Recent Top Picks | StockChase

Recent Top Picks Table


Signal Opinion Expert
TOP PICK
ECN Capital(ECN-T) 

December 15, 2017

Steve Hudson is an entrepreneur who has grown and sold companies before. This is trading below its NAV, and is buying back stock. They had an investor presentation this week basically saying look for the 1st quarter to be pretty exciting in terms of acquisitions. They’ve made some acquisitions and dispositions. Has a great balance sheet. Thinks they will be very, very active. A leasing/finance company with low interest rates in a strong economy, trading below its asset value. A pretty safe bet for the next year. Dividend yield of 1%. (Analysts' price target is $5.00.)

Financial Services

Steve Hudson is an entrepreneur who has grown and sold companies before. This is trading below its NAV, and is buying back stock. They had an investor presentation this week basically saying look for the 1st quarter to be pretty exciting in terms of acquisitions. They’ve made some acquisitions and dispositions. Has a great balance sheet. Thinks they will be very, very active. A leasing/finance company with low interest rates in a strong economy, trading below its asset value. A pretty safe bet for the next year. Dividend yield of 1%. (Analysts' price target is $5.00.)

Financial Services
Peter Hodson

CEO & Head of Research, 5i Research Inc....

PricePrice
$3.850
Owned Owned
No

TOP PICK
Enbridge(ENB-T) 

December 15, 2017

This has been a tax loss selling target. There has been concern over their debt, funding of their dividend growth, whether they would be able to continue to grow at 10%, line 3 regulatory approvals, funding for their projects. Thinks it has gotten oversold and is a bit of a coiled spring. 2018 Line 3 should hit a lot of regulatory milestones. The main line volume outlook should probably clear, and he models a decent growth rate over the next couple of years. Trades at a 9.2% 2019 free cash yield, which is cheap for this. Dividend yield of 5.4%. (Analysts’ Price Target is $60.)

oil/gas pipelines

This has been a tax loss selling target. There has been concern over their debt, funding of their dividend growth, whether they would be able to continue to grow at 10%, line 3 regulatory approvals, funding for their projects. Thinks it has gotten oversold and is a bit of a coiled spring. 2018 Line 3 should hit a lot of regulatory milestones. The main line volume outlook should probably clear, and he models a decent growth rate over the next couple of years. Trades at a 9.2% 2019 free cash yield, which is cheap for this. Dividend yield of 5.4%. (Analysts’ Price Target is $60.)

oil/gas pipelines
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$49.890
Owned Owned
Yes

TOP PICK
Kinaxis Inc(KXS-T) 

December 15, 2017

A software supply chain management company. The stock went from about $90 to about $60 after they lost a customer this year. Investors thought the game was over. One customer came around and they had a good quarter. Business is really, really quite strong now. He likes that they are seating the global market. They get a customer that buys 50 or 60 seats for employees, likes the solution and then comes back and buys more and more. These are multinational corporations with the potential for giant, giant orders as they expand. The company is sitting on $150 million in cash. It's not cheap, but is one of the companies where you have great growth and a great balance sheet with a great management team. (Analysts' price target is $87.50.)

A software supply chain management company. The stock went from about $90 to about $60 after they lost a customer this year. Investors thought the game was over. One customer came around and they had a good quarter. Business is really, really quite strong now. He likes that they are seating the global market. They get a customer that buys 50 or 60 seats for employees, likes the solution and then comes back and buys more and more. These are multinational corporations with the potential for giant, giant orders as they expand. The company is sitting on $150 million in cash. It's not cheap, but is one of the companies where you have great growth and a great balance sheet with a great management team. (Analysts' price target is $87.50.)

0
Peter Hodson

CEO & Head of Research, 5i Research Inc....

