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Recent Top Picks Table


Signal Opinion Expert

2017-11-03

TOP PICK
Alacer Gold Corp (ASR-T)

Has 2 major knocks against it. Based in Turkey and has about $120 million in debt. They’re expanding their copper play and making money. The balance sheet is going to get murkier, but they are coming in on a mine expansion, on time and under budget. Feels it could triple from here. (Analysts' price target is $3.15.)

Mining
Benj Gallander

President, Contra the Heard Investment Letter

Price: $2.020
Owned: Yes

2017-11-03

TOP PICK
Cathedral Energy Services (CET-T)

A drilling company. Got absolutely hammered with oil/gas prices. Had paid $3.11, and it had dropped to about $0.35. Currently it’s around $1.50-$1.60, so it has come back nicely. Paid off all their debt. Made about $186,000 last quarter. Wilkes Brothers out of Texas have been buying a ton of stock. They bought into Trican Well Services (TCW-T), which has gone up like crazy. He is hopeful this might do the same. (Analysts' price target is $1.75.)

oil/gas field services
Benj Gallander

President, Contra the Heard Investment Letter

Price: $1.690
Owned: Yes

2017-11-03

TOP PICK
Restaurent Brands International (QSR-T)

A TSX answer to a Yum Brands or McDonald's. A play on global growth with excellent management. Trading at 33X earnings which is not cheap, but it never does get cheap. He is modelling 24% per share growth. 3 to 5 years out this could be double, and ultimately double again from there. Dividend yield of 1.2%. (Analysts’ Price Target is $74.50.)

food services
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $83.850
Owned: Yes

2017-11-03

TOP PICK
Quarterhill Inc (QTRH-T)

Still a patent troll. That’s all they did until towards the end of last year. Took over 2 companies, both in the Internet of Things, so their cash hoard went down from over $100 million, to about $45 million. It eventually went under his "Buy-in" price, but since then they’ve been going like gangbusters. Last year, for the full year, revenues were $93 million. Last quarter, revenues were $19 million. Announced revenues for this quarter are going to be $73-$83 million. Dividend yield of 2.1%. (Analysts' price target is $3.)

electrical/electronic
Benj Gallander

President, Contra the Heard Investment Letter

Price: $2.490
Owned: Yes

2017-11-03

TOP PICK
Telus Corp (T-T)

Has underperformed its peers for the last 2 years. Trading at a bit of a PE discount because they have had rising Cap X, lower cash flow, concern about their dividend payout ratios. They've really been building out their fibre, but believes that is going to reach important milestones in 2018-2019 and CapX is going to start coming down. By mid-2018 they will have completed 50% of their targeted footprint. By the end of 2018 it will be 60%. This should lead to rising free cash flow and multiple expansion. Dividend yield of 4.2%. (Analysts’ Price Target is $48.50.)

telephone utilities
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $46.470
Owned: Yes

2017-11-03

TOP PICK
Thomson Reuters Corp (TRI-T)

Just pulled back because of near-term concerns on upcoming European regulations, but believes that will ultimately create a tailwind as clients need to adapt a system to manage these new regulations. Trading at a 4-year low. He models a 6% EPS growth. They have an active Buy-back. Good balance sheet. Dividend yield of 3.1%. (Analysts’ Price Target is $49.)

publishing/printing
Greg Newman

Director & Portfolio Manager, Scotia Wealth Management

Price: $56.890
Owned: Yes

2017-11-02

TOP PICK
Alimentation Couche-Tard (B) (ATD.B-T)

It has been going sideways.  There is a worry about electric cars damaging the business but they will have charging stations at their sites for sure.  It will take a long time before it is materially impacted. He feels there are catalysts to come.  (Analysts’ target: $72.00).

food stores
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $62.320
Owned: Yes

2017-11-02

TOP PICK
Bank of America (BAC-N)

A great story. Trading at 12X earnings. Thinks Book is going to be around 26 this year, a little bit above BV. The issue is very simple. They've cut costs, gotten rid of businesses in parts of the world they didn't want to be in, and are between #1 and #4 in investment banking. Trading at 1.1X Book, and feels it should trade at 1.5X. Expects a massive amount of cost cutting in the banks over the next 5-10 years, because technology is really catching up to the banking industry. Dividend yield of 1.7%. (Analysts' price target is $29.)

banks
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $27.870
Owned: Yes

2017-11-02

TOP PICK
Cenovus Energy (CVE-T)

A restructuring story, so will take some time. Has a new CEO coming in and will be cutting costs. Still has very good production. Expects the company to tick along. (Analysts' price target is $14.50.)

oil/gas
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $13.360
Owned: Yes

2017-11-02

TOP PICK
Kraft Heinz Company (KHC-Q)

This has languished lately. Trading at about 20X earnings. He likes this because 3G bought this deal with Warren Buffett. A couple of things are going to happen over the next little while. With all the cost cutting they've done recently, the benefits will show in 2018. Changes in product will also happen in 2018. Expects the cost structure will get a little better. Thinks that they might buy Mondelez (MDLZ-Q). Dividend yield of 3.2%. (Analysts' price target is $90.)

food processing
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Management

Price: $78.030
Owned: Yes

2017-11-02

TOP PICK
Manulife Financial (MFC-T)

He sees more upside (10-15%).  Be careful because they report the third quarter a week today and there will be some onetime charges that he knows about, not everyone in the market does.  There may be $0.50 downside and that would be when to buy it.  (Analysts’ target: $28.00).

insurance
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $26.520
Owned: Yes

2017-11-02

TOP PICK
SNC-Lavalin Group Inc. (SNC-T)

It was a messy beat this morning.  They have adjusted engineering and construction numbers.  They beat on margin.  The Highway 407 is ticking along fine.  They will have a 7% compound growth rate just from the 407.  (Analysts’ target: $67.00).

contractors
Bruce Campbell (1)

President, Campbell and Lee InvMngmnt

Price: $58.540
Owned: Yes

2017-11-01

TOP PICK
Emera Inc (EMA-T)

A defensive play. You have to be very careful on interest sensitive names, from a management portfolio perspective. This has the growth positioning to offset some of the interest sensitivity. He likes their dividend growth commitment of 8%-10% per year, which is reasonable and realistic. With their last acquisition, they are generating a large percentage of their revenue in the US. Dividend yield of 4.7%. (Analysts' Price target is $52.50.)

mngmnt/diversified
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisory, Raymond James

Price: $48.140
Owned: Yes

2017-11-01

TOP PICK
Intertek Group plc (ITRK-LON)

This is a group in Britain who do product inspection. Whether it is toys, clothes, food, anything that needs government regulation to inspect, has to get the stamp of approval from this company. They are selling more to their existing clients, but also getting new business. Projections are for 20% growth, both in earnings and dividends, and as a result, it has hit a new high today. (Analysts' price target is £4460.)

David Driscoll

President & CEO, Liberty International Investment Management Inc

Price: $0.010
Owned: Yes

2017-11-01

TOP PICK
Littelfuse Inc. (LFUS-Q)

Engineers that makes fuses and sensors. We are in the electrification of automobiles and smart phones. You can't turn on your smart phone without a fuse, and you can't turn on your car without a fuse. Over the next 20 years, their growth in the electrification of cars is expected to grow by about 30%. Made an acquisition about 4 months ago, which increased their size by about a 3rd. Earnings came out a penny short, and the stock went down $20, so this is a gift. Dividend yield of 0.7%. (Analysts' price target is $200.)

INDUSTRIAL PRODUCTS
David Driscoll

President & CEO, Liberty International Investment Management Inc

Price: $188.440
Owned: Yes

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