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
2016-04-29 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
2016-04-27 TOP PICK AutoCanada-Inc.
ACQ-T
Mike S. Newton, CIM FCSI

If you were to chart out oil prices against this name, you would see quite a bit of a correlation, because this is looked at as being a Western company. Thinks this is all baked into the price. Dividend yield of 4.69%, and the balance sheet is sufficient enough to cover that in the near term.

Price:
$21.330
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-04-27 TOP PICK Adobe-Systems
ADBE-Q
Mike S. Newton, CIM FCSI

An interesting discovery for him when he was looking for low volatility names. What attracted him was that they completely changed the way they distributed their business as a subscription model. This makes it much more affordable for smaller businesses and individuals, and also makes strides to eliminate the potential for pirated and illegal copies. Their most recent earnings were really surprisingly good, and the adoption rate was a very, very high.

Price:
$95.640
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-04-27 TOP PICK Comcast-Corp
CMCSA-Q
Mike S. Newton, CIM FCSI

Had great earnings last night and the stock popped. They continue to deliver incredibly good growth rates. The Universal Pictures division has a great slate of movies coming up. Has low volatility combined with a pretty good dividend of 1.79%. There was news that they might be trying to acquire DreamWorks for $3 billion, about 2% of Comcast’s market cap.

Price:
$61.300
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-04-27 TOP PICK Diversified-Royalty-Corp.
DIV-T
Fabrice Taylor

Owns Mr. Lube, Sutton Realty and Fran Works a restaurant group. Fran Works is heavily concentrated in Alberta, so sales are weak. It has driven the stock price down creating a 10% dividend yield. If oil prices continue to improve, even slowly, sentiment will improve. If investors in one year decide that they’ll accept an 8% dividend yield from the stock and the dividend doesn’t change, you are looking at a 35% upside. 10% on the yield and 25% on the stock. They are diversifying away from these 3 royalties. Dividend yield of 9.51%, and he would recommend the DRIP.

Price:
$2.300
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-27 TOP PICK Fitbit-Inc
FIT-N
Fabrice Taylor

A very, very interesting product. Fitness and wearables is a big thing. Trading at about 12X forward earnings. Not a low risk proposition, but they are making money and have $3 a share in cash. An interesting speculation.

Price:
$17.880
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-27 TOP PICK Helius-Medical-Technologies
HSM-T
Fabrice Taylor

Makes a medical device called the PONS, which appears to dramatically improve the results of therapy for people with brain injuries. They are in an FDA 3rd round right now. Results will probably be out in Q3. If results are positive, the stock will multiply, if not the stock is going to get crushed.

Price:
$1.580
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-26 TOP PICK Air-Canada--B-
AC-T
Jerome Hass

*LONG* (Pairs trade with a Short on Air Transat (TRZ-T). It’s not so much that he likes this company, but he wants to hedge out some of the industry specific risks such as jet fuel prices, weather, regulations.

Price:
$8.390
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-04-26 TOP PICK Callidus-Capital-Corp
CBL-T
Jerome Hass

The only listed asset back lender in Canada. When people hear they are lending to distressed companies, it makes them nervous. It is easy to paint a bearish case. It bottomed out at about $7. Just announced a substantial issuer bid. He likes the downside protection. There is $14 of substantial issuer bid for it, and on top of that the CEO has said that if the share price doesn’t reflect the underlying fundamentals, he is going to take the company private at year-end. A newly released independent valuation report indicated it is worth $18-$22. He likes the downside risk. Dividend yield of 5.07%.

Price:
$13.840
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-04-26 TOP PICK Discover-Financial-Services-LLC
DFS-N
John Stephenson

This is a direct bank as well as a card business. Very, very strong earnings growth. Also, have a strong loan growth. Really a top pick in the financial services sector. Attractively valued. Cheap and very good growth. Dividend yield of 1.96%.

Price:
$57.070
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-26 TOP PICK Guess-Inc
GES-N
John Stephenson

*SHORT* This company is really struggling. A retailer whose operating profit has declined annually by 24% in the past 3 years. Revenue has declined by 6%. Predominantly a denim company that does jeans. Denim essentially is in decline. The demographic they cater to is predominantly young people, 18-30 year olds, who have essentially been hurt the hardest by the slowdown in the economy. Dividend yield of 4.89%.

Price:
$18.420
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-26 TOP PICK Constellation-Brands-Inc
STZ-N
John Stephenson

Liquor and wine. The wine businesses are where they are starting to rip. They are one of the largest liquor distributor and consumer package companies out there. This is growing at 5% versus beer companies at 1% or 2%. Also, owns some very interesting beers. The wine is where they are really getting the pickup, because millennials are starting to want it, and there is a real move in wine sales. Yield of 1.02%.

