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
2017-06-20 TOP PICK Amazon.com
AMZN-Q
Bruce Murray

This company has unrivaled retail assets. Also, with their AWS Computing subsidiary, they have low cost computing and have everything they need to compete in the retail world. Thinks their revenues are going to continue to grow at 15%-20% and earnings will be compounding at 15% over the next several years. His target price is $1150 in 12 months. With their big acquisition of Whole Foods, they just tapped into the biggest retail market. (Analysts’ price target is $1100.)

Price:
$992.590
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 TOP PICK Enbridge
ENB-T
Bruce Murray

This has gone nowhere for a couple of years. Down to $50, where it has not been for some time. They openly talked about 10% dividend growth over the next several years. This is the safest way to play the energy stocks. If you are going to play energy at all, just enter through these big pipeline stocks that have long term assets. Dividend yield of 4.7%. (Analysts’ price target is $62.)

Price:
$50.060
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 TOP PICK Morgan-Stanley
MS-N
Bruce Murray

The leading independent brokerage business, as well as one of the largest money managers in the US for high net worth individuals. A stronger economy, higher rates and more savings by consumers are all going to feed the stock. Dividend yield of 1.7%. (Analysts’ price target is $48.)

Price:
$45.500
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 TOP PICK Microsoft
MSFT-Q
David Burrows

This is dominant for enterprise relationships. Of the 3 companies that are in Cloud-based computing, this is the one with all the corporate relationships. They are signing up long-term contracts with an enormous number of corporations. Their Cloud-based business has grown 93% in the last quarter. Their software services is growing nicely. Dividend yield of 2.2%. (Analysts’ price target is $77.)

Price:
$69.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-06-20 TOP PICK Owens-Corning
OC-N
David Burrows

US housing market and homebuilders is a sector he is very focused on. There is a tremendous amount of pent-up demand. About 40% of revenue comes from roofing and about 20% comes from insulation. The lions share of their revenue comes out of the US. Dividend yield of 1.2%. (Analysts’ price target is $69.)

Price:
$66.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-06-20 TOP PICK Regeneron-Pharmaceuticals-Inc
REGN-Q
David Burrows

He likes biotech as a space, and it has recently re-accelerated. This company has a number of key drugs. Their major drug is Eylea for macular degeneration, a multi-, multi-billion-dollar drug. However, they have a newer drug, which is aimed at the allergy market, which could potentially be a $10 billion drug. This company will double its earnings in the next 3 years and is not dependent on one product. (Analysts’ price target is $438.)

Price:
$495.330
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-06-19 TOP PICK Hoya-Corporation
7741-JP
David Fingold

The low-cost producer in the world of eyeglass lenses, and probably tied for #1 or #2 in the production of endoscopes. Technically, this makes them a healthcare company. In those parts of the world where the population is growing, there are more people that need vision correction. Dividend yield of 1.3%. (Analysts’ price target is ¥6,100.)

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-06-19 TOP PICK Alphabet-Inc--C-
GOOG-Q
Veeral Khatri

It is an interesting entry point with the selloff in tech.  There are a lot of secular tail winds.  A great stock to own long term.

Price:
$957.370
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-06-19 TOP PICK Keysight-Technologies-Inc.
KEYS-N
David Fingold

The original Hewlett-Packard. There is a certain amount of value created by unleashing a management from being within a conglomerate that ties their hands-on capital allocation decisions. This is a leader in electronic test equipment. It is very difficult to design ships or to develop and deploy communication networks without using their equipment. The transition to 5G wireless is a major catalyst for them. (Analysts’ price target is $47.)

Price:
$37.990
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-06-19 TOP PICK Pembina-Pipeline-Corp
PPL-T
Veeral Khatri

He thinks the transaction with VSN-T is fantastic.  Cash flow per share will go up and it diversifies their hydrocarbon mix.  It replenishes the pipeline of growth projects for PPL-T.  Now they have over $20 billion in growth projects ahead of them.  (Analysts’ target: $50.00).

Price:
$43.630
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-06-19 TOP PICK Schweiter-Technologies
SWTQ-SW
David Fingold

Produces composite materials, primarily phone plastics and aluminum composites. Their end-use markets include windmill blades, transportation, as well as being heavily involved in construction. Their products tend to have superior strength to weight ratio as well as being green materials, recyclable. Dividend yield of 3.1%. (Analysts’ price target is CHF 1,175.)

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-06-19 TOP PICK Westaim-Corp
WED-X
Veeral Khatri

A bit of an under the radar company.  They have two profitable and growing businesses.  FFH-T just invested in them.  They will have a large amount of cash to make acquisitions with.  He would not be surprised if they split the two companies once they get big enough.  (Analysts’ target: $4.50).

Price:
$3.190
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-06-16 TOP PICK Enbridge
ENB-T
Greg Newman

Reduced their 2017 guidance as a result of the Spectra integration. More recently, it fell on an announcement of some line-3 delays. Doesn’t think this is going to affect 2018. Trading at a cheaper multiple than it has for a while. Has 11% EPS growth over the next couple of years. Also, when they announced the delay, the market saw that and took the stock down, but didn’t applaud the fact that they had announced $2 billion in new projects over the next couple of years. A solid dividend payer with dividend growth and a 50% payout ratio. 4.8% dividend yield.

Price:
$51.440
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2017-06-16 TOP PICK Gorman-Rupp
GRC-N
Norman Levine

The largest global manufacturer of industrial pumps. The stock hasn’t gone anywhere for a while, because 30% of their business is outside of the US, and the strong US$ has hurt profitability. A large part of their business is to the energy business such as moving oil, which has hurt them some. Have increased dividends for 44 years in a row. This is an opportunity to buy a company at its historically low valuation. Dividend yield of 1.7%. (Analysts’ price target is $26.)

Price:
$27.150
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-16 TOP PICK Intact-Financial
IFC-T
Greg Newman

Just acquired OneBeacon, the leading North American specialty provider, which will give them growth opportunities in the US. It is a highly fragmented space, so there are a lot of acquisitions upside. He models 18% EPS, and it is trading below its five-year average. OneBeacon is probably not accretive, but is probably neutral for 2017 earnings, and is really accretive over 24 months. Dividend yield of 2.7%. (Analysts’ price target is $103.)

Price:
$93.820
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
Showing 31 to 45 of 24,042 entries
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