Recent Top Picks | StockChase

Home > Recent Top Picks

Recent Top Picks Table


Signal Opinion Expert

2017-11-22

TOP PICK
Cara Operations Ltd. (CARA-T)

The largest restaurant chain in Canada, and have grown quite a bit by acquisition. The stock went public and it was a market darling until it got overpriced. Then with the downturn in Alberta, oil prices started to tumble and people stopped going, so same-store sales took a big hit. That is now starting to stabilize. They’ve made some acquisitions which have diversified them. Valuation is very reasonable. Dividend yield of 1.6%. (Analysts’ price target is $26.)

food services
Norman Levine

Managing Director, Portfolio Management Corp

Price: $0.000
Owned: Yes

2017-11-22

TOP PICK
Open Text (OTEX-T)

A market consolidator in business software, helping large businesses organize information, storing it and retrieving it. Their acquisition policy is buying up competitors. Did a couple of acquisitions earlier this year, and the market is waiting to see how those work out. Dividend yield of 1.6%. (Analysts’ price target is $40.)

computer software/processing
Norman Levine

Managing Director, Portfolio Management Corp

Price: $0.000
Owned: Yes

2017-11-22

TOP PICK
Sanofi-Aventis (SNY-N)

An international health care company, mainly in rare diseases, MS, immunology and oncology. Has been growing both by acquisition and through drugs of its own. Earlier this year, they bought Boehringer Ingelheim’s consumer products division. The latest quarter was a little soft and the market has punished them. He doesn’t worry about quarter to quarter. They’ve developed some drugs with Regeneron. Their partnership is dissolving, but any drugs they’ve developed, will continue on. A good, long term investment. Dividend yield of 3.7%. (Analysts’ price target is $54.)

Pharma & Healthcare
Norman Levine

Managing Director, Portfolio Management Corp

Price: $0.000
Owned: Yes

2017-11-21

TOP PICK
Hamamatsu Photonics (6965-JP)

This builds components, which generally deduct very low levels of light or ionizing radiation. Also has sources that generate light and generate ionizing radiation. You can’t build a blood analyser or a gene sequencer without their equipment. You can’t build an optical chip inspection system. It is necessary for downhole tools for oil and gas, to measure while drilling. They’ve built equipment that dices semiconductor wafers down into individual chips. An extremely innovative company that does a huge amount of research and development. Has lived through major product lines, disappearing and replacing them repeatedly over a 40-50 year history. Really strong balance sheet. Business has started to turn around as optical inspection orders have started to come in. He is hoping for an upswing in the oil/gas equipment business. Dividend yield of 0.9%. (Analysts’ price target is ¥4.075.)

David Fingold

VP and Portfolio Manager, Dynamic Funds

Price: $0.000
Owned: Yes

2017-11-21

TOP PICK
Hoya Corporation (7741-JP)

The world’s low-cost producer of eyeglass lenses. Thinks this will benefit from the merger of Luxottica/Essilor merger, because he thinks the market share will be in play. They made them at very low cost in Thailand. The Thailand floods hit them, so they built the 2nd plant in the Philippines, an extremely low-cost place to make things. Very high-quality products made in a low-cost environment. This is also a monopoly producer of glass substrate for hard disks, and believes they dominate 2.5”. There are still 3.5” platters to be converted to glass, which is a huge opportunity. Dividend yield of 1.3%. (Analysts’ price target is ¥6,530.)

Healthcare
David Fingold

VP and Portfolio Manager, Dynamic Funds

Price: $0.000
Owned: Yes

2017-11-21

TOP PICK
Bank of America (BAC-N)

When in a strong market and there is clear leadership, there is no reason to jump from one boxcar to another. If the things causing structural change are continuing to strengthen, that is a good reason to stay in position. There are 4 key things that are going to move this higher. 1.) Rising interest rates. 2.) Deregulation. 3.) Cost cutting. (Have cut $10 billion of expenses since 2010.) 4.) Economic growth is accelerating, which helps grow business. Raised their dividend 60% last year, and it is going to increase again this year. Financials can be revalued, multiples can expand and earnings can get better, for 5 to 7 years. Dividend yield of 1.8%. (Analysts’ price target is $29.)

banks
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $26.730
Owned: Yes

2017-11-21

TOP PICK
DowDuPont Inc. (DWDP-N)

The scenario is playing out, the merger is complete and they are working toward spinning out these 3 different businesses. The economy continues to get better, so pricing is good. Feedstock costs are low. This can go on for a long time. The dividend will grow. Dividend yield of 2.2%. (Analysts’ price target is $80.)

chemicals
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $71.260
Owned: Yes

2017-11-21

TOP PICK
Microsoft (MSFT-Q)

The Cloud theme they embarked on is accelerating. Azure grew 90% in the most recent quarter. It’s a $20 billion business today in a $200 billion market that is growing. They have the enterprise customers, and have shown they can get them. They invested up front for the infrastructure and the margins get better. Their margins went up by 8% in the quarter. Subscription software is growing very, very nicely. These businesses will grow whether or not the economy grows. It is inexpensive. Dividend yield of 2%. (Analysts’ price target is $92.)

computer software/processing
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $83.720
Owned: Yes

2017-11-21

TOP PICK
Strauss Group (STRS-IT)

The 3rd largest coffee producer globally. They dominate the market in South America and Eastern Europe. The largest global producer of things like dips and spreads, primarily hummus, baba ganoush and guacamole. Their brand in North America is Sabra. They are opening up in Australia and New Zealand. Dividend yield of 1.9%. (Analysts’ price target is ILS 76.50.)

