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
2016-12-07 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Brian Madden

He has been buying on weakness.  It is a great secular growth story in any space.  They are the leading convenience and gas station operator on two continents.  High 20’s ROE, mid teens multiple.  Great acquirers.  CST brands is the biggest acquisition in their history.  (Analysts’ Target: $78.36)

Price:
$61.590
Subject:
CANADIAN EQUITIES & FIXED INCOME
Bias:
BULLISH
Owned:
Yes
2016-12-07 TOP PICK CitiGroup
C-N
James Thorne

This is cheap compared to tangible book. Investors should be looking at things that have been left behind and are cheap. Don’t buy the rich ones, buy the cheap ones. This is trading at a tangible book of about .75, and has a long way to go. You can buy this below where it was in the middle of 2015. It is about to make a 52-week high and break out. Dividend yield of 1.1%. (Analysts’ price target is $59.70.)

Price:
$59.060
Subject:
US DIVIDEND
Bias:
BULLISH
Owned:
Yes
2016-12-07 TOP PICK Manulife-Financial
MFC-T
Brian Madden

Canada’s largest life insurance company.  They are in Canada, the States and Asia.  Rates going higher is an advantage to them.  It trades at about 1.1 times book value.  The 10% return on equity is not priced properly into the stock.  (Analysts’ Target: $24.03)

Price:
$23.690
Subject:
CANADIAN EQUITIES & FIXED INCOME
Bias:
BULLISH
Owned:
Yes
2016-12-07 TOP PICK Magna-Int-l.--A-
MG-T
Brian Madden

It has been doing quite well recently.  They are largest auto parts manufacturer in Canada, but have well balanced exposure to North America, Europe and Asia.  It is a play on the continuation of the auto parts cycle.  It trades at under 8 times earnings with peers closer to 12.  (Analysts’ Target: $64.52)

Price:
$60.830
Subject:
CANADIAN EQUITIES & FIXED INCOME
Bias:
BULLISH
Owned:
Yes
2016-12-07 TOP PICK MacQuarie-Infrastructure-LLC
MIC-N
James Thorne

A “steady Eddie” infrastructure play. It does airports with de-icing and provides the planes with food. It owns oil storage, some wind farms and some utilities. Dividend yield of 6.26%. This is a stock that you don’t have to worry about. (Analysts’ price target is $94.80.)

Price:
$82.970
Subject:
US DIVIDEND
Bias:
BULLISH
Owned:
Yes
2016-12-07 TOP PICK Tahoe-Resources
THO-T
James Thorne

He likes to buy things when there is a lot of fear. 6 months ago everybody liked gold and silver, and now everybody hates it. Gold and silver made new lows, but the stocks didn’t. He thinks there is a cycle low being put in. These companies now are implementing technology, and are becoming much more efficient, so their operating leverage is much higher. Dividend yield of 2.37%. (Analysts’ price target is $23.45.)

Price:
$13.300
Subject:
US DIVIDEND
Bias:
BULLISH
Owned:
Yes
2016-12-06 TOP PICK American-International-Group
AIG-N
Brian Acker, CA

You are getting the big insurance companies emerging. The market is communicating, through his model price, that it likes the balance sheet. This is the highest valuation it has been in 8 years. Dividend yield of 2%. (Analysts’ price target is $66.24.)

Price:
$64.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2016-12-06 TOP PICK Birchcliff-Energy-Ltd.
BIR-T
Mason Granger

All 3 picks have recently done fairly transformative acquisitions. He wants to own companies that have institutional following and access to capital markets and could do smart acquisitions at the bottom of the cycle. A natural gas producer and has a Pouce Coupe asset. His issue historically has been that they have always had too much debt, but they did a $625 million acquisition of a Gordondale asset that is contiguous to their Pouce Coupe asset. The 2 fit together really well. It has the effect of lowering the decline rate, and he thinks has increased the cash flow profile. They also brought down their balance sheet leverage. Has a five-year growth plan in place that is entirely funded by internally generated cash flow. He can see this being in the mid-teens by next year. Dividend yield of 1.04%. (Analysts’ price target is $12.35.)

Price:
$9.620
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2016-12-06 TOP PICK CitiGroup
C-N
Brian Acker, CA

In the last 4 years, the Fed has been restraining the banks from even increasing their dividend. If the banks do well, America will do well. This is a long-term secular story. There is a lot of runway in terms of expansion of their earnings if interest rates go up and they can re-lever their balance sheets. Dividend yield of 1.11%. (Analysts’ price target is $59.70.)

Price:
$57.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2016-12-06 TOP PICK Spartan-Energy-Corp
SPE-T
Mason Granger

All 3 picks have recently done fairly transformative acquisitions. He wants to own companies that have institutional following and access to capital markets and could do smart acquisitions at the bottom of the cycle. Recently did an acquisition of some assets from Arc Resources, about 7500 barrels of 98% oil in Saskatchewan. The assets fit perfectly into the company. It also brings them through that 20,000 barrels a day threshold, which opens the company up to a broader universe of institutional portfolio managers. (Analysts’ price target is $4.60.)

