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Recent Top Picks Table


Signal Opinion Expert

2017-11-08

TOP PICK
Reliq Health Techniques (RHT-X)

Has a monitoring software that ties into a number of different hardware units. For someone sent home from the hospital, it has the ability to monitor from the home. They have an Alexa type, voice activated monitoring system to remind them to follow procedures. This data is transmitted back to the healthcare team or the family in real time, so they know how your health is doing all the time. It’s supposed to cut down on readmissions. As opposed to selling units to every individual, the company has gone to the health authorities and they basically sell on a long-term contract. Have targeted the US to start with. They are in the process where they are starting to ramp up and hope to be cash flow positive in early 2018. Has a $55 million market cap right now, so there is tons of room to run.

computer parts mnfctr
Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $0.600
Owned: Yes

2017-11-08

TOP PICK
StorageVault Canada (SVI-X)

The only public company in this space in Canada, so they've been consolidating a fairly fragmented business. Have been growing organically and by acquisition. Did a big deal in May, and then financed this summer, and the stock has been sort of treading water since. You are probably going to see earnings ramping up, as they have integrated that acquisition and increased some of their revenue. It’s becoming more difficult to put these big storage units into places and, as a result they can charge higher and higher rates. Dividend yield of 0.5%. (Analysts' price target is $3.08.)

Bruce Campbell (2)

President & Portfolio Manager, Stone Castle Investment Management Inc.

Price: $2.240
Owned: Yes

2017-11-08

TOP PICK
Tyson Foods Inc. (TSN-N)

This is thought of as the chicken giant, but they’re also big in pork and beef. They are going through a transformation that started a number of years ago where they are moving up the value chain where people want food on the go. Doing a good job of putting products into convenience stores, etc. She is expecting them to just continue on with their plan which will result in a higher share price. (Analysts' price target is $80.)

food processing
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment Management

Price: $74.000
Owned: Yes

2017-11-07

TOP PICK
Ag Growth International Inc (AFN-T)

This used to sell augers to farmers, and now it has broadened its business into infrastructure. It sells silos, drying facilities, etc. On top of cyclical businesses which is selling into the farmers, it is now an infrastructure business growing globally. Dividend yield of 4.7%. (Analysts' price target is $66.)

machinery
Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $50.710
Owned: Yes

2017-11-07

TOP PICK
Becton Dickinson (BDX-N)

A healthcare name in devices. They have the Bard C R (BCR-N) acquisition that should close before the end of the year, which will give them a mid-single digit accretion and nice cost synergies. They are in the devices space, where capital spending worldwide is strong and growing. They are good about using dividends to return capital to shareholders. Dividend yield of 1.3%. (Analysts' price target is $234.50.)

biotechnology/pharmaceutical
Cameron Hurst

Chief Investment Officer, Equium Capital Management

Price: $221.270
Owned: Yes

2017-11-07

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

We have aging infrastructure globally, and a lot of governments will probably have to sell existing assets to be able to finance new assets. That puts attractive assets into the pool. This is one of the few companies with access to a lot of capital. The company has expanded geographically and have acquired expertise, so their assets now are much more broadly located, such as in Asia and India. She likes the geographic mix for a Canadian company. (Analysts' price target is $47.)

INDUSTRIAL PRODUCTS
Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $55.270
Owned: Yes

2017-11-07

TOP PICK
Descartes (DSG-T)

One of her favourite Canadian technology stocks. This grows organically and by acquisition, and through e-commerce.

computer software/processing
Veronika Hirsch

Chief Investment Officer, Arrow Capital

Price: $37.480
Owned: Yes

2017-11-07

TOP PICK
DowDuPont Inc. (DWDP-N)

The synergies out of this merger could be conservative as a $3 billion target. This is not a simple story. These are 2 dominant companies that are being pieced together, which makes a lot of sense. You have synergies, base metals have performed well and chemical names will benefit from strong industrial growth. Dividend yield of 2.2%. (Analysts' price target is $80.00.)

chemicals
Cameron Hurst

Chief Investment Officer, Equium Capital Management

Price: $71.140
Owned: Yes

2017-11-07

TOP PICK
ETrade Financial Corp. (ETFC-Q)

He likes the market. There are no recession risks on the horizon. Expects the Fed is going to be prudent and cautious. He knows we are going to have stable to higher rates with the Fed. This is all good for something like an E*TRADE. Feels they have a lot of structural tailwinds going for them now. They've cleaned up the portfolio and have nice interest rate sensitivity. The group as a whole makes a lot of sense. (Analysts' price target is $49.00.)

investment companies/funds
Cameron Hurst

Chief Investment Officer, Equium Capital Management

Price: $43.620
Owned: Yes

2017-11-06

TOP PICK
Delta Air Lines Inc (DAL-N)

The stock took a hit.  She likes it because she is seeing better cash flow than their peers.  They really have some exceptional free cash flow yields.  They are able to increase their margins.  (Analysts’ target: $63.00).

Transportation
Erin Gibbs

V.P., S&P Global Market Intelligence

Price: $50.570
Owned: Yes

2017-11-06

TOP PICK
Alphabet Inc (C) (GOOG-Q)

This one is a long-term hold. This and Facebook (FB-Q) own mobile advertising. They have the whole data management and derivative side. The android operating system, which they give away, runs over 60% of the world's mobile devices. That's a huge monetization value.  (Analysts' Price Target is $1,100.00.)

Business Services
John Zechner

Chairman, J. Zechner & Assoc

Price: $1025.900
Owned: Yes

2017-11-06

TOP PICK
Hudson Bay Co. (HBC-T)

This is basically about the real estate. A controversial call, as the company is bleeding cash and they have high debt, so why would you own it. Their land and buildings are going to start to push the button a little, to get the difference between what it is trading at and what the real estate value is. Dividend yield of 0.4%. (Analysts' price target is $13.75.)

department stores
John Zechner

Chairman, J. Zechner & Assoc

Price: $11.950
Owned: Yes

2017-11-06

TOP PICK
Trinidad Drilling Ltd (TDG-T)

Drillers are cheap. You don't have to be a Bull on oil. They are trading at about 30% of replacement value. This company has shifted a lot of their rigs to the US. They are starting to generate more free cash flow. Thinks there is a lot of upside to the whole sector. (Analysts' Price Target is $2.78.)

oil/gas field services
John Zechner

Chairman, J. Zechner & Assoc

Price: $1.800
Owned: Yes

2017-11-06

TOP PICK
Ulta Salon Cosmetics and Fragrance Inc. (ULTA-Q)

They have their own line of beauty products.  They also have solon services within the store so they are creating an experience to attract the buyer into the store.  It is a unique play within the consumer space.  (Analysts’ target: $253.50).

Consumer Products
Erin Gibbs

V.P., S&P Global Market Intelligence

Price: $201.330
Owned: Yes

2017-11-06

TOP PICK
Vulcan Materials Co. (VMC-N)

She likes materials as a sector because they have one of the highest earnings projections for next year and this company has a lot of highway projects where the government is spending a lot of money and it could go two or three years out.  (Analysts’ target: $141.50).

cement/concrete
Erin Gibbs

V.P., S&P Global Market Intelligence

Price: $124.610
Owned: Yes

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