the US in hot markets.  He likes the outlook.  It is a place to park some money.  Not a bad investment and dividend in a toppy market.  There is commodity risk and weather risk in it, however.  (Analysts’ target: $7.50).

wholesale distributors
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $6.810
Owned: Yes

2017-11-16

TOP PICK
Freehold Royalties (FRU-T)

This operates in the capital-intensive business of oil and gas but, because they are a royalty company, their capital intensive is extremely low. They have the lowest operating cost in the industry. Has a 6% free cash flow yield. Dividend yield of 3.9%, which he expects to be increased again next year. (Analysts’ price target is $17.75.)

oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $15.090
Owned: Yes

2017-11-16

TOP PICK
goeasy (GSY-T)

Leasing furniture and sub-prime lending it is more economically sensitive than a bank.  They just raised a large amount of money.  Whenever they make a loan they grow their earnings.  Their loan book should grow and so should their earnings.  A very well run company and a cheap stock at 11 times earrings.  You might get a larger multiple.  (Analysts’ target: $39.00).

merchandising/lodging
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $33.230
Owned: Yes

2017-11-16

TOP PICK
Microsoft (MSFT-Q)

He likes companies that produce a lot of free cash flow, because it generates a lot of shareholder wealth. This is the world’s largest software company, and they generate increasing streams of revenue and free cash flow. Trades at about a 6% free cash flow yield. Has recently started to accelerate their business as they’ve accelerated their web business. Dividend yield of 2%. (Analysts’ price target is $92.)

computer software/processing
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $83.200
Owned: Yes

2017-11-16

TOP PICK
Rocky Mountain Dealerships (RME-T)

They had trouble a few years ago and sorted them out.  They have a dividend as well.  The industry is solid and stable and the company has turned around, solving their problems.  He thinks there is upside to come.  (Analysts’ target: $14.00).

Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $12.900
Owned: Yes

2017-11-15

TOP PICK
C & J Energy Services (CJ-N)

A US pressure pumper with ancillary services trading at about 4.5X next year’s EBITDA. The frac market in the US is tight, and will remain tight throughout all of next year. These companies will be able to push through more price increases. A good way to gain exposure to US pressure pumpers. (Analysts’ price target is $39.)

Energy Infrastructure, Industrials & Utilities
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $29.350
Owned: Yes

2017-11-15

TOP PICK
Metro Inc (A) (MRU-T)

Produces about 3% free cash flow yield, which translates into $287 million worth of free cash flow over the last 12 months. Trades at 0.9 Enterprise Value to Trailing Sales, versus 6% year-over-year sales growth, so the EV to sales to sales growth is .15 which is a C+ compared to the database. Dividend yield of 1.6%. (Analysts’ price target is $46.)

food stores
Robert McWhirter

President, Selective Asset Management

Price: $41.550
Owned: Yes

2017-11-15

TOP PICK
Rocky Mountain Dealerships (RME-T)

Basically sells and leases agricultural and industrial equipment, particularly in Western Canada. Their next report will be March 2018, and earnings are expected to grow by 69%. 3.7% yield and 35% payout. Dividend yield of 3.7%. (Analysts’ price target is $14.)

Robert McWhirter

President, Selective Asset Management

Price: $12.400
Owned: No

2017-11-15

TOP PICK
Russel Metals (RUS-T)

The company’s energy side is getting traction. Earnings are expected on Feb 15 and expected to more than triple. Free cash flow grew 108%. 5.7% dividend yield. (Analysts’ price target is $32.38.)

steel
Robert McWhirter

President, Selective Asset Management

Price: $28.010
Owned: Yes

2017-11-15

TOP PICK
Source Energy Services Ltd (SHLE-T)

A provider of sand, but thinks of them more as a logistics company. That’s their competitive edge. Very strong barriers to entry. They are fully integrated from the mine right to the well site. Looking at the frac sand dynamics in Canada, Canadian companies are lower down in the learning curve in their adoption of using more and more sand on a per well basis. The dynamic for sand, where you have got our sand market probably growing by 50% a year, this company has 60% market in Canada. (Analysts’ price target is $14.)

Energy
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $9.580
Owned: Yes

2017-11-15

TOP PICK
Trican Well Service Ltd. (TCW-T)

This gives you pure Canadian exposure in a market that is undersupplied. In their conference call, they said they had visibility through to break up, which would be Q2. All their equipment is spoken for through all 2018. 

oil/gas field services
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $4.560
Owned: Yes

2017-11-14

TOP PICK
Avigilon Corp (AVO-T)

Video surveillance technology. Just announced they are going to be launching a sort of software service product, and the market loves recurring revenues. Too early to get excited about that, but it’s interesting. They’ve had communication issues with the market in the past, which is what led to a lot of the downdraft. However, they’ve shifted strategies and are now focused on profitability. The last 2 quarters beat earnings estimates by 50% and just shy of 40%. Has a lot of cash on the balance sheet with the sale of a Vancouver property that is just going through now. (Analysts’ price target is $22.75.)

INDUSTRIAL PRODUCTS
Ryan Modesto

Managing Partner, 5i Research

Price: $19.840
Owned: No

2017-11-14

TOP PICK
BCE Inc. (BCE-T)

In Canada, more than half your total return comes from dividends. The government has been kind enough to give us a tax break on dividends. In this high tax era, we should take advantage. The company is growing their wireless business and we are all using more data all the time. We are going to be using a lot more data when we all have autonomous cars. Dividend yield of 4.7%. (Analysts’ price target is $62.)

telephone utilities
David Baskin

President, Baskin Wealth Management

Price: $61.560
Owned: Yes

2017-11-14

TOP PICK
Brookfield Infrastucture Partners (BIP.UN-T)

Of all the Brookfield spinoffs, this has been one of the best. It has all kinds of infrastructures such as utilities, timber, transportation, energy, communications, water. Funds from Operations is growing at 20% per year. This is the kind of stock everybody should own. Dividend yield of 4%. (Analysts’ price target is $47.)

INDUSTRIAL PRODUCTS
David Baskin

President, Baskin Wealth Management

Price: $55.740
Owned: Yes

2017-11-14

TOP PICK
General Motors Corporation (GM-N)

These companies are old, but are not stupid. This company has $6 billion of positive cash flow this year. Compare that to Tesla which has $4 billion of negative cash flow. General Motors has the capacity, the intelligence and the engineering. The stock is trading at a ridiculous PE multiple of 7X. They are finally making money in all their markets, including Europe for the first time in 20 years. Dividend yield of 3.5%. (Analysts’ price target is $48.)

