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
2017-03-27 TOP PICK Belimo-Holding-AG
BEAN-SW
David Fingold

Intelligent building controls that pay back in 12 months, primarily in actuation in ventilation systems.  They are entering the sensor business.  They control all of their technology, using their own designed chips.  They are essentially a semiconductor company.  30% operating profit margin.  He is one of the top holders of this security.  (Analysts’ target: 3500CHF).

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
SELECTIVE
Owned:
Yes
2017-03-27 TOP PICK Keysight-Technologies-Inc.
KEYS-N
David Fingold

It is the original HP, started in 1939.  All the other pieces of HP have been spun off from this.  It is the original test electronics.   You have a significant increase in defense electronics spending coming.  You have 5G wireless coming.  There is a limited list of companies you can go to as an alternative.  It is a very consolidated industry.  20% operating margin.  (Analysts’ target: $39.00).

Price:
$36.520
Subject:
NORTH AMERICAN/GLOBAL
Bias:
SELECTIVE
Owned:
Yes
2017-03-27 TOP PICK Methanex-Corp
MX-T
Peter Hodson

A 19.5% shareholder is calling for dividend increases and share buybacks.  They spent about $3.5 billion on facilities over the last 3 years.  They control the world market in terms of pricing.  It is very solid.  10 times earnings.  (Analysts’ target: $57.00).

Price:
$59.920
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2017-03-27 TOP PICK Premium-Brands-Holdings-Corp
PBH-T
Peter Hodson

They provide food products to institutions and are expanding.  It is a pure growth story.  Last quarter revenue grew 30%.  25 times earnings, however.  They made solid acquisitions.  Two facilities are coming online over the next 18 months and margins are going to increase.  (Analysts’ target: $81.50).

Price:
$82.410
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2017-03-27 TOP PICK Parker-Hannifin-Corp
PH-N
David Fingold

Leading in pneumatic controls.  Strong margins and a strong record of generating cash flow.  They have 50 to 60 years of dividend growth. It is a relatively consolidated space.  (Analysts’ target: $173.00).

Price:
$155.650
Subject:
NORTH AMERICAN/GLOBAL
Bias:
SELECTIVE
Owned:
Yes
2017-03-27 TOP PICK ZCL-Composites-Inc.
ZCL-T
Peter Hodson

Water tanks and tanks for gas stations.  There is a big replacement cycle going on.  Their dividend went up 50% this quarter and they are paying a special dividend.  (Analysts’ target: $14.00).

Price:
$13.540
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
No
2017-03-24 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Greg Newman

He really likes this name.  Be cautious that higher interest rates in the US will filter to Canada and hurt companies like this a little bit.  They are growing so well.  21% earnings per share growth is his model.  They have a good and improving balance sheet and growth from several sources.  You should continue to own it and use weakness to add to it.  He is forecasting 8% dividend growth every year.  They beat Q4 estimates.  (Analysts’ target: $14.25).

Price:
$12.770
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Yes
2017-03-24 TOP PICK Veresen-Inc
VSN-T
Greg Newman

They are looking at boosting their pipeline capacity by 30%.  They are going to alter their capital structure.  He sees 30% EPS growth.  It will be flat growth this year, however.  It is going to pay you about a 7% dividend to wait until 2019.  Decent balance sheet.  (Analysts’ target: $16.00).

Price:
$14.010
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Yes
2017-03-24 TOP PICK BMO-Equal-Weight-US-Banks-Hedged-to-CAD-ETF
ZUB-T
Greg Newman

It expresses his conviction for the US banks and it is currency hedged.  Over the next 3 to 5 years the US $ is probably over done compared to other currencies.  There will be great growth in this sector.

Price:
$25.310
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Yes
2017-03-23 TOP PICK Badger-Daylighting
BAD-T
Norman Levine

It is not an everyday stock. They use high pressure water to move earth.  They used to be mostly in the energy area and then moved into the utility area.  Recently they moved into the US.  People still treat them as a Canadian energy company, but 2/3rds of their business is from the US and 3/4ths comes from non-energy.  Earnings continue to grow and they raised the divided recently.  (Analysts’ target: $35.00)

Price:
$32.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-23 TOP PICK Fairmount-Santrol-Holdings-Inc.
FMSA-N
Eric Nuttall

With the freak out by the market about the sell-off in oil.  Fracking sand has doubled.  The increase in demand will offset any increase in capacity.  This one has been hit the hardest of the sand producers.  (Analysts’ target: $12.25).

Price:
$6.670
Subject:
ENERGY
Bias:
BULL on OIL
Owned:
Yes
2017-03-23 TOP PICK Parkland-Fuel-Corp
PKI-T
Norman Levine

Big in the gas station business with some wholesale and commercial businesses as well as propane distribution.  They are going to buy CST assets in Eastern Canada.  There is room for a lot more acquisitions.  It has now broken out.  They raise their dividend modestly on a regular basis.  (Analysts’ target: $32.25).