PricePrice
$75.210
Owned Owned
No

TOP PICK
Pembina Pipeline Corp(PPL-T) 

December 15, 2017

Just did another accretive deal in the Duvernay. Has a number of tailwinds happening. Their volumes are ramping. They bought Veresen which is integrating and going to be accretive for them. Strong natural gas liquid pricing should help them. Sees them growing earnings at 24%. Not cheap, but is reasonable given the growth and the quality. Dividend yield of 4.8%. (Analysts' price target is $51.50.)

pipelines

Just did another accretive deal in the Duvernay. Has a number of tailwinds happening. Their volumes are ramping. They bought Veresen which is integrating and going to be accretive for them. Strong natural gas liquid pricing should help them. Sees them growing earnings at 24%. Not cheap, but is reasonable given the growth and the quality. Dividend yield of 4.8%. (Analysts' price target is $51.50.)

pipelines
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$44.460
Owned Owned
Yes

TOP PICK
Shopify Inc.(SHOP-T) 

December 15, 2017

Got beat up by the Short sellers, but their business is good. They've never missed a quarter and have almost $1 billion in cash. They are going to be profitable next year, and the earnings are going to grow out about 400%-500% on a per share basis. They are now the dominant player in facilitating online merchants. Has a tie with Amazon (AMZ-Q), which is always risky, because of Amazon's power. The Short thesis was that it was a multilevel marketing company, i.e. if I joined Shopify, and got you to join, I would get paid. That was simply wrong. A US hedge fund just picked up 8% of the company. (Analysts' price target is $151.00.)

Got beat up by the Short sellers, but their business is good. They've never missed a quarter and have almost $1 billion in cash. They are going to be profitable next year, and the earnings are going to grow out about 400%-500% on a per share basis. They are now the dominant player in facilitating online merchants. Has a tie with Amazon (AMZ-Q), which is always risky, because of Amazon's power. The Short thesis was that it was a multilevel marketing company, i.e. if I joined Shopify, and got you to join, I would get paid. That was simply wrong. A US hedge fund just picked up 8% of the company. (Analysts' price target is $151.00.)

0
Peter Hodson

CEO & Head of Research, 5i Research Inc....

PricePrice
$135.200
Owned Owned
No

TOP PICK

Thematically, India has 1.3 billion people, world's largest democracy. 65% of those people are under 35, so they have 800 million of people of consumption driven growth. 7.5% GDP. Business friendly reforms. Infrastructure projects in an under penetrated market. Analysts assume the Indian stock market can grow earnings at 22%.

E.T.F.'s

Thematically, India has 1.3 billion people, world's largest democracy. 65% of those people are under 35, so they have 800 million of people of consumption driven growth. 7.5% GDP. Business friendly reforms. Infrastructure projects in an under penetrated market. Analysts assume the Indian stock market can grow earnings at 22%.

E.T.F.'s
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$24.420
Owned Owned
Yes

TOP PICK
Allergan PLC.(AGN-N) 

December 14, 2017

They are the maker of Botox.  They have a drug for dry eye syndrome that will come off patent but his analysis of the case for losing all revenue from the drug has them still doing well.  They have a good drug pipeline.  (Analysts’ target: $225.00).

Consumer Products

They are the maker of Botox.  They have a drug for dry eye syndrome that will come off patent but his analysis of the case for losing all revenue from the drug has them still doing well.  They have a good drug pipeline.  (Analysts’ target: $225.00).

Consumer Products
Michael Simpson, CFA

Senior Vice-President, Sentry Investments...

PricePrice
$170.940
Owned Owned
Yes

TOP PICK
Norbord Inc(OSB-T) 

December 14, 2017

Oriented strand board. He’s looking for ways to get a piece of the action in US housing, which still has a decade of catching up to do. Their big problem is getting people who know how to nail a board together. The industry is really short of skilled labour, and there is a shortage of new houses and new construction. A company like this, which produces a product very similar to plywood, is very good. Sees a rising dividend in this. Dividend yield of 5.7%. (Analysts' price target is $50.50.)

household goods

Oriented strand board. He’s looking for ways to get a piece of the action in US housing, which still has a decade of catching up to do. Their big problem is getting people who know how to nail a board together. The industry is really short of skilled labour, and there is a shortage of new houses and new construction. A company like this, which produces a product very similar to plywood, is very good. Sees a rising dividend in this. Dividend yield of 5.7%. (Analysts' price target is $50.50.)

household goods
David Cockfield

Managing Director, Northland Wealth Man...