Automotive
David Baskin

President, Baskin Wealth Management

Price: $43.000
Owned: Yes

2017-11-14

TOP PICK
Gluskin Sheff and Associates (GS-T)

A cheap company, valuation wise. They often pay special dividends. There were some litigation issues with the cofounders, but that’s behind them now. There is a new CEO coming on who has taken on a 2% position in the company, and thinks he is going to do some things to help move the share price. Dividend yield of 6.4%. (Analysts’ price target is $17.)

Financial Services
Ryan Modesto

Managing Partner, 5i Research

Price: $15.480
Owned: No

2017-11-14

TOP PICK
Kinaxis Inc (KXS-T)

Just lost a big customer in the far east, and the market got really concerned, but it really looks like it was a head fake. Their recent earnings growth is still there and they’re partnering with new customers who can help sell their products. This and Shopify (SHOP-T) are your 2 larger cap growth tech companies out there. Now that Shopify is seeing some issues, some attention may be turning back to this company. A volatile name, but if you can look out past a year, this company is going to do well for shareholders. (Analysts’ price target is $87.50.)

Ryan Modesto

Managing Partner, 5i Research

Price: $70.850
Owned: No

2017-11-13

TOP PICK
Chorus Aviation Inc (CHR-T)

Jazz is a really stable business.  Growth is through the aircraft leasing business that they have been expanding.  Getting back to the old highs are possible.  He is looking at buying it a while after the brake occurred and they have started to turn around.  (Analysts’ target: $10.50).

Transportation & Environmental Services
Brendan Caldwell

President, Caldwell Securities

Price: $9.590
Owned: Yes

2017-11-13

TOP PICK
Empire Company (A) (EMP.A-T)

This is a turnaround in the food business.  The acquisition was bad and they did not understand what they were getting.  They brought in new management with a new way of looking at it.  (Analysts’ target: $27.50).

food stores
Brendan Caldwell

President, Caldwell Securities

Price: $25.030
Owned: Yes

2017-11-13

TOP PICK
CGI Group (A) (GIB.A-T)

He likes value combined with momentum.  It is the strategy that works.  This is a leading Canadian IT company and there will be continuing demand for consulting services around the world.  Margins have been expanding There are more M&A opportunities as well.  (Analysts’ target: $74.00).

consulting
Brendan Caldwell

President, Caldwell Securities

Price: $67.420
Owned: Yes

2017-11-13

TOP PICK
Kroger Co. (KR-N)

This had a couple of issues. First there was food deflation, which tends to cause excess competition in the grocery sector. And then there was the Amazon purchase of Whole Foods. That took the company down from $30 to $20. This is selling at about 10X earnings, compared to Loblaw’s (L-T) selling at 17-18 times. Kroger has a little more debt, but own half their stores. The largest retailer in the US. Dividend yield of 2.3%. (Analysts’ price target is $23.)

food stores
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $22.140
Owned: Yes

2017-11-13

TOP PICK
Medtronic Inc (MDT-N)

This does stuff mainly related to cardiovascular, diabetes, spinal implants and a lot of neurology stuff. The stock has been bouncing between $90 and $75. Has 4%-5% earnings growth. Dividend yield of 2.3%. (Analysts’ price target is $90.)

biotechnology/pharmaceutical
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $79.200
Owned: Yes

2017-11-13

TOP PICK
Oracle (ORCL-N)

One of the great names in software. Largely database and largely financial institutions. The US banks in the last 10 years have been fixing themselves. Oracle is moving to the Cloud, and he can see this moving into the $60 range. Dividend yield of 1.5%. (Analysts’ price target is $57.)

computer software/processing
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $49.400
Owned: Yes

2017-11-10

TOP PICK
Cineplex Inc (CGX-T)

Has lost altitude, partly because of Hollywood’s bad products. Is the decline in attendance systemic or cyclical? She thinks it is cyclical. They’ve put in initiatives to diversify away from the box office, including growing its digital media business, eSports franchise, and opening Rec Room restaurants. Dividend yield of 4.7%. (Analysts’ price target is $44.50.)

other services
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $36.500
Owned: Yes

2017-11-10

TOP PICK
CGI Group (A) (GIB.A-T)

About half their revenue comes from outsourcing on long-term contracts, which are reoccurring, and the other half is systems integration consulting contracts. They are well positioned on the technology trends, with everybody having to develop a digital platform and automate processes for artificial intelligence. Companies are having to look at their legacy technology systems, and upgrade to make them more digital, online. When you do that, you are inviting customers and the world onto your website, which means cyber Security is another issue. This company has solutions to address all these metrics. Very global with about 50% from Europe, 30% in the US and the balance in Canada and Asia. (Analysts’ price target is $74.)

consulting
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $67.650
Owned: Yes

2017-11-10

TOP PICK
Alphabet Inc. (A) (GOOGL-Q)

On their latest report, they grew revenues 24% year-over-year. A very large company, but still growing very, very smartly. They are starting to monetize a lot of their supplementary initiatives. YouTube is really taking hold, with 1.5 billion monthly users watching at least an hour or more. A very real streaming opportunity for people in the over-the-top world in competition for eyeballs. They also have Waymo, a self driving car initiative, which is going to be amazing. Google has long been reputed to be behind the curve on the Cloud. Just as last week, they did a joint venture with salesforce.com, which is going to make a difference. At 28X earnings, this is a good solid holding for the long-term. (Analysts’ price target is $1180.)

Business Services
Gordon Reid

President, GoodReid Investment Counsel

Price: $1044.150
Owned: Yes

2017-11-10

TOP PICK
Halliburton Co (HAL-N)

An oil service company. Along with the industry, they have come out of a trough that they hadn’t seen since the late 1980s. It was a very deep trough, and they are coming out of it. Their latest report was very upbeat. Rig counts are improving. They are gaining share internationally. Where just a week before, Schlumberger (SLB-N) had said their international business was suffering, this company came on and said “Ours isn’t”. Dividend yield of 1.6%. (Analysts’ price target is $54.)

oil/gas field services
Gordon Reid

President, GoodReid Investment Counsel

Price: $44.580
Owned: Yes

2017-11-10

TOP PICK
KB Home (KBH-N)

He is a heavy investor in homebuilders through his US small-cap portfolio. He has 5 homebuilders out of the 40 stocks that make up that portfolio. They’ve done extremely well this year on average, and the 5 of them have grown 55%. Dividend yield of 0.4%. (Analysts’ price target is $25.)

contractors
Gordon Reid

President, GoodReid Investment Counsel

Price: $28.110
Owned: Yes

2017-11-10

TOP PICK
Mondelez International (MDLZ-Q)

A global leading snacks company. 40% is in emerging markets. They are in chocolates, biscuits and candy. It has pulled back from prior years, because emerging markets economies have not been doing as well. Things are starting to improve. They have a program in place to improve margins and thinks the volume growth will start to improve. Dividend yield of 2.1%. (Analysts’ price target is $48.00.)

