Best Stocks To Buy Today by Experts Opinion — Stockchase
WATCH LIST

Top Picks Too many ads? Remove ads !


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


Signal Opinion Expert
TOP PICK
CAE Inc(CAE-T) 

March 18, 2019

They can maintain the dividend as well as do acquisitions. They have a 17% ROE. Near term earnings are expected to go up 10% by May. It broke out of a near term accumulation zone. He sees a 16% potential upside. (Analysts’ price target is $30.10)
transportation equip & components
0 0 0 0 0
0 comments
They can maintain the dividend as well as do acquisitions. They have a 17% ROE. Near term earnings are expected to go up 10% by May. It broke out of a near term accumulation zone. He sees a 16% potential upside. (Analysts’ price target is $30.10)
transportation equip & components
0 0 0 0 0
0 comments
Robert McWhirte

President, Selective Asset Mana...

Price Price
$0.000
Owned Owned
Yes

TOP PICK
Parkland Fuel Corp(PKI-T) 

March 18, 2019

Free cash flow has swung massively positive. Margins have doubled over the last year. They expect a 17% ROE. He expects a 9-19% upside. (Analysts’ price target is $47.38)
merchandising/lodging
0 0 0 0 0
0 comments
Free cash flow has swung massively positive. Margins have doubled over the last year. They expect a 17% ROE. He expects a 9-19% upside. (Analysts’ price target is $47.38)
merchandising/lodging
0 0 0 0 0
0 comments
Robert McWhirte

President, Selective Asset Mana...

Price Price
$0.000
Owned Owned
No

TOP PICK
TransCanada Corp(TRP-T) 

March 18, 2019

Sales were up 5%; earnings were up 26%. He expects a 14% ROE this year. If it gets above $61 it would be a potential break-out. (Analysts’ price target is $62.98)
oil/gas pipelines
0 0 0 0 0
0 comments
Sales were up 5%; earnings were up 26%. He expects a 14% ROE this year. If it gets above $61 it would be a potential break-out. (Analysts’ price target is $62.98)
oil/gas pipelines
0 0 0 0 0
0 comments
Robert McWhirte

President, Selective Asset Mana...

Price Price
$0.000
Owned Owned
No

TOP PICK
No analysts' price target provided He still likes it. He has taken some profits. It still has upside. It is the only major palladium producer. Palladium prices are very strong so he expects continued good results with this name. Yield = 0.72%
precious metals
0 0 0 0 0
0 comments
No analysts' price target provided He still likes it. He has taken some profits. It still has upside. It is the only major palladium producer. Palladium prices are very strong so he expects continued good results with this name. Yield = 0.72%
precious metals
0 0 0 0 0
0 comments
Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$17.510
Owned Owned
Yes

TOP PICK
Kirkland Lake Gold(KL-T) 

March 15, 2019

This has been the best performer in the portfolio. He has taken some money off the table. He expects it to continue to move. Good reserves and good production. A solid name. Yield = 0.35% (Analysts’ price target is $51.22)
precious metals
0 0 0 0 0
0 comments
This has been the best performer in the portfolio. He has taken some money off the table. He expects it to continue to move. Good reserves and good production. A solid name. Yield = 0.35% (Analysts’ price target is $51.22)
precious metals
0 0 0 0 0
0 comments
Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$44.590
Owned Owned
Yes

TOP PICK
This is his first entry into the weed sector. These guys are extractors and therefore the margins are higher. They are just getting going in revenues and he expects they will be taken out. They have all their licences. Yield = 0.0% (Analysts’ price target is $5.63)
agriculture
0 0 0 0 0
0 comments
This is his first entry into the weed sector. These guys are extractors and therefore the margins are higher. They are just getting going in revenues and he expects they will be taken out. They have all their licences. Yield = 0.0% (Analysts’ price target is $5.63)
agriculture
0 0 0 0 0
0 comments
Jaime Carrasco

Portfolio , Canaccord Genuity...

Price Price
$3.030
Owned Owned
Yes

TOP PICK
It is fairly new (last Oct). It was the first ETF in Canada that is socially responsible and fossil fuel free. It trades in Canadian dollars, also. This is a great option.
E.T.F.'s
0 0 0 0 0
0 comments
It is fairly new (last Oct). It was the first ETF in Canada that is socially responsible and fossil fuel free. It trades in Canadian dollars, also. This is a great option.
E.T.F.'s
0 0 0 0 0
0 comments
Tim Nash

Financial , The Sustainable Econ...

Price Price
$26.720
Owned Owned
Unknown

TOP PICK
Environmental services – they make money cleaning up pollution. If you are worried about the political climate, these are companies that make money cleaning up all of the pollution of mining companies and so on. It should do quite well.
E.T.F.'s
0 0 0 0 0
0 comments
Environmental services – they make money cleaning up pollution. If you are worried about the political climate, these are companies that make money cleaning up all of the pollution of mining companies and so on. It should do quite well.
E.T.F.'s
0 0 0 0 0
0 comments
Tim Nash

Financial , The Sustainable Econ...

Price Price
$94.809
Owned Owned
Unknown

TOP PICK
They have been so aggressive at moving toward hybrid and electric busses. Municipal governments want to cut costs and meet climate goals. They are more interested in low carbon transit options. He is thrilled to see them moving so far ahead with hybrid and electric busses. It can do well. The city of Toronto just bought a bunch of these busses. (Analysts’ price target is $48.14)
Automotive
1 0 0 0 0
0 comments
They have been so aggressive at moving toward hybrid and electric busses. Municipal governments want to cut costs and meet climate goals. They are more interested in low carbon transit options. He is thrilled to see them moving so far ahead with hybrid and electric busses. It can do well. The city of Toronto just bought a bunch of these busses. (Analysts’ price target is $48.14)
Automotive
1 0 0 0 0
0 comments
Tim Nash

Financial , The Sustainable Econ...

Price Price
$30.740
Owned Owned
Unknown

TOP PICK
Box, Inc.(BOX-N) 

March 14, 2019

Could be one that interrupt as opposed to be interrupted. Cloud content management. Legacy business with servers and such are their clients. They have been growing at 20% for a few years. They announced $100 million growth inn 2019. (Analysts’ price target is $23.82)
Technology
0 0 0 0 0
0 comments
Could be one that interrupt as opposed to be interrupted. Cloud content management. Legacy business with servers and such are their clients. They have been growing at 20% for a few years. They announced $100 million growth inn 2019. (Analysts’ price target is $23.82)
Technology
0 0 0 0 0
0 comments
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$19.690
Owned Owned
Yes

TOP PICK
Spin Master Corp(TOY-T) 

March 14, 2019

Largest demographic group is the 29 years old. Ready at the point of household formation. No debt. They generate a lot of cash. (Analysts’ price target is $50.33)
0 0 0 0 0
0 comments
Largest demographic group is the 29 years old. Ready at the point of household formation. No debt. They generate a lot of cash. (Analysts’ price target is $50.33)
0
0 0 0 0 0
0 comments
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$37.820
Owned Owned
Yes

TOP PICK
Toronto Dominion(TD-T) 

March 14, 2019

Yielding close to 4%. Exposure to US and Canada. Safe place to park capital. Growth of close to 10% every year plus 4% dividend. (Analysts’ price target is $82.29)
banks
0 0 0 0 0
0 comments
Yielding close to 4%. Exposure to US and Canada. Safe place to park capital. Growth of close to 10% every year plus 4% dividend. (Analysts’ price target is $82.29)
banks
0 0 0 0 0
0 comments
Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$75.030
Owned Owned
Yes

TOP PICK
The company is well known in the southern US but unknown in the north and abroad. They started by inventing a super cooler and has diversified into outdoor drinkware and other outdoor products. It has a great online presence. It became public in the fall at $18 and has done very well. Mutiple isn't dirt cheap at 20x earnings. Has huge growth potential. (Analysts’ price target is $28.40)
Consumer Products
0 0 0 0 0
0 comments
The company is well known in the southern US but unknown in the north and abroad. They started by inventing a super cooler and has diversified into outdoor drinkware and other outdoor products. It has a great online presence. It became public in the fall at $18 and has done very well. Mutiple isn't dirt cheap at 20x earnings. Has huge growth potential. (Analysts’ price target is $28.40)
Consumer Products
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$0.000
Owned Owned
Yes

TOP PICK
It's one of the few remaining income funds. They've paid $1.20 dividend since 2007, monthly. They had a tough 2018 with issues in a subdivision. They have a payout ratio of 62-90%. Pays a secure 12% dividend. Their strong management can turn things around. (Analysts’ price target is $12.38)
investment companies/funds
0 0 0 0 0
0 comments
It's one of the few remaining income funds. They've paid $1.20 dividend since 2007, monthly. They had a tough 2018 with issues in a subdivision. They have a payout ratio of 62-90%. Pays a secure 12% dividend. Their strong management can turn things around. (Analysts’ price target is $12.38)
investment companies/funds
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$9.680
Owned Owned
Yes

