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TOP PICK
TOP PICK
May 5, 2021
There's been talk of change of the US healthcare system for years, but Covid is making it difficult to do that right now and makes healthcare protected from attack. Strong seasonal period right now. Elective surgeries coming back. Huge opportunity for an uptick at least until August. Yield is 1.39%.
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There's been talk of change of the US healthcare system for years, but Covid is making it difficult to do that right now and makes healthcare protected from attack. Strong seasonal period right now. Elective surgeries coming back. Huge opportunity for an uptick at least until August. Yield is 1.39%.
Brooke Thackray
Price
$123.250
Owned
Yes
TOP PICK
TOP PICK
May 5, 2021
Not an exciting sector, but this is the time of year it tends to do well, especially if the market's getting a little softer. In March, the sector outperformed the market. It is expensive at 21.5 PE, but investors are willing to pay up when they're concerned about market valuations. Yield is 2.52%.
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Not an exciting sector, but this is the time of year it tends to do well, especially if the market's getting a little softer. In March, the sector outperformed the market. It is expensive at 21.5 PE, but investors are willing to pay up when they're concerned about market valuations. Yield is 2.52%.
Brooke Thackray
Price
$69.720
Owned
Yes
TOP PICK
TOP PICK
May 5, 2021
This is not a long-term call, but one for the next 4-5 months. Strong seasonality right now, and rates have pulled back a bit. Bond allocation in a portfolio still makes sense. Yield is 0.89%.
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This is not a long-term call, but one for the next 4-5 months. Strong seasonality right now, and rates have pulled back a bit. Bond allocation in a portfolio still makes sense. Yield is 0.89%.
Brooke Thackray
Price
$114.340
Owned
No
TOP PICK
TOP PICK
May 4, 2021
Stockchase Research Editor: Michael O'Reilly A way to play the global recovery in oil and gas, while avoiding the pipeline drama in North America. The company is working to become carbon neutral by 2050, is one of the largest producers in the world, and is investing in renewable energy. It trades below book value and at 8.5x forward earnings. It pays a good dividend, backed by a payout ratio under 30% of next year's cash flow. We would buy this with a stop loss at $30, looking to achieve $51 -- upside potential over 30%. Yield 3.37% (Analysts’ price target is $50.86)
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Stockchase Research Editor: Michael O'Reilly A way to play the global recovery in oil and gas, while avoiding the pipeline drama in North America. The company is working to become carbon neutral by 2050, is one of the largest producers in the world, and is investing in renewable energy. It trades below book value and at 8.5x forward earnings. It pays a good dividend, backed by a payout ratio under 30% of next year's cash flow. We would buy this with a stop loss at $30, looking to achieve $51 -- upside potential over 30%. Yield 3.37% (Analysts’ price target is $50.86)
TOP PICK
TOP PICK
May 4, 2021
Stockchase Research Editor: Michael O'Reilly CIEN is an internet network solutions company that is well poised for the growth in 5G. Recently reported earnings of $0.52 per share beat analyst expectations by 15%. Less than 2/3 of revenue is derived in North America, providing global diversification. The company holds $1.3 billion in cash. Announcements by the Biden Administration to strengthen internet infrastructure will keep demand for their 5G applications growing. We would buy this with a stop loss at $39, looking to achieve $60 -- upside potential over 19%. Yield 0% (Analysts’ price target is $59.56)
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Ciena (CIEN-N)
May 4, 2021
Stockchase Research Editor: Michael O'Reilly CIEN is an internet network solutions company that is well poised for the growth in 5G. Recently reported earnings of $0.52 per share beat analyst expectations by 15%. Less than 2/3 of revenue is derived in North America, providing global diversification. The company holds $1.3 billion in cash. Announcements by the Biden Administration to strengthen internet infrastructure will keep demand for their 5G applications growing. We would buy this with a stop loss at $39, looking to achieve $60 -- upside potential over 19%. Yield 0% (Analysts’ price target is $59.56)
TOP PICK
TOP PICK
May 4, 2021
