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September 11, 2020
They have not owned a financial service stock in a long time. They have a $30B market cap. 4% yield. Free cashflow has been growing and earnings are expected to grow through 2021. A potential 13% upside. (Analysts’ price target is $59.11)
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They have not owned a financial service stock in a long time. They have a $30B market cap. 4% yield. Free cashflow has been growing and earnings are expected to grow through 2021. A potential 13% upside. (Analysts’ price target is $59.11)
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September 10, 2020
Stockchase Research Editor: Michael O'Reilly The company is a regional bank and trust company operating in Pennsylvania. It’s recently posted earnings and stock price put the PE at 12.5, well under sector and market levels. It is also trading at less than 70% of book value. Earnings for 2021 are expected to grow by over 40%. We like the dividend yield, which has only a 65% payout ratio. We would trade this with a $14 stop-loss. Yield 5.07% (Analysts’ price target is $19.75)
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Stockchase Research Editor: Michael O'Reilly The company is a regional bank and trust company operating in Pennsylvania. It’s recently posted earnings and stock price put the PE at 12.5, well under sector and market levels. It is also trading at less than 70% of book value. Earnings for 2021 are expected to grow by over 40%. We like the dividend yield, which has only a 65% payout ratio. We would trade this with a $14 stop-loss. Yield 5.07% (Analysts’ price target is $19.75)
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September 10, 2020
Stockchase Research Editor: Michael O'Reilly MTG provides mortgage insurance in the US, Puerto Rico and Guam. The company released an operational update to end-August indicating the inventory of delinquent loans continues to decrease, with the % of new delinquency notices dropping by over 25% since June. It trades at 69% of book value and EPS is expected to grow to $1.50 per share from $1.44 this year. While still levered to an economic recovery, we make this a Top Pick. The yield is supported by a payout ratio of less than 10% of cash flow. We would trade buy this with a $7.00 stop-loss. Yield 2.69% (Analysts’ price target is $12.43)
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MGIC Investment Corp. (MTG-N)
September 10, 2020
Stockchase Research Editor: Michael O'Reilly MTG provides mortgage insurance in the US, Puerto Rico and Guam. The company released an operational update to end-August indicating the inventory of delinquent loans continues to decrease, with the % of new delinquency notices dropping by over 25% since June. It trades at 69% of book value and EPS is expected to grow to $1.50 per share from $1.44 this year. While still levered to an economic recovery, we make this a Top Pick. The yield is supported by a payout ratio of less than 10% of cash flow. We would trade buy this with a $7.00 stop-loss. Yield 2.69% (Analysts’ price target is $12.43)
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September 10, 2020
Stockchase Research Editor: Michael O'Reilly The company provides personal and commercial residential insurance through the Atlantic coast and Alabama and expanding into Mississippi. Recent annual earnings showed a 10% increase in revenues and EPS has grown to $0.42 per share from a 2019 average of $0.02. Analysts look for EPS to grow over 40% next year. It trades at 83% of book value. It pays a small dividend that is well supported by cashflow. We would trade this with a $11.50 stop-loss. Yield 1.94% (Analysts’ price target is $17.00)
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Stockchase Research Editor: Michael O'Reilly The company provides personal and commercial residential insurance through the Atlantic coast and Alabama and expanding into Mississippi. Recent annual earnings showed a 10% increase in revenues and EPS has grown to $0.42 per share from a 2019 average of $0.02. Analysts look for EPS to grow over 40% next year. It trades at 83% of book value. It pays a small dividend that is well supported by cashflow. We would trade this with a $11.50 stop-loss. Yield 1.94% (Analysts’ price target is $17.00)
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September 10, 2020
The go-to gold stock. They don't mine, but are a royalty company of gold (and other precious metals) miners. As the price of gold rises, miners drill more and more royalties FNV receives--this is crucial. Operates on a strong business model. FNV outperforms the gold mining index in 9 out of 12 years. (Analysts’ price target is $206.58)
