stockchase picture

Compiling comments that experts make about stocks while on public TV.

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-09-19 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Greg Newman

Thinks the market is really ignoring that this company gets a lot of their effective pricing from Western Canada Select, which really hasn’t changed much. Differentials have narrowed, so the “spread under” has gone up. Thinks that on this next quarter, as long as oil doesn’t drop another $10, this should be a nice little earnings release. Ultimately they expect to have $5.5-$6.5 billion of free cash flow by 2018.

Price:
$44.070
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2014-09-19 TOP PICK FirstEnergy-Corp.
FE-N
John Stephenson

SHORT. 60% of their capital structure (debt and equity) is debt, so that portion will be very sensitive as interest rates go up. He feels US interest rates are very likely to start going up early next year. In addition, 20% of their business is unregulated.

Price:
$34.620
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-09-19 TOP PICK General-Motors-Corporation
GM-N
John Stephenson

Stock has been beaten up, so this is an attractive entry point. This is reflected in the valuations. Trading at 8.1X forward earnings. They have bungled some things, but you are seeing a strong pick up in growth. They are going towards more standardized footprints so they can produce multiple cars on the same chassis in different styles. Opel division in Europe has been a bit of a headwind, but their Cadillac is doing quite well in China.

Price:
$33.940
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-09-19 TOP PICK Hudson-Bay-Co.
HBC-T
Greg Newman

Sees this as a way for Canadian investors to benefit from improving US retail. 63% of their business mix is now levered to the US through Saks, Lord & Taylor and Off Fifth. He is modelling 43% revenue growth from merger synergies and higher margins over the next couple of years. The kicker here is that management has said they are going to do something with their real estate between now and next spring. There is a good chance of a growing retailer that is trading at a good level on a PEG ratio basis along with the real estate upside.

Price:
$15.250
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2014-09-19 TOP PICK Intact-Financial
IFC-T
Greg Newman

Property and casualty. Steady Eddie 46% earnings per share growth. This is a fragmented market and future acquisitions serve as embedded catalysts. If they can make an accretive acquisition, investors in the next 12 months will benefit.

Price:
$72.380
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2014-09-19 TOP PICK KKR--and--Co.-LP
KKR-N
John Stephenson

This should be able to grow its investment portfolio by 18% over the next couple of years on an annualized basis. Raised money in 2006 in its Asian fund and is starting to harvest that. Very geared towards the overall market and the markets have done really well, particularly in the US. They are launching money now with a European fund. One of the things in Europe is buying distressed debt.

Price:
$22.550
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-09-18 TOP PICK Bard-C-R-Inc.
BCR-N
Barry Schwartz

This hit his screen.  There is no real volume, however.  Single use medical products.  80-85% of revenues are high margin and annuity like.  Ripe for the picking by a JNJ or Abbot Labs. There are not a lot of opportunities for them to grow.  Buying back a ton of stock, but not raising dividends.

Price:
$146.880
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-18 TOP PICK Brookfield-Property-Partners
BPY.UN-T
Nick Majendie

(Top Pick Sep 16/13, Up 22.34%) It is selling at quite a discount from its IFRS value.  Thinks they will soon get much more Canadian and US analyst coverage.  Thinks it is a good purchase.  Excellent dividend growth going forward.  They have extremely high quality real estate assets.  Geographically they are diversified.  Ultimately they will be one of the few global ‘go to’ real estate companies.  Expects 7-8% increases in distribution yearly.

Price:
$23.300
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-09-18 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
Barry Schwartz

US financials are being held back by regulation and low interest rates.  Buying back stock, great balance sheet.  Earnings potential well beyond $6 next year.

Price:
$61.320
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-18 TOP PICK Magna-Int-l.--A-
MG-T
Barry Schwartz

The earnings have doubled or tripled in the last 3 years, so it doesn’t matter that the valuation has done the same.  Generating lots of positive free cash flow.  Opportunities are in emerging markets.  Look at the value, not the price.

Price:
$119.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-18 TOP PICK Transalta-Corp
TA-T
Nick Majendie

Hit lows last week going back to 2000.  They have a new director from ARC Energy.  Having cut the dividend they are executing well in terms of operational efficiency and new projects.  It is selling at the cheapest cash flow multiple in 25 years.

Price:
$12.020
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-09-18 TOP PICK Teck-Resources-Ltd.--B-
TCK.B-T
Nick Majendie

Coal has been under pressure lately, but he expects it is bottoming.  Don’t look for anything dramatic for a couple of quarters.  Copper is also bottoming out and zinc looks pretty good.  When Fort Hills comes on line you will see an increase in value.

Price:
$23.290
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2014-09-17 TOP PICK Abbott-Labs
ABT-N
Brian Acker, CA

His model price is $48.91, a 14% upside. Saw that they are going to spin off another company, the gift that keeps on giving. He loves large-cap drug companies. Yield of 2.02%.

Price:
$43.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2014-09-17 TOP PICK Cisco
CSCO-Q
Brian Acker, CA

His model price is $37.35, a 40% upside. It is right at the bottom of one of EBV +3 one of his levels. Great support. Yield of 3.01%.

Price:
$25.205
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2014-09-17 TOP PICK Covanta-Holding-Corp.
CVA-N
Christine Hughes

A very stable business. A large part of its business is waste energy. They use industrial, commercial and municipal waste and burn it and turn it into energy. It had been hit because of power prices coming down in the US, but those prices are bottoming and are starting to come up. Yield of 4.68%.

Price:
$21.360
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-09-17 TOP PICK Husky-Energy
HSE-T
Brian Acker, CA

His model price is $48.59, a 46% upside. Pays a nice dividend yield of 3.64%.

