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
2016-05-27 TOP PICK Baytex-Energy-Corp
BTE-T
David Cockfield

One of the better energy companies. It is heavy oil, but is pumpable heavy oil, and the Canadian Western select price has done quite well. They also have a significant holding in the Eagleford Texas shales, which could be back in the limelight at $50+. A well-managed company. Still a risky situation.

Price:
$6.200
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-27 TOP PICK Cardinal-Energy-Ltd
CJ-T
Eric Nuttall

This has been lagging the group even though it has a great balance sheet. This company was a rock star in the oil bull days because of management, low decline rate, clean balance sheet and 80% of their production is medium gravity oil. He is looking for 50% upside from today’s share price. Dividend yield of 4.35%.

Price:
$9.780
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2016-05-27 TOP PICK DHX-Media
DHX.B-T
Eric Nuttall

This is a business with very high quality and very valuable content. Kids programming lasts way longer than your average typical TV show. They have been very successful in acquiring good brands, and then using those brands in merchandising deals. The Teletubbies used to be a $1 billion a year franchise, and the market cap today is about $700 million. They got renewal in the UK for the 2nd season and it has been launched in the US. If successful, it could do incredibly well. Dividend yield of 0.97%.

Price:
$6.580
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2016-05-27 TOP PICK NYX-Gaming-Group-Ltd
NYX-X
Eric Nuttall

Just finished a $500 million acquisition of the largest sports-book gambling software company, Open Bet. This transforms the company, and gets them into a way better league with which they can compete against other casino gambling software companies. The stock has been hammered in the past due to scandals at Amaya (AYA-T). Other than Amaya being a customer, they have no relationship. This is a business with 30% organic growth, plus the upside from the new business they have acquired. This industry is growing at 10% per annum and generating gobs of free cash flow. Trading roughly at 7.2-7.4 times next year’s EBITDA compared to others trading at 12-14 times. On his calculations, he is getting a $4.40 share price, but thinks it can do better than that.

Price:
$2.680
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2016-05-27 TOP PICK Toronto-Dominion
TD-T
David Cockfield

One of the best in Canadian retail banking. Their numbers were good. He likes that they have a great presence in the US. They will continue to increase their dividends and earnings. Dividend yield of 3.81%.

Price:
$57.670
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-27 TOP PICK BMO-Low-Volatility-US-Equity-ETF
ZLU-T
David Cockfield

Chart shows it has been going sideways, but that is at a time where the rest of the market was actually going down. Thinks it is back in a situation where we are going to see it going up. This is very much consumer oriented. They have 25% utilities, 24% consumer staples, 17% healthcare and 10% consumer discretionary.

Price:
$29.080
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-26 TOP PICK BCE-Inc.
BCE-T
Hap (Robert) Sneddon FCSI

Earnings were reasonably decent. Has a fantastic dividend yield of 4.5%. The space is a really tough one right now, but the chart shows a strong long upward trend. He has a price target of $82.

Price:
$60.730
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-05-26 TOP PICK Horizons-Global-Dividend-ETF
HAZ-T
Daniel Straus

Expensive, but is actively managed by Guardian Capital using a quantitative methodology to screen global blue-chip companies for growth, profitability and sustainability. In the long term it has been a great exposure to the world.

Price:
$18.530
Subject:
ETF's
Bias:
UNKNOWN
Owned:
No
2016-05-26 TOP PICK MacDonald-Dettwiler--and--Assoc.
MDA-T
Hap (Robert) Sneddon FCSI

Risk reward on this is really, really good. They sort of represent Québec city within their business plan in what they do. Brought in a new CEO, and have also moved along the procurement process with the US military. Dividend yield of 1.73%.

Price:
$85.380
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-05-26 TOP PICK Pfizer-Inc
PFE-N
Hap (Robert) Sneddon FCSI

Believes this is long-term. It could be a little lower a year from now, but in 5-6 years it is going to be much higher. This is the right space to be in. Dividend yield of 3.48%.