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Franco-Nevada Corp. (FNV-T)
September 10, 2020
The go-to gold stock. They don't mine, but are a royalty company of gold (and other precious metals) miners. As the price of gold rises, miners drill more and more royalties FNV receives--this is crucial. Operates on a strong business model. FNV outperforms the gold mining index in 9 out of 12 years. (Analysts’ price target is $206.58)
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September 10, 2020
Is Canada's largest IT services company. They serve government and healthcare, as well as financials and retail. Very global. Increasingly, they're licensing their own intellectual property and client engagements, which have favourable long-term margins. Resistent to the pandemic. It should grow EPS this year. The kicker is GIB is a successful buyer, doing some recent tuck-ins and transformational deals. The current CEO will probably make a meaningful merger or buy to put his stamp on the company. (Analysts’ price target is $102.26)
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CGI Group (A) (GIB.A-T)
September 10, 2020
Is Canada's largest IT services company. They serve government and healthcare, as well as financials and retail. Very global. Increasingly, they're licensing their own intellectual property and client engagements, which have favourable long-term margins. Resistent to the pandemic. It should grow EPS this year. The kicker is GIB is a successful buyer, doing some recent tuck-ins and transformational deals. The current CEO will probably make a meaningful merger or buy to put his stamp on the company. (Analysts’ price target is $102.26)
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September 10, 2020
Offers selective exposure to cyclicals during this recovery. MX holds a 14% share of global methanol market, used in plastics and fuel blending. Generates heavy free cash and buys back shares at the top of the economic cycle. They run efficient plants in Canada, Chile, New Zealand, etc. near low-cost natural gas supplies. Methanol's price is now very low as the pandemic pressures transportation fuel demand. A value stock, so now is a great time to enter it. It trades at 1.4x book value (10-year average is 2.5x). Upside is huge. (Analysts’ price target is $30.42)
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Methanex Corp (MX-T)
September 10, 2020
Offers selective exposure to cyclicals during this recovery. MX holds a 14% share of global methanol market, used in plastics and fuel blending. Generates heavy free cash and buys back shares at the top of the economic cycle. They run efficient plants in Canada, Chile, New Zealand, etc. near low-cost natural gas supplies. Methanol's price is now very low as the pandemic pressures transportation fuel demand. A value stock, so now is a great time to enter it. It trades at 1.4x book value (10-year average is 2.5x). Upside is huge. (Analysts’ price target is $30.42)
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September 9, 2020
Very steady, despite Covid. Healthy capital, continues to pay dividend. Deferred payments have dropped. Well placed as the economy recovers. Trading at 12x earnings. Big enough to not go up and down like a cork. Yield is 3.95%. (Analysts’ price target is $69.27)
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Very steady, despite Covid. Healthy capital, continues to pay dividend. Deferred payments have dropped. Well placed as the economy recovers. Trading at 12x earnings. Big enough to not go up and down like a cork. Yield is 3.95%. (Analysts’ price target is $69.27)
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September 9, 2020
With Covid, we all changed our habits. Has taken a lot of market share from small businesses. People want to shop once, in a big space. Everything's under one roof. Likes the membership plan and services like travel and delivery. Trading at an expensive 36x, but not a lot of businesses are comparable. Yield is 0.82%. (Analysts’ price target is $353.79)
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Costco Wholesale (COST-Q)
September 9, 2020
With Covid, we all changed our habits. Has taken a lot of market share from small businesses. People want to shop once, in a big space. Everything's under one roof. Likes the membership plan and services like travel and delivery. Trading at an expensive 36x, but not a lot of businesses are comparable. Yield is 0.82%. (Analysts’ price target is $353.79)
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September 9, 2020

