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
2016-08-26 TOP PICK First-Cash-Financial-Services
FCFS-Q
David Driscoll

These are pawnshops in Mexico and the US. They are more correlated to the price of gold then the GLD ETF has been. They just merged with Cash America and are expanding throughout Mexico, Latin and south America. A lot of upside in terms of geographic growth. Because of the free cash flow, they have been using a lot of their cash to build new stores. Have just introduced a dividend for the first time. Dividend yield of 0.97%.

Price:
$51.350
Subject:
GLOBAL
Bias:
BEARISH
Owned:
Yes
2016-08-26 TOP PICK Novozymes-A-S
NZYMB-DC
David Driscoll

Biotech/specialty chemical company that makes enzymes. Anything for efficiency purposes with better environmental use and lower energy expended. Analysts did not like their 1% drop in sales, but they are doing fine on the food side. Have suffered a lot on the ethanol side because low corn prices have caused the farmers not to be using these enzymes as much. They will be coming out with enzymes that will be used in bio waste, so that landfill sites will not be getting bigger and bigger. Dividend yield of 1.22%.

Price:
$0.000
Subject:
GLOBAL
Bias:
BEARISH
Owned:
Yes
2016-08-26 TOP PICK Paychex
PAYX-Q
David Driscoll

If interest rates were to rise, this is a payroll processor that gets to bank $3.5 billion of other people’s money over the weekend before they remit back to the IRS. For every .25% that interest rates rise, this makes $7.5 million in free money. On top of that, they also provide H&R services, time management, 401K programs as well as health benefit supplements under the Obama program, for all the small and medium-sized businesses. Have been growing at about 5%-6%, and are now starting to grow by 8%-10%, because non-payroll stuff has a greater growth platform. Dividend yield of 3%.

Price:
$60.730
Subject:
GLOBAL
Bias:
BEARISH
Owned:
Yes
2016-08-25 TOP PICK Apple
AAPL-Q
Kash Pashootan

It is a cash cow without innovation.  They will refresh many of their products.  They need to gain traction in emerging markets with their iPhone. 

Price:
$107.570
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-08-25 TOP PICK DineEquity
DIN-N
Kash Pashootan

iHop.  They generate all of their revenue out of the US and now they are going into emerging markets.  They signed some agreements and are opening locations in Mexico.  Yield is 4%.  PE is 12-13. 

Price:
$77.340
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-08-25 TOP PICK Novo-Nordisk
NVO-N
Kash Pashootan

Leader in diabetes in the space.  They have fat margins.  There is a growth potential in emerging markets where diabetes is growing faster. 

Price:
$46.850
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-08-24 TOP PICK CASH
CASH
Keith Richards

Holding about 40% cash, and just buys a high interest savings account thing that pays about 1.3%-1.4%.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Yes
2016-08-24 TOP PICK Hudbay-Minerals-Inc.
HBM-T
Michael Sprung

A lot of the problems that have been there recently have been short term ones. Going forward, he thinks they are going to throw off some solid free cash flow. Have been able to expand their credit facilities lately, so they could be very opportunistic going forward.

Price:
$5.690
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-08-24 TOP PICK HBP-S-and-P-500-Inverse-ETF
HIU-T
Keith Richards

This is effectively a way of raising cash. An “inverse” is the opposite of the market. If you buy a 5% position in an inverse, you have 5% that is not in the market, plus you are offsetting a holding you have, something like General Electric (GE-N). He is not making a bet on the market, he just wants to keep his GE and offset it with an inverse ETF.

Price:
$36.530
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Yes
2016-08-24 TOP PICK Manulife-Financial
MFC-T
Michael Sprung

It has been difficult for them to get a lot of respect lately. They recently got hit with some problems in the long-term care business in the US. There may be some actuarial revaluations going on in the 3rd quarter, so there could be a possible hit in terms of a write down. However, we have a company that is one of the best capitalized in the industry. Any more they don’t just depend on interest margins to earn their money. Expanding very rapidly and making progress in Asia. Dividend yield of 4.24%.

Price:
$17.460
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-08-24 TOP PICK Suncor-Energy-Inc
SU-T
Michael Sprung

This has some of the best assets in Canada. Superb upstream/downstream assets. Very well financed. A strong balance sheet. If any company is positioned to take advantage of the problems inherent in the oil/gas industry, it is this company. Dividend yield of 3.2%.

Price:
$36.310
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-08-24 TOP PICK -PowerShares-S-and-P500-Low-Volatility-ETF
ULV-T
Keith Richards

This owns the 100 lowest volatility stocks in the S&P 500, and then hedges it back to the dollar to make sure you don’t get any negative movement on your ETF due to the Cdn$ going up, or vice versa.

Price:
$32.960
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Yes
2016-08-23 TOP PICK Celgene-Corp
CELG-Q
Zachary Curry

A biotechnology company that is primarily focused on cancer research. They take positions in companies, watch them do the R&D, and then they capitalize further. They’ve made 2 acquisitions, one in the MS space. They have a based strip cancer drug and then little bolt on drugs that combine with the based for changes in chemotherapy treatments.

Price:
$114.010
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-23 TOP PICK Cerner-Corp.
CERN-Q
Zachary Curry

Their premise is basically digitizing health records. Demographically that is a good place to be. There are lots of doctors’ records that are either handwritten or digital in a format that is not compatible with others. There is a US law that says that by this year you have to have this and next year you have to have that, etc. It is a forced conversion to electronic data management and records. They’ve generated about 15% revenue growth and 20% earnings growth consistently. Over the past year they’ve moved from a one-time revenue recognition model to a subscription type model, and the stock really came off. It is now started to come back.

Price:
$64.600
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-23 TOP PICK Firstservice-Corp
FSV-T
James Telfser

The more he gets to know the company, the more he gets to like their story. It is a high recurring revenue model. They do a lot of property management. They are able to bring services together from all over the US, and offer it at a higher margin. They then start to get into other businesses like Sentry Fire, California Closets, and they do some restoration businesses as well. They are taking some of these businesses private, which is quite accretive to the company. The company has a long runway. A very steady type business. Dividend yield of 0.9%.

Price:
$64.150
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 22,823 entries
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