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
2017-02-17 TOP PICK Fortis-Inc.
FTS-T
Christine Poole

She likes it for the income, growth and the defensive nature of the business.  They just bought ITC corp. which is out of the US and expands their presence there.  ITC is a regulated electric utility.  Over 60% of FTS-T’s earnings are going to be coming from the US now.  They have good visibility post- the acquisition to grow their dividend 6% per year until 2021.  It has lagged the market, so all in, you should get 12% on this name. (Analysts’ target: $48.55).

Price:
$43.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-17 TOP PICK Johnson--and--Johnson
JNJ-N
Christine Poole

They have done well in the pharma side.  They just announced the acquisition of a Swiss based pharma company.  They grow organically also.  They have identified about 10 products they are going to launch in the next three years that have about $1 Billion each.  They trade at 16 times earnings and have increased their dividend for 54 consecutive years.  (Analysts’ target: $126.32).

Price:
$118.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-17 TOP PICK Wajax-Corp
WJX-T
Hap (Robert) Sneddon FCSI

They have three divisions. Industrial components, power systems and equipment.  They have had a huge run up based on earnings.  They report in a couple of weeks.  It may be necessary to sell after that.

Price:
$23.700
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2017-02-17 TOP PICK SPDR-Utilities-E.T.F.
XLU-N
Hap (Robert) Sneddon FCSI

If we think inflation is coming we should see that 10 year north of 3%, but it is not.  We broke above the $49 level.  There are a lot of buyers in there.  It is one of the strongest sectors.  If the 1 year gets above 2.6% then you have broken the theme.

Price:
$49.570
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2017-02-17 TOP PICK SPDR-Health-Care-E.T.F.
XLV-N
Hap (Robert) Sneddon FCSI

Just the big names in US healthcare.  We have seen the bottom in here.  It is one of the strongest sectors out there right now.  We saw some rotation last week.  It is in a secular bull market and we are at the beginning of it.  It has a really good valuation.  The political football that it has been is going to die down.

Price:
$73.660
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2017-02-17 TOP PICK Xylem-Inc.
XYL-N
Christine Poole

They are in the business of transportation, testing and treatment of water.  Drinkable water is a very scarce commodity.  21% of revenues are from emerging markets.  They are trying to give people access to sanitation.  In the US there is a lot of overhaul required on the existing systems.  In 2012 state governments cut back because there was no funding.  XYL-N also have exposure in the UK.  They just acquired a smart metering company and will do some cross selling.  (Analysts’ target: $54.00).

Price:
$47.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-16 TOP PICK Canadian-Apartment-Properties
CAR.UN-T
David Baskin

Canada’s biggest land lord.  They are opening up frontiers in Europe.  It is a wonderfully run company.  Very nice distribution.  Very solid balance sheet.  (Analysts target: $33.15).

Price:
$31.910
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-02-16 TOP PICK Centric-Health
CHH-T
Fabrice Taylor

One division does private surgeries that are not covered by healthcare.  Every year they cut more and more services from provincial plans so there are more and more opportunities to use their services.  The other division is an industrial pharmacy that services businesses like seniors homes.  It is a turnaround story.  They used to have a lot of debt, but margins have improved.  He is impressed with management.  The stock has positive tailwinds and it is a turnaround story.  (Analysts’ target: $1.02).

Price:
$0.790
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2017-02-16 TOP PICK CVS-Health-Corp
CVS-N
David Baskin

They have a huge platform of pharmacies in the US, pharma benefits management and home healthcare.  The baby boomer generation is not going to suddenly not need their pills any more.  It is very cheap right now.  (Analysts’ target: $86.34).

Price:
$79.450
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-02-16 TOP PICK Walt-Disney
DIS-N
David Baskin

They own some of the best production studios there are as well a tremendous intellectual library with every old movie in the world.  They also have ESPN, which was the major question mark. They have mobilized that.  They also have cruise lines and theme parks. This is where millennials are spending their money.  (Analysts’ Target: $116.29).

Price:
$110.710
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-02-16 TOP PICK Polaris-Infrastructure
PIF-T
Fabrice Taylor

Geothermal energy in Nicaragua.  They have a fantastic PPA with the grid operator there.  They pay a dividend and have raised it twice in the last few months.  They pay in US$.  There is upside in the form of higher production.    There is a chance you might get a bid from a bigger operator.  (Analysts’ Target: $22.33).

