Today, we have shortlisted 15 Canadian stocks across sectors which are expected to report higher sales growth for 2014 compared to the last 3-year geometric mean. Moreover, these stocks also offer high ROE weeestimates (>13%). We note that during the past one month, majority of the stocks have registered price gains with daily average trading volumes in excess of 100,000.
| Company Name |
Ticker |
Exchange |
Sector |
Market Cap |
Last Price |
Average Volume |
Price Change (1-Month) |
Sales Growth |
Sales Growth 2014(E) |
ROE 2014(E) |
|
Pason Systems Inc |
PSI |
TSX |
Energy |
2,235.6 |
26.97 |
214,483 |
-4.3% |
17.3% |
22.5% |
30.7% |
|
Vicwest Inc |
VIC |
TSX |
Industrial |
223.2 |
12.66 |
139,674 |
23.9% |
3.4% |
12.6% |
30.0% |
|
Home Capital Group Inc |
HCG |
TSX |
Financial |
3,491.2 |
49.80 |
199,568 |
0.7% |
11.4% |
18.1% |
22.3% |
|
Freehold Royalties Ltd |
FRU |
TSX |
Energy |
1,601.9 |
21.63 |
260,756 |
0.7% |
9.3% |
15.9% |
20.4% |
|
Cequence Energy Ltd |
CQE |
TSX |
Energy |
348.2 |
1.65 |
997,507 |
13.0% |
27.7% |
34.2% |
18.3% |
|
Canacol Energy Ltd |
CNE |
TSX |
Energy |
396.8 |
3.68 |
1,128,365 |
-8.9% |
22.6% |
41.8% |
17.9% |
|
TransForce Inc |
TFI |
TSX |
Industrial |
2,849.8 |
28.64 |
362,964 |
9.2% |
15.8% |
17.4% |
17.5% |
|
AutoCanada Inc |
ACQ |
TSX |
Consumer Discretionary |
1,447.8 |
59.07 |
165,702 |
9.8% |
17.5% |
52.4% |
14.9% |
|
EnerCare Inc |
ECI |
TSX |
Consumer Discretionary |
1,400.3 |
15.24 |
247,321 |
7.1% |
13.0% |
19.2% |
14.9% |
|
Petrowest Corp |
PRW |
TSX |
Energy |
155.8 |
0.88 |
437,075 |
-4.3% |
19.5% |
21.1% |
14.8% |
|
Leisureworld Senior Care Corp |
LW |
TSX |
Healthcare |
508.4 |
14.02 |
102,902 |
4.4% |
18.3% |
29.5% |
14.6% |
|
Russel Metals Inc |
RUS |
TSX |
Basic Materials |
1,914.3 |
31.06 |
249,840 |
-4.0% |
13.5% |
17.4% |
14.0% |
|
Canadian Energy Services & Technology Corp |
CEU |
TSX |
Energy |
2,037.8 |
9.53 |
777,186 |
7.0% |
38.6% |
40.2% |
13.8% |
|
Parkland Fuel Corp |
PKI |
TSX |
Energy |
1,640.5 |
21.57 |
238,956 |
5.7% |
25.1% |
37.8% |
13.1% |
|
Gibson Energy Inc |
GEI |
TSX |
Energy |
3,837.8 |
30.91 |
437,088 |
-2.7% |
23.4% |
32.1% |
13.1% |
Source: Bloomberg
G.M: Geometric Mean
Company Description
Pason Systems Inc (TSX: PSI)
Pason Systems Inc. provides rental oilfield instrumentation systems that are designed and manufactured for use on land-based drilling and service rigs. The company offers both wellsite rental services and Internet data management services.
Vicwest Inc (TSX: VIC)
Vicwest, Inc. manufactures metal roofing, siding, and other metal building products. Through a subsidiary, the company produces steel containment structures for the storage of grain, fertilizer and petroleum products. Vicwest operates in Canada.
Home Capital Group Inc (TSX: HCG)
Home Capital Group Inc. is a holding company operating through its principal subsidiary, Home Trust Company. Home Trust is a federally regulated trust company offering deposit, mortgage lending, and credit card issuing services. Licensed to conduct business across Canada, Home Trust has offices in Ontario, Alberta, and British Columbia.
Freehold Royalties Ltd (TSX: FRU)
Freehold Royalties Ltd. produces oil, natural gas, natural gas liquids and potash. The company operates in western Canada and Ontario.
Cequence Energy Ltd (TSX: CQE)
Cequence Energy Ltd. is an oil and gas exploration and production company.
Canacol Energy Ltd (TSX: CNE)
Canacol Energy Limited is an international junior energy company with production and exploration operations located in South America. The Company’s operations are focused in Colombia, Brazil, and Guyana.
TransForce Inc (TSX: TFI)
TransForce, Inc. offers transportation and logistics services. The company offers less-than-truckload and parcel delivery, fleet management and personnel services, and specialized truckload and truckload delivery services.
AutoCanada Inc (TSX: ACQ)
AutoCanada, Inc. retails automobiles in Canada. The company owns and operates franchised automobile dealerships retailing American, European and Asian automobiles.
EnerCare Inc (TSX: ECI)
EnerCare Inc. owns and rents water heaters to homeowners. The company, through its subsidiaries, also offers water metering contracts in condominiums and apartment suites. EnerCare provides its services throughout Canada.
Petrowest Corp (TSX: PRW)
Petrowest Corp. is an oilfield services company. The company provides pre-drilling and post completion services to the northern region of the Western Canadian Sedimentary Basin.
Leisureworld Senior Care Corp (TSX: LW)
Leisureworld Senior Care Corporation provides licensed long-term care for the elderly in nursing homes, retirement homes, and independent living facilities. The company also provides nurses, healthcare aides, and personal home support workers in patient’s homes throughout Ontario, Canada.
Russel Metals Inc (TSX: RUS)
Russel Metals Inc. distributes steel in North America. The company operates through service center distribution, energy sector distribution, and steel import/export. Russel also processes steel.
Canadian Energy Services & Technology Corp (TSX: CEU)
Canadian Energy Services & Technology Corporation, through subsidiaries, designs and delivers drilling fluid systems used to drill oil and natural gas wells.
Parkland Fuel Corp (TSX: PKI)
Parkland Fuel Corporation markets and distributes gasoline, diesel, propane, lubricants, heating oil and other petroleum products. The company manages a portfolio of supply, transportation and storage options. Parkland Fuel’s consumers are located in Canada and the United States.
Gibson Energy Inc (TSX: GEI)
Gibson Energy Inc. is a North American midstream company. The company operates facilities and infrastructure – injection stations, terminals, pipelines, tank storage and a fleet of truck transportation units. Gibson Energy also provides retail propane service.
