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Opinion
Expert
TOP PICK
TOP PICK
March 26, 2021

Trading at a very low valuation. Biggest weighting for him. Likes it for the exploration front, partnership with government and valuation. Trading at 2.4x cashflow at $65. 28% free cashflow yield. Theoretically could keep production flat and pay 28% free cash. Sitting on $460M cash. What to do with the cash? Looking into new acreages. Free optionality on exploration or could get acquired for deleveraging by a company like Vermillion. 70% upside possible. (Analysts’ price target is $30.52)

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Trading at a very low valuation. Biggest weighting for him. Likes it for the exploration front, partnership with government and valuation. Trading at 2.4x cashflow at $65. 28% free cashflow yield. Theoretically could keep production flat and pay 28% free cash. Sitting on $460M cash. What to do with the cash? Looking into new acreages. Free optionality on exploration or could get acquired for deleveraging by a company like Vermillion. 70% upside possible. (Analysts’ price target is $30.52)

Eric Nuttall
Price
$21.980
Owned
Yes
TOP PICK
TOP PICK
March 26, 2021
A clearwater play. Trading at 2.5x cashflow. Once they pay down debt from acquisitions, you could see them buy back stocks. Really mis-priced right now. A great opportunity to get access to the most profitable play in Canada. New leg of growth and balance sheet is strong. MnA is possible. (Analysts’ price target is $3.06)
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A clearwater play. Trading at 2.5x cashflow. Once they pay down debt from acquisitions, you could see them buy back stocks. Really mis-priced right now. A great opportunity to get access to the most profitable play in Canada. New leg of growth and balance sheet is strong. MnA is possible. (Analysts’ price target is $3.06)
Eric Nuttall
Price
$2.290
Owned
Yes
TOP PICK
TOP PICK
March 26, 2021
Had a convertible note that was converted to stocks so bought it. 7% stake in the company. 2.3x cashflow at $60 oil. Trading at 34% free cashflow yield. Not the most exciting asset, but generates a lot of free cash. They could reinstate their dividend. (Analysts’ price target is $2.65)
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Had a convertible note that was converted to stocks so bought it. 7% stake in the company. 2.3x cashflow at $60 oil. Trading at 34% free cashflow yield. Not the most exciting asset, but generates a lot of free cash. They could reinstate their dividend. (Analysts’ price target is $2.65)
Eric Nuttall
Price
$2.480
Owned
Yes
TOP PICK
TOP PICK
March 25, 2021

Many different applications of helium. Partnering with a team from Encana. In Canada and US. Looking for them to start drilling and producing helium. Helium regulations are changing come September and will provide a huge opportunity. No dividend.

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Avanti Energy (AVN-X)
March 25, 2021

Many different applications of helium. Partnering with a team from Encana. In Canada and US. Looking for them to start drilling and producing helium. Helium regulations are changing come September and will provide a huge opportunity. No dividend.

TOP PICK
TOP PICK
March 25, 2021
Online gaming. Fantastic numbers reported today. Strong leadership. Waiting to see when they can get into the US. Cheap valuation. No dividend. (Analysts’ price target is $3.00)
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Online gaming. Fantastic numbers reported today. Strong leadership. Waiting to see when they can get into the US. Cheap valuation. No dividend. (Analysts’ price target is $3.00)
TOP PICK
TOP PICK
March 25, 2021

Help influencers with video adoption online, getting more viewers and more revenue. NBA is a client. Growing topline about 60% per year. Equate it to what could happen to LSPD. Based on peer group, could trade in the $47-50 range. No dividend. (Analysts’ price target is $20.17)

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BBTV Holdings (BBTV-T)
March 25, 2021

Help influencers with video adoption online, getting more viewers and more revenue. NBA is a client. Growing topline about 60% per year. Equate it to what could happen to LSPD. Based on peer group, could trade in the $47-50 range. No dividend. (Analysts’ price target is $20.17)

TOP PICK
TOP PICK
March 25, 2021
Stockchase Research Editor: Michael O'Reilly This Atlanta based specialty channel TV station provider, operates in 94 markets, looking to grow to over 100. It trades at 5x earnings and below book value. EPS growth this year was over 190% and is projected to grow by another 125% this year. It pays a decent dividend, backed by a payout ratio less than 30%. We would buy this with a stop-loss at $15.00, looking to achieve $25.00 -- upside potential of 35%. Yield 1.77% (Analysts’ price target is $24.88)
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Stockchase Research Editor: Michael O'Reilly This Atlanta based specialty channel TV station provider, operates in 94 markets, looking to grow to over 100. It trades at 5x earnings and below book value. EPS growth this year was over 190% and is projected to grow by another 125% this year. It pays a decent dividend, backed by a payout ratio less than 30%. We would buy this with a stop-loss at $15.00, looking to achieve $25.00 -- upside potential of 35%. Yield 1.77% (Analysts’ price target is $24.88)
TOP PICK
TOP PICK
March 25, 2021
Stockchase Research Editor: Michael O'Reilly PG is a global leader in consumer staples with brands recognized in over 180 countries. Recent earnings showed a 200% increase in EPS and is expected to grow over 9% over the next five years -- a real steady Eddy. It pays a nice dividend, backed by a 57% payout ratio. We would buy this with a stop loss at $100, looking to achieve $152 -- upside potential over 14%. Yield 2.38% (Analysts’ price target is $151.44)
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Procter & Gamble (PG-N)
March 25, 2021
Stockchase Research Editor: Michael O'Reilly PG is a global leader in consumer staples with brands recognized in over 180 countries. Recent earnings showed a 200% increase in EPS and is expected to grow over 9% over the next five years -- a real steady Eddy. It pays a nice dividend, backed by a 57% payout ratio. We would buy this with a stop loss at $100, looking to achieve $152 -- upside potential over 14%. Yield 2.38% (Analysts’ price target is $151.44)
Stockchase Research
Price
$133.140
Owned
_N/A
TOP PICK
TOP PICK
March 25, 2021

