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
2016-07-22 TOP PICK Deutsche-X-trackers-Harvest-CSI-300-China-A-Shares
ASHR-N
Tyler Mordy

There is a lot of misinformation on China. Everyone is trying to interpret the Chinese economy through a Western prism. If you are going to understand the Chinese economy, you have to look at the directives of the government. There was a big bull market from 2002 to 2011 that was driven by exports. Now the government is wanting to rebalance to stimulate the middle class. 40% of this is banks, which are trading at very, very cheap valuations. The worst crash possible is already priced in.

Price:
$24.340
Subject:
ETFs & MACRO PORTFOLIO STRATEGIES
Bias:
BEARISH on US ECONOMY
Owned:
Yes
2016-07-22 TOP PICK Wisdom-Tree-Japan-Hedged-Real-Estate
DXJR-N
Tyler Mordy

The property market has been going down for about 25 years. It turned up in 2012, and is now growing quite robustly. This ETF tracks REITs, homebuilders, and is a play on a recovery in Japanese real estate. This also has a good yield.

Price:
$25.020
Subject:
ETFs & MACRO PORTFOLIO STRATEGIES
Bias:
BEARISH on US ECONOMY
Owned:
Yes
2016-07-22 TOP PICK Alphabet-Inc--C-
GOOG-Q
John Zechner

They own digital advertising very well and the search engine is strong. With the Android system they have 75%+ of global mobile devices running on this platform. If they ever monetize that, there would be tremendous value. They kick off huge cash flows. You are getting this for a market multiple.

Price:
$742.740
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-22 TOP PICK iShares-Emerging-Markets-Local-Currency-Bond
LEMB-N
Tyler Mordy

Emerging markets have been underperforming for 5 years, and nobody seems to like them. He likes this one for the interesting credit quality. Looking at the world, which is divided roughly between Western markets and emerging markets, all the good things are happening in the emerging-market. Their currencies have been beaten up over the last 5 years, so they are incredibly cheap. Doesn’t think it will be a huge performer, but it will be a stable part of a globally balanced portfolio.

Price:
$44.860
Subject:
ETFs & MACRO PORTFOLIO STRATEGIES
Bias:
BEARISH on US ECONOMY
Owned:
Yes
2016-07-22 TOP PICK Martinrea
MRE-T
John Zechner

Very good management. Strong numbers. They’ve been growing. Have put some new platforms in place in the US. Did a hostile acquisition. Very strong European growth. They are more levered to the use of aluminum parts in automobiles than any other manufacturer, which will be a growing area in autos. Trading at about 7X earnings and 3X operating cash flow. Dividend yield of 1.37%.

Price:
$8.750
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-22 TOP PICK TorstarCorp--B-
TS.B-T
John Zechner

This is just a pure value pick. It’s not that he likes management or the industry. It has a market capitalization of about $120 million. There is net cash of about 60. There is an enterprise value of about $60-$70 billion. Dividend yield of 16.56%. Stupidly cheap.

Price:
$1.560
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-21 TOP PICK Granite-Oil-Corp
GXO-T
Mason Granger

A very small company that pays about a 6% dividend. A little less than 3000 barrels a day. He likes it because the management team, through a predecessor company called D3, discovered an Alberta Bakken oil pool. They have a commanding presence in this play and own 100% of something like 80 sections of light oil. They have an enhanced recovery scheme, where they are pushing natural gas down into the ground, to bring up the pressure of the reservoir. This could be a good takeover target for a dividend payer at some point.

Price:
$7.620
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2016-07-21 TOP PICK Heroux-Devtek-Inc.
HRX-T
Robert McWhirter

Designs, manufactures and repairs aerospace industrial components. The stock has moved up significantly recently, partly because they have laid out a ton of CapX in anticipation of a new contract from Boeing (BA-N). On a 4th quarter trailing basis, free cash flow has swung from -4% to a +3.3%. Analysts are forecasting 27% earnings growth. For the March/18 fiscal year that gives you a 15.6X PE, and an attractive .6 PE to growth.

Price:
$15.300
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
No
2016-07-21 TOP PICK Parex-Resources-Inc.
PXT-T
Mason Granger

Putting this out as his favourite international name. It is a Colombian focused, light oil portfolio. This is grown from nothing to 30,000 barrels a day. Their exploration success has been excellent. They have a business plan that works at $30 a barrel as much is it works at $60. There is no debt on the balance sheet.

