Stockchase Recent Top Picks RSS Recent Top Picks by Experts en Pretium Resources (PVG-T) <p>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.<em> (Analysts&rsquo; price target is $19.00.)</em></p> Fri, 17 Nov 2017 00:00:00 -0800 Hudson Bay Co. (HBC-T) <p>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%. <em>(Analysts&rsquo; price target is $13.75.)</em></p> Fri, 17 Nov 2017 00:00:00 -0800 Bombardier Inc (B) (BBD.B-T) <p>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. <em>(Analysts&rsquo; price target is $3.50.)</em></p> Fri, 17 Nov 2017 00:00:00 -0800 iShares Nasdaq BioTech ETF (IBB-Q) <p>When looking at sector rotation, biotech technology to a certain degree, is sort of in the middle. The strong rotation we&rsquo;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.</p> Fri, 17 Nov 2017 00:00:00 -0800 Altagas Ltd (ALA-T) <p>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%. <em>(Analysts&rsquo; price target is $33.50.)</em></p> Fri, 17 Nov 2017 00:00:00 -0800 iShares S&P/TSX Gb Base Metals (XBM-T) <p>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.</p> Fri, 17 Nov 2017 00:00:00 -0800 Freehold Royalties (FRU-T) <p>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. <em>(Analysts&rsquo; price target is $17.75.)</em></p> Thu, 16 Nov 2017 00:00:00 -0800 Anthem Inc (ANTM-N) <p>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%. <em>(Analysts&rsquo; price target is $226.)</em></p> Thu, 16 Nov 2017 00:00:00 -0800 Microsoft (MSFT-Q) <p>He likes companies that produce a lot of free cash flow, because it generates a lot of shareholder wealth. This is the world&rsquo;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&rsquo;ve accelerated their web business. Dividend yield of 2%. <em>(Analysts&rsquo; price target is $92.)</em></p> Thu, 16 Nov 2017 00:00:00 -0800 Rocky Mountain Dealerships (RME-T) <p>They had trouble a few years ago and sorted them out.&nbsp; They have a dividend as well.&nbsp; The industry is solid and stable and the company has turned around, solving their problems.&nbsp; He thinks there is upside to come.&nbsp; <em>(Analysts&rsquo; target: $14.00).</em></p> Thu, 16 Nov 2017 00:00:00 -0800 goeasy (GSY-T) <p>Leasing furniture and sub-prime lending it is more economically sensitive than a bank.&nbsp; They just raised a large amount of money.&nbsp; Whenever they make a loan they grow their earnings.&nbsp; Their loan book should grow and so should their earnings.&nbsp; A very well run company and a cheap stock at 11 times earrings.&nbsp; You might get a larger multiple.&nbsp;<em> (Analysts&rsquo; target: $39.00).</em></p> Thu, 16 Nov 2017 00:00:00 -0800 Canwel Building Materials Ltd. (CWX-T) <p>The CEO is superb.&nbsp; They are making some acquisitions in the US in hot markets.&nbsp; He likes the outlook.&nbsp; It is a place to park some money.&nbsp; Not a bad investment and dividend in a toppy market.&nbsp; There is commodity risk and weather risk in it, however.<em>&nbsp; (Analysts&rsquo; target: $7.50).</em></p> Thu, 16 Nov 2017 00:00:00 -0800