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
2016-05-19 TOP PICK Riken-Leiki
7734-JP
Lorne Steinberg

A global player with pretty good earnings growth and revenue growth.  Number one player in several niche areas.  Trading at 9 times earnings and a steep discount to book value.

Price:
$0.000
Subject:
Deep Value Global Equities
Bias:
BEARISH
Owned:
Yes
2016-05-19 TOP PICK Aegon-N.V.
AEG-N
Lorne Steinberg

70% discount to tangible book value.  6% dividend which they got permission to raise and to buy back shares of.  They are painted by the brush for the US financials.  It has very significant upside over the next couple of years.

Price:
$5.000
Subject:
Deep Value Global Equities
Bias:
BEARISH
Owned:
Yes
2016-05-19 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
Stan Wong

Largest Internet Company globally, specializing in search and advertising. They control 74% of the US Internet search engine market, and nearly 60% of the global search ad revenue. With the YouTube volume growth, increasing mobile ad sales and more cost controls, that should continue to drive the bottom and top lines. Trading pretty cheap at 20X forward earnings. 15% long-term growth rate, gives it a 1.3X PEG, which is pretty good for a large cap technology brand. Added to his position last month in the $705 area. Thinks it can get back up to the $800 level quite easily.

Price:
$715.310
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-05-19 TOP PICK Metro-Inc--A-
MRU-T
Stan Wong

A very classical, traditional, consumers staple stock that provides investors with a very stable and predictable growth and earnings with a modest but growing dividend. They have $12 billion in sales and a network of 600 stores in Québec and Ontario. Trading at 17X earnings and a 10% growth rate and a dividend yield of 1.3%. The dividend has grown at 16% per year over the last 5 years. A very steady type of name, especially for this environment where things seem to be expensive.

Price:
$42.990
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-05-19 TOP PICK Royal-Dutch-Shell-PLC--B-
RDS.B-N
Lorne Steinberg

One of the best managed energy companies in the world.  Very little debt.  They took advantage of energy prices to integrate an acquisition with a high yield.  There is not a lot of downside for the high dividend yield. 

Price:
$49.820
Subject:
Deep Value Global Equities
Bias:
BEARISH
Owned:
Yes
2016-05-19 TOP PICK Exxon-Mobil
XOM-N
Stan Wong

If you are a believer that the energy market is continuing to stabilize and recover, he likes this company because it is a very conservative play. The largest integrated oil company globally. Feels they are very committed long term to cost control and a strong balance sheet, enabling them to make some very opportunistic acquisitions going forward. Trading at 2.15X Price to BV, which is a discount to its 10-year average of 2.8X. Dividend yield of 3.33%.

Price:
$90.110
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-05-18 TOP PICK Boyd-Group-Income-Fund
BYD.UN-T
Steve Belisle

Auto repair/collision repair shops. Growing mostly in the US. Insurance companies want to deal with fewer suppliers, especially for collision repairs, and this company is able to offer them lower costs, faster service and more standardized service. That is why they are getting market share with insurance companies, and that is driving structural growth. Miles driven has increased in the US which is resulting in more collisions. They are supplementing their organic growth with more acquisitions. The market is very fragmented in the US. Dividend yield of 0.69%.

Price:
$72.610
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-05-18 TOP PICK Walt-Disney
DIS-N
Christine Poole

There is great momentum in the studio, and she sees good things coming over the next year. They can leverage their productions into the theme parks and consumer products. The big catalyst for their theme parks is the opening of Shanghai Disney in June. Up front there are going to be some opening costs, but longer-term it is going to be a great revenue generator. ESPN has been an overhang in terms of subscriber declines, but that is moderating. Dividend yield of 1.43%.

Price:
$99.000
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-18 TOP PICK Element-Financial
EFN-T
Steve Belisle

Likes the value they are going to unplug by splitting the company in 2. They will be a fleet business and an asset management business in September. They will disclose the pro forma numbers in August. Last quarter management guided that the fleet business will earn about $1.12, but could actually be $1.10. If you use a 15 or 16 time multiple, this is what the stock currently is at. Even if you don’t like the commercial side of the business, it is probably worth at least $3, so you can easily get to $20 and above on a valuation. After the split, they will materially increase the dividend. Dividend yield of 0.68%.

Price:
$14.800
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-05-18 TOP PICK Home-Depot
HD-N
Christine Poole

This is really a play on the US economy, a recovery in the US housing market, improving employment, which implies higher household formations and turnover. This is a format that is not threatened by on-line like other businesses. Online represents about 5% of their total revenues. Dividend yield of 2.1%.

Price:
$131.770
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-18 TOP PICK Loblaw-Companies-Ltd
L-T
Christine Poole

She likes the Shoppers acquisition because it plays into the aging demographics. In terms of food retail, square footage growth has less growth than in prior years, which is a positive for the grocery industry. Have been renovating their stores and putting new IT systems in, which is largely behind them. Focus now is to increase the dividend. They have also been buying back stock. Dividend yield of 1.5%.

Price:
$69.220
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-18 TOP PICK Milestone-Apartment-REIT
MST.UN-T
Steve Belisle

All their properties are in high job growth markets in the US. In the US, job creation is mostly in low wage service jobs, and people are looking for a place to live, but house prices have increased quite a bit. That is driving a lot of demand for properties, and this company’s average rent is about $900 a month, quite affordable and very good quality locations. They have been able to derive rent growth at about 6% in the past few years, and looking forward he thinks that is what they will do, deriving pretty good cash flow growth. Dividend yield of 3.86%.

Price:
$18.350
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-05-17 TOP PICK FT-AlphaDEX-Cdn.-Dividend-ETF
FDY-T
Don Vialoux

Historically the Canadian market does very well right through until June 15, so there is still another month for the Canadian market to go higher. He looked for specialty ETF’s that are designed to outperform the Canadian market, and this one fits that bill. It just broke through to an all-time high yesterday.

Price:
$18.060
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2016-05-17 TOP PICK Fortis-Inc.
FTS-T
Don Vialoux

Seasonally, from about now right through to October, this tends to outperform the market. Technically it is very close to its all-time high. It is forming a gorgeous triangle pattern, and it all has to do with their recent acquisition. If you look at the on balance volume, somebody is buying a lot of this stock.

Price:
$40.040
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2016-05-17 TOP PICK First-Trust-Technology-AlphaDEX-Fund
FXL-N
Don Vialoux

This is coming into gear right now. It has basically to do with the technology sector, and technology just during the last week has started to show some really good signs of outperformance. Seasonality it goes right through until July.

Price:
$31.060
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
Showing 31 to 45 of 22,459 entries
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