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Recent Top Picks Table


Signal Opinion Expert

2017-11-10

TOP PICK
Cineplex Inc (CGX-T)

Has lost altitude, partly because of Hollywood’s bad products. Is the decline in attendance systemic or cyclical? She thinks it is cyclical. They’ve put in initiatives to diversify away from the box office, including growing its digital media business, eSports franchise, and opening Rec Room restaurants. Dividend yield of 4.7%. (Analysts’ price target is $44.50.)

other services
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $36.500
Owned: Yes

2017-11-10

TOP PICK
CGI Group (A) (GIB.A-T)

About half their revenue comes from outsourcing on long-term contracts, which are reoccurring, and the other half is systems integration consulting contracts. They are well positioned on the technology trends, with everybody having to develop a digital platform and automate processes for artificial intelligence. Companies are having to look at their legacy technology systems, and upgrade to make them more digital, online. When you do that, you are inviting customers and the world onto your website, which means cyber Security is another issue. This company has solutions to address all these metrics. Very global with about 50% from Europe, 30% in the US and the balance in Canada and Asia. (Analysts’ price target is $74.)

consulting
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $67.650
Owned: Yes

2017-11-10

TOP PICK
Alphabet Inc. (A) (GOOGL-Q)

On their latest report, they grew revenues 24% year-over-year. A very large company, but still growing very, very smartly. They are starting to monetize a lot of their supplementary initiatives. YouTube is really taking hold, with 1.5 billion monthly users watching at least an hour or more. A very real streaming opportunity for people in the over-the-top world in competition for eyeballs. They also have Waymo, a self driving car initiative, which is going to be amazing. Google has long been reputed to be behind the curve on the Cloud. Just as last week, they did a joint venture with salesforce.com, which is going to make a difference. At 28X earnings, this is a good solid holding for the long-term. (Analysts’ price target is $1180.)

Business Services
Gordon Reid

President, GoodReid Investment Counsel

Price: $1044.150
Owned: Yes

2017-11-10

TOP PICK
Halliburton Co (HAL-N)

An oil service company. Along with the industry, they have come out of a trough that they hadn’t seen since the late 1980s. It was a very deep trough, and they are coming out of it. Their latest report was very upbeat. Rig counts are improving. They are gaining share internationally. Where just a week before, Schlumberger (SLB-N) had said their international business was suffering, this company came on and said “Ours isn’t”. Dividend yield of 1.6%. (Analysts’ price target is $54.)

oil/gas field services
Gordon Reid

President, GoodReid Investment Counsel

Price: $44.580
Owned: Yes

2017-11-10

TOP PICK
KB Home (KBH-N)

He is a heavy investor in homebuilders through his US small-cap portfolio. He has 5 homebuilders out of the 40 stocks that make up that portfolio. They’ve done extremely well this year on average, and the 5 of them have grown 55%. Dividend yield of 0.4%. (Analysts’ price target is $25.)

contractors
Gordon Reid

President, GoodReid Investment Counsel

Price: $28.110
Owned: Yes

2017-11-10

TOP PICK
Mondelez International (MDLZ-Q)

A global leading snacks company. 40% is in emerging markets. They are in chocolates, biscuits and candy. It has pulled back from prior years, because emerging markets economies have not been doing as well. Things are starting to improve. They have a program in place to improve margins and thinks the volume growth will start to improve. Dividend yield of 2.1%. (Analysts’ price target is $48.00.)

