stockchase picture

Compiling comments that experts make about stocks while on public TV.

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-08-21 TOP PICK Algoma-Central-Corp.
ALC-T
Michael Smedley

Greatest tanker fleet and in shipping of all the commodities.  A good dividend.  It has downtime in the winter.  They might get to a higher level shortly due to a partial fleet modernization.

Price:
$16.000
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2014-08-21 TOP PICK BlackBerry
BB-T
Michael Smedley

Speculative.  The stock has held relatively well.  He is particularly fascinated by Mr. Chen.  He goes in directions that will work.  They still possess certain supremacy in the area of security.  The consumer space is lost.  BB has moved on now.  Losses are falling.  It now just seems to make sense.

Price:
$10.780
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2014-08-21 TOP PICK Guardian-Capital-Group
GCG.A-T
Stephen Takacsy, B. Eng, MBA

Has tremendous upside.  A lot of value.  One of the largest publicly traded money managers in Canada.  Huge holding of BMO shares worth $16 and company trades just about $17. 

Price:
$18.260
Subject:
CANADIAN MIDCAP (NON-RESOURCE)
Bias:
SELECTIVE
Owned:
No
2014-08-21 TOP PICK Neulion
NLN-T
Stephen Takacsy, B. Eng, MBA

NFL is a big customer.  Agreements with all the big sports events.  They have the market locked up.

Price:
$1.060
Subject:
CANADIAN MIDCAP (NON-RESOURCE)
Bias:
SELECTIVE
Owned:
Yes
2014-08-21 TOP PICK Neulion
NLN-T
Michael Smedley

They are very impressive.  They are going onward and upward.  They did the world soccer.

Price:
$1.060
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2014-08-21 TOP PICK Asian-Television-Network-International
SAT-X
Stephen Takacsy, B. Eng, MBA

Down 24% in the last year.  It got way ahead of itself.  He has been accumulating shares and is the second biggest shareholder.  Now in the low $2s it is attractive.  4% dividend. 

Price:
$2.630
Subject:
CANADIAN MIDCAP (NON-RESOURCE)
Bias:
SELECTIVE
Owned:
Yes
2014-08-20 TOP PICK Aegion-Corp
AEGN-Q
Gordon Reid

They have a technology for coating/protecting pipes. Trading at about 15X earnings. Management is very excited about their book building. Have quite a backlog. He thinks earnings will accelerate in the future, which would drive the stock price higher.

Price:
$24.320
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-20 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Veronika Hirsch

Rumoured to be interested in acquiring China’s Sinopec, but it would be a very odd thing for them to do. They are conservative acquisitors. They do have an acquisition strategy, which they have been employing, and which seems to be paying off. Last year they entered Europe, and from what she understands, are now going to consolidate in Northern Europe. They are not crazy about Southern Europe. This should allow for many more years of growth. Yield of 0.52%.

Price:
$30.940
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-20 TOP PICK CCL-Industries--B-
CCL.B-T
Veronika Hirsch

Historically this company had been missing their quarters, but now are growing by acquisition. Concentrating on labels that are high quality ones where there’s not too much competition. This would be into wines, pharmaceuticals and much higher design and colours, etc. yield of 1.04%.

Price:
$117.010
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-20 TOP PICK Dana-Holding
DAN-N
Gordon Reid

Auto parts. The auto industry is continuing to recover and thinks they will do well into the future. Have a broad cut-out of very good customers. Coming out with products that, from a technology standpoint, are better. They are lighter, which has implications from a fuel economy standpoint. Trading at a nice multiple and it has growth opportunity.

Price:
$23.850
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-20 TOP PICK Linamar-Corp
LNR-T
Veronika Hirsch

Like this company because they have been beating their quarters. They supply parts for power trains. Every car manufacturer has to be upgraded in power trains because of all the mandated fuel efficiency requirements. This is huge in Europe and the US and will obviously be huge in Asia as well. Also, has the Skyjack division, which works well for the late cycle as it is in the industrial sector. Yield of 0.63%.

Price:
$64.100
Subject:
CANADIAN & ALTERNATIVE
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-20 TOP PICK Time-Warner-Inc
TWX-N
Gordon Reid

Up 33% in the last year. This has long term great opportunities. He is happy with this one long-term. Stock will trade over $100.

Price:
$77.020
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2014-08-19 TOP PICK CASH
CASH
Keith Richards

(A Top Pick July 17/13.) The Volatility Index VIX is getting a little low, which tends to indicate complacency which tends to indicate that maybe the market could be due for a very small correction in the next week or 2.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2014-08-19 TOP PICK Cineplex-Inc
CGX-T
Christine Poole

They outperformed the box office.  It was not so great the first couple of quarters.  They are good operators and continue to increase the concession spend per customer.  Thinks the films slated for the balance of the year look encouraging.  3.7% yield.

Price:
$40.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-08-19 TOP PICK Enerplus-Corp
ERF-T
Keith Richards

The long-term chart shows a strong upward trend from early 2013. Now consolidating. Thinks the stock can get to $30. Also pays a pretty nice dividend of 4.5%.

Price:
$24.130
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 19,858 entries
First Previous 1 2 3 4 5 Next Last