Price:
$28.990
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-23 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Norman Levine

They had problems in the past but now he likes it going forward.  He bought early, but it has worked out for him.  They continue to get lots of contracts.  Most recently it has sold off and is now the cheapest engineering and construction company in North America. This is because they have an inefficient balance sheet.  The market expects them to make a large acquisition and take on lots of debt and that it will hurt them.  He expects them to buy back stock.  An acquisition would be good for them, making the balance sheet more efficient.  It is cheap here.  They still own highway 407 where the value continues to go up and up.  There is not a lot of goodwill built in here.  (Analysts’ target: $64.00).

Price:
$52.440
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-23 TOP PICK Trican-Well-Service-Ltd.
TCW-T
Eric Nuttall

They will now be above the $ billion market cap and it opens up to a lot more buyers and can get index inclusion.  In the US we are talking 25% quarter over quarter price increases.  (Analysts’ target: $6.50).

Price:
$3.660
Subject:
ENERGY
Bias:
BULL on OIL
Owned:
Yes
2017-03-23 TOP PICK WPX-Energy-Inc.
WPX-N
Eric Nuttall

They will grow about 3 times that of a Canadian producer.  He is getting a 40% growth rate, but paying an inline multiple for it.  At $5 billion market cap it has not hit as many radar screens and so is a little bit cheaper.  (Analysts’ target: $18.00).

Price:
$12.060
Subject:
ENERGY
Bias:
BULL on OIL
Owned:
Yes
2017-03-22 TOP PICK Corus-Entertainment--B-
CJR.B-T
Stephen Takacsy, B. Eng, MBA

This is one that you buy, hold and don’t let it go. In the large cap space, it is probably the best value out there. Still misunderstood. The largest TV broadcaster in Canada. Everybody is worried about cord cutting and cord shaving, but they bought Shaw Media about a year ago, and now the cost synergies and revenues are kicking in. Over the next 12 months, he expects the company to return to growth. Subscriber growth has already started to go back up thanks to Disney and some of the other specialty channels. They just renegotiated their ad agency contracts, presumably at higher rates. Dividend yield of 9%. (Analysts’ price target is $13.)

Price:
$12.490
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-22 TOP PICK Napec-Inc
NPC-T
Stephen Takacsy, B. Eng, MBA

One of the leading construction and maintenance services to electrical and gas utilities. Over 80% of revenues come from the US. They will definitely benefit from more infrastructure spending, but have a huge backlog of work right now. The gas and electrical transmission lines in the US are being replaced and expanded. Made a couple of very accretive acquisitions which should start kicking in soon. Very cheap, trading at under 6X EBITDA. (Analysts’ price target is $1.38.)

Price:
$1.050
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-22 TOP PICK Veresen-Inc
VSN-T
Stephen Takacsy, B. Eng, MBA

He likes energy infrastructure pipelines and midstream. They are like toll booths and are worth a lot of money. This one is very much misunderstood. Everyone thought they were going to cut the dividend over the last few years. This is the old Port Chicago, which basically owned 50% of the Alliance pipeline with Enbridge, but the company has been radically transformed over the last 3-4 years, and is now a premier gas infrastructure play. One of the cheaper companies in the sector. Dividend yield of 7.4%. (Analysts’ price target is $16.)

Price:
$13.690
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-21 TOP PICK Adobe-Systems
ADBE-Q
David Burrows

The two most important themes and most resilient in this market are technology and financials. Semiconductors look great. Software looks great. This company fits in a couple of key themes. They were the original big software company to go to the Cloud, selling their software by subscription. Today, 82% of revenue comes as a subscription. That is really attractive, because it is pretty predictable. Not only that, but revenues are growing very, very nicely. Revenues were up 22% in this most recent quarter. They should be able to grow revenue at 20% for quite some time, but because they make it and sell it a lot of times, as they grow their revenue, the margins go up. Their margins went to 36% from 31%, and the earnings went up 42%. Not an inexpensive stock, but the leader in software for Digital media, and we are all consuming quite a lot of Digital media. (Analysts’ price target is $143.50.)

Price:
$125.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-03-21 TOP PICK American-International-Group
AIG-N
David Dietze

He is looking for market-leading companies that are in sectors out of favour, and either have very strong dividends or some sort of catalyst that will unlock value. Mr. Icahn has taken a position and he knows value, will perhaps break it apart with the sum of the parts being worth more than the whole. (Analysts’ price target is $70.)