Consumer Products
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $41.950
Owned: Yes

2017-11-09

TOP PICK
Bellatrix Exploration Ltd. (BXE-T)

They put out results this morning.  They do 25% liquids.  They are trading significantly below book value.  This is a great story.  It would be tremendous to get it at the $3 level.  (Analysts’ target: $4.10).

oil/gas
Josef Schachter

President, Schachter Asset Management

Price: $3.250
Owned: No

2017-11-09

TOP PICK
Eurasian Minerals Inc. (EMX-X)

Probably the best collection of intellectual capital in the company of its market cap in the mining space. They are prospect generators, meaning that they use their technical and commercial acumen to stake big exploration ideas, and then bring in joint venture partners to develop them. There are over 200 properties in the portfolio, plus a royalty income that keeps the cash burn down. High quality people. The stock has sold off way, way too much.

precious metals
Rick Rule

Pres. & CEO, Sprott USA

Price: $0.920
Owned: Yes

2017-11-09

TOP PICK
Ivanhoe Mines (IVN-T)

4 world-class deposits. The best mining financier in this generation. 2 great partners, being the Chinese government and the Japanese government. What stands against it? South Africa and Congo. If you can take the political risks, and you want to be in this business, it’s a name you have to own. (Analysts’ price target is $5.70.)

Mining
Rick Rule

Pres. & CEO, Sprott USA

Price: $4.860
Owned: Yes

2017-11-09

TOP PICK
Sea Dragon Energy Inc. (SDX-X)

They have new production coming on in multiple countries.  There is attractive exploration potential.  They have no debt at all.  They have lots of cash on the balance sheet.  (Analysts’ target: $0.50).

oil/gas
Josef Schachter

President, Schachter Asset Management

Price: $0.920
Owned: Yes

2017-11-09

TOP PICK
Trinidad Drilling Ltd (TDG-T)

They have 70 rigs in Canada, 69 in the US and 11 in the middle east.  The company did very, very well in the quarter.  Under $1.50 after tax loss selling would be the time to buy it.  (Analysts’ target: $2.80).

oil/gas field services
Josef Schachter

President, Schachter Asset Management

Price: $1.660
Owned: No

2017-11-09

TOP PICK
Trek Mining Inc (TREK-X)

This is about to have a new name, Equinox Gold, which signals the appearance of Ross Beatty, a serially successful mining financier from Canada. This is not for the impatient, as it will take a while to build this company. (Analysts’ price target is $2.42.)

precious metals
Rick Rule

Pres. & CEO, Sprott USA

Price: $1.020
Owned: Yes

2017-11-08

TOP PICK
Bewhere Holdings Inc (BEW-X)

In asset tracking. Started off with Bluetooth tracking where they would attach the device to something, and via Bluetooth, it would tell you where your asset was. Now they’ve moved into Low Power Wide Area Network, so basically a cellular chip, like a Sim card, which you are going to plug in. This expands the whole territory of where it can be monitored and where it can be monitored from. Cellular companies in the US are super excited about this, because everyone has cell phones. They can basically add a lot of new subscribers by basically charging $3, $4, $5 a month to track a shipping container, jackhammer, etc. They've signed deals with Bell and Wall Way out of the US, and are testing now with the big US carriers. This is just the start of where they are going to start ramping up.

Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $0.470
Owned: Yes

2017-11-08

TOP PICK
Keysight Technologies Inc. (KEYS-N)

This does both hardware and software that allows other companies to test and design electronic components. The world is becoming more and more technology and electronic component intensive. Often you get companies that don't feel the love in terms of capital allocation priorities or management time. This kind of stagnated for a while. 5G and electric vehicles are a big trend and are kind of getting into software. Between the 3 of them, she expects this to do pretty well. (Analysts' price target is $50.)

Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment Management

Price: $45.390
Owned: Yes

2017-11-08

TOP PICK
LCI Industries (LCII-N)

RVs are not just for the elderly anymore, it's millennials who are loving RVs now. There is a lot of end demand. They’ve done a really good job of expanding their total adjustable markets, essentially the revenue size of the market. They’ve identified another $4 billion or so of a $2+ billion base, which enables them to really grow in value. There are a lot of positive things with this. Being a leader and an innovation leader, it has the ability to move higher. Dividend yield of 1.9%. (Analysts' price target is $130.)

Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment Management

Price: $115.750
Owned: Yes

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