Recent Top Picks | StockChase

Recent Top Picks Table


Signal Opinion Expert
TOP PICK
Bank of Nova Scotia(BNS-T) 

January 17, 2018

Canada's 2nd largest bank and the most globally ambitious in terms of expansion. Earns about 14.5% ROE and grows earnings at about 7% compounded annually. Its expanding through a $2.9 billion acquisition of BBVA's Chile's franchise, which will catapult them into the #2 position in that market. Dividend yield of 3.9%. (Analysts' price target is $90.50.)

banks

Canada's 2nd largest bank and the most globally ambitious in terms of expansion. Earns about 14.5% ROE and grows earnings at about 7% compounded annually. Its expanding through a $2.9 billion acquisition of BBVA's Chile's franchise, which will catapult them into the #2 position in that market. Dividend yield of 3.9%. (Analysts' price target is $90.50.)

banks
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment ...

PricePrice
$81.600
Owned Owned
Yes

TOP PICK
CCL Industries (B)(CCL.B-T) 

January 17, 2018

This is off 20% from its high. They are in packaging and Avery. Has a massive client base. It’s down because 1) they had a bit of a hit when some of their property prices (?) spiked because of hurricanes in the US. 2.) Cdn$ strength is not great for them. 3.) The Potash/Agrium merger might have created a lot of movement in materials, and there might be a lot of selling out of CCL. It's missed 2 quarters in a row.  Dividend yield of 0.8%. (Analysts' price target is $67.)

packaging/containers

This is off 20% from its high. They are in packaging and Avery. Has a massive client base. It’s down because 1) they had a bit of a hit when some of their property prices (?) spiked because of hurricanes in the US. 2.) Cdn$ strength is not great for them. 3.) The Potash/Agrium merger might have created a lot of movement in materials, and there might be a lot of selling out of CCL. It's missed 2 quarters in a row.  Dividend yield of 0.8%. (Analysts' price target is $67.)

packaging/containers
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$57.410
Owned Owned
Yes

TOP PICK
Franco-Nevada Corp.(FNV-T) 

January 17, 2018

Management and founders pioneered the concept of resource royalties back in the mid-1980s. The attraction is the commodity price exposure, but insulating the shareholder from operating and capital costs of overruns that the mining industry is continually plagued with. This has outperformed the TSX Gold group in 8 of the 10 years since the IPO. Dividend yield of 1.1%. (Analysts' price target is $111.15.)

precious metals

Management and founders pioneered the concept of resource royalties back in the mid-1980s. The attraction is the commodity price exposure, but insulating the shareholder from operating and capital costs of overruns that the mining industry is continually plagued with. This has outperformed the TSX Gold group in 8 of the 10 years since the IPO. Dividend yield of 1.1%. (Analysts' price target is $111.15.)

precious metals
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment ...

PricePrice
$98.140
Owned Owned
Yes

TOP PICK
General Electric(GE-N) 

January 17, 2018

In the speculative portfolio he manages, he has taken a position in this. It was the dog of the Dow last year. When he was preparing for this show, it was trending nicely and was the 2nd best performer in the Dow this year. Now it is on its way to becoming another dog of the Dow this year. This is purely an asset play. He is looking for Flannery to move this company around and try to take advantage. All the negative news today has caused another downside of about 3.5%-4%. This is not in his core portfolio or his US growth portfolio, it is in his aggressive portfolio. Dividend yield of 2.6%. (Analysts' price target is $20.95.)

electrical/electronic

In the speculative portfolio he manages, he has taken a position in this. It was the dog of the Dow last year. When he was preparing for this show, it was trending nicely and was the 2nd best performer in the Dow this year. Now it is on its way to becoming another dog of the Dow this year. This is purely an asset play. He is looking for Flannery to move this company around and try to take advantage. All the negative news today has caused another downside of about 3.5%-4%. This is not in his core portfolio or his US growth portfolio, it is in his aggressive portfolio. Dividend yield of 2.6%. (Analysts' price target is $20.95.)

electrical/electronic
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$17.350
Owned Owned
Yes

TOP PICK
Shopify Inc.(SHOP-T) 

January 17, 2018

Canada's largest e-commerce enablement company. The revenue model is by taking a percentage of sales their merchants generate from their site, and partly subscription based, for hosting their e-commerce enabled web site. The connectivity is very good in that they allow the merchants to sell on social media, the web, Amazon, bricks and mortar stores, etc. (Analysts' price target is $188.)

Canada's largest e-commerce enablement company. The revenue model is by taking a percentage of sales their merchants generate from their site, and partly subscription based, for hosting their e-commerce enabled web site. The connectivity is very good in that they allow the merchants to sell on social media, the web, Amazon, bricks and mortar stores, etc. (Analysts' price target is $188.)

0
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment ...

PricePrice
$142.720
Owned Owned
Yes

TOP PICK

Trading in the middle of 5-year range. Fracing in the US requires a lot of silicone sand. Trading at about 11X earnings. He was really interested when he saw a big move from one side of the boat to the other side of the boat by the street.  It’s coming up as a Top Pick in a lot of reports. As long as they maintain their pricing power and as long as activity stays high in rig counts in the US, it is supported. Dividend yield of 0.7%. (Analysts' price target is $43.)

Trading in the middle of 5-year range. Fracing in the US requires a lot of silicone sand. Trading at about 11X earnings. He was really interested when he saw a big move from one side of the boat to the other side of the boat by the street.  It’s coming up as a Top Pick in a lot of reports. As long as they maintain their pricing power and as long as activity stays high in rig counts in the US, it is supported. Dividend yield of 0.7%. (Analysts' price target is $43.)

0
Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$36.250
Owned Owned
Yes

TOP PICK
Aegon N.V.(AEG-N) 

January 16, 2018

A big company in wealth management and insurance, based in Holland. It seems to be undergoing a turnaround and is gaining some momentum. They are in many countries and has a big operation in the US. Dividend yield of 4.3%. (Analysts' price target is $6.45.)

Financial Services

A big company in wealth management and insurance, based in Holland. It seems to be undergoing a turnaround and is gaining some momentum. They are in many countries and has a big operation in the US. Dividend yield of 4.3%. (Analysts' price target is $6.45.)

