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
2017-06-27 TOP PICK CVS-Health-Corp
CVS-N
Lyle Stein

A play on demographics. It’s a cheap stock, trading at 13X next year’s earnings. A free cash generator. A great way to get diversification in a kind of sector we don’t have in Canada. Dividend yield of 2.5%. (Analysts’ price target is $88.00.)

Price:
$80.490
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-27 TOP PICK Enbridge
ENB-T
Ryan Bushell

This stock hasn’t performed this year. About a week ago it got down to about a 5% yield. They did the Spectra acquisition and increased the dividend on the back of that, so it is about a 15% dividend increase year to date. Dividend guidance going forward to 2024 is 10% to 12%. Dividend yield of 4.7%. (Analysts’ price target is $62.)

Price:
$52.750
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-06-27 TOP PICK Northland-Power-Inc
NPI-T
Lyle Stein

Big wind generator in the North Sea. He likes the assets. It started as an alternative energy provider in Ontario and then spread across Canada, followed by a big foray into Europe about 10 years ago. This is now starting to pay off big time. Their 1st wind plant, Gemini, is now generating cash. Nordsee will be generating cash by the end of this year. Just announced a 3rd offshore wind plant that will be coming on in a couple of years. Dividend yield of 4.6%. (Analysts’ price target is $26.50.)

Price:
$23.320
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-27 TOP PICK Toronto-Dominion
TD-T
Ryan Bushell

Banks are trading at 11 to 13 times earnings, which has been their historical range, while grocers are trading at 17 to 18 times earnings. He can’t figure out why the grocery business warrants a 5-point multiple over the banking business given the regulatory structure and the difference in dividend yields. Dividend yield of 3.7%. (Analysts’ price target is $71.)

Price:
$65.260
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-06-27 TOP PICK Teck-Resources-Ltd.--B-
TECK.B-T
Lyle Stein

This has met coal, copper, zinc and oil. People are forgetting the zinc story. Zinc is really, really tight and is just starting out to see a run. 3 years out, copper is going to be very tight. Met coal is $140, and their costs are $90. Dividend yield of 1%. (Analysts’ price target is $37.)

Price:
$21.760
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-27 TOP PICK Vermilion-Energy-Inc
VET-T
Ryan Bushell

A 6% dividend yield on the stock. They didn’t cut their dividend when they converted from an income trust, and didn’t cut it in the downturn of 2015. The dividend is well supported. A diversified asset base, largely in Europe, Australia and a project in Ireland as well as some in Western Canada and Western US. Good disciplined management team. A good allocator of capital. (Analysts’ price target is $58.50.)

Price:
$42.050
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-06-26 TOP PICK Equitable-Group
EQB-T
Stephen Takacsy, B. Eng, MBA

It was caught up in the HCG-T issues.  The short sellers started pouncing on these players.  They secured loans at very low interest rates.  They pre-empted potential contagion in the industry. They are getting so much new business that they can cherry pick their new customers.  It is trading just above book.  (Analysts’ target: $62.00).

Price:
$61.910
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-06-26 TOP PICK Inter-Pipeline
IPL-T
Peter Brieger

This has been a consistent long-term grower. The reason for its recent poor performance is that most of its business comes from transmission to and from the oil sands, which has been in the doldrums. They also have conventional oil and a gas fracing business as well as storage in the UK. There is tremendous potential of long-term leverage in a pickup in the oil sands business, where they have 50% capacity in their pipelines. They are experimenting with looking at propane dehydration, which will eventually lead to the production of plastic, which could be a major growth business. Dividend yield of 6.5%. (Analysts’ price target is $30.)

Price:
$24.940
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-26 TOP PICK K-Bro-Linen-Inc
KBL-T
Stephen Takacsy, B. Eng, MBA

Canadian leader in linen services to hotels and hospitals.  There are high barriers to entry into the industry and they have limited competition.  It is a duopoly in Canada.  They have high margins and good cash flow.  It has pulled back in the last year because they are in a large cap-x program.  It is better valued now considering the future benefit of the cap-x program.  Demographics are behind them.  They have long term contracts with very high renewal rates.  (Analysts’ target: $43.50).

Price:
$39.460
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-06-26 TOP PICK Toronto-Dominion
TD-T
Peter Brieger

He likes their PNC business, the efficient quality of their loans and the efficiency that they are running their affairs. They are very focused on cutting costs and making the whole organization more efficient. The quality of their credit losses is one of the best of the bunch. Also, likes that they can innovate with new marketing, especially in the US. Dividend yield of 3.7%. (Analysts’ price target is $71.)

