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
2016-05-30 TOP PICK Bank-of-America
BAC-N
Bruce Tatters

US financials, this bank in particular, are trading as if they will never earn money again. Businesses do not trade at tangible book when they are earning money, they usually are losing money. This company is earning an 8% ROE and is still trading at tangible book. It has 30% earnings leverage to a 1% move in the yield curve. If we get our 1% over the next 12-15 months, the stock is going to be 60%-80% higher.

Price:
$14.880
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-30 TOP PICK CASH
CASH
Keith Richards

He is keeping his powder dry.  There are positive and negative factors in the markets.  There is a decent probability of a pullback over the next couple of months. 

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
NEUTRAL
Owned:
Yes
2016-05-30 TOP PICK Canadian-Pacific-Rail
CP-T
Bruce Tatters

North American rails suffered from 2 things. Overall economic activity has been weaker and commodity volumes, specifically this rail, has been a lot lower. Coal has been abysmal and oil and gas has been down as well. Despite all this, it is going to grow earnings 10% this year with no top line growth, a combination of really good operational management and cost cutting and share buybacks. Feels earnings growth rate will be in a double digits next year.

Price:
$170.890
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-30 TOP PICK Chartwell-Seniors-Housing
CSH.UN-T
Keith Richards

REITs in general have been pretty good.  He cherry picked this one as the most defensive.  There is a little breakout and so he bought it.  He likes the yield and the defensiveness. 

Price:
$14.910
Subject:
TECHNICAL ANALYSIS
Bias:
NEUTRAL
Owned:
Yes
2016-05-30 TOP PICK Suncor-Energy-Inc
SU-T
Bruce Tatters

Thinks energy prices have bottomed. They bought a very large Canadian Oil Sands (COS-T) Syncrude asset, and then bought out another interest in this company right at the bottom. Thinks this has been held back because of the Canadian wildfire, but that is temporary and they will get operations back to normal. This has tons of leverage to higher oil prices.

Price:
$35.990
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-30 TOP PICK SPDR-Consumer-Staples-ETF
XLP-N
Keith Richards

He rotated out of discretionaries for the summer.  He did it a bit early.  It is also a defensive sector over the summer.  It is more economically sensitive.

Price:
$53.000
Subject:
TECHNICAL ANALYSIS
Bias:
NEUTRAL
Owned:
Yes
2016-05-27 TOP PICK Baytex-Energy-Corp
BTE-T
David Cockfield

One of the better energy companies. It is heavy oil, but is pumpable heavy oil, and the Canadian Western select price has done quite well. They also have a significant holding in the Eagleford Texas shales, which could be back in the limelight at $50+. A well-managed company. Still a risky situation.

Price:
$6.200
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-27 TOP PICK Cardinal-Energy-Ltd
CJ-T
Eric Nuttall

This has been lagging the group even though it has a great balance sheet. This company was a rock star in the oil bull days because of management, low decline rate, clean balance sheet and 80% of their production is medium gravity oil. He is looking for 50% upside from today’s share price. Dividend yield of 4.35%.

Price:
$9.780
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2016-05-27 TOP PICK DHX-Media
DHX.B-T
Eric Nuttall

This is a business with very high quality and very valuable content. Kids programming lasts way longer than your average typical TV show. They have been very successful in acquiring good brands, and then using those brands in merchandising deals. The Teletubbies used to be a $1 billion a year franchise, and the market cap today is about $700 million. They got renewal in the UK for the 2nd season and it has been launched in the US. If successful, it could do incredibly well. Dividend yield of 0.97%.

Price:
$6.580
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2016-05-27 TOP PICK NYX-Gaming-Group-Ltd
NYX-X
Eric Nuttall

Just finished a $500 million acquisition of the largest sports-book gambling software company, Open Bet. This transforms the company, and gets them into a way better league with which they can compete against other casino gambling software companies. The stock has been hammered in the past due to scandals at Amaya (AYA-T). Other than Amaya being a customer, they have no relationship. This is a business with 30% organic growth, plus the upside from the new business they have acquired. This industry is growing at 10% per annum and generating gobs of free cash flow. Trading roughly at 7.2-7.4 times next year’s EBITDA compared to others trading at 12-14 times. On his calculations, he is getting a $4.40 share price, but thinks it can do better than that.

Price:
$2.680
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2016-05-27 TOP PICK Toronto-Dominion
TD-T
David Cockfield

One of the best in Canadian retail banking. Their numbers were good. He likes that they have a great presence in the US. They will continue to increase their dividends and earnings. Dividend yield of 3.81%.

Price:
$57.670
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-27 TOP PICK BMO-Low-Volatility-US-Equity-ETF
ZLU-T
David Cockfield

Chart shows it has been going sideways, but that is at a time where the rest of the market was actually going down. Thinks it is back in a situation where we are going to see it going up. This is very much consumer oriented. They have 25% utilities, 24% consumer staples, 17% healthcare and 10% consumer discretionary.

Price:
$29.080
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-26 TOP PICK BCE-Inc.
BCE-T
Hap (Robert) Sneddon FCSI

Earnings were reasonably decent. Has a fantastic dividend yield of 4.5%. The space is a really tough one right now, but the chart shows a strong long upward trend. He has a price target of $82.

Price:
$60.730
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-05-26 TOP PICK Horizons-Global-Dividend-ETF
HAZ-T
Daniel Straus

Expensive, but is actively managed by Guardian Capital using a quantitative methodology to screen global blue-chip companies for growth, profitability and sustainability. In the long term it has been a great exposure to the world.

Price:
$18.530
Subject:
ETF's
Bias:
UNKNOWN
Owned:
No
2016-05-26 TOP PICK MacDonald-Dettwiler--and--Assoc.
MDA-T
Hap (Robert) Sneddon FCSI

Risk reward on this is really, really good. They sort of represent Québec city within their business plan in what they do. Brought in a new CEO, and have also moved along the procurement process with the US military. Dividend yield of 1.73%.

Price:
$85.380
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 22,465 entries
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