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
2016-06-29 TOP PICK Badger-Daylighting
BAD-T
Stephen Takacsy, B. Eng, MBA

By far the biggest North American players in hydro-vaccuing with over 1000 trucks that excavate without breaking pipes and wires. Stock was hit because of their exposure to the oil/gas industry, especially in Western Canada. However, two thirds of sales are now coming out of the US. They are growing their utility infrastructure business. Thinks there will be a big turnaround in 2017. They make great profit margins and great free cash flow. Very well-managed. Not expensive, trading at under 8X next year’s EBITDA. Dividend yield of 1.76%.

Price:
$0.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-06-29 TOP PICK D-Box-Technologies
DBO-T
Stephen Takacsy, B. Eng, MBA

An extremely cheap stock. The world leader and the only company that supplies motion systems for movie theatre seats, as well as for the industrial market to train people in different types of vehicles. Also video games and soon virtual reality. Have just started to scratch the surface in movie theatres. Cineplex has been rolling out D-Box seats for a number of years in many of their theatres. Cinemark (CNK-N), the 3rd largest US theatre chain, just announced they are starting to roll out in the US. He has modelled this company to reach about a 3% penetration rate globally within the next 10 years. Feels this will follow a similar evolution as 3-D screens did. The stock has the potential to reach $1-$2 depending on the growth rate and profit margins they are able to maintain. They have a record backlog now and just announced record sales. Just opened an office in China. China is opening 30 screens per week. Trading at only 3X sales, which is not a lot for a technology company.

Price:
$0.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-06-29 TOP PICK Sandvine-Corp.
SVC-T
Stephen Takacsy, B. Eng, MBA

One of those great Canadian technology companies. They are really a global leader in helping telco, cable and wireless companies better manage their Internet traffic. Picture a 10 lane highway with all the slow pokes on the left and Netflix hugging all the other lanes. This company is able to provide solutions for broadband networks increase and smooth out the traffic as well as collect and manage data as a value added service to their customers. Dividend yield of 2.73%.

Price:
$0.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-06-28 TOP PICK Albemarle-Corp
ALB-N
Jim McGovern

The biggest in the lithium space. He is not super excited about base metals, but is very positive on precious metals. Last quarter their earnings exploded to the upside. They want to be the dominant player in lithium. Just sold their chemicals business. Expects they will make some more acquisitions. The thesis of this selection is electric cars.

Price:
$78.290
Subject:
NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-06-28 TOP PICK Innodata-Isogen-Inc.
INOD-Q
Benj Gallander

This does digitalization. They are into e-books, work with the insurance industry and with the healthcare sector. This has virtually no debt. In the last few years they have lost a fair bit of money, and right now are operating at about breakeven. Wishes management were a bit more proactive. Just did a takeover of another company, but there is little information in the public sphere. The stock price tends not to be a slow grower, but tends to jump. He has a target price of over $7. His hope is that it will have one of the spikes that it has every few years, at which time he would jump out very, very quickly.

Price:
$2.280
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-06-28 TOP PICK iPath-DJ-AIG-Grains-Index
JJG-N
Jim McGovern

These type of investments are very good diversifiers. This is composed of 3 different agricultural commodities, wheat, corn and soybeans. Soybeans has been the big driver, principally because there is a shortage in Brazil. Wheat is kind of finished, but corn is kind of interesting because we have this kind of El Niño affect coming down the pipe now, creating super hot and super dry in the US. Wouldn’t make it a big position in your portfolio.

Price:
$33.320
Subject:
NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-06-28 TOP PICK Reitmans
RET-T
Benj Gallander

A tough market because of Amazon (AMZN-Q) and the Internet. The major knock is that they are losing money. Last quarter they lost millions of dollars as well as in the quarter before. However, they have over $100 million in the bank. Margins have been squeezed because the US$ has gone up in the past year. Revenues have been flat for the last year which a lot of people felt was not good, except they closed 60 stores. Same-store sales have gone up about 8.8%. Included in that is the 56%+ that their online sales have gone up. Dividend yield of 4.85%.

Price:
$4.210
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-06-28 TOP PICK iShares-TIPS-Bond-E.T.F.
TIP-N
Jim McGovern

These are inflation protected securities. Thinks that CPI is going to continue to bump up. Expects the core PCE (?) in the US to be fully through 2% this year. A safer bet with less capital risk.

Price:
$116.520
Subject:
NORTH AMERICAN LARGE - ETF'S & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-06-28 TOP PICK United-Security-Bancshares-Inc
USBI-Q
Benj Gallander

He likes regional banks. Also, has First United (FUNC-Q) and Bank of Commerce Holdings (BOCH-Q) in California. He started buying into the sector in 2009. This is a sector that has moved up for the most part, but this stock has not moved up as much. With BREXIT, there might be less inflation now for interest rates to move up in the US. If interest rates go up, that is good for the banks as it helps their bottom line. Dividend yield of 0.93%.