Price:
$13.170
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2016-07-21 TOP PICK Tecsys-Inc
TCS-T
Robert McWhirter

This is in the hospital supply chain management. It has roughly $120 million market cap. They have 2 new modules, one for in-house pharmacies in hospitals, as well as operating rooms. It keeps track of where all the stuff is. That has doubled the revenue potential per hospital. Their pipeline sales over the last year has increased by more than the factor of 3. Year-over-year sales were up 26%. Year-over-year earnings, free cash flow and EBITDA grew over 32%. Dividend yield of 1.21%.

Price:
$10.660
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
No
2016-07-21 TOP PICK Tio-Networks-Corp
TNC-X
Robert McWhirter

Roughly a $200 million market cap company. They process about $80 million bill payments per year with a value of about $9 billion. Have significant business leverage. They’ve grown by acquisition. A recent 18% increase in sales, led to an increase of over 100% in free cash flow, earnings and EBITDA. They have an attractive 4.2% cash flow yield. Earnings estimates have increased 18% in the last 90 days.

Price:
$2.390
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
No
2016-07-21 TOP PICK Whitecap-Resources
WCP-T
Mason Granger

Still likes it.

Price:
$9.840
Subject:
CANADIAN ENERGY
Bias:
UNKNOWN
Owned:
Yes
2016-07-20 TOP PICK A-and-W-Revenue-Royalties-Income-Fund
AW.UN-T
Veronika Hirsch

This is one of those rare combinations that has a good dividend yield and is growing its dividend. Also this is a growth stock. Last quarter they had 8% same-store sales growth, which is huge. They still have a lot of places where they can open stores. Dividend yield of 4.7%.

Price:
$33.650
Subject:
CANADIAN & ALTERNATIVE
Bias:
UNKNOWN
Owned:
Yes
2016-07-20 TOP PICK Ceapro-Inc.
CZO-X
Peter Imhof

A very, very interesting company. Burt’s Bees, Aveeno and Neutrogena are some of its products. Has done an incredible job in the last 5 quarters. Revenue has gone from $1.7 million to $2.4 million to $3 million to $4 million last quarter, and income has risen quite a bit as well. There are no analysts looking at this now. Market cap has gotten over $100 million. Has a joint venture with a large German company. Thinks the next couple of quarters are going to be extremely good for them. Production is in Cdn$, but income is in US$.

Price:
$1.960
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-07-20 TOP PICK Guardian-Capital-Group
GCG.A-T
Peter Imhof

A deep value company, where it is an asset manager. Market cap of about $650 million-$675 million. They own Bank of Montréal (BMO-T) shares that are worth about $360 million, as well as other securities that are worth about $230 million. You are almost getting the asset management company for free. Extremely cheap. They continue to buy back shares. Dividend yield of 1.58%.

Price:
$21.740
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-07-20 TOP PICK MacDonald-Dettwiler--and--Assoc.
MDA-T
Veronika Hirsch

This company has a new structure that they have been developing in the US. It allows them to become a US company in terms of being able to compete for US military contracts, and yet they are still able to retain their Canadian domicile for their head office and taxation. This hasn’t been approved yet, but is supposed to come later in the fall. The stock is cheap, because it has been a really poor year for satellite awards. Dividend yield of 1.75%.

Price:
$84.490
Subject:
CANADIAN & ALTERNATIVE
Bias:
UNKNOWN
Owned:
Yes
2016-07-20 TOP PICK Parex-Resources-Inc.
PXT-T
Peter Imhof

They’ve done nothing but exceed his expectations. Have had 15 quarters in a row of production growth. Started at about 5000 barrels’ equivalent a day, and are now at 29,000. They have a target to get to 50,000 over the next couple of years. Pristine balance sheet.

Price:
$13.070
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-07-20 TOP PICK iShares-S-and-P-TSX-Global-Gold
XGD-T
Veronika Hirsch

There has been an 8% drop in the gold/silver index. Seasonality for gold is supposed to be relatively good. Depending on what happens in the US elections, you might get one of those BREXIT reactions. She would be buying into the weakness, and at least holding it through the elections.