PricePrice
$42.380
Owned Owned
Yes

TOP PICK
Sun Life Financial Inc(SLF-T) 

December 14, 2017

They have done really well in Asia over the last 5 years.  They have grown it at 30%.  He sees good growth there.  They have done a great job of getting away from capital heavy businesses into capital light businesses.  12 times earnings, good valuation and a very solid company.  (Analysts’ target: $54.00).

insurance

They have done really well in Asia over the last 5 years.  They have grown it at 30%.  He sees good growth there.  They have done a great job of getting away from capital heavy businesses into capital light businesses.  12 times earnings, good valuation and a very solid company.  (Analysts’ target: $54.00).

insurance
Michael Simpson, CFA

Senior Vice-President, Sentry Investments...

PricePrice
$51.750
Owned Owned
Yes

TOP PICK
Stanley Works, The(SWK-N) 

December 14, 2017

They have power tools, fasteners and security divisions, less than 18 times earnings and a good balance sheet.  They invested in Craftsman from Sears.  55% of revenues are from the US and the rest are from outside.  They raised the dividend for 50 years.  (Analysts’ target: $183.00).

misc industrial products

They have power tools, fasteners and security divisions, less than 18 times earnings and a good balance sheet.  They invested in Craftsman from Sears.  55% of revenues are from the US and the rest are from outside.  They raised the dividend for 50 years.  (Analysts’ target: $183.00).

misc industrial products
Michael Simpson, CFA

Senior Vice-President, Sentry Investments...

PricePrice
$164.940
Owned Owned
Yes

TOP PICK
Toronto Dominion(TD-T) 

December 14, 2017

Has been a fan of this bank, particularly with their US expansion, but was disappointed, thinking the US side was not throwing off the kind of returns he originally expected. Recently, the numbers on the Canadian side were indifferent, but very good on the US side. This is a way to buy into the US market. (Analysts' price target is $70.50.)

banks

Has been a fan of this bank, particularly with their US expansion, but was disappointed, thinking the US side was not throwing off the kind of returns he originally expected. Recently, the numbers on the Canadian side were indifferent, but very good on the US side. This is a way to buy into the US market. (Analysts' price target is $70.50.)

banks
David Cockfield

Managing Director, Northland Wealth Man...

PricePrice
$71.700
Owned Owned
Yes

TOP PICK

In the past, he’s tended to focus more on the BMO Low Volatility Cdn Eqty (ZLB-T) on the Canadian side, but it lacks exposure to commodities. If you want exposure to the commodity side, this is one way to do it.

E.T.F.'s

In the past, he’s tended to focus more on the BMO Low Volatility Cdn Eqty (ZLB-T) on the Canadian side, but it lacks exposure to commodities. If you want exposure to the commodity side, this is one way to do it.

E.T.F.'s
David Cockfield

Managing Director, Northland Wealth Man...

PricePrice
$25.480
Owned Owned
Yes

TOP PICK
Alaris Royalty(AD-T) 

December 13, 2017

Invests in a diversified range of private companies in North America. A number of their investee companies ran into problems, and at the same time, they got into a dispute with the CRA. It's been a long work-out with a number of these companies, and a few are still outstanding, but most things are beginning to settle and stabilize. Some of the investments have been renegotiated and are beginning to contribute to cash flow again. The main point is that they are beginning to deploy capital again in a very significant way. This has limited downside, but great potential upside. Dividend yield of 8.6%. (Analysts' price target is $23.)

Financial Services

Invests in a diversified range of private companies in North America. A number of their investee companies ran into problems, and at the same time, they got into a dispute with the CRA. It's been a long work-out with a number of these companies, and a few are still outstanding, but most things are beginning to settle and stabilize. Some of the investments have been renegotiated and are beginning to contribute to cash flow again. The main point is that they are beginning to deploy capital again in a very significant way. This has limited downside, but great potential upside. Dividend yield of 8.6%. (Analysts' price target is $23.)

