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
2017-05-19 TOP PICK ASA-Ltd.
ASA-N
John Petrides

He typically avoids mutual funds and prefers individual stocks, but as a closed-end fund, this has a limited number of securities. It is a basket of the gold miners. Owning gold in this environment with the heightened geopolitical risks, prepares your portfolio for the unexpected. Owning gold miners makes a lot of sense. As a closed-end fund, there are limited shares, and the fund will move up and down at a premium or discount to its NAV. Right now, this is trading at a 9% discount to its NAV. Closed end funds uses leverage to enhance its value, but this fund does not use any leverage.

Price:
$12.160
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-05-19 TOP PICK Becton-Dickinson
BDX-N
David Driscoll

This started a long time ago making syringes and needles, and that’s pretty much been their core. It’s all consumables in the hospitals, etc. Just made a recent acquisition of CR Bard (BCR-N) in the urology business. Both companies generate consistently growing free cash flows. There’s a 10% bump to the dividend every year. This merger is going to give them some debt that should be paid off within the next 2 years. He likes the company at this price.

Price:
$184.130
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-05-19 TOP PICK Dassault-Systemes
DSY-FP
David Driscoll

This is artificial intelligence. It is 3-D CAMCAD technology for both the Procter & Gambles as well as carmakers. It’s all designs. So if you have an idea, you run the design simulation 3000-4000 times, and it will spit out the right way to do it, create the supply chain, make any changes, and then off they go. The company has been growing at 15%-20% profitability. They are #1 in their segment and are growing nicely quickly. The dividend increased 14%, which is double the historic average for the global market.

Price:
$0.000
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-05-19 TOP PICK Helmerich--and--Payne
HP-N
John Petrides

Down 25% year to date. Energy was the best performing sector in 2016, and has been the worst to start. The largest land driller in the US. They have more cash than debt on the balance sheet. In 2015, they finished a multi-year CapX upgrade cycle to all their rigs. They are going to market with the most technically advanced and updated rigs and picking up tremendous market share. At 12.5X cash flow, with the balance sheet and the dividend, this is a very good buy. 4.5% dividend yield.

Price:
$60.040
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-05-19 TOP PICK Littelfuse-Inc.
LFUS-Q
David Driscoll

A Chicago-based company that makes fuses. What came out of their earnings call recently, because their earnings are up about 15%-20%, is that when electric cars start to make their appearance, that will increase the number of fuses by roughly 35%. In the meantime, the smaller that semiconductors in smart phones get, the more fuses that have to be used, and the demand is there.

Price:
$158.330
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-05-19 TOP PICK Qualcomm
QCOM-Q
John Petrides

In a scrap with Apple (AAPL-Q), which they go through every 3 years. If not Apple, it’s Samsung, Motorola, Nokia, etc. They have tremendous cash and a balance sheet to support whatever the outcome may be. Trading at 11X earnings and a near 4% dividend yield. They’ll benefit from cash repatriation if Trump is able to pass through his tax reform. There are also 2 other stimuli. 1.) You are about to begin a five-year upgrade cycle by the wireless carriers, which this company will be a beneficiary from. 2.) They bought NXP Semiconductors, which gives them foray into the car market, as well as the chip that is embedded in your credit card.

Price:
$57.670
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-05-18 TOP PICK BCE-Inc.
BCE-T
David Cockfield

He loves the dividend. The last time he recommended this was when it was $58. It ran up to $63 and is now backing off. If it gets down to $60, this is a slam-dunk. They seem to have absorbed Manitoba Tel without too much trouble. If you want a nice dividend, why go any further than this? 4.76% dividend yield.

Price:
$60.260
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-05-18 TOP PICK Brown-Forman
BF.B-N
Matt Kacur

A great company. Some of their brands are Jack Daniels and Finlandia. Staples is probably a good place to be at this moment. It has been doing well as long as he can remember. Fantastic Return on Capital at 19% for over 9 years.

Price:
$52.580
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-05-18 TOP PICK iShares-N.A.-Technology-ETF
IGM-N
David Cockfield

This is the Tech sector in the US. It is a way to get on that train and ride it just as long as you want. The chart has a steady, upward move. There are a few dips here and there, but any time it does dip, that is a buying opportunity.