Consumer Products
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $41.950
Owned: Yes

2017-11-09

TOP PICK
Bellatrix Exploration Ltd. (BXE-T)

They put out results this morning.  They do 25% liquids.  They are trading significantly below book value.  This is a great story.  It would be tremendous to get it at the $3 level.  (Analysts’ target: $4.10).

oil/gas
Josef Schachter

President, Schachter Asset Management

Price: $3.250
Owned: No

2017-11-09

TOP PICK
Eurasian Minerals Inc. (EMX-X)

Probably the best collection of intellectual capital in the company of its market cap in the mining space. They are prospect generators, meaning that they use their technical and commercial acumen to stake big exploration ideas, and then bring in joint venture partners to develop them. There are over 200 properties in the portfolio, plus a royalty income that keeps the cash burn down. High quality people. The stock has sold off way, way too much.

precious metals
Rick Rule

Pres. & CEO, Sprott USA

Price: $0.920
Owned: Yes

2017-11-09

TOP PICK
Ivanhoe Mines (IVN-T)

4 world-class deposits. The best mining financier in this generation. 2 great partners, being the Chinese government and the Japanese government. What stands against it? South Africa and Congo. If you can take the political risks, and you want to be in this business, it’s a name you have to own. (Analysts’ price target is $5.70.)

Mining
Rick Rule

Pres. & CEO, Sprott USA

Price: $4.860
Owned: Yes

2017-11-09

TOP PICK
Sea Dragon Energy Inc. (SDX-X)

They have new production coming on in multiple countries.  There is attractive exploration potential.  They have no debt at all.  They have lots of cash on the balance sheet.  (Analysts’ target: $0.50).

oil/gas
Josef Schachter

President, Schachter Asset Management

Price: $0.920
Owned: Yes

2017-11-09

TOP PICK
Trinidad Drilling Ltd (TDG-T)

They have 70 rigs in Canada, 69 in the US and 11 in the middle east.  The company did very, very well in the quarter.  Under $1.50 after tax loss selling would be the time to buy it.  (Analysts’ target: $2.80).

oil/gas field services
Josef Schachter

President, Schachter Asset Management

Price: $1.660
Owned: No

2017-11-09

TOP PICK
Trek Mining Inc (TREK-X)

This is about to have a new name, Equinox Gold, which signals the appearance of Ross Beatty, a serially successful mining financier from Canada. This is not for the impatient, as it will take a while to build this company. (Analysts’ price target is $2.42.)

precious metals
Rick Rule

Pres. & CEO, Sprott USA

Price: $1.020
Owned: Yes

2017-11-08

TOP PICK
Bewhere Holdings Inc (BEW-X)

In asset tracking. Started off with Bluetooth tracking where they would attach the device to something, and via Bluetooth, it would tell you where your asset was. Now they’ve moved into Low Power Wide Area Network, so basically a cellular chip, like a Sim card, which you are going to plug in. This expands the whole territory of where it can be monitored and where it can be monitored from. Cellular companies in the US are super excited about this, because everyone has cell phones. They can basically add a lot of new subscribers by basically charging $3, $4, $5 a month to track a shipping container, jackhammer, etc. They've signed deals with Bell and Wall Way out of the US, and are testing now with the big US carriers. This is just the start of where they are going to start ramping up.

Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $0.470
Owned: Yes

2017-11-08

TOP PICK
Keysight Technologies Inc. (KEYS-N)

This does both hardware and software that allows other companies to test and design electronic components. The world is becoming more and more technology and electronic component intensive. Often you get companies that don't feel the love in terms of capital allocation priorities or management time. This kind of stagnated for a while. 5G and electric vehicles are a big trend and are kind of getting into software. Between the 3 of them, she expects this to do pretty well. (Analysts' price target is $50.)

Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment Management

Price: $45.390
Owned: Yes

2017-11-08

TOP PICK
LCI Industries (LCII-N)

RVs are not just for the elderly anymore, it's millennials who are loving RVs now. There is a lot of end demand. They’ve done a really good job of expanding their total adjustable markets, essentially the revenue size of the market. They’ve identified another $4 billion or so of a $2+ billion base, which enables them to really grow in value. There are a lot of positive things with this. Being a leader and an innovation leader, it has the ability to move higher. Dividend yield of 1.9%. (Analysts' price target is $130.)

Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment Management

Price: $115.750
Owned: Yes

2017-11-08

TOP PICK
Reliq Health Techniques (RHT-X)

Has a monitoring software that ties into a number of different hardware units. For someone sent home from the hospital, it has the ability to monitor from the home. They have an Alexa type, voice activated monitoring system to remind them to follow procedures. This data is transmitted back to the healthcare team or the family in real time, so they know how your health is doing all the time. It’s supposed to cut down on readmissions. As opposed to selling units to every individual, the company has gone to the health authorities and they basically sell on a long-term contract. Have targeted the US to start with. They are in the process where they are starting to ramp up and hope to be cash flow positive in early 2018. Has a $55 million market cap right now, so there is tons of room to run.

computer parts mnfctr
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $0.600
Owned: Yes

2017-11-08

TOP PICK
StorageVault Canada (SVI-X)

The only public company in this space in Canada, so they've been consolidating a fairly fragmented business. Have been growing organically and by acquisition. Did a big deal in May, and then financed this summer, and the stock has been sort of treading water since. You are probably going to see earnings ramping up, as they have integrated that acquisition and increased some of their revenue. It’s becoming more difficult to put these big storage units into places and, as a result they can charge higher and higher rates. Dividend yield of 0.5%. (Analysts' price target is $3.08.)

Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $2.240
Owned: Yes

2017-11-08

TOP PICK
Tyson Foods Inc. (TSN-N)

This is thought of as the chicken giant, but they’re also big in pork and beef. They are going through a transformation that started a number of years ago where they are moving up the value chain where people want food on the go. Doing a good job of putting products into convenience stores, etc. She is expecting them to just continue on with their plan which will result in a higher share price. (Analysts' price target is $80.)

food processing
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment Management

Price: $74.000
Owned: Yes

2017-11-07

TOP PICK
Ag Growth International Inc (AFN-T)

This used to sell augers to farmers, and now it has broadened its business into infrastructure. It sells silos, drying facilities, etc. On top of cyclical businesses which is selling into the farmers, it is now an infrastructure business growing globally. Dividend yield of 4.7%. (Analysts' price target is $66.)

machinery
Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $50.710
Owned: Yes

2017-11-07

TOP PICK
Becton Dickinson (BDX-N)

A healthcare name in devices. They have the Bard C R (BCR-N) acquisition that should close before the end of the year, which will give them a mid-single digit accretion and nice cost synergies. They are in the devices space, where capital spending worldwide is strong and growing. They are good about using dividends to return capital to shareholders. Dividend yield of 1.3%. (Analysts' price target is $234.50.)

biotechnology/pharmaceutical
Cameron Hurst

Chief Investment Officer, Equium Capital Management

Price: $221.270
Owned: Yes

2017-11-07

TOP PICK
Brookfield Infrastucture Partners (BIP.UN-T)

We have aging infrastructure globally, and a lot of governments will probably have to sell existing assets to be able to finance new assets. That puts attractive assets into the pool. This is one of the few companies with access to a lot of capital. The company has expanded geographically and have acquired expertise, so their assets now are much more broadly located, such as in Asia and India. She likes the geographic mix for a Canadian company. (Analysts' price target is $47.)

