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
2017-10-18 TOP PICK Bank-of-Nova-Scotia
BNS-T
Brian Madden

It has been a strong performer this year.  It has outperformed the TSX in 18 of the last 25 years.  They have a strong footprint in rapidly growing economies.  It is a catalyst rich situation.  It is just at its 200 day moving average where it has support.  It is a perennial buy and hold.  (Analysts’ target: $86.50).

Price:
$80.650
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-10-18 TOP PICK Enbridge
ENB-T
Brian Madden

The largest pipeline operator in North America.  They just acquired a US pipeline and that makes their network that much bigger and more diversified.  It yields about 4.7% which is much longer than its long run average.  There is a very clearly articulated plan to grow the dividend at 10-12% compound rate of return over the next 4 years.  (Analysts’ target: $60.00).

Price:
$50.420
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-10-18 TOP PICK FedEx
FDX-N
David Burrows

This is very sensitive to the global economy. They bought TNT and have been integrating that and reducing costs. As economic activity picks up, these quick deliveries accelerate and the pricing power improves. This is not just the US. Every major developed economy is accelerating at the same time. Dividend yield of 0.9%. (Analysts’ price target is $239.)

Price:
$222.300
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-10-18 TOP PICK CGI-Group--A-
GIB.A-T
Brian Madden

There is a new CEO in the last year.  It is likely he will put his stamp on the company in some form.  It is Canada’s largest IT services company.  They could make a transformational acquisition.  They have a history of doing this.  It is a good play on the US economy where they have their largest customer.  (Analysts’ target: $74.00).

Price:
$66.780
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-10-18 TOP PICK Morgan-Stanley
MS-N
David Burrows

This is the #1 equity trader and probably the most successful trading shop today. They are a big beneficiary of higher rates. They hold net cash balances for their clients. Has a giant private client business, $3 trillion in assets they take care of. Dividend yield of 2%. Will also benefit from the deregulation of business. (Analysts’ price target is $52.50.)

Price:
$50.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-10-18 TOP PICK NextEra-Energy
NEE-N
David Burrows

This is “the” company leading the way in renewable power and alternative energy. 50% of their power generation comes from wind, and is growing very rapidly. Wind power and solar have now become less expensive than coal power, at the same time we are about to head into an electric vehicle revolution. The company has done a lot of research on battery technology storage and they service 5 million customers in Florida. A big utility and has a great balance sheet. They have 20-year contracts to supply power to their other utility customers. Dividend yield of 2.6%. (Analysts’ price target is $157.)

Price:
$152.540
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-10-17 TOP PICK Apple
AAPL-Q
Brian Acker, CA

His model price is $200.78, a 26% upside. They’ll be reporting next week and what you will get is more stock buyback. A lot of people are worried about the new iPhone, but all the iPhone addicts are going to have to upgrade. Dividend yield of 1.6%. (Analysts’ price target is $180.)

Price:
$160.470
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-17 TOP PICK CitiGroup
C-N
Brian Acker, CA

Had a nice pullback to EBV -2. Dividend yield of 1.8% which had been increased in the June quarter by 100%. Thought they would increase it again, but are probably waiting for year-end. Relative to their earnings, it is only paying out 23%. We are coming out of the financial repression and getting higher interest rates. (Analysts’ price target is $78.75.)

Price:
$72.190
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-17 TOP PICK CohBar-Inc
COB.U-X
Michael Smedley

2 eminent Israeli scientists on the West Coast did things with mitochondria-based therapeutics for the treatment of age-related diseases 30 years ago. This is new in the market.

Price:
$6.150
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-10-17 TOP PICK Intel
INTC-Q
Brian Acker, CA

An old tech company, and hopefully they can get things together. This has huge value. It closed at $39.76, and his model price is $61.56, a 54% upside, just on their current earnings. Dividend yield of 2.7%. (Analysts’ price target is $41.)

Price:
$39.790
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-17 TOP PICK Patriot-One-Technologies-Inc.
PAT-X
Michael Smedley

This is providing a form of camera-less scanning, which is low-frequency radar base which you can put into a covert state such as the wall. There is only one other company in the world that has this kind of technology. The key now is that they get producing over the next many weeks.