Financial Services
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$6.810
Owned Owned
Yes

TOP PICK

North America's #1 leading fleet vehicle/fleet manager. They run fleets of vehicles for corporations. Trades at a big discount to international comparables. Trading at 9X earnings. There has been recent insider buying. Dividend yield of 3.2%. (Analysts' price target is $11.)

North America's #1 leading fleet vehicle/fleet manager. They run fleets of vehicles for corporations. Trades at a big discount to international comparables. Trading at 9X earnings. There has been recent insider buying. Dividend yield of 3.2%. (Analysts' price target is $11.)

0
Alex Ruus

Portfolio Manager, Arrow Capital Manage...

PricePrice
$9.050
Owned Owned
Yes

TOP PICK
GMP Capital Trust Inc(GMP-T) 

January 16, 2018

In 2 areas, wealth management via Richardson Securities and in commodities in terms of raising capital for mining organizations. A little over a year ago, they bought First Energy which got them into oil and gas, but now have also moved into cyber currencies, and into marijuana, 2 fast growing fields. Last quarter, they lost about $2.8 million, and revenues went down about 21%. Thinks this could be a very good year for them. A lot of their competition has fallen by the wayside and a lot have merged.

investment companies/funds

In 2 areas, wealth management via Richardson Securities and in commodities in terms of raising capital for mining organizations. A little over a year ago, they bought First Energy which got them into oil and gas, but now have also moved into cyber currencies, and into marijuana, 2 fast growing fields. Last quarter, they lost about $2.8 million, and revenues went down about 21%. Thinks this could be a very good year for them. A lot of their competition has fallen by the wayside and a lot have merged.

investment companies/funds
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$3.900
Owned Owned
Yes

TOP PICK
Magna Int'l. (A)(MG-T) 

January 16, 2018

Regarding concerns on NAFTA, no one knows what Trump is going to do. He thinks it is a bit of a red herring. Behind the scenes there is a lot of support. 95% of US businesses want to keep NAFTA in place. There is already a NAFTA discount in the whole auto sector, which has created really cheap valuations. This is trading at 7X earnings. Thinks it continues to grow at double digits for the next several years, even in a flat to slightly down North American auto market. It is a leader in autonomous driving technology. Dividend yield of 1.9%. (Analysts' price target is $65.)

Automotive

Regarding concerns on NAFTA, no one knows what Trump is going to do. He thinks it is a bit of a red herring. Behind the scenes there is a lot of support. 95% of US businesses want to keep NAFTA in place. There is already a NAFTA discount in the whole auto sector, which has created really cheap valuations. This is trading at 7X earnings. Thinks it continues to grow at double digits for the next several years, even in a flat to slightly down North American auto market. It is a leader in autonomous driving technology. Dividend yield of 1.9%. (Analysts' price target is $65.)

Automotive
Alex Ruus

Portfolio Manager, Arrow Capital Manage...

PricePrice
$72.200
Owned Owned
Yes

TOP PICK
Quarterhill Inc(QTRH-T) 

January 16, 2018

A patent troll, and has done a deal with Samsung, Kyocera and just bought a bunch of patents from Panasonic. They've expanded into the Internet of things and did 2 big takeovers last year, which meant their cash hoard went down from $100 million to $40 million. Just hired David Parker, a Senior VP at OpenText, and under him have done $2.5 billion of acquisitions. Thinks this is in an expansion mode. They've earned about $22 million. Dividend yield of 2.2%. (Analysts' price target is $3.)

electrical/electronic

A patent troll, and has done a deal with Samsung, Kyocera and just bought a bunch of patents from Panasonic. They've expanded into the Internet of things and did 2 big takeovers last year, which meant their cash hoard went down from $100 million to $40 million. Just hired David Parker, a Senior VP at OpenText, and under him have done $2.5 billion of acquisitions. Thinks this is in an expansion mode. They've earned about $22 million. Dividend yield of 2.2%. (Analysts' price target is $3.)

electrical/electronic
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$2.340
Owned Owned
Yes

TOP PICK

The world's largest package document/delivery company. A clear beneficiary of what is happening with everybody's purchasing behaviour. Produces a lot of free cash flow. Dividend yield 2.5%. (Analysts' price target is $130.)

Transportation

The world's largest package document/delivery company. A clear beneficiary of what is happening with everybody's purchasing behaviour. Produces a lot of free cash flow. Dividend yield 2.5%. (Analysts' price target is $130.)

Transportation
Alex Ruus

Portfolio Manager, Arrow Capital Manage...

PricePrice
$132.880
Owned Owned
Yes

TOP PICK
Bonavista Energy Corp(BNP-T) 

January 15, 2018

Management has done a good job.  71% natural gas.  They pay a dividend.  Book value is $6.63.  (Analysts’ target: $3.00).

oil/gas

Management has done a good job.  71% natural gas.  They pay a dividend.  Book value is $6.63.  (Analysts’ target: $3.00).

oil/gas
Josef Schachter

President, Schachter Asset Mana...

PricePrice
$2.010
Owned Owned
Yes

TOP PICK

75% Nat Gas.  Spirit river play.  Their book value is $15.93.  It has already had a bounce since tax loss selling ended.  (Analysts’ target: $2.75).

oil/gas

75% Nat Gas.  Spirit river play.  Their book value is $15.93.  It has already had a bounce since tax loss selling ended.  (Analysts’ target: $2.75).

oil/gas
Josef Schachter

President, Schachter Asset Mana...

PricePrice
$2.040
Owned Owned
Yes

TOP PICK
Crew Energy Inc.(CR-T) 

January 15, 2018

74% natural gas.  They just added another facility.  Book value was $5.70.

oil/gas

74% natural gas.  They just added another facility.  Book value was $5.70.

oil/gas
Josef Schachter

President, Schachter Asset Mana...