David Fingold

VP and Portfolio Manager, Dynamic Funds

Price: $0.000
Owned: Yes

2017-11-20

TOP PICK
TravelSky Technology Ltd. (0696-HKG)

They are a global distribution system that allows airline reservations.  That market is growing in leaps and bounds in China.  They can’t be competed with by North American systems.  (Analysts’ target: HK$24.58).

Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates

Price: $0.000
Owned: Yes

2017-11-20

TOP PICK
Persol Holdings (Formerly Temp Holdings) co. Ltd. (2181 JP)

There are one and a half offers for every candidate.  You also have women entering into the workforce.  Companies need to hire HR firms.  He expects double digit growth.  They can help you source temporary workers including foreigners.  (Analysts’ target: 2745.).

Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates

Price: $0.000
Owned: Yes

2017-11-20

TOP PICK
Horizons Inovestor Canadian Equity Index (INOC-T)

A brand-new ETF. They are not doing just industrials, they are also doing consumer goods and services. Still has some financials, about 22% instead of the usual 40%. Also has about 8% tech and industrials at about 34%.

E.T.F.'s
John Hood

President & Portfolio Manager, J. C Hood Investment.

Price: $10.030
Owned: No

2017-11-20

TOP PICK
Novartis AG (NVS-N)

It is a very big company with a pipeline of 13 drugs that are close to approves that could be blockbusters.  They have drugs for heart failure that cardiologists are keen on.  They have an eye care drug.  They have a nice mixture of health care drugs.  Pharma is unloved but that is an opportunity he can see.  (Analysts’ target: $93.00).

biotechnology/pharmaceutical
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates

Price: $83.220
Owned: Yes

2017-11-20

TOP PICK
SPDR Industrial E.T.F. (XLI-N)

This has some of his favourite stuff in it, such as defence stocks, plus a lot of industrial stuff.

E.T.F.'s
John Hood

President & Portfolio Manager, J. C Hood Investment.

Price: $70.820
Owned: No

2017-11-20

TOP PICK
BMO S&P/TSX Eq. Wt. Industrials (ZIN-T)

He likes this, because you are dealing with Air Canada, Canadian Pacific, a bunch of airlines, Bombardier, etc., away from the normal financials. Has done very well when compared with the TSX.

E.T.F.'s
John Hood

President & Portfolio Manager, J. C Hood Investment.

Price: $26.050
Owned: No

2017-11-17

TOP PICK
Altagas Ltd (ALA-T)

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

oil/gas
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $29.010
Owned: Yes

2017-11-17

TOP PICK
Bombardier Inc (B) (BBD.B-T)

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

transportation equip & components
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $3.100
Owned: Yes

2017-11-17

TOP PICK
Hudson Bay Co. (HBC-T)

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

department stores
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $11.290
Owned: No

2017-11-17

TOP PICK
iShares Nasdaq BioTech ETF (IBB-Q)

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

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

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $311.210
Owned: Yes

2017-11-17

TOP PICK
Pretium Resources (PVG-T)

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

Mining
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $14.060
Owned: No

2017-11-17

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

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

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

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $12.890
Owned: Yes

2017-11-16

TOP PICK
Anthem Inc (ANTM-N)

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

medical services
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $220.890
Owned: Yes

2017-11-16

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

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

wholesale distributors
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $6.810
Owned: Yes

2017-11-16

TOP PICK
Freehold Royalties (FRU-T)

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

oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $15.090
Owned: Yes

2017-11-16

TOP PICK
goeasy (GSY-T)

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

merchandising/lodging
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $33.230
Owned: Yes

2017-11-16

TOP PICK
Microsoft (MSFT-Q)

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

computer software/processing
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $83.200
Owned: Yes

2017-11-16

TOP PICK
Rocky Mountain Dealerships (RME-T)

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

Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $12.900
Owned: Yes

2017-11-15

TOP PICK
C & J Energy Services (CJ-N)

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

Energy Infrastructure, Industrials & Utilities
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $29.350
Owned: Yes

2017-11-15

TOP PICK
Metro Inc (A) (MRU-T)

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

food stores
Robert McWhirter

President, Selective Asset Management

Price: $41.550
Owned: Yes

2017-11-15

TOP PICK
Rocky Mountain Dealerships (RME-T)

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

Robert McWhirter

President, Selective Asset Management

Price: $12.400
Owned: No

Showing 1 to 30 of 24,649 entries
<< < 1 2 3 4 5 > >>