Price:
$8.620
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 TOP PICK Agrium
AGU-T
Peter Brieger

In the long-term, people have to eat, and taking a look at projected population growth people are going to need more food, especially in emerging markets. He likes that they have diversified into the retail business and have some pretty aggressive targets on this. The target for 2020 is $10 a share of free cash flow and a dividend of 5%. For him, cash flow growth and dividend growth is crucial. (On his 3 top picks, he would not necessarily Buy now, but watch the markets for your entry point.)

Price:
$115.890
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 TOP PICK Boralex-Inc.
BLX-T
Gerard Ferguson

An independent power producer based in Québec. Have increased their capacity significantly over the last number of years and are continuing to grow. They have some very aggressive targets for capacity and cash flow. Going from reinvesting all their capital into growth projects, to returning some of it to investors through a dividend, and there is lots of room for that dividend to grow. They have a number of projects that they still want to develop. Trading at a significant discount to their peer group. Dividend yield of 2.99%.

Price:
$18.900
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 TOP PICK Detour-Gold
DGC-T
Gerard Ferguson

A cash flow machine. As an acquisition target, it will fill holes for a lot of producers that might be short of cash flow over the next few years. They have built out their mine and most of the capital has been spent and is now in a reaping phase. It will participate with higher gold prices, but also would be a great addition to a company that needs a growth profile in order to finance a bunch of projects that they have coming on.

Price:
$33.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 TOP PICK Home-Depot
HD-N
Peter Brieger

He is very keen on the whole building business in the US. The existing home business is about 90% of the activity, so with people’s rising income and the rising equity in their homes, and an increasing number looking at renovations, this is right up this company’s alley. Looking out 2-3 years, this is going to be a huge winner. Dividend yield of 2.21%. (On his 3 top picks, he would not necessarily Buy now, but watch the markets for your entry point.)

Price:
$124.670
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 TOP PICK New-Flyer-Industries-Inc.
NFI-T
Gerard Ferguson

They manufacture buses for intercity as well as city buses and have announced a large number of wins. A dominant player in an industry that has consolidated from 5 players into 3. Made an acquisition at about 6X EBITDA, and they trade at a higher multiple than that at 8.5X EBITDA. Feels they have been light on some of the synergies they are going to get from the acquisition, so will hopefully report better numbers and margins going forward, and beat the street estimates. Dividend yield of 2.46%.

Price:
$39.040
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 TOP PICK Royal-Bank
RY-T
Peter Brieger

This only has about a 5% exposure to the UK and Europe, which is manageable. They recently took over City National of California, which had a fantastic wealth management business in California and New York State. It is their intention to increase this business as much is possible, and at the same time cross-sell products and services. Dividend yield of 4.31%. (On his 3 top picks, he would not necessarily Buy now, but watch the markets for your entry point.)

Price:
$75.200
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 TOP PICK Airboss-of-America
BOS-T
Ryan Modesto

This does rubber compounding and engineering products. They are producing specialty rubbers and putting them into specialty types of products. Did an acquisition a year ago, a US defence business. Now it is quite cheap. The majority of revenues come from the materials and resources sector, which has been weak in the past. There is a bit of a resurgence and over time the mining and resource companies will start reinvesting their capital, and this will flow through to a company like this. Dividend yield of 1.84%.

Price:
$14.100
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-06-24 TOP PICK Oracle
ORCL-N
Barry Schwartz

Thinks this is doing the Microsoft Playbook, which is growing quickly in the Cloud, and getting more licenses and revenues and annuities instead of selling a one-time package. Thinks the turning point for this company is here. Generating a lot of free cash. Very reasonably valued. Dividend yield of 1.51%.

Price:
$39.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 TOP PICK Premium-Brands-Holdings-Corp
PBH-T
Ryan Modesto

A specialty food, manufacturer and distributor. Within Canada, consumer staples may have 15 companies that are investable. Most of them are large, mature, slow growth type of companies. Specialty foods means they can charge higher margins. You get the feeling management is not trying to build an empire and not growing for the sake of growth, but are making decisions that are in the shareholders’ best interests. Dividend yield of 2.88%.

Price:
$52.700
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-06-24 TOP PICK Priceline.com-Inc.
PCLN-Q
Barry Schwartz

This is getting absolutely decimated today. They get 75% of their revenues from Europe. Their biggest entity is Booking.Com, a wonderful, wonderful company and benefits from the network affect. They have the most hotels and they are smart operators. A beautiful balance sheet that generates gobs of free cash. Unbelievable margins. Anything exposed to Europe right now is getting his head handed to it, but this is a wonderful buying opportunity.