PricePrice
$2.850
Owned Owned
Yes

TOP PICK
Microsoft(MSFT-Q) 

January 15, 2018

Under the new CEO, the company has been turned around. They’ve entered into the Cloud computing business, and with their domination of small businesses, which is moving into the Cloud, this is the natural one to go for. Thinks it can go through $100. Dividend yield of 1.9%. (Analysts' price target is $94.)

computer software/processing

Under the new CEO, the company has been turned around. They’ve entered into the Cloud computing business, and with their domination of small businesses, which is moving into the Cloud, this is the natural one to go for. Thinks it can go through $100. Dividend yield of 1.9%. (Analysts' price target is $94.)

computer software/processing
Bruce Murray

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

PricePrice
$89.600
Owned Owned
Yes

TOP PICK
Netflix Inc.(NFLX-Q) 

January 15, 2018

There are 1.5 billion TVs globally, and there are 1.2 billion cable connections. This company has about 100 million subscribers and has 1st mover advantage. Their cash flow is long to produce the shows, and get ahead of everybody else, and catching them is going to be very difficult. (Analysts' price target is $225.)

There are 1.5 billion TVs globally, and there are 1.2 billion cable connections. This company has about 100 million subscribers and has 1st mover advantage. Their cash flow is long to produce the shows, and get ahead of everybody else, and catching them is going to be very difficult. (Analysts' price target is $225.)

Unknown
Bruce Murray

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

PricePrice
$221.230
Owned Owned
Yes

TOP PICK
Newell Brands Inc(NWL-N) 

January 15, 2018

Recommended this in the fall, but was a little too early. The hurricane hit their supply, then they had a bad 3rd quarter. Their brands are still strong globally, and thinks the stock is going to head back to the $40-$50 where it came from. Dividend yield of 2.9%. (Analysts' price target is $35.)

misc consumer products

Recommended this in the fall, but was a little too early. The hurricane hit their supply, then they had a bad 3rd quarter. Their brands are still strong globally, and thinks the stock is going to head back to the $40-$50 where it came from. Dividend yield of 2.9%. (Analysts' price target is $35.)

misc consumer products
Bruce Murray

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

PricePrice
$32.260
Owned Owned
Yes

TOP PICK
Apple(AAPL-Q) 

January 12, 2018

Closed at $175.28, and his model price is $217.08, a 23% upside. Trump is only going to tax 11% to bring all their foreign cash back. Dividend yield of 1.4%. (Analysts' price target is $192.50.)

electrical/electronic

Closed at $175.28, and his model price is $217.08, a 23% upside. Trump is only going to tax 11% to bring all their foreign cash back. Dividend yield of 1.4%. (Analysts' price target is $192.50.)

electrical/electronic
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc....

PricePrice
$177.090
Owned Owned
Yes

TOP PICK

With their recent acquisition, they have close to 7,700 gas bars/convenience stores in North America. Also has a footprint in Europe. It’s still growing its EBITDA at close to 18% a year. It is incredible the amount of synergies they are taking out of these businesses. Dividend yield of 0.6%. (Analysts' price target is $76.)

food stores

With their recent acquisition, they have close to 7,700 gas bars/convenience stores in North America. Also has a footprint in Europe. It’s still growing its EBITDA at close to 18% a year. It is incredible the amount of synergies they are taking out of these businesses. Dividend yield of 0.6%. (Analysts' price target is $76.)

food stores
Bryden Teich

Portfolio Manager, Avenue Investment Ma...

PricePrice
$65.130
Owned Owned
Yes

TOP PICK
Blackstone Group LP(BX-N) 

January 12, 2018

This is sort of a quasi-financial name. Just announced they are acquiring Pure Industrial REIT (AAR.UN-T). They are really in the sweet spot of the cycle. All their underlying funds are doing well. There is a huge opportunity for them to grow their infrastructure fund. Dividend yield of 6.7%. (Analysts' price target is $40.)

investment companies/funds

This is sort of a quasi-financial name. Just announced they are acquiring Pure Industrial REIT (AAR.UN-T). They are really in the sweet spot of the cycle. All their underlying funds are doing well. There is a huge opportunity for them to grow their infrastructure fund. Dividend yield of 6.7%. (Analysts' price target is $40.)

investment companies/funds
Bryden Teich

Portfolio Manager, Avenue Investment Ma...

PricePrice
$35.390
Owned Owned
Yes

TOP PICK
CitiGroup(C-N) 

January 12, 2018

Too big to fail. If it went to the same valuation as Bank of America (BAC-N), it would be over $100 a share. It’s trading right on its model price. Mean estimates for 2018 are $6.16. Earnings come out on Tuesday, and he expects there will be a lot of good news. There is a chance of doubling the dividend. Dividend yield of 1.6%. (Analysts' price target is $82.)

insurance

Too big to fail. If it went to the same valuation as Bank of America (BAC-N), it would be over $100 a share. It’s trading right on its model price. Mean estimates for 2018 are $6.16. Earnings come out on Tuesday, and he expects there will be a lot of good news. There is a chance of doubling the dividend. Dividend yield of 1.6%. (Analysts' price target is $82.)

insurance
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc....

PricePrice
$76.840
Owned Owned
Yes

TOP PICK
Cisco(CSCO-Q) 

January 12, 2018

This had a positive transit of EBV +4. It makes new highs every day. His model price is $52.01, a 30% upside from here. If Blockchain is as big as they say it is going to be, this company has a chance of upgrading everyone's system to blockchain. Dividend yield of 2.9%. (Analysts' price target is $40.)

electrical/electronic

This had a positive transit of EBV +4. It makes new highs every day. His model price is $52.01, a 30% upside from here. If Blockchain is as big as they say it is going to be, this company has a chance of upgrading everyone's system to blockchain. Dividend yield of 2.9%. (Analysts' price target is $40.)

electrical/electronic
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc....