Price:
$3.070
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2016-12-06 TOP PICK Whitecap-Resources
WCP-T
Mason Granger

All 3 picks have recently done fairly transformative acquisitions. He wants to own companies that have institutional following and access to capital markets and could do smart acquisitions at the bottom of the cycle. This does about 50,000 barrels a day, 80% weighted towards oil. Recently did an acquisition of some very low decline assets. They also have a little bit of hedging in place. Feels they have one of the most sustainable dividend profiles of the group. Dividend yield of 2.34%. (Analysts’ price target is $13.89.)

Price:
$11.960
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2016-12-06 TOP PICK Exxon-Mobil
XOM-N
Brian Acker, CA

Trump is interviewing the CEO for Secretary of State. This is the best managed company globally. It didn’t get beat up like a lot of company oil stocks. Going forward this is a great valuation. Dividend yield of 3.45%. (Analysts’ price target is $89.50.)

Price:
$87.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2016-12-05 TOP PICK Anthem-Inc
ANTM-N
Alex Ruus

This has been a long term holding for him, and has done really well owning it. He took some profits about 1.5 years ago during the merger mania, when this company announced its merger with Cigna, and since that time you can see the peak, and the stock has tailed off until just recently. The Obama administration were really pushing back against mergers, and there is a much better prospect that the mergers will go forward. The stock is really cheap trading at 12X earnings, and it should trade closer to a market multiple. Dividend yield of 1.8%. (Analysts’ price target is $155.88.)

Price:
$144.090
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-05 TOP PICK CASH
CASH
Stephen Groff

Downside protection is very important.  He only invests in equities he believes in and that have a good risk/return profile.

Price:
$0.010
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2016-12-05 TOP PICK Freehold-Royalties
FRU-T
Alex Ruus

An oil/gas royalty company, one of the larger ones in Western Canada. Trading at a discount to its closest comparable, PrairieSky (PSK-T). Dividend yield of 3.43%, and he thinks it could increase next year. (Analysts’ price target is $15.61.)

Price:
$13.990
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-05 TOP PICK Magna-Int-l.--A-
MG-T
Alex Ruus

Great, long term chart. Had a pullback over the last 18 months. A great time to get involved. Trading at around 7X earnings. The #2 auto parts company globally. A real innovative company that continues to grow through thick and thin. Cheap. Great balance sheet. Buys back stock. Dividend yield of 2.39%, and you will probably see an increase in the next quarter. (Analysts’ price target is $64.52.)

Price:
$56.530
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-05 TOP PICK Store-Capital-Corp.
STOR-N
Stephen Groff

They are a triple net lease company.  They buy where there is little competition.  They earn high cap rates.  They require that the tenant is profitable.  Their occupancy levels are very high.  He was the first investor ever to visit them.  He likes them as a dividend company and as a compound cash per share company.  It normally falls below the radar.

Price:
$0.000
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2016-12-05 TOP PICK Walgreen-Boots-Alliance
WBA-Q
Stephen Groff

[See Past Picks]  They have a lot of partnership agreements that will kick in shortly.  They are renovating an enormous number of stores.  They are doing a better job of understanding SKU by SKU profitability.  They are driving traffic.  They are doing all of this to offset margin compression.

Price:
$85.000
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2016-12-02 TOP PICK Badger-Daylighting
BAD-T
Fabrice Taylor

Oil and gas activity is only about 40% of their business. That 40% should probably grow because we are seeing more activity. Their construction business is pretty steady at this stage. Also, there is a different angle on this. There is a massive Short position with 37 million shares outstanding, and 10 million of them are sold Short. Every day that the stock goes up, there is more agony for them. There are not a lot of Sellers, because it is very institutionally held. Dividend yield of 1.23%. With any luck, the stock could go to $40. (Analysts’ price target is $31.74.)

Price:
$32.300
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-12-02 TOP PICK BCE-Inc.
BCE-T
David Cockfield

Good company, good dividend, good yield, solid record, and the stock has come off almost 10%. This gives you a yield and a tax dividend credit that you can’t get anywhere in the fixed income market. A safe stock. Dividend yield of 4.76%. (Analysts’ price target is $62.39.)

Price:
$57.370
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-12-02 TOP PICK Ceapro-Inc.
CZO-X
Fabrice Taylor

A biotech company, but they produce materials from oats. CEO is very impressive. Biotechs sometimes scares people, because they think they don’t make any money. This one actually makes money and is very profitable. They do 70% gross margins. Trading at about 12X earnings, and yet there is significant upside. The new plant can do 10X the revenue they currently do, so there is no CapX. As they fill the capacity use in that plant, it is going to be a free cash flow play. They are also testing different uses for the compound. Currently being used by Aveeno, but are also doing trial testing for combating high cholesterol. You are getting the stock for a very low multiple. Has $10 million cash in the bank.

