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
2017-08-22 TOP PICK Avigilon-Corp
AVO-T
Peter Hodson

They finally figured out how to be a public company.  They have now made 7 of 8 quarters.  They are a great company with great products.  (Analysts’ target: $20.00).

Price:
$16.390
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2017-08-22 TOP PICK Bank-of-Nova-Scotia
BNS-T
David Baskin

He likes it for the Latin American operations as they become more and more middle class every day.  (Analysts’ target: $85.00).

Price:
$77.100
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-08-22 TOP PICK goeasy
GSY-T
Peter Hodson

Business is pretty good and growth is impressive.  It is priced at 9 times earnings.  Investors don’t believe the growth or think the improving economy will work against them.  Investors should pay more attention to it.  (Analysts’ target: $40.00).

Price:
$26.180
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2017-08-22 TOP PICK Stella-Jones-Inc.
SJ-T
David Baskin

It is a boring company, making railway ties and utility poles.  You know demand is going to go there.  All they do is make money. 

Price:
$45.300
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-08-22 TOP PICK Trevali-Mining-Corp
TV-T
Peter Hodson

Zinc is at a 10 year high and they just bought two mines.  There is very good leverage.  It will be the 8th largest zinc producer in the world.  (Analysts’ target: $1.90).

Price:
$1.420
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2017-08-22 TOP PICK Vanguard-FTSE-Developed-All-Cap-ex-North-Amer-Idx-ETF.
VIU-T
David Baskin

He has never picked an ETF before as a top pick.  He wants to get some money out of North America.  Europe, Japan and Korea are becoming more profitable.  It saves him analyzing every country in the developed world.  It is a diversification play that gets him away from the US$.

Price:
$26.730
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-08-21 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Fabrice Taylor

It is safe here.  It does not rely on higher oil prices.  Once their project is done they will have a lot more cash to throw around.  The downside does not look too bad. (Analysts’ target: $48.11).

Price:
$38.000
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-08-21 TOP PICK Coloplast-A-S
COLOB-DC
David Driscoll

Colostomy bags.  The demographics are such that gastrointestinal disorders are among the bigger problems dealing with the retirees of the world.  If you get a company this size growing this fast without acquisitions you have a good company.  They have a history of dividend increases.  (Analysts’ target: DKK 553.00).

Price:
$0.000
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2017-08-21 TOP PICK Colabor-Group-Inc.
GCL-T
Fabrice Taylor

It is a turnaround story.  We had three good quarters and then three bad quarters.  The insiders keep buying a LOT of stock.  (Analysts’ target: $1.20).

Price:
$0.950
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-08-21 TOP PICK Open-Text
OTEX-T
David Driscoll

Competes with IBM on business management software.  Artificial Intelligence, data mining and cyber security come into the picture. It is a cheap stock at a price that is worth getting into.  They are becoming a game changer.  (Analysts’ target: $40.00).

Price:
$40.290
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2017-08-21 TOP PICK Stingray-Digital-Group-Inc.
RAY.A-T
Fabrice Taylor

Music on your cable box.  They put up a good quarter recently and raised their dividend.  There is insider trading.  It is going to become a street darling.  It is somewhat illiquid.  (Analysts’ target: $10.00).

Price:
$8.690
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-08-21 TOP PICK Stryker-Corp.
SYK-N
David Driscoll

Comparing them to JNJ-N, SYK-N is blowing them out of the water.  They are doing 3D printers to create products where bone can grow back.  Dividend growth is in the 20% range.  (Analysts’ target: US$156.00).

Price:
$145.130
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2017-08-18 TOP PICK Arc-Resources-Ltd
ARX-T
Norman Levine

Oil and gas company, mostly natural gas, mostly in BC.  A lot of that is explaining why it is acting as it is in the short term.  It has a secure dividend.  The problem is that it is in BC. He likes natural gas.  Buy things when they are beaten up.  They don’t yet pay a dividend and he does not see one until at least 2020.  They will benefit from rising interest rates.  (Analysts' target: $69.50).

Price:
$15.790
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-08-18 TOP PICK Brighthouse-Financial-Inc.
BHF-Q
Norman Levine

It is a brand new company.  It is the retail division of Met Life, who will continue with institutional life insurance.  BHF-Q is doing variable rate annuities and personal insurance.  The stock went down because some sold off the stock they received from the split up because they did not want to be bothered with it.  (Analysts’ target: $69.50).

Price:
$57.450
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-08-18 TOP PICK FedEx
FDX-N
Jon Vialoux

The high shipping season is end of year.  Buy August 27th and sell November 29th(Analysts’ target: $235.00).

Price:
$206.000
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
No
2017-08-18 TOP PICK Goldex-Resources-Corp.
GDX-T
Jon Vialoux

It is 67% cash.  We saw a crack on the price of gold – we cracked the line of resistance.  Seasonal strength is end of July to end of October.  We see early signs of producers outperforming the commodity.  It is a play on volatility, which is seasonal this time of year.  The Indian tax on gold will prevent the bounce in the commodity. 

Price:
$0.000
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
No
2017-08-18 TOP PICK Pentair-PLC--Ireland-
PNR-N
Norman Levine

They are in two main businesses: Electrical and Water solutions.  They are going to split the company in two in 2018.  They have raised their dividend for 40 straight years.  (Analysts' target: $67.00).

Price:
$60.970
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-08-18 TOP PICK Purpose-High-Interest-Savings
PSA-T (Not List
Jon Vialoux

It was a previous past pick.  You sit in cash and look for opportunities. 