Price:
$1.380
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-10-17 TOP PICK Savaria-Corp
SIS-T
Michael Smedley

Founded in 1979 and a Québec businessman bought it out 10 years later for $100,000. He is now approaching $148 million in revenues, and hopes to march onto $500 million by 2021. One of the great specialists in the world with equipment that helps aged people improved their balance through stair lifts and other things that improve mobility. He is dedicated to 17% pre-EBITDA margins. Dividend yield of 2.4%. (Analysts’ price target is $17.)

Price:
$14.630
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-10-16 TOP PICK Apple
AAPL-Q
Barry Schwartz

Attractively priced. Whether it comes out in November, December or whenever, they are going to sell a lot of iPhone 10s. Some analysts say they could sell as high as 270 million phones, which would be 20% more than their biggest phone sale. Has a ton of cash and are going to be a big beneficiary of tax repatriation, if that happens, with tax reform. At some point, he expects they will start putting that cash to work with either a massive buyback or massive dividend increase, etc. Dividend yield of 1.6%. (Analysts’ price target is $180.)

Price:
$159.880
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-16 TOP PICK Acadian-Timber-Corp
ADN-T
Barry Schwartz

This gives you equity-like returns on assets like timber, that grows every single year. There are going to be big benefits from them if the US housing market continues to recover. When he does the math on their acreage and what the stock is trading at, it is undervalued by at least 20%. In the meantime, you have excellent returns. They have grown the dividend twice already in the past few years. On pullbacks this is one to own. Dividend yield of 5.8%. (Analysts’ price target is $19.)

Price:
$19.120
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-16 TOP PICK Canadian-Imperial-Bank-of-Commerce
CM-T
Keith Richards

They are far more levered to housing and mortgages.  It has not come back to the old highs.  They are good at what they do.  It is the most unloved and the lowest PE bank.  (Analysts’ target: $118).

Price:
$112.270
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2017-10-16 TOP PICK ETrade-Financial-Corp.
ETFC-Q
Keith Richards

It has lots of upside.  You want to own stocks for the winter.  If there was a 3-5% pullback, then this one would do so and it would be a great time to buy it.

Price:
$44.490
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2017-10-16 TOP PICK Facebook
FB-Q
Barry Schwartz

The world’s best advertising medium. If you look at the product online, they follow you around. They know what you like, who your friends are, what you are wearing. There are even some rumours they can listen in on your phone when you are talking. They and Google (GOOGL-Q) capture only a small amount of the world advertising market, so there is a long runway of growth. (Analysts’ price target is $200.)

Price:
$174.520
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-16 TOP PICK Vanguard-FTSE-Developed-All-Cap-ex-Nrth-Amer-Idx-ETF.
VI-T
Keith Richards

It is hedged to CAD$.  It is a way to own a broad selection of stocks outside of North America.

Price:
$28.690
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2017-10-13 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Matt Kacur

One of Canada’s best operators in retail. Convenience stores and gas stations. They are in all Canadian provinces and in 42 states. They are also in Scandinavia, Ireland, Baltic and Russia. Recently bought the Circle K company, and are converting a lot of their stores over to Circle K. Dividend yield of 0.6%. (Analysts’ price target is $72.)

Price:
$60.380
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-10-13 TOP PICK Broadcom
AVGO-Q
Matt Kacur

A $100 billion market cap company. Think Cloud, think big data, think automation. They have wireline products, wireless products, enterprise storage, industrial automation, etc. They’ve been making a huge rate of return. It is undervalued. Dividend yield of 1.6%. (Analysts’ price target is $290.)

Price:
$247.960
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-10-13 TOP PICK Generac
GNRC-N
Matt Kacur

Manufactures generators for natural gas. The stock came down about 2 years ago and was trading at around $30-$35, and then along came some of those hurricanes. This is one of the companies that can supply power to homes. It looked undervalued regardless of that. (Analysts’ price target is $48.)

Price:
$50.580
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-10-13 TOP PICK HSBC-Holdings-P-L-C
HSBC-N
Darren Sissons

Thinks it has a discount from BREXIT on it, but is very exposed to Asia, which is a real growth driver. Its key market is based in Hong Kong, which is pegged to the US$, giving US leverage on the interest rate rise. It has a China credit card business, which is new, because China is a closed credit card market. Has a very attractive dividend. It will benefit from rising interest rates as Net Interest Margin, a critical driver of buying profitability, will need to rise by 70% to reach pre- crisis levels. (Analysts’ price target is $41.22.)