PricePrice
$40.870
Owned Owned
Yes

TOP PICK
CVS Health Corp(CVS-N) 

January 12, 2018

Just made the acquisition of Aetna, which is still pending approval. There is a consistency of the business and they're spinning off an incredible amount of free cash flow and buying back a ton of stock. Had a bit of volatility through the end of the year, because of an article regarding Aetna and the multiple they were going to have to pay. There was also concern about Amazon (AMZN-Q) entering the pharmacy space. This is inexpensive relative to the rest of the market, trading at 12X earnings. Dividend yield of 2.5%. (Analysts' price target is $88.)

specialty stores

Just made the acquisition of Aetna, which is still pending approval. There is a consistency of the business and they're spinning off an incredible amount of free cash flow and buying back a ton of stock. Had a bit of volatility through the end of the year, because of an article regarding Aetna and the multiple they were going to have to pay. There was also concern about Amazon (AMZN-Q) entering the pharmacy space. This is inexpensive relative to the rest of the market, trading at 12X earnings. Dividend yield of 2.5%. (Analysts' price target is $88.)

specialty stores
Bryden Teich

Portfolio Manager, Avenue Investment Ma...

PricePrice
$78.780
Owned Owned
Yes

TOP PICK
DowDuPont Inc.(DWDP-N) 

January 11, 2018

A big beneficiary of shale gas.  They upscale into the markets and have higher margins.  You have significant cost saves.  They will eventually split them into two efficient companies about 2020.  (Analysts’ target: $82.00).

chemicals

A big beneficiary of shale gas.  They upscale into the markets and have higher margins.  You have significant cost saves.  They will eventually split them into two efficient companies about 2020.  (Analysts’ target: $82.00).

chemicals
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$75.220
Owned Owned
Yes

TOP PICK

A 25 basis point hike raises revenue $60 Million for the year.  Every little incremental hike makes a big difference.  It is 10% accretive to earnings.  (Analysts’ target: $58.00).

investment companies/funds

A 25 basis point hike raises revenue $60 Million for the year.  Every little incremental hike makes a big difference.  It is 10% accretive to earnings.  (Analysts’ target: $58.00).

investment companies/funds
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$52.960
Owned Owned
Yes

TOP PICK
Jardine Matheson(JM-SP) 

January 11, 2018

There are 2 big conglomerates in south east Asia, and this is an easy way for Canadian investors to have access to the south-east market with a big conglomerate. The stock has done nothing for the last 5 years, because of the rise in the US$. They report their numbers in US$, but currencies in Indonesia, China, etc. have been falling, so they’ve been hurt. This has a clean balance sheet and they can make acquisitions. 10-year dividend growth rate has been 15%. Dividend yield of 2.5%. (Analysts' price target is $67.)

There are 2 big conglomerates in south east Asia, and this is an easy way for Canadian investors to have access to the south-east market with a big conglomerate. The stock has done nothing for the last 5 years, because of the rise in the US$. They report their numbers in US$, but currencies in Indonesia, China, etc. have been falling, so they’ve been hurt. This has a clean balance sheet and they can make acquisitions. 10-year dividend growth rate has been 15%. Dividend yield of 2.5%. (Analysts' price target is $67.)

0
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$0.010
Owned Owned
Yes

TOP PICK
Lindsay Corp.(LNN-N) 

January 11, 2018

His resource of choice is water and wastewater. This company is into irrigation equipment. They've been able to advance, through technology, to have satellite shots of irrigation equipment so it can be controlled anywhere on the farm. 60% of sales are in the US and 40% is international, particularly in Brazil. Dividend yield of 1.4%. (Analysts price target is $83.)

machinery

His resource of choice is water and wastewater. This company is into irrigation equipment. They've been able to advance, through technology, to have satellite shots of irrigation equipment so it can be controlled anywhere on the farm. 60% of sales are in the US and 40% is international, particularly in Brazil. Dividend yield of 1.4%. (Analysts price target is $83.)

machinery
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$92.130
Owned Owned
Yes

TOP PICK
TransCanada Corp(TRP-T) 

January 11, 2018

This was a top pick because he wanted to keep the betas low, just in case there is a market correction any time in the next year. All the talk is about Keystone and their oil pipelines, but nobody is really paying attention that this has been accumulating a lot of gas pipelines and gas assets. Natural gas prices have been in the toilet for a long time, and that bodes well for them, because it is going to be the less pollutant, cheaper choice for the US moving forward. The dividend has been growing roughly in the 10% range which he expects will continue. Dividend yield of 4.2%. Trading around 20X PE. (Analysts' price target is $72.50.)

oil/gas pipelines

This was a top pick because he wanted to keep the betas low, just in case there is a market correction any time in the next year. All the talk is about Keystone and their oil pipelines, but nobody is really paying attention that this has been accumulating a lot of gas pipelines and gas assets. Natural gas prices have been in the toilet for a long time, and that bodes well for them, because it is going to be the less pollutant, cheaper choice for the US moving forward. The dividend has been growing roughly in the 10% range which he expects will continue. Dividend yield of 4.2%. Trading around 20X PE. (Analysts' price target is $72.50.)

oil/gas pipelines
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$59.830
Owned Owned
Yes

TOP PICK

He likes the transports a lot.  There is strong economical growth and the secular global ecommerce trends are both helping it.

E.T.F.'s

He likes the transports a lot.  There is strong economical growth and the secular global ecommerce trends are both helping it.

E.T.F.'s
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$68.550
Owned Owned
Yes

TOP PICK
Broadcom(AVGO-Q) 

January 10, 2018

This company has such a tight grip on the chip side of things, and you see evidence of that with how much Apple (AAPL-Q) has gotten into bed with them, in terms of making them a quasi-exclusive chip manufacturer for some parts of the iPhone. Thinks the acquisition with Qualcomm (QCOM-Q) is going to happen. Dividend yield of 2.6%. (Analysts' price target is $320.)

This company has such a tight grip on the chip side of things, and you see evidence of that with how much Apple (AAPL-Q) has gotten into bed with them, in terms of making them a quasi-exclusive chip manufacturer for some parts of the iPhone. Thinks the acquisition with Qualcomm (QCOM-Q) is going to happen. Dividend yield of 2.6%. (Analysts' price target is $320.)

0
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisor...

PricePrice
$262.830
Owned Owned
Yes

TOP PICK
BNP Paribas(BNP FP (Paris)) 

January 10, 2018

He likes this because of the global growth, and he really likes Europe and European banks right now. Rates are going up, but more importantly velocity of money and loans are finally happening in Europe, both to consumers and businesses. Europe has been a laggard out of the recession, and over the last 18 months have finally got their act together. Trading at 10 PE, has a growing dividend and he really likes France. Dividend yield of 4.1%. (Analysts' price target is €73.25.)