INDUSTRIAL PRODUCTS
Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $55.270
Owned: Yes

2017-11-07

TOP PICK
Descartes (DSG-T)

One of her favourite Canadian technology stocks. This grows organically and by acquisition, and through e-commerce.

computer software/processing
Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $37.480
Owned: Yes

2017-11-07

TOP PICK
DowDuPont Inc. (DWDP-N)

The synergies out of this merger could be conservative as a $3 billion target. This is not a simple story. These are 2 dominant companies that are being pieced together, which makes a lot of sense. You have synergies, base metals have performed well and chemical names will benefit from strong industrial growth. Dividend yield of 2.2%. (Analysts' price target is $80.00.)

chemicals
Cameron Hurst

Chief Investment Officer, Equium Capital Management

Price: $71.140
Owned: Yes

2017-11-07

TOP PICK
ETrade Financial Corp. (ETFC-Q)

He likes the market. There are no recession risks on the horizon. Expects the Fed is going to be prudent and cautious. He knows we are going to have stable to higher rates with the Fed. This is all good for something like an E*TRADE. Feels they have a lot of structural tailwinds going for them now. They've cleaned up the portfolio and have nice interest rate sensitivity. The group as a whole makes a lot of sense. (Analysts' price target is $49.00.)

investment companies/funds
Cameron Hurst

Chief Investment Officer, Equium Capital Management

Price: $43.620
Owned: Yes

2017-11-06

TOP PICK
Delta Air Lines Inc (DAL-N)

The stock took a hit.  She likes it because she is seeing better cash flow than their peers.  They really have some exceptional free cash flow yields.  They are able to increase their margins.  (Analysts’ target: $63.00).

Transportation
Erin Gibbs

V.P., S&P Global Market Intelligence

Price: $50.570
Owned: Yes

2017-11-06

TOP PICK
Alphabet Inc (C) (GOOG-Q)

This one is a long-term hold. This and Facebook (FB-Q) own mobile advertising. They have the whole data management and derivative side. The android operating system, which they give away, runs over 60% of the world's mobile devices. That's a huge monetization value.  (Analysts' Price Target is $1,100.00.)

Business Services
John Zechner

Chairman, J. Zechner & Assoc

Price: $1025.900
Owned: Yes

2017-11-06

TOP PICK
Hudson Bay Co. (HBC-T)

This is basically about the real estate. A controversial call, as the company is bleeding cash and they have high debt, so why would you own it. Their land and buildings are going to start to push the button a little, to get the difference between what it is trading at and what the real estate value is. Dividend yield of 0.4%. (Analysts' price target is $13.75.)

department stores
John Zechner

Chairman, J. Zechner & Assoc

Price: $11.950
Owned: Yes

2017-11-06

TOP PICK
Trinidad Drilling Ltd (TDG-T)

Drillers are cheap. You don't have to be a Bull on oil. They are trading at about 30% of replacement value. This company has shifted a lot of their rigs to the US. They are starting to generate more free cash flow. Thinks there is a lot of upside to the whole sector. (Analysts' Price Target is $2.78.)

oil/gas field services
John Zechner

Chairman, J. Zechner & Assoc

Price: $1.800
Owned: Yes

2017-11-06

TOP PICK
Ulta Salon Cosmetics and Fragrance Inc. (ULTA-Q)

They have their own line of beauty products.  They also have solon services within the store so they are creating an experience to attract the buyer into the store.  It is a unique play within the consumer space.  (Analysts’ target: $253.50).

Consumer Products
Erin Gibbs

V.P., S&P Global Market Intelligence

Price: $201.330
Owned: Yes

2017-11-06

TOP PICK
Vulcan Materials Co. (VMC-N)

She likes materials as a sector because they have one of the highest earnings projections for next year and this company has a lot of highway projects where the government is spending a lot of money and it could go two or three years out.  (Analysts’ target: $141.50).

cement/concrete
Erin Gibbs

V.P., S&P Global Market Intelligence

Price: $124.610
Owned: Yes

2017-11-03

TOP PICK
Alacer Gold Corp (ASR-T)

Has 2 major knocks against it. Based in Turkey and has about $120 million in debt. They’re expanding their copper play and making money. The balance sheet is going to get murkier, but they are coming in on a mine expansion, on time and under budget. Feels it could triple from here. (Analysts' price target is $3.15.)

Mining
Benj Gallander

President, Contra the Heard Investment Letter

Price: $2.020
Owned: Yes

2017-11-03

TOP PICK
Cathedral Energy Services (CET-T)

A drilling company. Got absolutely hammered with oil/gas prices. Had paid $3.11, and it had dropped to about $0.35. Currently it’s around $1.50-$1.60, so it has come back nicely. Paid off all their debt. Made about $186,000 last quarter. Wilkes Brothers out of Texas have been buying a ton of stock. They bought into Trican Well Services (TCW-T), which has gone up like crazy. He is hopeful this might do the same. (Analysts' price target is $1.75.)

oil/gas field services
Benj Gallander

President, Contra the Heard Investment Letter

Price: $1.690
Owned: Yes

2017-11-03

TOP PICK
Restaurent Brands International (QSR-T)

A TSX answer to a Yum Brands or McDonald's. A play on global growth with excellent management. Trading at 33X earnings which is not cheap, but it never does get cheap. He is modelling 24% per share growth. 3 to 5 years out this could be double, and ultimately double again from there. Dividend yield of 1.2%. (Analysts’ Price Target is $74.50.)

food services
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $83.850
Owned: Yes

2017-11-03

TOP PICK
Quarterhill Inc (QTRH-T)

Still a patent troll. That’s all they did until towards the end of last year. Took over 2 companies, both in the Internet of Things, so their cash hoard went down from over $100 million, to about $45 million. It eventually went under his "Buy-in" price, but since then they’ve been going like gangbusters. Last year, for the full year, revenues were $93 million. Last quarter, revenues were $19 million. Announced revenues for this quarter are going to be $73-$83 million. Dividend yield of 2.1%. (Analysts' price target is $3.)

