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
2016-07-29 TOP PICK Birchcliff-Energy-Ltd.
BIR-T
Eric Nuttall

They did an asset acquisition off ECA-T.  They de-levered their balance sheet.  They diluted a major shareholder.  They extended their inventory by many years.  He estimates it is trading at a PE of 6 and should get re-rated to 7.

Price:
$9.440
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on ENERGY
Owned:
Yes
2016-07-29 TOP PICK Cardinal-Energy-Ltd
CJ-T
Eric Nuttall

Good sensitivity to oil without the financial leverage.  Decline rates are low. 

Price:
$9.040
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on ENERGY
Owned:
Yes
2016-07-29 TOP PICK Computer-Program--and--Systems
CPSI-Q
Lorne Zeiler

Provides end to end solutions for patient care for small, rural hospitals, acute care facilities and financial planning and accounting software. They made an acquisition and lost some clients as a result, and the stock came down significantly. They see some great synergies, and are actually ahead of schedule. There are a lot of positives going on with the company. It has a great pipeline. They figure about 150% growth in terms of sales. There is a new compliance regulation coming out, which a lot of smaller players will not be able to comply with. Trading at about 11X forward earnings. Dividend yield of 6.46%.

Price:
$39.640
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-07-29 TOP PICK DHX-Media
DHX.B-T
Eric Nuttall

One of the largest children’s content owners.  They get paid every single time a child watches a show.  They have a significant YouTube strategy.

Price:
$7.100
Subject:
ENERGY & SMALL CAP EQUITIES
Bias:
BULLISH on ENERGY
Owned:
Yes
2016-07-29 TOP PICK LyondellBasell-Industries
LYB-N
Lorne Zeiler

Basically a manufacturer, designer and technology company around plastics and polymers. They also have a refining division. Valuation is really cheap. The company did quite well, particularly when there was a disparity between oil and gas. Trading at about 7X forward earnings. He anticipates earnings to be on a declining scale in 2016, but likely to stabilize in 2017. Dividend yield of 4.52%.

Price:
$75.260
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-07-29 TOP PICK BMO-S-and-P-TSX-Laddered-Preferred
ZPR-T
Lorne Zeiler

Rate reset preferreds started coming out in 2008. They declare a dividend which has a formula attached to it. Every 5 years that rate gets reset based on a formula, a 5-year Government bond and some kind of spread. Sold off a lot last year, because the yield curve flattened significantly and there was a fear the rate resets were going to be a lot lower. However, what has tended to happen, is that you are now getting yields of about 5.5%. Actually one of the few securities that if interest rates go up, you are going to benefit from it. He could see about 5%-10% growth, plus reset rates going higher if rates do increase.

Price:
$9.960
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-07-28 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
Andy Nasr

Exposure to several downstream entities.  Good exposure to inflation protected cash flows.  The fee income from their assets is increasing.  This should cause the stock to get re-rated and move higher.  There is significant upside in the next 12 months.

Price:
$45.000
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-28 TOP PICK CVS-Health-Corp
CVS-N
Andy Nasr

It made a transition over the last 10 years to pharmacy benefits.  It pulled back and only trades at 15 times earnings.  It has great growth potential if you consider the aging demographics.  A strong labour market means more people are spending more on healthcare.

Price:
$93.390
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-28 TOP PICK Enbridge-Income-Fund-Holdings
ENF-T
Greg Newman

He sees a 9% EPS growth from Enbridge (ENB-T) drop downs over the next couple of years, and a 10% annual dividend growth each and every year for the next couple of years. This is cheap relative to its peers. Maybe you don’t want to Buy it here. If so, you can sell a Put to end up owning it at a lower price. Dividend yield of 5.85%.

Price:
$31.900
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2016-07-28 TOP PICK Live-Nation-Entertainment-Inc.
LYV-N
Andy Nasr

30% market share of the global concert industry.  They make acquisitions and are increasing their penetration with secondary ticket sales.  Good long term growth potential.

Price:
$25.740
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-28 TOP PICK Magna-Int-l.--A-
MG-T
Greg Newman

The industry is slowing, and this company is aware of that. There was concern with Ford (F-N) today, but the PEs in the whole space are at a 20-year low. For this to make sense, he has to see EPS contract by 30%-40%, so they are cheap. 79% sales growth and 18% EPS over the next couple of years, and a very cheap multiple with a great balance sheet for accretive M&A, for buybacks or possible dividend growth. They are only about 1% exposed to the UK, but 27% Europe. Dividend yield of 2.63%.

Price:
$49.790
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2016-07-28 TOP PICK Royal-Bank
RY-T
Greg Newman

As a group, banks are cheap relative to the TSX. We have likely seen the highest water mark in terms of energy fears. This had solid performance in Canadian banking and wealth, and have the best earnings power. They are not going to grow much this year, but over the next couple of years he predicts some pretty good growth. Dividend yield of 4.06%.

Price:
$79.770
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2016-07-27 TOP PICK Altagas-Ltd
ALA-T
Bill Harris, CFA

This is really good at driving little projects such as power, energy processing, etc. There are lots of investing they will be able to do, but are just not announcing it right now. 6% dividend yield.

Price:
$32.610
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
Yes
2016-07-27 TOP PICK Just-Energy-Group
JE-T
Bruce Campbell (2)

This does energy services and energy marketing, so they are a reseller of different products such as natural gas. Now they’ve just gotten into solar. Have done test marketing both in California and New York, which has gone well, so they are going to start to roll it out across the country. They are also starting to take their existing traditional services over into Europe. The company is on a bit of a growth path, and he thinks you could start to see the earnings accelerate. Trading at a fairly reasonable valuation. Dividend yield of 6.21%.

Price:
$8.050
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2016-07-27 TOP PICK Pacific-Insight-Electronics
PIH-T
Bruce Campbell (2)

In the auto components business, and manufactures LED lighting systems and some different components of gauges, as well as some wire harnessing. One of their big customers is Ford (F-N). Stock has been growing fantastically on an earnings basis, and is super cheap, trading at about 8X earnings, and have been growing their earnings by about 25% per year. CEO is talking about some expansion into new areas such as electric vehicles.

Price:
$13.010
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 22,714 entries
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