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
2016-09-27 TOP PICK Amtrust-Financial-Services
AFSI-Q
Kash Pashootan

This is in the business/casualty insurance space. They also do specialty risk warranties. They have been on a fairly aggressive acquisition spree. They have been buying smaller insurers, cutting costs and using their scale to expand. That acquisition spree is done, and they are now starting to digest. He expects the acquisitions to become accretive by 2017. Trading at around 9X PE. Dividend yield of 2.59%.

Price:
$26.140
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Yes
2016-09-27 TOP PICK AGT-Food--and--Ingredients
AGT-T
Michael Decter

Pulse crops such as lentils, field peas. A very determined Saskatchewan native with family in Turkey, has built this company from scratch. They have an enormous plant in Minot, North Dakota. The first piece of good news is a huge crop, which will lower prices a little, but increase volumes. This will allow him to pull some working capital out. Secondly, he is getting into the ingredient business, so he is going to grind up the crops. He has a line up of big food makers. It is a better base than corn starch to make healthier foods.

Price:
$37.150
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-27 TOP PICK Clearwater-Seafoods-Inc.-
CLR-T
Michael Decter

This is a brilliant company. They have ordered a new $40 million clam boat. More than anything, this is a play on Asia needing protein. This company holds almost all of the licenses to extract. Dividend yield of 1.44%.

Price:
$13.850
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-27 TOP PICK Cisco
CSCO-Q
Kash Pashootan

You are not buying this because it is cheap. There are so many companies transitioning from old archaic businesses to the Cloud business and this is doing that as well. The difference is that Cisco’s network switching business is still making them money. Any growth that you see on the Cloud business that Cisco creates, is above and beyond the growth that is already there with their meat and potatoes business. Dividend yield of 3.32%.

Price:
$31.480
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Yes
2016-09-27 TOP PICK First-American-Corp.
FAF-N
Kash Pashootan

A conservative way to play the housing market. Their primary focus is title insurance. He likes the housing market in the US, with the US consumer having low debt to income than in Canada. Dividend yield of 3.42%.

Price:
$39.960
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Yes
2016-09-27 TOP PICK Mettrum-Health-Corp
MT-X
Michael Decter

One of the marijuana stocks, and likes it because its larger brother Canopy (CGC-T) gets all the air time, and in his view this is a lot better value. They have a huge number of patients and are doing a good job of building the company. The real play is going to be next year when the government opens up the recreational market.

Price:
$3.150
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-26 TOP PICK Lincoln-National-Corp.
LNC-N
Liz Miller

She thinks there is interest in the life and integrated area.  In the US there is the department of labour (DOL) ruling and this stock is immune to this ruling.  They are well capitalized.  It came down with the industry.  There is interesting upside going forward.

Price:
$45.520
Subject:
US EQUITIES
Bias:
BULLISH on US MARKET
Owned:
Yes
2016-09-26 TOP PICK Phillips-66
PSX-N
Liz Miller

They are the biggest independent refiner.  They are doing some internal restricting to get down to only 30 percent refining.  It’s a good opportunity to buy for the longer term.

Price:
$79.090
Subject:
US EQUITIES
Bias:
BULLISH on US MARKET
Owned:
Yes
2016-09-26 TOP PICK Starbucks
SBUX-Q
Liz Miller

It has slowly faded lower since its peak earlier in the year.  Long term she loves this stock.  They have a reliable store front.  They are rolling it out globally. 

Price:
$54.040
Subject:
US EQUITIES
Bias:
BULLISH on US MARKET
Owned:
Yes
2016-09-26 TOP PICK Vanguard-MSCI-Emerg.-Mkt.-ETF
VEE-T
John DeGoey

Feels people should be invested a) outside of Canada (emerging markets) and b) broad diversification with low costs.

Price:
$29.610
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-09-26 TOP PICK iShares-CNX-Nifty-India
XID-T
John DeGoey

Although he believes in “emerging markets” as a broad play, for those people who want an individual country, he would recommend India. This is a part of the world that is growing at a really, really breakneck pace, compared to what we are used to in the West.

Price:
$30.440
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-09-26 TOP PICK BMO-Emerging-Mkts-Bond-Hedged-CAD
ZEF-T
John DeGoey

If you believe that you want to have bonds, or need to have them, emerging markets will give you a bit of a yield that will give you more jazz than what you would otherwise have.

Price:
$17.430
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-09-23 TOP PICK Aecon-Group-Inc
ARE-T
Greg Newman

A beneficiary of very rich infrastructure spending at all government levels. Very strong backlog in their energy segment, where a lot of people are staying away because it is a big component of their business. They have nuclear opportunities such as the Darlington win last year. There are a lot of additional opportunities from Candu sites. Has a decent dividend with a very low payout ratio. He models 22% cash flow per share growth each and every year for the next couple of years. This is cheap, relative to its 5-year average. Dividend yield of 2.56%.

Price:
$17.980
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-09-23 TOP PICK Killam-Properties-Inc
KMP.UN-T
Greg Newman

This has an in-line valuation relative to their peers, yet it is growing at around 8% FFO over the next couple of years. A good growth at a reasonable price. Dividend yield of 4.89%.

Price:
$12.250
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-09-23 TOP PICK Medtronic-Inc
MDT-N
John Stephenson

In general he has been cautious on Biotechs, but this is a medical devices company. It is very, very solid. In the next 5 years it should be growing revenues at mid-single digits. Earnings at low double digits. Dividend yield of 1.96%.

Price:
$87.710
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 22,956 entries
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