stockchase picture

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

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-10-23 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Greg Newman

(A Top Pick Oct 2/13. 45.6%.) This is an interest-rate call. Also, based on the view that markets are not going to be easy over the next 12 months as they were over the last 12. This is a power/utility, a kind of gentle place to be. Yet they've got 30% adjusted earnings growth that he models over the next couple of years. Cheap at 8X versus its peers of around 7.7. He models a 10% dividend growth over the next couple of years. Dividend yield of 4.39%.

Price:
$8.890
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2014-10-23 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Bill Harris, CFA

Take advantage of this oil price selloff to pick this up.  Throws out an incredible wall of cash.  4 years out it will be extraordinary.

Price:
$39.550
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
Yes
2014-10-23 TOP PICK Enbridge
ENB-T
Greg Newman

The view was that falling oil would mean less Alberta production. To really impact their growth visibility you're going to have to have enormous change in Alberta production. For that you probably need $60 oil. He sees EPS growth of 12% for the next 5 years. Low payout ratio of 43%, so they have plenty of room to revisit their dividend policy, which they might. There is a lot of growth coming from drop-downs. Their earnings are exceptionally high quality. Yield of 2.67%.

Price:
$52.370
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2014-10-23 TOP PICK Gear-Energy
GXE-T
Bill Harris, CFA

Looks like it can grow 20% organically. Great operating numbers.  3 times next year’s cash flow.  The heavy oil price is still sticking in. 

Price:
$4.230
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
Yes
2014-10-23 TOP PICK Magna-Int-l.--A-
MG-T
Greg Newman

He sees 23% earnings-per-share growth and 11% free cash flow growth over the next couple of years. Has modeled them buying back almost 13% of their float over the next couple of years. Q2 was a beat. Margins are improving. There is a European story, but he is somewhat constructive that Europe will make it work. Cheaper than its peers. Yield of 1.56%.

Price:
$106.310
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2014-10-23 TOP PICK Roxgold-Inc
ROG-X
Bill Harris, CFA

He always likes to be in the gold space, but it has been hard recently.  This is a great way to stay invested in the space. These guys have raised their money and should have the mine in production within 18 months.

Price:
$0.700
Subject:
RESOURCE
Bias:
BULL on OIL
Owned:
Yes
2014-10-22 TOP PICK Concordia-Healthcare
CXR-T
Bruce Campbell (2)

Management team has pretty well done everything that they said they would. They continue to drive the numbers. There is probably more in it from an acquisition standpoint. Has a small dividend as well. Trading at 28X earnings, which is not cheap, but is growing at a fairly significant rate, and that ratio will come down over time.

Price:
$39.480
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-10-22 TOP PICK Patient-Home-Monitoring
PHM-X
Bruce Campbell (2)

This is a great business. They have been growing by acquisition, but even better they have been growing even stronger organically. Have great growth and great bottom line. A stock that he thinks will continue to grow. They don’t have much competition from an acquisition standpoint. They buy small operators, and merge them into their business, allowing them to cross sell and generate a lot of organic growth.

Price:
$0.430
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-10-22 TOP PICK SLYCE-Inc.
SLC-X
Bruce Campbell (2)

Very, very neat technology. It basically identifies certain items. For example if you see a sink that you like, you take a picture of it which immediately brings up the retailer and the price, and you can buy it immediately. They are getting paid on a number of differetnt avenues.

Price:
$0.710
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2014-10-21 TOP PICK Callidus-Capital-Corp
CBL-T
Jerome Hass

Long. A Pairs trade with a Short on Laurentian Bank (LB-T). This is an asset based lender, which he feels is an underserved niche in Canada. Although the big banks have them, it’s not something they really embrace. They don’t like high risk lending. An attractive growth story.

Price:
$20.770
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
2014-10-21 TOP PICK Catamaran-Corp
CCT-T
John Zechner

This is just a good growth story in healthcare management. Basically going online to manage all your pharmacies and health care needs. Obama care is driving everything to these private and public exchanges these guys own. Have been kicking out excess cash flow which has been used to make acquisitions. You are getting all of this for about a 20 multiple.

Price:
$46.800
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-21 TOP PICK Cineplex-Inc
CGX-T
Jerome Hass

Short. They have a 77% market share in Canada, so there is not much scope for them to grow by acquisition. This was the worst summer in North American cinemas in 17 years on an inflation adjusted basis. Thinks they are going to have some issues in their Q3 numbers. When attendance goes down 13%, it is going to have a big impact on profitability. There are also longer-term structural issues that they face. Netflix is competing against them. There is going to be Pick & Pay on cable TV. There was a recent announcement that HBO is going to have direct offering, so Netflix is looking to bypass some movies. Yield of 3.6%. Valuation is at 30X earnings and 13.5X EBITDA, which to him is very expensive.

Price:
$41.330
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
2014-10-21 TOP PICK Currency-Exchange-Intl.
CXI-T
Jerome Hass

This is a name that he has held since the IPO. It is a great core holding. They are a wholesaler of foreign exchange, so they provide physical currencies to any financial institution. They are in the supply and logistics business. Likes this as a low risk business. Feels they are going to be growing at about 30%. Have applied for a bank license, which would be a catalyst for them in terms of both marketing and improving profitability. Has a lot of growth potential.

Price:
$16.500
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
2014-10-21 TOP PICK Google
GOOGL-Q
John Zechner

Some people were disappointed with the earnings last week, but he still thinks this company is better positioned than almost anybody at technology. People keep forgetting that they own the Android operating system, the most powerful OS and the one that is running better than 70% of the global cell phones right now. At some point they are going to monetize that. They own search, and when he looks at where data and data management is going, he feels they have tremendous value. Making very good acquisitions. You get all of this for about a market multiple or a little bit more.

Price:
$538.030
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-10-21 TOP PICK Laurentian-Bank
LB-T
Jerome Hass

Short. A Pairs trade going Long on Callidus Capital (CBL-T). He put this one on just to hedge some financial risk. Nothing against the bank, it’s just that they have the smallest capital markets group, so if markets go up, this is the least likely to participate. It also takes off some market risk for him.

Price:
$49.360
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
Yes
Showing 31 to 45 of 20,141 entries