Financial Services
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$18.990
Owned Owned
Yes

TOP PICK
Comerica Inc(CMA-N) 

December 13, 2017

This is a $70 billion regional bank. Next year, the CCAR limit will rise up to $200 billion, so this bank will not have to go through that very expensive process. Compliance costs for them are coming down if deregulation hits. This is a big beneficiary of lower tax rates. There is improved commercial lending going on in the US and they benefit from that. 90% of their loans our floating rate loans. Dividend yield of 1.4%. (Analysts' price target is $83.)

banks

This is a $70 billion regional bank. Next year, the CCAR limit will rise up to $200 billion, so this bank will not have to go through that very expensive process. Compliance costs for them are coming down if deregulation hits. This is a big beneficiary of lower tax rates. There is improved commercial lending going on in the US and they benefit from that. 90% of their loans our floating rate loans. Dividend yield of 1.4%. (Analysts' price target is $83.)

banks
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$84.810
Owned Owned
Yes

TOP PICK
Hudbay Minerals Inc.(HBM-T) 

December 13, 2017

There’s been a number of base metal companies running a little recently, on the prospect of better copper and zinc markets coming forward, particularly with increasing production globally and demand for these metals. This is very well positioned, but not getting much credit for some of the things they have. Their flagship mine, Constancia, is performing very well. Yield of 0.2%. (Analysts' price target is $12.75.)

precious metals

There’s been a number of base metal companies running a little recently, on the prospect of better copper and zinc markets coming forward, particularly with increasing production globally and demand for these metals. This is very well positioned, but not getting much credit for some of the things they have. Their flagship mine, Constancia, is performing very well. Yield of 0.2%. (Analysts' price target is $12.75.)

precious metals
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$9.700
Owned Owned
Yes

TOP PICK
Charles Schwab(SCHW-Q) 

December 13, 2017

Retail and private investors are becoming more engaged with markets. There was $700 trillion in wealth created last year in the US. This company has about 10 million accounts, and are opening 100,000 accounts a month. 1% growth a month is not so bad. Their asset management and advisory business is growing very nicely. They have about $3 trillion in clients’ assets and hold a tremendous amount of cash. As rates go up, the margins they make is very, very good. Dividend yield of 0.6%. (Analysts' price target is $50.)

investment companies/funds

Retail and private investors are becoming more engaged with markets. There was $700 trillion in wealth created last year in the US. This company has about 10 million accounts, and are opening 100,000 accounts a month. 1% growth a month is not so bad. Their asset management and advisory business is growing very nicely. They have about $3 trillion in clients’ assets and hold a tremendous amount of cash. As rates go up, the margins they make is very, very good. Dividend yield of 0.6%. (Analysts' price target is $50.)

investment companies/funds
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$18.310
Owned Owned
Yes

TOP PICK
United Rentals(URI-N) 

December 13, 2017

He wants to own things that benefit from corporate and business optimism. Feels capital spending will be a significant theme and industrials will play a part. This company has 2 main businesses, they rent equipment and machinery to industrial companies, and they rent construction equipment to non-residential construction companies. This is a prime beneficiary very of a stronger US economy. It has a relatively high tax rate, so they benefit from the tax plan. They also benefit from the theme that companies don't necessarily want to spend all the money on their equipment, they want to pay for it on an ongoing basis. (Analysts' price target is $160.)

Financial Services

He wants to own things that benefit from corporate and business optimism. Feels capital spending will be a significant theme and industrials will play a part. This company has 2 main businesses, they rent equipment and machinery to industrial companies, and they rent construction equipment to non-residential construction companies. This is a prime beneficiary very of a stronger US economy. It has a relatively high tax rate, so they benefit from the tax plan. They also benefit from the theme that companies don't necessarily want to spend all the money on their equipment, they want to pay for it on an ongoing basis. (Analysts' price target is $160.)

Financial Services
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$163.810
Owned Owned
Yes

TOP PICK
George Weston Ltd.(WN-T) 

December 13, 2017

There’ve been some challenges in the frozen food area, but these are temporary, and they are going to step in and fix that. There is a new president coming in, which will pay particular attention to their problems. 70% of their exposure is Loblaw's (LB-T). Through the buyback program they’ve initiated, they are going to go through the 50% level once again. Loblaws is the dominant grocer in Canada. Dividend yield of 1.6%. (Analysts' price target is $120.50.)

