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
2017-03-24 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Greg Newman

He really likes this name.  Be cautious that higher interest rates in the US will filter to Canada and hurt companies like this a little bit.  They are growing so well.  21% earnings per share growth is his model.  They have a good and improving balance sheet and growth from several sources.  You should continue to own it and use weakness to add to it.  He is forecasting 8% dividend growth every year.  They beat Q4 estimates.  (Analysts’ target: $14.25).

Price:
$12.770
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Yes
2017-03-24 TOP PICK Veresen-Inc
VSN-T
Greg Newman

They are looking at boosting their pipeline capacity by 30%.  They are going to alter their capital structure.  He sees 30% EPS growth.  It will be flat growth this year, however.  It is going to pay you about a 7% dividend to wait until 2019.  Decent balance sheet.  (Analysts’ target: $16.00).

Price:
$14.010
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Yes
2017-03-24 TOP PICK BMO-Equal-Weight-US-Banks-Hedged-to-CAD-ETF
ZUB-T
Greg Newman

It expresses his conviction for the US banks and it is currency hedged.  Over the next 3 to 5 years the US $ is probably over done compared to other currencies.  There will be great growth in this sector.

Price:
$25.310
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Yes
2017-03-23 TOP PICK Badger-Daylighting
BAD-T
Norman Levine

It is not an everyday stock. They use high pressure water to move earth.  They used to be mostly in the energy area and then moved into the utility area.  Recently they moved into the US.  People still treat them as a Canadian energy company, but 2/3rds of their business is from the US and 3/4ths comes from non-energy.  Earnings continue to grow and they raised the divided recently.  (Analysts’ target: $35.00)

Price:
$32.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-23 TOP PICK Fairmount-Santrol-Holdings-Inc.
FMSA-N
Eric Nuttall

With the freak out by the market about the sell-off in oil.  Fracking sand has doubled.  The increase in demand will offset any increase in capacity.  This one has been hit the hardest of the sand producers.  (Analysts’ target: $12.25).

Price:
$6.670
Subject:
ENERGY
Bias:
BULL on OIL
Owned:
Yes
2017-03-23 TOP PICK Parkland-Fuel-Corp
PKI-T
Norman Levine

Big in the gas station business with some wholesale and commercial businesses as well as propane distribution.  They are going to buy CST assets in Eastern Canada.  There is room for a lot more acquisitions.  It has now broken out.  They raise their dividend modestly on a regular basis.  (Analysts’ target: $32.25).

Price:
$28.990
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-23 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Norman Levine

They had problems in the past but now he likes it going forward.  He bought early, but it has worked out for him.  They continue to get lots of contracts.  Most recently it has sold off and is now the cheapest engineering and construction company in North America. This is because they have an inefficient balance sheet.  The market expects them to make a large acquisition and take on lots of debt and that it will hurt them.  He expects them to buy back stock.  An acquisition would be good for them, making the balance sheet more efficient.  It is cheap here.  They still own highway 407 where the value continues to go up and up.  There is not a lot of goodwill built in here.  (Analysts’ target: $64.00).

Price:
$52.440
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-23 TOP PICK Trican-Well-Service-Ltd.
TCW-T
Eric Nuttall

They will now be above the $ billion market cap and it opens up to a lot more buyers and can get index inclusion.  In the US we are talking 25% quarter over quarter price increases.  (Analysts’ target: $6.50).

Price:
$3.660
Subject:
ENERGY
Bias:
BULL on OIL
Owned:
Yes
2017-03-23 TOP PICK WPX-Energy-Inc.
WPX-N
Eric Nuttall

They will grow about 3 times that of a Canadian producer.  He is getting a 40% growth rate, but paying an inline multiple for it.  At $5 billion market cap it has not hit as many radar screens and so is a little bit cheaper.  (Analysts’ target: $18.00).

Price:
$12.060
Subject:
ENERGY
Bias:
BULL on OIL
Owned:
Yes
2017-03-22 TOP PICK Corus-Entertainment--B-
CJR.B-T
Stephen Takacsy, B. Eng, MBA

This is one that you buy, hold and don’t let it go. In the large cap space, it is probably the best value out there. Still misunderstood. The largest TV broadcaster in Canada. Everybody is worried about cord cutting and cord shaving, but they bought Shaw Media about a year ago, and now the cost synergies and revenues are kicking in. Over the next 12 months, he expects the company to return to growth. Subscriber growth has already started to go back up thanks to Disney and some of the other specialty channels. They just renegotiated their ad agency contracts, presumably at higher rates. Dividend yield of 9%. (Analysts’ price target is $13.)

Price:
$12.490
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-22 TOP PICK Napec-Inc
NPC-T
Stephen Takacsy, B. Eng, MBA

One of the leading construction and maintenance services to electrical and gas utilities. Over 80% of revenues come from the US. They will definitely benefit from more infrastructure spending, but have a huge backlog of work right now. The gas and electrical transmission lines in the US are being replaced and expanded. Made a couple of very accretive acquisitions which should start kicking in soon. Very cheap, trading at under 6X EBITDA. (Analysts’ price target is $1.38.)

Price:
$1.050
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-22 TOP PICK Veresen-Inc
VSN-T
Stephen Takacsy, B. Eng, MBA

He likes energy infrastructure pipelines and midstream. They are like toll booths and are worth a lot of money. This one is very much misunderstood. Everyone thought they were going to cut the dividend over the last few years. This is the old Port Chicago, which basically owned 50% of the Alliance pipeline with Enbridge, but the company has been radically transformed over the last 3-4 years, and is now a premier gas infrastructure play. One of the cheaper companies in the sector. Dividend yield of 7.4%. (Analysts’ price target is $16.)

Price:
$13.690
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-21 TOP PICK Adobe-Systems
ADBE-Q
David Burrows

The two most important themes and most resilient in this market are technology and financials. Semiconductors look great. Software looks great. This company fits in a couple of key themes. They were the original big software company to go to the Cloud, selling their software by subscription. Today, 82% of revenue comes as a subscription. That is really attractive, because it is pretty predictable. Not only that, but revenues are growing very, very nicely. Revenues were up 22% in this most recent quarter. They should be able to grow revenue at 20% for quite some time, but because they make it and sell it a lot of times, as they grow their revenue, the margins go up. Their margins went to 36% from 31%, and the earnings went up 42%. Not an inexpensive stock, but the leader in software for Digital media, and we are all consuming quite a lot of Digital media. (Analysts’ price target is $143.50.)

Price:
$125.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-03-21 TOP PICK American-International-Group
AIG-N
David Dietze

He is looking for market-leading companies that are in sectors out of favour, and either have very strong dividends or some sort of catalyst that will unlock value. Mr. Icahn has taken a position and he knows value, will perhaps break it apart with the sum of the parts being worth more than the whole. (Analysts’ price target is $70.)

Price:
$61.760
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2017-03-21 TOP PICK Albemarle-Corp
ALB-N
David Burrows

The dominant player in lithium. He believes we are going to continue to see movement to electric cars. The company makes both types of lithium that go into all the major batteries that are being sold. They’ll triple production over the next 5 years. Model 3 is about to come from Tesla. They are becoming mass market and as you run into the beginning of a mine production, share prices tend to do well. It has twice the margin that Tesla will ever have. This will be a growth stock for many years, and they think they can maintain 50% of the market. Dividend yield of 1.2%. (Analysts’ price target is $115.00.)

Price:
$104.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 23,667 entries
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