Recent Top Picks | StockChase
stockchase picture

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

Recent Top Picks

Date Signal Company Expert Opinion Price
2016-05-02 TOP PICK Cara-Operations-Ltd.
CAO-T
Norman Levine

Brand new for him.  He likes it because he wanted to increase his presence in Canada, but not in resources.  It is the Canadian consolidator in the restaurant business.  The dual class share structure is their only drawback. 

Price:
$31.680
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-05-02 TOP PICK Kuehne--and--Nagel-Intl.
KNIN-VX
Norman Levine

Swiss exchange and on the pink sheets in New York.  If you believe in growth in global trade then you want to own this one.  They have a lot of cash and no debt.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-05-02 TOP PICK Power-Financial-Corp
PWF-T
Norman Levine

(Top Pick Apr 17/15, Down 7.45%) Great West Life, IGM and European investments.  What is needed is higher interest rates to invest premiums in.  He is keeping it.  It goes up and down along with their assets. He likes the long term outlook for the insurance business when rates start to go up.  He likes IGM and the European assets that he thinks are undervalued.  They have gone back to raising their dividend on a regular basis.

Price:
$33.030
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-05-02 TOP PICK Vanguard-FTSE-Cdn-High-Div-Yd.
VDY-T
John DeGoey

For people who are trying to find ways to get income and trying to get some diversification, instead of buying individual companies or individual sectors, why not just buy all the things that are paying dividends, get it cheaply, get broad diversification. He thinks the worst is behind us and that we hit the bottom in Jan-Feb.

Price:
$29.100
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-05-02 TOP PICK Vanguard-MSCI-Emerg.-Mkt.-ETF
VEE-T
John DeGoey

(A Top Pick May 27/15. Down 17.24%.) Likes this very much, but it has been down a lot. He continues to believe that emerging markets are a ridiculously under owned asset class in Canada. This is probably the market leader in the Canadian market space. It is going to be a more volatile play, but this is a part of the world that is growing at 4%-6% GDP growth in a growing middle class. Very cheap and very diversified. This will be a long-term hold.

Price:
$26.290
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-05-02 TOP PICK iShares-CNX-Nifty-India
XID-T
John DeGoey

If you want to get into emerging markets, but want to avoid China and still have the growing middle class, India is the way to go.

Price:
$25.830
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-04-29 TOP PICK Performance-Sports-Group
PSG-T
Don Lato

This just took a major haircut. Has never seen a stock fall so precipitously in one day, and yet still not be concerned about bankruptcy. Had announced the currency exchange was going to hurt them in the quarter, but that has gotten better. Also, announced they were going to take a write off on a receivable to Sports Authority which had declared Chapter 11. They are far from any breach of their debt covenants, and are still generating a ton of cash. A very well-managed company.

Price:
$4.570
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-29 TOP PICK Tourmaline-Oil-Corp
TOU-T
Don Lato

(A Top Pick May 4/15. Down 32.12%.) You don’t have to look any further than the price of gas, versus a year ago to see why it is down. It has grown tremendously over the past year. Very, very well-managed company. Has been busy enhancing its infrastructure to position for the eventual recovery in natural gas.

Price:
$28.670
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-29 TOP PICK Walgreen-Boots-Alliance
WBA-Q
Don Lato

This has been as high as $97 last summer when the market peaked, and is now down around $80. Good financial operators and have made several very strategic acquisitions. Trading at around 15-16 times earnings. Lower than the market multiple, yet better growth potential. Well positioned to continue benefiting from the aging population’s healthcare needs. Dividend yield of 1.83%.

Price:
$78.760
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-28 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Bruce Campbell (1)

This has been as high as $61. It is a consolidator. They have been a beneficiary of energy, because Imperial, Shell and Europe have been selling their gas stations. Thinks they have suffered from being a source of funds for people to buy oil stocks, because they have been a kind of reverse indicator. It is back under 20X earnings for the 1st time in a while. Management is really good. Dividend yield of 0.50%.

Price:
$53.910
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-28 TOP PICK Airboss-of-America
BOS-T
Michael Smedley

This is a buy now because it is down at $15, which is extraordinarily run down.  It is a North American leader in their products. 

Price:
$15.470
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-28 TOP PICK Cardinal-Energy-Ltd
CJ-T
Bruce Campbell (1)

A very low beta way to have energy. A Western Canadian oil producer with low decline. They are 60% hedged this year and 35% next. Good balance sheet. If he is wrong and oil goes down to $30, this will go down, but not as much as others. Dividend yield of 4.57%.

Price:
$9.190
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-28 TOP PICK First-National-Financial
FN-T
Michael Smedley

He hopes there will be a cheaper entry point.  The company is brilliant because they are the top of their class in mortgage broking.  They are above all the other banks.  TD-T sends them their external mortgage broking business.

Price:
$27.150
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-28 TOP PICK Manulife-Financial
MFC-T
Bruce Campbell (1)

This has pulled back, a lot like US banks. Lifecos are all exposed to interest rates, and get squeezed when rates don’t go up. This has a lot of growth in Asia that is kind of non-interest rate exposed. They also have John Hancock in the US. He is showing 9X earnings and a discount to Book forward, which is as cheap as these things get. It will go back to $21-$22. Dividend yield of 4.03%.

Price:
$18.380
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-28 TOP PICK Pretium-Resources
PVG-T
Michael Smedley

He has held it for a long time.  This week it had fabulous grades.  It will be into production towards the end of next year. 

Price:
$9.830
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 22,352 entries
<< < 1 2 3 4 5 > >>