Price:
$65.210
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-26 TOP PICK Ten-Peaks-Coffee-Co
TPK-T
Stephen Takacsy, B. Eng, MBA

The only one with a chemical free decaffeination process – the Swiss water method.  They are spreading it throughout the world as the chemical process is being banned in more and more countries.  He owns about 7.5% of the company as he accumulates it.

Price:
$6.340
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-06-26 TOP PICK Xylem-Inc.
XYL-N
Peter Brieger

This is water. Given the rise in world temperatures, and given the droughts in specific areas, water is going to be in a major scarcity mode. This company is a major player in that area. They are a very socially responsible company and recognize the problems, and are pouring more and more money into R&D. They are basically working with their customers in a broad range of water usage. They have a global orientation. Trading at 23.5X this year’s earnings which is somewhat expensive, but he is seeing consistent double-digit growth. Dividend yield of 1.3%. (Analysts’ price target is $55.)

Price:
$54.680
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-23 TOP PICK CASH
CASH
James Hodgins

For people who are comfortable Shorting, he would have no problem recommending Shorting a broader ETF of equity markets. Thinks we are in for about a 30% downdraft in equities over the next 12-18 months.

Price:
$0.010
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEARISH
Owned:
Yes
2017-06-23 TOP PICK Klondex-Mines-Ltd
KDX-T
James Hodgins

He likes the gold sector, and thinks it will do well in the downturn. This company is the 4th Canadian domiciled company to enter the Russell 2000, so their investor base is going to increase dramatically. It has the most stable growth in the gold sector, and is trading at about a 20% discount. (Analysts’ price target is $6.13.)

Price:
$4.760
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEARISH
Owned:
Yes
2017-06-23 TOP PICK -Leucrotta-Exploration-Inc.
LXE-X
James Hodgins

He is quite bearish on the broader markets, but the sentiment in the energy sector in Canada has been so negative that he thinks it is undervalued. They have no debt and has 900 prime low-cost Montney drilling locations with significant infrastructure and only about 10% of it is dry gas. CEO owns about 30% of the stock. (Analysts’ price target is $3.25.)

Price:
$1.850
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BEARISH
Owned:
Yes
2017-06-23 TOP PICK Norbord-Inc
OSB-T
David Cockfield

Oriented strand board is the equivalent to plywood, when they put the panels together. The softwood lumber dispute could actually be positive for this company. A lot of their plants are in the US. This is a way to get your toe into the housing market. They just tripled the dividend. Dividend yield of 3%. (Analysts’ price target is $46.50.)

Price:
$39.980
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-06-23 TOP PICK BMO-Low-Volatility-Cdn-Eqty-ETF
ZLB-T
David Cockfield

When he sees markets getting into the patterns they have been lately, this is a package of stocks, low volatility, that seems to do well in rather uncertain kinds of environment. A good fall-back position if you are concerned about markets.

Price:
$30.070
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-06-23 TOP PICK BMO-Covered-Call-Utilities-ETF
ZWU-T
David Cockfield

Had been avoiding the utility area, because he saw the temper tantrum the market went through with the thought that rates were going up in the US. He’s come to the conclusion that interest rates are going to stay low for a lot longer than anticipated. Utility yields are quite attractive, and it is almost impossible to get those kinds of yields out of the fixed income market.

Price:
$14.110
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-06-22 TOP PICK AutoCanada-Inc.
ACQ-T
Paul Harris, CFA

This collapsed when they were buying auto dealerships, integrating them, and supplying technology to their back-office, etc., but they never integrated them, made 14 acquisitions in one year and were primarily in BC and Alberta. New management came in and did a lot of things the old management didn’t do, including reducing the number of acquisitions per year. They are now one of the largest players. Trading at about 11X earnings. They throw off about $40-$50 million of free cash, which they will use to buy a couple of other dealerships. Dividend yield of 2.2%. (Analysts’ price target is $22.)

Price:
$18.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-22 TOP PICK Grande-West-Transportation-Group
BUS-X
Bruce Campbell (2)

They had all these bus orders for Canadian customers.  They were getting trials and then huge orders.  Now they are doing the same thing in the US.  They provide smaller transit busses.  (Analysts’ target: $3.83).

Price:
$2.660
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Yes
2017-06-22 TOP PICK Blackstone-Group-LP
BX-N
Paul Harris, CFA

This is a private equity firm, one of the biggest in the world. They’ve just did a deal for an infrastructure fund for Saudi Arabia. Trading at about 10X on earnings. They are good asset accumulators. Dividend yield of 7.2%. (Analysts’ price target is $36.)

