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
2017-08-15 TOP PICK CASH
CASH
Kash Pashootan

It is reckless to not have some cash on the side. We know that in the summer and fall we have some kind of correction, and it is a good time to have some cash on the sidelines, ready to strike when the time is right.

Price:
$0.010
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-08-15 TOP PICK Kinaxis-Inc
KXS-T
Michael Smedley

A giant in software. A highly specialized company dealing very, very big in Fortune 500s, etc. You get a tiny piece in the 2nd half of the year on margins and a suspended disputed major client in the far east. (Analysts’ price target is $85.)

Price:
$68.190
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-15 TOP PICK Telus-Corp
T-T
Kash Pashootan

They are among the most concentrated in wireless, an area he continues to believe will grow. There is a lot of capital going into making sure we do more and more on smart phones in the future. They’ve done a great job investing and expanding their 4G networks by about $2.2 billion. Recently rolled out Telus TV, a good way to cross sell another service to existing clients. Dividend yield of 4.3%. (Analysts’ price target is $48.50.)

Price:
$45.270
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-08-15 TOP PICK Transcontinental-Inc.--A-
TCL.A-T
Kash Pashootan

This checks all the boxes. It is cheap on a P/E, has a great yield, gets the Canadian tax credit on the yield, and have done a great job in transitioning from being a media company, to focusing on print and packaging. In the last few years, it has really focused on acquiring key acquisitions in printing and packaging. Dividend yield of 3.2%. (Analysts’ price target is $25.)

Price:
$24.920
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-08-15 TOP PICK Spin-Master-Corp
TOY-T
Michael Smedley

It is doing well. Will it do as well in the 2nd half? He thinks it marches on. (Analysts’ price target is $52.)

Price:
$46.300
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-15 TOP PICK The-Stars-Group-Inc
TSGI-T
Michael Smedley

This went through lots of turmoil at the major shareholder level, and they renamed it because of Poker Stars. Has hugely powerful cash flows and paid down its huge debt. Under new management. Thinks it might acquire Social Gaming. (Analysts’ price target is $31.)

Price:
$23.790
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-08-14 TOP PICK Keyance
6861-JP
David Fingold

This is in machine vision, and there are only 3 companies playing at this level globally. Has been growing like crazy in all aspects of logistics and manufacturing, basically because human eyes are deficient and we can’t see tiny details. A fantastic balance sheet. Dividend yield of 0.1%. (Analysts’ price target is ¥56,500.)

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-14 TOP PICK Aegon-N.V.
AEG-N
Benj Gallander

It used to be a $50 stock.  They had been selling off assets to comply with the new Euro regulations.  They bottom line is good and they have tremendous upside.  He thinks at the end of the day they will do well.  They got bailed out by the Dutch government.  If they get in trouble again maybe the Dutch government will step in again.  They seem to be on the right path.  (Analysts’ target: $5.60).

Price:
$5.870
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-08-14 TOP PICK Elbit-Systems
ESLT-IT
David Fingold

Israel’s largest publicly traded defence contractor. It is divided into 3 segments. One third is being the largest drone producer globally with the broadest product line. The average drone is military and about 7 years old, and thinks they are going to get replaced. A second third is traditional defence electronics such as fire control systems. The final third is their cyber division which includes both offensive and defensive cyber which national security agents may need to deal with terrorist threats. Dividend yield of 1.3%. (Analysts’ price target is ILS 337.00.)

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-14 TOP PICK GMP-Capital-Trust-Inc
GMP-T
Benj Gallander

This field has been decimated.  They took over First Energy.  The recent quarterly results look awful because they wrote off a lot after the merger, which is normal in a merger or takeover.  They are dealing with a lot of law suits, however. 

Price:
$2.290
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-08-14 TOP PICK Keysight-Technologies-Inc.
KEYS-N
David Fingold

A great play on the 5G wireless cycle as well as the testing of defence electronics. They also have a business where they can’t tell anybody what they do. (Analysts’ price target is $48.)

Price:
$41.780
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-14 TOP PICK Quarterhill-Inc
QTRH-T
Benj Gallander

Used to be WIN-T.  They are looking at being a holding company for the Internet of Things.  Their recent quarterly earnings were good – they made money.  They have a good balance sheet and pay a dividend.  (Analysts’ target: $2.50).

Price:
$1.700
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
CONTRARIAN
Owned:
Yes
2017-08-11 TOP PICK CK-Infrastructure-Holdings
1038 - HK
Darren Sissons

This is effectively run by Li Ka-shing, the richest man in Hong Kong. He owns regulated and non-regulated assets through this vehicle. They’ve grown the dividend for the last 15 years. Just made a European smart metering acquisition, so there will be more growth. Dividend yield of 3.2%. (Analysts’ price target is HK$77.35.)

Price:
$0.000
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-08-11 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Darren Sissons

With the overlay of clients that need yield and to get a yield that is growing in a rising interest rate environment, this is one of the few utilities that has the ability to grow its dividend, and has a fairly safe growth path. Dividend yield of 4.4%. (Analysts’ price target is $15.)

Price:
$13.310
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-08-11 TOP PICK Bank-of-Nova-Scotia
BNS-T
David Cockfield

Everybody should own one of the Canadian banks. There is some volatility, but this has the offshore Hispanic exposure in Central and South America, areas that are doing quite well economically. Dividend yield of 3.9%. (Analysts’ price target is $86.)

Price:
$76.650
Subject:
CANADIAN & ETF's
Bias:
CAUTIOUS
Owned:
Yes
Showing 31 to 45 of 24,272 entries
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