Price:
$49.230
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-10-13 TOP PICK Infosys-Technologies-Ltd.
INFY-N
Darren Sissons

An IT outsourcing company. When Mr. Trump got into power, the first thing he did was to bash all the foreigners, and a lot of the stocks, plus some of the tech stocks, were heavily reliant on this sector. Historically, it has had a very, very strong record of growing earnings something like 20% for 15 years. Very, very strong balance sheet. On Nov 1, they come into a $2 billion share buyback. Dividend yield of 2.7%. (Analysts’ price target is $15.50.)

Price:
$14.710
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-10-13 TOP PICK Kone-Oyj
KNEBV-HEL
Darren Sissons

A global elevator company. The dividend has risen substantially. In the last couple of years, it has been relatively dead money, but now we are starting to see an expansion of the global economy, so he expects it to start to move again. Cash reserves exceed all liabilities by a considerable margin. A good growth stock on urbanization. Countries like China and India need more elevators, and this company has the market share in both countries. Dividend yield of 3.4%. (Analysts’ price target is €44.00.)

Price:
$0.010
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-10-12 TOP PICK Alibaba-Group-Holding
BABA-N
Stan Wong

World’s largest online mobile commerce company, measured by gross merchandise value. Given that they operate in China, is a big factor why he likes this. China has 560 million Internet users, spending 20 hours a week online, by far the largest internet market globally, double the size of the US market. They are well positioned to boost revenues related to particular content, entertainment and Cloud computing, which is about 5%-6% of their revenues. Cheaper than Amazon (AMZN-Q), trading at 31X earnings on a forward basis. Has a long-term growth rate of 25%, which is not an expensive measure when looking at a company like this. (Analysts’ price target is $200.)

Price:
$180.530
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-12 TOP PICK CitiGroup
C-N
Stan Wong

Given that we are going to have tighter monetary policies and a potential tax return and a lighter regulatory environment, a name like this will benefit. You can expect a very substantial shareholder capital return going forward. In June they announced a plan to repurchase $15.6 billion of shares back. Have doubled their dividend from $.16 to $.32 on a quarterly basis. This is very global which differentiates them from the other banks. Over 40% of revenues come from emerging markets. Trading at 4.97X Price to Book, which is a big discount to other names. Dividend yield of 1.7% will probably continue to move higher. (Analysts’ price target is $75.)

Price:
$72.370
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-12 TOP PICK CCL-Industries--B-
CCL.B-T
Bruce Campbell (2)

They make acquisitions, pulling costs out of the business.  They keep repeating.  They have organic growth.  The stock has been consolidating recently.  Executives have a decent amount of stock.  It looks like it is about to reaccelerate.

Price:
$63.960
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-12 TOP PICK Norwegian-Cruise-Line-Holdings
NCLH-Q
Stan Wong

The world’s third-largest cruise company by berth, in terms of number of total beds. Operates about 25 ships across 3 different brands. They plan to introduce 7 more ships through 2025, meaning they are going to increase capacity much faster than Royal or Carnival. Has a lot of runway when it comes to China, Europe, etc. because they are not as well exposed there. They have freestyle cruising which allows the older demographics to bring families on board. (Analysts’ price target is $65.)

Price:
$58.860
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-12 TOP PICK Reliq-Health-Techniques
RHT-X
Bruce Campbell (2)

They have an automated system to monitor people released from hospital.  They provide the software.  It allows reporting back to the patient, family, caregivers or health team.  They will be profitable late this year or next.  They are signing on health authorities into pilot programs and then into long term contracts.  It is the health authority’s job to sell the products.

Price:
$0.425
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-12 TOP PICK Canopy-Growth-Corp.
WEED-T
Bruce Campbell (2)

It checks all the boxes.  They are geographically and growth type diversified.  They are getting into other areas also.  They have a strong management team.  (Analysts’ target: $11.50).

Price:
$13.070
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 30 of 24,502 entries
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