Price:
$1232.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 TOP PICK Saputo-Inc.
SAP-T
Barry Schwartz

A dairy producer; cheese, Nielsen milk, inputs for wholesalers, restaurants as well as branded retail. Still a small fish in a global pond, but there is potential for them to grow bigger and increase its footprint. Management, when they make an acquisition, are able to grow margins and improve everything all around. Generates a lot of free cash flow. Likes the potential for them to use their balance sheet to continue to make acquisitions globally. Dividend yield of 1.43%.

Price:
$37.720
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 TOP PICK Exco-Technologies
XTC-T
Ryan Modesto

There is no secret sauce to this one. Just a solid operator, going with value and a bit of growth. A cheap valuation, but within their peer space, they are one of the faster growing companies. Also, have really high insider ownership. This has organic growth, acquisition growth and dividend growth. The payout ratio is low and they have plenty of room to increase the dividend. Dividend yield of 2.3%.

Price:
$12.200
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-06-23 TOP PICK AbbVie-Inc.
ABBV-N
Stan Wong

From a valuation perspective, he likes this a lot. This was a spinoff from Abbott Labs (ABT-N) in 2013. They are more of a research based pharmaceutical global name. Has a really good pipeline with 20 new products and indications coming through in the next few years through 2020. Shares are pretty attractively valued, trading at a forward price earnings multiple of only 12X. Long-term EPS growth rate is only 13%. You also get a 3.7% dividend yield, which is expected to grow at almost double digit over the next few years.

Price:
$61.310
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-06-23 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Brian Acker, CA

The Valeant (VRX-T) fiasco has hit all these stocks. This one has been singled out, but if they can cure hepatitis C, that would be fantastic. He is looking for an upside of 120%. Thinks they are a perfect candidate as a takeover target. Dividend yield of 2.27%.

Price:
$83.370
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2016-06-23 TOP PICK Macys-Inc.--formerly-Federated-Department-Stores-
M-N
Brian Acker, CA

This is bottom fishing. It has had a nice pullback. His model price is $42, a 27% upside. Dividend yield of 4.46%.

Price:
$33.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2016-06-23 TOP PICK Microsoft
MSFT-Q
Stan Wong

This is transforming itself. It has a new CEO who is really focused on growth. They are really focusing on what is the priority in the technology world, which is Cloud computing and mobile technology. A lot of people feel that LinkedIn was expensive, but it helps them expand its presence in the Cloud application space. Trading at 18X forward earnings and has a pretty decent growth rate of 2.8%. They have delivered an annual dividend growth rate of over 17% over the last 5 years. Dividend yield of 2.8%.

Price:
$51.910
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-06-23 TOP PICK Pembina-Pipeline-Corp
PPL-T
Stan Wong

One of the stronger names in the Alberta midstream space. Also, has the best competitive advantages. It provides investors with a pretty conservative strategy to play and participate in the recovery of energy prices. Dividend yield of 4.94%.

Price:
$38.900
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-06-23 TOP PICK Exxon-Mobil
XOM-N
Brian Acker, CA

In his estimation, this is the best run company globally. We are in an earnings recession, but this has the best assets globally. This is the cheapest it has traded going back to 1995. Dividend yield of 3.27%.

Price:
$91.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2016-06-22 TOP PICK Apple
AAPL-Q
Kash Pashootan

At these levels, this is a value play. We have become accustomed to thinking of this as a mega-growth story, but a lot has changed over the last few years. They’ve grown considerably in terms of their market share. When you have grown market share as quickly as they have, you are not really a growth story the way that you used to be, you are much more of a mature business. Feels it has to go through a PR exercise of communicating that to the market. One good way of doing that would be by beefing up the dividend. Dividend yield of 2.36%.

Price:
$95.550
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-22 TOP PICK Amgen-Inc.
AMGN-Q
Paul Macdonald

He owns 3 biotech companies in his portfolio, and he wants to own best in breed. In this latest correction in the biotech space, if you are looking to have exposure but big deep pipelines, good balance sheet, consistency and the ability to abstract revenue out of the drugs, this would be the one. Dividend yield of 2.66%.

Price:
$149.810
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2016-06-22 TOP PICK Columbia-Banking-System-Inc
COLB-Q
Kash Pashootan

A US regional bank. Focused in the Pacific Northwest where there is significant growth in population, wages and employment. Financials have all been beaten up because the idea of rates going up is not as prevalent as had been originally thought. Dividend yield of 2.65%.

Price:
$28.490
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 30 of 22,590 entries
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