10 Best Canadian Stocks To Buy For 2014

With shares of Macy’s (NYSE:M) trading at around $48.00, is M an OUTPERFORM, WAIT AND SEE or STAY AWAY? Let’s analyze the stock with the relevant sections of our CHEAT SHEET investing framework:

C = Catalyst for the Stock’s Movement

For those who missed the latest earnings report, EPS came in at 55 cents per diluted share on $6.39 billion in revenue. Earnings increased 28 percent year-over-year, which was impressive. Revenue was in line with expectations. And comp sales growth of 3.8 percent, which was slightly below expectations. All that said, the whole expectations game is a little tiresome. It has become a game of cat and mouse. Looking strictly at the numbers, it was a good quarter on a year-over-year basis. Macy’s full-year guidance was reiterated at $3.90-$3.95.

Macy’s has continued to increase market share, which has had a lot to do with the failures of J.C. Penney Company (NYSE:JCP). The only department store giving Macy’s competition is Nordstrom Inc. (NYSE:JWN). Kohl’s Corp. (NYSE:KSS) has been doing okay — it hasn’t been a serious threat.

10 Best Canadian Stocks To Buy For 2014: Canadian National Railway Company(CNI)

Canadian National Railway Company, together with its subsidiaries, engages in the rail and related transportation business in North America. It provides transportation for various goods, including petroleum and chemicals, grain and fertilizers, coal, metals and minerals, forest products, and intermodal and automotive products. The company operates a network of approximately 20,600 route miles of track that spans Canada and mid-America, from the Atlantic and Pacific oceans to the Gulf of Mexico. It serves the ports of Vancouver, Prince Rupert (British Columbia), Montreal, Halifax, New Orleans, and Mobile (Alabama), as well as metropolitan areas of Toronto, Buffalo, Chicago, Detroit, Duluth (Minnesota)/Superior (Wisconsin), Green Bay (Wisconsin), Minneapolis/St. Paul, Memphis, and Jackson (Mississippi), with connections to various points in North America. The company was founded in 1922 and is headquartered in Montreal, Canada.

Advisors’ Opinion:

  • [By GuruFocus]

    These are the top 5 holdings of Bill Gates
     

    Berkshire Hathaway Inc (BRK.B) – 82,039,804 shares, 48.5% of the total portfolio. Shares reduced by 5.74% Coca-Cola Co (KO) – 34,002,000 shares, 7.0% of the total portfolio. McDonald’s Corporation (MCD) – 10,872,500 shares, 5.3% of the total portfolio. Shares added by 10.13% Caterpillar Inc (CAT) – 11,260,857 shares, 5.1% of the total portfolio. Shares added by 4.65% Canadian National Railway Co (CNI) – 17,126,874 shares, 4.9% of the total portfolio.
     

    Added: McDonald’s Corporation (MCD)

  • [By Jim Jubak]

    No one is even remotely close to the 59.8% operating ratio of CN Rail (CNI), the most accomplished railroad in Canada and the United States. From oil and grains, to cars and trucks, it seems like this company ships just about everything. Perhaps that is precisely why Jim Jubak agrees with Gordon Pape’s 2014 Top Stock Pick and predicts that ongoing productivity in 2014 might propel CN Rail stock up another 20%.

  • [By Aaron Levitt]

    The first whistle stop for investors could be Canadian National (CNI). As the owner of the two trains that collided in North Dakota, CNI shares fell pretty hard on the crude-by-rail accident and aftermath. However, Canadian National is the largest operator of railways in Canada, giving it unprecedented access to not only Bakken-based crude-by-rail shipments, but oil sands shipments as well. And that makes it one of the best railroad stocks to consider.

10 Best Canadian Stocks To Buy For 2014: Potomac Electric Power Company(POM)

Pepco Holdings, Inc., through its subsidiaries, engages in the transmission, distribution, and supply of electricity. The company also distributes and supplies natural gas. It distributes electricity to approximately 1.8 million customers in the mid-Atlantic region and delivers natural gas to approximately 123,000 customers in Delaware. In addition, the company involves in the retail supply of electricity and natural gas; provision of energy efficiency services to federal, state, and local government customers; and designs, constructs, and operates combined heat and power and central energy plants, as well as owns and operates two oil-fired generation facilities. Further, it offers high voltage electric construction and maintenance services, low voltage electric construction and maintenance services, and streetlight construction and asset management services to utilities, municipalities, and other customers in the Washington, District of Columbia. Additionally, the company holds investments in eight cross-border energy leases. Pepco Holdings, Inc. was founded in 1896 and is based in Washington, District of Columbia.

