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TOP PICK
April 1, 2021
Huge in the US. Aims to be a member of the 20/20 club: 20% compound revenue growth and 20% compound earnings growth. Increased adoption creates the network effect via e-commerce and online shopping. Inflation protection. No dividend. (Analysts’ price target is $310.53)
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Huge in the US. Aims to be a member of the 20/20 club: 20% compound revenue growth and 20% compound earnings growth. Increased adoption creates the network effect via e-commerce and online shopping. Inflation protection. No dividend. (Analysts’ price target is $310.53)
Barry Schwartz
Price
$246.960
Owned
Yes
TOP PICK
TOP PICK
April 1, 2021

Movie theatre business is done. It's all about NFLX and DIS. Best service, local language products. No one's going to catch them. Margins will grow and earnings will increase dramatically. Wishy-washy in the short term, but very bullish long-term. No dividend. (Analysts’ price target is $609.50)

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Netflix Inc. (NFLX-Q)
April 1, 2021

Movie theatre business is done. It's all about NFLX and DIS. Best service, local language products. No one's going to catch them. Margins will grow and earnings will increase dramatically. Wishy-washy in the short term, but very bullish long-term. No dividend. (Analysts’ price target is $609.50)

Barry Schwartz
Price
$535.560
Owned
Yes
TOP PICK
TOP PICK
April 1, 2021
Defensive, financial business. Will benefit from rising stock prices. Exchange listing, but also a data analytics business. Way undervalued for the quality. Wants to see management unlock its value. $175+ stock going forward. Clean balance sheet. Tailwinds as markets stay strong. Yield is 2.14%. (Analysts’ price target is $146.00)
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TMX Group (X-T)
April 1, 2021
Defensive, financial business. Will benefit from rising stock prices. Exchange listing, but also a data analytics business. Way undervalued for the quality. Wants to see management unlock its value. $175+ stock going forward. Clean balance sheet. Tailwinds as markets stay strong. Yield is 2.14%. (Analysts’ price target is $146.00)
Barry Schwartz
Price
$133.830
Owned
Yes
TOP PICK
TOP PICK
March 31, 2021
Chinese tech conglomerate. One of the largest Chinese players in EVs. Price target of $68. Normally he'd buy the supply chain, but this company has both the EVs and the batteries. Warren Buffet owns 8.25% of BYD. Yield is 0.04%.
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BYD Company (BYDDY-OTC)
March 31, 2021
Chinese tech conglomerate. One of the largest Chinese players in EVs. Price target of $68. Normally he'd buy the supply chain, but this company has both the EVs and the batteries. Warren Buffet owns 8.25% of BYD. Yield is 0.04%.
Kim Bolton
Price
$44.350
Owned
Yes
TOP PICK
TOP PICK
March 31, 2021
Integrated device manufacturer, in that they design and produce semiconductors. #1 auto chip supplier, 8th largest semi company in the world. Price target of $50. It's up today, so buy in thirds here, at $38, and at $35 if you're lucky. Yield is 0.63%. (Analysts’ price target is $39.00)
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Integrated device manufacturer, in that they design and produce semiconductors. #1 auto chip supplier, 8th largest semi company in the world. Price target of $50. It's up today, so buy in thirds here, at $38, and at $35 if you're lucky. Yield is 0.63%. (Analysts’ price target is $39.00)
Kim Bolton
Price
$42.590
Owned
Yes
TOP PICK
TOP PICK
March 31, 2021

44% market share in image sensors, which are in Apple and Samsung phones. 64% market share in gaming consoles. Price target of $147. Buy half a position here, and another half down around $100. Yield is 0.45%. (Analysts’ price target is $138.29)

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Sony Corp. ADR (SNE-N)
March 31, 2021

44% market share in image sensors, which are in Apple and Samsung phones. 64% market share in gaming consoles. Price target of $147. Buy half a position here, and another half down around $100. Yield is 0.45%. (Analysts’ price target is $138.29)