TOP PICK
It's suffered the double-whammy of eliminating drug pricing talk by politicians in the U.S. and fears of Amazon getting into the pharma space. WBA has increased its dividend 43 years in a row and expect one in June. Trades at lower than 10x earnings. He thinks pricing fears are overblown. Targets this in the mid-$70s within 12 months. (Analysts’ price target is $74.35)
specialty stores
0 0 0 0 0
0 comments
It's suffered the double-whammy of eliminating drug pricing talk by politicians in the U.S. and fears of Amazon getting into the pharma space. WBA has increased its dividend 43 years in a row and expect one in June. Trades at lower than 10x earnings. He thinks pricing fears are overblown. Targets this in the mid-$70s within 12 months. (Analysts’ price target is $74.35)
specialty stores
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$61.900
Owned Owned
Yes

TOP PICK
Fortis Inc.(FTS-T) 

March 13, 2019

Solid and diversified. A good dividend grower at 7% annually. They have $17 billion of capex over the next three years. Growth rate of 7%. (Analysts’ price target is $49.48)
electrical utilities
0 0 0 0 0
0 comments
Solid and diversified. A good dividend grower at 7% annually. They have $17 billion of capex over the next three years. Growth rate of 7%. (Analysts’ price target is $49.48)
electrical utilities
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$48.810
Owned Owned
Yes

TOP PICK
He picked the worst Canadian bank year to date. It's underperformed. Their capital markets side was worse than expected. There've been questions about their Mexico operations with changes in that banking environment. They are a good dividend grower and will do another one likely in Q3. The growth of their mortage bank is slowing, though still positive; delinquencies haven't risen. Their core business is domestic retail and what matters is what they do with that cash flow. They're investing in technology which has hurt margins. (Analysts’ price target is $79.17)
banks
0 0 0 0 0
0 comments
He picked the worst Canadian bank year to date. It's underperformed. Their capital markets side was worse than expected. There've been questions about their Mexico operations with changes in that banking environment. They are a good dividend grower and will do another one likely in Q3. The growth of their mortage bank is slowing, though still positive; delinquencies haven't risen. Their core business is domestic retail and what matters is what they do with that cash flow. They're investing in technology which has hurt margins. (Analysts’ price target is $79.17)
banks
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$72.760
Owned Owned
Yes

TOP PICK
Not just retail, but they also have financial services and real estate. Well-managed and a good acquirer of assets like Mark's Work Warehouse with fine execution. This has underperformed the last six months due to weather, but they did buy a sportswear company for $1.1 billion. They'll do well with it. CT has increased its dividend.
specialty stores
0 0 0 0 0
0 comments
Not just retail, but they also have financial services and real estate. Well-managed and a good acquirer of assets like Mark's Work Warehouse with fine execution. This has underperformed the last six months due to weather, but they did buy a sportswear company for $1.1 billion. They'll do well with it. CT has increased its dividend.
specialty stores
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$146.080
Owned Owned
Yes

TOP PICK
Investors should own Canada in their portfolios. He buys this for conservative, lower-risk clients given the low-volatilty in this ETF. This is the poster child of Low-Vol Anomaly: some low-vol stocks actually outperform than higher-vol. ZLB is overweight utilities and financials, so if there are rapid moves in interest rates, it could hurt those sectors.
E.T.F.'s
0 0 0 0 0
0 comments
Investors should own Canada in their portfolios. He buys this for conservative, lower-risk clients given the low-volatilty in this ETF. This is the poster child of Low-Vol Anomaly: some low-vol stocks actually outperform than higher-vol. ZLB is overweight utilities and financials, so if there are rapid moves in interest rates, it could hurt those sectors.
E.T.F.'s
0 0 0 0 0
0 comments
Daniel Straus

Head of ET, National Bank Financ...

Price Price
$31.970
Owned Owned
Yes

TOP PICK
US equities are essential, and this is a smart-beta ETF to put alongside an S&P 500 allocation. He likes this ETF for its dividends and high-quality stocks as well as its variable currency hedge.
E.T.F.'s
0 0 0 0 0
0 comments
US equities are essential, and this is a smart-beta ETF to put alongside an S&P 500 allocation. He likes this ETF for its dividends and high-quality stocks as well as its variable currency hedge.
E.T.F.'s
0 0 0 0 0
0 comments
Daniel Straus

Head of ET, National Bank Financ...

Price Price
$26.540
Owned Owned
Yes

TOP PICK
Bonds are tough, but are the cushion of a balanced portfolio. This is actively managed and tracks the Canadian benchmark. It has neutral duration positioning which he likes.
E.T.F.'s
0 0 0 0 0
0 comments
Bonds are tough, but are the cushion of a balanced portfolio. This is actively managed and tracks the Canadian benchmark. It has neutral duration positioning which he likes.
E.T.F.'s
0 0 0 0 0
0 comments
Daniel Straus

Head of ET, National Bank Financ...

Price Price
$0.000
Owned Owned
Yes

TOP PICK
The leader in Canadian seniors housing, a fragmented sector so there's room for growth. CSH holds 10% of this market. She likes this sector for the aging demographics that will need more care. CSH has a good pipeline of projects. Occupancy is 91% and they target 95%. They have started to market their services. Top management. (Analysts’ price target is $16.65)
property mngmnt/investment
0 0 0 0 0
0 comments
The leader in Canadian seniors housing, a fragmented sector so there's room for growth. CSH holds 10% of this market. She likes this sector for the aging demographics that will need more care. CSH has a good pipeline of projects. Occupancy is 91% and they target 95%. They have started to market their services. Top management. (Analysts’ price target is $16.65)
property mngmnt/investment
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$15.040
Owned Owned
Yes

TOP PICK
Royal Bank(RY-T) 

March 12, 2019

The Canadian banks' multiples have contracted and now look attractive. RY grew their earnings 17% last year and the stock is up only 1%. They had that weird Q4 quarter, but they saw decent loan growth. They increased their dividend 9% and grown their book value. Payout ratio is 45%. They can increase their dividend and earnings. (Analysts’ price target is $109.65)
banks
0 0 0 0 0
0 comments
The Canadian banks' multiples have contracted and now look attractive. RY grew their earnings 17% last year and the stock is up only 1%. They had that weird Q4 quarter, but they saw decent loan growth. They increased their dividend 9% and grown their book value. Payout ratio is 45%. They can increase their dividend and earnings. (Analysts’ price target is $109.65)
banks
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$102.650
Owned Owned
Yes

TOP PICK
A diversified industrial company. They plan to spin off divisions Carriere Air Conditioning and Otis Elevators as standalone entities, but keep their aerospace division. The companies would become more nimble to pursue opportunities. Attractively valued now and pays a yield over 2% that will grow. (Analysts’ price target is $140.48)
mngmnt/diversified
0 0 0 0 0
0 comments
A diversified industrial company. They plan to spin off divisions Carriere Air Conditioning and Otis Elevators as standalone entities, but keep their aerospace division. The companies would become more nimble to pursue opportunities. Attractively valued now and pays a yield over 2% that will grow. (Analysts’ price target is $140.48)
mngmnt/diversified
0 0 0 0 0
0 comments
Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$124.670
Owned Owned
Yes

TOP PICK
Linamar Corp(LNR-T) 

March 11, 2019

He is staying with it. Revenues and earnings have doubled in the last 5 years but the stock is back to where it was 5 years ago. The multiple has shrunk. The CEO just bought 50,000 shares. (Analysts’ price target is $58.25)
transportation equip & components
0 0 0 0 0
0 comments
He is staying with it. Revenues and earnings have doubled in the last 5 years but the stock is back to where it was 5 years ago. The multiple has shrunk. The CEO just bought 50,000 shares. (Analysts’ price target is $58.25)
transportation equip & components
0 0 0 0 0
0 comments
Teal Linde

Portfolio , Linde Equity Report...

Price Price
$50.780
Owned Owned
Yes

TOP PICK
Air Lease(AL-N) 

March 11, 2019

They are a distributor for aircraft. They buy in bulk. It is cheaper to lease it than to buy it direct. It is growing 20% this year and next and trading at about 6 times earnings. With the aircraft crash over the weekend it is probably an even better buying opportunity. (Analysts’ price target is $51.30)
Financial Services
0 0 0 0 0
0 comments
They are a distributor for aircraft. They buy in bulk. It is cheaper to lease it than to buy it direct. It is growing 20% this year and next and trading at about 6 times earnings. With the aircraft crash over the weekend it is probably an even better buying opportunity. (Analysts’ price target is $51.30)
Financial Services
0 0 0 0 0
0 comments
Teal Linde

Portfolio , Linde Equity Report...

Price Price
$34.790
Owned Owned
Yes

TOP PICK
It collapsed in 2015. They sold off their US division. Their balance sheet is much stronger now. They are the largest pressure pumper in Canada. You can buy it today at less than liquidation value. (Analysts’ price target is $2.04)
oil/gas field services
0 0 0 0 0
0 comments
It collapsed in 2015. They sold off their US division. Their balance sheet is much stronger now. They are the largest pressure pumper in Canada. You can buy it today at less than liquidation value. (Analysts’ price target is $2.04)
oil/gas field services
0 0 0 0 0
0 comments
Teal Linde

Portfolio , Linde Equity Report...