He likes this because of the global growth, and he really likes Europe and European banks right now. Rates are going up, but more importantly velocity of money and loans are finally happening in Europe, both to consumers and businesses. Europe has been a laggard out of the recession, and over the last 18 months have finally got their act together. Trading at 10 PE, has a growing dividend and he really likes France. Dividend yield of 4.1%. (Analysts' price target is €73.25.)

0
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$0.000
Owned Owned
Yes

TOP PICK
Freehold Royalties(FRU-T) 

January 10, 2018

One reason he likes this is that oil is over $60. It is very investable again. Money comes into the energy sector finally, in 2018. One of the few Canadian energy companies that raised its dividend, and he expects a similar one in March. A safe way to play energy because 95% of their business is royalties. They don't actually produce oil. A very stable earnings base. The stock is undervalued and under owned, so thinks it is a $16-$18 stock. Dividend yield of 4.3%. (Analysts' price target is $18.)

oil/gas

One reason he likes this is that oil is over $60. It is very investable again. Money comes into the energy sector finally, in 2018. One of the few Canadian energy companies that raised its dividend, and he expects a similar one in March. A safe way to play energy because 95% of their business is royalties. They don't actually produce oil. A very stable earnings base. The stock is undervalued and under owned, so thinks it is a $16-$18 stock. Dividend yield of 4.3%. (Analysts' price target is $18.)

oil/gas
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$14.000
Owned Owned
Yes

TOP PICK

Their strategy has been focused on getting out of Europe, and did that by selling Opel/Vauxhall at north of $2 billion. Reinvested those proceeds into share repurchases and into China, which has been a real winner for them. Believes they sell more cars in China than in the US. Also sold more electric cars in 2017 then Tesla. Valuation is still very reasonable. Dividend yield of 3.5%. (Analysts' price target is $48.)

Automotive

Their strategy has been focused on getting out of Europe, and did that by selling Opel/Vauxhall at north of $2 billion. Reinvested those proceeds into share repurchases and into China, which has been a real winner for them. Believes they sell more cars in China than in the US. Also sold more electric cars in 2017 then Tesla. Valuation is still very reasonable. Dividend yield of 3.5%. (Analysts' price target is $48.)

Automotive
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisor...

PricePrice
$43.000
Owned Owned
Yes

TOP PICK

A global chemical company which produces chemicals that makes plastics. This has a good valuation and he likes the global growth story. Strong balance sheet. They've done a great job of growing their profitability and their cash flow. Dividend yield of 3.1%. (Analysts' price target is $110.)

INDUSTRIAL PRODUCTS

A global chemical company which produces chemicals that makes plastics. This has a good valuation and he likes the global growth story. Strong balance sheet. They've done a great job of growing their profitability and their cash flow. Dividend yield of 3.1%. (Analysts' price target is $110.)

INDUSTRIAL PRODUCTS
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisor...

PricePrice
$115.030
Owned Owned
Yes

TOP PICK
Pfizer Inc(PFE-N) 

January 10, 2018

Has a lot of money parked offshore, which they can now repatriate and do M&A with. They need M&A because they have a lacklustre pipeline of drugs. The stock has been dead money for 5 years. Trading at 13.5X PE, and the market trades at about 19X PE Forward. Very cheap. They’re growing the dividend and are buying back stock. EPS should go up, because of stock buybacks. Thinks the stock will be going up 15% because of all the tailwinds. Dividend yield of 3.7%. (Analysts' price target is $39.)

biotechnology/pharmaceutical

Has a lot of money parked offshore, which they can now repatriate and do M&A with. They need M&A because they have a lacklustre pipeline of drugs. The stock has been dead money for 5 years. Trading at 13.5X PE, and the market trades at about 19X PE Forward. Very cheap. They’re growing the dividend and are buying back stock. EPS should go up, because of stock buybacks. Thinks the stock will be going up 15% because of all the tailwinds. Dividend yield of 3.7%. (Analysts' price target is $39.)

biotechnology/pharmaceutical
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$36.470
Owned Owned
Yes

TOP PICK
Walt Disney(DIS-N) 

January 9, 2018

In the past couple of years there has been an overhang with ESPN about cord cutting. In December, they announced the acquisition of Fox, and the stock has responded favourably. As a "standalone", Disney is a great content company, and with the addition of Fox, it is going to be an even greater content company, because they are going to get some other platforms. They've announced they are launching their own "direct to consumer" ESPN channel this spring with one from Disney next year. Dividend yield of 1.5%. (Analysts' price target is $113.50.)

entertainment services

In the past couple of years there has been an overhang with ESPN about cord cutting. In December, they announced the acquisition of Fox, and the stock has responded favourably. As a "standalone", Disney is a great content company, and with the addition of Fox, it is going to be an even greater content company, because they are going to get some other platforms. They've announced they are launching their own "direct to consumer" ESPN channel this spring with one from Disney next year. Dividend yield of 1.5%. (Analysts' price target is $113.50.)

entertainment services
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$109.940
Owned Owned
Yes

TOP PICK
Firstservice Corp(FSV-Q) 

January 9, 2018

This focuses on property management for condos and other multifamily units. It also has a brands division, owning California Closets and Paul Davis Restoration. The exciting part is the property management. 95% of all condos are run by themselves, and there is a big opportunity to outsource to companies like this. Feels that in 5 years this could be a double. Dividend yield of 0.7%. (Analysts' price target is $69.)

other services

This focuses on property management for condos and other multifamily units. It also has a brands division, owning California Closets and Paul Davis Restoration. The exciting part is the property management. 95% of all condos are run by themselves, and there is a big opportunity to outsource to companies like this. Feels that in 5 years this could be a double. Dividend yield of 0.7%. (Analysts' price target is $69.)

other services
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$69.140
Owned Owned
Yes

TOP PICK
Fortis Inc.(FTS-T) 