Kim Bolton
Price
$106.010
Owned
Yes
TOP PICK
TOP PICK
March 30, 2021
Stockchase Research Editor: Michael O'Reilly WJX is an integrated distribution company that provides rentals, sales, parts and services of heavy equipment to the major industrial sectors. They will benefit from the return to normal infrastructure development during the pandemic recovery in Canada. Not a massive growth stock, but provides an excellent dividend that is backed by a payout ratio less than 65% of cash flow. It trades at just 1.2 times book value and at 13x earnings, compared to its peers at 48x. We would buy this with a stop-loss at $14, looking to achieve $25 -- 25% upside. Yield 5.09% (Analysts’ price target is $21.00)
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Wajax Corp (WJX-T)
March 30, 2021
Stockchase Research Editor: Michael O'Reilly WJX is an integrated distribution company that provides rentals, sales, parts and services of heavy equipment to the major industrial sectors. They will benefit from the return to normal infrastructure development during the pandemic recovery in Canada. Not a massive growth stock, but provides an excellent dividend that is backed by a payout ratio less than 65% of cash flow. It trades at just 1.2 times book value and at 13x earnings, compared to its peers at 48x. We would buy this with a stop-loss at $14, looking to achieve $25 -- 25% upside. Yield 5.09% (Analysts’ price target is $21.00)
TOP PICK
TOP PICK
March 30, 2021
Stockchase Research Editor: Michael O'Reilly Recently reported revenues were up 26% over the year for the $215 billion market-cap company. Expansion of their cloud based services has been instrumental. Trading at 42x earnings, it is still cheap compared to its peers at 65x. Earnings are expected to grow another 18% this year. Over 80% of the stock is held by institutions, who have strong staying power. We would buy this with a stop loss at $400, looking to achieve $565 -- upside potential over 20%. Yield 0% (Analysts’ price target is $565.37)
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Adobe Systems (ADBE-Q)
March 30, 2021
Stockchase Research Editor: Michael O'Reilly Recently reported revenues were up 26% over the year for the $215 billion market-cap company. Expansion of their cloud based services has been instrumental. Trading at 42x earnings, it is still cheap compared to its peers at 65x. Earnings are expected to grow another 18% this year. Over 80% of the stock is held by institutions, who have strong staying power. We would buy this with a stop loss at $400, looking to achieve $565 -- upside potential over 20%. Yield 0% (Analysts’ price target is $565.37)
Stockchase Research
Price
$465.460
Owned
_N/A
TOP PICK
TOP PICK
March 30, 2021
Stockchase Research Editor: Michael O'Reilly TMO is a $173 billion market-cap company that provides scientific instruments and consumables to companies involved in COVID-19 testing, treatment and vaccine production. Management expects another 50% increase in EPS this year, following last year's 74% boost. The company grew its cash position by over $7.5 billion company and it plans to use this to further invest in new technologies. It pays a small dividend, backed by a 5% payout ratio. We would buy this with a stop loss at $390, looking to achieve $560 --upside potential over 23%. Yield 0.20% (Analysts’ price target is $559.16)
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Stockchase Research Editor: Michael O'Reilly TMO is a $173 billion market-cap company that provides scientific instruments and consumables to companies involved in COVID-19 testing, treatment and vaccine production. Management expects another 50% increase in EPS this year, following last year's 74% boost. The company grew its cash position by over $7.5 billion company and it plans to use this to further invest in new technologies. It pays a small dividend, backed by a 5% payout ratio. We would buy this with a stop loss at $390, looking to achieve $560 --upside potential over 23%. Yield 0.20% (Analysts’ price target is $559.16)
Stockchase Research
Price
$454.395
Owned
_N/A
TOP PICK
TOP PICK
March 30, 2021
He likes its valuation and its concentration in the GTA, its largest market. Immigration and foreign students returning will drive growth. During Covid, millennials returned home, but after mass vaccinations, this cohort will return to the apartment market and create a bounceback. CAP REIT will definitely benefit from this pent-up demand. He sees a lot of upside in earnings and a NAV basis later this year. CAP REIT is very undervalued.