Price:
$1.420
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-12-02 TOP PICK Colabor-Group-Inc.
GCL-T
Fabrice Taylor

This is a food distributor, and is a turnaround idea. In a turnaround, there are a few things he likes to see. 1.) It should be a really simple business, because he doesn’t want some tech company that could be supplanted by something else. The company distributes food to restaurants and grocers, very simple and easy to understand. 2.) He also likes a long history, because then you could look at past financials and figure out where it might go. The stock price used to be much higher, $12, and now $1. 3.) 3.) Signs of improvement. Their business got hurt because they acquired debts, bought businesses, and didn’t pay attention to their margins which got crushed. We have now seen 2 quarters of improving margins. There has been a rights issue to fix the balance sheet to pay off some debt. They brought in an insider, someone with an impeccable 25-year track record in that business, which put $5.5 million of his own money into the rights issue. (Analysts’ price target is $0.95.)

Price:
$1.380
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-12-02 TOP PICK Toronto-Dominion
TD-T
David Cockfield

He was a little disappointed in their last result. The Canadian results were a bit soft. His disappointment was that the US numbers weren’t better, but thinks they are going to get better. The US regulatory climate looks like it is going to get better. Dividend yield of 3.47%. (Analysts’ price target is $65.43.)

Price:
$63.320
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-12-02 TOP PICK Vermilion-Energy-Inc
VET-T
David Cockfield

This is a strange one. It is a Canadian company, but the majority of assets are in Europe and off Ireland’s coast. It’s not North America so you don’t have some of the problems there. Runs a very tight shop in Europe. They’ve managed to keep their balance sheet in good shape. With higher oil prices, that is just going to add. The dividend yield of 4.62% looks safe. (Analysts’ price target is $57.50.)

Price:
$55.880
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-12-01 TOP PICK Bank-of-America
BAC-N
Ross Healy

He likes the US banks across the board. This is trading at about its nominal Book Value, a discount to what he would call his Fair Market Book Value. It has huge upside potential, and he thinks that potential is going to grow under the Trump administration. Dividend yield of 1.37%. (Analysts’ price target is $20.07.)

Price:
$21.500
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-01 TOP PICK Chicago-Bridge--and--Iron-Co.
CBI-N
Ross Healy

Essentially an infrastructure stock with about 60% of their business focused on energy, of which LNG is a big part. They also do a lot of general infrastructure work. The stock is cheap. Dividend yield of 0.83%. (Analysts’ price target is $36.08.)

Price:
$33.680
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-01 TOP PICK Fairfax-Financial
FFH-T
Colin Stewart

This has come off quite a bit recently, giving investors an opportunity to buy a high quality, global property/casualty insurance business. It is firing on all cylinders. For a long time, they’ve had an incredible long-term track record, but for the last number of years returns haven’t been as good. You have the insurance business operating at low 90%-91% combined ratio, so they are earning a lot of money there. Recently took off a lot of their equity hedges and got out of a lot of their bonds just before the election. There are now in an enviable position where they can redeploy their huge amount of cash into higher yielding investments. Trading at close to BV. Dividend yield of 2.28%. (Analysts’ price target is $764.97.)

Price:
$637.600
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-01 TOP PICK Manulife-Financial
MFC-T
Ross Healy

This is definitely a beneficiary if bond yields go up. They’ve had some lovely earnings. This is basically a global company that happens to be headquartered in Canada. It will be a beneficiary of rising interest rates. Dividend yield of 3.13%. (Analysts’ price target is $24.03.)

Price:
$23.440
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-01 TOP PICK StorageVault-Canada
SVI-X
Colin Stewart

Management are very astute investors in the sector of storage. Not a cheap stock, trading at a fairly low cap rate. For public storage units, all the trends are going in the right direction. People living in smaller spaces like condominiums with less storage space available, people accumulating more and more junk over time. This is a leader in Canada and they are consolidating and growing. Dividend yield of 0.85%. (Analysts’ price target is $1.47.)

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-01 TOP PICK Wells-Fargo
WFC-N
Colin Stewart

He likes the US banks. This one, in particular, has lagged the group because of some of the problems they had earlier this year. Trading at a pretty reasonable valuation multiple. As interest rates move up, the net interest margins are going to expand significantly. Doesn’t think people appreciate how much earnings upside these banks have if net interest margins normalize. Over the next few years, there could be 50%+ upside on earnings per share. It is only trading at 12.5-13 times earnings. Dividend yield of 2.8%. (Analysts’ price target is $53.10.)

Price:
$54.340
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
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