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
2005-09-13 TOP PICK Repsol-YPF---SA
REPYY-5
Bill Harris, CFA (A Top Pick March 21/05. Up 16%.) Will be a big beneficiary of higher margins in the refining business. Lots of room for the stock to go higher. Price:
$31.310
Subject:
NORTH AMERICAN - OIL/GAS/MINING
Bias:
CAUTIOUS
Owned:
Yes
2005-09-13 TOP PICK Telus-Corp
T-T
John Zechner Wireless business is booming. Wireless is in better shape in Canada than its ever been and Canada looks a lot better than a lot of countries in terms of margins, growth and penetration. Could be a trust eventually. Price:
$46.700
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2005-09-12 TOP PICK Algoma-Steel
AGA-T (Dead)
Bruce Campbell (1) Paid a $6 special dividend last month which is why it is down. In the $22/23 range, you have about $11 a share in cash and it looks like steel prices are turning around a little bit. They could probably earn in the $3.50 range next year with current steel prices.Only trades at 3/4 X earnings if you ex the cash. Extremely cheap. Price:
$23.830
Subject:
CANADIAN LARGE (VALUE)
Bias:
OPTIMISTIC
Owned:
Yes
2005-09-12 TOP PICK AvenEx-Energy-Corp
AVF-T (Dead)
Bruce Campbell (1) About 2/3 energy, some financial services, cash chequing services and about 10% real estate. Double digit yield. Will probably see another dividernd increase in the next couple of quarters. Price:
$13.000
Subject:
CANADIAN LARGE (VALUE)
Bias:
OPTIMISTIC
Owned:
Yes
2005-09-12 TOP PICK Canwel-Building-Materials-Ltd.
CWX-T
Mark Jackson, CFA Pays 16%. Unit trust has come under some pressure after their last earnings release which had some special charges for conversion and an acquisition. They can also get caught on moving commodity prices. Feels there's a very good margin improvement story here. There is talk of a cut in distribution, but feels this is not the case. Price:
$5.780
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2005-09-12 TOP PICK Kingsway-Financial-Services
KFS-T
Bruce Campbell (1) Non traditional auto insurance in both Canada and the US. Very small exposure/loss to the hurricane Katrina. Stock was a little bit weak on that basis. Trades at not very much above book and at single digit earnings multiples. Price:
$20.980
Subject:
CANADIAN LARGE (VALUE)
Bias:
OPTIMISTIC
Owned:
Yes
2005-09-12 TOP PICK Toronto-Dominion
TD-T
Mark Jackson, CFA Should have good growth. 2 risks facing all banks. We are topping out on the credit cycle so you want to look for a bank with less exposure there. TD has a very large retail presence which tends to immunize them. All banks are generating a significant amount of capital and feel that this one will deploy it for good growth through their US bank. Price:
$56.460
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2005-09-12 TOP PICK Talisman-Energy
TLM-T (Dead)
Mark Jackson, CFA Presently we are in a scenario of $40/50 oil prices and $8/9 natural gas prices for the next 12/18 months. This stock is attractively valued at about 4 X enterprise value to EBITDA. Generating close to $5 billion in cash this year. Price:
$57.600
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2005-09-09 TOP PICK Duvernay-Oil-Corp
DDV-T
John Stephenson A little on the pricier side, but has had a great run in terms of its production. Has an expanding production base. Its costs is filling in a lot of its land positions. An incredible management team. Recommending it based on reduced costs and increasing production over time. Price:
$39.340
Subject:
OIL, GAS & UTILITIES
Bias:
BULL on ENERGY
Owned:
Yes
2005-09-09 TOP PICK Innova-Exploration-Ltd.
IXL-T
John Stephenson Inexpensive compared to its peers with a 5 X multiple. Expanding its production quite dramatically, basically doubling its growth. Focusing on light oil which is a better place to be than gas. Price:
$7.750
Subject:
OIL, GAS & UTILITIES
Bias:
BULL on ENERGY
Owned:
Yes
2005-09-09 TOP PICK Petro-Canada
PCA-T
John Stephenson Compared to its peers, it's very fairly valued, but more importantly, it has very strong production coming on over the next year with White Rose, Buzzard and Syncrude. Has lagged up to this period, but is now coming on strong. Should grow production a minimum of 6/7% a year. Price:
$49.460
Subject:
OIL, GAS & UTILITIES
Bias:
BULL on ENERGY
Owned:
Yes
2005-09-09 TOP PICK Penn-West-Petroleum
PWT-T
Greg Guichon Have been buying this week. A very exciting trust. Have a very large land position and are in the process of reworking it. Have farmed out 25% of their land to other trusts and exploration companies. Very low debt level. 7/8% yield. Price:
$36.480
Subject:
INCOME TRUSTS
Bias:
BULL on ENERGY
Owned:
Yes
2005-09-09 TOP PICK Waste-Connections
WCN-T
Bruce Hartman A favourite. They operate land fill sites and non-hazardous solid waste collection in Canada and the US. Has increased its distributions 4 times since becoming a trust and expects this to continue. Price:
$30.060
Subject:
INCOME TRUSTS
Bias:
BULL on ENERGY
Owned:
Yes
2005-09-09 TOP PICK Yellow-Media-Inc
Y-T
Greg Guichon Management has done an excellent job of making themselves a monopoly in Canada. Price:
$15.720
Subject:
INCOME TRUSTS
Bias:
BULL on ENERGY
Owned:
Yes
2005-09-08 TOP PICK Aimia
AIM-T
Matt Baillie Expect it to continue to move. A real cash cow and doesn't need CapX. All Canadian, so you don't have the foreign exchange exposure. They'll be consolidators in the loyalty program space. Price:
$14.250
Subject:
CANADIAN LARGE & INCOME TRUSTS
Bias:
CAUTIOUS
Owned:
Yes
Showing 17,386 to 17,400 of 23,781 entries