food processing

There’ve been some challenges in the frozen food area, but these are temporary, and they are going to step in and fix that. There is a new president coming in, which will pay particular attention to their problems. 70% of their exposure is Loblaw's (LB-T). Through the buyback program they’ve initiated, they are going to go through the 50% level once again. Loblaws is the dominant grocer in Canada. Dividend yield of 1.6%. (Analysts' price target is $120.50.)

food processing
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$111.540
Owned Owned
Yes

TOP PICK

This is a demographic play. The stock hasn't done too much in the past 3-6 months where we have seen the overall market rally. Just did an equity issue at $15.20, to retire some debt as well as to fund an Alberta acquisition. Dividend yield of 3.7%. This is the largest Canadian operator in seniors housing. Very good operators and have a good pipeline of organic projects as well as some of their M&A. (Analysts' price target is $17.)

property mngmnt/investment

This is a demographic play. The stock hasn't done too much in the past 3-6 months where we have seen the overall market rally. Just did an equity issue at $15.20, to retire some debt as well as to fund an Alberta acquisition. Dividend yield of 3.7%. This is the largest Canadian operator in seniors housing. Very good operators and have a good pipeline of organic projects as well as some of their M&A. (Analysts' price target is $17.)

property mngmnt/investment
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$15.760
Owned Owned
Yes

TOP PICK
Enbridge(ENB-T) 

December 12, 2017

She likes the Spectra acquisition they did as it diversified them into the US and international gas. They issued $1.5 billion in a new equity issue amongst 3 private institutions, so the overhang on their funding requirements has been alleviated. Dividend yield of 5.4%, and have confirmed dividend growth of 10% annually to 2020. (Analysts' price target is $60.)

oil/gas pipelines

She likes the Spectra acquisition they did as it diversified them into the US and international gas. They issued $1.5 billion in a new equity issue amongst 3 private institutions, so the overhang on their funding requirements has been alleviated. Dividend yield of 5.4%, and have confirmed dividend growth of 10% annually to 2020. (Analysts' price target is $60.)

oil/gas pipelines
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$49.330
Owned Owned
Yes

TOP PICK
Funko Inc.(FNKO-Q) 

December 12, 2017

Collecting fads.  It is a very large and serious American company.  It has great experience even though it is new to the market.  (Analysts’ target: $12.00).

Collecting fads.  It is a very large and serious American company.  It has great experience even though it is new to the market.  (Analysts’ target: $12.00).

0
Michael Smedley

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

PricePrice
$8.040
Owned Owned
Yes

TOP PICK
Jamieson Wellness(JWEL-T) 

December 12, 2017

It is the most prominent name in wellness and vitamins.  This company is becoming globally entrenched, but it is very Canadian.  It will carry on growing.  It has had great numbers.  They are at the low end of the price range as holistic people would be willing to pay three times more for the pills.  He thinks it has growth potential.  (Analysts’ target: $22.25).

It is the most prominent name in wellness and vitamins.  This company is becoming globally entrenched, but it is very Canadian.  It will carry on growing.  It has had great numbers.  They are at the low end of the price range as holistic people would be willing to pay three times more for the pills.  He thinks it has growth potential.  (Analysts’ target: $22.25).

0
Michael Smedley

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

PricePrice
$22.320
Owned Owned
Yes

TOP PICK

He bought it last month.  They are capable of extremely high purity in nickel, which is very much in demand for batteries.  (Analysts’ target: $1.60).

integrated mines

He bought it last month.  They are capable of extremely high purity in nickel, which is very much in demand for batteries.  (Analysts’ target: $1.60).

integrated mines
Michael Smedley

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

PricePrice
$1.390
Owned Owned
Yes

TOP PICK
Unilever PLC(UL-N) 

December 12, 2017

Has held this for a number of years and thinks the emerging markets are beginning to stabilize. 57% of sales comes from emerging markets, and their target is to have 75% by 2020. The middle-class is growing, and as that happens, they will consume more of this company's products. They have homecare, personal care, beverages. Adopted zero based budgeting 2 years ago Dividend yield of 2.8%. (Analysts' price target is $60.)

food processing

Has held this for a number of years and thinks the emerging markets are beginning to stabilize. 57% of sales comes from emerging markets, and their target is to have 75% by 2020. The middle-class is growing, and as that happens, they will consume more of this company's products. They have homecare, personal care, beverages. Adopted zero based budgeting 2 years ago Dividend yield of 2.8%. (Analysts' price target is $60.)

