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
2017-01-18 TOP PICK Aecon-Group-Inc
ARE-T
Greg Newman

Stumbled a little, giving you an opportunity. Management believes that municipal and provincial spend are really going to kick in later in 2017. Any weakness in oil and gas is outweighed from an increase in oil and gas distribution and from their nuclear refurbishment. Their mining segment is really poised for recovery. He is modelling 24% EPS growth from 2016 to 2018 with a 57% payout ratio. Trading below its five-year average. Dividend yield of 2.94%. (Analysts’ price target is $18.12.)

Price:
$15.650
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2017-01-18 TOP PICK goeasy
GSY-T
Peter Hodson

This helps people finance purchases of furniture and appliances as well as giving short term loans. The short-term loan business is growing really, really quickly, and they get to charge a lot of money to the consumers that have to borrow money. Last year they attempted to make a big acquisition but failed, and they took a $5 million charge to earnings, a very significant hit. However, earnings still grew 41%, and this year will look much, much better, on a stock that is trading at 10X earnings and growing at a very, very rapid rate. Dividend yield of 1.92%. (Analysts’ price target is $32.33.)

Price:
$26.010
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-01-18 TOP PICK High-Arctic-Energy-Services-Inc
HWO-T
Peter Hodson

They have Papua New Guinea operations and Canadian operations. All through the energy downturn, this company kept a clean balance sheet, and most years they had an excess cash position. Last year, they took advantage of it and bought 68 new rigs in Canada. Now the cycle starts to turn. Trading at 8X earnings. Dividend yield of 3.65%. (Analysts’ price target is $6.29.)

Price:
$5.590
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-01-18 TOP PICK Manulife-Financial
MFC-T
Greg Newman

This is really growing well in Asia. He models a 12% EPS. Last quarter was a beat. 9% dividend growth. Still trading below its peers. Trading at 13.1X 2016, which isn’t bad relative to the TSX. Very strong balance sheet. They benefit from really good FX tailwinds to the Cdn$. They’ve taken some recent actuarial charges against their long-term care unit, which should make their quarters quieter going forward. This is an interest rate play, so as interest rates start to go higher, they should benefit. Dividend yield of 3.04%. (Analysts’ price target is $25.83.)

Price:
$24.320
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2017-01-18 TOP PICK Shopify-Inc.
SHOP-T
Peter Hodson

As Amazon (AMZN-Q) is destroying the rest of the retail world, this company is going along for the ride. They facilitate online retailers to use Amazon. They sort of transition a company into Amazon, to help with fulfilment, branding, marketing, searching, etc. Revenues have doubled over the past couple of years and will probably double over the next couple of years. Sitting on $400 million in cash. (Analysts’ price target is $68.41.)

Price:
$58.720
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-01-18 TOP PICK Veresen-Inc
VSN-T
Greg Newman

This has a lot more free cash flow of around 10.7 relative to their peers of 7.1. He sees strengthening in natural gas prices. They have 45% of their product in the US, so they get the big tailwinds of FX. They are building out their midstream operations from 14% to about 24% by 2019. Dividend yield of 7.51%. (Analysts’ price target is $14.09.)

Price:
$13.310
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2017-01-17 TOP PICK Apogee-Enterprises-Inc.
APOG-Q
Jennifer Radman

Glass that goes onto multi-story buildings.  They are involved with the design aspects with architects.  They have a good line of sight of where the market is going and have a nice pipeline of activity ahead of them.  They are running the business quite well.  They grew their margins without really getting any benefit from their end market.  (Analysts’ target: 54.50).

Price:
$55.560
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-01-17 TOP PICK Cardinal-Health-Inc
CAH-N
Jennifer Radman

The healthcare space has been really beaten up since the election started.  They have exposure to drug inflation and the pricing side of things. They are really only one of three distributors of pharma in the US.  They have 8-9% of free cash flow.  (Analysts target: $81.88).

Price:
$75.180
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-01-17 TOP PICK Tricon-Capital-Group
TCN-T
Jennifer Radman

A Canadian company with a lot of exposure to the US.  They have rental, development and individual homes.  She had avoided this space, but there are a lot of avenues across they space for them to grow.  It is a great price compared to their net asset value.  She has owned it for a while and is flat on the position.  They bring in a lot of experts to work with and she thinks that is key.  (Analysts Target:  $12.56).

Price:
$9.730
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-01-17 TOP PICK Teva-Pharmaceutical
TEVA-N
David Dietze

This was close to $70 a share, and currently is at about $34 a share. It could earn $4-$5 in the next 12 months, a very attractive valuation. 60% of their business is generics, and they are the market leader. About half their revenue is coming from emerging markets, and that has to be a growth area. Just acquired about a $30 billion portfolio of generics from Allergan. Dividend yield of 4.02%. (Analysts’ price target is $45.50.)