January 9, 2018

This is her utility pick. The stock has pulled back to about $45, and has not participated in this recent rally. Made an acquisition about a year ago that expanded their presence in the US. Based on their backlog of projects in place, the company announced they can grow their dividend 6% through to 2020. Dividend yield of 3.8%. (Analysts' price target is $50.50.)

electrical utilities

This is her utility pick. The stock has pulled back to about $45, and has not participated in this recent rally. Made an acquisition about a year ago that expanded their presence in the US. Based on their backlog of projects in place, the company announced they can grow their dividend 6% through to 2020. Dividend yield of 3.8%. (Analysts' price target is $50.50.)

electrical utilities
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$44.800
Owned Owned
Yes

TOP PICK

This is executive recruiting for higher paying jobs. The thesis is that as the economy improves, people will be looking for better paying jobs. The knock on the company is that they made an acquisition a couple of years ago of a company that was more in the consulting business, and the margins were not there until the last couple of quarters. In the last quarter, there was 10% organic sales growth. Valuation is extremely cheap. This is going to benefit from tax reform and an improving US economy. Dividend yield of 1%. (Analysts' price target is $49.)

mngmnt/diversified

This is executive recruiting for higher paying jobs. The thesis is that as the economy improves, people will be looking for better paying jobs. The knock on the company is that they made an acquisition a couple of years ago of a company that was more in the consulting business, and the margins were not there until the last couple of quarters. In the last quarter, there was 10% organic sales growth. Valuation is extremely cheap. This is going to benefit from tax reform and an improving US economy. Dividend yield of 1%. (Analysts' price target is $49.)

mngmnt/diversified
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$41.820
Owned Owned
Yes

TOP PICK

Loves all the Canadian banks because they are trading at around 11 or 12 times earnings. The overall market is trading at around 19X. Banks have had such consistent results, and have excess capital. They are meeting all the regulatory requirements. Will benefit from rising interest rates, a record stock market and a stable and improving economy. Trading at 10X earnings which makes no sense. Dividend yield of 3.8%. (Analysts' price target is $66.)

banks

Loves all the Canadian banks because they are trading at around 11 or 12 times earnings. The overall market is trading at around 19X. Banks have had such consistent results, and have excess capital. They are meeting all the regulatory requirements. Will benefit from rising interest rates, a record stock market and a stable and improving economy. Trading at 10X earnings which makes no sense. Dividend yield of 3.8%. (Analysts' price target is $66.)

banks
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$63.680
Owned Owned
Yes

TOP PICK
Nutrien Ltd.(NTR-T) 

January 9, 2018

There is a long-term secular theme of population growth. Currently the population is 7.5 billion, and is forecast to be 10 billion by 2050. This pick is a result of a merger of Potash and Agrium. As we have more people and as consumers in the emerging markets get wealthier, there is an increasing demand for food. This merger is taking place when nutrients are near their lows. For the merged company to grow earnings and cash flow, they don't necessarily need an improvement in nutrient prices. The company has indicated they can realize $500 million in synergies for the next couple of years. Also, as an outcome of the merger, they are required to make some asset sales, which can generate about $5 billion in cash. They can redeploy that cash by buying back stock and increasing the dividend. They also want to increase their retail agriculture business. (Analysts' price target is $59.51.)

agriculture

There is a long-term secular theme of population growth. Currently the population is 7.5 billion, and is forecast to be 10 billion by 2050. This pick is a result of a merger of Potash and Agrium. As we have more people and as consumers in the emerging markets get wealthier, there is an increasing demand for food. This merger is taking place when nutrients are near their lows. For the merged company to grow earnings and cash flow, they don't necessarily need an improvement in nutrient prices. The company has indicated they can realize $500 million in synergies for the next couple of years. Also, as an outcome of the merger, they are required to make some asset sales, which can generate about $5 billion in cash. They can redeploy that cash by buying back stock and increasing the dividend. They also want to increase their retail agriculture business. (Analysts' price target is $59.51.)

agriculture
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$65.700
Owned Owned
Yes

TOP PICK

Has broken out of its mega long base that has been in place since 2015. This is a kind of way of owning infrastructure and properties. Also, Brookfield are money managers and manages assets. Feels they have some growth, and he loves the chart break out. He is looking at this as a 1-2 year hold at least. (Analysts' price target is $46.)

management/diversified

Has broken out of its mega long base that has been in place since 2015. This is a kind of way of owning infrastructure and properties. Also, Brookfield are money managers and manages assets. Feels they have some growth, and he loves the chart break out. He is looking at this as a 1-2 year hold at least. (Analysts' price target is $46.)

management/diversified
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$54.060
Owned Owned
Yes

TOP PICK

They have done an exceptional job, with the owners still being the largest shareholders.  They are now doing Software Defined Networking.  This is going to be a big year for them.  They have a big backlog and are getting some bigger deals as part of this move to Software Defined Networking.  (Analysts’ target: $20.00).

electrical/electronic

They have done an exceptional job, with the owners still being the largest shareholders.  They are now doing Software Defined Networking.  This is going to be a big year for them.  They have a big backlog and are getting some bigger deals as part of this move to Software Defined Networking.  (Analysts’ target: $20.00).

electrical/electronic
James Telfser

Partner & Portfolio Manager, Aventine Management ...

PricePrice
$17.690
Owned Owned
Yes

TOP PICK
IBI Group(IBG-T) 

January 8, 2018

They went through tremendous changes over the last couple of years.  It is getting bigger.  There is a bit infrastructure theme, as well as the Smarty City business.  When they eventually build it out, it will be extremely valuable.  He would not be surprised to see a dividend in the next year.  (Analysts’ target: $9.50).

Business Services

They went through tremendous changes over the last couple of years.  It is getting bigger.  There is a bit infrastructure theme, as well as the Smarty City business.  When they eventually build it out, it will be extremely valuable.  He would not be surprised to see a dividend in the next year.  (Analysts’ target: $9.50).

Business Services
James Telfser

Partner & Portfolio Manager, Aventine Management ...

