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
2017-01-19 TOP PICK Amazon.com
AMZN-Q
John O'Connell, CFA

The fact that it has made all these vast investments in infrastructure, they have very little debt. They continue to grow like mad. Moving into India and internationally. They may not be making any money because they are reinvesting the money in growth. It is hard to find good management that is fearless. In 2006, they were using an incredible amount of computer power. Decided to overinvest in computers, and rent out computer space, and are now the largest Cloud computer company globally. (Analysts’ price target is $945.03.)

Price:
$809.040
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Yes
2017-01-19 TOP PICK Bank-of-America
BAC-N
Ross Healy

Their earnings came out the other day and were block buster.  This happened with only one interest rate bump.  Clearly there is some nice momentum going.  They ought to be creating excitement amongst investors.  He is hoping Trump will take a look at what the banks are allowed to pay out.  There should be room for dividend growth.  (Analysts’ target: $24.72). 

Price:
$22.530
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-01-19 TOP PICK Imperial-Oil
IMO-T
Ross Healy

This is cheap.  If you want diversification then he likes this one.  They have this huge guardian angel in the form of Exxon Mobil.  It has not had the big bounce that some of the oil companies have had.  He thinks only good things can happen with this one.

Price:
$44.290
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-01-19 TOP PICK Kelt-Exploration
KEL-T
John O'Connell, CFA

This has done a fantastic job of growing production. They recently acquired about 700 sections of land in the Montney area. Fantastic management team. A super strong balance sheet. Growing well within its cash flow now. They have one of the largest land bases in Alberta and Northeast British Columbia. (Analysts’ price target is $8.72.)

Price:
$6.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Yes
2017-01-19 TOP PICK Power-Financial-Corp
PWF-T
Ross Healy

They own an insurance company and a mutual fund company.  Both have good yields. They should benefit from rising interest rates.  All together it is so cheap that you have to tuck it away and enjoy the dividend while you wait for a nice big gain. (Analysts’ target: $35.00).

Price:
$33.490
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-01-19 TOP PICK Stanley-Works--The
SWK-N
John O'Connell, CFA

This has done a phenomenal job of integrating and consolidating their hand tool business. Most of their tools are made in the US, which is going to be loved by Donald Trump. About 55% of sales are made in the US. There are 3 major divisions, hand tools, power tools and security systems. A very innovative company. Growing at about 12% per annum. Dividend yield of 1.94%. (Analysts’ price target is $131.)

Price:
$119.660
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR
Owned:
Yes
2017-01-18 TOP PICK Aecon-Group-Inc
ARE-T
Greg Newman

Stumbled a little, giving you an opportunity. Management believes that municipal and provincial spend are really going to kick in later in 2017. Any weakness in oil and gas is outweighed from an increase in oil and gas distribution and from their nuclear refurbishment. Their mining segment is really poised for recovery. He is modelling 24% EPS growth from 2016 to 2018 with a 57% payout ratio. Trading below its five-year average. Dividend yield of 2.94%. (Analysts’ price target is $18.12.)

Price:
$15.650
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2017-01-18 TOP PICK goeasy
GSY-T
Peter Hodson

This helps people finance purchases of furniture and appliances as well as giving short term loans. The short-term loan business is growing really, really quickly, and they get to charge a lot of money to the consumers that have to borrow money. Last year they attempted to make a big acquisition but failed, and they took a $5 million charge to earnings, a very significant hit. However, earnings still grew 41%, and this year will look much, much better, on a stock that is trading at 10X earnings and growing at a very, very rapid rate. Dividend yield of 1.92%. (Analysts’ price target is $32.33.)

Price:
$26.010
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-01-18 TOP PICK High-Arctic-Energy-Services-Inc
HWO-T
Peter Hodson

They have Papua New Guinea operations and Canadian operations. All through the energy downturn, this company kept a clean balance sheet, and most years they had an excess cash position. Last year, they took advantage of it and bought 68 new rigs in Canada. Now the cycle starts to turn. Trading at 8X earnings. Dividend yield of 3.65%. (Analysts’ price target is $6.29.)

Price:
$5.590
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-01-18 TOP PICK Manulife-Financial
MFC-T
Greg Newman

This is really growing well in Asia. He models a 12% EPS. Last quarter was a beat. 9% dividend growth. Still trading below its peers. Trading at 13.1X 2016, which isn’t bad relative to the TSX. Very strong balance sheet. They benefit from really good FX tailwinds to the Cdn$. They’ve taken some recent actuarial charges against their long-term care unit, which should make their quarters quieter going forward. This is an interest rate play, so as interest rates start to go higher, they should benefit. Dividend yield of 3.04%. (Analysts’ price target is $25.83.)

Price:
$24.320
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2017-01-18 TOP PICK Shopify-Inc.
SHOP-T
Peter Hodson

As Amazon (AMZN-Q) is destroying the rest of the retail world, this company is going along for the ride. They facilitate online retailers to use Amazon. They sort of transition a company into Amazon, to help with fulfilment, branding, marketing, searching, etc. Revenues have doubled over the past couple of years and will probably double over the next couple of years. Sitting on $400 million in cash. (Analysts’ price target is $68.41.)

Price:
$58.720
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-01-18 TOP PICK Veresen-Inc
VSN-T
Greg Newman

This has a lot more free cash flow of around 10.7 relative to their peers of 7.1. He sees strengthening in natural gas prices. They have 45% of their product in the US, so they get the big tailwinds of FX. They are building out their midstream operations from 14% to about 24% by 2019. Dividend yield of 7.51%. (Analysts’ price target is $14.09.)

Price:
$13.310
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2017-01-17 TOP PICK Apogee-Enterprises-Inc.
APOG-Q
Jennifer Radman

Glass that goes onto multi-story buildings.  They are involved with the design aspects with architects.  They have a good line of sight of where the market is going and have a nice pipeline of activity ahead of them.  They are running the business quite well.  They grew their margins without really getting any benefit from their end market.  (Analysts’ target: 54.50).

Price:
$55.560
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-01-17 TOP PICK Cardinal-Health-Inc
CAH-N
Jennifer Radman

The healthcare space has been really beaten up since the election started.  They have exposure to drug inflation and the pricing side of things. They are really only one of three distributors of pharma in the US.  They have 8-9% of free cash flow.  (Analysts target: $81.88).

Price:
$75.180
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-01-17 TOP PICK Tricon-Capital-Group
TCN-T
Jennifer Radman

A Canadian company with a lot of exposure to the US.  They have rental, development and individual homes.  She had avoided this space, but there are a lot of avenues across they space for them to grow.  It is a great price compared to their net asset value.  She has owned it for a while and is flat on the position.  They bring in a lot of experts to work with and she thinks that is key.  (Analysts Target:  $12.56).

Price:
$9.730
Subject:
US LARGE
Bias:
SELECTIVE
Owned:
Yes
Showing 16 to 30 of 23,426 entries
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