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Recent Top Picks Table


Signal Opinion Expert

2014-07-10

TOP PICK
Apple (AAPL-Q)

Really positive on the stock. The split is helpful. New phone and potential new products. Generally thinks it is due for a good refresh cycle. Great balance sheet.

electrical/electronic
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $95.035
Owned: Yes

2017-09-20

TOP PICK
Apple (AAPL-Q)

This keeps you in the eco system, which is extremely profitable for them. The apps and the music side is keeping you in there. The iPhone 8 and iPhone X should be positive heading into the holiday season. Also, it is not trading at an outrageous multiple. Dividend yield of 1.6%. (Analysts’ price target is $180.)

electrical/electronic
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $156.070
Owned: Yes

2017-09-20

TOP PICK
Accenture Ltd. (ACN-N)

More and more people are moving to the Cloud and not knowing how to do it. Production for this company is helping companies do it. That will grow, grow and grow in his view. Has a huge cash horde, and are very good at integrating acquisitions. Sees it in the $150-$160 range in a year. Dividend yield of 1.8%. (Analysts’ price target is $138.)

other services
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $138.010
Owned: Yes

2017-05-24

TOP PICK
Altagas Ltd (ALA-T)

(ALA.R-T Subscription Receipts. 9/4/18.) This is part of a financing that was done in February in a deal to acquired WGL for $8.5 billion. This is scheduled to close in 2018, and subscription receipts are a way to play that. Should the deal fall apart, you get your money back. He looks at this as a “no lose” as you get close to 7% to wait.

oil/gas
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $30.590
Owned: Yes

2017-09-20

TOP PICK
Altagas Ltd (ALA-T)

Subscription Receipts. They did a big deal with the WGL in Washington, and there is a bit of pressure there, but positive and the fact that you get your $31 back if the deal doesn’t work, and a 7% monthly income to wait. Dividend yield of 7.3%. (Analysts’ price target is $33.)

oil/gas
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $28.210
Owned: Yes

2017-03-16

TOP PICK
AltaGas Ltd (ALA.R-T)

The company has just issued these Subscription Receipts for stocks, for a US acquisition they plan to do that should close in the 2nd quarter of 2018. There are a few worries where they have a big chunk of debt and some worries on the utility side. In his view, the debt levels will go down. If the deal doesn’t go through, the subscription receipt holders get their money back. This is trading at about $1 less then the common shares. Dividend yield of 7.1%.

Energy
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $29.740
Owned: Yes

2016-11-17

TOP PICK
Amazon.com (AMZN-Q)

No Dividend.  Cloud computing is a strong grower.  The Alexa device will allow you to yell at it that you need something and it will be delivered in one day.  The web services are a huge growth engine.  (Analysts’ target:  $940.37)

specialty stores
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $756.400
Owned: Yes

2016-01-13

TOP PICK
Automotive Properties Real Estate Investment Trust (APR.UN-T)

Owns about 26 car dealerships in Canada. Have moved the land under some of those dealerships into this REIT. The land is on triple net leases, meaning the car dealership, not the REIT, pays the taxes, maintenance and utilities, and the REIT gets the income from that. Leases are 11 years at a minimum with an annual 1.5% rent escalator. Their debt to interest payments is around 3.5%, and the majority of their debt does not come due until after 2020. Dividend yield of 8.96%.

REAL ESTATE
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $9.000
Owned: Yes

2015-01-19

TOP PICK
BCE Inc. (BCE-T)

Reached another all-time high today. This is moving more towards content. Made the Astral Media acquisition which is a move towards mobile, and that will increase the wireless data. A defensive name for a potentially volatile market. Yield of 4.33%.

telephone utilities
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $57.050
Owned: Yes

2016-08-23

TOP PICK
Celgene Corp (CELG-Q)

A biotechnology company that is primarily focused on cancer research. They take positions in companies, watch them do the R&D, and then they capitalize further. They’ve made 2 acquisitions, one in the MS space. They have a based strip cancer drug and then little bolt on drugs that combine with the based for changes in chemotherapy treatments.

Consumer Products
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $114.010
Owned: Yes

2016-01-13

TOP PICK
Cerner Corp. (CERN-Q)

This is on the technology side, so he looks at it as the best of both worlds in technology and healthcare. There are government mandates in the US requiring companies and hospitals to adopt technology like this, in order to digitize records with more automation on payments and reimbursements, going from a fee from service to a fee for value. 14% revenue growth and 22% earnings growth annually over the past 10 years.

medical services
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $58.330
Owned: Yes

2016-04-05

TOP PICK
Cerner Corp. (CERN-Q)

This is a technology company in the healthcare space. They are in the digitization of electronic health records. The US has mandated that they have to move from paper to electronic and the whole procedure can be complicated, but this company does it all.

medical services
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $54.030
Owned: Yes

2016-08-23

TOP PICK
Cerner Corp. (CERN-Q)

Their premise is basically digitizing health records. Demographically that is a good place to be. There are lots of doctors’ records that are either handwritten or digital in a format that is not compatible with others. There is a US law that says that by this year you have to have this and next year you have to have that, etc. It is a forced conversion to electronic data management and records. They’ve generated about 15% revenue growth and 20% earnings growth consistently. Over the past year they’ve moved from a one-time revenue recognition model to a subscription type model, and the stock really came off. It is now started to come back.

medical services
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $64.600
Owned: Yes

2013-05-13

TOP PICK
Crescent Point Energy Corp (CPG-T)

Experienced management team. Dividend above 7% They made a purchase in Utah that he feels will be  good growth for them.

oil/gas
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $38.110
Owned: Yes

2013-08-21

TOP PICK
Cisco (CSCO-Q)

Basically the pipeline provider of web and infrastructure. Internet will grow more so on the mobile side and will need more backbone to fulfill faster speeds and more demand. This company provides that equipment. Strong management. Good dividend of 2.79%.

electrical/electronic
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.

Price: $24.070
Owned: Yes

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