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January 5, 2021

They're making money with a 3.8% free cash flow yield or $610 million FCF. In their December quarterly report, sales were up 14% and earnings 23% (15% above the street's expectations). Earnings are expected to grow 15% in 2021 + 17% in 2022. High ROE of 11%. (Analysts’ price target is $59.93)

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Dollarama Inc. (DOL-T)
January 5, 2021

They're making money with a 3.8% free cash flow yield or $610 million FCF. In their December quarterly report, sales were up 14% and earnings 23% (15% above the street's expectations). Earnings are expected to grow 15% in 2021 + 17% in 2022. High ROE of 11%. (Analysts’ price target is $59.93)

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January 5, 2021
They have three gold mines around the world. A huge 13.7% free cash flow yield; FCF grew over 200% YOY to $244 million. Sales were up 63% in the recent quarter. Cash flow is expected to grow in 2021 26%, and the ROE to be 26% in the coming year. Gold has momentum, says the street. (Analysts’ price target is $13.61)
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They have three gold mines around the world. A huge 13.7% free cash flow yield; FCF grew over 200% YOY to $244 million. Sales were up 63% in the recent quarter. Cash flow is expected to grow in 2021 26%, and the ROE to be 26% in the coming year. Gold has momentum, says the street. (Analysts’ price target is $13.61)
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January 5, 2021
The price of copper is rising and could break new highs in a new bull run. LUN says they will raise their dividend which is currently small. Free cash flow grew a lot to $165 million and expected to grow 68% in 2021, though sales dropped 13%. Shares are breaking out of a 10-year trading range, with potential 41% upside. (Analysts’ price target is $11.01)
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The price of copper is rising and could break new highs in a new bull run. LUN says they will raise their dividend which is currently small. Free cash flow grew a lot to $165 million and expected to grow 68% in 2021, though sales dropped 13%. Shares are breaking out of a 10-year trading range, with potential 41% upside. (Analysts’ price target is $11.01)
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January 4, 2021
We don't often find a business that has this high quality profile, significant free cash flow generation, strong management, and the very good long term outlook that this business does. (Analysts’ price target is $27.00)
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We don't often find a business that has this high quality profile, significant free cash flow generation, strong management, and the very good long term outlook that this business does. (Analysts’ price target is $27.00)
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January 4, 2021
It is a bet on the investing acumen of the management team. The insurance business is firing on all cylinders. They have strong revenue growth. You are going to see strong growth in book value. They are currently trading at a discount of 30% to book value. (Analysts’ price target is $515.54)
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It is a bet on the investing acumen of the management team. The insurance business is firing on all cylinders. They have strong revenue growth. You are going to see strong growth in book value. They are currently trading at a discount of 30% to book value. (Analysts’ price target is $515.54)
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January 4, 2021
They have grown significantly over the last couple of years though craft brands as well as discount brands. The won a fair bit of business in contract brewing. He thinks the outlook is good. (Analysts’ price target is $7.25)
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They have grown significantly over the last couple of years though craft brands as well as discount brands. The won a fair bit of business in contract brewing. He thinks the outlook is good. (Analysts’ price target is $7.25)
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December 31, 2020
Dominant in its category. Will be able to do at-home delivery. Ahead of the curve. Benefiting from downfall of Pier 1 and others. Big and getting bigger. Yield is 2.27%. (Analysts’ price target is $303.05)
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Home Depot (HD-N)
December 31, 2020
Dominant in its category. Will be able to do at-home delivery. Ahead of the curve. Benefiting from downfall of Pier 1 and others. Big and getting bigger. Yield is 2.27%. (Analysts’ price target is $303.05)
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December 31, 2020
Spread across Canada. Now looking at opportunities in Asia. Going to see continued expansion worldwide, which will help cut costs further. Yield is 0.80%. (Analysts’ price target is $52.47)
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Spread across Canada. Now looking at opportunities in Asia. Going to see continued expansion worldwide, which will help cut costs further. Yield is 0.80%. (Analysts’ price target is $52.47)
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December 31, 2020
One of the world's largest futures, commodities, and derivatives exchanges. Interesting way to play cryptocurrency. Crypto is not going away, and this is the growth driver for its business. Yield is 1.06%. (Analysts’ price target is $121.00)
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One of the world's largest futures, commodities, and derivatives exchanges. Interesting way to play cryptocurrency. Crypto is not going away, and this is the growth driver for its business. Yield is 1.06%. (Analysts’ price target is $121.00)
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December 31, 2020

Stockchase Research Editor: Michael O'Reilly BJ is a wholesale membership club that trades at about half the PE of WMT, at only 14x earnings. We think this space still has legs as we head into the new year. EPS grew by 31% this year, providing a PEG ratio of only 0.66 -- excellent value. We would buy this with a stop-loss of $24, looking to achieve over $51 -- over 33% upside potential. Yield 0% (Analysts’ price target is $51.37)