Price:
$61.760
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2017-03-21 TOP PICK Albemarle-Corp
ALB-N
David Burrows

The dominant player in lithium. He believes we are going to continue to see movement to electric cars. The company makes both types of lithium that go into all the major batteries that are being sold. They’ll triple production over the next 5 years. Model 3 is about to come from Tesla. They are becoming mass market and as you run into the beginning of a mine production, share prices tend to do well. It has twice the margin that Tesla will ever have. This will be a growth stock for many years, and they think they can maintain 50% of the market. Dividend yield of 1.2%. (Analysts’ price target is $115.00.)

Price:
$104.250
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-03-21 TOP PICK Bank-of-America
BAC-N
David Burrows

Trading at 1X BV and the multiple of Book is expanding. They have multiple drivers. They’ve been cutting costs which has been going on for quite some time. They are getting higher interest rates, giving $600 million of additional revenue last quarter from their net interest margins. They win if there is less regulation. They win if there is economic growth, which they are getting. They win if they can return more capital by way of dividends, which they are now allowed to do. Dividend yield of 1.2%. (Analysts’ price target is $26.)

Price:
$23.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-03-21 TOP PICK Chevron-Texaco
CVX-N
David Dietze

He is looking for market-leading companies that are in sectors out of favour, and either have very strong dividends or some sort of catalyst that will unlock value. This one meets all that criteria. Oil has dropped over $100 a barrel, down to about $26, and then moved up now to just below $50. As a result, companies are still shutting in production as opposed to expanding, until supply/demand come back into sync. This is a great way to play that. No matter what happens, this company is dedicated to holding up their 4% dividend yield. Also, they have already made a lot of investments such as Indonesia, so CapX is going to be further reduced, and will be able to grow their free cash flow going forward. (Analysts’ price target is $126.50.)

Price:
$108.040
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2017-03-21 TOP PICK GlaxoSmithKline-PLC
GSK-N
David Dietze

He is looking for market-leading companies that are in sectors out of favour, and either have very strong dividends or some sort of catalyst that will unlock value. With markets just off all-time highs, he is looking for defensive plays, not one trick biotech ponies, but ones that have a whole array of meds. This is one of the leaders in therapeutic vaccines, various compounds and strong research development. Also, it has the European tarnish and lower valuation, but their business is outside of that area with about 50% in emerging markets and 25% in North America. A dividend well north of 4%. (Analysts’ price target is $48.)

Price:
$42.320
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2017-03-20 TOP PICK BCE-Inc.
BCE-T
Lyle Stein

This has come down because there of concerns about slowing demand for services and potentially rising interest rates. You are getting almost a 5% dividend yield, and it is going to grow. It has great cash flow generating ability. He likes their Manitoba telecom acquisition as it gives them more synergy potential. (Analysts’ price target is $60.)

Price:
$57.560
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-03-20 TOP PICK DIRTT-Environmental-Solutions
DRT-T
Jim Huang

You could think of this as a modular furniture company, but it is not just furniture. They do walls, they do the whole design. Give them an empty space, they can get it done. It gets measured and put it into proprietary 3-D design software so you can visualize what it looks like. What is more impressive, is that they basically have it all priced out instantaneously. (Analysts’ price target is $8.63.)

Price:
$6.700
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-20 TOP PICK Intertape-Polymer-Group
ITP-T
Jim Huang

This basically makes tapes. Designs things like Scotch tape, as well as making a lot of tape for industrial use, and for e-commerce. They control costs partially by phasing out older plants and building bigger and more efficient ones. Stock has been a little flat in the last couple of months because of flooding in one of their new plants, but that is fading away now. Dividend yield of 3.3%. (Analysts’ price target is $27.75.)

Price:
$21.940
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-20 TOP PICK PrairieSky-Royalty
PSK-T
Lyle Stein

One of the oil patch casualties that has actually done okay. He likes royalty structures because you don’t have capital investment risks, and this one has no debt on the balance sheet. Oil price recovery gives them torque to the upside. During the horrific oil environment of 2015-2016, they proved their ability to generate good cash flow. Dividend yield of 2.7%. (Analysts’ price target is $34.75.)

Price:
$28.250
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-03-20 TOP PICK Parex-Resources-Inc.
PXT-T
Jim Huang

An oil company in Colombia. Colombia has been one of the hidden gems in South America. The last couple of Colombian presidents have really brought stability to the country. Very friendly to oil exploration. This company has a great track record with previous companies. Good exploration and growing their reserves and production, and it is cheap. With higher oil prices, this will do very well. (Analysts’ price target is $22.)

Price:
$15.830
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-20 TOP PICK Toronto-Dominion
TD-T
Lyle Stein

This bank bore the brunt of the negative publicity on the CBC announcement. The reality is, this is a buying opportunity. It is now trading at a multiple that is less than the banking industry in general. Dividend yield of 3.6%. (Analysts’ price target is $71.50.)

Price:
$65.600
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 30 of 23,673 entries
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