A necessary service, no matter when a Covid vaccine is ready. We love our phone, internet, and Netflix. We're using more bandwith all the time and have to store more data. Legacy businesses are being replaced by 5G and fibre optic. Great and reliable dividend. Good addition to any portfolio. Yield is 5.92%. (Analysts’ price target is $60.66)

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BCE Inc. (BCE-T)
September 9, 2020

A necessary service, no matter when a Covid vaccine is ready. We love our phone, internet, and Netflix. We're using more bandwith all the time and have to store more data. Legacy businesses are being replaced by 5G and fibre optic. Great and reliable dividend. Good addition to any portfolio. Yield is 5.92%. (Analysts’ price target is $60.66)

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September 8, 2020

Bought it in March after they bought a videoconferencing company. He'd been watching this stock and their great track record of purchases. They're a Canadian tech consolidator, though smaller than CSU in market cap. They have incredibly consistent cash flow that they deploy well with purchases. The shares are being re-rated because of their videoconferencing exposure. Enghouse will continue to benefit from work from home. He sees a lot of organic growth ahead. Really likes it, enjoying great tailwinds. (Analysts’ price target is $89.67)

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Enghouse Systems (ENGH-T)
September 8, 2020

Bought it in March after they bought a videoconferencing company. He'd been watching this stock and their great track record of purchases. They're a Canadian tech consolidator, though smaller than CSU in market cap. They have incredibly consistent cash flow that they deploy well with purchases. The shares are being re-rated because of their videoconferencing exposure. Enghouse will continue to benefit from work from home. He sees a lot of organic growth ahead. Really likes it, enjoying great tailwinds. (Analysts’ price target is $89.67)

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September 8, 2020
He's been bullish gold for two years and remains so. We'll continue to see the debasement of currencies against hard assets, so gold is in the sweet spot. Barrick shares will consolidate around these levels for a while. He owns Barrick long term and doesn't trade it. It boasts record free cash flow. (Analysts’ price target is $42.38)
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Barrick Gold (ABX-T)
September 8, 2020
He's been bullish gold for two years and remains so. We'll continue to see the debasement of currencies against hard assets, so gold is in the sweet spot. Barrick shares will consolidate around these levels for a while. He owns Barrick long term and doesn't trade it. It boasts record free cash flow. (Analysts’ price target is $42.38)
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September 8, 2020
Shares were hit in April, when he stepped in. A great asset management franchise for long-term investors. Historically, whenever you bought Brookfield shares below NAV, you did well long term. If interest rates were at 5-10%, it would hammer this stock because they buy assets using debt strategically, but rates will stay anchored near zero. Investors will need to own global, diversified, alternative assets. Huge growth on their renewable side too. BAM is in the sweet spot. (Analysts’ price target is $53.95)
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Shares were hit in April, when he stepped in. A great asset management franchise for long-term investors. Historically, whenever you bought Brookfield shares below NAV, you did well long term. If interest rates were at 5-10%, it would hammer this stock because they buy assets using debt strategically, but rates will stay anchored near zero. Investors will need to own global, diversified, alternative assets. Huge growth on their renewable side too. BAM is in the sweet spot. (Analysts’ price target is $53.95)
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September 8, 2020
Stockchase Research Editor: Michael O'Reilly We are being rewarded for being patient. We suggested to buy this on weakness on a pullback. CNR recently reported earnings and the stock jumped over 20%. EPS increased 50% to $0.21 per share (including a sizable tax gain), when the market was expecting a net loss and the company has a record order backlog. The company designs and manufacturers building products for non-residential construction, siding and windows. We would trade this with a stop-loss at $6.50, with a target to revisit $9.50 (25% upside). Yield 0% (Analysts’ price target is $10.51)
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Stockchase Research Editor: Michael O'Reilly We are being rewarded for being patient. We suggested to buy this on weakness on a pullback. CNR recently reported earnings and the stock jumped over 20%. EPS increased 50% to $0.21 per share (including a sizable tax gain), when the market was expecting a net loss and the company has a record order backlog. The company designs and manufacturers building products for non-residential construction, siding and windows. We would trade this with a stop-loss at $6.50, with a target to revisit $9.50 (25% upside). Yield 0% (Analysts’ price target is $10.51)
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September 8, 2020
Stockchase Research Editor: Michael O'Reilly We are being rewarded for our patience as this was a buy on weakness target. An obvious household name, K often gets over looked, but it is proving to be a survivor. The company just upgraded its annual sales and profit guidance for the year as organic net sales are up 9% on the quarter. EPS beat analyst expectations by 32%. We like the dividend and feel it is secure. We would use $60 as a stop loss. Yield 3.29% (Analysts’ price target is $71.79)
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Kellog (K-N)
September 8, 2020
Stockchase Research Editor: Michael O'Reilly We are being rewarded for our patience as this was a buy on weakness target. An obvious household name, K often gets over looked, but it is proving to be a survivor. The company just upgraded its annual sales and profit guidance for the year as organic net sales are up 9% on the quarter. EPS beat analyst expectations by 32%. We like the dividend and feel it is secure. We would use $60 as a stop loss. Yield 3.29% (Analysts’ price target is $71.79)
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