Price:
$33.750
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2017-01-17 TOP PICK Unilever-PLC
UL-N
David Dietze

He likes this because it is the 3rd largest globally with 57% personal products and 43% consumer food items. If there is any weakening in the dollar, you are going to see this company improve their performance. 50% of revenue is coming from emerging markets, so this is a growth area. Dividend yield of 3.42%. (Analysts’ price target is $36.72.)

Price:
$41.610
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2017-01-17 TOP PICK Exxon-Mobil
XOM-N
David Dietze

The ultimate Trump stock. When the president of the company is nominated to become Secretary of State, that can only benefit the company. If energy goes up, the company wins. If energy goes down, this company is going to perform because they are so diversified across the industry and geographically. Dividend yield of 3.45%. (Analysts’ price target is $89.92.)

Price:
$87.360
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2017-01-16 TOP PICK Air-Canada--B-
AC-T
Jason Mann

It is time to recommend this one.  It has great price momentum and the valuation is cheap – 4 times PE.  It beat on a decent quarter.  The challenge has been their debt load, but it seems they can now leverage their balance sheet.  Discipline has come back into the trade.

Price:
$13.810
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-01-16 TOP PICK AutoCanada-Inc.
ACQ-T
Paul Harris, CFA

This fell apart over several years, simply because they were in BC and Alberta during the hard time. Secondly it is supposed to be a growth by acquisition story and they were buying 2-3 dealerships a year, but 1 year they did 15 dealerships, way too many. Also, they didn’t really integrate their back-office effectively. New management came in and are committed to making only 2-3 acquisitions a year. A good story at these levels, and it should continue to do well. Dividend yield of 1.55%. (Analysts’ price target is $24.25.)

Price:
$25.750
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-16 TOP PICK Blackstone-Group-LP
BX-N
Paul Harris, CFA

The largest private equity firm globally. Trading at 10X earnings. The stock really didn’t move when all the other financials did. They have about $100 billion that they can spend to buy things if things go bad. They were really good buyers of assets all the way from 2008-2009. Have some great assets which have matured and is now time to sell, but they need a strong equity market. When they get this in the next couple of years, they will harvest a lot from the purchases they made. Not expensive. Dividend yield of 5.45%. (Analysts’ price target is $33.83.)

Price:
$30.090
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-16 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Paul Harris, CFA

This has 2 big drugs; Hepatitis C and HIV. The HIV drug is doing very well and continues to grow. The problem with the Hep C drug is that it cures, so revenue is coming down and the market is implying that the decline in revenue is going to be a lot faster. Secondly, the market is giving them no value for their existing HIV drug which continues to do well. They are also not getting any value from the fact that there are still a lot of people with hepatitis C, and they’ll need to use the drug. Zero value is being given to the pipeline even though they have some good products. A fantastic balance sheet with no debt. They have a lot of cash overseas, and if they are allowed to bring this back, there will be benefits. Trading at 7X earnings. Yield of 2.57%. (Analysts’ price target is $94.89.)

Price:
$73.070
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-16 TOP PICK General-Motors-Corporation
GM-N
Jason Mann

It is a play on job growth.  It is extremely cheap and poised to benefit in the cyclical growth environment.  Longer term the valuation is compelling.

Price:
$37.340
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-01-16 TOP PICK Industrial-Alliance-Life-Ins
IAG-T
Jason Mann

He believes we are in a rising interest rate environment and you want to own financials in this environment.  It qualifies in valuation, price momentum and volatility.  He likes MFC-T and it did well as a Top Pick.  He likes all three.

Price:
$55.030
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-01-13 TOP PICK Metlife
MET-N
Stan Wong

He likes the financials in the US. Life insurers are going to benefit the most from rising interest rates and a steepening yield curve. This is the largest US life insurer, and one of the largest financial services companies in the US. A pretty strong global brand, very solid financial balance sheet and a very large distribution network. There is also an easing of the regulatory environment. About 3 months ago, they announced a shareholder friendly $3 billion buyback program. Trading pretty cheap at 10X PE. Dividend yield of 2.95%. (Analysts’ price target is $60.03.)

Price:
$54.310
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-01-13 TOP PICK Purpose-High-Interest-Savings
PSA-T (No Listi
Daniel Straus

If you showed a graph, you would almost see a flat line. It doesn’t mean that the patient is dead. It is basically an ETF that holds Cash. Pays about 1%. If you are very tax sensitive and you don’t like premium bonds, but want a cash like exposure in an ETF form, this is a way to do it.