Advisors’ Opinion:

  • [By Dan Burrows]

    HCN enjoys a solid portfolio of senior housing, long-term care and medical office facilities, but an acquisition spree has greatly increased costs. Still, that hasn’t hurt the share performance this year. HCN stock is up 9.6% for the year-to-date, beating the broader market by a wide margin.

    #7: Pepco Holdings (POM)

    POM Dividend Yield: 5.51%

  • [By Jake L’Ecuyer]

    Top Headline
    Pepco Holdings (NYSE: POM) reported a 35% rise in its fourth-quarter profit. For the year, Pepco projects earnings of $1.12 to $1.27 per share, versus analysts’ estimates of $1.22 per share. Pepco’s quarterly earnings surged to $58 million, or $0.23 per share, versus a year-ago profit of $43 million, or $0.18 per share. Excluding one –time items, its earnings from continuing operations came in at $0.24 per share. Its total operating revenue climbed 3.3% to $1.09 billion. However, analysts were expecting earnings of $0.21 per share on revenue of $1.11 billion.

  • [By Jake L’Ecuyer]

    Top Headline
    Pepco Holdings (NYSE: POM) reported a 35% rise in its fourth-quarter profit. For the year, Pepco projects earnings of $1.12 to $1.27 per share, versus analysts’ estimates of $1.22 per share. Pepco’s quarterly earnings surged to $58 million, or $0.23 per share, versus a year-ago profit of $43 million, or $0.18 per share. Excluding one –time items, its earnings from continuing operations came in at $0.24 per share. Its total operating revenue climbed 3.3% to $1.09 billion. However, analysts were expecting earnings of $0.21 per share on revenue of $1.11 billion.

10 Best Canadian Stocks To Buy For 2014: Encana Corporation(ECA)

Encana Corporation and its subsidiaries engage in the exploration for, development, production, and marketing of natural gas, oil, and natural gas liquids. The company owns interests in resource plays that primarily include the Greater Sierra, Cutbank Ridge, Bighorn, and Coalbed Methane resource plays located in British Columbia and Alberta, as well as the Deep Panuke natural gas project offshore Nova Scotia in Canada. It also holds interests in resource plays comprising the Jonah in southwest Wyoming, Piceance in northwest Colorado, Haynesville in Louisiana, and Texas resource play, including east Texas and north Texas. The company serves primarily local distribution companies, industrials, energy marketing companies, and other producers. Encana Corporation was founded in 1971 and is headquartered in Calgary, Canada.

Advisors’ Opinion:

  • [By Ben Levisohn]

    Nucor’s (NUE) side-bet on natural gas looks to be a loser, as the steel company called a halt to its natural-gas project with Encana (ECA) today.

  • [By Arjun Sreekumar]

    Encana (NYSE: ECA  ) , Canada’s largest natural gas producer, yesterday announced its eagerly anticipated new strategy to help it become a leaner, more focused energy company.

  • [By Aaron Levitt]

    Realizing the error of its ways — i.e. spinning off its oil division as Cenovus (CVE) in 2009 — EnCana (ECA) has been spending much of the past year reinventing itself as a more balanced energy play rather than a strictly natural gas one. That has meant adding more liquids and shale oil back into its production mix.

10 Best Canadian Stocks To Buy For 2014: Talisman Energy Inc.(TLM)

Talisman Energy Inc., an upstream oil and gas company, engages in the exploration, development, production, transportation, and marketing of crude oil, natural gas, and natural gas liquids. It primarily operates in North America, the North Sea, and southeast Asia. The company was founded in 1925 and is headquartered in Calgary, Canada.

Advisors’ Opinion:

  • [By Jesse Solomon]

    Energy bet may not have paid off: The funds plowed over two billion dollars into Whiting Petroleum (WLL), Valero Energy Corporation (VLO, Fortune 500), Talisman Energy (TLM), and Cameron International (CAM, Fortune 500).

  • [By Arjun Sreekumar]

    In Pennsylvania, for instance, several hundred wells have been drilled but not completed because the takeaway capacity to get their production to market simply isn’t there. Several operators have been forced to drastically reduce their rig counts in the region. For instance, both EXCO Resources (NYSE: XCO  ) and Talisman Energy (NYSE: TLM  ) have just one rig each remaining in the Marcellus.

