Recent Top Picks | StockChase

Recent Top Picks Table


Signal Opinion Expert
TOP PICK
ECN Capital(ECN-T) 

December 15, 2017

Steve Hudson is an entrepreneur who has grown and sold companies before. This is trading below its NAV, and is buying back stock. They had an investor presentation this week basically saying look for the 1st quarter to be pretty exciting in terms of acquisitions. They’ve made some acquisitions and dispositions. Has a great balance sheet. Thinks they will be very, very active. A leasing/finance company with low interest rates in a strong economy, trading below its asset value. A pretty safe bet for the next year. Dividend yield of 1%. (Analysts' price target is $5.00.)

Financial Services

Steve Hudson is an entrepreneur who has grown and sold companies before. This is trading below its NAV, and is buying back stock. They had an investor presentation this week basically saying look for the 1st quarter to be pretty exciting in terms of acquisitions. They’ve made some acquisitions and dispositions. Has a great balance sheet. Thinks they will be very, very active. A leasing/finance company with low interest rates in a strong economy, trading below its asset value. A pretty safe bet for the next year. Dividend yield of 1%. (Analysts' price target is $5.00.)

Financial Services
Peter Hodson

CEO & Head of Research, 5i Research Inc....

PricePrice
$3.850
Owned Owned
No

TOP PICK
Enbridge(ENB-T) 

December 15, 2017

This has been a tax loss selling target. There has been concern over their debt, funding of their dividend growth, whether they would be able to continue to grow at 10%, line 3 regulatory approvals, funding for their projects. Thinks it has gotten oversold and is a bit of a coiled spring. 2018 Line 3 should hit a lot of regulatory milestones. The main line volume outlook should probably clear, and he models a decent growth rate over the next couple of years. Trades at a 9.2% 2019 free cash yield, which is cheap for this. Dividend yield of 5.4%. (Analysts’ Price Target is $60.)

oil/gas pipelines

This has been a tax loss selling target. There has been concern over their debt, funding of their dividend growth, whether they would be able to continue to grow at 10%, line 3 regulatory approvals, funding for their projects. Thinks it has gotten oversold and is a bit of a coiled spring. 2018 Line 3 should hit a lot of regulatory milestones. The main line volume outlook should probably clear, and he models a decent growth rate over the next couple of years. Trades at a 9.2% 2019 free cash yield, which is cheap for this. Dividend yield of 5.4%. (Analysts’ Price Target is $60.)

oil/gas pipelines
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$49.890
Owned Owned
Yes

TOP PICK
Kinaxis Inc(KXS-T) 

December 15, 2017

A software supply chain management company. The stock went from about $90 to about $60 after they lost a customer this year. Investors thought the game was over. One customer came around and they had a good quarter. Business is really, really quite strong now. He likes that they are seating the global market. They get a customer that buys 50 or 60 seats for employees, likes the solution and then comes back and buys more and more. These are multinational corporations with the potential for giant, giant orders as they expand. The company is sitting on $150 million in cash. It's not cheap, but is one of the companies where you have great growth and a great balance sheet with a great management team. (Analysts' price target is $87.50.)

A software supply chain management company. The stock went from about $90 to about $60 after they lost a customer this year. Investors thought the game was over. One customer came around and they had a good quarter. Business is really, really quite strong now. He likes that they are seating the global market. They get a customer that buys 50 or 60 seats for employees, likes the solution and then comes back and buys more and more. These are multinational corporations with the potential for giant, giant orders as they expand. The company is sitting on $150 million in cash. It's not cheap, but is one of the companies where you have great growth and a great balance sheet with a great management team. (Analysts' price target is $87.50.)

0
Peter Hodson

CEO & Head of Research, 5i Research Inc....

PricePrice
$75.210
Owned Owned
No

TOP PICK
Pembina Pipeline Corp(PPL-T) 

December 15, 2017

Just did another accretive deal in the Duvernay. Has a number of tailwinds happening. Their volumes are ramping. They bought Veresen which is integrating and going to be accretive for them. Strong natural gas liquid pricing should help them. Sees them growing earnings at 24%. Not cheap, but is reasonable given the growth and the quality. Dividend yield of 4.8%. (Analysts' price target is $51.50.)

pipelines

Just did another accretive deal in the Duvernay. Has a number of tailwinds happening. Their volumes are ramping. They bought Veresen which is integrating and going to be accretive for them. Strong natural gas liquid pricing should help them. Sees them growing earnings at 24%. Not cheap, but is reasonable given the growth and the quality. Dividend yield of 4.8%. (Analysts' price target is $51.50.)

pipelines
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$44.460
Owned Owned
Yes

TOP PICK
Shopify Inc.(SHOP-T) 

December 15, 2017

Got beat up by the Short sellers, but their business is good. They've never missed a quarter and have almost $1 billion in cash. They are going to be profitable next year, and the earnings are going to grow out about 400%-500% on a per share basis. They are now the dominant player in facilitating online merchants. Has a tie with Amazon (AMZ-Q), which is always risky, because of Amazon's power. The Short thesis was that it was a multilevel marketing company, i.e. if I joined Shopify, and got you to join, I would get paid. That was simply wrong. A US hedge fund just picked up 8% of the company. (Analysts' price target is $151.00.)

