stockchase picture

Compiling comments that experts make about stocks while on public TV.

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-08-28 TOP PICK BB-and-T-Corp.
BBT-N
Darren Sissons

Regional bank, south west US.  Commercial, residential.  Good risk management.  A good story long term.  only 12% above book value.  2.6% dividend.

Price:
$37.180
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-28 TOP PICK BP-PLC
BP-N
Darren Sissons

It was on sale because of the Gulf fiasco.  They started to recover from that, then they sold a major asset and now there is the Ukraine situation.  He thinks it will go higher.  Has an attractive dividend.  It has a substantial exposure to Russia.

Price:
$47.920
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-28 TOP PICK Littelfuse-Inc.
LFUS-Q
Don Lato

This company makes circuit breakers. Not his cheapest in his portfolio at 18-19 times earnings. They serve the automotive and consumer electronics industry. Cars have more and more electronic components and consumers are buying more and more electronics. Yield of 1.09%.

Price:
$91.980
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-28 TOP PICK Parex-Resources-Inc.
PXT-T
Don Lato

Had a little bit of a selloff in the last 6 weeks or so and is down about 10% from its highs. Part of that he thinks is related to the fact that they have called in their convertible debenture. Trading at about 4X cash flow. A Colombian oil/gas play. Had extremely great success in growing their production. Exited 2013 with under 16,000 barrels a day and that number will be 27,000 this year.

Price:
$13.950
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-28 TOP PICK Unilever-PLC
UL-N
Darren Sissons

Outside North America this is what you grow up on.  Emerging markets have slowed and developed markets have recovered.  This is a dividend increasing story.  They buy back shares as well.  3.7% dividend.

Price:
$43.880
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2014-08-28 TOP PICK Walgreen-Co
WAG-N
Don Lato

They decided not to go with the tax inversion and this is now a buying opportunity. Trading at about 16.5X next year’s August earnings. Great franchise with room to grow; particularly now with Alliance that is going to join the fold this fall. Their buying power is going to be enormous. Yield of 2.23%. $71 is very easily attainable.

Price:
$60.470
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-27 TOP PICK Fortis-Inc.
FTS-T
Hap (Robert) Sneddon FCSI

(A Top Pick Sept 18/13. Up 12.23%.) He expects it will come back to the $32.75 range and test a breakout. Really good dividend and an excellent balance sheet. 90% of its business is regulated. He has a $40 target on this one.

Price:
$33.310
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-27 TOP PICK Guestlogix
GXI-T
Bruce Campbell (2)

In the business basically of payment processing. Have a large market share of most of the North American airlines and globally. Every time you use your credit card to buy something on the airlines, they get a tiny piece. Have had 6 quarters in a row of record revenue. They are starting to see the EBITDA drop to the bottom line and we will start to see earnings drop to the bottom line. Street is getting a little uneasy and wants things to happen a little faster. We are going to see a blowout quarter either this quarter or next; it is just a matter of when. This is going to get a valuation bump.

Price:
$1.190
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-08-27 TOP PICK Pine-Cliff-Energy
PNE-X
Bruce Campbell (2)

This company buys assets that are out of favour. Made a number of inexpensive acquisitions in just the last little while and they have been cash flow positive. Their producing properties have a very low decline rate with strong cash flow. Did two big acquisitions in the last 3 months and their pipeline is busier than ever. Strong balance sheet with a strong cash flow to pay down debt.

Price:
$2.010
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-08-27 TOP PICK Pembina-Pipeline-Corp
PPL-T
Hap (Robert) Sneddon FCSI

Reported earnings recently and beat the average consensus by 10%. It is in the right space of energy infrastructure. A quasi-utility. Expecting distributions to rise through 2015. Have $5 billion in secured growth and another $2 million that is expected. Dividend yield of 3.51%.

Price:
$49.610
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-27 TOP PICK Petrowest-Corp
PRW-T
Bruce Campbell (2)

This is really in the hub of the whole LNG oil service, and also the Site C dam project in BC. Management has advised that if they have a part of the Site C project, it would double their business. They provide construction services to the oil patch and have the largest fleet of Yellow Iron, large Caterpillar trucks, graders, etc. Pretty much at full capacity right now and have just made a couple of more acquisitions in the last week. Did a capital raise that was in such demand that it was 2X oversubscribed. Q2 results were slightly ahead of expectations and Q3 should blowout the quarter.

Price:
$1.290
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-08-27 TOP PICK iShares-S-and-P-TSX-Global-Gold
XGD-T
Hap (Robert) Sneddon FCSI

When you are concerned about the big differences between the best people that can execute or a wildcard coming out of the blue, you’re better off buying a basket. Chart is showing higher lows. Chart indicates that there could be a little bit of downside. Looking for a bit of resistance above $13.40, but if it gets above that, he would be inclined to add to that significantly.

Price:
$12.300
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2014-08-26 TOP PICK AgJunction-Inc
AJX-T
Benj Gallander

(A Top Pick Aug 12/13. Down 27.27%.) Not dealing well with the slowdown in the agricultural sector. Revenues went down to 37% over the past year. New management has been very transparent. His Initial Sell Target is $3.49. Even with the drop in revenues, they only lost about $600,000 because they cut a lot of workers from about 270 to 170. They are very, very diligent on expenses.

Price:
$0.730
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2014-08-26 TOP PICK Capstone-Infrastructure
CSE-T
Benj Gallander

Bought this because he thought they would come to an agreement with the Ontario power Authority for their Cardinal cogeneration plant. They got a 20 year agreement, but he still doesn’t know how good it is. It is going to hinder their cash flow. Payout ratio is about 60%, and because of the cash flow drop, it could go over 100%. Increasing things in their Bristol water plant in the UK which is developing well. Management is becoming smarter over time. There are companies being taken over in this field right now and infrastructure is reasonably hot. Initial Sell Target is $8.74. Dividend yield of 6.77%.

Price:
$4.440
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2014-08-26 TOP PICK Cenovus-Energy
CVE-T
Michael Sprung

We are going to see them going from about 270,000 barrels a day to over 300,000 in the next couple of years. They have a target of over 500,000 in 2020-2021. The growth profile is never guaranteed, but they have already identified projects where this could come to light. They have not really participated with the other oil companies in the energy boom. He sees earnings going well over $2-$2.20 in the next year or two. Yield of 3.13%.

Price:
$34.010
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 19,888 entries
First Previous 1 2 3 4 5 Next Last