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
2016-06-24 TOP PICK Airboss-of-America
BOS-T
Ryan Modesto

This does rubber compounding and engineering products. They are producing specialty rubbers and putting them into specialty types of products. Did an acquisition a year ago, a US defence business. Now it is quite cheap. The majority of revenues come from the materials and resources sector, which has been weak in the past. There is a bit of a resurgence and over time the mining and resource companies will start reinvesting their capital, and this will flow through to a company like this. Dividend yield of 1.84%.

Price:
$14.100
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-06-24 TOP PICK Oracle
ORCL-N
Barry Schwartz

Thinks this is doing the Microsoft Playbook, which is growing quickly in the Cloud, and getting more licenses and revenues and annuities instead of selling a one-time package. Thinks the turning point for this company is here. Generating a lot of free cash. Very reasonably valued. Dividend yield of 1.51%.

Price:
$39.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 TOP PICK Premium-Brands-Holdings-Corp
PBH-T
Ryan Modesto

A specialty food, manufacturer and distributor. Within Canada, consumer staples may have 15 companies that are investable. Most of them are large, mature, slow growth type of companies. Specialty foods means they can charge higher margins. You get the feeling management is not trying to build an empire and not growing for the sake of growth, but are making decisions that are in the shareholders’ best interests. Dividend yield of 2.88%.

Price:
$52.700
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-06-24 TOP PICK Priceline.com-Inc.
PCLN-Q
Barry Schwartz

This is getting absolutely decimated today. They get 75% of their revenues from Europe. Their biggest entity is Booking.Com, a wonderful, wonderful company and benefits from the network affect. They have the most hotels and they are smart operators. A beautiful balance sheet that generates gobs of free cash. Unbelievable margins. Anything exposed to Europe right now is getting his head handed to it, but this is a wonderful buying opportunity.

Price:
$1232.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 TOP PICK Saputo-Inc.
SAP-T
Barry Schwartz

A dairy producer; cheese, Nielsen milk, inputs for wholesalers, restaurants as well as branded retail. Still a small fish in a global pond, but there is potential for them to grow bigger and increase its footprint. Management, when they make an acquisition, are able to grow margins and improve everything all around. Generates a lot of free cash flow. Likes the potential for them to use their balance sheet to continue to make acquisitions globally. Dividend yield of 1.43%.

Price:
$37.720
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 TOP PICK Exco-Technologies
XTC-T
Ryan Modesto

There is no secret sauce to this one. Just a solid operator, going with value and a bit of growth. A cheap valuation, but within their peer space, they are one of the faster growing companies. Also, have really high insider ownership. This has organic growth, acquisition growth and dividend growth. The payout ratio is low and they have plenty of room to increase the dividend. Dividend yield of 2.3%.

Price:
$12.200
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-06-23 TOP PICK AbbVie-Inc.
ABBV-N
Stan Wong

From a valuation perspective, he likes this a lot. This was a spinoff from Abbott Labs (ABT-N) in 2013. They are more of a research based pharmaceutical global name. Has a really good pipeline with 20 new products and indications coming through in the next few years through 2020. Shares are pretty attractively valued, trading at a forward price earnings multiple of only 12X. Long-term EPS growth rate is only 13%. You also get a 3.7% dividend yield, which is expected to grow at almost double digit over the next few years.

Price:
$61.310
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-06-23 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Brian Acker, CA

The Valeant (VRX-T) fiasco has hit all these stocks. This one has been singled out, but if they can cure hepatitis C, that would be fantastic. He is looking for an upside of 120%. Thinks they are a perfect candidate as a takeover target. Dividend yield of 2.27%.

Price:
$83.370
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2016-06-23 TOP PICK Macys-Inc.--formerly-Federated-Department-Stores-
M-N
Brian Acker, CA

This is bottom fishing. It has had a nice pullback. His model price is $42, a 27% upside. Dividend yield of 4.46%.

Price:
$33.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2016-06-23 TOP PICK Microsoft
MSFT-Q
Stan Wong

This is transforming itself. It has a new CEO who is really focused on growth. They are really focusing on what is the priority in the technology world, which is Cloud computing and mobile technology. A lot of people feel that LinkedIn was expensive, but it helps them expand its presence in the Cloud application space. Trading at 18X forward earnings and has a pretty decent growth rate of 2.8%. They have delivered an annual dividend growth rate of over 17% over the last 5 years. Dividend yield of 2.8%.

Price:
$51.910
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-06-23 TOP PICK Pembina-Pipeline-Corp
PPL-T
Stan Wong

One of the stronger names in the Alberta midstream space. Also, has the best competitive advantages. It provides investors with a pretty conservative strategy to play and participate in the recovery of energy prices. Dividend yield of 4.94%.

Price:
$38.900
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-06-23 TOP PICK Exxon-Mobil
XOM-N
Brian Acker, CA

In his estimation, this is the best run company globally. We are in an earnings recession, but this has the best assets globally. This is the cheapest it has traded going back to 1995. Dividend yield of 3.27%.

Price:
$91.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2016-06-22 TOP PICK Apple
AAPL-Q
Kash Pashootan

At these levels, this is a value play. We have become accustomed to thinking of this as a mega-growth story, but a lot has changed over the last few years. They’ve grown considerably in terms of their market share. When you have grown market share as quickly as they have, you are not really a growth story the way that you used to be, you are much more of a mature business. Feels it has to go through a PR exercise of communicating that to the market. One good way of doing that would be by beefing up the dividend. Dividend yield of 2.36%.

Price:
$95.550
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-22 TOP PICK Amgen-Inc.
AMGN-Q
Paul Macdonald

He owns 3 biotech companies in his portfolio, and he wants to own best in breed. In this latest correction in the biotech space, if you are looking to have exposure but big deep pipelines, good balance sheet, consistency and the ability to abstract revenue out of the drugs, this would be the one. Dividend yield of 2.66%.

Price:
$149.810
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2016-06-22 TOP PICK Columbia-Banking-System-Inc
COLB-Q
Kash Pashootan

A US regional bank. Focused in the Pacific Northwest where there is significant growth in population, wages and employment. Financials have all been beaten up because the idea of rates going up is not as prevalent as had been originally thought. Dividend yield of 2.65%.

Price:
$28.490
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 22,575 entries
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