Recent Top Picks | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Recent Top Picks

Date Signal Company Expert Opinion Price
2017-10-11 TOP PICK SoftBank-Corp
9984-JP
Mike S. Newton, CIM FCSI

A Japanese conglomerate, well known multinational Telecommunications/Internet sitting in Japan. Trading at a huge discount to its underlying holdings. Trades at around $99-$100 billion market cap, and at a 40% discount to some of the names they own. They just bought an investment in Matchbox, which is an open-source mapping technology for every single device in the world. A good way to play some of the underlying names like Ali Baba (BABA-N) and Nvidia (NVDA-Q).  Dividend yield of 0.7%. (Analysts’ price target is ¥11,750.00.)

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-10-11 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Mike S. Newton, CIM FCSI

Metro is doing what he expected by selling some of their stake in this company, to fund their Jean Coutu (PJC.A-T) purchase. Valuation is attractive, and they are going to put a whole bunch of Tesla stations in their locations. Dividend yield of 0.6%. (Analysts’ price target is C$72.)

Price:
$58.940
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-10-11 TOP PICK Johnson--and--Johnson
JNJ-N
Christine Poole

The US$ has weakened against all currencies this year, and for US multinationals that is going to be a nice tailwind for them. About 50% of revenues come from North America. About 45% of revenues come from the pharmaceutical division, and then they have the medical devices and the consumer products division. Their Pharma division has really started to show nice organic growth, and investments in their pipeline are paying off. Going forward, management has indicated they expect to file 10 new products by 2019 with revenue potential of $1 billion, so she sees good visibility in the pipeline going forward. Organic growth is picking up. They increase the dividend every year and have done so for the last 55 years. Dividend yield of 2.5%. (Analysts’ price target is $142.)

Price:
$136.650
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-11 TOP PICK Mondelez-International
MDLZ-Q
Christine Poole

About 25% of revenues come from the US and about 40% is from emerging markets. The stock hasn’t done that well this past year, which is why it is a Top pick. As disposable income increases in emerging markets, it is going to increase the sale of more packaged foods. They are the global leading snack food manufacturer. Have been building out their footprint in the emerging markets. The last year has been difficult with a strong US$. We are starting to see improving economic movements in those markets. The long-term trend of increasing consumption of packaged foods and goods plays into this company very well. Dividend yield of 2.1%. (Analysts’ price target is $49.50.)

Price:
$41.710
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-11 TOP PICK Impinj-Inc
PI-Q
Mike S. Newton, CIM FCSI

The IMPINJ enables wireless connectivity across all kinds of devices. What they do that is a bit different from RFID (radio frequency identification) in that they are passive, meaning it is powerless, doesn’t need a battery. They have an alliance called RAIN, which is organized by Google, Intel and AIM. They have the ability to have little tags on clothing to tell prices, inventory, etc. Extremely volatile and not for the faint of heart. (Analysts’ price target is US$49.00.)

Price:
$37.080
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-10-11 TOP PICK Pembina-Pipeline-Corp
PPL-T
Christine Poole

In the infrastructure industry. She likes the Veresen acquisition, located in the Montney region in Alberta and BC, which closed earlier this month. A very low-cost region where producers can make a reasonable return even at these low prices. The company is well positioned to service that area. Veresen also presents more longer-term opportunities, such as Jordan Cove. This is more for the income investor. Dividend yield of 5%, which she expects could be increased. (Analysts’ price target is $50.)

Price:
$43.110
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-10 TOP PICK ETrade-Financial-Corp.
ETFC-Q
Cameron Hurst

Everyone thinks this is all trading commissions, but it is actually a fantastic rate play. Management has been very clear that they are guiding for a 270-basis point on net interest margins as a lender. On every 25-basis point hike, they are capturing 75%-85% of that, and are able to flow that right through. As a backup plan, volumes are going higher. (Analysts’ price target is $48.)

Price:
$43.990
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-10 TOP PICK iShares-MSCI-Germany-ETF
EWG-N
Cameron Hurst

Has been a fan of Germany for most of the year. Wouldn’t be surprised if there was a little consolidation here, but a break out from here is very positive. This is a growth driver of Europe. ECB is not going too far too fast, and a rate hike expectation is a couple of years out.

Price:
$32.690
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-10 TOP PICK Vanguard-FTSE-Cda-All-Cap-ETF
VCN-T
John Hood

If you are going to buy a good Canadian All Cap, this is a good one.

Price:
$31.920
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
No
2017-10-10 TOP PICK Vangrd-European-E.T.F.
VGK-N
John Hood

This holds the largest cap companies in Europe. It is developed countries. There is no Greece. A huge ETF, something like $24 billion. Extremely cheap. If you want to play Europe, it’s a great way to go.

Price:
$58.740
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
No
2017-10-10 TOP PICK Spdr-S-and-P-Biotech-Etf
XBI-N
Cameron Hurst

This is equal weighted, so you are getting a split between the big hefty diversifieds. M&A, which has been highlighted by Gilead, is definitely driving the sector now. At the same time, you are getting the basket approach of the big guys, you are incorporating the small guys as take-out targets that give you the big premium. There is a slightly softer regulatory environment where more drugs are making it to market.

Price:
$87.630
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-10 TOP PICK BMO-S-and-P-TSX-Oil--and--Gas-ETF
ZEO-T
John Hood

(No comments, other than comparable ETF’s that could be looked at.)

Price:
$10.830
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-10-06 TOP PICK Avigilon-Corp
AVO-T
Robert McWhirter

Makes video surveillance and access controlled software, and their products include facial recognition. Year-over-year sales have done quite well. Expecting earnings growth of 27% in 2018, with a further 26% in 2019. (Analysts’ price target is $20.)

Price:
$18.450
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
No
2017-10-06 TOP PICK Maxar-Technologies
MAXR-T
John Zechner

(Changing to Maxar Technologies (MAXR-T).) Just finished the DigitalGlobe acquisition which was a perfect fit. Satellites is a growth market, but is sort of lumpy. DigitalGlobe adds the software that interprets all the data. Plus, the acquisition brings in US presence giving better access to US intelligence and US military and US sales. This is trading at a big discount to all the aerospace firms.

Price:
$70.730
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-06 TOP PICK Martinrea
MRE-T
Robert McWhirter

They use Memex as real-time manufacturing software to improve productivity. Shares have gone up and there is more to come. Dividend yield of 1%. (Analysts’ price target is $15.50.)

Price:
$12.580
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Yes
Showing 31 to 45 of 24,502 entries
<< < 1 2 3 4 5 > >>