Price:
$15.920
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2017-02-16 TOP PICK Red-Eagle-Mining
R-T
Fabrice Taylor

Just commissioning a mine in Columbia that should be producing soon.  It is a re-rating story; currently only at 2 or 3 times 2018 earnings because investors have not bought into the story.  You will get a rising multiple and some upside form rising gold prices.  Risk will come down in the near term.  (Analysts’ target: $1.31).

Price:
$0.840
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2017-02-15 TOP PICK Cascades-Inc
CAS-T
Colin Stewart

They have 2 core businesses, tissue and container board. He likes the container board side in particular because of the growing economy where people are shipping more things in boxes. It is a fairly tight market right now for container board and there have been price increases in the last couple of days. As more and more online shopping occurs, that is going to lead to more things shipped in boxes. Trading at only about 5.5X enterprise value to EBITDA. Dividend yield of 1.15%. (Analysts’ price target is $14.60.)

Price:
$13.900
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-15 TOP PICK Gluskin-Sheff-and-Associates
GS-T
Brian Madden

An asset manager that operates in the high net worth space. The demographics are great. Family assets are growing more quickly than lower net worth households. Also, client relationships tend to be longer-term and stickier, due to the nature of the services offered. The stock is discounted because of long-term litigation with the founders, which is likely to get cleared up later this year. Dividend yield of 5.27%. (Analysts’ price target is $19.67.)

Price:
$18.990
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-02-15 TOP PICK Imvescor-Restaurant-Group
IRG-T
Colin Stewart

Their brands include Pizza Delight, Baton Rouge, Scores, etc. Mainly in Québec. Recently made an acquisition of a breakfast chain, Ben & Florentine. They don’t actually own or run the expenses of the restaurant, but take a royalty off the top line. There is a lot of free cash flow. Trades at half the valuation of a Freshii. Dividend yield of 2.69%. The new CEO has been reinvesting in the business. They are on the hunt for more acquisitions. A cheaper way to play the restaurant business in Canada. (Analysts’ price target is $3.88.)

Price:
$3.330
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-15 TOP PICK Magna-Int-l.--A-
MG-T
Brian Madden

A great play on the auto cycle. 18 million cars a year are being produced, and perhaps accelerating in Europe and continuing at high levels in Asia. The company is very innovative and are making advances in vehicle light weighting, transmissions and advanced driver systems. Trading at a discounted valuation. Dividend yield of 2.28%. (Analysts’ price target is $65.48.)

Price:
$59.140
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-02-15 TOP PICK Shopify-Inc.
SHOP-T
Brian Madden

Canada’s most dynamic growth story. It is Canada’s leading e-commerce enablement company. They are involved in things like payment solutions for online merchants, order management systems, inventory and promotion management systems, as well as more recently into shipping. Just reported great numbers. Management has predicted they will break even by the 4th quarter of this year and should post revenue between $580 million and $600 million. (Analysts’ price target is $75.71.)

Price:
$79.220
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-02-15 TOP PICK Temple-Hotels
TPH-T
Colin Stewart

The largest publicly traded hotel company in Canada, and operate under names such as Hilton, Marriott, Days Inn, etc. They own over 4000 hotel rooms in Canada. 50% of those are in Alberta, and half of those are in Fort Mac. That has caused the share price to underperform over the last couple of years. Thinks this is a bit of a restructuring turnaround story. Also, Morguard (MRG.UN-T) has taken a very large, over 50% equity stake in it. (Analysts’ price target is $0.90.)

Price:
$0.900
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-14 TOP PICK Altagas-Ltd
ALA-T
Ryan Bushell

Good management team. 6%-7% annualized dividend growth over the last 5 years. 7% growth on a 7% yield is a big number. He likes this company for yield focused investors. Acquiring WGL Holdings, a Washington-based utility in Virginia. Has faith in the management team to pull the acquisition off. Dividend yield of 6.72%. (Analysts’ price target is $35.44.)

Price:
$31.240
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-14 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Ryan Bushell

A lot of the large Canadian oil producers have gone on sale recently. There are 2 big concerns in the market. One is the possible border adjustment tax, which would raise the price of retail gasoline in the US, and he doesn’t think that is likely to pass. The 2nd is how much production comes on in the US and what happens with the OPEC deal. The WTI strip has hung in their pretty solidly, even with some big inventory builds over the last couple of weeks. The stock is cheap. Dividend yield of 2.52%. (Analysts’ price target is $49.74.)

Price:
$39.690
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-14 TOP PICK Dow-Chemical
DOW-N
David Burrows

This is a good company that is getting better. They are merging into DuPont (DD-N), and will wind up splitting into 3 pieces. The US has the lowest cost natural gas globally. In chemical companies, natural gas is the biggest cost. There are very persistent low natural gas prices because of what has happened with fracing in the US. The merging companies will likely unlock some value. They generated about a 20% dividend growth over the last 5 years. Dividend yield of 3.01%. (Analysts’ price target is $67.06.)

