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
2016-09-23 TOP PICK Aecon-Group-Inc
ARE-T
Greg Newman

A beneficiary of very rich infrastructure spending at all government levels. Very strong backlog in their energy segment, where a lot of people are staying away because it is a big component of their business. They have nuclear opportunities such as the Darlington win last year. There are a lot of additional opportunities from Candu sites. Has a decent dividend with a very low payout ratio. He models 22% cash flow per share growth each and every year for the next couple of years. This is cheap, relative to its 5-year average. Dividend yield of 2.56%.

Price:
$17.980
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-09-23 TOP PICK Killam-Properties-Inc
KMP.UN-T
Greg Newman

This has an in-line valuation relative to their peers, yet it is growing at around 8% FFO over the next couple of years. A good growth at a reasonable price. Dividend yield of 4.89%.

Price:
$12.250
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-09-23 TOP PICK Medtronic-Inc
MDT-N
John Stephenson

In general he has been cautious on Biotechs, but this is a medical devices company. It is very, very solid. In the next 5 years it should be growing revenues at mid-single digits. Earnings at low double digits. Dividend yield of 1.96%.

Price:
$87.710
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2016-09-23 TOP PICK Quebecor-Inc--B-
QBR.B-T
Greg Newman

They have about 25% wireless growth due to their Spectrum advantages over the incumbents in Québec. That drives the 20% EPS over the next couple of years. The stock is trading cheaper than its five-year average by a wide margin. There is also $500 million of Spectrum licenses that they can monetize on. Dividend yield of 0.45%.

Price:
$39.730
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-09-23 TOP PICK Shake-Shack-Inc
SHAK-N
John Stephenson

*Short* This is a specialty burger restaurant. Danny Myers is the entrepreneur behind it. He has some wonderful restaurants, in New York in particular, but this is his high end burger joint, and it is trading at a ridiculous multiple. The price of eating out has gone up and up, and consumers’ incomes are not going up at the same level.

Price:
$34.950
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2016-09-23 TOP PICK Vodafone-Group-PLC
VOD-Q
John Stephenson

A telecommunications company, essentially in the mobile space. It is basically in the UK, but only 10% of its earnings come from the UK. This is a cash return story. We are in “a lower for longer” environment. This is throwing off close to a 7% yield. As long as it stays flat, you’ve got a pretty good return in an otherwise lacklustre market.

Price:
$29.150
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2016-09-22 TOP PICK D-Box-Technologies
DBO-T
Stephen Takacsy, B. Eng, MBA

The management has been delivering.  It is seats in theatres that move.  No dividend.  They will be supplying 143 systems in China.  They are opening a motion code studio in China.

Price:
$0.680
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-09-22 TOP PICK First-United
FUNC-Q
Benj Gallander

A bank out of Oakland Maryland. It has a pretty good balance sheet. This bank didn’t dilute at all during the recession. Thinks they will start paying a dividend after 2017, and the stock should start to move up.

Price:
$10.400
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-09-22 TOP PICK Innodata-Isogen-Inc.
INOD-Q
Benj Gallander

They do digitalization and deal with technology solutions. Bought this at $2.21 and has a target of over $7. Very nominal debt. Insiders own quite a bit. They are moving into new fields, and he is not sure how successful that will be. Feels management has a pretty good idea of what they are doing.

Price:
$2.230
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-09-22 TOP PICK Logistec-Corp
LGT.B-T
Stephen Takacsy, B. Eng, MBA

Pure infrastructure in ports and environmental services.  They repair water pipes.  Sales are growing at double digit rates.  It has gone up 8 fold in the last 10 years.  It came down last year.  It is a great time to accumulate it.  A very well managed company.

Price:
$34.530
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-09-22 TOP PICK United-Security-Bancshares-Inc
USBI-Q
Benj Gallander

A small bank located in Alabama with about 20 retail outlets. Great bottom-line and a dividend yield of 0.82%. Clean balance sheet. 6 million shares outstanding, and they didn’t dilute at all during the recession. He can see it doing better than a double from here.