Got beat up by the Short sellers, but their business is good. They've never missed a quarter and have almost $1 billion in cash. They are going to be profitable next year, and the earnings are going to grow out about 400%-500% on a per share basis. They are now the dominant player in facilitating online merchants. Has a tie with Amazon (AMZ-Q), which is always risky, because of Amazon's power. The Short thesis was that it was a multilevel marketing company, i.e. if I joined Shopify, and got you to join, I would get paid. That was simply wrong. A US hedge fund just picked up 8% of the company. (Analysts' price target is $151.00.)

0
Peter Hodson

CEO & Head of Research, 5i Research Inc....

PricePrice
$135.200
Owned Owned
No

TOP PICK

Thematically, India has 1.3 billion people, world's largest democracy. 65% of those people are under 35, so they have 800 million of people of consumption driven growth. 7.5% GDP. Business friendly reforms. Infrastructure projects in an under penetrated market. Analysts assume the Indian stock market can grow earnings at 22%.

E.T.F.'s

Thematically, India has 1.3 billion people, world's largest democracy. 65% of those people are under 35, so they have 800 million of people of consumption driven growth. 7.5% GDP. Business friendly reforms. Infrastructure projects in an under penetrated market. Analysts assume the Indian stock market can grow earnings at 22%.

E.T.F.'s
Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$24.420
Owned Owned
Yes

TOP PICK
Allergan PLC.(AGN-N) 

December 14, 2017

They are the maker of Botox.  They have a drug for dry eye syndrome that will come off patent but his analysis of the case for losing all revenue from the drug has them still doing well.  They have a good drug pipeline.  (Analysts’ target: $225.00).

Consumer Products

They are the maker of Botox.  They have a drug for dry eye syndrome that will come off patent but his analysis of the case for losing all revenue from the drug has them still doing well.  They have a good drug pipeline.  (Analysts’ target: $225.00).

Consumer Products
Michael Simpson, CFA

Senior Vice-President, Sentry Investments...

PricePrice
$170.940
Owned Owned
Yes

TOP PICK
Norbord Inc(OSB-T) 

December 14, 2017

Oriented strand board. He’s looking for ways to get a piece of the action in US housing, which still has a decade of catching up to do. Their big problem is getting people who know how to nail a board together. The industry is really short of skilled labour, and there is a shortage of new houses and new construction. A company like this, which produces a product very similar to plywood, is very good. Sees a rising dividend in this. Dividend yield of 5.7%. (Analysts' price target is $50.50.)

household goods

Oriented strand board. He’s looking for ways to get a piece of the action in US housing, which still has a decade of catching up to do. Their big problem is getting people who know how to nail a board together. The industry is really short of skilled labour, and there is a shortage of new houses and new construction. A company like this, which produces a product very similar to plywood, is very good. Sees a rising dividend in this. Dividend yield of 5.7%. (Analysts' price target is $50.50.)

household goods
David Cockfield

Managing Director, Northland Wealth Man...

PricePrice
$42.380
Owned Owned
Yes

TOP PICK
Sun Life Financial Inc(SLF-T) 

December 14, 2017

They have done really well in Asia over the last 5 years.  They have grown it at 30%.  He sees good growth there.  They have done a great job of getting away from capital heavy businesses into capital light businesses.  12 times earnings, good valuation and a very solid company.  (Analysts’ target: $54.00).

insurance

They have done really well in Asia over the last 5 years.  They have grown it at 30%.  He sees good growth there.  They have done a great job of getting away from capital heavy businesses into capital light businesses.  12 times earnings, good valuation and a very solid company.  (Analysts’ target: $54.00).

insurance
Michael Simpson, CFA

Senior Vice-President, Sentry Investments...