electrical/electronic
Benj Gallander

President, Contra the Heard Investment Letter

Price: $2.490
Owned: Yes

2017-11-03

TOP PICK
Telus Corp (T-T)

Has underperformed its peers for the last 2 years. Trading at a bit of a PE discount because they have had rising Cap X, lower cash flow, concern about their dividend payout ratios. They've really been building out their fibre, but believes that is going to reach important milestones in 2018-2019 and CapX is going to start coming down. By mid-2018 they will have completed 50% of their targeted footprint. By the end of 2018 it will be 60%. This should lead to rising free cash flow and multiple expansion. Dividend yield of 4.2%. (Analysts’ Price Target is $48.50.)

telephone utilities
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $46.470
Owned: Yes

2017-11-03

TOP PICK
Thomson Reuters Corp (TRI-T)

Just pulled back because of near-term concerns on upcoming European regulations, but believes that will ultimately create a tailwind as clients need to adapt a system to manage these new regulations. Trading at a 4-year low. He models a 6% EPS growth. They have an active Buy-back. Good balance sheet. Dividend yield of 3.1%. (Analysts’ Price Target is $49.)

publishing/printing
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $56.890
Owned: Yes

2017-11-02

TOP PICK
Alimentation Couche-Tard (B) (ATD.B-T)

It has been going sideways.  There is a worry about electric cars damaging the business but they will have charging stations at their sites for sure.  It will take a long time before it is materially impacted. He feels there are catalysts to come.  (Analysts’ target: $72.00).

food stores
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $62.320
Owned: Yes

2017-11-02

TOP PICK
Bank of America (BAC-N)

A great story. Trading at 12X earnings. Thinks Book is going to be around 26 this year, a little bit above BV. The issue is very simple. They've cut costs, gotten rid of businesses in parts of the world they didn't want to be in, and are between #1 and #4 in investment banking. Trading at 1.1X Book, and feels it should trade at 1.5X. Expects a massive amount of cost cutting in the banks over the next 5-10 years, because technology is really catching up to the banking industry. Dividend yield of 1.7%. (Analysts' price target is $29.)

banks
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $27.870
Owned: Yes

2017-11-02

TOP PICK
Cenovus Energy (CVE-T)

A restructuring story, so will take some time. Has a new CEO coming in and will be cutting costs. Still has very good production. Expects the company to tick along. (Analysts' price target is $14.50.)

oil/gas
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $13.360
Owned: Yes

2017-11-02

TOP PICK
Kraft Heinz Company (KHC-Q)

This has languished lately. Trading at about 20X earnings. He likes this because 3G bought this deal with Warren Buffett. A couple of things are going to happen over the next little while. With all the cost cutting they've done recently, the benefits will show in 2018. Changes in product will also happen in 2018. Expects the cost structure will get a little better. Thinks that they might buy Mondelez (MDLZ-Q). Dividend yield of 3.2%. (Analysts' price target is $90.)

food processing
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $78.030
Owned: Yes

2017-11-02

TOP PICK
Manulife Financial (MFC-T)

He sees more upside (10-15%).  Be careful because they report the third quarter a week today and there will be some onetime charges that he knows about, not everyone in the market does.  There may be $0.50 downside and that would be when to buy it.  (Analysts’ target: $28.00).

insurance
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $26.520
Owned: Yes

2017-11-02

TOP PICK
SNC-Lavalin Group Inc. (SNC-T)

It was a messy beat this morning.  They have adjusted engineering and construction numbers.  They beat on margin.  The Highway 407 is ticking along fine.  They will have a 7% compound growth rate just from the 407.  (Analysts’ target: $67.00).

contractors
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $58.540
Owned: Yes

2017-11-01

TOP PICK
Emera Inc (EMA-T)

A defensive play. You have to be very careful on interest sensitive names, from a management portfolio perspective. This has the growth positioning to offset some of the interest sensitivity. He likes their dividend growth commitment of 8%-10% per year, which is reasonable and realistic. With their last acquisition, they are generating a large percentage of their revenue in the US. Dividend yield of 4.7%. (Analysts' Price target is $52.50.)

mngmnt/diversified
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $48.140
Owned: Yes

2017-11-01

TOP PICK
Intertek Group plc (ITRK-LON)

This is a group in Britain who do product inspection. Whether it is toys, clothes, food, anything that needs government regulation to inspect, has to get the stamp of approval from this company. They are selling more to their existing clients, but also getting new business. Projections are for 20% growth, both in earnings and dividends, and as a result, it has hit a new high today. (Analysts' price target is £4460.)

David Driscoll

President & CEO, Liberty International Investment Management Inc

Price: $0.010
Owned: Yes

2017-11-01

TOP PICK
Littelfuse Inc. (LFUS-Q)

Engineers that makes fuses and sensors. We are in the electrification of automobiles and smart phones. You can't turn on your smart phone without a fuse, and you can't turn on your car without a fuse. Over the next 20 years, their growth in the electrification of cars is expected to grow by about 30%. Made an acquisition about 4 months ago, which increased their size by about a 3rd. Earnings came out a penny short, and the stock went down $20, so this is a gift. Dividend yield of 0.7%. (Analysts' price target is $200.)

INDUSTRIAL PRODUCTS
David Driscoll

President & CEO, Liberty International Investment Management Inc

Price: $188.440
Owned: Yes

2017-11-01

TOP PICK
New Flyer Industries Inc. (NFI-T)

Hard to find deep value, so some names in his portfolio are going to be more of a "growth at a reasonable price", which is what this company is. Increasing infrastructure spending and aging urban bus fleets, means more contracts. Not cheap, but he likes the growth trajectory. They are in bus manufacturing and parts distributing, and have a healthy exposure in the US. Dividend yield of 2.4%. (Analysts' Price target is $62.00.)

income trust
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $54.830
Owned: Yes

2017-11-01

TOP PICK
Rollins Inc (ROL-N)

Pest control. This company dominates the business. A very expensive stock trading at 50X earnings, and is trading at that premium because they are the only game in town. They have all of North and South America covered. Dividend yield of 1.1%. (Analysts' price target is $47.)

David Driscoll

President & CEO, Liberty International Investment Management Inc

Price: $43.700
Owned: Yes

2017-11-01

TOP PICK
Ruth's Hospitality Group (RUTH-Q)

A steakhouse group. The name of the game here is all about execution. This has been around for a long time, but only have 160 locations. Low debt and strong cash flows means they are well positioned for store growth. Have not tried to grow the fastest, allowing them to give shareholders a nice mix of high return on investments and stable cash flows. Have done a great job of reinvesting in the brand and remaining relevant. Has a history of raising their dividend, 25% last year. Dividend yield of 1.7%. (Analysts' Price target is $21.50.)

Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $20.500
Owned: Yes

2017-10-31

TOP PICK
Fairfax Financial (FFH-T)

Has been watching this for a very long time. He likes Prem Watsa and the company, but Prem was doing some goofy things with hedging, etc. and it showed in the stock price. He just bought this and thinks there is a lot more room to go. Prem has got back to the basics of investing, and he thinks this is going right back to the top of its trading range of around $750. (Analysts' price target is $699.16.)

insurance
Keith Richards

Portfolio Manager, ValueTrend Wealth Management

Price: $679.410
Owned: Yes

2017-10-31

TOP PICK
HSBC Holdings (HSBA-LSE)

A play for investors that can be bought as an ADR and doesn't have to be bought in Europe. It gets you that synchronized global growth that is happening. Gets you into Europe, North America, South America and, more importantly, Asia. He sees growth in earnings coming from all those areas. Dividend yield of 5.3%. (Analysts' price target is £720.78.)

Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital Corporation

Price: $0.000
Owned: Yes

2017-10-31

TOP PICK
Royal Dutch Shell PLC (B) (RDS.B-N)

With Brent at $60, it is fabulous for this company. They are starting to break out. Feels that Brent doesn't have much room to grow, being in the $55-$60 range, but what we are seeing right now in crude prices solidifies their dividend. A good safe way to play the global energy market, because it is both upstream and downstream. Dividend yield of 6.2%. (Analysts' price target £2,500.00.)

Energy
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital Corporation

Price: $65.360
Owned: Yes

2017-10-31

TOP PICK
Roche Holding AG (RHHBY OTC (US))

A Swiss company. Has been a laggard this year, and pulled back recently. Have some interesting drugs for multiple sclerosis, immunology on cancer. Trades 15%-20% cheaper than the rest of the pharmas. Dividend yield of 3.6%.  (Analysts' price target is CHF 261.00)

Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital Corporation

Price: $0.000
Owned: Yes

2017-10-31

TOP PICK
Vanguard FTSE Developed All Cap ex Nrth Amer Idx ETF. (VI-T)

He is very cautious, particularly on US markets, and is looking for answers in an overbought market. This buys developed nations that are not in North America, so hopefully they are a little less vulnerable to a correction.

E.T.F.'s
Keith Richards

Portfolio Manager, ValueTrend Wealth Management

Price: $29.120
Owned: Yes

2017-10-31

TOP PICK
BMO Low Volatility Cdn Eqty ETF (ZLB-T)

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.

E.T.F.'s
Keith Richards

Portfolio Manager, ValueTrend Wealth Management

Price: $30.700
Owned: Yes

2017-10-30

TOP PICK
Altagas Ltd (ALA-T)

Technicals are showing a really good risk/reward. Chart is showing it is running at a good level since mid-2015. If something happens below that level, you know you are missing some information that hasn't been released or, if it has been released and the market doesn't like it, you have to get out of the name. Dividend Yield of 7.6%. (Analysts' price target is $33.)

oil/gas
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $29.240
Owned: Yes

2017-10-30

TOP PICK
Athene Holding Ltd. (ATH-N)

It only went public last December.  It was owned by a company in the Netherlands.  They are now the largest in the US market.  They have no debt and no holding company debt.  It has 10 to 11 times earnings.  (Analysts’ target: $61.00).

Danesh Rohinton

Portfolio manager, Cambridge Global Asset Management

Price: $52.940
Owned: Yes

2017-10-30

TOP PICK
Auto Trader Group PLC. (AUTO-LN)

It is all online.  He likes it because it has a terrific brand but de-rated significantly due to BREXIT, consumer confidence and residual values of cars in the UK.  You can buy it at a price where it makes sense.  (Analysts’ target: 430 pounds).

Automotive
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Asset Management

Price: $0.000
Owned: Yes

2017-10-30

TOP PICK
Palo Alto Networks (PANW-N)

They have grown 50% a year.  Last year they had an execution issue and dropped their guidance.  He found they were growing too aggressively and it was irritating customers.  People didn’t understand this was the problem.  Over the last two quarters they have been beating expectations.  They are at 20% free cash flow growth now.  (Analysts’ target: $165.00).

Jordan McNamee

Portfolio Manager, Cambridge Global Asset Management

Price: $147.570
Owned: Yes

2017-10-30

TOP PICK
Royal Bank (RY-T)

You could own any of the banks. Sticking with a Royal or TD or any of the others, you are probably going to be pretty good. Thinks there is a little more upside and more safety in this bank. Expects it will be a few months down the road before there will be the impact of any rate increase. Dividend yield of 3.6%. (Analysts' price target is $101.)

banks
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $100.940
Owned: Yes

2017-10-30

TOP PICK
SPDR Materials ETF (XLB-N)

An ETF where you could look at any individual component, because they are big enough in the US that you are not walking into a landmine. Chart shows a nice break out earlier in the year, which was pretty positive. If you don't own individual names, then this is a good place to be. One of the strongest sectors in both Canada and the US for the next 6 months.

E.T.F.'s
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $58.840
Owned: Yes

2017-10-27

TOP PICK
United Parcel Services (UPS-N)

There is a really strong seasonal period for this company. Since 2000 to 2016 on average, it has underperformed the S&P 500 annually. However, in the small window from Oct 10 to Dec 8, it has averaged 8% and outperformed the S&P 500 88% of the time. You want to be in it before everybody else gets in, so you get in early. If you are into Short Selling, then you want to Short this from Dec 9 to March 1. Dividend yield of 2.8%. (Analysts’ price target is $125.)

Transportation
Brooke Thackray

President, Jov Investment Management

Price: $120.750
Owned: No

2017-10-27

TOP PICK
iShares S&P/TSX Capped Comp. ETF (XIC-T)

There are people concerned about Trump, NAFTA, real estate, etc. and have withdrawn form the market and are sitting on cash. He has come up with suggestions that are relatively safe and represent a broad diversification in relatively safe areas. With this, you are going into a broad market. If the TSX does break out, this stock will match that performance. It gives you good diversification.

E.T.F.'s
David Cockfield

Managing Director, Northland Wealth Management

Price: $25.270
Owned: Yes

2017-10-27

TOP PICK
SPDR Technology ETF (XLK-N)

Chart shows a strong upward trend from the beginning of 2016. There is a seasonal period for technology, from October to mid January. This sector is leading the market, so you want to stay with some of the leaders, especially during the seasonal period.

E.T.F.'s
Brooke Thackray

President, Jov Investment Management

Price: $62.540
Owned: Yes

2017-10-27

TOP PICK
BMO Equal Weight Bank ETF (ZEB-T)

This is a seasonal period for the banks. In the past, when there has been a run-up and outperformance in the market in the summer, it has actually peaked in December. If you see a strong bounce and outperformance in Sept/Oct and Nov, earnings have to be really good. Investors want to be there for Q4 earnings, because that is where most stock splits and dividend increases occur. If there is a little bit of weakness, even on good earnings, that might be a time to lighten up.