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BJ's Wholesale Club (BJ-N)
December 31, 2020

Stockchase Research Editor: Michael O'Reilly BJ is a wholesale membership club that trades at about half the PE of WMT, at only 14x earnings. We think this space still has legs as we head into the new year. EPS grew by 31% this year, providing a PEG ratio of only 0.66 -- excellent value. We would buy this with a stop-loss of $24, looking to achieve over $51 -- over 33% upside potential. Yield 0% (Analysts’ price target is $51.37)

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December 31, 2020
Stockchase Research Editor: Michael O'Reilly LMT is focused on defense and aerospace. It trades at only 15 times earnings (compared to 90x for the aerospace sector) and pays a strong dividend backed by a 41% payout ratio. It just signed a $1.29 billion contract with the US Navy and has maintenance agreements with the Army and Navy that exceed $1 billion. It has set its sights on further space development, with a recent $4.4 billion acquisition that now includes deep-space rockets. We would buy this with a stop-loss at $320, looking to achieve $451 -- over 27% upside. Yield 2.94% (Analysts’ price target is $451.71)
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Lockheed Martin (LMT-N)
December 31, 2020
Stockchase Research Editor: Michael O'Reilly LMT is focused on defense and aerospace. It trades at only 15 times earnings (compared to 90x for the aerospace sector) and pays a strong dividend backed by a 41% payout ratio. It just signed a $1.29 billion contract with the US Navy and has maintenance agreements with the Army and Navy that exceed $1 billion. It has set its sights on further space development, with a recent $4.4 billion acquisition that now includes deep-space rockets. We would buy this with a stop-loss at $320, looking to achieve $451 -- over 27% upside. Yield 2.94% (Analysts’ price target is $451.71)
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December 31, 2020
Stockchase Research Editor: Michael O'Reilly The pandemic has helped revenues for grocers and SFM is no exception. Cash flow from operations is up 27% and it trades at less than 10x earnings. The grocer has been investing in digital marketing and new technology and continues to expand its reach, opening 6 new locations last quarter. Rumours abound that at these valuation levels, it could be ripe for being acquired. We would trade this with a stop-loss at $15, looking to acheive $25 -- about 25% upside. Yield 0% (Analysts’ price target is $24.63)
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Stockchase Research Editor: Michael O'Reilly The pandemic has helped revenues for grocers and SFM is no exception. Cash flow from operations is up 27% and it trades at less than 10x earnings. The grocer has been investing in digital marketing and new technology and continues to expand its reach, opening 6 new locations last quarter. Rumours abound that at these valuation levels, it could be ripe for being acquired. We would trade this with a stop-loss at $15, looking to acheive $25 -- about 25% upside. Yield 0% (Analysts’ price target is $24.63)
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December 30, 2020
Stick with things that are working for the long term. He can't say enough good things about its subsidiary, DeepMind, which is the closest thing to generalized AI. Regulatory risk is a serious overhang that will take years to play out. If the units were to be separated, stock would be seriously rerated. No dividend. (Analysts’ price target is $1933.59)
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Stick with things that are working for the long term. He can't say enough good things about its subsidiary, DeepMind, which is the closest thing to generalized AI. Regulatory risk is a serious overhang that will take years to play out. If the units were to be separated, stock would be seriously rerated. No dividend. (Analysts’ price target is $1933.59)
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December 30, 2020
Europe's biggest utility. His top pick for global transition to clean power. At the forefront of the transition. Based in Italy, operates across multiple geographies. New green deal should provide a lot of funding, of which Enel should be the prime beneficiary. Nice entry point here. Yield is 4.21%. (Analysts’ price target is $9.13)
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Europe's biggest utility. His top pick for global transition to clean power. At the forefront of the transition. Based in Italy, operates across multiple geographies. New green deal should provide a lot of funding, of which Enel should be the prime beneficiary. Nice entry point here. Yield is 4.21%. (Analysts’ price target is $9.13)
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December 30, 2020
At intersection of two secular growth stories, ride sharing and food delivery. Pandemic drop in ride sharing almost offset by rise in Uber Eats. Still has a decent liquidity position. Ride sharing will come back. Rewards will keep Uber Eats users loyal. No dividend. (Analysts’ price target is $56.34)
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Uber (UBER-N)
December 30, 2020
At intersection of two secular growth stories, ride sharing and food delivery. Pandemic drop in ride sharing almost offset by rise in Uber Eats. Still has a decent liquidity position. Ride sharing will come back. Rewards will keep Uber Eats users loyal. No dividend. (Analysts’ price target is $56.34)
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