food processing
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$56.080
Owned Owned
Yes

TOP PICK
Astrazeneca P L C(AZN-N) 

December 11, 2017

Has an impressive line of new products that should hit the market over the next 10 years, in cancer, diabetes and Alzheimer’s. They have underperformed for the last several years, and now is starting to turn the corner. Dividend yield of 4.28%. (Analysts’ Price Target is $38.)

biotechnology/pharmaceutical

Has an impressive line of new products that should hit the market over the next 10 years, in cancer, diabetes and Alzheimer’s. They have underperformed for the last several years, and now is starting to turn the corner. Dividend yield of 4.28%. (Analysts’ Price Target is $38.)

biotechnology/pharmaceutical
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$33.120
Owned Owned
Yes

TOP PICK
Badger Daylighting(BAD-T) 

December 11, 2017

It had an attack from the shorts but they failed to convince the market.  2/3ds of their business is in the US where they are just discovering hydrovacing.  They generate great free cash flow and are very well managed.  Buy it and sock it away.  (Analysts’ target: $37.00).

oil/gas

It had an attack from the shorts but they failed to convince the market.  2/3ds of their business is in the US where they are just discovering hydrovacing.  They generate great free cash flow and are very well managed.  Buy it and sock it away.  (Analysts’ target: $37.00).

oil/gas
Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Managem...

PricePrice
$28.140
Owned Owned
Yes

TOP PICK
Medical Facilities Corp.(DR-T) 

December 11, 2017

This has fallen again. The issue is that they own 6 surgical centres in the US and there is competition coming into these markets. All the things that people worry about are in place and he is using this as an opportunity to get a position. They do own the buildings. Dividend yield of 8.46%. (Analysts’ Price Target is $16.)

other services

This has fallen again. The issue is that they own 6 surgical centres in the US and there is competition coming into these markets. All the things that people worry about are in place and he is using this as an opportunity to get a position. They do own the buildings. Dividend yield of 8.46%. (Analysts’ Price Target is $16.)

other services
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$13.560
Owned Owned
Yes

TOP PICK

The only other publicly traded company other than ADW.A-T in wine.  Legislation in Ontario allows wine to be sold in grocery stores.  This is going to grow significantly.  But DWS-X also sells most of their production to a Chinese exporter.  It has higher growth potential than Brick Brewing (BRB-T).  (Analysts’ target: $0.40).

The only other publicly traded company other than ADW.A-T in wine.  Legislation in Ontario allows wine to be sold in grocery stores.  This is going to grow significantly.  But DWS-X also sells most of their production to a Chinese exporter.  It has higher growth potential than Brick Brewing (BRB-T).  (Analysts’ target: $0.40).

0
Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Managem...

PricePrice
$0.325
Owned Owned
Yes

TOP PICK

Enbridge (ENB-T) rolls a portion of their Canadian assets into this and pay out the depreciation giving a nice yield. He accumulates this when it is in the $27-$28 range. Believes they will grow the dividend 10%. Dividend yield of 7.03%. (Analysts’ Price Target is $34.)

oil/gas

Enbridge (ENB-T) rolls a portion of their Canadian assets into this and pay out the depreciation giving a nice yield. He accumulates this when it is in the $27-$28 range. Believes they will grow the dividend 10%. Dividend yield of 7.03%. (Analysts’ Price Target is $34.)

oil/gas
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$29.240
Owned Owned
Yes

TOP PICK
Park Lawn Corp(PLC-T) 

December 11, 2017

The only death care stock in Canada.  It is solid from the demographics alone but they are also consolidating within the industry.  He thinks they will eventually be sold to a larger player.  They have a good land holding.  (Analysts’ target: $24.88).

REAL ESTATE

The only death care stock in Canada.  It is solid from the demographics alone but they are also consolidating within the industry.  He thinks they will eventually be sold to a larger player.  They have a good land holding.  (Analysts’ target: $24.88).

REAL ESTATE
Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Managem...

PricePrice
$20.650
Owned Owned
Yes

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