Price:
$33.180
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2014-09-17 TOP PICK Intertape-Polymer-Group
ITP-T
Christine Hughes

Manufactures industrial tape. One of its largest customers is Amazon. Very stable and doesn’t tend to move much. They have already doubled their dividend. When they have their new plant online in Q1, things will be settled and they will be increasing their dividend again.

Price:
$15.600
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-09-17 TOP PICK Paramount-Resources
POU-T
Christine Hughes

She has been a bull on energy in general since last fall. We’ve had an epic cold winter and an epic cold summer. Energy prices rallied and then checked back this summer because of the cold. Summer is over. They have incredibly strong assets.

Price:
$61.050
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-09-16 TOP PICK Apple
AAPL-Q
John O'Connell, CFA

Thinks the new watch is going to be amazing because he thinks it is going to be part of the whole point of sale transaction. It’s on your body and the biometrics is going to work and will just scan your watch when you walk out of the store. Feels the company is transforming the whole shopping experience. The ApplePay is a really, really big deal and the watch is going to sync with that.

Price:
$100.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-16 TOP PICK Corus-Entertainment--B-
CJR.B-T
Gavin Graham

This is the content part of the Shaw family of companies. Children’s and women’s programming. Stock price hasn’t done a great deal in the last year. Raises its dividend consistently, and has bought a couple of French language channels in a couple of radio stations. It is now the 2nd largest French language producer of content. Trading at around 12X this year’s earnings. Yield of 4.43%.

Price:
$24.610
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2014-09-16 TOP PICK Dream-Global-REIT
DRG.UN-T
Gavin Graham

This is a portfolio of German property that it bought from Deutsche Post. It has used the cash it raised to buy good quality office buildings to complement that. A Korean pension plan has bought a half share in 7 of the office buildings for €120 million. Payout ratio of about 91% of adjusted funds from operations. Yield of 8.85%. A good play on the German economy.

Price:
$9.040
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2014-09-16 TOP PICK Google
GOOGL-Q
John O'Connell, CFA

Thinks that 80% of the world is working off this company’s operating system for mobile and mobile is really the way we are all going. YouTube is a hugely undervalued asset. The fact that they are able, with all that cash, to acquire and invest in developing new technologies, makes it a company that you just have to own. Very reasonable valuations.

Price:
$588.780
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-16 TOP PICK Intact-Financial
IFC-T
Gavin Graham

One of the largest property/casualty insurers. They consistently make a profit underwriting, so their costs to revenue is consistently below 100%, which is very rare in insurance. Trades at 11.5X earnings. Yield of 2.66%.

Price:
$72.240
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2014-09-16 TOP PICK Spartan-Energy-Corp
SPE-T
John O'Connell, CFA

It made its projections of 7000 barrels a day on its most recent quarter, and that is when they were only able to drill 60% of the wells than they were hoping for, because it was so wet. It just shows how conservative and how much they build in problems into their business model. The criticism that they are just buying assets is not a fair accusation. They are clearly skilled operators and skilled at buying companies at reasonable valuations. They have lots of land to grow their business.

Price:
$3.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-15 TOP PICK Archer-Daniels-Midland-Company
ADM-N
Jon Vialoux

The 3 Top Picks are “Buy on Weakness” plays. Agriculture products tend to do well from August all the way through to the end of the year. However, we have seen grain prices get crushed preventing fertilizer stocks from doing well. This is just a food processor so it doesn’t have that fluctuation. On average, it gains about 16% from the beginning of August through to the end of December and has been positive 90% of the time.

Price:
$50.560
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2014-09-15 TOP PICK Walt-Disney
DIS-N
John Zechner

(Top Pick Nov 28/13, Up 28.98%) These guys are in the right spot.  It is all about content and delivery in media.  They have done it better than any other company out there for 50 years.  Look at Marvel comics.  Theme parks, gaming, consumer side.  They have the whole package.  You are getting growth, more than a market multiple.  The premier growth stock in North America.  Content, Star Wars, Marvel, ESPN.  Buy it and put it away.

Price:
$90.080
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
No
2014-09-15 TOP PICK iShares-Dow-Jones-Transport-ETF
IYT-N
Jon Vialoux

The 3 Top Picks are “Buy on Weakness” plays. This tracks transportation in the US. If it becomes oversold in the next few weeks, that would be an opportunity to Buy. Seasonal strength for transportation stocks tends to run from beginning of October through to the beginning of December.

Price:
$152.970
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2014-09-15 TOP PICK Manulife-Financial
MFC-T
John Zechner

He added some on in that equity deal last week.  The valuations on life companies are a little better than banks right now.  Standard Life acquisition: he thinks they are underplaying the earnings accretion.  They’ve really turned the corner.

Price:
$22.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-15 TOP PICK Telus-Corp
T-T
John Zechner

Defensive stock.  The bad news is all in the telecom sector already.  They have done exceptionally well in wireless.  They are going to use their free cash flow in areas like content and dividends.  Very little downside in the stock and some growth going forward.

Price:
$39.560
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-09-15 TOP PICK SPDR-Technology-ETF
XLK-N
Jon Vialoux

The 3 Top Picks are “Buy on Weakness” plays. Technology has a period of seasonal strength from about the beginning of October all the way through to January. This is a run up through to the Consumer Electronic Show in Las Vegas, as well as Christmas buying. A good early read would be when Oracle (ORCL-N) comes out with earnings this Thursday, and if there is outperforming reaction that would be an opportune time to get in early.

Price:
$39.980
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
Showing 1 to 30 of 19,978 entries
First Previous 1 2 3 4 5 Next Last