  • [By Chris Ciovacco]

    Sometimes the most attractive energy assets aren’t found in the ground but listed on the stock exchange. Billionaire businessman Carl Icahn is one investor seeing value in energy companies. The hedge fund manager recently announced his purchase of 60 million shares in the Canadian oil and gas producer, Talisman Energy (TLM). Icahn has built up a nearly 6 percent stake in the Calgary-based energy producer, worth a whopping $300 million. Even though the company has been a perennial underperformer, after Icahn’s tweet, the stock climbed to the highest level in more than a year.

10 Best Canadian Stocks To Buy For 2014: National Retail Properties (NNN)

National Retail Properties, Inc. is a publicly owned equity real estate investment trust. The firm acquires, owns, manages, and develops retail properties in the United States. It provides complete turn-key and built-to-suit development services including market analysis, site selection and acquisition, entitlements, permitting, and construction management. The firm also focuses on purchasing and financing net-leased retail properties. It was formerly known as Commercial Net Lease Realty, Inc. National Retail Properties was founded in August 1984 and is based in Orlando, Florida.

Advisors’ Opinion:

  • [By Dan Burrows]

    Here are the three dependable dividend stocks that are up at least 10% year-to-date, as of Feb. 11:

    Dependable Dividend Stocks: National Retail Properties (NNN)

    Dividend Yield: 4.9%
    YTD Gain: 10%

  • [By Charles Sizemore]

    ARCP has a shorter trading history than some of its peers, such as Realty Income (O) and National Retail Properties (NNN), which largely explains why its yield is higher. As a relatively new REIT, ARCP stock is largely unfollowed by investors. But once its merger with Cole Properties (COLE) is completed, ARCP will be the largest trip-net REIT by market cap and total square footage, and it will no longer be flying under Wall Street’s radar.

  • [By Brad Thomas]

    Finally, here’s the report card. Agree has racked up a year-over-year total return of 43.19%. That’s not bad, especially when you consider the noise generated by the big boys: Realty Income (O) 32.66%; National Retail Properties (NNN) 47.44%; W.P. Carey (WPC) 57.84%; Spirit Realty (SRC) 35.44%; and American Realty Capital Properties 52.18%.

10 Best Canadian Stocks To Buy For 2014: Mad Catz Interactive Inc(MCZ)

Mad Catz Interactive, Inc. designs, manufactures, markets, sells, and distributes accessories for videogame platforms and personal computers (PC), as well as for iPod and other audio devices. Its products include videogame, PC, and audio accessories, such as control pads, video cables, steering wheels, joysticks, memory cards, light guns, flight sticks, dance pads, microphones, car adapters, carry cases, mice, keyboards, and headsets. It markets its products primarily under the Mad Catz, Saitek, Cyborg, Eclipse, Joytech, GameShark, Tritton, and AirDrives brands. The company also develops flight simulation software; operates flight simulation centers under its Saitek brand; operates a videogame content Website under its GameShark brand; publishes games under its Mad Catz brand; and distributes games and videogame products for third parties. It distributes its products through retailers in the United States, Europe, and Canada, as well as in Australia, Japan, Korea, New Zeal and, and Singapore. The company was founded in 1989 and is headquartered in San Diego, California

Advisors’ Opinion:

  • [By Bryan Murphy]

    If the name Mad Catz Interactive, Inc. (NYSEMKT:MCZ) rings a bell, it might be because yours truly penned some bullish thoughts on the video-gaming hardware (joysticks, control pads, headsets, etc.) back on August 20th. Neither MCZ nor my write-up were received as anything partially special at the time – it was just another stock dissected by just another guy, and you may or may not have given it a second thought. The 37% rally in the meantime, however, may garner a little more attention.

10 Best Canadian Stocks To Buy For 2014: NEW GOLD INC.(NGD)

New Gold Inc. engages in the acquisition, exploration, extraction, processing, and reclamation of mineral properties. The company primarily explore for gold, silver, and copper deposits. Its operating properties include the Mesquite gold mine in the United States; the Cerro San Pedro gold-silver mine in Mexico; and the Peak gold-copper mine in Australia. The company also has development projects, including the New Afton gold, silver, and copper project in Canada; and a 30% interest in the El Morro copper-gold project in Chile. The company was formerly known as DRC Resources Corporation and changed its name to New Gold Inc. in June 2005. New Gold Inc. was founded in 1980 and is headquartered in Vancouver, Canada.