Price Price
$1.400
Owned Owned
Yes

TOP PICK
Dollarama Inc.(DOL-T) 

March 11, 2019

Its 200-day average was support then became resistance. Today it crossed that resistance line which is huge. Long-term resistance at $37. This will rise 10% easily. Volumes are rising. It's a good play here. (Analysts’ price target is $47.86)
Consumer Products
0 0 0 0 0
0 comments
Its 200-day average was support then became resistance. Today it crossed that resistance line which is huge. Long-term resistance at $37. This will rise 10% easily. Volumes are rising. It's a good play here. (Analysts’ price target is $47.86)
Consumer Products
0 0 0 0 0
0 comments
Elliott Fishman

Director o, Trading Services Gro...

Price Price
$37.040
Owned Owned
No

TOP PICK
Pfizer Inc(PFE-N) 

March 11, 2019

He likes this group and PFE is one of the few that has tested support lines. This has big potential to return to the mid/high-$40s soon. He likes it here.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
He likes this group and PFE is one of the few that has tested support lines. This has big potential to return to the mid/high-$40s soon. He likes it here.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Elliott Fishman

Director o, Trading Services Gro...

Price Price
$41.500
Owned Owned
No

TOP PICK
Just tested the 50- and 100-week moving averages--and hasn't broken them. It's still cheap after selling off, building a base and is now moving up.
medical services
0 0 0 0 0
0 comments
Just tested the 50- and 100-week moving averages--and hasn't broken them. It's still cheap after selling off, building a base and is now moving up.
medical services
0 0 0 0 0
0 comments
Elliott Fishman

Director o, Trading Services Gro...

Price Price
$243.150
Owned Owned
No

TOP PICK
WPX Energy Inc.(WPX-N) 

March 8, 2019

Gives good exposure to the Permian with some Balkan. Growing by 22% this year. About a year out from buying back stock or dividends. There is 100% upside to this name with a recovering oil price. Has good exposure to light oil. Yield = 0.53% (Analysts’ price target is $149.00)
oil/gas
0 0 0 0 0
0 comments
Gives good exposure to the Permian with some Balkan. Growing by 22% this year. About a year out from buying back stock or dividends. There is 100% upside to this name with a recovering oil price. Has good exposure to light oil. Yield = 0.53% (Analysts’ price target is $149.00)
oil/gas
0 0 0 0 0
0 comments
Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$11.410
Owned Owned
Yes

TOP PICK
Is a $20B company in the Permian. Growing by 15% this year and generating 4% free cash flow at $50 oil. In theory, should be able to see more than 100% upside. Yield = 0.0% (Analysts’ price target is $18.71)
0 0 0 0 0
0 comments
Is a $20B company in the Permian. Growing by 15% this year and generating 4% free cash flow at $50 oil. In theory, should be able to see more than 100% upside. Yield = 0.0% (Analysts’ price target is $18.71)
0
0 0 0 0 0
0 comments
Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$95.500
Owned Owned
Yes

TOP PICK
MEG Energy Corp(MEG-T) 

March 8, 2019

The street is not appreciating how much cash flow this company is generating. The balance sheet at $55 oil or higher is absolutely not an issue. Yield = 0.0% (Analysts’ price target is $7.78)
oil/gas
0 0 0 0 0
0 comments
The street is not appreciating how much cash flow this company is generating. The balance sheet at $55 oil or higher is absolutely not an issue. Yield = 0.0% (Analysts’ price target is $7.78)
oil/gas
0 0 0 0 0
0 comments
Eric Nuttall

Partner & , Ninepoint Partners...

Price Price
$5.070
Owned Owned
Yes

TOP PICK
CMS Energy Corp(CMS-N) 

March 7, 2019

It is a utility. It has a great dividend for a US name. The theme is being defensive. It is a good way to add diversify within the utilities. (Analysts’ price target is $53.61)
electrical/electronic
0 0 0 0 0
0 comments
It is a utility. It has a great dividend for a US name. The theme is being defensive. It is a good way to add diversify within the utilities. (Analysts’ price target is $53.61)
electrical/electronic
0 0 0 0 0
0 comments
Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$54.280
Owned Owned
Yes

TOP PICK
Suncor Energy Inc(SU-T) 

March 7, 2019

He is starting to like the fundamentals. This is the most conservative way to play the oil space. You can buy this to be defensive. (Analysts’ price target is $53.65)
integrated oils
0 0 0 0 0
0 comments
He is starting to like the fundamentals. This is the most conservative way to play the oil space. You can buy this to be defensive. (Analysts’ price target is $53.65)
integrated oils
0 0 0 0 0
0 comments
Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$44.860
Owned Owned
Yes

TOP PICK
Another utility. It is defensive. It has meaningful growth potential. He likes the growth prospects. (Analysts’ price target is $16.01)
electrical utilities
0 0 0 0 0
0 comments
Another utility. It is defensive. It has meaningful growth potential. He likes the growth prospects. (Analysts’ price target is $16.01)
electrical utilities
0 0 0 0 0
0 comments
Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$15.050
Owned Owned
Yes

TOP PICK
Highly-diversified: US 56%, Japan 8%, UK 5% plus China, but not Canada. A good way to play the world in only big corporations.
E.T.F.'s
0 0 0 0 0
0 comments
Highly-diversified: US 56%, Japan 8%, UK 5% plus China, but not Canada. A good way to play the world in only big corporations.
E.T.F.'s
0 0 0 0 0
0 comments
David Cockfield

Managing D, Northland Wealth Man...

Price Price
$25.590
Owned Owned
Yes

TOP PICK
Emerging markets haven't done well recently, but this one holds stocks from Brazil, China, India, South Korea, etc. at a low cost. If Trump's trade deal with China is signed, then this will do well.
E.T.F.'s
0 0 0 0 0
0 comments
Emerging markets haven't done well recently, but this one holds stocks from Brazil, China, India, South Korea, etc. at a low cost. If Trump's trade deal with China is signed, then this will do well.
E.T.F.'s
0 0 0 0 0
0 comments
David Cockfield

Managing D, Northland Wealth Man...

Price Price
$26.280
Owned Owned
Yes

TOP PICK
This invests in the broad Canadian index, including the riskier sectors of gold and oil. It's come back nicely after the December sell-off.
E.T.F.'s
0 0 0 0 0
0 comments
This invests in the broad Canadian index, including the riskier sectors of gold and oil. It's come back nicely after the December sell-off.
E.T.F.'s
0 0 0 0 0
0 comments
David Cockfield

Managing D, Northland Wealth Man...

Price Price
$25.630
Owned Owned
Yes

TOP PICK
It shouldn't be considered an oil stock. They're doing well operating (and integrating) convenience stores and gas stations. They also refine oil. They have a nice moat and pay a good dividend. (Analysts’ price target is $47.38)
merchandising/lodging
0 0 0 0 0
0 comments
It shouldn't be considered an oil stock. They're doing well operating (and integrating) convenience stores and gas stations. They also refine oil. They have a nice moat and pay a good dividend. (Analysts’ price target is $47.38)
merchandising/lodging
0 0 0 0 0
0 comments
Andrew Pink

Portfolio , LDIC...

Price Price
$37.320
Owned Owned
Yes

TOP PICK
He likes all the Brookfield stocks. BIP benefits from aging infrastructure around the world. With a lot of cash, they can acquire and integrate companies like Enercare. Fine synergies. (Analysts’ price target is $59.64)
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
He likes all the Brookfield stocks. BIP benefits from aging infrastructure around the world. With a lot of cash, they can acquire and integrate companies like Enercare. Fine synergies. (Analysts’ price target is $59.64)
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Andrew Pink

Portfolio , LDIC...

Price Price
$54.010
Owned Owned
Yes

TOP PICK
They own industrial properties in the U.S., two-thirds being distribution and fulfillment centres for e-commerce which produces excellent returns. They just did a deal raising $135 million. Since closing that deal, this was traded in a tight range. So, WIR hasn't announced what it will acquire with that $135 million, but that's coming--expect an announcement in a month. Meanwhile, you have an opportunity to buy it now. (Analysts’ price target is $14.96)
0 0 0 0 0
0 comments
They own industrial properties in the U.S., two-thirds being distribution and fulfillment centres for e-commerce which produces excellent returns. They just did a deal raising $135 million. Since closing that deal, this was traded in a tight range. So, WIR hasn't announced what it will acquire with that $135 million, but that's coming--expect an announcement in a month. Meanwhile, you have an opportunity to buy it now. (Analysts’ price target is $14.96)
0
0 0 0 0 0
0 comments
Andrew Pink

Portfolio , LDIC...