E.T.F.'s
Brooke Thackray

President, Jov Investment Management

Price: $29.240
Owned: No

2017-10-27

TOP PICK
BMO MSCI Europe High Quality (ZEQ-T)

There are people concerned about Trump, NAFTA, real estate, etc. and have withdrawn form the market and are sitting on cash. He has come up with suggestions that are relatively safe and represent a broad diversification in relatively safe areas. This represents participation in high quality securities in the European market. One concern he had is that a good chunk of this portfolio is in the UK, and BREXIT has been a problem. Has come to the conclusion that BREXIT probably won’t happen. If so, this ETF will do quite well.

E.T.F.'s
David Cockfield

Managing Director, Northland Wealth Management

Price: $20.480
Owned: Yes

2017-10-27

TOP PICK
BMO Low Volatility Cdn Eqty ETF (ZLB-T)

There are people concerned about Trump, NAFTA, real estate, etc. and have withdrawn form the market and are sitting on cash. He has come up with suggestions that are relatively safe and represent a broad diversification in relatively safe areas. This one is a low volatility Cdn equity ETF. The stocks in this are relatively secure and not very volatile. If the market sells off, this will probably outperform the market.

E.T.F.'s
David Cockfield

Managing Director, Northland Wealth Management

Price: $30.670
Owned: Yes

2017-10-26

TOP PICK
Cisco (CSCO-Q)

A cheap technology stock. Cheap from the point of view of P/E ratio, cash flow, and is nowhere near its all-time high. They make networking systems equipment. Their customers are all the telephone companies of the world, mostly Europe and North America. The numbers have been terrific lately. They lost some business to competitors, but have some new products out. Dividend yield of 3.38%. (Analysts’ price target is $36.) All 3 of his picks are below their all-time highs.

electrical/electronic
John Burke

CEO & CIO, Burke Financial Strategies

Price: $34.270
Owned: Yes

2017-10-26

TOP PICK
Greenspace Brands Inc (JTR-X)

It is a great business and one of the only publicly traded organic food companies. They have great distribution through L-T and EMP-T etc.  Organic brands are gaining more market share.  He thinks eventually they will be bought.  It has come off recently but not for any particular reason.  He is adding at these levels.  (Analysts’ target: $2.10).

food services
Colin Stewart

CEO & Portfolio manager, JC Clark Investments Ltd.

Price: $1.300
Owned: Yes

2017-10-26

TOP PICK
Leggett & Platt (LEG-N)

This makes equipment for furniture and carpet padding. Their 2 biggest customers are Ford (F-N) and Toyota (TM-N). They just announced earnings, and revenues were up 6%. Any time you get 6% top line growth, that is terrific. On top of that, they announced that they increased their dividend, which is the 47th year in a row they’ve increased the dividend. Dividend yield of 3.01%. (Analysts’ price target is $53.) All 3 of his picks are below their all-time highs.

INDUSTRIAL PRODUCTS
John Burke

CEO & CIO, Burke Financial Strategies

Price: $48.230
Owned: Yes

2017-10-26

TOP PICK
Newell Brands Inc (NWL-N)

(Used to be Rubbermaid.) They make Parker Pens, Waterman Pens, Sharpie Pens. They make a lot of different products that you can buy through a store or through e-commerce. Dividend yield of 2.28%. (Analysts’ price target is $56.) All 3 of his picks are below their all-time highs.

misc consumer products
John Burke

CEO & CIO, Burke Financial Strategies

Price: $40.400
Owned: Yes

2017-10-26

TOP PICK
Polaris Infrastructure (PIF-T)

They have a current geothermal facility in Nicaragua.  They pay a nice dividend and have a low payout ratio.  They have a low PE.  If they partially closed the valuation gap it would be $30 plus stock.  (Analysts’ target: $25.00).

INDUSTRIAL PRODUCTS
Colin Stewart

CEO & Portfolio manager, JC Clark Investments Ltd.

Price: $16.670
Owned: Yes

2017-10-26

TOP PICK
Tricon Capital Group (TCN-T)

A Canadian company that gives you great exposure to US real estate.  They buy up homes, renovate and rent them out.  The asset price is at least $12 a share.  If we continue to see US real estate price appreciation they will benefit from that.  (Analysts’ target: $13.63).

REAL ESTATE
Colin Stewart

CEO & Portfolio manager, JC Clark Investments Ltd.

Price: $10.810
Owned: Yes

2017-10-25

TOP PICK
Aecon Group Inc (ARE-T)

They are very well positioned to take advantage of more public infrastructure spending. They were looking at selling the company a while ago, but if it were to be sold, it would be closer to $20 than where it’s trading today.

contractors
Michael Sprung

President, Sprung Investment Management

Price: $16.520
Owned: Yes

2017-10-25

TOP PICK
Cara Operations Ltd. (CARA-T)

A conglomerate of restaurants that are milestones. This was in a downtrend, but had some decent earnings. Announced an acquisition of Pickle Barrel restaurants in Ontario and Québec. It seems the franchise options work and make money, so he is looking for 15%-20% upside from current levels. (Analysts’ price target is $27.)

food services
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $25.200
Owned: Yes

2017-10-25

TOP PICK
Exchange Income (EIF-T)

This has gotten beaten up over the last 6-12 months. A short seller report came out questioning what they need to spend on some of the CapX on their airlines, as well as if dividends are sustainable. The company came out with good earnings which solidified their dividends. The stock rebounded up to around $34-$35, but has now come back down to around the $30 mark for no rhyme or reason. (Analysts’ price target is $42.)

Transportation & Environmental Services
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $32.010
Owned: Yes

2017-10-25

TOP PICK
Pembina Pipeline Corp (PPL-T)

In the midstream gas space. Recently completed an acquisition of Veresen which has increased their capacity and increased their potential for future growth. Most of the pipelines have come down in the last couple of weeks. Expects there will be growth opportunities over the next few years. Dividend yield of over 5%. (Analysts’ price target is $50.)

pipelines
Cole Kachur

Senior Wealth Advisor, ScotiaWealth Management

Price: $40.720
Owned: Yes

2017-10-25

TOP PICK
Sun Life Financial Inc (SLF-T)

Generally in rising interest environments, insurance companies do pretty well. He also owns Manulife which has outperformed Sun Life in the last couple years, mainly due to the stumbles in their MFS subsidiary in the US. The situation with MFS should improve now and expects to see Asset Under Management increase. Not too concerned about fees contraction as he thinks this one has been doing a good job controlling costs. Expects to see much better results and growth coming from their Asian activities and a dividend increase soon.

insurance
Michael Sprung

President, Sprung Investment Management

Price: $50.440
Owned: Yes

2017-10-25

TOP PICK
Suncor Energy Inc (SU-T)

In the current environment you want to play safe, with good quality and long term assets. Has a very strong balance sheet and limited downside risk.

integrated oils
Michael Sprung

President, Sprung Investment Management

Price: $42.150
Owned: Unknown

2017-10-24

TOP PICK
Hoya Corporation (7741-JP)

The world’s low-cost producer of eyeglass lenses. They make them in Thailand and the Philippines. Also, one of the largest producers of endoscopes. Minimally invasive is where medicine is going. Had a business that was flat that was making hard disk platters. When you make them out of glass, you can put more into the casing, which increases capacity. They also make photo masks. (Analysts’ price target is ¥6289.)