Price:
$156.250
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-04-26 TOP PICK Tucows-Inc.
TC-T
Jerome Hass

This has 2 businesses. Domain registrations and reselling of mobile phone services. In the mobile phone selling, they specialize in doing customer service themselves. As an offshoot of that, they have launched a 3rd business, high-speed Internet to non-urban locations in the US. Trading at a reasonable valuation with a growth profile and generates a lot of cash flow. Bought back over 50% of their shares since 2007.

Price:
$31.050
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-04-26 TOP PICK Transat-A.-T.
TRZ-T
Jerome Hass

*SHORT* (Pairs trade with a Long on Air Canada (AC-T). This has razor thin margins, so any little hiccup can throw them into losses. Last quarter there was warm weather, the currency, a threat of pilot strikes, Zika mosquitoes. Had very ugly Q1 numbers. Management indicated Q2 was going to be ugly as well. Everyone is putting capacity on this summer for Europe, which he doesn’t think will bode well for them. To hedged this out, he has a Long on Air Canada.

Price:
$8.190
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-04-25 TOP PICK A-Comment----General-Comments-From-an-Expert
A Commentary
Paul Tepsich

Government of Canada Bond 3.5% maturing 12/1/2045.

Price:
$0.020
Subject:
Canadian Small-Mid Cap & Fixed Income
Bias:
BEAR
Owned:
Yes
2016-04-25 TOP PICK Athabaska-Oil-Sands-Corp
ATH-T
Paul Tepsich

7.5% bond maturing Nov 19/17. Probably one of the only exploration/production companies on the continent that is in a net cash position. It will have about $900 million in cash when they do the Murphy Oil joint venture, and have about $800 million of debt. The bond is worth $550 million. More senior to it is a bank debt of about $250 million. The $250 million debt matures after the bond in 2019, which is not a position that bankers usually like. The loan has a “springing” maturity, which means if any of the bonds are outstanding 6 months before they are due, the bank debt becomes due immediately. The company likes the bank debt which has a very attractive terms. Thinks the company is going to do a combination of paying down all this bond and maybe refinance with the new bond for $150 million.

Price:
$1.180
Subject:
Canadian Small-Mid Cap & Fixed Income
Bias:
BEAR
Owned:
Yes
2016-04-25 TOP PICK Clarke-Inc.
CKI-T
James Rife

They did a good job    Management owns a big chunk and they have a lot of cash.  They had a lot of buybacks over the last year.

Price:
$9.550
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2016-04-25 TOP PICK Canexus-Corp
CUS-T
Paul Tepsich

A chemical company. Waiting for approval of a merger with Superior Plus (SPB-T). This is an all share deal. Once the regulators approve this, shareholders will end up with .135 shares of superior for each share they own. Trading at a 15% discount right now. Thinks there is huge upside synergies once the 2 companies are merged. Dividend yield of 2.84%.

Price:
$1.400
Subject:
Canadian Small-Mid Cap & Fixed Income
Bias:
BEAR
Owned:
Yes
2016-04-25 TOP PICK Gamehost-Inc
GH-T
James Rife

Discretionary name, casinos in Alberta.  The stock is only up about 20 from the lows.  Management owns about 48%.

Price:
$10.550
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2016-04-25 TOP PICK Information-Services
ISV-T
James Rife

Land registry service.  This is a great way to play Saskatchewan in a rebound.  If you are too early you are safe as it is a long term asset. 

Price:
$14.710
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2016-04-22 TOP PICK Birchcliff-Energy-Ltd.
BIR-T
Josef Schachter

Super low cost gas producer. $.31 off costs and $.31 processing costs. $.10 for royalties. $.70-$.80 total costs. At $1.50 gas, they make money. They have a massive reserve life, 24 years of proven reserves, 39 years of 2P reserves. They are going to produce about 40,000 BOE’s a day this year. Net CapX will be less than cash flow, $1.28 versus $1.43. Last year they did a cash flow of $1.06 and thinks they will do under $1 this year. This is a Buy on any weakness.

Price:
$4.770
Subject:
OIL & GAS
Bias:
BEARISH on ENERGY
Owned:
No
2016-04-22 TOP PICK Gran-Tierra-Energy-Inc.
GTE-T
Josef Schachter

Colombia producer. 28,000 barrels a day. They should do $.35-$.40 a day in cash flow this year. Balance sheet is very strong with $90 million of cash. They are going to be an acquirer. Just made 2 acquisitions at the end of last year. Fabulous balance sheet.

Price:
$3.750
Subject:
OIL & GAS
Bias:
BEARISH on ENERGY
Owned:
No
Showing 1 to 30 of 22,346 entries
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