Price Price
$13.370
Owned Owned
Yes

TOP PICK
Interest rates are stabilizing in Canada and US, which benefits real estate and XLRE. If we're going into recession, focus on multi-family and data centres, and this ETF focuses on those defensive real estate areas.
0 0 0 0 0
0 comments
Interest rates are stabilizing in Canada and US, which benefits real estate and XLRE. If we're going into recession, focus on multi-family and data centres, and this ETF focuses on those defensive real estate areas.
0
0 0 0 0 0
0 comments
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$0.000
Owned Owned
Yes

TOP PICK
A fintech stock and not resilient to downdrafts. But it's in the right space, which is e-commerce. It has a great basket of fintech stocks.
Financial Services
0 0 0 0 0
0 comments
A fintech stock and not resilient to downdrafts. But it's in the right space, which is e-commerce. It has a great basket of fintech stocks.
Financial Services
0 0 0 0 0
0 comments
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$40.500
Owned Owned
Yes

TOP PICK
Alerian MLP ETF(AMLP-N) 

March 6, 2019

He likes the the oil midstreamers. This trades sideways but you get a high single-digit yield. They have the pricing power with pipeline constraints and rising oil prices.
E.T.F.'s
0 0 0 0 0
0 comments
He likes the the oil midstreamers. This trades sideways but you get a high single-digit yield. They have the pricing power with pipeline constraints and rising oil prices.
E.T.F.'s
0 0 0 0 0
0 comments
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$9.820
Owned Owned
Yes

TOP PICK
Brent Cook: It continues to be a liquid solvent company with growth that will do well as gold continues to rise. (Analysts’ price target is $8.52)
Mining
0 0 0 0 0
0 comments
Brent Cook: It continues to be a liquid solvent company with growth that will do well as gold continues to rise. (Analysts’ price target is $8.52)
Mining
0 0 0 0 0
0 comments
Joe Mazumdar

Editor & A, Exploration Insights...

Price Price
$7.280
Owned Owned
Yes

TOP PICK
Brent Cook: Knows management with a good track record. They have a gold-copper project in Peru. Hasn't bought it till now, because of metallurgical issues. They're getting to one of their targets, which looks promising. It depends what those holds deliver; he'll sell or buy more.
Mining
0 0 0 0 0
0 comments
Brent Cook: Knows management with a good track record. They have a gold-copper project in Peru. Hasn't bought it till now, because of metallurgical issues. They're getting to one of their targets, which looks promising. It depends what those holds deliver; he'll sell or buy more.
Mining
0 0 0 0 0
0 comments
Joe Mazumdar

Editor & A, Exploration Insights...

Price Price
$1.850
Owned Owned
Yes

TOP PICK
Mundoro Capital(MUN-X) 

March 5, 2019

They're focused in Serbia. They have a good land package; major joint ventures wtih a copper producer; and they're drilling. Their market cap is reasonable and they have working capital. Just waiting for drill results now. (Analysts’ price target is $0.20)
precious metals
0 0 0 0 0
0 comments
They're focused in Serbia. They have a good land package; major joint ventures wtih a copper producer; and they're drilling. Their market cap is reasonable and they have working capital. Just waiting for drill results now. (Analysts’ price target is $0.20)
precious metals
0 0 0 0 0
0 comments
Joe Mazumdar

Editor & A, Exploration Insights...

Price Price
$0.215
Owned Owned
Yes

TOP PICK
Ivanhoe Mines(IVN-T) 

March 5, 2019

You have to be able to tolerate political risk. Congo is really bruised. The best consolidation of assets in a junior. A recent discovery of copper in Congo is the best in 100 years. The CEO is the most successful mining financier of his epoch. His partners are the Government of China and of Japan. Cheap. What is holding it back? political risk. It has a $2 billion market cap. It could go to $17 billion. (Analysts’ price target is $6.50)
Mining
0 0 0 0 0
0 comments
You have to be able to tolerate political risk. Congo is really bruised. The best consolidation of assets in a junior. A recent discovery of copper in Congo is the best in 100 years. The CEO is the most successful mining financier of his epoch. His partners are the Government of China and of Japan. Cheap. What is holding it back? political risk. It has a $2 billion market cap. It could go to $17 billion. (Analysts’ price target is $6.50)
Mining
0 0 0 0 0
0 comments
Rick Rule

Pres. & C, Sprott USA...

Price Price
$3.480
Owned Owned
Yes

TOP PICK
Superb allocator of capital. They have bought back shares. The market misunderstand the value of their Turkish assets that is 50% of their NAV. The free cash will triple in the next three years. (Analysts’ price target is $8.52)
Mining
0 0 0 0 0
0 comments
Superb allocator of capital. They have bought back shares. The market misunderstand the value of their Turkish assets that is 50% of their NAV. The free cash will triple in the next three years. (Analysts’ price target is $8.52)
Mining
0 0 0 0 0
0 comments
Rick Rule

Pres. & C, Sprott USA...

Price Price
$7.280
Owned Owned
Yes

TOP PICK
It is in a place that most people can't spell. Burkina Faso. People tend not to like what they can't spell. Islamic insurgency in the far North. This is in the south. Highest grade part of the deposit. It is on sale. Political risk. (Analysts’ price target is $0.59)
Golds
0 0 0 0 0
0 comments
It is in a place that most people can't spell. Burkina Faso. People tend not to like what they can't spell. Islamic insurgency in the far North. This is in the south. Highest grade part of the deposit. It is on sale. Political risk. (Analysts’ price target is $0.59)
Golds
0 0 0 0 0
0 comments
Rick Rule

Pres. & C, Sprott USA...

Price Price
$0.245
Owned Owned
Yes

TOP PICK
Semafo Inc(SMF-T) 

March 4, 2019

A producer in West Africa. They went from cash burn to cash build. They now have two assets, not one. That will attract new investors and could cause a re-rating. (Analysts’ price target is $5.19)
precious metals
0 0 0 0 0
0 comments
A producer in West Africa. They went from cash burn to cash build. They now have two assets, not one. That will attract new investors and could cause a re-rating. (Analysts’ price target is $5.19)
precious metals
0 0 0 0 0
0 comments
Jon Case

Portfolio , Sentry Investments...

Price Price
$3.760
Owned Owned
Yes

TOP PICK
Gold producer in Mexico. They have a good production level at low cost. There is good exploration upside. (Analysts’ price target is $17.98)
precious metals
0 0 0 0 0
0 comments
Gold producer in Mexico. They have a good production level at low cost. There is good exploration upside. (Analysts’ price target is $17.98)
precious metals
0 0 0 0 0
0 comments
Jon Case

Portfolio , Sentry Investments...

Price Price
$15.420
Owned Owned
Yes

TOP PICK
Mag Silver Corp(MAG-T) 

March 4, 2019

They are in development and should be in production next year. It is a world class asset. It should be a takeover target. (Analysts’ price target is $19.66)
precious metals
0 0 0 0 0
0 comments
They are in development and should be in production next year. It is a world class asset. It should be a takeover target. (Analysts’ price target is $19.66)
precious metals
0 0 0 0 0
0 comments
Jon Case

Portfolio , Sentry Investments...

Price Price
$12.530
Owned Owned
Yes

TOP PICK
Equinix, Inc. (EQIX-Q) 

March 4, 2019

It's the poster child of data centres. Pays a yield of 2.5%, unusual for a tech stock. It trades like a REIT within a tech stock with lower volatility. (Analysts’ price target is $484.23)
REAL ESTATE
0 0 0 0 0
0 comments
It's the poster child of data centres. Pays a yield of 2.5%, unusual for a tech stock. It trades like a REIT within a tech stock with lower volatility. (Analysts’ price target is $484.23)
REAL ESTATE
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$426.980
Owned Owned
Yes

TOP PICK
135.67 Big data hardware is in the cloud and data analytics. Tableau is involved in the latter--they were pioneers in this space and are now leaders. They've moved from licensing into subscriptions early and it's paid off very well.
Technology
0 0 0 0 0
0 comments
135.67 Big data hardware is in the cloud and data analytics. Tableau is involved in the latter--they were pioneers in this space and are now leaders. They've moved from licensing into subscriptions early and it's paid off very well.
Technology
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$125.180
Owned Owned
Yes

TOP PICK
Cisco(CSCO-Q) 

March 4, 2019

Big data hardware. For the next five years, Cisco expects $3.8 trillion to be spent only in hardware, and Cisco is a leader in this space. Cisco caters to processing and telecommunications, both sides of big data hardware. (Analysts’ price target is $53.57)
electrical/electronic
0 0 0 0 0
0 comments
Big data hardware. For the next five years, Cisco expects $3.8 trillion to be spent only in hardware, and Cisco is a leader in this space. Cisco caters to processing and telecommunications, both sides of big data hardware. (Analysts’ price target is $53.57)
electrical/electronic
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$51.160
Owned Owned
Yes

TOP PICK
This is single family home rentals in the US. They have 17,000 of these. This is a well oiled machine delivering asset value. Their earnings are messy partly due to appreciation of properties in the US. A great way to participate in real estate. Yield = 2.51% (Analysts’ price target is $13.69)
REAL ESTATE
0 0 0 0 0
0 comments
This is single family home rentals in the US. They have 17,000 of these. This is a well oiled machine delivering asset value. Their earnings are messy partly due to appreciation of properties in the US. A great way to participate in real estate. Yield = 2.51% (Analysts’ price target is $13.69)
REAL ESTATE
0 0 0 0 0
0 comments
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$11.120
Owned Owned
Yes

TOP PICK
Suncor Energy Inc(SU-T) 

