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
2016-11-30 TOP PICK Northland-Power-Inc
NPI-T
Lyle Stein

Wind player in the North Sea. They’ve spent a lot of money building capacity up, and now they are going to start benefiting from the cash flow in the income stream. Dividend yield of 4.99%. He expects significant dividend increases as the cash flow goes up 60%-65% over the next 2-3 years. (Analysts’ price target is $25.60.)

Price:
$21.720
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-11-30 TOP PICK Tutor-Perini
TPC-N
Gordon Reid

This has a $6.7 billion backlog, which represents about 1.5 years of revenue, and it is only going to increase because all of these infrastructure programs are going to be out for tender and they have already geared up. They are one of the main players in this arena. (Analysts’ price target is $29.)

Price:
$26.100
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2016-11-30 TOP PICK Wells-Fargo
WFC-N
Lyle Stein

This had been a traditional blue-chip name in banking. It has the largest mortgage book in the US. Rising interest rates are good for banks. The problem was when they got hit with opening false accounts. Trading at about 11-12 times earnings, and historically has traded at 16 times. This is a multiple expansion play just to get back to normal. Also, Trump wants to reduce banking regulations. Dividend yield of 2.88%. (Analysts’ price target is $52.81.)

Price:
$52.920
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-11-29 TOP PICK AutoCanada-Inc.
ACQ-T
Paul Harris, CFA

A stock that ran up from literally nothing to almost $90. They bought a lot of auto dealerships. Dealerships make lots of money, because they sell a lot of other products as well. The company did 14 acquisitions in one year, but never integrated them properly, so the stock collapsed. New management has come in and are integrating them properly, and only doing 2-3 acquisitions a year. Trading at 12X earnings. Dividend yield of 1.97%. (Analysts’ price target is $24.25.)

Price:
$20.300
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-11-29 TOP PICK Allergan-PLC.
AGN-N
John Petrides

The healthcare sector has been the worst sector of the S&P 500 year-to-date, and yet the long-term fundamentals are still very strong. You have a growing global population and an aging population. That means the healthcare system, from a utilization standpoint, is going to continue to be under a lot of pressure regardless of Obama care. The valuation on the healthcare sector in general has not been this low since 2009 and back in 1994 for the past 25 years. They recently sold their generic business to Teva (TEVA-N) and got $40 billion. They are using the cash to buy back debt and to buy back stock. This owns Botox, one of the largest consumer drugs in the world. They are using the cash they got, to make small acquisitions to bolster their drug pipeline. Dividend yield of 1.44%. (Analysts’ price target is $266.11.)

Price:
$192.640
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-11-29 TOP PICK Baker-Hughes
BHI-N
John Petrides

Fairly recently acquired by General Electric (GE-N) to form an oil/gas partnership using the GE oil and gas service business. If you are a Baker Hughes shareholder, you get a one-time $17.50 dividend. This company has a really strong balance sheet. Presuming the deal is approved mid-2017, the new partnership will be the 2nd largest oil/gas service company in the world on a revenue basis. Thinks energy is starting to form a bottom. As long as oil prices don’t collapse, the combined entity will be very strong. If the deal doesn’t go through, this company will receive a break up fee, of about $1.3 billion. Dividend yield of 1.12%. (Analysts’ price target is $62.17.)

Price:
$60.480
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-11-29 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Paul Harris, CFA

A very unique company. Trading at 6X earnings with a 2.5% dividend yield. They have 2 very important drugs. One is an HIV drug, which is very, very good and is growing nicely. What has caused the stock to be down about 20% on the year, is their Hep C drug. The drug is so good that it is actually curing a lot of people. Although there is still growth on the Hep C side, the market is implying that they are not going to make money. That is wrong as they will continue to make money, but at a much slower rate. He feels the market is giving them zero credit for their pipeline of drugs. Also, feels the market is not giving them credit for the HIV drug which continues to do very, very well. They have lots of cash, so can actually make an acquisition. Dividend yield of 2.51%. (Analysts’ price target is $95.16.)