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He likes its valuation and its concentration in the GTA, its largest market. Immigration and foreign students returning will drive growth. During Covid, millennials returned home, but after mass vaccinations, this cohort will return to the apartment market and create a bounceback. CAP REIT will definitely benefit from this pent-up demand. He sees a lot of upside in earnings and a NAV basis later this year. CAP REIT is very undervalued.
Andrew Moffs
Price
$54.000
Owned
Yes
TOP PICK
TOP PICK
March 30, 2021
During Covid they lost a lot of occupancy and it was a tough sector during Covid. But now we're close to the bottom or past it. About 90% of CSH residents have gotten a vaccine. Compared to U.S. peers, CSH trades at a big discount with better fundamentals than most U.S. peers. CSH trades at 13.5x earnings vs. 20x in the U.S. They have a long way to go, though, and must raise occupancy by 10%, but he believes this will happen. Trades at a huge NAV discount. Note: this isn't a nursing home, which endures a cloud over it, but a retirement home. (Analysts’ price target is $12.71)
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During Covid they lost a lot of occupancy and it was a tough sector during Covid. But now we're close to the bottom or past it. About 90% of CSH residents have gotten a vaccine. Compared to U.S. peers, CSH trades at a big discount with better fundamentals than most U.S. peers. CSH trades at 13.5x earnings vs. 20x in the U.S. They have a long way to go, though, and must raise occupancy by 10%, but he believes this will happen. Trades at a huge NAV discount. Note: this isn't a nursing home, which endures a cloud over it, but a retirement home. (Analysts’ price target is $12.71)
Andrew Moffs
Price
$11.710
Owned
Yes
TOP PICK
TOP PICK
March 30, 2021
It's the biggest operating of self-storage in Canada, a business which was very resilient during Covid. Death, divorce and disasters drives this business, which we saw during Covid. They had 5% NOI growth in 2020 and 17% bottom line growth. A great story. If this were American, the stock would top $5. (Analysts’ price target is $4.41)
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It's the biggest operating of self-storage in Canada, a business which was very resilient during Covid. Death, divorce and disasters drives this business, which we saw during Covid. They had 5% NOI growth in 2020 and 17% bottom line growth. A great story. If this were American, the stock would top $5. (Analysts’ price target is $4.41)
Andrew Moffs
Price
$4.360
Owned
Yes
TOP PICK
TOP PICK
March 29, 2021
This is the name he likes in the space. It is up significantly. They are focused on growing their cash flow from operations. They are the biggest makers of analogue circuits. Particularly they are in robots. In the next 5 years the use of robots is expected to grow by 60%. It is a high quality company. The forward PE is only 26. (Analysts’ price target is $177.32)
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Analog Devices (ADI-Q)
March 29, 2021
This is the name he likes in the space. It is up significantly. They are focused on growing their cash flow from operations. They are the biggest makers of analogue circuits. Particularly they are in robots. In the next 5 years the use of robots is expected to grow by 60%. It is a high quality company. The forward PE is only 26. (Analysts’ price target is $177.32)
TOP PICK
TOP PICK
March 29, 2021
It has not done that well through the pandemic. Their appliances are used on an elective basis, so their installation got canceled by hospitals. Sales are expected to grow by 19% this year. (Analysts’ price target is $251.00)
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Stryker Corp. (SYK-N)
March 29, 2021
It has not done that well through the pandemic. Their appliances are used on an elective basis, so their installation got canceled by hospitals. Sales are expected to grow by 19% this year. (Analysts’ price target is $251.00)
TOP PICK
TOP PICK
March 29, 2021
Most Canadians should have exposure to private assets in their portfolio. You will see increases in valuation. (Analysts’ price target is $66.64)
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Most Canadians should have exposure to private assets in their portfolio. You will see increases in valuation. (Analysts’ price target is $66.64)
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