PricePrice
$8.560
Owned Owned
Yes

TOP PICK
Vermilion Energy Inc(VET-T) 

January 8, 2018

This is part of his thesis that energy stocks will be a beneficiary of a market rotation. Thinks there is some catch up to be done on oil. Oil moved up from about $50 to about $61, and yet this company is just starting to move. Chart shows it has based, putting in higher lows, and thinks it is just the beginning. Wouldn't be surprised if this got back into the low $50s. (Analysts' price target is $51.50.)

oil/gas

This is part of his thesis that energy stocks will be a beneficiary of a market rotation. Thinks there is some catch up to be done on oil. Oil moved up from about $50 to about $61, and yet this company is just starting to move. Chart shows it has based, putting in higher lows, and thinks it is just the beginning. Wouldn't be surprised if this got back into the low $50s. (Analysts' price target is $51.50.)

oil/gas
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$46.620
Owned Owned
Yes

TOP PICK
Winpak Ltd.(WPK-T) 

January 8, 2018

A packaging idea.  A lot of negative sentiment has been put into these names.  They are getting more into recyclable products.  They have a lot of cash on their balance sheet.  He thinks now is the time to buy it on the dip.  (Analysts’ target: $55.00).

packaging/containers

A packaging idea.  A lot of negative sentiment has been put into these names.  They are getting more into recyclable products.  They have a lot of cash on their balance sheet.  He thinks now is the time to buy it on the dip.  (Analysts’ target: $55.00).

packaging/containers
James Telfser

Partner & Portfolio Manager, Aventine Management ...

PricePrice
$46.080
Owned Owned
Yes

TOP PICK

Feels the US banks are going to benefit from a rotation in the market. Chart shows this has gone sideways for most of 2017 and is now breaking out. Whenever you get this kind of pattern, you tend to get good moves. Thinks there is going to be a rotation because these were overlooked when people were buying everything else.

E.T.F.'s

Feels the US banks are going to benefit from a rotation in the market. Chart shows this has gone sideways for most of 2017 and is now breaking out. Whenever you get this kind of pattern, you tend to get good moves. Thinks there is going to be a rotation because these were overlooked when people were buying everything else.

E.T.F.'s
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$30.280
Owned Owned
Yes

TOP PICK

It is slightly below market yield at 2.2%, but a very modest 21% payout. They reported in November. Year-over-year sales were up 12%. EBITDA per share was up 7%. Free cash flow yield improved and went from negative to positive. Their ROE on a trailing basis is 14.4% but forecasted to rise 16.7%. (Analysts' price target is $184.)

specialty stores

It is slightly below market yield at 2.2%, but a very modest 21% payout. They reported in November. Year-over-year sales were up 12%. EBITDA per share was up 7%. Free cash flow yield improved and went from negative to positive. Their ROE on a trailing basis is 14.4% but forecasted to rise 16.7%. (Analysts' price target is $184.)

specialty stores
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$167.450
Owned Owned
Yes

TOP PICK
Martinrea(MRE-T) 

January 5, 2018

This has risen 30% since he talked about it Nov 15/17, but thinks it is still attractive. On March 1, they are expected to report a 31% increase in the year-over-year earnings. Trades at 5.4 enterprise value to EBITDA on a trailing basis against 15% EBITDA growth. Dividend yield of 0.8%. (Analysts' price target is $17.)

metal fabricators

This has risen 30% since he talked about it Nov 15/17, but thinks it is still attractive. On March 1, they are expected to report a 31% increase in the year-over-year earnings. Trades at 5.4 enterprise value to EBITDA on a trailing basis against 15% EBITDA growth. Dividend yield of 0.8%. (Analysts' price target is $17.)

metal fabricators
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$15.950
Owned Owned
Yes

TOP PICK
Open Text(OTEX-T) 

January 5, 2018

This reported in November and sales were up 20% and earnings were up 21%. Free cash flow is huge at $500 million on a 4th quarter trailing basis. ROE of 16% and is forecast to rise to 18.6% for the June 30 year-end. Dividend yield of 1.5%. (Analysts' price target is $40.)

computer software/processing

This reported in November and sales were up 20% and earnings were up 21%. Free cash flow is huge at $500 million on a 4th quarter trailing basis. ROE of 16% and is forecast to rise to 18.6% for the June 30 year-end. Dividend yield of 1.5%. (Analysts' price target is $40.)

computer software/processing
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$42.570
Owned Owned
Yes

TOP PICK

Dominates about 60% of Canadian frac sand. Despite the concern on ECO which is creating opportunity on Canadian services, a specialist put out an estimate on frac sand demand growing from 6 million tons last year, to about 8 million tons this year and 10 million tons next year. This company is 60% of the market, and because demand is growing so strongly they are increasing pricing. Thinks margins will hit $50 relatively soon. Trades at a 20% discount to its US peers. (Analysts' price target is $14.)

Energy

Dominates about 60% of Canadian frac sand. Despite the concern on ECO which is creating opportunity on Canadian services, a specialist put out an estimate on frac sand demand growing from 6 million tons last year, to about 8 million tons this year and 10 million tons next year. This company is 60% of the market, and because demand is growing so strongly they are increasing pricing. Thinks margins will hit $50 relatively soon. Trades at a 20% discount to its US peers. (Analysts' price target is $14.)

Energy
Eric Nuttall

Partner & Senior Portfolio Manager, Ninepoint Partners...

PricePrice
$9.360
Owned Owned
Yes

TOP PICK

This is Canada with some US exposure, in coiled tubing. They have an operational capability of some of the best margins on pressure pumping, relative to Calfrac (CFW-T) and Trican (TCW-T). The wrinkle is that they're majority-owned by ARC Financial (?). The stock is trading at 3X this year's EBITDA and about 2X next year's EBITDA. That is less than half. He can see them possibly being acquired. (Analysts' price target is $18.)

Energy

This is Canada with some US exposure, in coiled tubing. They have an operational capability of some of the best margins on pressure pumping, relative to Calfrac (CFW-T) and Trican (TCW-T). The wrinkle is that they're majority-owned by ARC Financial (?). The stock is trading at 3X this year's EBITDA and about 2X next year's EBITDA. That is less than half. He can see them possibly being acquired. (Analysts' price target is $18.)

Energy
Eric Nuttall

Partner & Senior Portfolio Manager, Ninepoint Partners...

