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
2016-08-24 TOP PICK CASH
CASH
Keith Richards

Holding about 40% cash, and just buys a high interest savings account thing that pays about 1.3%-1.4%.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Yes
2016-08-24 TOP PICK Hudbay-Minerals-Inc.
HBM-T
Michael Sprung

A lot of the problems that have been there recently have been short term ones. Going forward, he thinks they are going to throw off some solid free cash flow. Have been able to expand their credit facilities lately, so they could be very opportunistic going forward.

Price:
$5.690
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-08-24 TOP PICK HBP-S-and-P-500-Inverse-ETF
HIU-T
Keith Richards

This is effectively a way of raising cash. An “inverse” is the opposite of the market. If you buy a 5% position in an inverse, you have 5% that is not in the market, plus you are offsetting a holding you have, something like General Electric (GE-N). He is not making a bet on the market, he just wants to keep his GE and offset it with an inverse ETF.

Price:
$36.530
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Yes
2016-08-24 TOP PICK Manulife-Financial
MFC-T
Michael Sprung

It has been difficult for them to get a lot of respect lately. They recently got hit with some problems in the long-term care business in the US. There may be some actuarial revaluations going on in the 3rd quarter, so there could be a possible hit in terms of a write down. However, we have a company that is one of the best capitalized in the industry. Any more they don’t just depend on interest margins to earn their money. Expanding very rapidly and making progress in Asia. Dividend yield of 4.24%.

Price:
$17.460
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-08-24 TOP PICK Suncor-Energy-Inc
SU-T
Michael Sprung

This has some of the best assets in Canada. Superb upstream/downstream assets. Very well financed. A strong balance sheet. If any company is positioned to take advantage of the problems inherent in the oil/gas industry, it is this company. Dividend yield of 3.2%.

Price:
$36.310
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-08-24 TOP PICK -PowerShares-S-and-P500-Low-Volatility-ETF
ULV-T
Keith Richards

This owns the 100 lowest volatility stocks in the S&P 500, and then hedges it back to the dollar to make sure you don’t get any negative movement on your ETF due to the Cdn$ going up, or vice versa.

Price:
$32.960
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Yes
2016-08-23 TOP PICK Celgene-Corp
CELG-Q
Zachary Curry

A biotechnology company that is primarily focused on cancer research. They take positions in companies, watch them do the R&D, and then they capitalize further. They’ve made 2 acquisitions, one in the MS space. They have a based strip cancer drug and then little bolt on drugs that combine with the based for changes in chemotherapy treatments.

Price:
$114.010
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-23 TOP PICK Cerner-Corp.
CERN-Q
Zachary Curry

Their premise is basically digitizing health records. Demographically that is a good place to be. There are lots of doctors’ records that are either handwritten or digital in a format that is not compatible with others. There is a US law that says that by this year you have to have this and next year you have to have that, etc. It is a forced conversion to electronic data management and records. They’ve generated about 15% revenue growth and 20% earnings growth consistently. Over the past year they’ve moved from a one-time revenue recognition model to a subscription type model, and the stock really came off. It is now started to come back.

Price:
$64.600
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-23 TOP PICK Firstservice-Corp
FSV-T
James Telfser

The more he gets to know the company, the more he gets to like their story. It is a high recurring revenue model. They do a lot of property management. They are able to bring services together from all over the US, and offer it at a higher margin. They then start to get into other businesses like Sentry Fire, California Closets, and they do some restoration businesses as well. They are taking some of these businesses private, which is quite accretive to the company. The company has a long runway. A very steady type business. Dividend yield of 0.9%.

Price:
$64.150
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2016-08-23 TOP PICK Horizon-North-Logistics
HNL-T
James Telfser

Lost a couple of their big camps in Fort Murray, one by fire and one by smoke. Capacity utilization has been really low in the whole camps and logistics space, so that just took off a whole bunch of capacity. They were covered by insurance, and there are estimates it could be $30 million. What he likes, as compared to similar companies, is that they have a balance sheet based on an equity issue that they did at $3.75 about a year ago, so they can now rollup some of this industry and buy up some of their competitors who are struggling. There has been the big move in energy prices, you are seeing rig counts coming up again, oil production coming up in the oil sands again, and they are getting into some new businesses now where they do some manufacturing. Dividend yield of 4.55%.

Price:
$1.760
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2016-08-23 TOP PICK Heroux-Devtek-Inc.
HRX-T
James Telfser

A high quality industrial name. Landing gears on planes. They are the #3 producer, but are actually the most profitable in the world. Management team is very well aligned. Valuation is reasonable.

Price:
$13.980
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2016-08-23 TOP PICK Keyera-Corp
KEY-T
Zachary Curry

Great management team. Their business is conservative and their payout ratio is around 50%. They’ve consistently grown the dividend, 15 times since they started as a public company. They grow by taking smaller positions in plants and facilities, adding to those and eventually owning them outright. This allows them to get the experience in owning and running them. Their cost of financing is really low. Dividend yield of 3.9%.

Price:
$41.140
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-22 TOP PICK Ameriprise-Financial
AMP-N
John Burke

He would rather not bet on what the fed would do. He is going all-in on financials. Going from 5% financial to 10% yet the market is 15% financials. 

Price:
$96.810
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2016-08-22 TOP PICK Badger-Daylighting
BAD-T
John Kim

Basically half its revenues were tied to the oil/gas industry, so they fell on hard times. They’ve rejigged the profile, because the other part is on utilities, and mostly with construction in streets being dug up to lay down pipe to run cable and stuff. As long as the oil/gas sector doesn’t get any worse, they’ll start to generate more cash, so this is kind of a derivative way to play the oil/gas industry. Dividend yield of 1.49%.