Price:
$0.000
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
No
2017-08-17 TOP PICK Cardinal-Energy-Ltd
CJ-T
Bruce Campbell (1)

It is an oversold E&P.  They did a financing that got messed up and then repriced.  The circumstances really floored the stock price.  It has almost a 10% yield, but it is not a red flag.  The issue was at $5.75.  Fundamentals will drive it higher.  (Analysts’ target: $6.75).

Price:
$4.080
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-08-17 TOP PICK Dycom-Industries
DY-N
Gordon Reid

This company is going to do very well over time. Management thinks they can create a runway of 15% growth year-over-year in earnings before interest and taxes. The stock price doesn’t reflect that. We are going to have a wire line plant in the US. It has to happen. Management explains this as a decade long project. (Analysts’ price target is $115.)

Price:
$80.540
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-08-17 TOP PICK Enbridge
ENB-T
Bruce Campbell (1)

It traded at a 5 year high yesterday.  They are raising the dividend 12% through 2020.  Yield and growth.  It has pulled back to a nice entry point.  (Analysts’ target: $62.00).

Price:
$49.610
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-08-17 TOP PICK Honeywell-International
HON-N
Gordon Reid

A premier industrial. Great management and a strong balance sheet. They have about 38%-40% in aerospace. They provide products for the home, as well as to industrial operations. Dividend yield of 1.9%. (Analysts’ price target is $146.)

Price:
$135.850
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-08-17 TOP PICK Morgan-Stanley
MS-N
Gordon Reid

This has sort of reinvented itself over the last couple of decades. It was primarily an institutional house, a fixed income house. Today, 44% of its business is on wealth management platform. Coming off the financial crisis, they bought Smith Barney from City. Putting those together and growing them, they are now a real force in the US in terms of wealth management. Expects earnings to grow 21% this year and 15% next year. Trading at about 1.2X Book, but well worth it. Dividend yield of 2.1%. (Analysts’ price target is $49.50.)

Price:
$45.090
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-08-17 TOP PICK Toronto-Dominion
TD-T
Bruce Campbell (1)

It is safer because of the US exposure.  They have not acted like a 50% American bank.  They probably will raise the dividend in the next quarter.  (Analysts’ Target: $70.00).

Price:
$63.730
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-08-16 TOP PICK Brookfield-Asset-Management--A-
BAM.A-T
Christine Poole

An alternative asset manager with over $250 billion under management. They invest for their shareholders and clients into 4 general areas. Property, renewables, infrastructure and private equities. In those sectors, they are looking for real assets that have a long life that are able to generate a stable stream of cash flow. A very good track record of making money for shareholders and their clients. Globally diversified, so a good opportunity for Canadian investors to get a position in a company that has the relationships and resources to bid on large infrastructure projects. She likes that senior management owns a very high percentage of stock. Dividend yield of 1.4%. (Analysts’ price target is $45.)

Price:
$49.390
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-16 TOP PICK ETrade-Financial-Corp.
ETFC-Q
David Burrows

He wants to benefit from both a long-term bull market in equities and rates going slowly higher over the next number of years. This is one of the first discount brokers. It has a very strong brand in the US. Because the US investor is becoming re-engaged, their growth rate has really picked up over the last year. They’ve grown their brokerage account by 5.7% and trading revenues are up 27% so far this year. They have $50 billion in daily deposits, and as rates go higher, make a higher and higher profit margin on that. This is a consolidating industry, and this company could be a target. (Analysts’ price target is $45.)

Price:
$40.420
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-16 TOP PICK Fortive-Corp
FTV-N
David Burrows

A $22 billion industrial company. Their products are in 3 basic spaces; 1) software and hardware for industrial sensors 2) telematic hardware and software for transportation tracking and 3) tools and components for automation of manufacturing. All pretty attractive if we think there could be spending on automation. Dividend yield of 0.42%. (Analysts’ price target is $67.50.)

Price:
$66.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-16 TOP PICK Home-Depot
HD-N
Christine Poole

She likes home improvement. It is really about US housing, recovery, turnover, the age of the housing stock. All those factors benefit this company. As employment improves and consumer confidence improves, people will spend more on their home. Two thirds of the housing stock in the US is over 30 years old, and about half is actually over 40 years old. They just reported and had good numbers. Dividend yield of 2.3%. (Analysts’ price target is $175.)

Price:
$152.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-16 TOP PICK Rio-Tinto
RIO-N
David Burrows

Recently, over the last few weeks, the US Economic Surprise data has started to improve. There have been lots of great economic reports from around the world over the last few weeks. Japan is growing at over 4% for the 1st time in 20 years. He wants to have exposure to that. Basic materials area is an area that has been in favour since 2011. This company is one of the biggest producers of copper, iron ore, met coal and other commodities around the world. They do not hedge their production, so if prices go up, they benefit. Really prudently managed. Almost no debt. Dividend yield of 6.3%. (Analysts’ price target is $52.66.)

Price:
$45.240
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-16 TOP PICK Royal-Bank
RY-T
Christine Poole

She likes the banking group as a whole. They really haven’t done much this year. The Canadian economy is improving and rates are slowly rising, which is good for net interest margins. Feels the housing market is moderating and softening, but doesn’t see it collapsing. The bank also has exposure to the US through its acquisition of City National with good opportunities for growth. With a rising rate environment, we should see expanding margins. Dividend yield of 3.7%. (Analysts’ price target is $102.)

Price:
$92.960
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 1 to 30 of 24,272 entries
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