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
2016-11-25 TOP PICK Walt-Disney
DIS-N
Jon Vialoux

This has had very favourable seasonality. It has actually been higher 40 of the past 50 years between October and April. The average gain is about 23.5%. A large gain and a tremendous frequency of success. The chart shows that the trend of lower highs and lower lows has finally broken. It has broken above its 200-day moving average, which is a good line of support if it can hold. Dividend yield of 1.44%. (Analysts’ price target is $107.35.)

Price:
$98.820
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Yes
2016-11-25 TOP PICK CGI-Group--A-
GIB.A-T
Jon Vialoux

One of the larger Canadian tech companies. If Donald Trump is going to make America great again, you would assume IT services would follow suit as well. Between Nov 27 and Feb 8 it has gained about 20.25%. A very positive backdrop. The trend is higher highs and higher lows, and has not shown any signs of fading. If you can buy it closer to support, now is a favourable time to get in. We have seen a bit of a neutral performance. It has not outperformed the market, but it has outperformed the technology sector. (Analysts’ price target is $71.11.)

Price:
$64.550
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
No
2016-11-25 TOP PICK Sun-Life-Financial-Inc
SLF-T
Ryan Modesto

This is a pick more for the exposure than the company itself. Fundamentally he thinks it is going to do very well. They are beating analysts’ estimates. Increased their dividend recently. They are also growing their US asset management business. They have exposure to growing US interest rates. As long as the fundamentals are working out, the interest rate story should also help support the shares. Dividend yield of 3.14%. (Analysts’ price target is $52.05.)

Price:
$53.490
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-11-25 TOP PICK Stantec-Inc
STN-T
Ryan Modesto

Infrastructure company. This is going with the Trump theme. They have 60% of revenues coming out of the US. An interesting name if you want exposure to the Canadian infrastructure budget, and the potential US infrastructure budget. Trading a bit lower than its peers, so a cheaper name that might pull back less if the infrastructure story doesn’t play out. They’ve also done an acquisition of a water infrastructure company. Dividend yield of 1.25%. (Analysts’ price target is $36.38.)

Price:
$35.850
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-11-25 TOP PICK Tio-Networks-Corp
TNC-X
Ryan Modesto

Essentially processes utility bills, taking a processing fee off the bill. They partner with big utility companies such as Cricket Wireless. His big concern initially was customer concentration, but they have now done an acquisition that has been fully integrated with the company. They’ve really managed what he saw as a key risk, so they now have the potential where they can cross sell between the company they newly acquired. (Analysts’ price target is $3.09.)

Price:
$2.600
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-11-25 TOP PICK iShares-S-and-P-Global-Timber--and--Forestry-ETF
WOOD-Q
Jon Vialoux

Forestry stocks tend to do well between November all the way through to February. This is the run-up to the spring home building season. There was a bit of chatter of possible litigation with Canadian softwood producers, so he is avoiding that and going with the broad ETF. West Fraser Timber (WFT-T) is the top holding which, between the start of November and the end of April, it has been higher 83% of the time over the past 29 years, with an average gain of about 17%. Technically, West Fraser had a short-term head and shoulders bottoming pattern and it broke out to the upside. He would expect neckline resistance of about $44 would act as support now.

Price:
$52.590
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Yes
2016-11-24 TOP PICK Aida-Engineering
6118-JP
Lorne Steinberg

This is huge in industrial automation. One of the global themes is robotics and automation. The Japanese are probably the global leaders in that area. The company has been around for over 60 years. One of these great Japanese companies where a good chunk of the market cap is simply cash and working capital. The dividend has doubled over the last 5 years. Still throwing off free cash flow. A compelling growth story. Dividend yield of 2.96%. (Analysts’ price target is ¥940.)