March 1, 2019

This is a cash machine. You want to own companies that can generate free cash. They increased their dividend. Last quarter results were a little disappointing but was just a short term thing. With the cash generated, they increase the dividends and buy back shares. Yield = 3.69% (Analysts’ price target is $53.44)
integrated oils
0 0 0 0 0
0 comments
This is a cash machine. You want to own companies that can generate free cash. They increased their dividend. Last quarter results were a little disappointing but was just a short term thing. With the cash generated, they increase the dividends and buy back shares. Yield = 3.69% (Analysts’ price target is $53.44)
integrated oils
0 0 0 0 0
0 comments
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$45.470
Owned Owned
Yes

TOP PICK
You want to buy the disappointing bank. Has a good yield. They are not as much in Canada as the other banks. Yield = 4.75% (Analysts’ price target is $79.17)
banks
0 0 0 0 0
0 comments
You want to buy the disappointing bank. Has a good yield. They are not as much in Canada as the other banks. Yield = 4.75% (Analysts’ price target is $79.17)
banks
0 0 0 0 0
0 comments
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$72.670
Owned Owned
Yes

TOP PICK
Bonavista Energy Corp(BNP-T) 

February 28, 2019

Their focus is to keep production flat. They beat his last year's forecast for cash flow. They are paying down debt. $5.95 is their book value. NAV is $4.64. He owns the stock personally. His one year target is $3.50. This is ridiculously cheap. (Analysts’ price target is $1.39)
oil/gas
0 0 0 0 0
0 comments
Their focus is to keep production flat. They beat his last year's forecast for cash flow. They are paying down debt. $5.95 is their book value. NAV is $4.64. He owns the stock personally. His one year target is $3.50. This is ridiculously cheap. (Analysts’ price target is $1.39)
oil/gas
0 0 0 0 0
0 comments
Josef Schachter

President, Schachter Asset Mana...

Price Price
$1.250
Owned Owned
Yes

TOP PICK
Canacol Energy Ltd.(CNE-T) 

February 28, 2019

A natural gas producer in Columbia. They get $4.75 for Nat gas there. Production is ramping up with a new pipelines coming on line. Very nice growth. $8 is his one year target. There is a lot of exploration and drilling ahead of them. (Analysts’ price target is $5.90)
oil/gas
0 0 0 0 0
0 comments
A natural gas producer in Columbia. They get $4.75 for Nat gas there. Production is ramping up with a new pipelines coming on line. Very nice growth. $8 is his one year target. There is a lot of exploration and drilling ahead of them. (Analysts’ price target is $5.90)
oil/gas
0 0 0 0 0
0 comments
Josef Schachter

President, Schachter Asset Mana...

Price Price
$4.460
Owned Owned
Yes

TOP PICK
Surge Energy Inc(SGY-T) 

February 28, 2019

It is his dividend play today. It is a cheap stock. There is a dividend of about 7%. His one year target is $3.70. He owns the stock personally. They have a low payout ratio. (Analysts’ price target is $2.13)
oil/gas
0 0 0 0 0
0 comments
It is his dividend play today. It is a cheap stock. There is a dividend of about 7%. His one year target is $3.70. He owns the stock personally. They have a low payout ratio. (Analysts’ price target is $2.13)
oil/gas
0 0 0 0 0
0 comments
Josef Schachter

President, Schachter Asset Mana...

Price Price
$1.440
Owned Owned
Yes

TOP PICK
ARK INNOVATION ETF(ARKK-N) 

February 28, 2019

This is for the more aggressive portion of the portfolio. Actively managed ETF that invest in companies that are into disruptive innovation. Fintech, robotics, 3D printing, cloud computing, genomic revolution, etc. All over the market-cap space. It is like 85% US. MER is 0.75%. It is about tomorrow's Amazons.
Technology
0 0 0 0 0
0 comments
This is for the more aggressive portion of the portfolio. Actively managed ETF that invest in companies that are into disruptive innovation. Fintech, robotics, 3D printing, cloud computing, genomic revolution, etc. All over the market-cap space. It is like 85% US. MER is 0.75%. It is about tomorrow's Amazons.
Technology
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$46.560
Owned Owned
Yes

TOP PICK
Dollar General Corp.(DG-N) 

February 28, 2019

$24 billion in revenues. Largest discount retailer in the US with 15,000 stores in 44 States. Over 75% of sales come from recurring sales of consumables (paper, perishable foods, etc). Late cycle this is a defensive name. Often in rural locations far form the WalMarts and other competitors. Trading at 18 times forward earnings. 21% ROE. (Analysts’ price target is $118.23)
0 0 0 0 0
0 comments
$24 billion in revenues. Largest discount retailer in the US with 15,000 stores in 44 States. Over 75% of sales come from recurring sales of consumables (paper, perishable foods, etc). Late cycle this is a defensive name. Often in rural locations far form the WalMarts and other competitors. Trading at 18 times forward earnings. 21% ROE. (Analysts’ price target is $118.23)
0
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$118.460
Owned Owned
Yes

TOP PICK
TJX Companies(TJX-N) 

February 28, 2019

Basically Marshalls, Winners and Home Senses. 4,000 stores. They are very nimble. Traffic is very strong. If the economy goes south they can change what they are doing. They just announced a $1.5 billion share buy back. It continues to rock and roll. Great stock for the defensive growth investor. (Analysts’ price target is $55.72)
clothing stores
0 0 0 0 0
0 comments
Basically Marshalls, Winners and Home Senses. 4,000 stores. They are very nimble. Traffic is very strong. If the economy goes south they can change what they are doing. They just announced a $1.5 billion share buy back. It continues to rock and roll. Great stock for the defensive growth investor. (Analysts’ price target is $55.72)
clothing stores
0 0 0 0 0
0 comments
Stan Wong

Director &, Private Wealth Manag...

Price Price
$51.290
Owned Owned
Yes

TOP PICK
Canadian Natural Rsrcs(CNQ-T) 

February 27, 2019

Their capex spending is largely behind them now and they should become a cash flow producing machine. Analysts are saying the decline rates in new US Permian production exceed 30% per annum, making CNQ long life reserves (of 50 years) more valuable. He expects another dividend increase next week. He hopes they don't step out to buy the Devon Jackfish assets. Yield 3.54% (Analysts’ price target is $45.03)
oil/gas
0 0 0 0 0
0 comments
Their capex spending is largely behind them now and they should become a cash flow producing machine. Analysts are saying the decline rates in new US Permian production exceed 30% per annum, making CNQ long life reserves (of 50 years) more valuable. He expects another dividend increase next week. He hopes they don't step out to buy the Devon Jackfish assets. Yield 3.54% (Analysts’ price target is $45.03)
oil/gas
0 0 0 0 0
0 comments
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$37.590
Owned Owned
Yes

TOP PICK
Northland Power Inc(NPI-T) 

February 27, 2019

A good start to the year. They have brought on 3 wind projects and one in the North Sea. They have a 20 year agreement in Taiwan. He does not expect a dividend increase this year. They are trying to finance growth internally. His largest holding. Yield 4.86% (Analysts’ price target is $26.42)
Utilities
0 0 0 0 0
0 comments
A good start to the year. They have brought on 3 wind projects and one in the North Sea. They have a 20 year agreement in Taiwan. He does not expect a dividend increase this year. They are trying to finance growth internally. His largest holding. Yield 4.86% (Analysts’ price target is $26.42)
Utilities
0 0 0 0 0
0 comments
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$24.930
Owned Owned
Yes

TOP PICK
A new addition in his portfolio. It is large dimensional timber, with markets offshore. It has a good yield with exposure to a good management team and no debt. Yield 4.95% (Analysts’ price target is $2.53)
west coast forestry
0 0 0 0 0
0 comments
A new addition in his portfolio. It is large dimensional timber, with markets offshore. It has a good yield with exposure to a good management team and no debt. Yield 4.95% (Analysts’ price target is $2.53)
west coast forestry
0 0 0 0 0
0 comments
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$1.860
Owned Owned
Yes

TOP PICK
Evertz Technologies Ltd.(ET-T) 

February 27, 2019

Great execution in broadcast equipment, like internet protocol. Netflix and Disney need Evertz's technology. Their R&D as percentage of revenue is off the charts. Management owns 65% of the company and future acquisitions could be a catalyst. (Analysts’ price target is $18.33)
electrical/electronic
0 0 0 0 0
0 comments
Great execution in broadcast equipment, like internet protocol. Netflix and Disney need Evertz's technology. Their R&D as percentage of revenue is off the charts. Management owns 65% of the company and future acquisitions could be a catalyst. (Analysts’ price target is $18.33)
electrical/electronic
0 0 0 0 0
0 comments
James Telfser

Partner & , Aventine Management ...

Price Price
$16.160
Owned Owned
Yes

TOP PICK
ATS Automation(ATA-T) 

February 27, 2019

They make automation systems and robotics for manufacturing in autos and biopharma. ATS need to create a recurring revenue stream from that. So, this new CEO is creating that and this should raise earnings. (Analysts’ price target is $23.25)
misc industrial products
0 0 0 0 0
0 comments
They make automation systems and robotics for manufacturing in autos and biopharma. ATS need to create a recurring revenue stream from that. So, this new CEO is creating that and this should raise earnings. (Analysts’ price target is $23.25)
misc industrial products
0 0 0 0 0
0 comments
James Telfser

Partner & , Aventine Management ...

