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
2017-01-09 TOP PICK Baytex-Energy-Corp
BTE-T
Daniel Lloyd

*Long* A pairs trade with CNQ-T.  Over the next 6 months you could see oil prices drift up.  Their balance sheet is possibly underestimated because their debt is all termed out.  They are 80% down from their all time high.  (Analysts’ Target: $7.97).

Price:
$6.200
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-01-09 TOP PICK CI-Financial-Corp
CIX-T
Daniel Lloyd

*Short*, stay short.  The industry is in secular decline. (Analysts’ Target: $28.83).

Price:
$28.390
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-01-09 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Daniel Lloyd

*Short* A pairs trade with BTE-T.  Any good news you could possibly get is already priced in.  (Analysts’ Target: $49.64).

Price:
$41.820
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-01-09 TOP PICK Gran-Tierra-Energy-Inc.
GTE-T
Josef Schachter

He has a $6 target.  They have lots of exploration and development opportunities.  A good balance sheet.  Buy it under $3.50.

Price:
$3.780
Subject:
OIL & GAS
Bias:
BEAR on OIL
Owned:
No
2017-01-09 TOP PICK Northland-Power-Inc
NPI-T
Daniel Lloyd

It is an event driven situation for him.  They put themselves up for sale.  He thinks they want to get a deal done.  The market is under estimating what the pricing should be.  (Analysts’ Target:  $25.60).

Price:
$23.430
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-01-09 TOP PICK Pengrowth-Energy
PGF-T
Josef Schachter

They had to find a way to survive after the government changed the rules for royalty trusts.  They did a good job of focusing on getting long term assets.  They aim to sell their non-core assets.  When you get to the fourth quarter their balance sheet will be repaired and they could be a $3 stock in 2018.  It will be a table pounding buy very shortly.  (Analysts’ Target Price: $2.01).

Price:
$1.860
Subject:
OIL & GAS
Bias:
BEAR on OIL
Owned:
No
2017-01-09 TOP PICK Sea-Dragon-Energy-Inc.
SDX-X
Josef Schachter

He likes Egypt and he likes the management team.  They have very good assets which will double production this year.  (Analysts’ Target: $1.01).

Price:
$0.700
Subject:
OIL & GAS
Bias:
BEAR on OIL
Owned:
Yes
2017-01-06 TOP PICK Celestica-Inc
CLS-T
Robert McWhirter

Contract manufacturers. They were manufacturing phones, and consumer products, which are now less than 3% of their total manufacturing. They do a lot of business in servers and other stuff, as well as branching out into medical and aerospace. Produced $215 million of free cash flow in the last 4 months, an 11% free cash flow yield. Has about $600 million of cash. 14.8% trailing ROE. Earnings per share grew by 50% on a 22% increase in sales. They also have the ability to free up some cash on some Toronto real estate. (Analysts’ price target is $16.33.)

Price:
$16.170
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
No
2017-01-06 TOP PICK Capstone-Mining-Corp.
CS-T
Robert McWhirter

This has just become free cash flow positive. Cash flow grew by $.21 on a year-over-year basis and is now basically breakeven. They have $158 million in cash on hand, 32% of their market cap, so their ability to service their debt from free cash flow looks pretty good. Trading at 6.7X enterprise value to EBITDA, 4th quarter trailing. (Analysts’ price target is $1.36.)

Price:
$1.330
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
No
2017-01-06 TOP PICK Chevron-Texaco
CVX-N
Matt Kacur

Rates this as a low to medium risk stock. This is a lot like Suncor (SU-T), only a US version. Very consistent return on invested capital, fully integrated. It looks undervalued. 3.7% dividend yield. (Analysts’ price target is $124.13.)

Price:
$116.840
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2017-01-06 TOP PICK Ensign-Resource-Service-Group
ESI-T
Matt Kacur

He considers this a medium risk company. He finds any of the service companies riskier, and have lagged, versus the producers. When you are in the services game, you are the last in line when things are good, and 1st in line when things get bad. They are just starting to get an upswing after the energy prices improved. This is at its all-time low in terms of return on invested capital, but they have a tremendous track record. It is also undervalued. Dividend yield of 5.03%. (Analysts’ price target is $9.81.)

Price:
$9.540
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2017-01-06 TOP PICK Linamar-Corp
LNR-T
Matt Kacur

This is considered as a medium risk company. An auto parts company, and has gotten beaten up just from peak auto speculation. Undervalued and a great opportunity. Dividend yield of 0.66%. (Analysts’ price target is $62.94.)

Price:
$60.500
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2017-01-06 TOP PICK Magna-Int-l.--A-
MG-T
Robert McWhirter

This is an outsourcer, producing $1.4 billion of free cash flow. Has a 6% free cash flow yield, and can end up paying off their debt easily. Has about a 21% ROE on a trailing basis. Earnings are up 33% on a 22% increase in sales. 5.3X enterprise value to EBITDA on a trailing basis. Their cash flow is forecast to grow at 11% in 2017. Dividend yield of 2.6%. (Analysts’ price target is $65.33.)

Price:
$59.620
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH
Owned:
Yes
2017-01-05 TOP PICK American-International-Group
AIG-N
Brian Acker, CA

It has come out of the blue.  His model price is $76.31, or a 16% upside.  A lot of insurance models don’t work with negative interest rates.  Financial repression is being done away with.  (Analysts’ Target: $70.19%).

Price:
$65.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2017-01-05 TOP PICK CitiGroup
C-N
Brian Acker, CA

US banks have not done anything for three years or more.  2009 was a low, but long term they have been trading sideways.  Since election night a lot of these stocks have literally come alive. His model price is $66.61, or an 8.5% upside, but he would ignore that.  The dividend has been severely repressed.  He sees them substantially increasing them.  (Analysts’ Target: $63.07).

Price:
$60.340
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
Showing 31 to 45 of 23,393 entries
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