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Recent Top Picks Table


Signal Opinion Expert

2017-11-15

TOP PICK
Russel Metals (RUS-T)

The company’s energy side is getting traction. Earnings are expected on Feb 15 and expected to more than triple. Free cash flow grew 108%. 5.7% dividend yield. (Analysts’ price target is $32.38.)

steel
Robert McWhirter

President, Selective Asset Management

Price: $28.010
Owned: Yes

2017-11-15

TOP PICK
Source Energy Services Ltd (SHLE-T)

A provider of sand, but thinks of them more as a logistics company. That’s their competitive edge. Very strong barriers to entry. They are fully integrated from the mine right to the well site. Looking at the frac sand dynamics in Canada, Canadian companies are lower down in the learning curve in their adoption of using more and more sand on a per well basis. The dynamic for sand, where you have got our sand market probably growing by 50% a year, this company has 60% market in Canada. (Analysts’ price target is $14.)

Energy
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $9.580
Owned: Yes

2017-11-15

TOP PICK
Trican Well Service Ltd. (TCW-T)

This gives you pure Canadian exposure in a market that is undersupplied. In their conference call, they said they had visibility through to break up, which would be Q2. All their equipment is spoken for through all 2018. 

oil/gas field services
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $4.560
Owned: Yes

2017-11-14

TOP PICK
Avigilon Corp (AVO-T)

Video surveillance technology. Just announced they are going to be launching a sort of software service product, and the market loves recurring revenues. Too early to get excited about that, but it’s interesting. They’ve had communication issues with the market in the past, which is what led to a lot of the downdraft. However, they’ve shifted strategies and are now focused on profitability. The last 2 quarters beat earnings estimates by 50% and just shy of 40%. Has a lot of cash on the balance sheet with the sale of a Vancouver property that is just going through now. (Analysts’ price target is $22.75.)

INDUSTRIAL PRODUCTS
Ryan Modesto

Managing Partner, 5i Research

Price: $19.840
Owned: No

2017-11-14

TOP PICK
BCE Inc. (BCE-T)

In Canada, more than half your total return comes from dividends. The government has been kind enough to give us a tax break on dividends. In this high tax era, we should take advantage. The company is growing their wireless business and we are all using more data all the time. We are going to be using a lot more data when we all have autonomous cars. Dividend yield of 4.7%. (Analysts’ price target is $62.)

telephone utilities
David Baskin

President, Baskin Wealth Management

Price: $61.560
Owned: Yes

2017-11-14

TOP PICK
Brookfield Infrastucture Partners (BIP.UN-T)

Of all the Brookfield spinoffs, this has been one of the best. It has all kinds of infrastructures such as utilities, timber, transportation, energy, communications, water. Funds from Operations is growing at 20% per year. This is the kind of stock everybody should own. Dividend yield of 4%. (Analysts’ price target is $47.)

INDUSTRIAL PRODUCTS
David Baskin

President, Baskin Wealth Management

Price: $55.740
Owned: Yes

2017-11-14

TOP PICK
General Motors Corporation (GM-N)

These companies are old, but are not stupid. This company has $6 billion of positive cash flow this year. Compare that to Tesla which has $4 billion of negative cash flow. General Motors has the capacity, the intelligence and the engineering. The stock is trading at a ridiculous PE multiple of 7X. They are finally making money in all their markets, including Europe for the first time in 20 years. Dividend yield of 3.5%. (Analysts’ price target is $48.)

Automotive
David Baskin

President, Baskin Wealth Management

Price: $43.000
Owned: Yes

2017-11-14

TOP PICK
Gluskin Sheff and Associates (GS-T)

A cheap company, valuation wise. They often pay special dividends. There were some litigation issues with the cofounders, but that’s behind them now. There is a new CEO coming on who has taken on a 2% position in the company, and thinks he is going to do some things to help move the share price. Dividend yield of 6.4%. (Analysts’ price target is $17.)

Financial Services
Ryan Modesto

Managing Partner, 5i Research

Price: $15.480
Owned: No

2017-11-14

TOP PICK
Kinaxis Inc (KXS-T)

Just lost a big customer in the far east, and the market got really concerned, but it really looks like it was a head fake. Their recent earnings growth is still there and they’re partnering with new customers who can help sell their products. This and Shopify (SHOP-T) are your 2 larger cap growth tech companies out there. Now that Shopify is seeing some issues, some attention may be turning back to this company. A volatile name, but if you can look out past a year, this company is going to do well for shareholders. (Analysts’ price target is $87.50.)

Ryan Modesto

Managing Partner, 5i Research

Price: $70.850
Owned: No

2017-11-13

TOP PICK
Chorus Aviation Inc (CHR-T)

Jazz is a really stable business.  Growth is through the aircraft leasing business that they have been expanding.  Getting back to the old highs are possible.  He is looking at buying it a while after the brake occurred and they have started to turn around.  (Analysts’ target: $10.50).

Transportation & Environmental Services
Brendan Caldwell

President, Caldwell Securities

Price: $9.590
Owned: Yes

2017-11-13

TOP PICK
Empire Company (A) (EMP.A-T)

This is a turnaround in the food business.  The acquisition was bad and they did not understand what they were getting.  They brought in new management with a new way of looking at it.  (Analysts’ target: $27.50).

food stores
Brendan Caldwell

President, Caldwell Securities

Price: $25.030
Owned: Yes

2017-11-13

TOP PICK
CGI Group (A) (GIB.A-T)

He likes value combined with momentum.  It is the strategy that works.  This is a leading Canadian IT company and there will be continuing demand for consulting services around the world.  Margins have been expanding There are more M&A opportunities as well.  (Analysts’ target: $74.00).

consulting
Brendan Caldwell

President, Caldwell Securities

Price: $67.420
Owned: Yes

2017-11-13

TOP PICK
Kroger Co. (KR-N)

This had a couple of issues. First there was food deflation, which tends to cause excess competition in the grocery sector. And then there was the Amazon purchase of Whole Foods. That took the company down from $30 to $20. This is selling at about 10X earnings, compared to Loblaw’s (L-T) selling at 17-18 times. Kroger has a little more debt, but own half their stores. The largest retailer in the US. Dividend yield of 2.3%. (Analysts’ price target is $23.)

food stores
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $22.140
Owned: Yes

2017-11-13

TOP PICK
Medtronic Inc (MDT-N)

This does stuff mainly related to cardiovascular, diabetes, spinal implants and a lot of neurology stuff. The stock has been bouncing between $90 and $75. Has 4%-5% earnings growth. Dividend yield of 2.3%. (Analysts’ price target is $90.)

biotechnology/pharmaceutical
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $79.200
Owned: Yes

2017-11-13

TOP PICK
Oracle (ORCL-N)

One of the great names in software. Largely database and largely financial institutions. The US banks in the last 10 years have been fixing themselves. Oracle is moving to the Cloud, and he can see this moving into the $60 range. Dividend yield of 1.5%. (Analysts’ price target is $57.)

computer software/processing
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $49.400
Owned: Yes

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