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
2016-06-22 TOP PICK Magna-Int-l.--A-
MG-T
Kash Pashootan

A screaming buy at these levels. Not because he expects mega-growth in the automobile industry, but when you look at the valuation, this is pricing in a doomsday scenario, to say the least. Trading at around 8X PE, and comfortably could be at around 11X or 12X, so doesn’t believe they need to grow their earnings considerably to see a multiple expansion that reflects the current market environment. Dividend yield of 2.58%.

Price:
$50.000
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-22 TOP PICK Merck--and--Company
MRK-N
Paul Macdonald

He likes the balance sheet and the income he is getting from this. They have a hepatitis C drug that is coming out as well as a great oncology drug. They have 26 phase 3 trials. Sees a slight increase in revenues over the next 2 years. Dividend yield of 3.22%.

Price:
$57.040
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2016-06-22 TOP PICK UnitedHealth-Group-Inc
UNH-N
Paul Macdonald

HMOs have really benefited from the Affordable Care Act with new lives coming on to getting insurance. Also, benefiting from lower employment rates. This is the “elephant in the room” in healthcare insurance in the US. Dividend yield of 1.81%.

Price:
$137.900
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2016-06-21 TOP PICK Concordia-Healthcare
CXR-T
Zachary Curry

Unfortunately, this gets compared with Valeant (VRX-T). They are not as dependent on price increases. The negative is that they did bite off a big chunk of debt to buy AMCo. Last quarter was the 1st full quarter with AMCo in their results. The numbers were okay and the margins were good at close to 80%. If they can demonstrate that they are going to take the free cash flow and pay down debt, that is going to be a great thing. Dividend yield of 1.33%.

Price:
$29.600
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-21 TOP PICK Keyera-Corp
KEY-T
Zachary Curry

One of the larger midstream businesses. Their specialty is natural gas processing and gathering. On the liquids side they do storage. Management team has been in place for ever. Top, top, top quality. A very conservative team. The payout ratio is 60%. Their latest partnership is with a large producer on building a sour gas processing plant. Dividend yield of 4.01%.

Price:
$37.700
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-21 TOP PICK Kroger-Co.
KR-N
Mohsin Bashir

They are across all the US and are the largest market share in terms of business that also has a niche play into affordable organic foods, which was only launched 2 years ago, but represents $1.2 billion of their annual sales. They recently made an $800 million acquisition and got 24 new grocery store locations, giving them access to Wisconsin and the Mariano’s name in Chicago. They are #2 in terms of market share, 2nd only to Walmart. Dividend yield of 1.22%.

Price:
$34.470
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-21 TOP PICK McDonalds
MCD-N
Zachary Curry

They have a new CEO and are doing great things. Changing menu items, value items, all Day breakfast, revamping stores, etc. A little rich on the earnings valuation at 22X. Same-store sales are close to 6%. Dividend yield of 2.91%.

Price:
$122.630
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-21 TOP PICK Transcontinental-Inc.--A-
TCL.A-T
Mohsin Bashir

This is arguably the last man standing in the printing business. Printing is in secular decline. The age of digital is upon us, and people are using less paper. This company prints magazines, newspapers and flyers. Flyers for grocery stores and pharmacy chains are publications that millennials prefer to read in print. The company is moving to the flexible packaging business and in the last 2 years have upped the revenues to 10%. Dividend yield of 4.15%.

Price:
$17.850
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-21 TOP PICK Tricon-Capital-Group
TCN-T
Mohsin Bashir

Their focus is principally on residential real estate. They have Tricon American Homes which focuses on the Sunbelt in the US. Most people want to own single family rental properties in that particular space. Trades at a significant discount to their NAV of around $13, and he sees room for growth. Dividend yield of 3.03%.

Price:
$8.570
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-20 TOP PICK Concordia-Healthcare
CXR-T
John Zechner

The story is holding together really well with the big AMCO acquisition they did last year and 60 new products coming out in the next couple of years. The core business is doing well. They have some orphan drugs. Stock is trading basically at 5X earnings, 7X Operating Cash Flow. They will generate free cash flow and pay down the debt, and at that time the multiple starts to go higher. Dividend yield of 1.3%.

Price:
$29.400
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-20 TOP PICK Firstservice-Corp
FSV-T
James Telfser

A great Canadian story. Split from Colliers in 2015, and this was the property management side. They also have a number of brands such as California Closets, a restoration business, and recently made an acquisition to buy Sentry Fire which provides fire extinguishers, sprinklers, etc. Mostly in South-Eastern Florida. They have a huge amount of recurring revenue and are growing organically in the 5%-7% range. Their acquisitions are all small, mom-and-pop private businesses that they are able to buy at only 5X EBITDA, and they come from these with cash flow. This has a long runway in a fragmented industry. Dividend yield of 0.97%.

Price:
$58.350
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-20 TOP PICK Alphabet-Inc--C-
GOOG-Q
John Zechner

Best growth in technology. They own the Android operating system and are giving it away for nothing. If you ever monetized that, it would be a huge value for them. What they know about the consumer has so much value. They are positioned better than anybody to get all this growth. 

Price:
$693.710
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-20 TOP PICK Hudson-Bay-Co.
HBC-T
John Zechner

Using REITs and looking at the real estate value, it is pretty easy to get a value of something around $30 for the real estate alone. You are paying less than nothing for the retail asset. They are doing all right in Canada. Saks is a little bit slow. They are bringing costs down across the board. A good story. Dividend yield of 1.27%.

Price:
$15.630
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-06-20 TOP PICK Heroux-Devtek-Inc.
HRX-T
James Telfser

An aerospace company. Do a lot of landing gear for planes. They have a long history of making very wise allocation of capital, and thinks they are at a point now where they might start to look at doing something else interesting. They just did a lot of work for the Triple7 landing gear for one of the new planes.

Price:
$14.870
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-20 TOP PICK ZCL-Composites-Inc.
ZCL-T
James Telfser

A well-run, shareholder friendly company. Manufactures fiberglass tanks for gas stations, which used to be made out of steel, so there is a replacement cycle. They have over 50% market share. Dividend yield of 3.56%.

Price:
$9.000
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
Showing 16 to 30 of 22,575 entries
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