Advisors’ Opinion:

  • [By MONEYMORNING]

    New Gold Inc. (NSYEMKT: NGD) completed its takeover of Rainy River Resources back in October. New Gold got 4 million ounces in a good jurisdiction (Ontario) and paid less than book value.

  • [By Ben Levisohn]

    January is nearing an end, and that means one thing: Gold miners will start announcing earnings. New Gold (NGD) will get things started on Feb 6, followed by Kinross Gold (KGC) on Feb. 12 and Goldcorp (GG) and Barrick Gold (ABX) on Feb. 13.

  • [By Ben Levisohn]

    Hamed singles out Goldcorp (GG) and Yamana Gold (AUY) as two companies that have strong production growth, falling costs, declining capital obligations and less debt than competitors. New Gold (NGD), meanwhile, should have the lowest all-on costs in the group at $731 an ounce, but its capital spending is likely to notes, Hamed says. Hamed rates Goldcorp and Yamana Overweight, while New Gold is rated Equal Weight.

  • [By Ben Levisohn]

    Bridges favorite stocks include Goldcorp, Newmont, Eldorado Gold (EGO) and New Gold (NGD).

    Note, however, that these recommendations are all qualified in one way or another. Investors should keep that in mind before going all in on the gold miners.

10 Best Canadian Stocks To Buy For 2014: Airgas Inc.(ARG)

Airgas, Inc., through its subsidiaries, distributes industrial, medical, and specialty gases, as well as hardgoods in the United States. The company offers various gases, including nitrogen, oxygen, argon, helium, and hydrogen; welding and fuel gases, such as acetylene, propylene, and propane; and carbon dioxide, nitrous oxide, ultra high purity grades, special application blends, and process chemicals. Its hardgoods products comprise welding consumables and equipment, safety products, and construction supplies, as well as maintenance, repair, and operating supplies. The company also engages in the rental of gas cylinders, cryogenic liquid containers, bulk storage tanks, tube trailers, and welding and welding related equipment. In addition, the company manufactures and distributes liquid carbon dioxide, dry ice, nitrous oxide, ammonia, refrigerant gases, and atmospheric merchant gases. It serves repair and maintenance, industrial manufacturing, energy and infrastructure co nstruction, medical, petrochemical, food and beverage, retail and wholesale, analytical, utilities, and transportation industries. The company operates an integrated network of approximately 1100 locations, including branches, retail stores, packaged gas fill plants, specialty gas labs, production facilities, and distribution centers. Additionally, it provides retail solutions to retail customers, such as florists, grocers, restaurants and bars, tire and automotive service centers, and others. The company markets its products through multiple sales channels, including branch-based sales representatives, retail stores, strategic customer account programs, telesales, catalogs, e-business, and independent distributors. Airgas, Inc. was founded in 1982 and is based in Radnor, Pennsylvania.

Advisors’ Opinion:

  • [By Monica Gerson]

    Airgas (NYSE: ARG) is expected to report its Q2 earnings at $1.22 per share on revenue of $1.28 billion.

    The Boeing Company (NYSE: BA) is estimated to report its Q3 earnings at $1.55 per share on revenue of $21.68 billion.

10 Best Canadian Stocks To Buy For 2014: Piper Jaffray Companies(PJC)

Piper Jaffray Companies provides investment banking, institutional brokerage, asset management, and related financial services to corporations, private equity groups, public entities, non-profit entities, and institutional investors in the United States, Asia, and Europe. The company raises capital through equity financings; provides advisory services, primarily relating to mergers and acquisitions for its corporate clients; underwrites debt issuances; and offers financial advisory and interest rate risk management services. Its public finance investment banking capabilities focus on state and local governments, as well as healthcare, higher education, housing, hospitality, transportation, and commercial real estate industries, as well as operates in business and financial services, clean technology and renewables, consumer, and industrial growth, as well as media, telecommunications, and technology industries. The company also offers equity and fixed income advisory and t rade execution services for institutional investors, and government and non-profit entities; and is involved in proprietary trading, as well as has equity sales and trading relationships with institutional investors. In addition, it provides asset management services to separately managed accounts, private funds or partnerships, and open-end and closed-end registered investment companies or funds; and offers an array of investment products comprising small and mid-cap value equity, and master limited partnerships focused on the energy industry, as well as fixed income. Further, the company engages in merchant banking activities, which comprises proprietary debt or equity investments in late stage private companies, and investments in private equity and venture capital funds, as well as other firm investments and forfeiture of stock-based compensation. Piper Jaffray Companies was founded in 1895 and is headquartered in Minneapolis, Minnesota.