Price:
$26.650
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-08-22 TOP PICK First-Data-Corp
FDC-N
John Kim

One of his largest positions. He is holds this because of its cash flow stream and the paying down of debt. Even if he flat lined the revenues, he feels he would still make somewhere in the neighbourhood of 20%-25% a year for the next few years.

Price:
$33.970
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-08-22 TOP PICK Keycorp
KEY-N
John Burke

Financials are cheap – 8-9% earnings yield.  He likes the numbers – a little bit of growth. 

Price:
$12.180
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2016-08-22 TOP PICK Principal-Financial-Group
PFG-N
John Burke

It is leading since about last Feb.  Before that it is quite beat up. They are in pension plan provision as well as being an insurer.  Nice dividend yield and 8% earnings yield.

Price:
$47.170
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2016-08-22 TOP PICK XPO-Logistics--Inc
XPO-N
John Kim

A US logistics company. They will route and ship whatever products for you. This includes where it will be picked up, how it gets transported, and where it is going, as well as handling all the custom forms and way bills that are needed. They also own Conway Trucking which they bought last year in order to do the “last mile”. They’ve reached the inflection where they are starting to generate free cash flow now. Management has guided $500-$800 million of free cash flow in 2018, and that is on a $4 billion market cap company. You are either going to get a 25% upside or it could be a double by 2018.

Price:
$36.460
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-08-19 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Jason Del Vicario

It seems this company is in the running to acquire CFT Brands in the US. This is an excellent allocator. If they can do this acquisition, they should break to new highs. Dividend yield of 0.5%.

Price:
$62.150
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2016-08-19 TOP PICK Ceapro-Inc.
CZO-X
Jason Del Vicario

Growing their top and bottom lines very well and are in a very, very interesting space. What he likes most is that their technology is patented, so they are able to license it out and collect royalties, as well as producing the products.

Price:
$1.990
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2016-08-19 TOP PICK Data-Communications-Management
DCM-T
Jason Del Vicario

This is a “value” pick. Trading at about 4X earnings. They went through an extensive restructuring earlier in the year. However, coming out of this restructuring, they got an excellent CEO, who has not only agreed to stay on to see the company through the next phase of their restructuring, but also made a significant investment in the company. Revenues have not been increasing at a rate he would like. Some of their business is related to areas that are perhaps declining. A negative overhang would be an impending postal strike. If they are able to continue with the restructuring and pay down the debt, he could easily see the valuation north of $10.

Price:
$3.700
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2016-08-19 TOP PICK Intertain-Group
IT-T
Michael Smedley

A very unusual situation. It has gone through an interesting renovation with a new management, after the 1st management created lots of acquisitions, boosted the sales line up to about $500 million. A very serious social gambling type company. The newcomers are 2 Brits who have come out from the very much bigger British sector. They are going to take it back to the UK where it should belong, where it will stand out as the great gaming company for the ladies mainly. (Bingo)

Price:
$11.090
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-08-19 TOP PICK Nintendo-Company-Ltd.
NTDOY.PK-OTC
Michael Smedley

This is augmented reality as opposed to virtual reality. If they are going to monetize Pokémon, the company is going to make an absolute fortune. Dividend yield of 1.05%.

Price:
$0.010
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-08-19 TOP PICK Spin-Master-Corp
TOY-T
Michael Smedley

This was created 20 years ago by 3 extraordinary University boys. They have expanded the company and it has his own internal developers, and they work in close unison with companies like Disney (DIS-N). It is in an expansion mode globally now, which in a sense is cutting out middlemen.

Price:
$28.150
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-08-18 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
Michael Simpson, CFA

Global asset manager.  They manage hard assets such as real estate or power infrastructure assets.  They have a number of subsidiaries in South America.  All those fees flow back up to this company.  8% cash flow yield.  The dividend will grow over time.  12-15% ROI targeted in aquisitions. 

Price:
$44.050
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2016-08-18 TOP PICK Cigna-Corp.
CI-N
Michael Simpson, CFA

Health care insurance space, global.  A company wanted to buy them and it was rejected by the US government, but they have until next April for the deal to go through.  14 times earnings.  They help companies save money.  Once the deal does close, or doesn’t, they will have the ability to raise the dividend.

Price:
$132.620
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2016-08-18 TOP PICK Costco-Wholesale
COST-Q
Hap (Robert) Sneddon FCSI

It is a cross between consumer discretionary and pure retail.  He has a tight stop on it.  They have protected their margins and have decided to expand internationally. 

Price:
$167.750
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
No
2016-08-18 TOP PICK Emera-Inc
EMA-T
Hap (Robert) Sneddon FCSI

It is volatile but there is a base and then a nice trend line.  They may have to issue some more equity and if they do he would decide if it was going to push the stock down.  A great regulated business.  Nice dividend.  Weakness in earnings is due to some short term stuff.

Price:
$48.330
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2016-08-18 TOP PICK Fairfax-Financial
FFH-T
Hap (Robert) Sneddon FCSI

Fantastic business and management.  It is pretty volatile, but we see a nice long term trend.  Management has a better vision around the world than most of us do. 

Price:
$725.010
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2016-08-18 TOP PICK Transcontinental-Inc.--A-
TCL.A-T
Michael Simpson, CFA

Printer.  The news paper industry is maturing so they diversified into flexible packaging.  5 times cash flow, 8 times earnings.  Decent 5 year dividend growth rate. 

Price:
$18.580
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
Showing 1 to 30 of 22,817 entries
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