Healthcare
David Fingold

VP and Portfolio Manager, Dynamic Funds

Price: $0.000
Owned: Yes

2017-10-24

TOP PICK
ConocoPhillips (COP-N)

2016 was the year management would like to forget. They were caught with their pants down when oil prices collapsed in Jan/Feb 2016, to the point where they had to cut their dividend. They went back to the drawing board. Had an analyst’s day at the end of 2016, where they said they were going to sell $5-$8 billion of assets in 2017. They sold over $13 billion of assets already, and have used that to repair the balance sheet. They’re buying back stock. Thinks they are positioning the company in a position of strength in an environment in the energy sector, which is going to continue to be volatile. Dividend yield of 2.1%. (Analysts’ price target is $53.)

integrated oils
John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Management

Price: $50.990
Owned: Yes

2017-10-24

TOP PICK
GlaxoSmithKline PLC (GSK-N)

Healthcare was the worst performing sector in the S&P 500 in 2016, but has been a strong performer this year, and this company has not followed suit. He likes that they have 3 very distinct businesses. One in HIV, one in vaccine, plus a consumer products business. The market is undervaluing all 3 businesses. If you were to break the company up into 3 separate distinct businesses, that would unlock significant shareholder value. Dividend yield of 5%. (Analysts’ price target is $45.)

biotechnology/pharmaceutical
John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Management

Price: $40.480
Owned: Yes

2017-10-24

TOP PICK
Keysight Technologies Inc. (KEYS-N)

Makes electronic test equipment. This is Hewlett-Packard, but without the printers, medical equipment or computers. It’s the business Hewlett-Packard founded in their garage back in the 1930s, which really invented the whole category of electronic tests. This is a good opportunity and timely because 5G wireless is coming. If you want to develop and deploy 5G wireless, you need to deal with one of a small group of companies, Tektronix, Roddy and Schwartz and Ritzy (?), but he likes Keysight the best. They have a significant defence segment, and thinks it can be a higher component of their revenues. They are better at detecting RF (radio frequency) emissions than anyone else, and have their own semiconductor foundry where they make the chips. (Analysts’ price target is $50.)

David Fingold

VP and Portfolio Manager, Dynamic Funds

Price: $42.990
Owned: Yes

2017-10-24

TOP PICK
Sensient Technologies (SXT-N)

They are in several segments, and their larger segment is in natural food colours. Believes they are the largest in the world. Also growing nicely in pigments used in cosmetics and printing. This is not printing on paper, but printing on textiles. Dividend yield of 1.7%. (Analysts’ price target is $85.65.)

David Fingold

VP and Portfolio Manager, Dynamic Funds

Price: $77.370
Owned: Yes

2017-10-24

TOP PICK
Williams-Sonoma Inc. (WSM-N)

Has done a really good job of building sales on the Internet. As the housing market continues to rebound in the US, this company has a very high-end brand. They get about 50% of sales from e-commerce, and have no debt. It is probably going to be a dogfight over this upcoming holiday season, but at current value, he still thinks it is attractive for the long-term. Dividend yield of 3%. (Analysts’ price target is $49.)

specialty stores
John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Management

Price: $53.680
Owned: Yes

2017-10-23

TOP PICK
Kawasumi Laboratories (7703-TYO)

This is a Japanese golden opportunity. No debt and the share price is trading for less then the amount of cash in accounts receivable. It has been around for over 50 years. In the medical supply business and focused on disposable products. Constant turnover and increasing sales with an aging population globally. Extremely cheap. Dividend yield of 1.8%.

medical services
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Wealth Management Inc

Price: $0.000
Owned: Yes

2017-10-23

TOP PICK
DowDuPont Inc. (DWDP-N)

The merger between Dow and DuPont offers real cost synergies. Eventually this will be broken up into 3 companies, a specialty and agricultural company’s couples company and a materials company. When we get our breakup value of the stock and take out the cost synergies, he gets a valuation that the stock should be double where it is in the next 5 years. A very, very undervalued company. They are #1 in most of their major businesses. Plenty of free cash flow and lots of room for dividend increases in all 3 of the businesses. (Analysts’ price target is $79.)

chemicals
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Wealth Management Inc

Price: $71.550
Owned: Yes

2017-10-23

TOP PICK
ING Groep NV (ING-N)

He is sticking with this one.  It is a great company in a sector that has not moved much yet.  There is so much potential when Europe starts to deregulate and when they start to raise interest rates.  There is so much money to be made in the banking sector.  It is one of the best EU banks.  (Analysts’ target: $22.00).

investment companies/funds
Rick Stuchberry

Portfolio Manager, Richardson GMP

Price: $18.510
Owned: Yes

2017-10-23

TOP PICK
Manulife Financial (MFC-T)

Everything is going well with all their businesses. They will definitely be a beneficiary of rising rates on both sides of the border. The US business is doing really, really well. Their Asian business is doing really, really well. A great Canadian business that is a global company. Dividend yield of 3.2%. (Analysts’ price target is $28.)

insurance
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Wealth Management Inc

Price: $25.960
Owned: Yes

2017-10-23

TOP PICK
Royal Bank (RY-T)

He trimmed some in the spring around $98 and replaced it in the low $90s.  It is a quality, quality bank and is a big beneficiary of bull markets.  You can buy it here and a year from now it will be up.  It is a solid, well run company.  (Analysts’ target: $101.00).

banks
Rick Stuchberry

Portfolio Manager, Richardson GMP

Price: $101.420
Owned: Yes

2017-10-23

TOP PICK
Spin Master Corp (TOY-T)

Toys R US went bust.  But he likes Spin Master Corp. (TOY-T).  This is a great company with great growth.  They have the media which is how they market.  They are in a very positive growth market.  (Analysts’ target: $51.00).

Rick Stuchberry

Portfolio Manager, Richardson GMP

Price: $50.380
Owned: Yes

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