Price:
$0.000
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Yes
2016-11-24 TOP PICK Cisco
CSCO-Q
Lorne Steinberg

With a $150 billion market cap, has $40 billion in net cash, and throwing off $11-$12 billion a year of free excess cash flow. Selling for 9 or 10 times free cash flow. Every year the dividend goes up by double digits, and with all that cash, this dividend will double in the next 6-7 years or so. They remain as #1 in the world in each of their businesses. To buy a company like this at 10 or 11 times earnings and free cash flow, it is truly being given away for a company of this quality. Dividend yield of 3.5%. (Analysts’ price target is $33.15.)

Price:
$29.710
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Yes
2016-11-24 TOP PICK ING-Groep-NV
ING-N
Lorne Steinberg

This bank got itself in trouble during the financial crisis. Took a $10 billion-euro loan from the Dutch government. They’ve sold off all of the bad stuff, paid off all their debt. They are purely a retail bank, unlike the rest. Trading at 10X earnings, less than tangible BV, and a 5%+ dividend yield easily covered by earnings. He forecasts an earnings growth in the high single digits to 10% in the next few years. Compellingly cheap. Dividend yield of 3.97%. (Analysts’ price target is $14.47.)

Price:
$13.500
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Yes
2016-11-24 TOP PICK Sphere-FTSE-Emerging-Sustainable-Yield-ETF
SHZ-T
John DeGoey

He is a big fan of emerging markets in general. The thing about Sphere is that they have quality screens. You’re getting exposure to emerging markets with the sustainable yield as basically being a value tilt. You are getting a chance to be a value investor while investing in emerging markets.

Price:
$9.800
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on BONDS
Owned:
Yes
2016-11-24 TOP PICK Vanguard-Global-Momentum-Factor-ETF
VMO-T
John DeGoey

Momentum is a factor that has only gotten some airplay in the past 2-3 years. It is one of the relatively new factors. This is for those people who want to buy things based on momentum.

Price:
$27.500
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on BONDS
Owned:
No
2016-11-24 TOP PICK Vanguard-Global-Value-Factor-ETF
VVL-T
John DeGoey

He is a fan of factor based investing. Blackrock builds products that take into account a number of factors at once, where this company isolates its individual factors. If there was one factor he would want to isolate, it would be value.

Price:
$30.290
Subject:
PERSONAL FINANCE & ETFs
Bias:
BEARISH on BONDS
Owned:
Yes
2016-11-23 TOP PICK SMC-Corporation
6273-JP
David Fingold

One of the largest global producers of hydraulic and pneumatic systems and fittings. They have more pneumatics than hydraulics. Pneumatics grow faster. In particular, you see them used in robots, particularly in semiconductor plants. They also have a business where they make fittings and valves that go into semiconductor plants. There is a lot of cash on the balance sheet, so a pretty healthy ability to raise the dividend. They have some of the strongest margins of any large cap industrial company in the world. Dividend yield of 0.64%. (Analysts’ price target is ¥3132O.)

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Yes
2016-11-23 TOP PICK Belimo-Holding-AG
BEAN-SW
David Fingold

This is based in Switzerland. They produce intelligent building controls. This company invented the Directly Connected Actuator for a damper or water valve in heating, ventilation and air conditioning. Direct Connect is very important because it means the installer doesn’t need to fabricate a push rod to actuate the device. Dividend yield of 2.2%. (Analysts’ price target is 3300 CHF.)

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Yes
2016-11-23 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
Andy Nasr

He tries to gravitate towards companies that have very good defensible businesses with dominant positions. This is definitely one of those, if you think of how much of the mobile ad market they dominate. Also, their participation in the oligopoly of the Cloud. Very rarely can you get exposure to a company like this, at a multiple that is close to the market multiple. They are demonstrating relatively resilient growth. Mobile ad sales growth is going to slow, which should be offset by an increase in Cloud spending which should go up quite significantly for the next 5 years. (Analysts’ price target is $967.70.)

Price:
$779.000
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
Showing 31 to 45 of 23,224 entries
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