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
2017-03-21 TOP PICK Bank-of-America
BAC-N
David Burrows

Trading at 1X BV and the multiple of Book is expanding. They have multiple drivers. They’ve been cutting costs which has been going on for quite some time. They are getting higher interest rates, giving $600 million of additional revenue last quarter from their net interest margins. They win if there is less regulation. They win if there is economic growth, which they are getting. They win if they can return more capital by way of dividends, which they are now allowed to do. Dividend yield of 1.2%. (Analysts’ price target is $26.)

Price:
$23.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-03-21 TOP PICK Chevron-Texaco
CVX-N
David Dietze

He is looking for market-leading companies that are in sectors out of favour, and either have very strong dividends or some sort of catalyst that will unlock value. This one meets all that criteria. Oil has dropped over $100 a barrel, down to about $26, and then moved up now to just below $50. As a result, companies are still shutting in production as opposed to expanding, until supply/demand come back into sync. This is a great way to play that. No matter what happens, this company is dedicated to holding up their 4% dividend yield. Also, they have already made a lot of investments such as Indonesia, so CapX is going to be further reduced, and will be able to grow their free cash flow going forward. (Analysts’ price target is $126.50.)

Price:
$108.040
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2017-03-21 TOP PICK GlaxoSmithKline-PLC
GSK-N
David Dietze

He is looking for market-leading companies that are in sectors out of favour, and either have very strong dividends or some sort of catalyst that will unlock value. With markets just off all-time highs, he is looking for defensive plays, not one trick biotech ponies, but ones that have a whole array of meds. This is one of the leaders in therapeutic vaccines, various compounds and strong research development. Also, it has the European tarnish and lower valuation, but their business is outside of that area with about 50% in emerging markets and 25% in North America. A dividend well north of 4%. (Analysts’ price target is $48.)

Price:
$42.320
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2017-03-20 TOP PICK BCE-Inc.
BCE-T
Lyle Stein

This has come down because there of concerns about slowing demand for services and potentially rising interest rates. You are getting almost a 5% dividend yield, and it is going to grow. It has great cash flow generating ability. He likes their Manitoba telecom acquisition as it gives them more synergy potential. (Analysts’ price target is $60.)

Price:
$57.560
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-03-20 TOP PICK DIRTT-Environmental-Solutions
DRT-T
Jim Huang

You could think of this as a modular furniture company, but it is not just furniture. They do walls, they do the whole design. Give them an empty space, they can get it done. It gets measured and put it into proprietary 3-D design software so you can visualize what it looks like. What is more impressive, is that they basically have it all priced out instantaneously. (Analysts’ price target is $8.63.)

Price:
$6.700
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-20 TOP PICK Intertape-Polymer-Group
ITP-T
Jim Huang

This basically makes tapes. Designs things like Scotch tape, as well as making a lot of tape for industrial use, and for e-commerce. They control costs partially by phasing out older plants and building bigger and more efficient ones. Stock has been a little flat in the last couple of months because of flooding in one of their new plants, but that is fading away now. Dividend yield of 3.3%. (Analysts’ price target is $27.75.)

Price:
$21.940
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-20 TOP PICK PrairieSky-Royalty
PSK-T
Lyle Stein

One of the oil patch casualties that has actually done okay. He likes royalty structures because you don’t have capital investment risks, and this one has no debt on the balance sheet. Oil price recovery gives them torque to the upside. During the horrific oil environment of 2015-2016, they proved their ability to generate good cash flow. Dividend yield of 2.7%. (Analysts’ price target is $34.75.)

Price:
$28.250
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-03-20 TOP PICK Parex-Resources-Inc.
PXT-T
Jim Huang

An oil company in Colombia. Colombia has been one of the hidden gems in South America. The last couple of Colombian presidents have really brought stability to the country. Very friendly to oil exploration. This company has a great track record with previous companies. Good exploration and growing their reserves and production, and it is cheap. With higher oil prices, this will do very well. (Analysts’ price target is $22.)

Price:
$15.830
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-20 TOP PICK Toronto-Dominion
TD-T
Lyle Stein

This bank bore the brunt of the negative publicity on the CBC announcement. The reality is, this is a buying opportunity. It is now trading at a multiple that is less than the banking industry in general. Dividend yield of 3.6%. (Analysts’ price target is $71.50.)

Price:
$65.600
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-03-17 TOP PICK Precision-Drilling
PD-T
Michael Sprung

Has gone through a very difficult environment, but he likes what management has done in that environment. This is Canada’s largest tier #1 contract driven company, with growing operations in the Middle East. They’ve spent a fortune in technology in upgrading equipment, and now we are beginning to hear that contracts are being renewed for longer periods and day rates are firming up a little. It has a lot of leverage to an improving environment. (Analysts’ price target is $9.)

Price:
$6.140
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-03-17 TOP PICK Sun-Life-Financial-Inc
SLF-T
Michael Sprung

He likes the insurance companies in this environment. Life insurance companies tend to do particularly well in any sort of rising interest rate environment. This has significant operations, not only in Canada, but also in the US, UK and Asia. Very well positioned to increase their ROE over the next couple of years. They have a target of 12%-14% ROE, which he believes they’ll be able to achieve. Dividend yield of 3.4%. (Analysts’ price target is $54.)

Price:
$49.270
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-03-17 TOP PICK George-Weston-Ltd.
WN-T
Michael Sprung

This is a major shareholder in Loblaws (L-T) as well as having a bakery business. You are getting the bakery at a significant discount, when you look at the value of Loblaws. He likes the positioning of Loblaws and their holding of Shoppers, and they have great exposure in the discount chain area. Dividend yield of 1.6%. (Analysts’ price target is $127.)

Price:
$112.430
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-03-16 TOP PICK AltaGas-Ltd
ALA.R-T
Zachary Curry

The company has just issued these Subscription Receipts for stocks, for a US acquisition they plan to do that should close in the 2nd quarter of 2018. There are a few worries where they have a big chunk of debt and some worries on the utility side. In his view, the debt levels will go down. If the deal doesn’t go through, the subscription receipt holders get their money back. This is trading at about $1 less then the common shares. Dividend yield of 7.1%.

Price:
$29.740
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-16 TOP PICK Anthem-Inc
ANTM-N
Gordon Reid

A US health insurance company. The whole area is in turmoil right now. They insure about 40 million Americans. Even with all of the turmoil, the whole idea from a logical standpoint is that both the Republicans and the Democrats have vowed that they want no one to be left behind, that they want insurance. Ultimately, if insurance is going to work, it has to be very broad. Dividend yield of 1.5%. (Analysts’ price target is $174.)

Price:
$168.420
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-03-16 TOP PICK Biogen-IDEC-Inc.
BIIB-Q
Gordon Reid

A bio pharmaceutical. If you look at the traditional Pharma space, the chemical-based companies, the bio-based companies were always out there, coming along, but basically not making a lot of money and were often single drug companies, virtually reinvesting all their cash flow. They have now matured and into much stronger growth companies than the traditional pharmas. They also have lower multiples than they did 5-6 years ago. That makes it quite attractive. (Analysts’ price target is $305.)

Price:
$278.960
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
Showing 16 to 30 of 23,667 entries
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