PricePrice
$51.750
Owned Owned
Yes

TOP PICK
Stanley Works, The(SWK-N) 

December 14, 2017

They have power tools, fasteners and security divisions, less than 18 times earnings and a good balance sheet.  They invested in Craftsman from Sears.  55% of revenues are from the US and the rest are from outside.  They raised the dividend for 50 years.  (Analysts’ target: $183.00).

misc industrial products

They have power tools, fasteners and security divisions, less than 18 times earnings and a good balance sheet.  They invested in Craftsman from Sears.  55% of revenues are from the US and the rest are from outside.  They raised the dividend for 50 years.  (Analysts’ target: $183.00).

misc industrial products
Michael Simpson, CFA

Senior Vice-President, Sentry Investments...

PricePrice
$164.940
Owned Owned
Yes

TOP PICK
Toronto Dominion(TD-T) 

December 14, 2017

Has been a fan of this bank, particularly with their US expansion, but was disappointed, thinking the US side was not throwing off the kind of returns he originally expected. Recently, the numbers on the Canadian side were indifferent, but very good on the US side. This is a way to buy into the US market. (Analysts' price target is $70.50.)

banks

Has been a fan of this bank, particularly with their US expansion, but was disappointed, thinking the US side was not throwing off the kind of returns he originally expected. Recently, the numbers on the Canadian side were indifferent, but very good on the US side. This is a way to buy into the US market. (Analysts' price target is $70.50.)

banks
David Cockfield

Managing Director, Northland Wealth Man...

PricePrice
$71.700
Owned Owned
Yes

TOP PICK

In the past, he’s tended to focus more on the BMO Low Volatility Cdn Eqty (ZLB-T) on the Canadian side, but it lacks exposure to commodities. If you want exposure to the commodity side, this is one way to do it.

E.T.F.'s

In the past, he’s tended to focus more on the BMO Low Volatility Cdn Eqty (ZLB-T) on the Canadian side, but it lacks exposure to commodities. If you want exposure to the commodity side, this is one way to do it.

E.T.F.'s
David Cockfield

Managing Director, Northland Wealth Man...

PricePrice
$25.480
Owned Owned
Yes

TOP PICK
Alaris Royalty(AD-T) 

December 13, 2017

Invests in a diversified range of private companies in North America. A number of their investee companies ran into problems, and at the same time, they got into a dispute with the CRA. It's been a long work-out with a number of these companies, and a few are still outstanding, but most things are beginning to settle and stabilize. Some of the investments have been renegotiated and are beginning to contribute to cash flow again. The main point is that they are beginning to deploy capital again in a very significant way. This has limited downside, but great potential upside. Dividend yield of 8.6%. (Analysts' price target is $23.)

Financial Services

Invests in a diversified range of private companies in North America. A number of their investee companies ran into problems, and at the same time, they got into a dispute with the CRA. It's been a long work-out with a number of these companies, and a few are still outstanding, but most things are beginning to settle and stabilize. Some of the investments have been renegotiated and are beginning to contribute to cash flow again. The main point is that they are beginning to deploy capital again in a very significant way. This has limited downside, but great potential upside. Dividend yield of 8.6%. (Analysts' price target is $23.)

Financial Services
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$18.990
Owned Owned
Yes

TOP PICK
Comerica Inc(CMA-N) 

December 13, 2017

This is a $70 billion regional bank. Next year, the CCAR limit will rise up to $200 billion, so this bank will not have to go through that very expensive process. Compliance costs for them are coming down if deregulation hits. This is a big beneficiary of lower tax rates. There is improved commercial lending going on in the US and they benefit from that. 90% of their loans our floating rate loans. Dividend yield of 1.4%. (Analysts' price target is $83.)

banks

This is a $70 billion regional bank. Next year, the CCAR limit will rise up to $200 billion, so this bank will not have to go through that very expensive process. Compliance costs for them are coming down if deregulation hits. This is a big beneficiary of lower tax rates. There is improved commercial lending going on in the US and they benefit from that. 90% of their loans our floating rate loans. Dividend yield of 1.4%. (Analysts' price target is $83.)

banks
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$84.810
Owned Owned
Yes

TOP PICK
Hudbay Minerals Inc.(HBM-T) 

December 13, 2017

There’s been a number of base metal companies running a little recently, on the prospect of better copper and zinc markets coming forward, particularly with increasing production globally and demand for these metals. This is very well positioned, but not getting much credit for some of the things they have. Their flagship mine, Constancia, is performing very well. Yield of 0.2%. (Analysts' price target is $12.75.)

precious metals

There’s been a number of base metal companies running a little recently, on the prospect of better copper and zinc markets coming forward, particularly with increasing production globally and demand for these metals. This is very well positioned, but not getting much credit for some of the things they have. Their flagship mine, Constancia, is performing very well. Yield of 0.2%. (Analysts' price target is $12.75.)

precious metals
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$9.700
Owned Owned
Yes

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