Price:
$0.000
Subject:
ETF's
Bias:
UNKNOWN
Owned:
No
2017-01-13 TOP PICK United-Technologies
UTX-N
Stan Wong

He likes the industrial and the defence spending space, and this company really benefits from both areas as their product includes aircraft, engines, elevators, escalators, climate control, etc. They’re going to benefit, not only from the recovery economy, but also that Trump is going to be putting money back into infrastructure and defence spending. Dividend yield of 2.4%. (Analysts’ price target is $116.50.)

Price:
$110.220
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-01-13 TOP PICK Vanguard-Global-Value-Factor-ETF
VVL-T
Stan Wong

Feels the value will continue to outperform growth going forward. It seriously outperformed growth in 2016 and he thinks that will continue. An actively managed ETF using a rules-based or quantitative type strategy that aims to select global equities with value characteristics. Right now, this carries a very large weighting in the US financial sector. In the last 6 months, it has outperformed against the world Index by over 10%.

Price:
$31.000
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-01-13 TOP PICK iShares-FactorSelect-MSCI-USA-Index-ETF--CAD-Hgd-
XFA-T
Daniel Straus

An example of a kind of satellite position for US equities. For your core, you want to have a low cost, passive Index ETF that gives you a lot of exposure, but if you want to experiment with a new breed of products, Strategic Beta, Factor Investing or Smart Beta, this is a great example. It tracks an index from MSCI which tries to give exposure to 4 market factors, which historically have given evidence of a possibility for outperformance. They are value, quality company stocks that are moving in an up-trending direction. This is currency hedged.

Price:
$23.270
Subject:
ETF's
Bias:
UNKNOWN
Owned:
No
2017-01-13 TOP PICK BMO-MSCI-EAFE-Hedged-TO-CAD
ZDM-T
Daniel Straus

An example of a core holding for an international equity. It is currency hedged, so it is hedged against the fall of other global currencies relative to CAD, mostly euro and Asian currencies. If you believe that international equities are going to perform well over the future, but it is going to be export driven companies that do well, you may wish to bias towards large caps.

Price:
$19.580
Subject:
ETF's
Bias:
UNKNOWN
Owned:
No
2017-01-12 TOP PICK Bank-of-America
BAC-N
Mohsin Bashir

He sees more upside.  There are several reasons to like it.  The chart is scary.  He is recommending it here.  It stands to benefit after being handcuffed for nearly 10 years.  They have gone the extra mile to streamline their product line up and reduce costs.  They are going to benefit from being a more streamlined operator.  They will get the tail wind of higher interest rates.  (Analysts’ Target: $23.81).

Price:
$22.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-01-12 TOP PICK Horizon-North-Logistics
HNL-T
James Telfser

Believes that this has bottomed. There is a lot of competition in this space, both from private companies and from public guys like Black Diamond, etc. Thinks that is coming to an end and there will be a little bit of consolidation. Players that have the best balance sheet will be the ones that consolidate the most and do well in that environment. This company should benefit somewhat from an increase in activity. Dividend yield of 4.04%. (Analysts’ price target is $2.32.)

Price:
$1.980
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2017-01-12 TOP PICK MTY-Food-Group
MTY-T
James Telfser

A quick serve restaurant company. Made a great acquisition for about $310 million US which gives them a new platform to try some of their concepts in the US. It further diversifies the business, and allows them to continue to grow earnings. For the last decade, they’ve added new brands and new acquisitions every year, and have done a really good job of it. Trading at about 12X EBITDA. Dividend yield of 0.96%. (Analysts’ price target is $49.75.)

Price:
$47.670
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2017-01-12 TOP PICK Rocky-Mountain-Dealerships
RME-T
James Telfser

This has really come off nicely from the lows of a few years ago. This coincides with the cyclicality of the oil price, and it is based in Alberta, but it is an agriculture company, so a lot of their sales decline and inventory problems that they’ve had over the last few years have come from a huge cycle of buying and inventory buildup that happened in the 2012-2014 period. We are starting to see signs of that rolling off. Last year was a very long harvest, so equipment might need to be replaced. Trading at about 8.5X earnings, 5X EBITDA. They do very accretive acquisitions, and the balance sheet is in reasonable shape. Dividend yield of 4.57%. (Analysts’ price target is $10.82.)

Price:
$10.070
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2017-01-12 TOP PICK Tricon-Capital-Group
TCN-T
Mohsin Bashir

They are a junior version of a BAM.A-T.  They have a hot opportunity in the form of single family properties in the US sun belt.  There are secular growth trail winds in single family rental homes.  (Analysts’ Target: $12.56).

Price:
$9.840
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-01-12 TOP PICK Whitecap-Resources
WCP-T
Mohsin Bashir

Exploration and production light oil production.  They plan to increase from 45k to 55k barrels per day production by the end of this year.  He likes that the balance sheet has room on it and they carry less debt than peers.  They stand to benefit from a rising commodity.  (Analysts’ Target; $14.80).

Price:
$11.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
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