stockchase picture

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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-09-23 TOP PICK Bank-of-America
BAC-N
Rick Stuchberry

When the Fed taper comes off and the lawsuits stop, this has the ability to make a lot of money. Targets on the street are quite a bit higher than its current price. Yield of 1.17%.

Price:
$17.050
Subject:
CANADIAN LARGE & ADRs
Bias:
BULLISH
Owned:
Yes
2014-09-23 TOP PICK Bank-of-Montreal
BMO-T
Ross Healy

This is the next breakout among the banks and the cheapest of the big 6. Yield of 3.72%. He can see about a 25% upside, before it runs into any serious resistance.

Price:
$84.060
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-09-23 TOP PICK Bonavista-Energy-Corp
BNP-T
Rick Stuchberry

This is a good one because it has gotten weaker. A natural gas company. Does not like the oily names as much. Natural gas is trading below $4, inventories are low, so he thinks there is going to be an upward movement on pricing this winter. Management owns a lot of stock. Very good operator and operating below $13 of BOE. Yield of 6.56%.

Price:
$12.800
Subject:
CANADIAN LARGE & ADRs
Bias:
BULLISH
Owned:
Yes
2014-09-23 TOP PICK Great-West-Lifeco
GWO-T
Ross Healy

Excellent upside potential. Fairly close to good, solid technical support at about $30-$31. Nice rising balance sheet. This is a play on the potential for rising interest rates. Yield of 3.76%.

Price:
$32.660
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-23 TOP PICK Manulife-Financial
MFC-T
Rick Stuchberry

(A Top Pick Oct 22/13. Up 22.8%.) This pick has quite a bit to do with the expectation of higher interest rates. They are making money now and firing on all cylinders. This is a company where if you get a normalized yield curve, it doesn’t hurt them, but actually helps them. It should continue to do very well. Has a big Asian operation, which could do very, very well. Yield of 2.85%.

Price:
$21.770
Subject:
CANADIAN LARGE & ADRs
Bias:
BULLISH
Owned:
Yes
2014-09-23 TOP PICK Transat-A.T.-Inc--B-
TRZ.B-T
Ross Healy

Had recommended this earlier in the year and it hasn’t done a good deal. This has a remarkable seasonal characteristic in that starting in Sept, Oct and Nov, it tends to move strongly into year end. It has been doing this for years and years, even in bear markets.

Price:
$8.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-22 TOP PICK BCE-Inc.
BCE-T
David Baskin

It is pretty hard to find quality blue chip companies with yields over 5%. As people are exiting the commodities and economically sensitive stocks, they are gravitating towards the blue chip income producers, not economically sensitive. Dividend yield of 5.18%.

Price:
$47.660
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-09-22 TOP PICK Cineplex-Inc
CGX-T
David Baskin

Their problem is that they can’t make gold out of straw, so if Hollywood does not produce any good movies, there is less ticket and concession revenue. There are some good movies coming down the pipe and that should help a lot. Increasingly they are selling an upscale product with VIP seats. Right now the stock is cheap.

Price:
$40.970
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-09-22 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Peter Brieger

Oil has stopped going down.  They have already drilled 700 wells and secondary recovery techniques can be applied to half of those.  They have an inventory of 7,600 wells to which the same technique can be applied.

Price:
$40.360
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-22 TOP PICK Precision-Drilling
PD-T
Peter Brieger

4-6% gain in 4-6 months.  The big plus for them is the North American exposure.  They signed a deal with SCL-T.  This will be one of the major positives going forward.  President said that if LNG projects go forward this one is the best positioned to benefit going forward.

Price:
$11.730
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-09-22 TOP PICK Power-Corp
POW-T
David Baskin

Nobody has made any money in this company for a long time. Part of that is the malaise affecting the insurance industry. With very low bond yields, insurance companies can’t really invest their unearned premiums and make very much money. That is about to change. Bond yields are going to start going up in about a year from now, which is excellent for insurance companies. With the demise of Paul Demaray, the control block of this company is, at least notionally, in play. If they break it up, the parts are worth more than Power Corp. Also, Investors Group is increasing assets under management, which will increase the cash flow going upstream.

Price:
$32.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-09-22 TOP PICK Toronto-Dominion
TD-T
Peter Brieger

A great story going forward.  Sees 5-6% growth plus dividend over the next year.

Price:
$56.790
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-09-19 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Greg Newman

Thinks the market is really ignoring that this company gets a lot of their effective pricing from Western Canada Select, which really hasn’t changed much. Differentials have narrowed, so the “spread under” has gone up. Thinks that on this next quarter, as long as oil doesn’t drop another $10, this should be a nice little earnings release. Ultimately they expect to have $5.5-$6.5 billion of free cash flow by 2018.

Price:
$44.070
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2014-09-19 TOP PICK FirstEnergy-Corp.
FE-N
John Stephenson

SHORT. 60% of their capital structure (debt and equity) is debt, so that portion will be very sensitive as interest rates go up. He feels US interest rates are very likely to start going up early next year. In addition, 20% of their business is unregulated.

Price:
$34.620
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2014-09-19 TOP PICK General-Motors-Corporation
GM-N
John Stephenson

Stock has been beaten up, so this is an attractive entry point. This is reflected in the valuations. Trading at 8.1X forward earnings. They have bungled some things, but you are seeing a strong pick up in growth. They are going towards more standardized footprints so they can produce multiple cars on the same chassis in different styles. Opel division in Europe has been a bit of a headwind, but their Cadillac is doing quite well in China.

Price:
$33.940
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH on US ECONOMY
Owned:
Yes
Showing 31 to 45 of 20,020 entries