Stockchase Research Editor: Michael O'Reilly PYPL has seen its digital payment business grow with the pandemic e-commerce and contactless transactions. Earnings growth has been over 10% for 7 of the past 8 quarters. The company is sitting on over $18 billion in cash reserves. Earnings are being released tomorrow, so this has a little bit more short term volatility. We would buy this with a stop loss at $180, looking to achieve $311 -- upside potential exceeding 25%. Yield 0% (Analysts’ price target is $310.53)
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Stockchase Research Editor: Michael O'Reilly PYPL has seen its digital payment business grow with the pandemic e-commerce and contactless transactions. Earnings growth has been over 10% for 7 of the past 8 quarters. The company is sitting on over $18 billion in cash reserves. Earnings are being released tomorrow, so this has a little bit more short term volatility. We would buy this with a stop loss at $180, looking to achieve $311 -- upside potential exceeding 25%. Yield 0% (Analysts’ price target is $310.53)
Stockchase Research
Price
$249.330
Owned
_N/A
TOP PICK
TOP PICK
May 4, 2021
His pick in cannabis (the complete opposite to Organigram). They're a Canadian company but they operate entirely in the U.S., and (after a recent $300 million purchase) five western European countries. In terms of cannabis legalization, Europe is roughly where the U.S. was three years ago. He alsolikes that they're vertically integrated with 23 cultivation sites, 24 processing ones, and 106 dispensaries with licenses to add 30 across 23 American states. He likes that they're leveraging their roots in medical MJ, branching into the bigger recreational market. They rise above other cannabis companies by offering good governance, sound strategy and executive ownership of shares. Checks all the boxes. (Analysts’ price target is $28.02)
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His pick in cannabis (the complete opposite to Organigram). They're a Canadian company but they operate entirely in the U.S., and (after a recent $300 million purchase) five western European countries. In terms of cannabis legalization, Europe is roughly where the U.S. was three years ago. He alsolikes that they're vertically integrated with 23 cultivation sites, 24 processing ones, and 106 dispensaries with licenses to add 30 across 23 American states. He likes that they're leveraging their roots in medical MJ, branching into the bigger recreational market. They rise above other cannabis companies by offering good governance, sound strategy and executive ownership of shares. Checks all the boxes. (Analysts’ price target is $28.02)
Brian Madden
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
May 4, 2021
He owns this for income. This is THE turnaround play in Canadian banking. It has a new female CEO of colour, so kudos to them. He expects her to close the productivity gap in core deposit and lending, building out the fledgling securities business and diversifying beyond Quebec. If she succeeds, the stock will turnaround. It's rate a Canadian bank install an outsider, but it speaks to their need for change. (Analysts’ price target is $40.90)
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He owns this for income. This is THE turnaround play in Canadian banking. It has a new female CEO of colour, so kudos to them. He expects her to close the productivity gap in core deposit and lending, building out the fledgling securities business and diversifying beyond Quebec. If she succeeds, the stock will turnaround. It's rate a Canadian bank install an outsider, but it speaks to their need for change. (Analysts’ price target is $40.90)
Brian Madden
Price
$42.590
Owned
Yes
TOP PICK
TOP PICK
May 4, 2021
A value cyclical play. They're the world's biggest producer of methanol. They reported a blow-out Q1 last week due to strong methanol demand roaring back from the abyss of last year as people start driving and flying again. Industrial demand has remained strong. They operate six plants tglobally, located near cheap natural gas stocks. Share have recovered nicely since last year, but he sees even more upside. It trades at 2.4x book value, a discount for them. (Analysts’ price target is $53.50)
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A value cyclical play. They're the world's biggest producer of methanol. They reported a blow-out Q1 last week due to strong methanol demand roaring back from the abyss of last year as people start driving and flying again. Industrial demand has remained strong. They operate six plants tglobally, located near cheap natural gas stocks. Share have recovered nicely since last year, but he sees even more upside. It trades at 2.4x book value, a discount for them. (Analysts’ price target is $53.50)
Brian Madden
Price
$47.610
Owned
Yes
