stockchase picture

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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-07-03 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Bruce Campbell (2)

This is really a cash flow machine. Have been growing cash flow and earnings at a phenomenal rate for the last 5 years. Earnings have grown at almost 30% compounded per year. They just keep building up cash and then going out and make an acquisition. Have really freed up their balance sheet in the last little while. After they made a pantry acquisition they have been paying down some of their debt, and he wouldn’t be surprised if they made another acquisition fairly soon. Every time they make an acquisition, the market always doubts what they have done, but turns out better than what has been expected. Dividend yield of 0.33%.

Price:
$53.800
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-03 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Mike S. Newton, CIM FCSI

Second largest convenience store operator. They continue to just keep delivering solid results. They digested the Pantry acquisition in the US and we’ll see how that is going on when they report on July 14. Dividend yield of 0.33%.

Price:
$53.800
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-03 TOP PICK Carmanah-Technologies
CMH-T
Bruce Campbell (2)

They provide different solar products in a number of different areas. A couple of years ago they had a business that wasn’t really doing so well operationally and they brought in a new management team, which had almost an immediate effect on turning the business around. Not only have they turned the business around, but they are making acquisitions. He thinks the wind is at their back for their products. Solar products have come down a lot in costs to the point where a lot of them are really comparable to what people would do in other situations. A good example would be a parking lot where you would normally string up lights that would be attached to the grid, but now they can make a solar parking lot and everything is off grid. Management owns about 45% of the stock.

Price:
$7.040
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-03 TOP PICK DIRTT-Environmental-Solutions
DRT-T
Bruce Campbell (2)

A technology driven manufacturing technology company that makes customized interiors. This is just at the very beginning of the company taking off. They are building interiors and are in new areas. The 2 new areas are healthcare and the residential market. This is a company where you will see lots of room for them to grow over the next few years. Stock price has pulled back a fair bit, so it really presents a nice opportunity for investors. The numbers tend to be fairly lumpy, so they will have a great quarter followed by a quarter that is not so strong. Expects you will see their 2nd quarter come out. It won’t be as strong as the 1st, but the 3rd and 4th will be fairly strong.

Price:
$6.860
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2015-07-03 TOP PICK iShares-US-Healthcare-E.T.F.
IYH-N
Mike S. Newton, CIM FCSI

A sleeping giant that he has had in his portfolio for a long time. He recommends that you read Byron Wien’s piece about innovation, biotech, healthcare. This ETF has great holdings. 40% exposure to pharmaceuticals, 25% exposure to the biotech sector, a well-rounded portfolio of names. In the past, these names have been thought of as a defensive kind of positioning, but feels they have slowly moved into the growthy areas of the markets, with huge innovations in medical and biotech. In a rising rate environment, if you are looking for something that is defensive but participates with a bit of growth, this might be a really attractive place to hide out.

Price:
$159.490
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-03 TOP PICK Constellation-Brands-Inc
STZ-N
Mike S. Newton, CIM FCSI

Reported earnings on July 1 which were phenomenal. They continue to reap the benefits of their acquisition of Crown Import. A great global name. They are still making a lot of money in the beer sales, which is their real growth. Dividend yield of 1.06%.

Price:
$117.090
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-02 TOP PICK Walt-Disney
DIS-N
Andy Nasr

The valuation is very well supported by the earnings growth, which should go up by about 40% during the next 3 years. You are also going to get some very healthy dividend growth. Dividend yield of 1.15%.

Price:
$114.970
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-02 TOP PICK EnerCare-Inc
ECI-T
Andy Nasr

The recent pullback is a great buying opportunity. Good management. Did a large acquisition recently and are going to benefit from the synergies of that. You should also see growth in the underlying business as attrition windows down. Dividend yield of 6.25%.

Price:
$13.440
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-02 TOP PICK Equitable-Group
EQB-T
David Baskin

Mortgage lending to those without a T4 slip like contractors and the self-employed.  It is a prudent lender.  Loan losses are minimal as they have great credit judgment.  8 times earnings and pretty good growth rate.  The dividend is half of the banks, however.

Price:
$62.500
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-07-02 TOP PICK Precision-Castparts-Corp.
PCP-N
David Baskin

They make primarily parts for airplanes.  Boeing recently ran down their inventory.  The stock is down 16% year to date.  16 times earnings.  This is a real premier industrial company and is a bargain.  Low yield, but he thinks there is potential for an increase as well as stock buy backs.  Sees it in the $250 range when oil recovers.

Price:
$199.050
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-07-02 TOP PICK TransForce-Inc.
TFI-T
David Baskin

Mostly East West business, but some North South.  It was sold off because of Alberta and a lack of pickup in manufacturing in Ontario.  They acquired a number of companies and have become the premier trucking company in Canada.  It is cheap, down about 14% and you can buy it while it is down.

Price:
$25.680
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2015-07-02 TOP PICK Vornado-Realty-Trust
VNO-N
Andy Nasr

Very high quality office portfolio. They have properties in California and New York, which is an undersupplied market. You are going to see the combination of rent growth and occupancy growth really contributing to the dividend increasing over time. They have a very strong balance sheet. Dividend yield of 2.62%.

Price:
$96.270
Subject:
NORTH AMERICAN DIVIDEND & REITs
Bias:
OPTIMISTIC
Owned:
Yes
2015-06-30 TOP PICK CRH-Medical-Corp.
CRH-T
Jason Donville

This is the medical stock that he is the most comfortable with as being a long-term compounder. They do colonoscopy clinics for early detection of cancer. Based in Vancouver. Good management team. Only trading at about 10 or 11 times 2016 earnings. 35% ROE.

Price:
$4.740
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2015-06-30 TOP PICK Constellation-Software-Inc.
CSU-T
Jason Donville

(A Top Pick June 19/14. Up 100.22%.) Currently this is correcting with the rest of the market. A fabulous business model and an extremely competent/astute management team. It has had a big correction, so you are getting in at about $500. They are raising debt right now, presumably to make some acquisitions. They are really smart allocators.

Price:
$495.860
Subject:
GROWTH STOCKS
Bias:
UNKNOWN
Owned:
Yes
2015-06-30 TOP PICK Hudson-Bay-Co.
HBC-T
Michael Smedley

This is flying high on its retail sales. Richard Baker is an extremely clever property/retail store man in the US. Has remade this company as a flagship of a new kind, which has just bought into Germany in competition with an Austriatn buyer. Dividend yield of 0.72%.

Price:
$27.750
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 21,133 entries
First Previous 1 2 3 4 5 Next Last