Stockchase Research Editor: Michael O'Reilly AMD is the world's second largest manufacturer of CPUs, after Intel. Recent reported earnings showed impressive growth in all key segments of computers, gaming and servers. EPS is expected to grow another 28% this year and continue those rates over the five. We would buy this will a stop-loss at $55, looking to achieve $103 -- upside potential of 33%. Yield 0% (Analysts’ price target is $102.86)

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Stockchase Research Editor: Michael O'Reilly AMD is the world's second largest manufacturer of CPUs, after Intel. Recent reported earnings showed impressive growth in all key segments of computers, gaming and servers. EPS is expected to grow another 28% this year and continue those rates over the five. We would buy this will a stop-loss at $55, looking to achieve $103 -- upside potential of 33%. Yield 0% (Analysts’ price target is $102.86)

TOP PICK
TOP PICK
March 24, 2021
Still 30% below pre-Covid highs, but well positioned to recover. Structurally growing market, with very high barriers to entry. Growth expansion supported by increasing middle class in EM. Efficiency gains from fleet renewal could be a benefit. No dividend. (Price target is in Euros.) (Analysts’ price target is $107.32)
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Airbus (EADSY-OTC)
March 24, 2021
Still 30% below pre-Covid highs, but well positioned to recover. Structurally growing market, with very high barriers to entry. Growth expansion supported by increasing middle class in EM. Efficiency gains from fleet renewal could be a benefit. No dividend. (Price target is in Euros.) (Analysts’ price target is $107.32)
TOP PICK
TOP PICK
March 24, 2021
Global leader. Deliveries are firing on all cylinders. Reaching critical masses in densities and geographies. In economies that are recovering faster, they're almost back at 100% pre-Covid bookings. Sees topline growth 40-50% over next 2 years, and sees stock approaching $80. Going to be a go-to platform in the last-mile solution for prescriptions and alcohol. No dividend. (Analysts’ price target is $71.74)
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Uber (UBER-N)
March 24, 2021
Global leader. Deliveries are firing on all cylinders. Reaching critical masses in densities and geographies. In economies that are recovering faster, they're almost back at 100% pre-Covid bookings. Sees topline growth 40-50% over next 2 years, and sees stock approaching $80. Going to be a go-to platform in the last-mile solution for prescriptions and alcohol. No dividend. (Analysts’ price target is $71.74)
TOP PICK
TOP PICK
March 24, 2021

The traditional car makers have finally made moves to catch up to Tesla. In one of the best positions to benefit from cyclical and secular trends. Margins are improving, leading to a higher stock multiple. Yield is 2.30%. (Analysts’ price target is $84.65)

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The traditional car makers have finally made moves to catch up to Tesla. In one of the best positions to benefit from cyclical and secular trends. Margins are improving, leading to a higher stock multiple. Yield is 2.30%. (Analysts’ price target is $84.65)

TOP PICK
TOP PICK
March 23, 2021

The Rogers-Shaw deal will rotate money out of Shaw into peers like Telus. But what will happen with this deal? Will it be approved? Will there be clauses, if approved? The recent sale of Telus International added cash to their balance sheet. They can grow their dividend at an outsized rate. It pays a good dividend and Telus will attract more capital from the Shaw deal. (Analysts’ price target is $28.98)

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Telus Corp (T-T)
March 23, 2021

The Rogers-Shaw deal will rotate money out of Shaw into peers like Telus. But what will happen with this deal? Will it be approved? Will there be clauses, if approved? The recent sale of Telus International added cash to their balance sheet. They can grow their dividend at an outsized rate. It pays a good dividend and Telus will attract more capital from the Shaw deal. (Analysts’ price target is $28.98)

Ryan Bushell
Price
$26.460
Owned
Yes
TOP PICK
TOP PICK
March 23, 2021
He likes their merger with 7 Generations, and he's very bullish natural gas demand and prices driven by the post-Covid housing boom. They have some of the greenest natural gas, powered by green power in BC. They have an investment grade credit rating now, one of only three nat gas producers. Once this deals clear, ARX will see great performance. (Analysts’ price target is $11.22)
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He likes their merger with 7 Generations, and he's very bullish natural gas demand and prices driven by the post-Covid housing boom. They have some of the greenest natural gas, powered by green power in BC. They have an investment grade credit rating now, one of only three nat gas producers. Once this deals clear, ARX will see great performance. (Analysts’ price target is $11.22)
Ryan Bushell
Price
$7.315
Owned
Yes
TOP PICK
TOP PICK
March 23, 2021

Renewables had a great 2020, but have come off so far this year. Now is a good level to enter BEP. Brookfield can source and invest capital around the world. There'll be more money flowing into this sector. Caluations are a concern though, like Plug Power's, but BEP is backed by their core hydro power business and the parent company. (Analysts’ price target is $58.63)

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Renewables had a great 2020, but have come off so far this year. Now is a good level to enter BEP. Brookfield can source and invest capital around the world. There'll be more money flowing into this sector. Caluations are a concern though, like Plug Power's, but BEP is backed by their core hydro power business and the parent company. (Analysts’ price target is $58.63)

Ryan Bushell
Price
$51.600
Owned
Yes
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