Recent Top Picks | StockChase
stockchase picture

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

Recent Top Picks

Date Signal Company Expert Opinion Price
2017-04-17 TOP PICK Sphere-FTSE-Emerging-Sustainable-Yield-ETF
SHZ-T
John DeGoey

(He’s been telling people for years that they should be buying more emerging markets. Tonight, he is giving 3 different ways to play the same theme.) This one started trading about 6 months ago and is focused on sustainable yield. It is small. The important thing is, it has a sustainable yield as part of its methodology. That is the value screen. He is a proponent of factor investing.

Price:
$10.330
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-04-17 TOP PICK Vanguard-FTSE-Emerg.-Mkts.-All-Cap-ETF
VEE-T
John DeGoey

(He’s been telling people for years that they should be buying more emerging markets. Tonight, he is giving 3 different ways to play the same theme.) If there was only one way to play it, this would be the one that is the most diversified and the lowest cost.

Price:
$32.070
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-04-17 TOP PICK iShares-MSCI-Emerging-Markets
XEC-T
John DeGoey

(He’s been telling people for years that they should be buying more emerging markets. Tonight, he is giving 3 different ways to play the same theme.) This has a small-cap bias. The 2 main factors that are the most important to him are value and market capitalization.

Price:
$24.890
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-04-13 TOP PICK Bank-of-America
BAC-N
Paul Harris, CFA

The stock ran up and has pulled back, giving a good opportunity to buy. It has 10% of all the retail assets in the US. It continues to reduce costs through technology and headcount. They have 3 very strong good businesses, retail, corporate investment banking and the brokerage business. Trading just below BV. Thinks the stock is worth in the $38-$40 range. Dividend yield of 1.3%. (Analysts’ price target is $26.)

Price:
$22.340
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-04-13 TOP PICK Blackstone-Group-LP
BX-N
Paul Harris, CFA

Trading at 10X earnings and has a very good dividend yield of 5.2%. 2 things happened with this company. They were very smart at buying a lot of assets in the downturn in the equity market, and if it continues like this, it will give them the opportunity to harvest gains from that. The other thing was that they raised about $100 billion. They have a lot of firepower if something happens to the stock market. Feels the company is worth somewhere between $55 and $60 if things work out. (Analysts’ price target is $34.75.)

Price:
$28.860
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-04-13 TOP PICK CVS-Health-Corp
CVS-N
Paul Harris, CFA

A kind of integrated health care company. It is a pharmacy and has a long-term care business. Trades at 13X earnings. The stock has pulled off from its highs. Has a free cash flow yield of about 7%. They’ve had some issues on the same store sales side over the last while, and he thinks that is stabilizing. On the healthcare side, they need to make a few more acquisitions. Thinks the intrinsic value is somewhere between $90 and $95. Dividend yield of 2.6%. (Analysts’ price target is $87.50.)

Price:
$77.960
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-04-12 TOP PICK Cerner-Corp.
CERN-Q
John O'Connell, CFA

This basically supplies information technology to hospitals, healthcare systems and ambulatory companies. It has gone through a couple of years where it has shifted from selling software as a package to software as a service. It always takes time to roll over the way your profits are measured, and Wall Street is not patient about those kinds of things. Their revenues and profits have continued to grow. It used to trade at 35X earnings and is now down to around 20X, and represents an exceptionally good value in the healthcare space. (Analysts’ price target is $60.)

Price:
$58.770
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-12 TOP PICK Fortis-Inc.
FTS-T
Christine Poole

Closed on ITC Corp last year, a US electric utility. That increases their exposure in the US. She likes this utility, because it is noncyclical and non-commodity-based. Pretty defensive. 90% of cash flow comes from regulated assets. They’ve increased the dividend for 43 consecutive years, and she doesn’t see that changing. She can see it growing 6% annually through 2021. That is important for income stocks in a potential rising rate environment. Has a price target of about 10% upside plus the dividend, giving a total return of about 13%. Dividend yield of 3.6%. (Analysts’ price target is $48.)

Price:
$44.650
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-12 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
Christine Poole

As the largest search engine, it garners a lot of the digital online advertising. She can see very good secular growth in digital advertising. Corporate advertising budgets have about 35% allocated to digital, and sees that increasing over time. They will garner a big share of that because it is the leading search engine. This is not a value stock, but more of a GARP stock, trading at about a 25 forward PE. Has consistently grown its revenue in excess of 25% organically, and a lot of that is falling to the bottom line. Earnings are also growing at a 25% clip. (Analysts’ price target is $1000.)

Price:
$841.460
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-12 TOP PICK Spartan-Energy-Corp
SPE-T
John O'Connell, CFA

Made a major acquisition of light oil from Arc Resources for $700 million. Management has done everything right. Trading exceptionally cheap compared to its larger cap peers. It is going to start populating itself in larger portfolios. Everybody acknowledges that they have managed this downturn. When he first bought this, they were doing 3000 barrels a day, and are now going to do 21,000 barrels a day this year. They have loads of inventory and don’t need to make any acquisitions. Decline rates are low. (Analysts’ price target is $4.25.)

Price:
$2.630
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-12 TOP PICK Stanley-Works--The
SWK-N
John O'Connell, CFA

A global provider of tools and security systems. Every acquisition they’ve integrated has been flawless. It has been a great, great long-term investment. Great earnings growth and great dividend growth. They always under promise and over deliver. A great way to play the growing economy. Dividend yield of 1.8%. (Analysts’ price target is $140.)

Price:
$132.260
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-12 TOP PICK Toronto-Dominion
TD-T
Christine Poole

Ranks about #7 in terms of domestic deposits in the US. She likes this, because it has lagged the group year to date, and because of its very negative press about overselling, which she doesn’t think is ingrained in their corporate culture. Trading at a premium to historical average by about 1 multiple point higher. Trades at about 1.8 X PB, and its 10-year historical average is about 2X. generates an ROE of about 14%. Dividend yield of 3.6%. (Analysts’ price target is $71.50.)

Price:
$65.570
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-11 TOP PICK Altus-Group
AIF-T
Ryan Modesto

A real estate advisory consultant firm, and also trying to build end to end software service solutions for real estate data and real estate analytics. This is what the markets are really starting to get interested in now. A higher margin business and recurring revenues. There is a good short term catalyst here, where they actually own 14% of a private company called Real Matters, which sooner or later is going to IPO with a possible $1 billion valuation. Dividend yield of 2%. (Analysts’ price target is $36.50.)

Price:
$30.260
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-04-11 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Cole Kachur

This basically owns convenience stores and gas stations globally. There are up to around 13,000-14,000 different entities between Canada, the US and Europe. An acquisition oriented company. The stock came down a little in the last quarter, because their earnings were not that solid because of some integration issues with Esso and 2 other brands they bought. He thinks those will go away and they will be back on the path of growth. Dividend yield of 0.6%. (Analysts’ price target is $74.)

Price:
$60.830
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-04-11 TOP PICK Brookfield-Property-Partners
BPY.UN-T
Cole Kachur

Trading at a substantial discount to NAV. In the properties space, and it is difficult to evaluate all their properties, as values do change. They are getting some better lease rates on some of their properties and disposing of some of their non-core holdings and repositioning those. There is talk of changing to a US REIT which might be positive for them. Dividend yield of 5%, and he could see some growth on this, maybe 10%-12%.

Price:
$30.150
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
Showing 31 to 45 of 23,775 entries
<< < 1 2 3 4 5 > >>