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
2016-04-29 TOP PICK Performance-Sports-Group
PSG-T
Don Lato

This just took a major haircut. Has never seen a stock fall so precipitously in one day, and yet still not be concerned about bankruptcy. Had announced the currency exchange was going to hurt them in the quarter, but that has gotten better. Also, announced they were going to take a write off on a receivable to Sports Authority which had declared Chapter 11. They are far from any breach of their debt covenants, and are still generating a ton of cash. A very well-managed company.

Price:
$4.570
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-29 TOP PICK Tourmaline-Oil-Corp
TOU-T
Don Lato

(A Top Pick May 4/15. Down 32.12%.) You don’t have to look any further than the price of gas, versus a year ago to see why it is down. It has grown tremendously over the past year. Very, very well-managed company. Has been busy enhancing its infrastructure to position for the eventual recovery in natural gas.

Price:
$28.670
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-29 TOP PICK Walgreen-Boots-Alliance
WBA-Q
Don Lato

This has been as high as $97 last summer when the market peaked, and is now down around $80. Good financial operators and have made several very strategic acquisitions. Trading at around 15-16 times earnings. Lower than the market multiple, yet better growth potential. Well positioned to continue benefiting from the aging population’s healthcare needs. Dividend yield of 1.83%.

Price:
$78.760
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-28 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Bruce Campbell (1)

This has been as high as $61. It is a consolidator. They have been a beneficiary of energy, because Imperial, Shell and Europe have been selling their gas stations. Thinks they have suffered from being a source of funds for people to buy oil stocks, because they have been a kind of reverse indicator. It is back under 20X earnings for the 1st time in a while. Management is really good. Dividend yield of 0.50%.

Price:
$53.910
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-28 TOP PICK Airboss-of-America
BOS-T
Michael Smedley

This is a buy now because it is down at $15, which is extraordinarily run down.  It is a North American leader in their products. 

Price:
$15.470
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-28 TOP PICK Cardinal-Energy-Ltd
CJ-T
Bruce Campbell (1)

A very low beta way to have energy. A Western Canadian oil producer with low decline. They are 60% hedged this year and 35% next. Good balance sheet. If he is wrong and oil goes down to $30, this will go down, but not as much as others. Dividend yield of 4.57%.

Price:
$9.190
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-28 TOP PICK First-National-Financial
FN-T
Michael Smedley

He hopes there will be a cheaper entry point.  The company is brilliant because they are the top of their class in mortgage broking.  They are above all the other banks.  TD-T sends them their external mortgage broking business.

Price:
$27.150
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-28 TOP PICK Manulife-Financial
MFC-T
Bruce Campbell (1)

This has pulled back, a lot like US banks. Lifecos are all exposed to interest rates, and get squeezed when rates don’t go up. This has a lot of growth in Asia that is kind of non-interest rate exposed. They also have John Hancock in the US. He is showing 9X earnings and a discount to Book forward, which is as cheap as these things get. It will go back to $21-$22. Dividend yield of 4.03%.

Price:
$18.380
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-28 TOP PICK Pretium-Resources
PVG-T
Michael Smedley

He has held it for a long time.  This week it had fabulous grades.  It will be into production towards the end of next year. 

Price:
$9.830
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-27 TOP PICK AutoCanada-Inc.
ACQ-T
Mike S. Newton, CIM FCSI

If you were to chart out oil prices against this name, you would see quite a bit of a correlation, because this is looked at as being a Western company. Thinks this is all baked into the price. Dividend yield of 4.69%, and the balance sheet is sufficient enough to cover that in the near term.

Price:
$21.330
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-04-27 TOP PICK Adobe-Systems
ADBE-Q
Mike S. Newton, CIM FCSI

An interesting discovery for him when he was looking for low volatility names. What attracted him was that they completely changed the way they distributed their business as a subscription model. This makes it much more affordable for smaller businesses and individuals, and also makes strides to eliminate the potential for pirated and illegal copies. Their most recent earnings were really surprisingly good, and the adoption rate was a very, very high.

Price:
$95.640
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-04-27 TOP PICK Comcast-Corp
CMCSA-Q
Mike S. Newton, CIM FCSI

Had great earnings last night and the stock popped. They continue to deliver incredibly good growth rates. The Universal Pictures division has a great slate of movies coming up. Has low volatility combined with a pretty good dividend of 1.79%. There was news that they might be trying to acquire DreamWorks for $3 billion, about 2% of Comcast’s market cap.

Price:
$61.300
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-04-27 TOP PICK Diversified-Royalty-Corp.
DIV-T
Fabrice Taylor

Owns Mr. Lube, Sutton Realty and Fran Works a restaurant group. Fran Works is heavily concentrated in Alberta, so sales are weak. It has driven the stock price down creating a 10% dividend yield. If oil prices continue to improve, even slowly, sentiment will improve. If investors in one year decide that they’ll accept an 8% dividend yield from the stock and the dividend doesn’t change, you are looking at a 35% upside. 10% on the yield and 25% on the stock. They are diversifying away from these 3 royalties. Dividend yield of 9.51%, and he would recommend the DRIP.

Price:
$2.300
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-27 TOP PICK Fitbit-Inc
FIT-N
Fabrice Taylor

A very, very interesting product. Fitness and wearables is a big thing. Trading at about 12X forward earnings. Not a low risk proposition, but they are making money and have $3 a share in cash. An interesting speculation.

Price:
$17.880
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-27 TOP PICK Helius-Medical-Technologies
HSM-T
Fabrice Taylor

Makes a medical device called the PONS, which appears to dramatically improve the results of therapy for people with brain injuries. They are in an FDA 3rd round right now. Results will probably be out in Q3. If results are positive, the stock will multiply, if not the stock is going to get crushed.

Price:
$1.580
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 22,346 entries
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