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
2016-08-17 TOP PICK Allergan-PLC.
AGN-N
Bruce Tatters

He sees this going into the mid $300 within 12-15 months. They are going to do some deals and they have a fantastic CEO. You don’t know where it is going to be until they do a deal and the earnings accrete. You can be very surprised how fast earnings can accrete when the right deals are done.

Price:
$253.300
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-08-17 TOP PICK Capital-Senior-Living
CSU-N
Colin Stewart

A demographics play. Operates seniors’ homes and assisted living independent homes in the US. He likes this better than something like a Chartwell (CSH.UN-T), because 1) it trades at a big valuation discount and 2) they don’t have any exposure to Medicare, Medicaid or government reimbursement. 98% of their facilities are private pay. This is an industry where occupancy is growing. Trading at a discounted valuation, relative to what some of the larger players in the US and a Chartwell trade at. Doesn’t pay out a dividend, but instead are reinvesting the cash flow into the business so that they can grow more quickly.

Price:
$15.910
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
Yes
2016-08-17 TOP PICK Maple-Leaf-Foods
MFI-T
Colin Stewart

A nice steady company for what could be a rocky market environment. The dominant company in Canada for branded protein products, pork, bacon, etc. Has gone through a massive transformation over the last 5-6 years. They’ve gone from 20 some odd manufacturing facilities, down to 6, which has helped margins increase substantially. In an enviable position with a very strong balance sheet. Sold their stake in Canada Bread a few years ago, and as a result have $300 million in cash on their balance sheet, and no debt. This gives them the ability to probably deploy $800-$900 million of capital through acquisitions, share purchases and dividend increases. If they do that, the valuation discount, versus some of its US peers, will close. This is a business that is going to continue to see margin expansion. Dividend yield of 1.6%.

Price:
$28.880
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
Yes
2016-08-17 TOP PICK Service-Corp-International
SCI-N
Colin Stewart

A pretty boring, steady business. An industry he has followed and been invested in for a long time. This is a much higher quality company than StoneMor (STON-N). They operate both funeral homes and cemeteries. The largest player and a consolidator in a fragmented industry, and have made a number of acquisitions which have been very accretive for them. Thinks they will continue to consolidate. Demographics are favourable. There are fairly high barriers to entry for competition.

Price:
$26.680
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
Yes
2016-08-17 TOP PICK Suncor-Energy-Inc
SU-T
Bruce Tatters

He can’t say exactly when oil prices are going to make their move higher, but they are unsustainably low down here. It doesn’t mean that they can’t stay low for a while longer, but down here production can’t grow globally eventually, and that is going to come home to roost as demand grows. He likes this because most of its operations are in Canada. US refiners are getting bludgeoned right now because of a unique problem to the US called RINS (?). Dividend yield of 3.19%.

Price:
$36.330
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-08-17 TOP PICK XPO-Logistics--Inc
XPO-N
Bruce Tatters

This handles freight, last mile globally. It has been an acquisition story where it has been gaining the scale to do logistics businesses globally for major companies. This is going to benefit from all the e-commerce trends. It also has very, very strong organic growth for the next few years, despite a really weak overall freight market. Well-managed. Has incredibly strong earnings growth for the next couple of years. 

Price:
$36.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-08-16 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Andrew Pink

(Instalment Receipt, not the stock.) The company is a half regulated utility and a half renewable power story. Has a lot of exposure in the US, and management is very solid. They are going through a process to buy EDE, a US regulated utility through the use of an instalment receipt, where you put up a 3rd of the cash on day one, giving you a 5% return on that capital, and is effectively a 15% return. You put up the other two thirds of the capital when the deal closes, which he expects to happen in Q1. This was issued at $33.30, and the par value is $100. Effectively it is a convertible debenture. 

Price:
$12.180
Subject:
INCOME STRATEGY (Divs, Fixed & Preferreds)
Bias:
UNKNOWN
Owned:
Yes
2016-08-16 TOP PICK Cineplex-Inc
CGX-T
Christine Poole

This has pulled back a little because it got ahead of itself. Just reported and the negative impact was on the film slate, which they cannot control. Very good operators and do an excellent job on everything outside of the film slate. They are increasing concession spend and new formats to watch the films. They are developing the Rec Room and the entertainment sports complex which is opening in the fall. They have brought E-gaming into Canada. Their media division is doing quite well. Dividend yield of 3.14%.

Price:
$50.710
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-16 TOP PICK Fortis-Inc.
FTS-T
Christine Poole

This is for those seeking income. It is not an exciting company. A regulated gas and utility company. Based out of Newfoundland, but they have operations across Canada as well as the US. Dividend yield of 3.5%, and thinks it is going to grow at 6% from now through to 2020. Recently announced an acquisition of ITC, a US-based regulated utility, which she feels will be accretive to earnings going forward.

Price:
$42.430
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-16 TOP PICK Mondelez-International
MDLZ-Q
Christine Poole

The #1in candy, biscuits and chocolates, and #2 in gum. This has over 40% coming in from emerging markets, and the emerging market consumer is a secular growth area for the next decade at least. It is also an area that has lower private label competition. They just recently launched chocolate into China. The company is focused on improving their operating margins. Dividend yield of 1.77%.

Price:
$42.700
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-16 TOP PICK Tricon-Capital-Group
TCN-T
Andrew Pink

A theme that he really likes is multifamily US housing. He has done really well on similar companies. These are land and development people but have also got into single family housing in the US. A very interesting company, which he thinks is undervalued. Dividend yield of 2.54%

Price:
$10.240
Subject:
INCOME STRATEGY (Divs, Fixed & Preferreds)
Bias:
UNKNOWN
Owned:
Yes
2016-08-16 TOP PICK WSP-Global-Inc.
WSP-T
Andrew Pink

This is an engineering company with a global footprint. He likes the valuation. This plays into the theme of low interest rates and government spending. Thinks there is going to be a lot of government spending in the next 1-1.5 years, and this company will be bidding on a lot of contracts. Dividend yield of 3.47%.

Price:
$43.220
Subject:
INCOME STRATEGY (Divs, Fixed & Preferreds)
Bias:
UNKNOWN
Owned:
Yes
2016-08-15 TOP PICK Air-Lease
AL-N
Teal Linde

On the valuation side it does not get as much love as it should.  The share price has been going sideways for three years and the earnings have been going up.

Price:
$27.800
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2016-08-15 TOP PICK CVS-Health-Corp
CVS-N
Teal Linde

Growing double digits on the top and bottom lines.  It held up when the markets were down 10% at the beginning of the year. 

Price:
$97.580
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2016-08-15 TOP PICK DHX-Media
DHX.B-T
John Zechner

This develops kids content, and they cross sell it very well in various channels. Content is value, and you can sell content to various channels. Trading at a big discount to the rest of the group at 10X operating cash flow. It’s cheap, and at a point, it gets taken out. Well capitalized. Dividend yield of 0.85%.

Price:
$7.530
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
Showing 31 to 45 of 22,817 entries
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