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
2005-08-15 TOP PICK FP-Newspapers-Inc
FP-X
Norman Levine Bought it mainly for the income. Has a yield of about 10%. Newspapers are great properties to be income trusts, because they have steady income from advertising and circulation. The risk is an employee strike. Price:
$12.960
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on OIL
Owned:
Yes
2005-08-15 TOP PICK Highpine-Oil--and--Gas
HPX-T
Glenn MacNeill, P.Eng. Has a great land slate. A number of drilling locations in a very hot area. Have about 60 locations. Expecting great growth. Price:
$22.700
Subject:
RESOURCE & TRUSTS
Bias:
BULL on OIL
Owned:
Yes
2005-08-15 TOP PICK Lyondell-Chemical-Co.
LYO-N
Norman Levine A diversified chemical company. Main product is ethylene which is forcast to be in short supply through 2008. With demand remaining strong there have been worries about a number of plants being built in the middle east, but they keep getting delayed. 3% yield. In a good growth phase. Cyclical. Price:
$28.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on OIL
Owned:
Yes
2005-08-15 TOP PICK Penn-West-Petroleum
PWT-T
Glenn MacNeill, P.Eng. Has a great future in front of it. Great assets, large land positions and good development assets. Has had a poor return on its capital employed, but the company is going to make use of its land holdings by farming it out, etc. Good production. Price:
$33.600
Subject:
RESOURCE & TRUSTS
Bias:
BULL on OIL
Owned:
Yes
2005-08-15 TOP PICK Trinidad-Energy-Services
TDG.UN-T
Norman Levine (A Top Pick Jun 6/05. Up 15.5%.) Feels the oil service sector is underpriced compared to the price of energy. Also thinks that as the price continues to stay up here, more and more energy copmpanies who have been sitting on cash will be looking at this as a possible acquisition. Well run. Price:
$14.280
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on OIL
Owned:
Yes
2005-08-12 TOP PICK Atlantic-Power-Corp.
ATP-T
Sandy McIntyre Have a portfolio of about 15 generation facilities in the US. 10.5% yield. Did a transaction yesterday that is immediately accretive to earnings, cash flow and distributions. In a sector where there is a huge commonality in types of underlying assets, there shouldn't be this degree of pricing discrepency and saw this as an opportunity. Price:
$10.580
Subject:
INCOME TRUSTS
Bias:
BULL on OIL
Owned:
Yes
2005-08-12 TOP PICK Chemtrade-Logisitics-Inc.
CHE.UN-T
Sandy McIntyre Got beaten up but have recently made a transaction and bought some chemical assets that at a very reasonable price. Payout ratio is acceptable. 10% yield. Price:
$15.790
Subject:
INCOME TRUSTS
Bias:
BULL on OIL
Owned:
Yes
2005-08-12 TOP PICK Corp.-Express
CXP-N
Paul Harris, CFA An office supply company. Made a large acquisition, took on lots of debt and the economy fell apart. Sold a large business they were in and reduced the debt considerably. Rebalanced their balance sheet by buying back preferred stock. Has great organic growth. All B to B business, no retail stores. Top 4 management owns 18%. Price:
$12.250
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2005-08-12 TOP PICK Primaris-Retail-REIT
PMZ.UN-T (Dead)
Sandy McIntyre (A Top Pick May 13/05. Up 6%.) An opportunity to reposition well located properties in urban areas with a very skilled management team. Has external management at this time. Price:
$15.160
Subject:
INCOME TRUSTS
Bias:
BULL on OIL
Owned:
Yes
2005-08-12 TOP PICK Repsol-YPF---SA
REPYY-5
Paul Harris, CFA Trades below its net asset value. Has huge refining capacity which is important in the oil business right now. Feels that refining margins are going to continue to go up. Price:
$30.150
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2005-08-12 TOP PICK Toronto-Dominion
TD-T
Paul Harris, CFA Has a good retail franchise and management is very focused on this. Likes the Bank North deal that they did in the US as well as getting rid of TD Waterhouse in the US. Good yield. Lots of good growth in it. Price:
$55.430
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2005-08-11 TOP PICK Algoma-Steel
AGA-T (Dead)
Michael Smedley A strange situation. Were for sale but have now taken themselves off the market and announced a $6 dividend. Hedge funds had been holding for a takeout and so sold off their holdings which dropped the price. Price:
$29.700
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2005-08-11 TOP PICK BCE-Inc.
BCE-T
Gordon Higgins, CA, MBA An interesting aspect is that the sum of the parts are worth more than the whole. Have 5 million cellular subscribers worth a considerable amount of money at about 8.5 X cash flow versus phone companies at 5.5 X cash flow. BCE trades around 5.5 EBITDA. Have other assets they could sell (Bell Globe Media). With that cash, they could buy shares back. Price:
$31.070
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2005-08-11 TOP PICK Canadian-Imperial-Bank-of-Commerce
CM-T
Gordon Higgins, CA, MBA (A Top Pick Feb 9.05. Up 2.5%.) Likes all the Canadian banks. The Enron event was a one time and knocked $7 off the stock price. Thinks the sell-off was overdone. Price:
$71.620
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2005-08-11 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Gordon Higgins, CA, MBA Getting to be fully priced with the Horizon in there, but the cheapest company in the oil sands trading at 4 X cash flow. A balanced company with 1/3 heavy oil, 1/3 light, 1/3 natural gas, plus the Horizon asset. Price:
$58.170
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 17,386 to 17,400 of 23,667 entries