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
2017-02-23 TOP PICK Horizons-S-and-P-TSX-Capped-Energy-Index
HXE-T
Brooke Thackray

It is a call on oil.  People are saying Canadian oil stocks just pulled back because of potential border taxes, but US oil stocks did the same thing.  We are starting to break out right at the beginning of their seasonal period.  Feb. 25 until May 9, oil stocks tend to do well.  Technically and seasonally it is the right time to step into oil stocks.

Price:
$21.000
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-02-23 TOP PICK Magna-Int-l.--A-
MG-T
Brooke Thackray

It is a classic play on the economy.  Consumers keep buying cars.  Feb. 24 to Apr. 24 is the period of seasonal strength.  We are seeing a break out taking place.  Technically and seasonally it looks good.  (Analysts’ target; $65.37).

Price:
$59.200
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-02-23 TOP PICK Sphere-FTSE-Emerging-Sustainable-Yield-ETF
SHZ-T
John DeGoey

A product that was only launched a few months ago. This is a good way to screen for de facto values. As a complement to VEE-T, VEE is diversified emerging markets, and this has more of a value screen.

Price:
$10.410
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-02-23 TOP PICK Vanguard-Global-Value-Factor-ETF
VVL-T
John DeGoey

This product has done remarkably well since it was launched. It is less than a year old and is up an incredible amount. People really need to think globally and to invest in value stocks in small company stocks. A great way to get global stocks and with a value bent.

Price:
$31.460
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-02-23 TOP PICK iShares-S-and-P-TSX-Global-Gold
XGD-T
John DeGoey

His rationale for gold is that people need to always think, from a portfolio perspective. So that instead of cherry picking on how well a security would do, build an entire portfolio and consider how everything would work together. Having something like gold in your portfolio is a good way to improve risk adjusted returns. A great thing to have in your portfolio, with a small sliver, 3%-5% as a long-term Hold.

Price:
$13.680
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-02-23 TOP PICK SPDR-Materials-ETF
XLB-N
Brooke Thackray

This is chemicals in the US.  We are seeing slow growth with a bump up from Trump.  It is positive on a fundamental basis, technically it looks good and it is strong from a seasonal point of view.

Price:
$52.320
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-02-22 TOP PICK Anthem-Inc
ANTM-N
Paul Macdonald

The dominant licensee of Blue Cross Blue Shield in 14 states. About 1 in 9 Americans have insurance through them. There are some very structural, positive tailwinds for the medical managed care organizations over the next couple of years. Dividend yield of 1.59%. (Analysts’ price target is $175.75.)

Price:
$163.270
Subject:
HEALTHCARE
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2017-02-22 TOP PICK Celgene-Corp
CELG-Q
Paul Macdonald

Just added this in January. The company has a blood cancer drug that is really going to be the dominant player in that space. Has a huge pipeline of trials that are coming out with Revlimid . Also, diversifying their pipeline with Otezla. Between now and 2020, they are going to double revenues, and they don’t need success in their pipeline to do so. Trading at 16.9X forward earnings, and that grows down to 14X 24 months out. (Analysts’ price target is $140.27.)

Price:
$119.270
Subject:
HEALTHCARE
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2017-02-22 TOP PICK Cineplex-Inc
CGX-T
Jerome Hass

*Short* A pairs trade with Cinemark (CNK-N). This is trading at twice the valuation of Cinemark.

Price:
$50.920
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2017-02-22 TOP PICK Cinemark-Holdings
CNK-N
Jerome Hass

*Long* A pairs trade with Cineplex (CGX-T). This is about twice the size of Cineplex in terms of their screens.

Price:
$43.390
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2017-02-22 TOP PICK Home-Capital-Group
HCG-T
Jerome Hass

*Short* A very crowded short, and he generally doesn’t like to participate in crowded trades, but makes an exception in this case. There are a lot of Shorts on this, because the US hedge funds use it as a proxy for the Canadian housing market. His view is actually quite neutral on the Canadian housing market. There is a lot of runoff in their portfolio, so just to stand still they have to get at least 14% growth in terms of their number of mortgages. This is because banks have gotten smarter at catering to new immigrants to Canada. Dividend yield of 3.91%. (Analysts’ price target is $29.73.)

Price:
$26.260
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2017-02-22 TOP PICK Merck--and--Company
MRK-N
Paul Macdonald

This company has the Mojo right now. Their drugs are definitely working. They have the first-line treatment in very specific lung cancer. Has a huge pipeline of trials going on with Keytruda. He continues to think immuno oncology is fast growing and that there is going to be further positive results coming out over the next couple of years. Dividend yield of 2.88%. (Analysts’ price target is $69.11.)

Price:
$65.290
Subject:
HEALTHCARE
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2017-02-22 TOP PICK Spin-Master-Corp
TOY-T
Jerome Hass

Going to be reporting in March. There are so few listed toy companies globally. It is not inconceivable that this company gets taken out by one of the bigger players. (Analysts’ price target is $37.86.)

Price:
$33.700
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2017-02-21 TOP PICK Element-Fleet-Management
EFN-T
Alex Ruus

This is one of 2 parts that was spun out from the old Element Financial. North America’s leading fleet manager and growing organically as well as rolling up other fleet managers over time. They also have some fleet management in other parts of the world. Also, have a lot of peripheral services that they can provide to customers. Trading at 11X next year’s earnings. Dividend yield of 0.71%, which will probably be increased every year. He can see 40% upside from here. (Analysts’ price target is $14.66.)

Price:
$14.030
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-21 TOP PICK Fortis-Inc.
FTS-T
Robert McWhirter

A diversified international distribution utility holding company. 25% dividend payout ratio. Reported a 15% earnings surprise on Feb 16. Sales are up 11% year-over-year, and the growth margin grew 7% year-over-year. Free cash flow was up 44% and ROE is 8%. 3.7% dividend yield. (Analysts’ price target is $48.55.)

Price:
$43.180
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on OIL
Owned:
Yes
Showing 1 to 15 of 23,556 entries
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