Advisors’ Opinion:

  • [By Rich Smith]

    Investment banker Piper Jaffray (NYSE: PJC  ) expanded its municipal debt business Wednesday, when it purchased Seattle-Northwest Securities in a transaction valued at approximately $21 million.

  • [By Monica Gerson]

    Piper Jaffray Companies (NYSE: PJC) is expected to report its Q3 earnings at $0.52 per share on revenue of $117.55 million.

    W.W. Grainger (NYSE: GWW) is estimated to report its Q3 earnings at $3.03 per share on revenue of $2.42 billion.

  • [By EXPstocktrader]

    3) Piper Jaffray (PJC): Recent weakness is unwarranted as the landscape for Acthar remains favorable: OVERWEIGHT (BUY) rating and $74 PT

    4) CRT Capital: BUY rating and $79 PT.

10 Best Canadian Stocks To Buy For 2014: Weatherford International Ltd(WFT)

Weatherford International Ltd. provides equipment and services used in the drilling, evaluation, completion, production, and intervention of oil and natural gas wells worldwide. It offers artificial lift systems, which include reciprocating rod lift systems, progressing cavity pumps, gas lift systems, hydraulic lift systems, plunger lift systems, hybrid lift systems, wellhead systems, and multiphase metering systems. The company also provides drilling services, including directional drilling, ?Secure Drilling? services, well testing, drilling-with-casing and drilling-with-liner systems, and surface logging systems; and well construction services, such as tubular running services, cementing products, liner systems, swellable products, solid tubular expandable technologies, and inflatable products and accessories. In addition, it designs and manufactures drilling jars, underreamers, rotating control devices, and other pressure-control equipment used in drilling oil and nat u ral gas wells; and offers a selection of in-house or third-party manufactured equipment for the drilling, completion, and work over of oil and natural gas wells for operators and drilling contractors, as well as a line of completion tools and sand screens. Further, the company provides wireline and evaluation services; and re-entry, fishing, and thru-tubing services, as well as well abandonment and wellbore cleaning services; stimulation and chemicals, including fracturing and coiled tubing technologies, cement services, chemical systems, and drilling fluids; integrated drilling services; and pipeline and specialty services. It serves independent oil and natural gas producing companies. The company was founded in 1972 and is headquartered in Geneva, Switzerland.

Advisors’ Opinion:

  • [By Dimitra DeFotis]

    Adams’ partial list of potential losers:

    BP (BP) : the highest profile potential loser. It owns 19.75% of Russian energy giant Rosneft, which accounted a third of BP’s production in the fourth quarter. Sanctions that inhibit oil and gas flows to Europe, or banking/capital flows, would “hit Rosneft and BP early and hard.” An offset: there could be an uptick in demand for a pipeline 30% owned and operated by BP because it transports Azerbaijan oil through Georgia and Turkey to the Mediterranean — a southern route avoiding Georgia and Ukraine. Chevron (CVX) pipeline investments could be stymied. It also signed a 50-year agreement to explore for and develop oil and gas in western Ukraine, involving up to $10 billion of investment. “A Russian takeover spikes that deal,” Adams says. Oilfield services companies Halliburton (HAL), Baker Hughes (BHI), and Weatherford International (WFT) all do business in Russia that could be prohibited if it is labeled a rogue nation.

    The crisis in Ukraine and Russia’s tactics make U.S. assets look more secure and more valuable: some U.S. refiners that could export fuel, utility holding companies that could export liquefied natural gas, and related pipeline companies could see even more benefits, longer-term,  from the North American fracking and horizontal drilling boom. But approval of the TransCanada (TRP) Keystone XL pipeline is a necessary piece of that equation, Adams writes.

  • [By Canadian Value]

    – Weatherford International (WFT) which is a services company and a direct beneficiary of the boom in horizontal drilling and fracturing in the U.S.

  • [By Traders Reserve]

    Despite the poor operating performance, things are looking up for Weatherford (WFT) – that’s why the selling at the start of the year is so perplexing and likely to attract a private equity or hedge fund manager. Analysts expect profits to grow by 58% next year. At current prices, the stock trades for only 11.5 times 2014 estimated earnings. That’s about as cheap as it gets. An astute big boy manager is going to exploit that valuation metric in very short order. I’d get in before they do.