Price:
$143.730
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-05-18 TOP PICK Richards-Packaging-Income-Fund
RPI.UN-T
Matt Kacur

Glass and plastic packaging. Does a lot of pharmaceutical type packaging. This has had 13 years of 25%+ return on invested capital. A really strong balance sheet.

Price:
$29.230
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-05-18 TOP PICK TJX-Companies
TJX-N
Matt Kacur

Discount clothing retailer. He really likes this in retail, because a lot of companies are having trouble competing with Amazon. Doesn’t think they will have the same issue. This has 20 years of 20%+ of Return on Invested Capital. The stock got hit this week when they reported earnings.

Price:
$74.480
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-05-18 TOP PICK BMO-MSCI-Europe-High-Quality
ZEQ-T
David Cockfield

The situation in Europe has definitely improved with the French election. Merkel is up 85%. Things seem to be settling down.

Price:
$20.180
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 TOP PICK Abbott-Labs
ABT-N
Cameron Hurst

Healthcare, as a sector, is neutral to tilting positively. Within that though, there are some industry groups that he likes, and some he doesn’t like. This one is in the subsector of medical devices, and is a great diversified player in that space. Their acquisition of St. Jude broadens their business and cardiovascular. Dividend yield of 2.4%. (Analysts’ price target is $48.)

Price:
$43.080
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 TOP PICK CCL-Industries--B-
CCL.B-T
David Baskin

A tremendous allocator of capital. They’ve made some great acquisitions. This is the world’s largest maker of specialty labels. They make banknotes, a very specialized product. Have grown both organically and through acquisitions. Dividend yield of 0.8%. (Analysts’ price target is $337.50.)

Price:
$303.170
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 TOP PICK Cineplex-Inc
CGX-T
David Baskin

When people go to movies, they are not now just going to the movies. Some are going to VIP movies. They are going to the enhanced screens. While it used to be a $20 experience, now you can pay $80. They are also opening up rec rooms where you can spend your money before you even go into the movie theatre. When you go on an airplane, movies are brought to you by Cineplex. They also have advertising. A lot of revenue lines. Dividend yield of 3.1%. (Analysts’ price target is $58.50.)

Price:
$51.940
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
Cameron Hurst

This is a huge company, and the core advertising is still up 17% year-over-year. 66% of ad spending is still off-line. They are getting more than their fair share and focusing on things that matter, such as machine learning, autonomous driving, AI. (Analysts’ price target is $1050.)

Price:
$942.170
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 TOP PICK Magna-Int-l.--A-
MG-T
David Baskin

One of the world’s great auto parts manufacturing companies, with sales of almost $40 billion. A real Canadian superstar. It is way undervalued trading at 7.5X earnings. Whether we end up driving electric cars or gas cars, this company is going to sell a lot of the parts. Strong management. Has diversification across so many different OEMs. Dividend yield of 2.4%. (Analysts’ price target is $53.79.)

Price:
$60.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 TOP PICK Visa-Inc.
V-N
Cameron Hurst

Just bought Visa Europe, so it’s a more complex company now with FX and currency head/tailwinds. You are paying the same price as you would for MasterCard (MA-N), but you are getting more growth. Dividend yield of 0.7%. (Analysts’ price target is $103.)

Price:
$91.760
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-16 TOP PICK Takasago-International
4914-JP
Lorne Steinberg

This is part of the new Japan, which are the great, long term businesses that have figured out how to grow internationally. This company has had phenomenal revenue growth, because they have increased market share in the US, Europe and the rest of Asia. Flavours and fragrances are very high-tech niche businesses. This sells for 13X earnings, and less than tangible BV with double digit earnings growth, revenue growth. In the US, they would be double what they are trading for now. Dividend yield of 1.3%.

Price:
$0.010
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Yes
2017-05-16 TOP PICK BP-PLC
BP-N
Lorne Steinberg

The Macondo Gulf of Mexico disaster is now past and they have taken all the charges. They’ve rebuilt the company. The balance sheet is in very strong shape. With the cost structure where it is, even at these commodity prices, this company is throwing off lots of cash flow. Dividend yield of 6.7% is sustainable at current commodity prices. This is the cheapest of all the major integrateds. (Analysts’ price target is $37.50.)

