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
2017-03-27 TOP PICK Belimo-Holding-AG
BEAN-SW
David Fingold

Intelligent building controls that pay back in 12 months, primarily in actuation in ventilation systems.  They are entering the sensor business.  They control all of their technology, using their own designed chips.  They are essentially a semiconductor company.  30% operating profit margin.  He is one of the top holders of this security.  (Analysts’ target: 3500CHF).

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
SELECTIVE
Owned:
Yes
2017-03-27 TOP PICK Keysight-Technologies-Inc.
KEYS-N
David Fingold

It is the original HP, started in 1939.  All the other pieces of HP have been spun off from this.  It is the original test electronics.   You have a significant increase in defense electronics spending coming.  You have 5G wireless coming.  There is a limited list of companies you can go to as an alternative.  It is a very consolidated industry.  20% operating margin.  (Analysts’ target: $39.00).

Price:
$36.520
Subject:
NORTH AMERICAN/GLOBAL
Bias:
SELECTIVE
Owned:
Yes
2017-03-27 TOP PICK Methanex-Corp
MX-T
Peter Hodson

A 19.5% shareholder is calling for dividend increases and share buybacks.  They spent about $3.5 billion on facilities over the last 3 years.  They control the world market in terms of pricing.  It is very solid.  10 times earnings.  (Analysts’ target: $57.00).

Price:
$59.920
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2017-03-27 TOP PICK Premium-Brands-Holdings-Corp
PBH-T
Peter Hodson

They provide food products to institutions and are expanding.  It is a pure growth story.  Last quarter revenue grew 30%.  25 times earnings, however.  They made solid acquisitions.  Two facilities are coming online over the next 18 months and margins are going to increase.  (Analysts’ target: $81.50).

Price:
$82.410
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2017-03-27 TOP PICK Parker-Hannifin-Corp
PH-N
David Fingold

Leading in pneumatic controls.  Strong margins and a strong record of generating cash flow.  They have 50 to 60 years of dividend growth. It is a relatively consolidated space.  (Analysts’ target: $173.00).

Price:
$155.650
Subject:
NORTH AMERICAN/GLOBAL
Bias:
SELECTIVE
Owned:
Yes
2017-03-27 TOP PICK ZCL-Composites-Inc.
ZCL-T
Peter Hodson

Water tanks and tanks for gas stations.  There is a big replacement cycle going on.  Their dividend went up 50% this quarter and they are paying a special dividend.  (Analysts’ target: $14.00).

Price:
$13.540
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2017-03-24 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Greg Newman

He really likes this name.  Be cautious that higher interest rates in the US will filter to Canada and hurt companies like this a little bit.  They are growing so well.  21% earnings per share growth is his model.  They have a good and improving balance sheet and growth from several sources.  You should continue to own it and use weakness to add to it.  He is forecasting 8% dividend growth every year.  They beat Q4 estimates.  (Analysts’ target: $14.25).

Price:
$12.770
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Yes
2017-03-24 TOP PICK Veresen-Inc
VSN-T
Greg Newman

They are looking at boosting their pipeline capacity by 30%.  They are going to alter their capital structure.  He sees 30% EPS growth.  It will be flat growth this year, however.  It is going to pay you about a 7% dividend to wait until 2019.  Decent balance sheet.  (Analysts’ target: $16.00).

Price:
$14.010
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Yes
2017-03-24 TOP PICK BMO-Equal-Weight-US-Banks-Hedged-to-CAD-ETF
ZUB-T
Greg Newman

It expresses his conviction for the US banks and it is currency hedged.  Over the next 3 to 5 years the US $ is probably over done compared to other currencies.  There will be great growth in this sector.

Price:
$25.310
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Yes
2017-03-23 TOP PICK Badger-Daylighting
BAD-T
Norman Levine

It is not an everyday stock. They use high pressure water to move earth.  They used to be mostly in the energy area and then moved into the utility area.  Recently they moved into the US.  People still treat them as a Canadian energy company, but 2/3rds of their business is from the US and 3/4ths comes from non-energy.  Earnings continue to grow and they raised the divided recently.  (Analysts’ target: $35.00)

Price:
$32.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-23 TOP PICK Fairmount-Santrol-Holdings-Inc.
FMSA-N
Eric Nuttall

With the freak out by the market about the sell-off in oil.  Fracking sand has doubled.  The increase in demand will offset any increase in capacity.  This one has been hit the hardest of the sand producers.  (Analysts’ target: $12.25).

Price:
$6.670
Subject:
ENERGY
Bias:
BULL on OIL
Owned:
Yes
2017-03-23 TOP PICK Parkland-Fuel-Corp
PKI-T
Norman Levine

Big in the gas station business with some wholesale and commercial businesses as well as propane distribution.  They are going to buy CST assets in Eastern Canada.  There is room for a lot more acquisitions.  It has now broken out.  They raise their dividend modestly on a regular basis.  (Analysts’ target: $32.25).

Price:
$28.990
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-23 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Norman Levine

They had problems in the past but now he likes it going forward.  He bought early, but it has worked out for him.  They continue to get lots of contracts.  Most recently it has sold off and is now the cheapest engineering and construction company in North America. This is because they have an inefficient balance sheet.  The market expects them to make a large acquisition and take on lots of debt and that it will hurt them.  He expects them to buy back stock.  An acquisition would be good for them, making the balance sheet more efficient.  It is cheap here.  They still own highway 407 where the value continues to go up and up.  There is not a lot of goodwill built in here.  (Analysts’ target: $64.00).

Price:
$52.440
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-23 TOP PICK Trican-Well-Service-Ltd.
TCW-T
Eric Nuttall

They will now be above the $ billion market cap and it opens up to a lot more buyers and can get index inclusion.  In the US we are talking 25% quarter over quarter price increases.  (Analysts’ target: $6.50).

Price:
$3.660
Subject:
ENERGY
Bias:
BULL on OIL
Owned:
Yes
2017-03-23 TOP PICK WPX-Energy-Inc.
WPX-N
Eric Nuttall

They will grow about 3 times that of a Canadian producer.  He is getting a 40% growth rate, but paying an inline multiple for it.  At $5 billion market cap it has not hit as many radar screens and so is a little bit cheaper.  (Analysts’ target: $18.00).

Price:
$12.060
Subject:
ENERGY
Bias:
BULL on OIL
Owned:
Yes
Showing 1 to 15 of 23,673 entries
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