Price:
$61.720
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-14 TOP PICK EnerCare-Inc
ECI-T
Ryan Bushell

He likes this for the long-term. This services, sells and rents water heaters, furnaces and air conditioners. Increased penetration of rentals is really valuable for them longer-term. Good management team. Just did a big acquisition in the US where they are going to roll out rentals, which should be good for the company longer-term. Dividend yield of 4.86%. (Analysts’ price target is $21.60.)

Price:
$19.020
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-14 TOP PICK Home-Depot
HD-N
David Burrows

He likes owning companies that can grow a dividend. This has about 2,200 locations and has been growing same-store sales at about 7% for the last 5 years. They’ve grown their dividend 21% a year over the last 5 years. If you think the consumer is improving, this is a good place to go. Technically, after having consolidated over the last year, the stock is breaking out. Dividend yield of 1.96%. (Analysts’ price target is $148.67.)

Price:
$141.360
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-14 TOP PICK Morgan-Stanley
MS-N
David Burrows

Since 1841, US equities have returned about 9% a year, versus bonds of about 05%. However, there are 2 extended periods; 1910 to 1945, and 1981 to 2016, where bonds and stocks gave roughly the same results, with less volatility in bonds. It’s no wonder that in both cases people got to like bonds a lot. In the late 1940s, when stocks started to outperform for the next 35 years, they went up 5 for 1. We have just come out of a period where bonds and stocks gave the same return. So arguably for the rest of our investing lives, we may see stocks outperform by a multiple in bonds. This one is a leader in institutional equities. 43% of their revenues come from wealth management. The wealth management business is the 2nd biggest in the US. This is a business that is firmly focused on domestic equity. The company has quietly transformed itself into a wealth management machine. Dividend yield of 1.74%. (Analysts’ price target is $48.35.)

Price:
$46.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-13 TOP PICK AutoCanada-Inc.
ACQ-T
Paul Harris, CFA

It fell a lot because of Western Canadian exposure.  Management was going to do 3-5 acquisitions per year and then did 14 in one year.  As things fell apart they did not integrate their acquisitions well.  Now they have done this and they have integrated their back office as well, making it easier to integrate acquisitions in the future.  Albertans are big spenders on cars.  (Analysts’ target: $25.71).

Price:
$25.370
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2017-02-13 TOP PICK Blackstone-Group-LP
BX-N
Paul Harris, CFA

They have a private equity business, hedge funds and real estate.  He thinks this is a very good environment for a private equity firm.  They bought a lot of cheap assets in 07/08.  They have a lot of capital to buy things with.  Debt is not that expensive.  (Analysts’ target: $35.13) .

Price:
$30.450
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2017-02-13 TOP PICK Caterpillar
CAT-N
John Zechner

*Short* They’ve missed expectations 14 quarters in a row, 5 down-years of earnings. Management just said expectations were too high for next year. On their website, they are selling used equipment at a discount, rather than new equipment. Doesn’t see where growth is coming from. Dividend yield of 3.13%. (Analysts’ price target is $98.45.)

Price:
$98.500
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-02-13 TOP PICK Facebook
FB-Q
John Zechner

One of the great growth companies out there. On gap-adjusted earnings, this is trading at 24X next year’s earnings. Between this and Google, they own mobile services. They are getting a higher user engagement. 1.8 billion monthly active users. (Analysts’ price target is $159.07.)

Price:
$134.050
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-02-13 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Paul Harris, CFA

7 times earnings.  It fell on a recent earnings disappointment.  The HIV drug is continuing to do well and the HEP-C drug is declining because they are curing everyone.  He wants to see them do an acquisition that will grow their drug business.  Some of the drugs in their pipeline look promising and he needs to see them coming to fruition.  They are buying back their shares and will hopefully increase their dividend.  (Analysts’ target: $82.00).

Price:
$67.650
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2017-02-13 TOP PICK Martinrea
MRE-T
John Zechner

There are worries about the auto sector, and this has been under additional pressure, but he likes the valuation. When you get a stock trading at 5 or 6 times forward earnings, and 3X operating cash flow, you are already assuming the worst. They have a lot of downside protection. He likes the operations. They probably have the best exposure to aluminum in the automobile, which is increasing. European operations are doing well. Capacity is increasing and they are getting higher margins from that. Dividend yield of 1.38%. (Analysts’ price target is $11.68.)

Price:
$8.700
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
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