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Recent Top Picks Table


Signal Opinion Expert

2017-11-17

TOP PICK
Altagas Ltd (ALA-T)

Hoping to close a huge US utility acquisition. Chart shows a bit of base at around $27. The recent earnings report was really good. Raised their dividend which laid the concerns about the acquisition being dilutive. Although not a pure energy play, you are getting exposure to gas, you are going to get exposure to other parts of their business. Expects it could reach $35. Dividend yield of 7.5%. (Analysts’ price target is $33.50.)

oil/gas
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $29.010
Owned: Yes

2017-11-17

TOP PICK
Bombardier Inc (B) (BBD.B-T)

There is an amazing saga of the great bully Boeing (BA-N) trying to crush the situation, but it appears to have reversed on them somewhat. Great technology. Everybody is bored stiff with the delays on this brilliant plane. Now you have the great strength of the Airbus to carry on through. Thinks you are going to see deal after deal on the world stage. (Analysts’ price target is $3.50.)

transportation equip & components
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $3.100
Owned: Yes

2017-11-17

TOP PICK
Hudson Bay Co. (HBC-T)

Richard Baker is regarded as the best man in the ghastly department store sector. Had a meeting about a month ago and it was intriguing to hear him talk. He is very creative, and expected to create more things. Dividend yield of 0.4%. (Analysts’ price target is $13.75.)

department stores
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $11.290
Owned: No

2017-11-17

TOP PICK
iShares Nasdaq BioTech ETF (IBB-Q)

When looking at sector rotation, biotech technology to a certain degree, is sort of in the middle. The strong rotation we’ve seen has been in industrials, energy and financials, but healthcare is sort of in the middle. This is at a good level to step in. Not for the faint of heart.

E.T.F.'s
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $311.210
Owned: Yes

2017-11-17

TOP PICK
Pretium Resources (PVG-T)

One of the greatest recent gold mines in the last year or 2. They have solved all the problems on the West Coast and they are in production. An excellent buy for someone. (Analysts’ price target is $19.00.)

Mining
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $14.060
Owned: No

2017-11-17

TOP PICK
iShares S&P/TSX Gb Base Metals (XBM-T)

If we see rising interest rates, this is going to participate. What strikes him as a technician is that there is a nice bottoming process. If it gets above $13.80, that is pretty substantive. If there was a sustained move above that amount that encapsulates all the action in 2015-2017, he would be looking well into the $20 as a target. There are dwindling supplies, no new mines and all these infrastructure plays. Has a really good tailwind.

E.T.F.'s
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $12.890
Owned: Yes

2017-11-16

TOP PICK
Anthem Inc (ANTM-N)

A free cash flow machine. Have retired 58% of their outstanding shares in the last decade. The #2 managed care organization, health insurer, in the US. Dividend yield of 1.3%. (Analysts’ price target is $226.)

medical services
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $220.890
Owned: Yes

2017-11-16

TOP PICK
Canwel Building Materials Ltd. (CWX-T)

The CEO is superb.  They are making some acquisitions in the US in hot markets.  He likes the outlook.  It is a place to park some money.  Not a bad investment and dividend in a toppy market.  There is commodity risk and weather risk in it, however.  (Analysts’ target: $7.50).

wholesale distributors
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $6.810
Owned: Yes

2017-11-16

TOP PICK
Freehold Royalties (FRU-T)

This operates in the capital-intensive business of oil and gas but, because they are a royalty company, their capital intensive is extremely low. They have the lowest operating cost in the industry. Has a 6% free cash flow yield. Dividend yield of 3.9%, which he expects to be increased again next year. (Analysts’ price target is $17.75.)

oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $15.090
Owned: Yes

2017-11-16

TOP PICK
goeasy (GSY-T)

Leasing furniture and sub-prime lending it is more economically sensitive than a bank.  They just raised a large amount of money.  Whenever they make a loan they grow their earnings.  Their loan book should grow and so should their earnings.  A very well run company and a cheap stock at 11 times earrings.  You might get a larger multiple.  (Analysts’ target: $39.00).

merchandising/lodging
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $33.230
Owned: Yes

2017-11-16

TOP PICK
Microsoft (MSFT-Q)

He likes companies that produce a lot of free cash flow, because it generates a lot of shareholder wealth. This is the world’s largest software company, and they generate increasing streams of revenue and free cash flow. Trades at about a 6% free cash flow yield. Has recently started to accelerate their business as they’ve accelerated their web business. Dividend yield of 2%. (Analysts’ price target is $92.)

computer software/processing
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $83.200
Owned: Yes

2017-11-16

TOP PICK
Rocky Mountain Dealerships (RME-T)

They had trouble a few years ago and sorted them out.  They have a dividend as well.  The industry is solid and stable and the company has turned around, solving their problems.  He thinks there is upside to come.  (Analysts’ target: $14.00).

Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $12.900
Owned: Yes

2017-11-15

TOP PICK
C & J Energy Services (CJ-N)

A US pressure pumper with ancillary services trading at about 4.5X next year’s EBITDA. The frac market in the US is tight, and will remain tight throughout all of next year. These companies will be able to push through more price increases. A good way to gain exposure to US pressure pumpers. (Analysts’ price target is $39.)

Energy Infrastructure, Industrials & Utilities
Eric Nuttall

Portfolio Manager, Sprott Assett Management

Price: $29.350
Owned: Yes

2017-11-15

TOP PICK
Metro Inc (A) (MRU-T)

Produces about 3% free cash flow yield, which translates into $287 million worth of free cash flow over the last 12 months. Trades at 0.9 Enterprise Value to Trailing Sales, versus 6% year-over-year sales growth, so the EV to sales to sales growth is .15 which is a C+ compared to the database. Dividend yield of 1.6%. (Analysts’ price target is $46.)

food stores
Robert McWhirter

President, Selective Asset Management

Price: $41.550
Owned: Yes

2017-11-15

TOP PICK
Rocky Mountain Dealerships (RME-T)

Basically sells and leases agricultural and industrial equipment, particularly in Western Canada. Their next report will be March 2018, and earnings are expected to grow by 69%. 3.7% yield and 35% payout. Dividend yield of 3.7%. (Analysts’ price target is $14.)

Robert McWhirter

President, Selective Asset Management

Price: $12.400
Owned: No

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