stockchase picture

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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-07-17 TOP PICK CASH
CASH
Keith Richards

(A Top Pick May 27/14.) Originally he held about 25%-26% cash, but recently deployed about 5%, so is now down around 21%. Likes to see some cash right up until October. Thinks that over the next few weeks, there is a reasonable opportunity for a pullback, and he wants the cash to Buy some good stuff.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2014-07-17 TOP PICK Encana-Corp
ECA-T
Keith Richards

Longer-term chart shows this had been in the doldrums during 2012 and 2013, and then broke out. It is now coming back to test the breakout. It could fall another $1, and he would consider picking up more. Yield of 1.31%.

Price:
$22.920
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2014-07-17 TOP PICK CGI-Group--A-
GIB.A-T
Keith Richards

On the short term, it is starting to show a bit of an upswing. The long term chart shows a long-term upward trend is in place. Thinks the stock is going to continue on its merry way, because they just keep landing contracts and the trend is in place. A great story.

Price:
$38.060
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2014-07-17 TOP PICK Kelt-Exploration
KEL-T
Robert Lauzon

Management owns 20% of this company.  There is some upside in reserves and they will probably beat production numbers.  A good entry point.

Price:
$13.500
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-17 TOP PICK Pine-Cliff-Energy
PNE-X
Robert Lauzon

Mixture of value and growth at a reasonable price.  Getting hit pretty hard today so you are getting a good deal.  Dry gas producer – less costly to drill.  They can do some nice acquisitions over the next year.

Price:
$1.380
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-17 TOP PICK Tourmaline-Oil-Corp
TOU-T
Robert Lauzon

Great management team and great asset base.  They alluded to now having close to 20 rigs.  They have a good track record of executing well in the past. 

Price:
$51.950
Subject:
ENERGY
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-16 TOP PICK Bonavista-Energy-Corp
BNP-T
Joanne A. Hruska, CFA

More gas weighted than oil weighted. The knock on the stock was that their debt was getting up. Had some management changes at the top, and people were not showing it any love. Have a fair amount of gas production hedged, so if gas doesn’t work out, they are going to be well protected. Have made their operations much more efficient. Feels the valuation is definitely among the lower end of similar sized yielding trusts.

Price:
$14.810
Subject:
OIL & GAS
Bias:
BULLISH on CDN ENERGY
Owned:
Yes
2014-07-16 TOP PICK Cequence-Energy-Ltd.
CQE-T
Bill Bonner

Sold non-operated, non-core assets to focus on their Alberta Montney play. This hasn’t got a ton of respect from the market in the past couple of years, but have now demonstrated they deserve the multiple they are currently getting. Boiling down the numbers, you can build a case for cash flow escalating from $0.30-$0.40 to $0.75-$0.80.This will probably garner a premium multiple as they develop their Montney assets. Have lots of play content in the Montney. Have $10 million in the bank and an undrawn line of $135 million.

Price:
$2.530
Subject:
CANADIAN ENERGY
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-07-16 TOP PICK Crew-Energy-Inc.
CR-T
Joanne A. Hruska, CFA

Natural gas. Mostly focused in Northeast BC. Even though the stock has gone up quite a bit, the valuation is still isn’t bad. Also, have some oil in Northeast BC. Thinks they are going to have a good few years.

Price:
$10.780
Subject:
OIL & GAS
Bias:
BULLISH on CDN ENERGY
Owned:
Yes
2014-07-16 TOP PICK Long-Run-Exploration
LRE-T
Joanne A. Hruska, CFA

Probably the cheapest yield name in the space for similar sized companies. Has been unloved. It’s probably about 2.5X cash flow where the average is 5 to 7 over the longer term. Just made a couple of acquisitions, this expands their plays. Increased their land inventory, and have a new core area. Looking for some good things to come out of this. Very cheap.

Price:
$5.500
Subject:
OIL & GAS
Bias:
BULLISH on CDN ENERGY
Owned:
Yes
2014-07-16 TOP PICK Painted-Pony-Petroleum
PPY-T
Bill Bonner

Feels there is still a ton more upside. Recently sold the genesis of the company, oily assets in Saskatchewan, to focus on the Montney play in Northeast BC. Montney offers some of the best economics in the Western Canadian basin, and this company has a significant land base there to take advantage of it. Originally budgeted about 20-21 wells this year, and they are going to be able to double that with the sale of the Saskatchewan assets. They are in the way of the big guys. Somebody is going to want to own those assets once they develop a little further. If they choose to develop them fully by themselves, they will get the cash flows and production levels that will impress the market.

Price:
$12.210
Subject:
CANADIAN ENERGY
Bias:
BULLISH on NATURAL GAS
Owned:
Yes
2014-07-16 TOP PICK Petrowest-Corp
PRW-T
Bill Bonner

Have a big presence up in NW BC with a ton of equipment in the region all the way out to the coast. Have things that can grade roads and devices that can mulch the trees. Have a good core business going. There is a big damn project that BC Hydro is working on. This gives you 2 big capital intensive projects unfolding, LNG and the Site C Dam. This company is right in the middle of all that. They will probably do North of 50 million EBITDA next year. He could see the stock going well north of $2.

Price:
$1.330
Subject:
CANADIAN ENERGY
Bias:
BULLISH on NATURAL GAS
Owned:
No
2014-07-15 TOP PICK Pure-Industrial-Real-Estatetrust-Trust
AAR.UN-T
Derek Warren

Industrial.  Mostly Ontario and Alberta properties with a cap rate of 6.75.  The stock is very inexpensive.  Their properties have a courier that handles all the Amazon shipments.

Price:
$4.630
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2014-07-15 TOP PICK Comcast-Corp
CMCSA-Q
Gajan Kulasingam

The issue people have worried about is over the top and core cutting, and what that means for the traditional cable business. They have shown that to have the pipeline infrastructure, the last mile connection to the house, is still very critical. Signed a deal with Netflix to substantiate that. Largest US cable/broadcast operator. Thinks the Time Warner acquisition is done. Yield of 1.65%. A $70 stock in 2017.

Price:
$54.890
Subject:
Energy Infrastructure, Industrials & Utilities
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-15 TOP PICK Chartwell-Seniors-Housing
CSH.UN-T
Derek Warren

Seniors living.  We have an aging population.  They are getting older, but want to continue to enjoy their life.  This gives them a wonderful place to live.  Beautiful properties and cash flow.  He is seeing a lot of activity involving US players coming into Canada.  Stock came off recently and he has been adding to it.

Price:
$10.590
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
Showing 31 to 45 of 19,744 entries