Price:
$9.180
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-09-22 TOP PICK Velan-Inc
VLN-T
Stephen Takacsy, B. Eng, MBA

A classic value play, trading below book value.  World leaders in nuclear valves.  The backlog is growing again.  They buy back their stock regularly below book value.  They may sell the company some day.  Margins should grow significantly in the next few years.

Price:
$16.400
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-09-21 TOP PICK Brookfield-Infrastucture-Partners
BIP.UN-T
Nick Majendie

This fits in with his infrastructure theme. If you want to buy a global infrastructure company, this is the “go to” name. His dividend growth target is 7%-9% a year. FFO growth and cash flow growth of 12%-15% a year for the next few years.

Price:
$43.920
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-21 TOP PICK Enbridge
ENB-T
Nick Majendie

He really likes the Spectra acquisition. The only potential negative is the earnings multiple which is in the almost mid-20s now, so there are some interest rate risks. If you Buy it and tuck it away, you see the dividend grow to the point where it will double in 7-8 years. There is a strong emphasis on renewables, they are the 2nd largest wind producer in Canada. Have done a large joint venture with a French organization.

Price:
$57.910
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-21 TOP PICK goeasy
GSY-T
Bruce Campbell (2)

Financials with a leasing division which leases furniture from their own stores, but also has relationships with 3rd parties. Also, has a financial side of their business for unsecured consumer loans for $1500 to $15,000, which is the area that has really been growing. They are on a nice growth trajectory and have really dialled in their credit provisions and how they are going to manage that. This is trading super cheap. Expects they could earn $3 next year, and the stock is trading at less than 10X earnings. Dividend yield of 2.13%.

Price:
$23.820
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-09-21 TOP PICK Methanex-Corp
MX-T
Nick Majendie

Thinks that this and methanol prices have bottomed out. The largest methanol producer globally. Good volume growth. Methanol prices have just increased a bit in North America. He is expecting good dividend growth and continued buybacks. The upside is decently significant.

Price:
$39.690
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-21 TOP PICK Spin-Master-Corp
TOY-T
Bruce Campbell (2)

Toy producer. It continues to be super innovative. Has huge brand power. Have a number of relationships with different companies such as Star Wars games, Barbie games, etc. This has been growing phenomenally, both organically and by acquisition. Not super cheap, but growing at a phenomenal rate. Insiders own so much of the stock, the float is not very big, so it does tend to be a little volatile. If you can pick a day or week when it is selling down, you get a chance to get into the premier toy company out of Canada. At some point, the stock is probably going to get taken out.

Price:
$30.200
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-09-21 TOP PICK Sleep-Country-Canada-Holdings
ZZZ-T
Bruce Campbell (2)

The Dollarama for the next 5 years in that they are growing their store numbers. Their penetration for population base is not where they want it to be, but want to bring it down so that there are more stores per 100,000 people than there are right now. They continue to grow their sales. Have had 12 consecutive same-store sales growth. The last quarter was double digits, which is really unheard of. They are focusing on their sales process and on accessories. Accessories are higher margin than just the street mattresses. The stock is not cheap, so if you can get it when it pulls back, that would be a great time. Dividend yield of 1.75%.

Price:
$30.990
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-09-20 TOP PICK Deutsche-X-trackers-Harvest-CSI-300-China-A-Shares
ASHR-N
Tyler Mordy

Feels the China story is so important. The market is getting it wrong. Chinese stocks have so many positive benefits in the long term.

Price:
$24.650
Subject:
ETF's
Bias:
BULLISH
Owned:
Yes
2016-09-20 TOP PICK Boardwalk-REIT
BEI.UN-T
Andy Nasr

Trades at a huge discount to replacement value, which he pegs at around $65. Apartments are a defensive asset class and this is a good example. If you are worried about house prices declining in Western Canada, people are going to rent instead of buy. You should see occupancy go up in low income Housing, which is where this company really benefits. 80% of the Net Operating Income comes from Alberta and Saskatchewan, which is why it trades at a sizable discount. Exceptional management team which owns 25% of the company. Dividend yield of 4.5%.