PricePrice
$11.650
Owned Owned
Yes

TOP PICK

Extra service names are absolutely where the best risk/reward opportunities are. He's specifically focused on the fracers both Canada and the US. This is an area where pricing power remains very strong. Canada's ECO pricing is impacting pricing power, but he sees it sticking. Believes both Canada and the US will be undersupplied for pressure pumping for all of 2018, and likely heading into 2019 despite the concerns of weak natural gas prices. This company gives you almost pure exposure in Canada. You are paying a multiple that is about half its historical average because of this worry of overcapacity in Canada. He doesn't believe in that thesis. Sees about 50% upside in the shares. (Analysts' price target is $6.50.)

oil/gas field services

Extra service names are absolutely where the best risk/reward opportunities are. He's specifically focused on the fracers both Canada and the US. This is an area where pricing power remains very strong. Canada's ECO pricing is impacting pricing power, but he sees it sticking. Believes both Canada and the US will be undersupplied for pressure pumping for all of 2018, and likely heading into 2019 despite the concerns of weak natural gas prices. This company gives you almost pure exposure in Canada. You are paying a multiple that is about half its historical average because of this worry of overcapacity in Canada. He doesn't believe in that thesis. Sees about 50% upside in the shares. (Analysts' price target is $6.50.)

oil/gas field services
Eric Nuttall

Partner & Senior Portfolio Manager, Ninepoint Partners...

PricePrice
$4.060
Owned Owned
Yes

TOP PICK
Altagas Ltd(ALA-T) 

January 4, 2018

This already has some assets in the US, but they are now looking to buy a big utility. There are a lot of concerns that this makes the company more complicated, but the company has been a good steward of capital for a long period of time. The stock is down 30% over the last 2.5 years, and the dividend is up 30%, and he doesn't know how much better it gets than that for an opportunity. Dividend yield of 7.6%. (Analysts' price target is $33.)

oil/gas

This already has some assets in the US, but they are now looking to buy a big utility. There are a lot of concerns that this makes the company more complicated, but the company has been a good steward of capital for a long period of time. The stock is down 30% over the last 2.5 years, and the dividend is up 30%, and he doesn't know how much better it gets than that for an opportunity. Dividend yield of 7.6%. (Analysts' price target is $33.)

oil/gas
Ryan Bushell

President, Newhaven Asset Manag...

PricePrice
$29.120
Owned Owned
Yes

TOP PICK
Becton Dickinson(BDX-N) 

January 4, 2018

Their acquisition closed at the end of the year and they now have a commanding position.  They will have great pricing power.  They are well managed.  (Analysts’ target: $245.00).

biotechnology/pharmaceutical

Their acquisition closed at the end of the year and they now have a commanding position.  They will have great pricing power.  They are well managed.  (Analysts’ target: $245.00).

biotechnology/pharmaceutical
David Baskin

President, Baskin Wealth Manage...

PricePrice
$220.990
Owned Owned
Yes

TOP PICK
Moody's Corp.(MCO-N) 

January 4, 2018

Credit ratings.  It is a duopoly, so they have pricing power.  In the next three years there is a tremendous amount of debt coming due.  Corporate bonds are the gift that just keeps giving to them as the bonds come due and have to be re-issued and the company has to be rated.  (Analysts’ target: $150.00).

Financial Services

Credit ratings.  It is a duopoly, so they have pricing power.  In the next three years there is a tremendous amount of debt coming due.  Corporate bonds are the gift that just keeps giving to them as the bonds come due and have to be re-issued and the company has to be rated.  (Analysts’ target: $150.00).

Financial Services
David Baskin

President, Baskin Wealth Manage...

PricePrice
$151.600
Owned Owned
Yes

TOP PICK
Manulife Financial(MFC-T) 

January 4, 2018

Rising interest rates should be a bit of a tailwind for them. The demographics for people looking to annuitize their wealth in wealth management, are good for this company. He feels the new CEO is on track to continue turning the company around. Has a good understanding of the Asian/Pacific business. Dividend yield of 3.1%. (Analysts' price target is $30.)

insurance

Rising interest rates should be a bit of a tailwind for them. The demographics for people looking to annuitize their wealth in wealth management, are good for this company. He feels the new CEO is on track to continue turning the company around. Has a good understanding of the Asian/Pacific business. Dividend yield of 3.1%. (Analysts' price target is $30.)

insurance
Ryan Bushell

President, Newhaven Asset Manag...

PricePrice
$26.760
Owned Owned
Yes

TOP PICK
Northland Power Inc(NPI-T) 

January 4, 2018

This went through a strategic review last year, and the company was really saddled between $23 and $24.50, and basically went nowhere for the whole year until the strategic review got sorted out. It now has huge cash flow coming on from these offshore wind projects. They just completed one and another one is very near completion. From there, what do they do with that cash flow? They already increased the dividend by about 10%. You could see a lot more dividend increases, or they are going to chase more projects, or both. Dividend yield of 5.2%. (Analysts' price target is $27.25.)

Utilities

This went through a strategic review last year, and the company was really saddled between $23 and $24.50, and basically went nowhere for the whole year until the strategic review got sorted out. It now has huge cash flow coming on from these offshore wind projects. They just completed one and another one is very near completion. From there, what do they do with that cash flow? They already increased the dividend by about 10%. You could see a lot more dividend increases, or they are going to chase more projects, or both. Dividend yield of 5.2%. (Analysts' price target is $27.25.)

Utilities
Ryan Bushell

President, Newhaven Asset Manag...

PricePrice
$23.110
Owned Owned
Yes

TOP PICK
TSX Group(X-T) 

January 4, 2018

Undervalued compared to most stock exchanges in the world.  Lots of new listings going on.  There is very good value there and he is surprised it has not gone up faster.  (Analysts’ target: $80.50).

other services

Undervalued compared to most stock exchanges in the world.  Lots of new listings going on.  There is very good value there and he is surprised it has not gone up faster.  (Analysts’ target: $80.50).

other services
David Baskin

President, Baskin Wealth Manage...

PricePrice
$71.510
Owned Owned
Yes

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