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
2017-04-18 TOP PICK Acadia-Realty-Trust
AKR-N
Derek Warren

Feels the 3 top picks have probably lagged the market unfairly. In the US, all retail REITs have been destroyed. This one has been beaten up too much. It is very rare to get this REIT at a discount. It has SOHO, Brooklyn, Chicago street front retail. It is irreplaceable real estate. Trading at a discount to NAV. Dividend yield of 3.3%. (Analysts’ price target is $35.50.)

Price:
$31.720
Subject:
REAL ESTATE & REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-18 TOP PICK Cominar-Real-Estate-Inv-Tr
CUF.UN-T
Derek Warren

Feels the 3 top picks have probably lagged the market unfairly. He sees an improving Québec economy, and this is the largest landlord in Québec. Management has gone through some decisions over the last 2 years that were not great, when they tried to grow too aggressively. However, they have said they are done and are now focusing internally on the company. Payout ratio is a little high, but there is some visibility in the future leases that are signed but not yet economically contributing to the income statement. If you have a 3-year hold, buying in the $14 range is going to give you a very solid yield, and it will skate through over the next couple of years. Dividend yield of 10%. (Analysts’ price target is $15.)

Price:
$14.730
Subject:
REAL ESTATE & REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-18 TOP PICK Facebook
FB-Q
John Stephenson

This has been a wonderful company. They are becoming a platform company. Has had some hiccups, but really has been a great company. You are really coming down to a core group of names in technology that are large cap, investable and stable, and this one is pretty much at the top of the pack. Huge active monthly users, engagement is really high. They still have to monetize video. (Analysts’ price target is $164.)

Price:
$140.960
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-04-18 TOP PICK First-Capital-Realty
FCR-T
Derek Warren

Feels the 3 top picks have probably lagged the market unfairly. This has lagged for a number of reasons. There is a bit of a concern on the retail market in general, but he would argue that their locations are highly resilient. They’ve had their guidance lowered a little because of some of the acquisitions they did, some developments cost a fair bit of money. However, long term, this is going to work out very well. Thinks management has got the message that they need to provide more FFO per share growth over the next couple of quarters. The previous CEO has been selling which has put some pressure on the stock, but has nothing to do with the valuation of the company. Dividend yield of 4.2%. (Analysts’ price target is $23.)

Price:
$20.350
Subject:
REAL ESTATE & REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-18 TOP PICK Michael-Kors-Holdings
KORS-N
John Stephenson

*Short* Not a valuation call, but a call on retail, and one in particular. Even management has guided towards lower earnings, lower margins and lower revenue. Struggling from a retail perspective, and retail in general is struggling. Thinks retailers are attractive Shorts overall. (Analysts’ price target is $40.)

Price:
$36.900
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-04-18 TOP PICK Shire-PLC
SHPG-Q
John Stephenson

A pharmaceutical/biotech company. It has an extremely attractive valuation, dirt cheap, trading at under 11X forward earnings. This has a really good stable of rare disease drugs that are very much untouched in the marketplace. The pharmaceutical sector has been absolutely beaten up and is becoming absolutely compelling. Dividend yield of 0.53%. (Analysts’ price target is £6100.)

Price:
$169.640
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-04-17 TOP PICK Intertape-Polymer-Group
ITP-T
Barry Schwartz

Everything that is shipped has to be professionally taped.  They have done a good job of taking their market share and expanding outside of Canada and the US.  Great dividend that has grown many years in a row. (Analysts’ target: $27.75).

Price:
$23.610
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-17 TOP PICK Live-Nation-Entertainment-Inc.
LYV-N
Barry Schwartz

Experiential Consumerism.  Concerts and adventure travel.  They make their money not on the concerts, but on the merchandise, the promotions, the sponsorships and they own a lot of the venues.  They are out there buying more and more concerts and live events.  They own Ticket Master.  It does not pay a dividend and the balance sheet is not opaque.  He thinks they can build their cash flow over 40% over the next couple of years.  They have wonderful pricing power.  (Analysts’ target: $33.00).

Price:
$30.890
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-17 TOP PICK Vail-Resorts-Inc
MTN-N
Barry Schwartz

The moat is the mountains.  They own world class, top properties and are looking to expand. It is not cheap, but they have a good track record of increasing their dividend. (Analysts’ target: $210.00).

Price:
$189.860
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-17 TOP PICK Sphere-FTSE-Emerging-Sustainable-Yield-ETF
SHZ-T
John DeGoey

(He’s been telling people for years that they should be buying more emerging markets. Tonight, he is giving 3 different ways to play the same theme.) This one started trading about 6 months ago and is focused on sustainable yield. It is small. The important thing is, it has a sustainable yield as part of its methodology. That is the value screen. He is a proponent of factor investing.

Price:
$10.330
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-04-17 TOP PICK Vanguard-FTSE-Emerg.-Mkts.-All-Cap-ETF
VEE-T
John DeGoey

(He’s been telling people for years that they should be buying more emerging markets. Tonight, he is giving 3 different ways to play the same theme.) If there was only one way to play it, this would be the one that is the most diversified and the lowest cost.

Price:
$32.070
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-04-17 TOP PICK iShares-MSCI-Emerging-Markets
XEC-T
John DeGoey

(He’s been telling people for years that they should be buying more emerging markets. Tonight, he is giving 3 different ways to play the same theme.) This has a small-cap bias. The 2 main factors that are the most important to him are value and market capitalization.

Price:
$24.890
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-04-13 TOP PICK Bank-of-America
BAC-N
Paul Harris, CFA

The stock ran up and has pulled back, giving a good opportunity to buy. It has 10% of all the retail assets in the US. It continues to reduce costs through technology and headcount. They have 3 very strong good businesses, retail, corporate investment banking and the brokerage business. Trading just below BV. Thinks the stock is worth in the $38-$40 range. Dividend yield of 1.3%. (Analysts’ price target is $26.)

Price:
$22.340
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-04-13 TOP PICK Blackstone-Group-LP
BX-N
Paul Harris, CFA

Trading at 10X earnings and has a very good dividend yield of 5.2%. 2 things happened with this company. They were very smart at buying a lot of assets in the downturn in the equity market, and if it continues like this, it will give them the opportunity to harvest gains from that. The other thing was that they raised about $100 billion. They have a lot of firepower if something happens to the stock market. Feels the company is worth somewhere between $55 and $60 if things work out. (Analysts’ price target is $34.75.)

Price:
$28.860
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-04-13 TOP PICK CVS-Health-Corp
CVS-N
Paul Harris, CFA

A kind of integrated health care company. It is a pharmacy and has a long-term care business. Trades at 13X earnings. The stock has pulled off from its highs. Has a free cash flow yield of about 7%. They’ve had some issues on the same store sales side over the last while, and he thinks that is stabilizing. On the healthcare side, they need to make a few more acquisitions. Thinks the intrinsic value is somewhere between $90 and $95. Dividend yield of 2.6%. (Analysts’ price target is $87.50.)

Price:
$77.960
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
Showing 16 to 30 of 23,769 entries
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