Price Price
$18.540
Owned Owned
Yes

TOP PICK
CCL Industries (B)(CCL.B-T) 

February 27, 2019

An industry leader in labels. Was trading at 26x earnings last year and now around 18x. Definitely buy on dips then hold long-term. A tailwind are resin prices dropping off. They are excellent acquirers. (Analysts’ price target is $65.38)
packaging/containers
0 0 0 0 0
0 comments
An industry leader in labels. Was trading at 26x earnings last year and now around 18x. Definitely buy on dips then hold long-term. A tailwind are resin prices dropping off. They are excellent acquirers. (Analysts’ price target is $65.38)
packaging/containers
0 0 0 0 0
0 comments
James Telfser

Partner & , Aventine Management ...

Price Price
$54.850
Owned Owned
Yes

TOP PICK
Hudbay Minerals Inc.(HBM-T) 

February 26, 2019

A cyclical, a mid-sized metal miner in Alberta as well as Peru and Arizona where they should obtain their permits. Boasts 0.8x book value. Rising copper and zinc prices are tailwinds. (Analysts’ price target is $10.09)
precious metals
0 0 0 0 0
0 comments
A cyclical, a mid-sized metal miner in Alberta as well as Peru and Arizona where they should obtain their permits. Boasts 0.8x book value. Rising copper and zinc prices are tailwinds. (Analysts’ price target is $10.09)
precious metals
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$9.070
Owned Owned
Yes

TOP PICK
Enbridge(ENB-T) 

February 26, 2019

A defensive yield play. Canada's largest pipeline, moving two-thirds of all the oil produced out of western Canada and transfer 22% of all the natural gas in North America. They've cleaned up their corporate structure and de-leveraged. They sold $3-4 billion in non-core assets like gas processing plants. They got a permit to build line 3 in Minnesota. They yield 6%. (Analysts’ price target is $54.92)
oil/gas pipelines
0 0 0 0 0
0 comments
A defensive yield play. Canada's largest pipeline, moving two-thirds of all the oil produced out of western Canada and transfer 22% of all the natural gas in North America. They've cleaned up their corporate structure and de-leveraged. They sold $3-4 billion in non-core assets like gas processing plants. They got a permit to build line 3 in Minnesota. They yield 6%. (Analysts’ price target is $54.92)
oil/gas pipelines
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$49.010
Owned Owned
Yes

TOP PICK
Royal Bank(RY-T) 

February 26, 2019

The biggest Canadian bank and among the top 10 in the world. Boasts the top wealth management business in Canada. Also in insurance and investor services. Well-diversified by business and geography including America. Pays a 4% yield and 7% dividend growth rate. He foresees double-digit returns. (Analysts’ price target is $109.56)
banks
0 0 0 0 0
0 comments
The biggest Canadian bank and among the top 10 in the world. Boasts the top wealth management business in Canada. Also in insurance and investor services. Well-diversified by business and geography including America. Pays a 4% yield and 7% dividend growth rate. He foresees double-digit returns. (Analysts’ price target is $109.56)
banks
0 0 0 0 0
0 comments
Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$102.640
Owned Owned
Yes

TOP PICK
Aritzia Inc.(ATZ-T) 

February 26, 2019

Lots of runway in the U.S. with 25 stores. They'll keep executing as they open more stores. Trades at only 17x as earnings grow 8% annually. Well-run company. They have their own in-house brands, so they can adjust to changing consumer tastes and not go out of style. (Analysts’ price target is $21.60)
Golds
0 0 0 0 0
0 comments
Lots of runway in the U.S. with 25 stores. They'll keep executing as they open more stores. Trades at only 17x as earnings grow 8% annually. Well-run company. They have their own in-house brands, so they can adjust to changing consumer tastes and not go out of style. (Analysts’ price target is $21.60)
Golds
0 0 0 0 0
0 comments
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$16.350
Owned Owned
Yes

TOP PICK
Spin Master Corp(TOY-T) 

February 26, 2019

Shares are off 20% from its highs. Its grown to be one of the biggest toymakers in the world. TOY will come out of Toys R Us' disrtuptive closing stronger. No debt. Very entreprenreurial management. A long-term hold. (Analysts’ price target is $53.44)
0 0 0 0 0
0 comments
Shares are off 20% from its highs. Its grown to be one of the biggest toymakers in the world. TOY will come out of Toys R Us' disrtuptive closing stronger. No debt. Very entreprenreurial management. A long-term hold. (Analysts’ price target is $53.44)
0
0 0 0 0 0
0 comments
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$45.010
Owned Owned
Yes

TOP PICK
Netflix Inc.(NFLX-Q) 

February 26, 2019

It's found its mojo again recently buy pumping out original new films and shows, with 80 movies on the slate for 2019-2020 which dwarfs the Hollywood studios. In 2020-1, that free cash flow will transition from cash burn into cash flow growth. As they expand globally, their free cash flow will keep growing. (Analysts’ price target is $392.65)
0 0 0 0 0
0 comments
It's found its mojo again recently buy pumping out original new films and shows, with 80 movies on the slate for 2019-2020 which dwarfs the Hollywood studios. In 2020-1, that free cash flow will transition from cash burn into cash flow growth. As they expand globally, their free cash flow will keep growing. (Analysts’ price target is $392.65)
Unknown
0 0 0 0 0
0 comments
Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$364.970
Owned Owned
Yes

TOP PICK
Trade wars pumelled China internet stocks last year, but they won't derail this long-term trend. Online retail is stronger in China than America: 20% of purchases are made online in China vs. 10% in America.
E.T.F.'s
0 0 0 0 0
0 comments
Trade wars pumelled China internet stocks last year, but they won't derail this long-term trend. Online retail is stronger in China than America: 20% of purchases are made online in China vs. 10% in America.
E.T.F.'s
0 0 0 0 0
0 comments
Tyler Mordy

President , Forstrong Global Ass...

Price Price
$47.320
Owned Owned
Yes

TOP PICK
A high-leveraged junior oil/gas play, banking on the global economy avoiding recession and settling down to a simmer. It's 80% American + 20% Canadian stocks. He doesn't see a new commodities super-cycle, but does expect a lot of upside.
E.T.F.'s
0 0 0 0 0
0 comments
A high-leveraged junior oil/gas play, banking on the global economy avoiding recession and settling down to a simmer. It's 80% American + 20% Canadian stocks. He doesn't see a new commodities super-cycle, but does expect a lot of upside.
E.T.F.'s
0 0 0 0 0
0 comments
Tyler Mordy

President , Forstrong Global Ass...

Price Price
$48.140
Owned Owned
Yes

TOP PICK
His firm partners with Horizons to actively manage this. There are 20 emerging market ETFs within this super-ETF. EM bond & equities make up 17.5% and 40% respectively.
E.T.F.'s
0 0 0 0 0
0 comments
His firm partners with Horizons to actively manage this. There are 20 emerging market ETFs within this super-ETF. EM bond & equities make up 17.5% and 40% respectively.
E.T.F.'s
0 0 0 0 0
0 comments
Tyler Mordy

President , Forstrong Global Ass...

Price Price
$10.930
Owned Owned
Yes

TOP PICK
The Stars Group Inc(TSGI-T) 

February 25, 2019

Oversold now and has a lot of room to run. This industry grows 20% a year. TSGI has expanded into the UK and Australia. Solid fundamentals. (Analysts’ price target is $38.77)
Business Services
0 0 0 0 0
0 comments
Oversold now and has a lot of room to run. This industry grows 20% a year. TSGI has expanded into the UK and Australia. Solid fundamentals. (Analysts’ price target is $38.77)
Business Services
0 0 0 0 0
0 comments
Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$21.930
Owned Owned
Yes

TOP PICK
Dollarama Inc.(DOL-T) 

February 25, 2019

It's holding above $30, a key support line. He still likes it when he bought at $50. A definite recession stock. It's continued to open stores and is getting into online sales. (Analysts’ price target is $41.43)
Consumer Products
0 0 0 0 0
0 comments
It's holding above $30, a key support line. He still likes it when he bought at $50. A definite recession stock. It's continued to open stores and is getting into online sales. (Analysts’ price target is $41.43)
Consumer Products
0 0 0 0 0
0 comments
Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$36.310
Owned Owned
Yes

TOP PICK
Suncor Energy Inc(SU-T) 

February 25, 2019

Buy this when you're bullish oil, then sell to take gains. He sees decent upside in oil to $70/barrel within the next 12 months. Pays a decent dividend. (Analysts’ price target is $53.47)
integrated oils
0 0 0 0 0
0 comments
Buy this when you're bullish oil, then sell to take gains. He sees decent upside in oil to $70/barrel within the next 12 months. Pays a decent dividend. (Analysts’ price target is $53.47)
integrated oils
0 0 0 0 0
0 comments
Andrew Pyle

Senior wea, The Pyle Group, Scot...

