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
2017-01-11 TOP PICK Shopify-Inc.
SHOP-T
Brian Madden

This is the most dynamic tech story in Canada, bar none. It was one of the hottest IPOs in 2015. A dominant platform player, and their solution is e-tailing in a box. Their core market is the small-medium-sized businesses, and the solutions they offer are web development, payment processing, order fulfilment, inventory management, sales promotion, management, shipping and even things like receivables and financing. Revenue grew at 89% in the latest quarter. While not profitable yet, they are making all the right strategic decisions, very reminiscent of what Amazon did in its early days. (Analysts’ price target is $68.42.)

Price:
$58.720
Subject:
CANADIAN & FIXED INCOME
Bias:
UNKNOWN
Owned:
Yes
2017-01-11 TOP PICK Visa-Inc.
V-N
Christine Poole

Operates the largest global payment network, and will continue to benefit from online retail commerce, the whole transition into digital online payments. Cash still represents 85% of total payments globally, so there is still a lot of growth going forward. Recently acquired Visa Europe, and as they integrate that, that is going to contribute to earnings this year. Dividend yield of 0.81%. (Analysts’ price target is $94.28.)

Price:
$81.800
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-11 TOP PICK Xylem-Inc.
XYL-N
Christine Poole

This was a spin out from ITT Corp in 2011. They make water equipment and sources to the water industry. Their products encompass anywhere from water transportation (pumps, valves, controls), treatment and testing. Their end markets include municipalities, utilities, industrial clients, building services, commercial clients, and even the agricultural industry. 70% of the globe is made up of water, but only 1% is actually drinkable or potable. There is the issue of emerging markets, where they are still building out their water infrastructure. In the developed markets, there is the problem of aging infrastructure which needs replacement. Dividend yield of 1.26%. (Analysts’ price target is $53.58.)

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-10 TOP PICK CitiGroup
C-N
Bruce Tatters

This has done well and is still cheap. One of the more international players. Dividend yield of 1.06%. (Analysts’ price target is $63.96.)

Price:
$60.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-10 TOP PICK Sphere-FTSE-Emerging-Sustainable-Yield-ETF
SHZ-T
John DeGoey

This is a new product, about 2 months old. It is basically a value tilt. Value stocks historically outperform the market.

Price:
$9.700
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-01-10 TOP PICK United-Continental-Holdings
UAL-N
Bruce Tatters

About 15-20 years ago, the top 10 airline carriers in North America only accounted for about 15% of the air volume, and now the top 4 account for 80% of all traffic. This has turned itself into a really, really good oligopoly, so they have pricing power. The interesting thing is that the airline group still trades at about 4.5X EBITDA, because people still have long memories of when they were horrible. (Analysts’ price target is $81.09.)

Price:
$73.530
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-10 TOP PICK Vanguard-FTSE-Emerg.-Mkts.-All-Cap-ETF
VEE-T
John DeGoey

Emerging markets are a very important part of the world. Their growth is strong. A really good way to get stocks and still be diversified.

Price:
$29.400
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-01-10 TOP PICK Valero-Energy-Corp
VLO-N
Bruce Tatters

Refining doesn’t have anything to do with the price of oil, it has to do with crack spreads and refining margins. One of the things that has been absolutely killing refiners in the last 3-4 years is the RIN legislation of the Obama administration, requiring them to pay for renewable credit every time they produced gasoline and diesel fuel. The new administration is likely to change all that, and dramatically improve profitability. Dividend yield of 3.55%. (Analysts’ price target is $72.29.)

Price:
$66.530
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-10 TOP PICK iShare-Core-MSCI-World-of-Canada
XAW-T
John DeGoey

This is a large cap product, and is basically 1st world economies. It is one of the top 8-10 countries outside of Canada, but you are getting exposure to 85%-90% of 1st world stock market capitalization. A great way to get stocks around the world.

Price:
$21.950
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-01-09 TOP PICK Baytex-Energy-Corp
BTE-T
Daniel Lloyd

*Long* A pairs trade with CNQ-T.  Over the next 6 months you could see oil prices drift up.  Their balance sheet is possibly underestimated because their debt is all termed out.  They are 80% down from their all time high.  (Analysts’ Target: $7.97).

Price:
$6.200
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-01-09 TOP PICK CI-Financial-Corp
CIX-T
Daniel Lloyd

*Short*, stay short.  The industry is in secular decline. (Analysts’ Target: $28.83).

Price:
$28.390
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-01-09 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Daniel Lloyd

*Short* A pairs trade with BTE-T.  Any good news you could possibly get is already priced in.  (Analysts’ Target: $49.64).

Price:
$41.820
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-01-09 TOP PICK Gran-Tierra-Energy-Inc.
GTE-T
Josef Schachter

He has a $6 target.  They have lots of exploration and development opportunities.  A good balance sheet.  Buy it under $3.50.

Price:
$3.780
Subject:
OIL & GAS
Bias:
BEAR on OIL
Owned:
No
2017-01-09 TOP PICK Northland-Power-Inc
NPI-T
Daniel Lloyd

It is an event driven situation for him.  They put themselves up for sale.  He thinks they want to get a deal done.  The market is under estimating what the pricing should be.  (Analysts’ Target:  $25.60).

Price:
$23.430
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-01-09 TOP PICK Pengrowth-Energy
PGF-T
Josef Schachter

They had to find a way to survive after the government changed the rules for royalty trusts.  They did a good job of focusing on getting long term assets.  They aim to sell their non-core assets.  When you get to the fourth quarter their balance sheet will be repaired and they could be a $3 stock in 2018.  It will be a table pounding buy very shortly.  (Analysts’ Target Price: $2.01).

Price:
$1.860
Subject:
OIL & GAS
Bias:
BEAR on OIL
Owned:
No
Showing 46 to 60 of 23,417 entries
<< < 2 3 4 5 6 > >>