stockchase picture

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

Recent Top Picks

Date Signal Company Expert Opinion Price
2015-07-16 TOP PICK Bank-of-Nova-Scotia
BNS-T
Douglas Kee

Feels this is probably the best value in banks right now. He likes this because their Canadian domestic retail operations and wealth management are growing quite nicely. The integration of Tangerine is helping them along with cross-selling of wealth management and banking products. Likes the International side. It is more volatile, but a higher margin business. Dividend yield of 4.19%.

Price:
$64.930
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-07-16 TOP PICK Cineplex-Inc
CGX-T
Michael Decter

(A Top Pick Aug 6/14. Up 25.22%.) The movie box office has never been stronger. In the last quarter there were 3 movies that are in the top 6 movies of all time. This is a money machine. In many of their locations they have built the full spectrum. While you are watching a movie, you can have dinner in your seat, you can have a drink, etc. Have a huge market share in Canada. Dividend yield of 3.22%.

Price:
$48.620
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-16 TOP PICK Canadian-National-R.R.
CNR-T
Douglas Kee

Increased their dividend by 20% plus this year. Over the last 5 years, their dividend has gone up 13% annualized. The stock is down because of lower volumes of coal, grain and petroleum. However, volumes are up on intermodal and autos. Their guidance is low single digit earnings growth and he thinks that is still possible. Good value at this price. Dividend yield of 1.63%.

Price:
$76.730
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-07-16 TOP PICK IMAX-Corp.
IMAX-N
Michael Decter

Not only a great company to own, but is currently on sale for a very specific and short-term reason. They were going to IPO their China theatres, a couple of hundred, but the Chinese market had a very difficult June and all the IPOs got pushed back by the government. They will gradually come to market. Before that, the Q2 reporting is going to really startle people to the upside. This is a long-term growth story.

Price:
$37.930
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-16 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
Michael Decter

Jamie Diamond has done a spectacular job of working this bank through all of their troubles. Likes the growing of their earnings and a lot of their core competencies. They are making a lot of money in a lot of different ways. They will make more money as US interest rates start to come up. The largest bank in the US.

Price:
$69.560
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-16 TOP PICK Pembina-Pipeline-Corp
PPL-T
Douglas Kee

Have increased their dividend by 6% this year. He likes their assets. They have a big CapX program of $5.5 billion over the next 3 or 4 years. Most of that is cost of service or fee for service business. This will get down their energy exposure, which is 35% and it will get it down below 20%. Dividend yield of 4.51%.

Price:
$40.590
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2015-07-15 TOP PICK Apple
AAPL-Q
Bruce Tatters

Look for them to launch a new Apple TV box this fall. They are putting all their content relationships together today, which will be another new category. The iWatch hasn’t had big progress yet, but he expects it will. Also, thinks the new iPhone cycle will continue to grow.

Price:
$126.820
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-15 TOP PICK Bank-of-America
BAC-N
Bruce Tatters

When the recovery in US housing got to a certain state, house prices started to rise and the mortgage rate curve started to steepen. You get a lot more torque in names like this and Citigroup. This one has far more torque than any other US bank. Dividend yield of 1.13%.

Price:
$17.680
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-15 TOP PICK Corning-Inc
GLW-N
Don Lato

The view on this depends on what your thoughts are about 4K TVs. Merrill Lynch says 4K TV is not coming out anytime soon and you should not be in this company. RBC is a believer in 4K TV as the next driver of the earnings growth for this company. As you see companies like Netflix and Amazon producing more and more of their content with 4K capabilities, it is going to bring on demand. Prices are coming down to not much more than a regular LCD TV, which will probably kick up the next leg of television purchases. This is where this company does 40% of their business. Dividend yield of 2.52%.

Price:
$19.060
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-15 TOP PICK Orion-Engineered-Carbons
OEC-N
Don Lato

An old company that has been around for almost 100 years, and is an amalgamation of several companies from all over the world. Became public in July 2014 out of a private equity firm. They make carbon black, which is used in a variety of products, primarily tires and specialty plastic materials. Well-managed. Trading at about 12X next year’s earnings. Dividend yield of 4.03%.

Price:
$18.980
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-15 TOP PICK Performance-Sports-Group
PSG-T
Don Lato

Have diversified into many other businesses besides hockey, including apparel. About 8-9 months ago, they bought the baseball and softball division of Easton Sports. Has been hurt by the falling Cdn$ because of hockey being their biggest market and Canada being the biggest market for hockey. Just pre-released May results with a cautionary note that 2016 earnings are going to be pretty flat because of the currency impact.

Price:
$24.350
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-15 TOP PICK Canadian-Satellite-Radio
XSR-T
Bruce Tatters

Has been a big underperformer for the last several years. Growth has been much weaker than their US counterpart. They basically piggyback content from the US Sirius. Canadian market has been slower to adopt subscribers, but a very interesting trend is that as newer vehicles get bought, satellite radio is growing rapidly. In the secondary market, even 3-5 year old cars are enabled with Sirius satellite. Dividend yield of 7.43%.

Price:
$5.690
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2015-07-14 TOP PICK CASH
CASH
Keith Richards

(A Top Pick June 5/15.) Just sold some Chinese ADRs so he has about 50% in cash. Doesn’t plan to keep the 50% over the summer, but is looking to invest in the next week or so, and will probably end up at 40%. If there is a big enough pullback by Sept/Oct, he will be invested 100% again.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-07-14 TOP PICK iShares-Global-Agriculture-ETF
COW-T
Keith Richards

This is the kind of chart that he likes. It shows a long uptrend from early 2012. What he looks for in a chart that has a strong uptrend is: can you buy it on a pullback to the trend line. Right now it is bouncing off its trend line and has had a couple of up days since that bounce.

Price:
$33.140
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2015-07-14 TOP PICK Chartwell-Seniors-Housing
CSH.UN-T
Christine Poole

Largest seniors housing operator in Canada. Attractive dividend yield of 4.8%. Have only recently started to increase their distributions, which is good in a rising rate environment. She likes the industry because it bodes well with aging demographics. The seniors’ population is going to double over the next 10-20 years at a much faster pace than the overall general population. Recently sold all of its US properties and have decided to refocus on Canada.

Price:
$11.450
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH on OIL
Owned:
Yes
Showing 46 to 60 of 21,233 entries