Price:
$34.430
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-05-26 TOP PICK Vanguard-Cdn.-Aggreg.-Bond-ETF
VAB-T
Daniel Straus

A fairly low fee and gives exposure to the entire Canadian bond market. The “entire” Canadian bond market is probably a bit riskier than what most retail investors want to get out of their fixed income exposure, because of the long maturities that are out there. This has a weighted average duration of about 7 years. He supplements this with some shorter term, corporate credit ETF’s, to bring down the overall risk of the whole portfolio.

Price:
$26.030
Subject:
ETF's
Bias:
UNKNOWN
Owned:
No
2016-05-26 TOP PICK iShares-S-and-P-TSX-Capped-Comp.-ETF
XIC-T
Daniel Straus

Basically the TSX composite index, 240 some companies listed in Canada, the entire Canadian market. He has been legging slightly back into the Canadian market in his model portfolios, and this is his core exposure.

Price:
$22.320
Subject:
ETF's
Bias:
UNKNOWN
Owned:
No
2016-05-25 TOP PICK AGT-Food--and--Ingredients
AGT-T
Michael Decter

A fascinating company and has one of the most remarkable entrepreneurs leading it. One of the largest producers globally of pulse crops, processors of lentils, field peas. Grows in Saskatchewan and a bit in Australia and the Dakotas. They are starting to convert to making ingredients for food, a higher margin business. Dividend yield of 1.67%.

Price:
$35.910
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-25 TOP PICK Blackrock-Inc.
BLK-N
David Burrows

Investment management company, absolute leader in ETFs.  Money is moving its way toward ETFs.  Money has been leaving equities this year, but they are seeing net capital inflows.  Their margins are expanding.  17 times earnings.

Price:
$364.090
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
Yes
2016-05-25 TOP PICK Boyd-Group-Income-Fund
BYD.UN-T
Michael Decter

A consolidator of auto body and auto glass. They’ve exhibited remarkably steady growth. Consolidating an industry in which there are literally tens of thousands of possible acquisitions. This is an industry in transformation because cars are getting more complicated and harder to fix. There is lots of room for growth. Dividend yield of 0.68%.

Price:
$74.680
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-25 TOP PICK Clearwater-Seafoods-Inc.-
CLR-T
Michael Decter

The real play is the appetite of the world for protein, particularly seafood. They are not only harvesting efficiently, but marketing all over the world, particularly in Asia. Dividend yield of 1.39%.

Price:
$14.410
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-25 TOP PICK Honeywell-International
HON-N
David Burrows

We are in a connective world.  They are big in auto and heating efficiency.  Everything is connected.  Sensors and connective devices.  They grew free cash flow.  13% annual dividend growth.  It is not an expensive stock.  They are the market share leader in every market they are in.  16 times earnings.  He likes industrials and connected devices along with dividend growth.

Price:
$114.720
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
Yes
2016-05-25 TOP PICK Medtronic-Inc
MDT-N
David Burrows

Cardiac implants, spinal implants and diabetes devices.  A play on the secular theme of spending on healthcare.  They are all about scale.  It is fundamentally very attractive.  They have a dominant role and can save the system money with their implants.

Price:
$81.080
Subject:
NORTH AMERICAN - LARGE
Bias:
CONTRARIAN
Owned:
Yes
2016-05-24 TOP PICK Broadridge-Financial-Solutions-Inc.
BR-N
Jennifer Radman

This helps financial institutions. When they do investor communications, such as proxy voting or management change, unit voters have to vote, and this company facilitates 90%+ of the proxy voting. There is so much pressure on financial institutions with new regulations coming up. Dividend yield of 1.84%.

Price:
$65.360
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-24 TOP PICK Cisco
CSCO-Q
Jennifer Radman

With this one, you have the valuation on your side. You have had the threat that it should be showing up in the results, but it is not. Have done a very good job of transitioning. They have a fantastic client base and they are asking them what they need to do. There is still a lot of upside based on the valuation. Dividend yield of 3.65%.

Price:
$28.470
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-24 TOP PICK Amdocs
DOX-Q
Jennifer Radman

This company does the back end for a lot of the telco companies and the cable companies. When you had your 1st cell phone, you had minutes, but now you can bundle with half your office plus your grandmother, etc. It is so complicated trying to figure out how much data you are using and what you are getting billed for, and this company puts all that together. AT&T is their big customer. Dividend yield of 1.36%.