Price:
$33.060
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-22 TOP PICK CVS-Health-Corp
CVS-N
Paul Harris, CFA

Somewhat of a unique company. It is not just a pharmacy. It is a long-term care facility and a consulting firm. The stock has fallen a fair bit. It has a great cash flow yield of about 7%. On the pharmacy side, they had a few issues where same-store sales had gone down a fair bit. The long-term care thing is starting to grow and he can see very good growth there. Dividend yield of 2.5%. (Analysts’ price target is $88.)

Price:
$77.220
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-22 TOP PICK Patient-Home-Monitoring
PHM-X
Bruce Campbell (2)

It has been very loved and hated. They had a huge turn-up in their business.  30% organic revenue growth.  They generate cash and the stock is trading at about 6.5 times.  (Analysts’ target: $0.85).

Price:
$0.475
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Yes
2017-06-22 TOP PICK Westport-Fuel-Systems-Inc
WPRT-T
Bruce Campbell (2)

Clean burning heavy engines. They were a market darling 10 years ago. We are now actually seeing the progression to cleaner fuels such as natural gas. They have a joint venture with Cummins. They also have components. They have sold off non-core businesses.  (Analysts’ target: $3.00).

Price:
$2.980
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Yes
2017-06-21 TOP PICK Capgemini
CAP-FP
Andy Nasr

This is a consulting company, not too dissimilar from IBM and CGI. Located in Europe. They will really benefit from the migration to the Cloud proliferation of data. There is more information needed to be stored, analysed, and eventually consumed. Because this is domiciled in Europe with relatively decent market share, you should see a bit of an uplift as a result of BREXIT. If a company decides to relocate, or eventually they don’t want to deal with political risk or regulatory headaches, they’ll want to migrate more to the Cloud. Dividend yield of 1.6%. (Analysts’ price target is €106.)

Price:
$0.000
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-06-21 TOP PICK CVS-Health-Corp
CVS-N
Gordon Reid

One reason he likes this is that it is out of favour. We always have to gravitate to things that will do well in the future as opposed to what has done well in the past. This is a combination of CVS the drugstore and Caremark, a pharmacy benefits manager. They sell over 1 billion prescriptions a year and have over 10,000 locations in the US. As it stays out of favour, it gets more and more compelling from a valuation standpoint. Based on next year’s expectations of earnings, it is trading at a little over 12X earnings, well below the market multiple. Dividend yield of 2.5%. (Analysts’ price target is $88.)

Price:
$78.160
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-06-21 TOP PICK Masonite-International-Corp
DOOR-N
Gordon Reid

Makes exterior and interior residential and commercial doors. They are in 65 countries around the world. If you are a believer in the increasing home ownership globally, and in the US in particular, and household formations improving and increasing, this company should do well. Their margins are improving, which is always a good thing. (Analysts’ price target is $85.)

Price:
$73.200
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-06-21 TOP PICK Liberty-Global-PLC
LILAC-OTC
Andy Nasr

A cable and mobile phone company, with dominant market share in a lot of Caribbean regions and Latin America. Trading at a very, very deep discount to what he thinks represents fair value. Mobile or broadband penetration in those regions is below 40%-50% in many cases. As network coverage improves, companies like this will really start to bank and mint cash flow. This is controlled by Liberty Global which historically has done a tremendous job of allocating capital and consolidating businesses.

Price:
$0.000
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-06-21 TOP PICK PacWest-Bancorp
PACW-Q
Gordon Reid

A regional bank in the California area with about 80 branches. This has been a serial acquirer. They’ve bought a number of small-cap banks ranging from $200 million-$800 million market capitalization. It is really a commercial lender, both on the real estate side and the business side. Net interest margins are quite healthy at more than 5%. Trading at about 17X earnings. Dividend yield of 4.2%. (Analysts’ price target is $56.)

Price:
$46.750
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-06-21 TOP PICK Priceline.com-Inc.
PCLN-Q
Andy Nasr

A good example of a stock that will benefit from a lot of technology trends of more and more people doing things online. 30% of travel bookings are done online right now, still a relatively low number. The industry is dominated by 2 players, Priceline and Expedia. The estimated P/E of 42X is way too high. Next year’s estimates are closer to 21X, and if you strip out cash, it is actually below 20X. They are going to be able to grow through acquisition, which they’ve done a good job of. (Analysts’ price target is $2040.)

Price:
$1867.780
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 30 of 24,042 entries
<< < 1 2 3 4 5 > >>