Price:
$49.950
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-09-20 TOP PICK PowerShares-Senior-Loan-Portfolio
BKLN-N
Tyler Mordy

Senior bank loans. They effectively differ from high-yield bonds in that 1) they are higher up in the capital structure and 2) they have a floating rate structure. If you are worried about rising interest rates, this is a way to go. A good comparison would be “junk bonds”. He has liked high-yield bonds for a while and has sold them. He is now moving into this ETF.

Price:
$23.130
Subject:
ETF's
Bias:
BULLISH
Owned:
Yes
2016-09-20 TOP PICK Cigna-Corp.
CI-N
Andy Nasr

A US health insurer provider, one of the largest. There is a pending deal. Aetna (AET-N) (?) wants to buy the company, and it is unlikely that deal gets approved. If the deal doesn’t get approved, the break fee is about $1.5 billion. On top of that, when you look at the cash they can deploy, they are going to have about $10 billion to play with. They can buy back a ton of stock if the deal does not go through. If it does go through, you still get 30% upside. Dividend yield of .03%.

Price:
$131.990
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-09-20 TOP PICK iShares-MSCI-India-ETF-
INDA-US
Tyler Mordy

India is a story that is a little more popular. Everybody can recite the positives such as young demographics, the government led by Modi or the monetary policies. The real thing you want to see in emerging markets is the “triple merit scenario”; falling interest rates, rising currencies and a rising stock market. The way to do that is to get inflation down, and inflation has been a huge problem in emerging markets for a while. India has stuck to the program.

Price:
$0.000
Subject:
ETF's
Bias:
BULLISH
Owned:
Yes
2016-09-20 TOP PICK Nestles
NSRGY-OTC
Andy Nasr

He has shied away from the US consumer staple sector, however he does find good consumer staple opportunities in Europe, and this is an example of a fantastic company. You are getting a mid-single digit free cash flow yield. It is also a company that has optionality. A new CEO is coming in January, and the focus is going to be on cost control and margin improvement. Dividend yield of 2.9%.

Price:
$0.001
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-09-19 TOP PICK Keyance
6861-JP
David Fingold

Manufactures sensors and machine vision systems. Automation is necessary to move to where we are trying to go in in terms of manufacturing quality. A very entrepreneurial company. All their products create tremendous cost savings for their clients. Dividend yield of 0.21%.

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-19 TOP PICK Facebook
FB-Q
Teal Linde

The growth rate is attractive.  35% revenue growth, 26 times earnings.  Typically the PE is higher than the growth rate. 

Price:
$128.650
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-09-19 TOP PICK Inficon
IFCN-SW
David Fingold

Manufactures vacuum metrology equipment. This is gas chromatography and mass spectrometers used for analytical purposes. Their largest single market is semiconductor equipment. They are also the biggest producer globally of leak detection for manufacturing refrigeration equipment, and air conditioners. They also have a business that does real time environmental monitoring. Dividend yield of 3.41%.

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-19 TOP PICK New-Home-Company-Inc.
NWHM-N
Teal Linde

A home builder.  They build $2-4 Million homes.  Newport Beach, California, homes on the coast.  Experienced management.  Their reputation gives them greater success at buying from landowners to develop.

Price:
$0.000
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-09-19 TOP PICK Painted-Pony-Petroleum
PPY-T
Teal Linde

He is bullish on Nat Gas.  Management is proven.  4th largest reserve of all publically traded companies.  You had the first draw down in Nat Gas since 2006 last month.  You just need a normal winter.

Price:
$7.740
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-09-19 TOP PICK Strauss-Group
STRS-IT
David Fingold

An Israeli company in the food business. One of their largest business segments is fresh salads and dip. They are the globe leader in those products. Also, they are the largest coffee brand in Brazil, and one of the largest in Eastern Europe. Those businesses have been growing well organically, and feels that the currency translation affects are behind them. They are also the leader in snack foods and dairy in Israel. Last quarter Israel grew at 4%. It is one of the fastest-growing developed economies in the world. There is tremendous immigration, and they are coming with money and skills.

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 30 of 22,944 entries
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