Price:
$57.230
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-24 TOP PICK Element-Financial
EFN-T
Andrey Omelchak

Earlier this year they announced plans to separate the company into 2 entities. One is a fleet business and the other is asset management. Thinks we are on the verge of a major re-rating on the back of this split. Both businesses are high quality and will both generate high ROE’s. The company is largely undervalued on the back of this. Dividend yield of 0.65%.

Price:
$15.520
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-05-24 TOP PICK Exco-Technologies
XTC-T
Andrey Omelchak

Specializes in providing different support things for the automobile sector, so are really capitalizing on this uptrend in autos. Well-managed with a top notch management team. They are having a CEO transition, which he is not too concerned about, as the past CEO will become chairman. The stock has been beaten down with the sector, which he feels is premature. Everybody is speculating that new car sales have reached their peak. Even if that is so, this company is trading at extremely attractive valuation multiples. They have quite a bit of revenue coming from outside of North America. Feels they will also have opportunities to deploy excess capital. Has about $30 million in excess capital. Dividend yield of 2.25%.

Price:
$12.540
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-05-24 TOP PICK Yellow-Media-Inc
Y-T
Andrey Omelchak

This has evolved from a Yellow Pages directory into a media company. 62% of their revenues come from their media assets. They are repaying their debt very aggressively and improving their capital structure. They’ve done this in France, and are now doing it in Canada. Trading at very attractive EBITDA multiples.

Price:
$19.220
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2016-05-20 TOP PICK Barkerville-Gold-Mines
BGM-X
Jaime Carrasco

This is going to become one of Canada’s highest producing gold mines. It is in BC with low political risk. High grade gold and they start production sometime this year.

Price:
$0.485
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-20 TOP PICK Franco-Nevada-Corp
FNV-N
Cameron Hurst

A relatively conservative play on gold. He likes the royalty streaming assets that they do, as opposed to being in the ground and trying to dig it out where you have a lot more risk and volatility. He likes gold right now, based on global negative interest rates. Dividend yield of 1.36%.

Price:
$65.520
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-05-20 TOP PICK Schlumberger-Ltd.
SLB-N
Cameron Hurst

Has sort of warmed up to energy. Thinks this company has got it right for the next cycle. Great cash flow, good operators, good track record. With the Cameron International (CAM-N) acquisition, they’ve got some great levers right now. Essentially they are executing on a very well articulated decade strategy of servicing and providing for the life of a well. Also, have some of the best technology. Dividend yield of 2.69%.

Price:
$74.960
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-05-20 TOP PICK UnitedHealth-Group-Inc
UNH-N
Cameron Hurst

This stock is very consistent. Management has a stated pledge to return 50% of free cash flow and invest with the rest. This is very stable and very predictable. Excellent execution. Consistently high multiple, which he likes. Dividend yield of 1.52%.

Price:
$130.940
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-05-20 TOP PICK Americas-Silver-Corp
USA-T
Jaime Carrasco

Management is the M&A team from America Barrick. Ever since they took over these 3 different mines, the price of silver has always been higher than the cost of production. What kept them alive, and what not many managers would have done, every quarter they would ramp up production more than the decline. They have gone from 500,000 ounces to 5 million ounces equivalent of silver production. This is the 1st quarter where we have the inverse where the price of silver is higher than the cost of production, and that spread will continue to widen. Going forward, clients will be very well rewarded.

Price:
$0.330
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-20 TOP PICK Vermilion-Energy-Inc
VET-T
Jaime Carrasco

When he starts putting money back into a sector, he likes to go into the one that did the best. This one did the best which means money stayed with it. Assets are not just in Canada, but offshore as well, mostly in Europe. They get the higher pricing of Brent. Dividend yield of 6.04%.

Price:
$42.710
Subject:
RESOURCE, UTILITY & REITs
Bias:
BULL on GOLD & SILVER
Owned:
Yes
Showing 1 to 30 of 22,459 entries
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