stockchase picture

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

Recent Top Picks

Date Signal Company Expert Opinion Price
2016-02-11 TOP PICK Bank-of-America
BAC-N
Paul Harris, CFA

(A Top Pick Jan 29/15. Down 26.79%.) A cheap stock, and they own 10% of the deposits in the US. Great retail franchise. In the top 3 globally in investment banking. Also, have a great credit card business and wealth management business. Trading below tangible BV. Dividend yield of 1.79%.

Price:
$11.980
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-02-11 TOP PICK BCE-Inc.
BCE-T
Kash Pashootan

You want names with a low beta, which is .4 in this case.  He likes the fiber expansion.  It will boost earnings.  He likes the HBO acquisition.  They will stream current seasons over mobile devices.

Price:
$57.670
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Yes
2016-02-11 TOP PICK Bayerische-Motoren-Werke-AG
BMW-GR
Paul Harris, CFA

Has a great franchise in China, but people feel China is slowing down, but even if they stabilize, they’ll do very well. European car sales have been much lower than in North America. Their peak was in 2007, and they haven’t reached that yet, where North American car sales have. There is pent-up demand for cars in Europe. Not an expensive stock. Trading at 7X earnings with a 4.3% dividend yield.

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-02-11 TOP PICK Emera-Inc
EMA-T
Kash Pashootan

He has owned it for a couple of years.  You get 4.25% dividend and modest share price appreciation.  Their recent acquisition has grown their footprint in the US significantly, where they can charge higher regulated fees.  6-8% total return and you can sleep at night.

Price:
$45.270
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Yes
2016-02-11 TOP PICK Firstservice-Corp
FSV-T
Paul Harris, CFA

A great little Canadian company with most of their business in the US. They look after gated communities. Not cheap, trading at about 23X earnings. Dividend yield of 1.23% which they plan on increasing. They have very strong market share. Their contracts are longer-term. They are doing small acquisitions all the time in different areas of the US. Good organic and acquisition growth.

Price:
$46.970
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-02-11 TOP PICK ResMed-Inc.
RMD-N
Kash Pashootan

Sleep Apnea.  It is quite prevalent – 25% of the population have it.  2.12% dividend.  It is the leader to provide the devices. 

Price:
$57.740
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Yes
2016-02-10 TOP PICK Apple
AAPL-Q
John O'Connell, CFA

A great company and the largest company in the world. People are questioning how they can possibly do any better than they have. There are probably around 600 million iPhones out there, about 2 million 6’s, which means there is about 4 million odd 3’s, 4’s and 5’s. If you upgrade 50% of those every 2-2.5 years, that is 100 million of demand from just upgrades, taking out growth in the marketplace and China, which is growing by leaps and bounds. They are just getting involved in India. Trading at 10X earnings.

Price:
$94.270
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-10 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Swanzy Quarshie

She picked this, not only because she thinks oil prices are going to go up, but the business has not been impaired like others in this environment. You want to be exposed to a company that is not going to fall apart, but also has an upside opportunity. Operationally things are going great for them. Decline rates in production are slowly coming down, which means they have to spend less capital. Dividend yield of 8.66%, but wouldn’t be surprised if they cut this again.

Price:
$13.660
Subject:
OIL & GAS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2016-02-10 TOP PICK Walt-Disney
DIS-N
John O'Connell, CFA

(A Top Pick March 10/15. Down 12.76%.) Just bought more today. A wonderful company. It has Star Wars and there are going to be more Star Wars. Being criticized by analysts who have never run a company themselves.  Bob Iger bought the Lucas Film franchise for $4 billion, and the 1st movie he put out generated $1.5 billion in profit.  This is the most sophisticated company in the media business in the world. It is not just about ESPN or Star Wars. Theme park business revenues were up 15% this last quarter. Their theme parks in China are opening up. Their movie business is hugely profitable.

Price:
$88.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-10 TOP PICK Facebook
FB-Q
John O'Connell, CFA

In many respects they have a better mouse trap from an advertising perspective than what Google does. Management is fearless and clearly a visionary. Strong balance sheet and rapid, rapid growth. Trading at 30X earnings, so it is a little bit rich, but they are knocking the ball out of the park. Thinks it could be the largest company in the world in a couple of years.

Price:
$101.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-10 TOP PICK Gibson-Energy
GEI-T
Swanzy Quarshie

Big transporter and storer of oil. Has traded a lot with commodity prices, which is a little unjustified. Valuation wise it looks really compelling versus its peers. Have spent a lot of money on terminals and pipelines to gather oil in the heart of Edmonton for shipment. This should improve their cash flow profile. Has a lot of “take or pay” contracts which provides a lot of help. Dividend yield of 8.55%.

Price:
$14.910
Subject:
OIL & GAS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2016-02-10 TOP PICK Vermilion-Energy-Inc
VET-T
Swanzy Quarshie

They have not impaired their balance sheet with what is going on in oil prices. This does really nicely for higher oil and gas prices, and the company will do quite well in that environment. Also, thinks its business has been proven. There is going to be a lot of free cash flow generated from its current project offshore Ireland. Have already drilled the well and just have to turn the taps on and wait for the money to come in. Great management team. Dividend yield of 7.85%.

Price:
$32.460
Subject:
OIL & GAS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2016-02-09 TOP PICK Cineplex-Inc
CGX-T
Christine Poole

Just reported and they were good numbers. A good slate of movies has helped traffic. Very good operators. They are always able to improve their revenue spend per patron. Have been able to increase their concession spend. They are trying to diversify their revenue base by getting into online gaming. Dividend yield of 3.2%.

Price:
$48.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 TOP PICK Enbridge
ENB-T
Andy Nasr

You don’t buy this if you worry about oil going to $25, because the stock would get weaker. He always makes sure that he has a long-term time horizon in mind when looking at these companies. Doesn’t think $25 oil is sustainable over a 5-10 year time horizon. They have capital requirements they are going to have to fund at some point. There is speculation they may come to the market with an equity issue. Even if they don’t get the money, given their vast presence in North America and oil distribution, you can rely on the cash flow. Dividend yield of 4.77%.

Price:
$44.770
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
2016-02-09 TOP PICK Gildan-Activewear-Inc.
GIL-T
Andy Nasr

This has sold off a lot since the beginning of the year. They report in a couple of weeks and thinks the numbers are going to be a little bit light. You are looking at about $1.70 for next year, however in a few years you could see earnings approach $2.50 US. Substantial earnings growth because they are investing heavily in new capacity. Have dominant market share in the areas they are in, and that should increase, especially as they penetrate the retail market. Can see this growing 15%-20% in the next few years. Dividend yield of 1.11%.

Price:
$31.550
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 22,051 entries
<< < 1 2 3 4 5 > >>