Price:
$15.740
Subject:
CANADIAN & ALTERNATIVE
Bias:
UNKNOWN
Owned:
Yes
2016-07-19 TOP PICK McDonalds
MCD-N
David Burrows

For the defensive investor. You get 2 themes here, the consumer and real estate. 1.) At the consumer level you have 20 states that have raised the minimum wage. 2.) This really is the biggest REIT globally. The franchisees pay rent on their properties. Dividend yield of 2.83%, and have grown it at about 8% over the last 5 years.

Price:
$126.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-07-19 TOP PICK Sherwin-Williams-Co.
SHW-N
David Burrows

He really likes the US economy. 80% of this company’s revenues come from the US domestic economy. The housing industry is improving and consumer confidence just hit new highs.  Recently acquired Valspar, the #4 paint company, so they’ll have an opportunity to cut costs and fold that company in. Dividend yield of 1.09%.

Price:
$309.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-07-19 TOP PICK TransDigm-Group
TDG-N
Mike S. Newton, CIM FCSI

A leading supplier of engineered parts for both commercial and military aircraft. 70% of their business is the aftermarket. Lots of great future growth available here.

Price:
$274.220
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-19 TOP PICK Texas-Instruments
TXN-Q
David Burrows

Manufactures semi-conductors, which gets sold into auto, industrials, personal electronics, communications equipment. Often they are specialized semi-conductors that get designed in and might be there for 5–7 years. They have a dominant position. 60% profit margins. Dividend yield of 2.34%, and have grown this over 20% a year for the last 5 years.

Price:
$64.940
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-07-19 TOP PICK Vantiv
VNTV-N
Mike S. Newton, CIM FCSI

A leading payment processor, working in the background. On chip enabled cards, they have really done a great job in penetrating the small and midsized banks. 1600 different merchants and 1000 different banks. Continues to do very, very well and capitalizes on trends.

Price:
$58.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-19 TOP PICK Dentsply-Sirona
XRAY-Q
Mike S. Newton, CIM FCSI

A dental supply manufacturing distribution. There is a lot of consolidation in this business. They have done about 5 acquisitions in the past year. A very low volatile name. Dividend yield of 0.49%.

Price:
$62.810
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-18 TOP PICK A-Comment----General-Comments-From-an-Expert
A Commentary
Ben Cheng

Cott Beverages 5.375% 07/01/2022 USD.  They have changed their business in the last few years so more than half of their revenue and earnings come from filtered water.  It is a very good growth industry.

Price:
$0.020
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-18 TOP PICK Cisco
CSCO-Q
Kash Pashootan

It is rare in technology that you are able to pick something up that is trading at 13X PE with a dividend yield of 3.48%. With people doing more and more on their mobile phones, data traffic has picked up considerably over the last decade, and he feels it is going to continue. This is a key player in helping cell phone providers stay mobile spectrum efficient. At the same time, the company has been going through a transition to get more involved into the Cloud side of things and to position themselves for the future.

Price:
$29.910
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-07-18 TOP PICK DineEquity
DIN-N
Kash Pashootan

The parent of IHOP (US) and Applebee’s chains. Sold off considerably last year and this is now a good entry point. Trading at 13X. Most revenue is coming from the US, and they are expanding into the emerging market countries. Recently announced an agreement to build out 77 IHOPs and Applebee’s in Latin America. Dividend yield of 4.47%.

Price:
$82.320
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-07-18 TOP PICK Park-Lawn-Income-Trust
PLC-X
Ben Cheng

A consolidator in the funeral home business.  They are not doing this via debt.  They use equity rather than debt.  3.25% yield.  He still sees upside on this one.

Price:
$14.330
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-18 TOP PICK Slate-Retail-REIT
SRT.UN-T
Ben Cheng

He likes both their REITs.  He is bullish on this one because they focus on grocery anchored malls.  Above 7% yield and it is sustainable.  He feels they will make tuck in acquisitions and increase the yield.

Price:
$13.700
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-18 TOP PICK Telus-Corp
T-T
Kash Pashootan

This company needs to play some catch-up. They lagged partly because of Alberta. These things work themselves out. When you get some weakness that is not a structural or balance sheet related issue, it is a buying opportunity. Have committed $2.2 billion to expand their 4G network. Dividend yield of 4.28%.

Price:
$42.960
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 30 of 22,684 entries
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