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
2016-12-01 TOP PICK Bank-of-America
BAC-N
Ross Healy

He likes the US banks across the board. This is trading at about its nominal Book Value, a discount to what he would call his Fair Market Book Value. It has huge upside potential, and he thinks that potential is going to grow under the Trump administration. Dividend yield of 1.37%. (Analysts’ price target is $20.07.)

Price:
$21.500
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-01 TOP PICK Chicago-Bridge--and--Iron-Co.
CBI-N
Ross Healy

Essentially an infrastructure stock with about 60% of their business focused on energy, of which LNG is a big part. They also do a lot of general infrastructure work. The stock is cheap. Dividend yield of 0.83%. (Analysts’ price target is $36.08.)

Price:
$33.680
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-01 TOP PICK Fairfax-Financial
FFH-T
Colin Stewart

This has come off quite a bit recently, giving investors an opportunity to buy a high quality, global property/casualty insurance business. It is firing on all cylinders. For a long time, they’ve had an incredible long-term track record, but for the last number of years returns haven’t been as good. You have the insurance business operating at low 90%-91% combined ratio, so they are earning a lot of money there. Recently took off a lot of their equity hedges and got out of a lot of their bonds just before the election. There are now in an enviable position where they can redeploy their huge amount of cash into higher yielding investments. Trading at close to BV. Dividend yield of 2.28%. (Analysts’ price target is $764.97.)

Price:
$637.600
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-01 TOP PICK Manulife-Financial
MFC-T
Ross Healy

This is definitely a beneficiary if bond yields go up. They’ve had some lovely earnings. This is basically a global company that happens to be headquartered in Canada. It will be a beneficiary of rising interest rates. Dividend yield of 3.13%. (Analysts’ price target is $24.03.)

Price:
$23.440
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-01 TOP PICK StorageVault-Canada
SVI-X
Colin Stewart

Management are very astute investors in the sector of storage. Not a cheap stock, trading at a fairly low cap rate. For public storage units, all the trends are going in the right direction. People living in smaller spaces like condominiums with less storage space available, people accumulating more and more junk over time. This is a leader in Canada and they are consolidating and growing. Dividend yield of 0.85%. (Analysts’ price target is $1.47.)

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-01 TOP PICK Wells-Fargo
WFC-N
Colin Stewart

He likes the US banks. This one, in particular, has lagged the group because of some of the problems they had earlier this year. Trading at a pretty reasonable valuation multiple. As interest rates move up, the net interest margins are going to expand significantly. Doesn’t think people appreciate how much earnings upside these banks have if net interest margins normalize. Over the next few years, there could be 50%+ upside on earnings per share. It is only trading at 12.5-13 times earnings. Dividend yield of 2.8%. (Analysts’ price target is $53.10.)

Price:
$54.340
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2016-11-30 TOP PICK Bank-of-America
BAC-N
Gordon Reid

Probably the most levered money centred bank to the change in interest rates. The CEO was quoted that a 1% move in interest rates would lead to about a $5 billion net income for the company. That represents about $.50 a share. If you put a 10, 11 or 12 multiple on that, you have some serious movements of the stock. Dividend yield of 1.42%. (Analysts’ price target is $19.90.)

Price:
$21.120
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2016-11-30 TOP PICK Celgene-Corp
CELG-Q
Gordon Reid

We are in a much more favourable regulatory environment, and feels this company is a wonderful entry. This is a bio pharma, as opposed to a chemical pharma. Unlike past years where they traded at a 2X and 3X multiple, they are now trading at or below the multiples of the traditional pharmas. Also, growth metrics are much, much better and much more exciting. Feels this has a long way to go. (Analysts’ price target is $139.08.)

Price:
$118.510
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2016-11-30 TOP PICK Goldcorp-Inc
G-T
Lyle Stein

This was always considered a growth name, the well capitalized financial name. They brought in a new CEO who cleaned house. Nobody believes they are going to actually meet the targets they have set, and he believes that they will. Had a good 3rd quarter and the 4th quarter is shaping up well. Dividend yield of 0.62%. (Analysts’ price target is $26.15.)

Price:
$17.730
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-11-30 TOP PICK Northland-Power-Inc
NPI-T
Lyle Stein

Wind player in the North Sea. They’ve spent a lot of money building capacity up, and now they are going to start benefiting from the cash flow in the income stream. Dividend yield of 4.99%. He expects significant dividend increases as the cash flow goes up 60%-65% over the next 2-3 years. (Analysts’ price target is $25.60.)

Price:
$21.720
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-11-30 TOP PICK Tutor-Perini
TPC-N
Gordon Reid

This has a $6.7 billion backlog, which represents about 1.5 years of revenue, and it is only going to increase because all of these infrastructure programs are going to be out for tender and they have already geared up. They are one of the main players in this arena. (Analysts’ price target is $29.)

Price:
$26.100
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2016-11-30 TOP PICK Wells-Fargo
WFC-N
Lyle Stein

This had been a traditional blue-chip name in banking. It has the largest mortgage book in the US. Rising interest rates are good for banks. The problem was when they got hit with opening false accounts. Trading at about 11-12 times earnings, and historically has traded at 16 times. This is a multiple expansion play just to get back to normal. Also, Trump wants to reduce banking regulations. Dividend yield of 2.88%. (Analysts’ price target is $52.81.)

Price:
$52.920
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-11-29 TOP PICK AutoCanada-Inc.
ACQ-T
Paul Harris, CFA

A stock that ran up from literally nothing to almost $90. They bought a lot of auto dealerships. Dealerships make lots of money, because they sell a lot of other products as well. The company did 14 acquisitions in one year, but never integrated them properly, so the stock collapsed. New management has come in and are integrating them properly, and only doing 2-3 acquisitions a year. Trading at 12X earnings. Dividend yield of 1.97%. (Analysts’ price target is $24.25.)

Price:
$20.300
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-11-29 TOP PICK Allergan-PLC.
AGN-N
John Petrides

The healthcare sector has been the worst sector of the S&P 500 year-to-date, and yet the long-term fundamentals are still very strong. You have a growing global population and an aging population. That means the healthcare system, from a utilization standpoint, is going to continue to be under a lot of pressure regardless of Obama care. The valuation on the healthcare sector in general has not been this low since 2009 and back in 1994 for the past 25 years. They recently sold their generic business to Teva (TEVA-N) and got $40 billion. They are using the cash to buy back debt and to buy back stock. This owns Botox, one of the largest consumer drugs in the world. They are using the cash they got, to make small acquisitions to bolster their drug pipeline. Dividend yield of 1.44%. (Analysts’ price target is $266.11.)

Price:
$192.640
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-11-29 TOP PICK Baker-Hughes
BHI-N
John Petrides

Fairly recently acquired by General Electric (GE-N) to form an oil/gas partnership using the GE oil and gas service business. If you are a Baker Hughes shareholder, you get a one-time $17.50 dividend. This company has a really strong balance sheet. Presuming the deal is approved mid-2017, the new partnership will be the 2nd largest oil/gas service company in the world on a revenue basis. Thinks energy is starting to form a bottom. As long as oil prices don’t collapse, the combined entity will be very strong. If the deal doesn’t go through, this company will receive a break up fee, of about $1.3 billion. Dividend yield of 1.12%. (Analysts’ price target is $62.17.)

Price:
$60.480
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 23,218 entries
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