Price Price
$44.790
Owned Owned
Yes

TOP PICK
45 consecutive quarters of dividend increases. It benefits from rising interest rates, but also quite insulated through the cycle as well. They are now expanding into the small to medium sized companies offering payroll services. Yield 2.1% (Analysts’ price target is $154.22)
computer software/processing
0 0 0 0 0
0 comments
45 consecutive quarters of dividend increases. It benefits from rising interest rates, but also quite insulated through the cycle as well. They are now expanding into the small to medium sized companies offering payroll services. Yield 2.1% (Analysts’ price target is $154.22)
computer software/processing
0 0 0 0 0
0 comments
Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$153.180
Owned Owned
Yes

TOP PICK
Enbridge(ENB-T) 

February 22, 2019

A serial dividend raiser. It had survived a nasty 2017-18 period after the Spectra asset purchase. The balance sheet has been re-balanced. It is very cheap and the assets can not be replaced. Yield 6.1% (Analysts’ price target is $55.59)
oil/gas pipelines
0 0 0 0 0
0 comments
A serial dividend raiser. It had survived a nasty 2017-18 period after the Spectra asset purchase. The balance sheet has been re-balanced. It is very cheap and the assets can not be replaced. Yield 6.1% (Analysts’ price target is $55.59)
oil/gas pipelines
0 0 0 0 0
0 comments
Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$48.670
Owned Owned
Yes

TOP PICK
Siam Cement(SCVPF-OTC) 

February 22, 2019

It has a chemicals business which has under performed since 2016, but it is now recovering. The cement business is also beginning to recovery with projects all across Asia. It trades on the Thailand OTC market. The Thai royal family owns a large portion of the company. Yield 3.8% (Analysts’ price target is $498.44)
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
It has a chemicals business which has under performed since 2016, but it is now recovering. The cement business is also beginning to recovery with projects all across Asia. It trades on the Thailand OTC market. The Thai royal family owns a large portion of the company. Yield 3.8% (Analysts’ price target is $498.44)
INDUSTRIAL PRODUCTS
0 0 0 0 0
0 comments
Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$0.000
Owned Owned
Yes

TOP PICK
Strictly a trade within a trading range around $25 now. Resistance around $27.50. That's the range.
E.T.F.'s
0 0 0 0 0
0 comments
Strictly a trade within a trading range around $25 now. Resistance around $27.50. That's the range.
E.T.F.'s
0 0 0 0 0
0 comments
Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$24.020
Owned Owned
Yes

TOP PICK
In the past 12 months, a downtrend, then
E.T.F.'s
0 0 0 0 0
0 comments
In the past 12 months, a downtrend, then
E.T.F.'s
0 0 0 0 0
0 comments
Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$19.790
Owned Owned
Yes

TOP PICK
CASH(CASH) 

February 22, 2019

Holds 35% cash. The worst you can do is underperform, but you won't lose money. See his opening comments about the S&P at 2,800.
N/A
0 0 0 0 0
0 comments
Holds 35% cash. The worst you can do is underperform, but you won't lose money. See his opening comments about the S&P at 2,800.
N/A
0 0 0 0 0
0 comments
Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$0.000
Owned Owned
Yes

TOP PICK
It just broke out to new all time highs with strong, strong volume. (Analysts’ price target is $1163.67)
computer software/processing
0 0 0 0 0
0 comments
It just broke out to new all time highs with strong, strong volume. (Analysts’ price target is $1163.67)
computer software/processing
0 0 0 0 0
0 comments
Javed Mirza

Technical , Canaccord Genuity ...

Price Price
$1159.970
Owned Owned
Yes

TOP PICK
Lundin Mining Corp.(LUN-T) 

February 21, 2019

You have been in this downtrend since June. The low was in November but the market bottomed in December (strong sign). There is a clearly defined channel of highs and lows. Over the last couple of days it broke above the 200 day on strong volume. Buy it on short term weakness in the next little while. (Analysts’ price target is $8.41)
metal mines
0 0 0 0 0
0 comments
You have been in this downtrend since June. The low was in November but the market bottomed in December (strong sign). There is a clearly defined channel of highs and lows. Over the last couple of days it broke above the 200 day on strong volume. Buy it on short term weakness in the next little while. (Analysts’ price target is $8.41)
metal mines
0 0 0 0 0
0 comments
Javed Mirza

Technical , Canaccord Genuity ...

Price Price
$6.650
Owned Owned
Yes

TOP PICK
Encana Corp(ECA-T) 

February 21, 2019

The Canadian market topped out in August and this stock had a clearly defined drop followed by a rally. There is strong, strong volume now. It has potential to about $12. (Analysts’ price target is $12.77)
oil/gas
0 0 0 0 0
0 comments
The Canadian market topped out in August and this stock had a clearly defined drop followed by a rally. There is strong, strong volume now. It has potential to about $12. (Analysts’ price target is $12.77)
oil/gas
0 0 0 0 0
0 comments
Javed Mirza

Technical , Canaccord Genuity ...

Price Price
$9.100
Owned Owned
Yes

TOP PICK
FedEx(FDX-N) 

February 21, 2019

It came down a lot after they reduced their 2019 blaming it on macro and tariffs and those kind of things. The bad news is that growth for 2019 is sluggish. Cheap at 10 times 2020 earnings. Well positioned for growth in global commerce. All in he models 16% earning 2019-2020. Quality name on sale. you want to own it when there is doubt. (Analysts’ price target is $221.29)
Transportation
0 0 0 0 0
0 comments
It came down a lot after they reduced their 2019 blaming it on macro and tariffs and those kind of things. The bad news is that growth for 2019 is sluggish. Cheap at 10 times 2020 earnings. Well positioned for growth in global commerce. All in he models 16% earning 2019-2020. Quality name on sale. you want to own it when there is doubt. (Analysts’ price target is $221.29)
Transportation
0 0 0 0 0
0 comments
Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$182.280
Owned Owned
Yes

TOP PICK
Royal Bank(RY-T) 

February 21, 2019

Canadian Banks as a group offer value here. Estimated P/E is 11x. Lots of levers. Business mix is very good. Great customer base. All in he is modeling 5% EPS growth for a name attractively priced. (Analysts’ price target is $108.78)
banks
0 0 0 0 0
0 comments
Canadian Banks as a group offer value here. Estimated P/E is 11x. Lots of levers. Business mix is very good. Great customer base. All in he is modeling 5% EPS growth for a name attractively priced. (Analysts’ price target is $108.78)
banks
0 0 0 0 0
0 comments
Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$102.270
Owned Owned
Yes

TOP PICK
Shopify Inc.(SHOP-T) 

February 20, 2019

A world leader that is executing well on its strategy. The standard for e-commerce if you are going to sell online. He expects their EPS to double by 2020. Yield 0% (Analysts’ price target is $246.89)
0 0 0 0 0
0 comments
A world leader that is executing well on its strategy. The standard for e-commerce if you are going to sell online. He expects their EPS to double by 2020. Yield 0% (Analysts’ price target is $246.89)
0
0 0 0 0 0
0 comments
Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$236.350
Owned Owned
Yes

TOP PICK
At 23 times earnings, it is still good value. There is really no great competitor. They have a mountain of cash and management is well invested. They do great acquisitions, are cost conscious, and he has great confidence in their strategy. Yield 0.45% (Analysts’ price target is $1163.67)
computer software/processing
0 0 0 0 0
0 comments
At 23 times earnings, it is still good value. There is really no great competitor. They have a mountain of cash and management is well invested. They do great acquisitions, are cost conscious, and he has great confidence in their strategy. Yield 0.45% (Analysts’ price target is $1163.67)
computer software/processing
0 0 0 0 0
0 comments
Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$1158.440
Owned Owned
Yes

TOP PICK
Micron Technology(MU-Q) 

February 20, 2019

The CEO last week said second-half earnings will increase sharply. Their cash position has improved dramatically and they are now trading at 5 times earnings. Too cheap to ignore. Yield 0%. (Analysts’ price target is $47.30)
computer software/processing
0 0 0 0 0
0 comments
The CEO last week said second-half earnings will increase sharply. Their cash position has improved dramatically and they are now trading at 5 times earnings. Too cheap to ignore. Yield 0%. (Analysts’ price target is $47.30)
computer software/processing
0 0 0 0 0
0 comments
Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$42.210
Owned Owned
Yes

TOP PICK
Cisco(CSCO-Q) 

February 20, 2019

They aren't actually affected by China-US trade war, which is unusual for a tech company. Developing some G5 products. If some companies are banned, Cisco could take market share away from Huawei. Their new business is growing, but they need to really push it, as some of their legacy businesses are slowing down. Yield is 2.82%. (Analysts’ price target is $53.57)
electrical/electronic
0 0 0 0 0
0 comments
They aren't actually affected by China-US trade war, which is unusual for a tech company. Developing some G5 products. If some companies are banned, Cisco could take market share away from Huawei. Their new business is growing, but they need to really push it, as some of their legacy businesses are slowing down. Yield is 2.82%. (Analysts’ price target is $53.57)
electrical/electronic
0 0 0 0 0
0 comments
Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$49.630
Owned Owned
No

TOP PICK
Dollar Tree(DLTR-Q) 

