Recent Top Picks | StockChase
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Compiling comments that experts make about stocks while on public TV.

Recent Top Picks

Date Signal Company Expert Opinion Price
2016-05-24 TOP PICK Broadridge-Financial-Solutions-Inc.
BR-N
Jennifer Radman

This helps financial institutions. When they do investor communications, such as proxy voting or management change, unit voters have to vote, and this company facilitates 90%+ of the proxy voting. There is so much pressure on financial institutions with new regulations coming up. Dividend yield of 1.84%.

Price:
$65.360
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-24 TOP PICK Cisco
CSCO-Q
Jennifer Radman

With this one, you have the valuation on your side. You have had the threat that it should be showing up in the results, but it is not. Have done a very good job of transitioning. They have a fantastic client base and they are asking them what they need to do. There is still a lot of upside based on the valuation. Dividend yield of 3.65%.

Price:
$28.470
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-24 TOP PICK Amdocs
DOX-Q
Jennifer Radman

This company does the back end for a lot of the telco companies and the cable companies. When you had your 1st cell phone, you had minutes, but now you can bundle with half your office plus your grandmother, etc. It is so complicated trying to figure out how much data you are using and what you are getting billed for, and this company puts all that together. AT&T is their big customer. Dividend yield of 1.36%.

Price:
$57.230
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-24 TOP PICK Element-Financial
EFN-T
Andrey Omelchak

Earlier this year they announced plans to separate the company into 2 entities. One is a fleet business and the other is asset management. Thinks we are on the verge of a major re-rating on the back of this split. Both businesses are high quality and will both generate high ROE’s. The company is largely undervalued on the back of this. Dividend yield of 0.65%.

Price:
$15.520
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-05-24 TOP PICK Exco-Technologies
XTC-T
Andrey Omelchak

Specializes in providing different support things for the automobile sector, so are really capitalizing on this uptrend in autos. Well-managed with a top notch management team. They are having a CEO transition, which he is not too concerned about, as the past CEO will become chairman. The stock has been beaten down with the sector, which he feels is premature. Everybody is speculating that new car sales have reached their peak. Even if that is so, this company is trading at extremely attractive valuation multiples. They have quite a bit of revenue coming from outside of North America. Feels they will also have opportunities to deploy excess capital. Has about $30 million in excess capital. Dividend yield of 2.25%.

Price:
$12.540
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-05-24 TOP PICK Yellow-Media-Inc
Y-T
Andrey Omelchak

This has evolved from a Yellow Pages directory into a media company. 62% of their revenues come from their media assets. They are repaying their debt very aggressively and improving their capital structure. They’ve done this in France, and are now doing it in Canada. Trading at very attractive EBITDA multiples.

Price:
$19.220
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-05-20 TOP PICK Barkerville-Gold-Mines
BGM-X
Jaime Carrasco

This is going to become one of Canada’s highest producing gold mines. It is in BC with low political risk. High grade gold and they start production sometime this year.

Price:
$0.485
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-20 TOP PICK Franco-Nevada-Corp
FNV-N
Cameron Hurst

A relatively conservative play on gold. He likes the royalty streaming assets that they do, as opposed to being in the ground and trying to dig it out where you have a lot more risk and volatility. He likes gold right now, based on global negative interest rates. Dividend yield of 1.36%.

Price:
$65.520
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-05-20 TOP PICK Schlumberger-Ltd.
SLB-N
Cameron Hurst

Has sort of warmed up to energy. Thinks this company has got it right for the next cycle. Great cash flow, good operators, good track record. With the Cameron International (CAM-N) acquisition, they’ve got some great levers right now. Essentially they are executing on a very well articulated decade strategy of servicing and providing for the life of a well. Also, have some of the best technology. Dividend yield of 2.69%.

Price:
$74.960
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-05-20 TOP PICK UnitedHealth-Group-Inc
UNH-N
Cameron Hurst

This stock is very consistent. Management has a stated pledge to return 50% of free cash flow and invest with the rest. This is very stable and very predictable. Excellent execution. Consistently high multiple, which he likes. Dividend yield of 1.52%.

Price:
$130.940
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-05-20 TOP PICK Americas-Silver-Corp
USA-T
Jaime Carrasco

Management is the M&A team from America Barrick. Ever since they took over these 3 different mines, the price of silver has always been higher than the cost of production. What kept them alive, and what not many managers would have done, every quarter they would ramp up production more than the decline. They have gone from 500,000 ounces to 5 million ounces equivalent of silver production. This is the 1st quarter where we have the inverse where the price of silver is higher than the cost of production, and that spread will continue to widen. Going forward, clients will be very well rewarded.

Price:
$0.330
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-20 TOP PICK Vermilion-Energy-Inc
VET-T
Jaime Carrasco

When he starts putting money back into a sector, he likes to go into the one that did the best. This one did the best which means money stayed with it. Assets are not just in Canada, but offshore as well, mostly in Europe. They get the higher pricing of Brent. Dividend yield of 6.04%.

Price:
$42.710
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-19 TOP PICK Riken-Leiki
7734-JP
Lorne Steinberg

A global player with pretty good earnings growth and revenue growth.  Number one player in several niche areas.  Trading at 9 times earnings and a steep discount to book value.

Price:
$0.000
Subject:
Deep Value Global Equities
Bias:
BEARISH
Owned:
Yes
2016-05-19 TOP PICK Aegon-N.V.
AEG-N
Lorne Steinberg

70% discount to tangible book value.  6% dividend which they got permission to raise and to buy back shares of.  They are painted by the brush for the US financials.  It has very significant upside over the next couple of years.

Price:
$5.000
Subject:
Deep Value Global Equities
Bias:
BEARISH
Owned:
Yes
2016-05-19 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
Stan Wong

Largest Internet Company globally, specializing in search and advertising. They control 74% of the US Internet search engine market, and nearly 60% of the global search ad revenue. With the YouTube volume growth, increasing mobile ad sales and more cost controls, that should continue to drive the bottom and top lines. Trading pretty cheap at 20X forward earnings. 15% long-term growth rate, gives it a 1.3X PEG, which is pretty good for a large cap technology brand. Added to his position last month in the $705 area. Thinks it can get back up to the $800 level quite easily.

Price:
$715.310
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 22,441 entries
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