Recent Top Picks | StockChase
stockchase picture

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

Recent Top Picks

Date Signal Company Expert Opinion Price
2017-07-25 TOP PICK Accenture-Ltd.
ACN-N
John O'Connell, CFA

The largest consulting company globally. It has morphed very nicely over the last 5 years, and has become the leading consultant towards the Internet and Cloud computing. Cloud computing is really just getting going. Companies need a lot of help in terms of analysis, and how to go about doing it and how to implement it. This is a huge free cash flow generating machine. Dividend yield of 1.9%. (Analysts price target is $133.50.)

Price:
$128.950
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-25 TOP PICK Arc-Resources-Ltd
ARX-T
Norman Levine

Montney area, 70% gas.  He thinks the outlook for gas is better than oil.  It has been hurt by the fact that they are a BC energy producer.  We are closer to the bottom than the top in this industry.  (Analysts’ target: $22.50).

Price:
$17.460
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-25 TOP PICK General-Electric
GE-N
Norman Levine

This is the premier out–of–favour stock.  It is being hurt by oil and gas exposure and they have a big power generation business.  He does not see them both suffering forever.  There is a change in management in November.  It is a good time to be acquiring it.  (Analysts’ target: $31.00).

Price:
$25.440
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-25 TOP PICK Goldman-Sachs
GS-N
John O'Connell, CFA

Just reported record earnings and profits. They have a strong capital management team. We have gone through 8 years of a financial mania, conglomeration and low interest rates. At some point that is going to reverse itself and this leading investment bank is going to help the companies get themselves out of trouble that they have put themselves in. Dividend yield of 1.4%. (Analysts price target is $241.50.)

Price:
$221.580
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-25 TOP PICK Kuehne--and--Nagel-Intl.
KNIN-VX
Norman Levine

A Swiss company.  It is the largest in the logistics industry.  Moving and warehousing goods.  They are a major beneficiary of global trade.  They have net cash after debt.  Freight on the seas and rails.  (Analysts’ target: 154 Swiss Francs).

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-25 TOP PICK Wells-Fargo
WFC-N
John O'Connell, CFA

This company is doing all the right things of cutting back on areas that look like potential problems, such as auto loans and student loans. Thinks you will make a 10%-12% return over a 5-year time frame. Dividend yield of 2.8%. (Analysts price target is $60.)

Price:
$55.060
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-24 TOP PICK CASH
CASH
Keith Richards

There are overbought conditions on the NASDAQ, and there are diverging momentum indicators. The momentum is slowing down even though it is making new highs, and that is a danger signal. The 2 weakest months in the whole year are August and September. He is holding 35% in cash, which is above his historical average, because the leading sector, the FANGs, are so overbought.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2017-07-24 TOP PICK Costco-Wholesale
COST-Q
Keith Richards

Amazon acquisition of Whole Foods could change the landscape for all retailers, however, it hasn’t happened yet. The acquisition is years away and it has to get through regulation. In the meantime, this company is performing financially, and nothing has changed in their unique story. The drop in price is parabolic to the downside and this is a good entry point. (Analysts’ price target is $185.)

Price:
$151.000
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2017-07-24 TOP PICK Hudbay-Minerals-Inc.
HBM-T
Matt Kacur

Copper and Zinc with byproducts of Gold and Silver  He is impressed that they were not doing well two years ago with return on capital of less than 1% and they have improved that to 5% already.  If they can maintain where they are then great, but it looks like they are going to get better.  Their costs are down to $0.88 on copper, which is over $2.  They operate in friendly jurisdictions. (Analysts’ target: $11.00).

Price:
$8.670
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
No
2017-07-24 TOP PICK Oclaro
OCLR-Q
Matt Kacur

They make products for higher bandwidth.  He was looking for big data and cloud companies and he found this one.  They are earning a 21% return on capital.  We are expecting three times the devices on the Internet as there are people in the world.  (Analysts’ target: $12.00).

Price:
$10.110
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
No
2017-07-24 TOP PICK Visa-Inc.
V-N
Matt Kacur

They are the best positioned for on-line payments.  It is only going to get higher in volume.  Their return on capital since 2008 is 30% and it is not going to change.  (Analysts’ target: $111.50).

Price:
$100.370
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2017-07-24 TOP PICK SPDR-Consumer-Staples-ETF
XLP-N
Keith Richards

A seasonal play, plus it is coming off a pretty good entry point. This has the classic long-term trend line in play, higher highs and higher lows, so it looks like a pretty reasonable place to buy. Over the weaker months of the year, which we are coming into now, staples are a better place to be.

Price:
$54.900
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2017-07-21 TOP PICK AGT-Food--and--Ingredients
AGT-T
Michael Sprung

This has been an off year for them. The pulse market has been somewhat in the doldrums. The perennial problem with the fumigation issues on importing pulses into India, has surfaced again. Over time, the company has been diversifying into ingredients for human and pet consumption. They’ve recently just bought some more transportation access to a port facility. Dividend yield of 2.4%. (Analysts’ price target is $35.)

Price:
$26.000
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-07-21 TOP PICK Cominar-Real-Estate-Inv-Tr
CUF.UN-T
Ross Healy

Trading at 60% of its BV and has a payout that is covered. If they were to cut their dividend down to about 8%, a sustainable rate, he thinks the stock would take off. Dividend yield of 11%. (Analysts’ price target is $14.)

Price:
$13.380
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-21 TOP PICK Encana-Corp
ECA-T
Michael Sprung

Just reported and the street was impressed. This is one of North America’s leading energy producers with a diverse portfolio of plays in 4 critical areas, that are all doing extremely well. Assets they own are among the best in North America. They’ve improved their balance sheet in the last year or 2. They have a five-year plan to increase production and cash flow. Dividend yield of 0.7%. (Analysts’ price target is $12.25.)

Price:
$12.340
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 24,158 entries
<< < 1 2 3 4 5 > >>