stockchase picture

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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-04-17 TOP PICK Knight-Therapeutics
GUD-X
Jeff Parent B. Eng. FCSI

Got hit today because they are issuing warrants. Good opportunity to buy in right now. Has a lot of cash. Very interesting fundamental story. Technically it looks very strong as well.

Price:
$6.030
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-17 TOP PICK Paramount-Resources
POU-T
Eric Nuttall

Has a facility coming on stream in 6 months.  This asset will kick off a tremendous amount of free cash flow.  They are in one of the hottest areas in the deep basin in Alberta.  It might get pulled back a little, but he can’t tell you how much momentum is coming from US buyers.  Just because it has been parabolic, that doesn’t mean it has to pull back from here.

Price:
$57.330
Subject:
OIL & GAS
Bias:
BULL on OIL & GAS
Owned:
Yes
2014-04-17 TOP PICK Royal-Bank
RY-T
Jeff Parent B. Eng. FCSI

He is anticipating a pickup in M&A activity with a shift from bonds to stocks. This tends to be very good, especially for a company like this with their large wealth management component. From 2012 to the present, the chart has had a nice uptrend. It was a consolidation level around the $60 and $70 levels, but it is breaking out. Use $70 as a Stop. He can see this going to $80. Yield of 3.87%.

Price:
$73.420
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-17 TOP PICK Tourmaline-Oil-Corp
TOU-T
Eric Nuttall

(Top Pick Apr 17/13, Up 49.31%) Beneficiary of extraordinary success through the drill bit and strength in Canadian Nat Gas pricing.  They are 50% exposed and the rest is hedged.  More cash flow means more money to spend and it will lead to a higher multiple.  Great management team with heavy ownership and the commodity is helping them out now as well.

Price:
$55.470
Subject:
OIL & GAS
Bias:
BULL on OIL & GAS
Owned:
Yes
2014-04-17 TOP PICK Tourmaline-Oil-Corp
TOU-T
Jeff Parent B. Eng. FCSI

Very, very good performance. Set $51 as an exit price. Fundamentally it has a stronger production per share growth than a lot of its peers. Technically it looks very, very strong.

Price:
$55.470
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-17 TOP PICK Whitecap-Resources
WCP-T
Eric Nuttall

One of the most conservative dividend plays in the oil patch.  Just closed an acquisition of assets from Imperial oil.  He really liked it before and now he really, really likes this one.  In 2015 they will spend 85% of their cash flow and grow the dividend.  Yield is 4.93%. 

Price:
$14.080
Subject:
OIL & GAS
Bias:
BULL on OIL & GAS
Owned:
Yes
2014-04-16 TOP PICK Bank-of-Montreal
BMO-T
Jerome Hass

(SHORT) Long Guardian Capital (GCG.A-T) and short Bank of Montréal (BMO-T). (See comments under GCG.A-T.)

Price:
$76.080
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
2014-04-16 TOP PICK Currency-Exchange-Intl.
CXI-T
Jerome Hass

Starting to get a little bit more recognition, but the key catalyst is that they are going to get a bank license at some point, which really opens up their marketing efforts and also helps to bring down their costs so they can buy directly from central banks. The #3 player in Canada and #4 in North America.

Price:
$12.700
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
2014-04-16 TOP PICK Guardian-Capital-Group
GCG.A-T
Jerome Hass

Long Guardian Capital (GCG.A-T) and short Bank of Montréal (BMO-T). In 2001 they sold its mutual fund business to Bank of Montréal in exchange for 5 million shares. Have been sitting on the 5 million shares ever since. These holdings plus some of their other listed holdings, actually comes out to $14.25 at the end of the last quarter. Stock is trading at about $16.60-$16.70 and if you strip out the $14.25, the underlying business is trading at about 3X this year’s earnings, ridiculously cheap. There is also a scarcity of independent asset managers, so one day somebody is going to come and take out this company. He has had this trade on since April 2009.

Price:
$17.200
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
2014-04-16 TOP PICK General-Electric
GE-N
Rick Stuchberry

This is a lagging play. Almost a proxy for the US economy, which hasn’t caught fire yet. With this company, you have finance, industrial, transportation, power, etc. If he is wrong and the market backs off a little bit, this will hold its own with its yield of 3.39%.

Price:
$26.120
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-04-16 TOP PICK Banco-Santander-SA
SAN-N
Rick Stuchberry

This bank did not take any government money through all the bailout in Europe. In the last 5 years, it has been a buyer of other banks. Positioned in Europe at about 40%, 10% in the US, but very big in Brazil and Mexico. Likes the mix between developed and emerging-market exposure. Growth should come as Latin America turns around. Yield of 8.48%.

Price:
$9.800
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-04-16 TOP PICK Starbucks
SBUX-Q
Rick Stuchberry

Doesn’t have as much yield as he likes, but growth is quite phenomenal, especially in Asia. They have really focused on growing in China and India and the demographics are really positive for them there. It continues to reinvent itself. Acquired Teavana because in a lot of the emerging markets, tea is more popular than coffee. Looking out 5 years, this company has the growth that he wants.

Price:
$70.790
Subject:
CANADIAN LARGE & ADRs
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-04-16 TOP PICK Veeva-Systems-Inc
VEEV-N
Jerome Hass

SHORT. A software company in the CRM space and they use, as their building blocks, the large SalesForce.Com (CRM-N). As a condition SalesForce said you can only sell in the healthcare space. They already have 45% market share and there are 3 players in there. Doesn’t know how much more they could grow. Did an IPO 6 months ago. Initial IPO range was $12-$14 and they bumped it up to $20. If they were willing to sell their shares at $12-$14 and they are now at $24, you have to think that there are a lot of people who will be motivated to sell shares. He has been seeing this over the last 4-5 months. Also, their partner and supplier just announced they are going to become a competitor.

Price:
$22.630
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
2014-04-15 TOP PICK Brookfield-Infrastucture-Partners
BIP.UN-T
Keith Richards

This is one where if it breaks down to its trend line, you can buy it. Great management. Infrastructure itself can be a reasonably defensive play. They have a history of raising their dividends. Low beta stock. Yield of 4.93%.

Price:
$43.310
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2014-04-15 TOP PICK CASH
CASH
Keith Richards

For the past 2 years, the market has been kind of volatile usually from around April or May and often troughing or making some kind of the summer bottom between June and September. He is looking to deploy some cash into some cheap stocks over the next few months.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 19,332 entries
First Previous 1 2 3 4 5 Next Last