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
2016-09-20 TOP PICK Deutsche-X-trackers-Harvest-CSI-300-China-A-Shares
ASHR-N
Tyler Mordy

Feels the China story is so important. The market is getting it wrong. Chinese stocks have so many positive benefits in the long term.

Price:
$24.650
Subject:
ETF's
Bias:
BULLISH
Owned:
Yes
2016-09-20 TOP PICK Boardwalk-REIT
BEI.UN-T
Andy Nasr

Trades at a huge discount to replacement value, which he pegs at around $65. Apartments are a defensive asset class and this is a good example. If you are worried about house prices declining in Western Canada, people are going to rent instead of buy. You should see occupancy go up in low income Housing, which is where this company really benefits. 80% of the Net Operating Income comes from Alberta and Saskatchewan, which is why it trades at a sizable discount. Exceptional management team which owns 25% of the company. Dividend yield of 4.5%.

Price:
$49.950
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-09-20 TOP PICK PowerShares-Senior-Loan-Portfolio
BKLN-N
Tyler Mordy

Senior bank loans. They effectively differ from high-yield bonds in that 1) they are higher up in the capital structure and 2) they have a floating rate structure. If you are worried about rising interest rates, this is a way to go. A good comparison would be “junk bonds”. He has liked high-yield bonds for a while and has sold them. He is now moving into this ETF.

Price:
$23.130
Subject:
ETF's
Bias:
BULLISH
Owned:
Yes
2016-09-20 TOP PICK Cigna-Corp.
CI-N
Andy Nasr

A US health insurer provider, one of the largest. There is a pending deal. Aetna (AET-N) (?) wants to buy the company, and it is unlikely that deal gets approved. If the deal doesn’t get approved, the break fee is about $1.5 billion. On top of that, when you look at the cash they can deploy, they are going to have about $10 billion to play with. They can buy back a ton of stock if the deal does not go through. If it does go through, you still get 30% upside. Dividend yield of .03%.

Price:
$131.990
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-09-20 TOP PICK iShares-MSCI-India-ETF-
INDA-US
Tyler Mordy

India is a story that is a little more popular. Everybody can recite the positives such as young demographics, the government led by Modi or the monetary policies. The real thing you want to see in emerging markets is the “triple merit scenario”; falling interest rates, rising currencies and a rising stock market. The way to do that is to get inflation down, and inflation has been a huge problem in emerging markets for a while. India has stuck to the program.

Price:
$0.000
Subject:
ETF's
Bias:
BULLISH
Owned:
Yes
2016-09-20 TOP PICK Nestles
NSRGY-OTC
Andy Nasr

He has shied away from the US consumer staple sector, however he does find good consumer staple opportunities in Europe, and this is an example of a fantastic company. You are getting a mid-single digit free cash flow yield. It is also a company that has optionality. A new CEO is coming in January, and the focus is going to be on cost control and margin improvement. Dividend yield of 2.9%.

Price:
$0.001
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-09-19 TOP PICK Keyance
6861-JP
David Fingold

Manufactures sensors and machine vision systems. Automation is necessary to move to where we are trying to go in in terms of manufacturing quality. A very entrepreneurial company. All their products create tremendous cost savings for their clients. Dividend yield of 0.21%.

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-19 TOP PICK Facebook
FB-Q
Teal Linde

The growth rate is attractive.  35% revenue growth, 26 times earnings.  Typically the PE is higher than the growth rate. 

Price:
$128.650
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-09-19 TOP PICK Inficon
IFCN-SW
David Fingold

Manufactures vacuum metrology equipment. This is gas chromatography and mass spectrometers used for analytical purposes. Their largest single market is semiconductor equipment. They are also the biggest producer globally of leak detection for manufacturing refrigeration equipment, and air conditioners. They also have a business that does real time environmental monitoring. Dividend yield of 3.41%.

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-19 TOP PICK New-Home-Company-Inc.
NWHM-N
Teal Linde

A home builder.  They build $2-4 Million homes.  Newport Beach, California, homes on the coast.  Experienced management.  Their reputation gives them greater success at buying from landowners to develop.

Price:
$0.000
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-09-19 TOP PICK Painted-Pony-Petroleum
PPY-T
Teal Linde

He is bullish on Nat Gas.  Management is proven.  4th largest reserve of all publically traded companies.  You had the first draw down in Nat Gas since 2006 last month.  You just need a normal winter.

Price:
$7.740
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-09-19 TOP PICK Strauss-Group
STRS-IT
David Fingold

An Israeli company in the food business. One of their largest business segments is fresh salads and dip. They are the globe leader in those products. Also, they are the largest coffee brand in Brazil, and one of the largest in Eastern Europe. Those businesses have been growing well organically, and feels that the currency translation affects are behind them. They are also the leader in snack foods and dairy in Israel. Last quarter Israel grew at 4%. It is one of the fastest-growing developed economies in the world. There is tremendous immigration, and they are coming with money and skills.

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-16 TOP PICK AGT-Food--and--Ingredients
AGT-T
William Chin

A global player in pulses, a vegetarian protein which is very big these days, a healthy eating trend. They also have a big market in India and Turkey, which are seeing a decline in production of lentils and chickpeas. The profit margin and revenue is rising. They have a good order backlog. A fantastic stock.

Price:
$36.230
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-09-16 TOP PICK Bonterra-Energy-Corp
BNE-T
Swanzy Quarshie

Has a nice 4.9% dividend that is sustainable. They have done really well with costs. The story has free cash flow on current oil prices, which is going to help them pay off debt, which has been a little too high. Free cash flow yield for this year and next is much higher than it was in 2014 when oil prices averaged $94. This has a great history of ROC.

Price:
$24.510
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Yes
2016-09-16 TOP PICK Freehold-Royalties
FRU-T
Swanzy Quarshie

Royalties are very sustainable businesses, and is essentially the model that she looks for in free cash flow growth. One of the most sustainable businesses out there today, and believes it will be one of the first to increase its dividend when oil prices start to turn. They have a very, very clean balance sheet. Compared to other royalty comps, they are much cheaper. The spread between this company and Prairie Sky (PSK-T) is as wide as it has ever been. Dividend yield of 4.38%.

Price:
$10.970
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Yes
Showing 31 to 45 of 22,956 entries
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