February 20, 2019

The only dollar store that still fits the description. If they increased prices, they could meaningfully increase revenues and earnings. Management has resisted, but there's pressure to do this. This would add $2 per share to earnings. No dividend. (Analysts’ price target is $100.44)
merchandising/lodging
0 0 0 0 0
0 comments
The only dollar store that still fits the description. If they increased prices, they could meaningfully increase revenues and earnings. Management has resisted, but there's pressure to do this. This would add $2 per share to earnings. No dividend. (Analysts’ price target is $100.44)
merchandising/lodging
0 0 0 0 0
0 comments
Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$99.190
Owned Owned
Yes

TOP PICK
SPDR Gold ETF(GLD-N) 

February 20, 2019

It's not that she's wildly bullish on gold, but this is her hedge. Gold can perform well in a bunch of different scenarios such as a weak market, or a weak dollar, or if the US-China trade deal falls apart. Gold stocks have been very strong, which move ahead of the actual commodity. The central banks have all been buying gold.
investment companies/funds
0 0 0 0 0
0 comments
It's not that she's wildly bullish on gold, but this is her hedge. Gold can perform well in a bunch of different scenarios such as a weak market, or a weak dollar, or if the US-China trade deal falls apart. Gold stocks have been very strong, which move ahead of the actual commodity. The central banks have all been buying gold.
investment companies/funds
0 0 0 0 0
0 comments
Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$126.480
Owned Owned
Yes

TOP PICK
GMP Capital Trust Inc(GMP-T) 

February 19, 2019

Biggest independent wealth manager in Canada. GMP is paying a dividend now. They've gone into oil, gas, cannabis and cryptos to diversity and expand. Revenues in the last quarter rose 72%. Great bottom line. (Analysts’ price target is $15.44)
investment companies/funds
0 0 0 0 0
0 comments
Biggest independent wealth manager in Canada. GMP is paying a dividend now. They've gone into oil, gas, cannabis and cryptos to diversity and expand. Revenues in the last quarter rose 72%. Great bottom line. (Analysts’ price target is $15.44)
investment companies/funds
0 0 0 0 0
0 comments
Benj Gallander

President, Contra the Heard Inv...

Price Price
$2.740
Owned Owned
Yes

TOP PICK
It's done okay but he expects it to double. Has 16 outlets and just took over People's Bank to expand. Sells well below book value. They stopped paying dividends in 2011 and re-started in 2014 and have since doubled it to 2 cents. He expects another increase by end-2020. Has tremendous upside. (Analysts’ price target is $23.44)
Financial Services
0 0 0 0 0
0 comments
It's done okay but he expects it to double. Has 16 outlets and just took over People's Bank to expand. Sells well below book value. They stopped paying dividends in 2011 and re-started in 2014 and have since doubled it to 2 cents. He expects another increase by end-2020. Has tremendous upside. (Analysts’ price target is $23.44)
Financial Services
0 0 0 0 0
0 comments
Benj Gallander

President, Contra the Heard Inv...

Price Price
$9.950
Owned Owned
Yes

TOP PICK
Not too much debt. They almost went bankrupt. It's an energy services company that has switched more to the US because of the lack of pipelines in Canada. They've upgraded equipment to lessen breakdowns. So, there's more money coming in: over $42 million last quarter. The stock price has done nothing in the last while. They could rise a long way. Likes the managers. (Analysts’ price target is $6.84)
oil/gas field services
0 0 0 0 0
0 comments
Not too much debt. They almost went bankrupt. It's an energy services company that has switched more to the US because of the lack of pipelines in Canada. They've upgraded equipment to lessen breakdowns. So, there's more money coming in: over $42 million last quarter. The stock price has done nothing in the last while. They could rise a long way. Likes the managers. (Analysts’ price target is $6.84)
oil/gas field services
0 0 0 0 0
0 comments
Benj Gallander

President, Contra the Heard Inv...

Price Price
$0.760
Owned Owned
Yes

TOP PICK
This'll benefit from a US-China trade deal, which he thinks has an 80% chance of happening. Something will get signed.
E.T.F.'s
0 0 0 0 0
0 comments
This'll benefit from a US-China trade deal, which he thinks has an 80% chance of happening. Something will get signed.
E.T.F.'s
0 0 0 0 0
0 comments
Richard Croft

President, R.N. Croft Financial...

Price Price
$43.250
Owned Owned
No

TOP PICK
Bank of America(BAC-N) 

February 19, 2019

Synthetic long Buy a January 2021 $30 call option to January 2021 (costing $3.60 today). Pay for this by selling a $30 put, so you're obligated to buy BAC at $30. If BAC goes above $30, then the call option is worth something and the put will expire. If below $30, the call will expire and the put will be exercised. He can take 50 cents into his pocket immediately. He has no cash outlay. He'd get dollar-for-dollar performance on the stock between now and Jan. 2021.
banks
0 0 0 0 0
0 comments
Synthetic long Buy a January 2021 $30 call option to January 2021 (costing $3.60 today). Pay for this by selling a $30 put, so you're obligated to buy BAC at $30. If BAC goes above $30, then the call option is worth something and the put will expire. If below $30, the call will expire and the put will be exercised. He can take 50 cents into his pocket immediately. He has no cash outlay. He'd get dollar-for-dollar performance on the stock between now and Jan. 2021.
banks
0 0 0 0 0
0 comments
Richard Croft

President, R.N. Croft Financial...

Price Price
$29.130
Owned Owned
Yes

TOP PICK
Square Inc(SQ-N) 

February 19, 2019

Bull put spread Took a big hit last year, but the company is still growing with lots of potential. Sell a September $75 put option. You'll get $10.25. It's $75 now. If SQ is below that, then you have to buy it. If SQ collapses, worst-case you put it to somebody else's $60; you pay $4.30 and your out of pocket cost is $5.90/share. Options are expensive on SQ now because it's about to release earnings.
0 0 0 0 0
0 comments
Bull put spread Took a big hit last year, but the company is still growing with lots of potential. Sell a September $75 put option. You'll get $10.25. It's $75 now. If SQ is below that, then you have to buy it. If SQ collapses, worst-case you put it to somebody else's $60; you pay $4.30 and your out of pocket cost is $5.90/share. Options are expensive on SQ now because it's about to release earnings.
0
0 0 0 0 0
0 comments
Richard Croft

President, R.N. Croft Financial...

Price Price
$76.640
Owned Owned
Yes

TOP PICK
The key is that it is a free cash flow generating machine -- over $1 billion per year. He expects them to continue growing by acquisition. Technically, the stock could hit $90. Yield 0.5% (Analysts’ price target is $80.00)
food stores
0 0 0 0 0
0 comments
The key is that it is a free cash flow generating machine -- over $1 billion per year. He expects them to continue growing by acquisition. Technically, the stock could hit $90. Yield 0.5% (Analysts’ price target is $80.00)
food stores
0 0 0 0 0
0 comments
Robert McWhirte

President, Selective Asset Mana...

Price Price
$73.870
Owned Owned
Yes

TOP PICK
Badger Daylighting(BAD-T) 

February 15, 2019

Their vacuum truck business is very mobile and now less than half their business is in oil and gas. He expects earnings growth of 66% for 2018. Technically, there is a target of $40. Yield 1.47% (Analysts’ price target is $37.21)
oil/gas
0 0 0 0 0
0 comments
Their vacuum truck business is very mobile and now less than half their business is in oil and gas. He expects earnings growth of 66% for 2018. Technically, there is a target of $40. Yield 1.47% (Analysts’ price target is $37.21)
oil/gas
0 0 0 0 0
0 comments
Robert McWhirte

President, Selective Asset Mana...

Price Price
$36.600
Owned Owned
Yes

TOP PICK
Open Text(OTEX-T) 

February 15, 2019

A high free cash flow -- about three-quarters of a billion dollars annually. He expects them to continue growing by acquisition. Technically, he sees upside to $55. Yield 1.63%. (Analysts’ price target is $57.54)
computer software/processing
0 0 0 0 0
0 comments
A high free cash flow -- about three-quarters of a billion dollars annually. He expects them to continue growing by acquisition. Technically, he sees upside to $55. Yield 1.63%. (Analysts’ price target is $57.54)
computer software/processing
0 0 0 0 0
0 comments
Robert McWhirte

President, Selective Asset Mana...

Price Price
$49.700
Owned Owned
Yes

TOP PICK
Canadian National R.R.(CNR-T) 

February 15, 2019

Greater cash flow. Trains can be longer, more efficient. Costs going down, revenues up. Increased dividend by 18%. Sees no reason to sell. Yield is 1.93%. (Analysts’ price target is $119.05)
Transportation
0 0 0 0 0
0 comments
Greater cash flow. Trains can be longer, more efficient. Costs going down, revenues up. Increased dividend by 18%. Sees no reason to sell. Yield is 1.93%. (Analysts’ price target is $119.05)
Transportation
0 0 0 0 0
0 comments
David Driscoll

President , Liberty Internationa...

Price Price
$111.670
Owned Owned
Yes

TOP PICK
Ipsen SA(IPSEY-OTC) 

February 15, 2019

Targetting oncology mostly. Small cap. Growing at a rapid rate. Debt to EBITDA is only 2x. Spending 13% of revenues on R&D, which is pretty hefty. (Analysts’ price target is $143.07)
0 0 0