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
2017-02-17 TOP PICK Xylem-Inc.
XYL-N
Christine Poole

They are in the business of transportation, testing and treatment of water.  Drinkable water is a very scarce commodity.  21% of revenues are from emerging markets.  They are trying to give people access to sanitation.  In the US there is a lot of overhaul required on the existing systems.  In 2012 state governments cut back because there was no funding.  XYL-N also have exposure in the UK.  They just acquired a smart metering company and will do some cross selling.  (Analysts’ target: $54.00).

Price:
$47.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-16 TOP PICK Canadian-Apartment-Properties
CAR.UN-T
David Baskin

Canada’s biggest land lord.  They are opening up frontiers in Europe.  It is a wonderfully run company.  Very nice distribution.  Very solid balance sheet.  (Analysts target: $33.15).

Price:
$31.910
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-02-16 TOP PICK Centric-Health
CHH-T
Fabrice Taylor

One division does private surgeries that are not covered by healthcare.  Every year they cut more and more services from provincial plans so there are more and more opportunities to use their services.  The other division is an industrial pharmacy that services businesses like seniors homes.  It is a turnaround story.  They used to have a lot of debt, but margins have improved.  He is impressed with management.  The stock has positive tailwinds and it is a turnaround story.  (Analysts’ target: $1.02).

Price:
$0.790
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2017-02-16 TOP PICK CVS-Health-Corp
CVS-N
David Baskin

They have a huge platform of pharmacies in the US, pharma benefits management and home healthcare.  The baby boomer generation is not going to suddenly not need their pills any more.  It is very cheap right now.  (Analysts’ target: $86.34).

Price:
$79.450
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-02-16 TOP PICK Walt-Disney
DIS-N
David Baskin

They own some of the best production studios there are as well a tremendous intellectual library with every old movie in the world.  They also have ESPN, which was the major question mark. They have mobilized that.  They also have cruise lines and theme parks. This is where millennials are spending their money.  (Analysts’ Target: $116.29).

Price:
$110.710
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-02-16 TOP PICK Polaris-Infrastructure
PIF-T
Fabrice Taylor

Geothermal energy in Nicaragua.  They have a fantastic PPA with the grid operator there.  They pay a dividend and have raised it twice in the last few months.  They pay in US$.  There is upside in the form of higher production.    There is a chance you might get a bid from a bigger operator.  (Analysts’ Target: $22.33).

Price:
$15.920
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2017-02-16 TOP PICK Red-Eagle-Mining
R-T
Fabrice Taylor

Just commissioning a mine in Columbia that should be producing soon.  It is a re-rating story; currently only at 2 or 3 times 2018 earnings because investors have not bought into the story.  You will get a rising multiple and some upside form rising gold prices.  Risk will come down in the near term.  (Analysts’ target: $1.31).

Price:
$0.840
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2017-02-15 TOP PICK Cascades-Inc
CAS-T
Colin Stewart

They have 2 core businesses, tissue and container board. He likes the container board side in particular because of the growing economy where people are shipping more things in boxes. It is a fairly tight market right now for container board and there have been price increases in the last couple of days. As more and more online shopping occurs, that is going to lead to more things shipped in boxes. Trading at only about 5.5X enterprise value to EBITDA. Dividend yield of 1.15%. (Analysts’ price target is $14.60.)

Price:
$13.900
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-15 TOP PICK Gluskin-Sheff-and-Associates
GS-T
Brian Madden

An asset manager that operates in the high net worth space. The demographics are great. Family assets are growing more quickly than lower net worth households. Also, client relationships tend to be longer-term and stickier, due to the nature of the services offered. The stock is discounted because of long-term litigation with the founders, which is likely to get cleared up later this year. Dividend yield of 5.27%. (Analysts’ price target is $19.67.)

Price:
$18.990
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-02-15 TOP PICK Imvescor-Restaurant-Group
IRG-T
Colin Stewart

Their brands include Pizza Delight, Baton Rouge, Scores, etc. Mainly in Québec. Recently made an acquisition of a breakfast chain, Ben & Florentine. They don’t actually own or run the expenses of the restaurant, but take a royalty off the top line. There is a lot of free cash flow. Trades at half the valuation of a Freshii. Dividend yield of 2.69%. The new CEO has been reinvesting in the business. They are on the hunt for more acquisitions. A cheaper way to play the restaurant business in Canada. (Analysts’ price target is $3.88.)

Price:
$3.330
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-15 TOP PICK Magna-Int-l.--A-
MG-T
Brian Madden

A great play on the auto cycle. 18 million cars a year are being produced, and perhaps accelerating in Europe and continuing at high levels in Asia. The company is very innovative and are making advances in vehicle light weighting, transmissions and advanced driver systems. Trading at a discounted valuation. Dividend yield of 2.28%. (Analysts’ price target is $65.48.)

Price:
$59.140
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-02-15 TOP PICK Shopify-Inc.
SHOP-T
Brian Madden

Canada’s most dynamic growth story. It is Canada’s leading e-commerce enablement company. They are involved in things like payment solutions for online merchants, order management systems, inventory and promotion management systems, as well as more recently into shipping. Just reported great numbers. Management has predicted they will break even by the 4th quarter of this year and should post revenue between $580 million and $600 million. (Analysts’ price target is $75.71.)

Price:
$79.220
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-02-15 TOP PICK Temple-Hotels
TPH-T
Colin Stewart

The largest publicly traded hotel company in Canada, and operate under names such as Hilton, Marriott, Days Inn, etc. They own over 4000 hotel rooms in Canada. 50% of those are in Alberta, and half of those are in Fort Mac. That has caused the share price to underperform over the last couple of years. Thinks this is a bit of a restructuring turnaround story. Also, Morguard (MRG.UN-T) has taken a very large, over 50% equity stake in it. (Analysts’ price target is $0.90.)

Price:
$0.900
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-14 TOP PICK Altagas-Ltd
ALA-T
Ryan Bushell

Good management team. 6%-7% annualized dividend growth over the last 5 years. 7% growth on a 7% yield is a big number. He likes this company for yield focused investors. Acquiring WGL Holdings, a Washington-based utility in Virginia. Has faith in the management team to pull the acquisition off. Dividend yield of 6.72%. (Analysts’ price target is $35.44.)

Price:
$31.240
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-14 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Ryan Bushell

A lot of the large Canadian oil producers have gone on sale recently. There are 2 big concerns in the market. One is the possible border adjustment tax, which would raise the price of retail gasoline in the US, and he doesn’t think that is likely to pass. The 2nd is how much production comes on in the US and what happens with the OPEC deal. The WTI strip has hung in their pretty solidly, even with some big inventory builds over the last couple of weeks. The stock is cheap. Dividend yield of 2.52%. (Analysts’ price target is $49.74.)

Price:
$39.690
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
Showing 31 to 45 of 23,562 entries
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