Price:
$74.870
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-11-29 TOP PICK Nike-Inc
NKE-N
Paul Harris, CFA

This has been a very expensive company for many years, and doesn’t pay a big dividend, only 1.42%. Trading at around 20X earnings. It has a great brand and a great technology, and they have a great online business. The stock has done poorly because of 1) inventory issues and 2) because of some marketing issues. Buying a global brand that is growing internationally at these levels is good. (Analysts’ price target is $63.52.)

Price:
$50.630
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-11-29 TOP PICK Nestles
NSRGY-OTC
John Petrides

Post the election, although the stock market has risen, certain sectors have not. One of those has been the consumer staples. This company is down about 6% since the election, about 9% since the BREXIT vote in July. Trading about in line with the market, where it usually gets a very substantial premium. One of the largest makers of snack foods globally. They’ve grown their dividend 14% annually for the past 10 years. Very strong balance sheet. Generates about $10 billion in free cash flow per year. Dividend yield of 3.44%. (Analysts’ price target is $97.80.)

Price:
$0.001
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-11-28 TOP PICK CitiGroup
C-N
John Stephenson

Trading below Book, which is $65, so you have some upside. Trading at a very low multiple. Had a great run lately, but thinks it goes much higher. It is into a multi-year turnaround story. CEO is one of the best. This is going to be an increasingly ROC story. You are attaching it at exactly the right time, where rates are going higher, growth is returning to the market, and you may have less of a regulatory overburden which had just killed the banks. Dividend yield of 1.15%. (Analysts’ price target is $58.26.)

Price:
$55.470
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2016-11-28 TOP PICK Facebook
FB-Q
Teal Linde

The selloff from the Trump election is a great entry point for anyone who has been watching the stock and looking for the time to buy. Last quarter, revenues were up 56%. Next year revenues are expected to go 35%, earnings per share 27%. For that type of growth, you typically have to pay a pretty rich multiple. Because of the selloff, it is currently trading at 23X next year’s earnings. They have room to expand. The average Facebook user in the US generates about $14 in advertising revenue per month. In Europe, it is about $5. In Asia it is $2. (Analysts’ price target is $155.10.)

Price:
$120.410
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2016-11-28 TOP PICK Facebook
FB-Q
John Stephenson

One of the ones that hasn’t participated in any meaningful way, and had a few stumbles of late, but when you look at the franchise, it is incredible. They have huge margins of over 60%. They haven’t really done anything with video advertising. You have 1.7 billion people who are active monthly users, a huge number. They’ve really proven that they can monetize mobile, and really are the place to go online. Now is a pretty good time to get in, when you have had large cap tech really not participating in this rally. (Analysts’ price target is $55.10.)

Price:
$120.410
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2016-11-28 TOP PICK Five-Below-Inc
FIVE-Q
Teal Linde

A stock for those who wished they had bought Dollarama (DOL-T). Dollarama is successful because it is basically moving its price point up from $1 up to $2, $3 and to $4. This company simply started selling items at $5 or less. Secondly, they cater to the teenage market. Thirdly, they only have 500 stores in the US, and want to get to 2000. They are growing at 20% on the top and bottom lines, faster than Dollarama with more runway. Trading at only 26-27 times next year’s earnings. (Analysts’ price target is $49.07.)

Price:
$42.330
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2016-11-28 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
Teal Linde

This sold off after the election. In terms of growth rate and valuations, the revenues next year are expected to grow 16%, EPS growth of 19%, and you only have to pay 19X earnings to get that. Consumer staple stocks are trading at 20, 21, 22 times earnings, and the revenue growth is only 2%. (Analysts’ price target is $967.70.)

Price:
$780.230
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2016-11-28 TOP PICK Gap
GPS-N
John Stephenson

*Short* Had a good run last quarter, and is up quite substantially, but is up substantially on not a lot of news, and with not anything particularly encouraging. Margins have dropped from 2014, where they were roughly 17%, and are now trending around 10%. Margins are contracting and they are struggling with e-commerce. The bright spot has been Old Navy which has done relatively well. This industry is very fickle in terms of fashion and getting that brand layup. Dividend yield of 3.61%. (Analysts’ price target is $26.20.)

Price:
$25.480
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
Showing 16 to 30 of 23,224 entries
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