TOP PICK
TOP PICK
May 3, 2021
It is into earth. If you own the gravel pits then you dominate that market. It is expensive to transport aggregates very far. A lot of private gravel pits are thinking of selling due to US tax changes and so MLM-N is in a good position to grow. (Analysts’ price target is $348.36)
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It is into earth. If you own the gravel pits then you dominate that market. It is expensive to transport aggregates very far. A lot of private gravel pits are thinking of selling due to US tax changes and so MLM-N is in a good position to grow. (Analysts’ price target is $348.36)
Brendan Caldwell
Price
$354.560
Owned
Yes
TOP PICK
TOP PICK
May 3, 2021
Air conditioning. Many A/C units are very, very old. They have a tremendous opportunity for growth. (Analysts’ price target is $278.17)
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Watsco Inc (WSO-N)
May 3, 2021
Air conditioning. Many A/C units are very, very old. They have a tremendous opportunity for growth. (Analysts’ price target is $278.17)
Brendan Caldwell
Price
$294.840
Owned
Yes
TOP PICK
TOP PICK
May 3, 2021
They make fasteners. They are in the business of making companies more efficient. They make vending machines that manage the inventory department. In our new environment, boring may be exciting in an unexpected way. (Analysts’ price target is $49.67)
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They make fasteners. They are in the business of making companies more efficient. They make vending machines that manage the inventory department. In our new environment, boring may be exciting in an unexpected way. (Analysts’ price target is $49.67)
Brendan Caldwell
Price
$52.910
Owned
Yes
TOP PICK
TOP PICK
April 30, 2021
No one is looking in the small cap where there are huge opportunities. Still see meaningful upside. $60 oil means their free cashflow goes up by 10x. At $60 oil, it would generate $144M of free cashflow. Leveraged to the oil price. 54% free cashflow yield and the name would trade at a 3x multiple. Could go to $0.90 share price. At $70 oil, could go above $1.00. Must refinance debt but expects positive outcomes. There is some risk. (Analysts’ price target is $0.47)
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No one is looking in the small cap where there are huge opportunities. Still see meaningful upside. $60 oil means their free cashflow goes up by 10x. At $60 oil, it would generate $144M of free cashflow. Leveraged to the oil price. 54% free cashflow yield and the name would trade at a 3x multiple. Could go to $0.90 share price. At $70 oil, could go above $1.00. Must refinance debt but expects positive outcomes. There is some risk. (Analysts’ price target is $0.47)
Eric Nuttall
Price
$0.600
Owned
Yes
TOP PICK
TOP PICK
April 30, 2021
Bought strategic positions in this company. Trading just under 3x cashflow at $60 oil. Higher operating costs. A boring play but at $70 oil, they generate gobs of free cashflow. De-leveraging and balance sheet is improving. Looking for a dividend in the future. Share buy back and acquisitions will add attractiveness. (Analysts’ price target is $2.65)
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Bought strategic positions in this company. Trading just under 3x cashflow at $60 oil. Higher operating costs. A boring play but at $70 oil, they generate gobs of free cashflow. De-leveraging and balance sheet is improving. Looking for a dividend in the future. Share buy back and acquisitions will add attractiveness. (Analysts’ price target is $2.65)
Eric Nuttall
Price
$2.550
Owned
Yes
TOP PICK
TOP PICK
April 30, 2021
A microcap. Getting a shrewd operator. Had to operate during the worst bare market in oil. Has 20 years of drilling inventory with 23% free cashflow yield now. 2.1x cashflow at $60 and under 2x at $65. Could privatize themselves 6x before extinguishing inventory. Tons of free cashflow. 4x multiple would mean a double. A very big pricing leverage to a rising oil price. Will be debt free before the end of the year. (Analysts’ price target is $0.71)
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Gear Energy (GXE-T)
April 30, 2021
A microcap. Getting a shrewd operator. Had to operate during the worst bare market in oil. Has 20 years of drilling inventory with 23% free cashflow yield now. 2.1x cashflow at $60 and under 2x at $65. Could privatize themselves 6x before extinguishing inventory. Tons of free cashflow. 4x multiple would mean a double. A very big pricing leverage to a rising oil price. Will be debt free before the end of the year. (Analysts’ price target is $0.71)
Eric Nuttall
Price
$0.510
Owned
Yes
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