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
2016-08-23 TOP PICK Celgene-Corp
CELG-Q
Zachary Curry

A biotechnology company that is primarily focused on cancer research. They take positions in companies, watch them do the R&D, and then they capitalize further. They’ve made 2 acquisitions, one in the MS space. They have a based strip cancer drug and then little bolt on drugs that combine with the based for changes in chemotherapy treatments.

Price:
$114.010
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-23 TOP PICK Cerner-Corp.
CERN-Q
Zachary Curry

Their premise is basically digitizing health records. Demographically that is a good place to be. There are lots of doctors’ records that are either handwritten or digital in a format that is not compatible with others. There is a US law that says that by this year you have to have this and next year you have to have that, etc. It is a forced conversion to electronic data management and records. They’ve generated about 15% revenue growth and 20% earnings growth consistently. Over the past year they’ve moved from a one-time revenue recognition model to a subscription type model, and the stock really came off. It is now started to come back.

Price:
$64.600
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-23 TOP PICK Firstservice-Corp
FSV-T
James Telfser

The more he gets to know the company, the more he gets to like their story. It is a high recurring revenue model. They do a lot of property management. They are able to bring services together from all over the US, and offer it at a higher margin. They then start to get into other businesses like Sentry Fire, California Closets, and they do some restoration businesses as well. They are taking some of these businesses private, which is quite accretive to the company. The company has a long runway. A very steady type business. Dividend yield of 0.9%.

Price:
$64.150
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2016-08-23 TOP PICK Horizon-North-Logistics
HNL-T
James Telfser

Lost a couple of their big camps in Fort Murray, one by fire and one by smoke. Capacity utilization has been really low in the whole camps and logistics space, so that just took off a whole bunch of capacity. They were covered by insurance, and there are estimates it could be $30 million. What he likes, as compared to similar companies, is that they have a balance sheet based on an equity issue that they did at $3.75 about a year ago, so they can now rollup some of this industry and buy up some of their competitors who are struggling. There has been the big move in energy prices, you are seeing rig counts coming up again, oil production coming up in the oil sands again, and they are getting into some new businesses now where they do some manufacturing. Dividend yield of 4.55%.

Price:
$1.760
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2016-08-23 TOP PICK Heroux-Devtek-Inc.
HRX-T
James Telfser

A high quality industrial name. Landing gears on planes. They are the #3 producer, but are actually the most profitable in the world. Management team is very well aligned. Valuation is reasonable.

Price:
$13.980
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2016-08-23 TOP PICK Keyera-Corp
KEY-T
Zachary Curry

Great management team. Their business is conservative and their payout ratio is around 50%. They’ve consistently grown the dividend, 15 times since they started as a public company. They grow by taking smaller positions in plants and facilities, adding to those and eventually owning them outright. This allows them to get the experience in owning and running them. Their cost of financing is really low. Dividend yield of 3.9%.

Price:
$41.140
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-22 TOP PICK Ameriprise-Financial
AMP-N
John Burke

He would rather not bet on what the fed would do. He is going all-in on financials. Going from 5% financial to 10% yet the market is 15% financials. 

Price:
$96.810
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2016-08-22 TOP PICK Badger-Daylighting
BAD-T
John Kim

Basically half its revenues were tied to the oil/gas industry, so they fell on hard times. They’ve rejigged the profile, because the other part is on utilities, and mostly with construction in streets being dug up to lay down pipe to run cable and stuff. As long as the oil/gas sector doesn’t get any worse, they’ll start to generate more cash, so this is kind of a derivative way to play the oil/gas industry. Dividend yield of 1.49%.

Price:
$26.650
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-08-22 TOP PICK First-Data-Corp
FDC-N
John Kim

One of his largest positions. He is holds this because of its cash flow stream and the paying down of debt. Even if he flat lined the revenues, he feels he would still make somewhere in the neighbourhood of 20%-25% a year for the next few years.

Price:
$33.970
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-08-22 TOP PICK Keycorp
KEY-N
John Burke

Financials are cheap – 8-9% earnings yield.  He likes the numbers – a little bit of growth. 

Price:
$12.180
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2016-08-22 TOP PICK Principal-Financial-Group
PFG-N
John Burke

It is leading since about last Feb.  Before that it is quite beat up. They are in pension plan provision as well as being an insurer.  Nice dividend yield and 8% earnings yield.

Price:
$47.170
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2016-08-22 TOP PICK XPO-Logistics--Inc
XPO-N
John Kim

A US logistics company. They will route and ship whatever products for you. This includes where it will be picked up, how it gets transported, and where it is going, as well as handling all the custom forms and way bills that are needed. They also own Conway Trucking which they bought last year in order to do the “last mile”. They’ve reached the inflection where they are starting to generate free cash flow now. Management has guided $500-$800 million of free cash flow in 2018, and that is on a $4 billion market cap company. You are either going to get a 25% upside or it could be a double by 2018.

Price:
$36.460
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-08-19 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Jason Del Vicario

It seems this company is in the running to acquire CFT Brands in the US. This is an excellent allocator. If they can do this acquisition, they should break to new highs. Dividend yield of 0.5%.

Price:
$62.150
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2016-08-19 TOP PICK Ceapro-Inc.
CZO-X
Jason Del Vicario

Growing their top and bottom lines very well and are in a very, very interesting space. What he likes most is that their technology is patented, so they are able to license it out and collect royalties, as well as producing the products.

Price:
$1.990
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2016-08-19 TOP PICK Data-Communications-Management
DCM-T
Jason Del Vicario

This is a “value” pick. Trading at about 4X earnings. They went through an extensive restructuring earlier in the year. However, coming out of this restructuring, they got an excellent CEO, who has not only agreed to stay on to see the company through the next phase of their restructuring, but also made a significant investment in the company. Revenues have not been increasing at a rate he would like. Some of their business is related to areas that are perhaps declining. A negative overhang would be an impending postal strike. If they are able to continue with the restructuring and pay down the debt, he could easily see the valuation north of $10.

Price:
$3.700
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
Showing 16 to 30 of 22,826 entries
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