Price:
$36.240
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Yes
2017-05-16 TOP PICK CGI-Group--A-
GIB.A-T
Christine Poole

A large IT services company. Half their revenues come from outsourcing from long-term contracts. The other half is systems integration and projects. A very well-run company and very global. Half their revenues come from Europe, an acquisition they did in 2012, which had very low margins. CGI improved those margins back to company levels. About 20% is from the US, 50% from Canada, and the rest from Asia. Every few years, they tend to make a large acquisition to expand their geographic scope or a particular vertical they want to be in. (Analysts’ price target is $74.)

Price:
$66.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-05-16 TOP PICK Johnson--and--Johnson
JNJ-N
Christine Poole

A large, global, pharmaceutical company. The primary reason she likes this is that their pharma division is doing really, really well. They’ve had a very successful 5 years, and suspects they have a strong enough pipeline to keep that growth going. Recently acquired a Swiss pharmaceutical company which has leading products in heart disease. AAA balance sheet. Dividend yield of 2.7%. (Analysts’ price target is $130.)

Price:
$127.770
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-05-16 TOP PICK Royal-Bank
RY-T
Christine Poole

She wanted to choose a bank, to show that she likes the banking sector. This has pulled back from the beginning of the year. All the banks had a great year last year, so she doesn’t expect returns of 25%-26%. They have about 25% exposure to the US, and she thinks the US economy is going to grow faster than the Canadian. Acquired City National which focused on high net individuals and commercial loans. Dividend yield of 3.7%. (Analysts’ price target is $101.)

Price:
$93.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-05-16 TOP PICK Xerox
XRX-N
Lorne Steinberg

An amazing company. They recently spun off Conduint, their business process outsourcing business. The new management team is merging the old Xerox document management business with high technology. There has been a slew of new products out, aimed at the largest global companies to the small and midsized businesses. This has always been a big free cash flow generator. It is totally ignored by the street, which is why it is trading for less than 9X earnings. Dividend yield of 3.5%. (Analysts’ price target is $8.25.)

Price:
$7.140
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Yes
2017-05-15 TOP PICK Anthem-Inc
ANTM-N
Alex Ruus

A great story. The stock has done really well over the last 10 years. The 2nd largest health insurer in the US. It helps to deal with some of the escalating health-care costs problems. Generates gobs and gobs of free cash flow. Trading at about 13X next year’s earnings. Dividend yield of 1.4%. (Analysts’ price target is $191.)

Price:
$182.300
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 TOP PICK Bank-of-Nova-Scotia
BNS-T
Bruce Campbell (1)

Canadian banks have all been affected by Home Capital (HCG-T), and this is now back to an average valuation. It is 50% international and 50% Canadian, so you don’t have to worry about the US president doing anything crazy. They are really starting to get their act together in the last few quarters in a couple of the South American countries. The stock has had a 10% pullback, Dividend yield of 4%. (Analysts’ price target is $85.)

Price:
$75.730
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 TOP PICK Enbridge
ENB-T
Bruce Campbell (1)

They have a lot of financing for their huge pipeline in years to come, which sometimes provides an opportunity. They reported last week and had a very small miss on the quarter. They have said they are going to grow the dividend 8%-10% in each of the next 5 years. Dividend yield of 4%. (Analysts’ price target is $63.)

Price:
$54.540
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 TOP PICK Freehold-Royalties
FRU-T
Alex Ruus

Energy prices are slowly gravitating upwards, but we are still probably a year or 2 sideways in oil prices. The key to successful investing is keeping costs low, and you can’t get lower costs than what the royalty companies have. This company has a great portfolio of royalty properties. Dividend yield of 4.3%. (Analysts’ price target is $16.75)

Price:
$14.010
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 TOP PICK Microsoft
MSFT-Q
Alex Ruus

This blue-chip stuff that you want to invest in, in the Tech sector. They are going to connect in market services with Amazon (AMZN-Q). A great balance sheet with tons of cash. Trading at around 18X 2019 earnings. Thinks it still has another 20%-30% to go. Dividend yield of 2.3%. (Analysts’ price target is $75.)

Price:
$68.430
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Bruce Campbell (1)

They made an acquisition, and you have 3-5 years now of run rate. Big synergies and lots of growth coming. If you take out the #407 toll road you get a stock that is now trading at over 13X earnings. For industrial international growth, it is about the cheapest thing out there. The court cases are diminishing and is coming to the point where it is inconsequential. Dividend yield of 2%. (Analysts’ price target is $66.)

Price:
$52.070
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 30 of 23,886 entries
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