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
2016-07-19 TOP PICK McDonalds
MCD-N
David Burrows

For the defensive investor. You get 2 themes here, the consumer and real estate. 1.) At the consumer level you have 20 states that have raised the minimum wage. 2.) This really is the biggest REIT globally. The franchisees pay rent on their properties. Dividend yield of 2.83%, and have grown it at about 8% over the last 5 years.

Price:
$126.500
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-07-19 TOP PICK Sherwin-Williams-Co.
SHW-N
David Burrows

He really likes the US economy. 80% of this company’s revenues come from the US domestic economy. The housing industry is improving and consumer confidence just hit new highs.  Recently acquired Valspar, the #4 paint company, so they’ll have an opportunity to cut costs and fold that company in. Dividend yield of 1.09%.

Price:
$309.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-07-19 TOP PICK TransDigm-Group
TDG-N
Mike S. Newton, CIM FCSI

A leading supplier of engineered parts for both commercial and military aircraft. 70% of their business is the aftermarket. Lots of great future growth available here.

Price:
$274.220
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-19 TOP PICK Texas-Instruments
TXN-Q
David Burrows

Manufactures semi-conductors, which gets sold into auto, industrials, personal electronics, communications equipment. Often they are specialized semi-conductors that get designed in and might be there for 5–7 years. They have a dominant position. 60% profit margins. Dividend yield of 2.34%, and have grown this over 20% a year for the last 5 years.

Price:
$64.940
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-07-19 TOP PICK Vantiv
VNTV-N
Mike S. Newton, CIM FCSI

A leading payment processor, working in the background. On chip enabled cards, they have really done a great job in penetrating the small and midsized banks. 1600 different merchants and 1000 different banks. Continues to do very, very well and capitalizes on trends.

Price:
$58.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-19 TOP PICK Dentsply-Sirona
XRAY-Q
Mike S. Newton, CIM FCSI

A dental supply manufacturing distribution. There is a lot of consolidation in this business. They have done about 5 acquisitions in the past year. A very low volatile name. Dividend yield of 0.49%.

Price:
$62.810
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-18 TOP PICK A-Comment----General-Comments-From-an-Expert
A Commentary
Ben Cheng

Cott Beverages 5.375% 07/01/2022 USD.  They have changed their business in the last few years so more than half of their revenue and earnings come from filtered water.  It is a very good growth industry.

Price:
$0.020
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-18 TOP PICK Cisco
CSCO-Q
Kash Pashootan

It is rare in technology that you are able to pick something up that is trading at 13X PE with a dividend yield of 3.48%. With people doing more and more on their mobile phones, data traffic has picked up considerably over the last decade, and he feels it is going to continue. This is a key player in helping cell phone providers stay mobile spectrum efficient. At the same time, the company has been going through a transition to get more involved into the Cloud side of things and to position themselves for the future.

Price:
$29.910
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-07-18 TOP PICK DineEquity
DIN-N
Kash Pashootan

The parent of IHOP (US) and Applebee’s chains. Sold off considerably last year and this is now a good entry point. Trading at 13X. Most revenue is coming from the US, and they are expanding into the emerging market countries. Recently announced an agreement to build out 77 IHOPs and Applebee’s in Latin America. Dividend yield of 4.47%.

Price:
$82.320
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-07-18 TOP PICK Park-Lawn-Income-Trust
PLC-X
Ben Cheng

A consolidator in the funeral home business.  They are not doing this via debt.  They use equity rather than debt.  3.25% yield.  He still sees upside on this one.

Price:
$14.330
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-18 TOP PICK Slate-Retail-REIT
SRT.UN-T
Ben Cheng

He likes both their REITs.  He is bullish on this one because they focus on grocery anchored malls.  Above 7% yield and it is sustainable.  He feels they will make tuck in acquisitions and increase the yield.

Price:
$13.700
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC
Owned:
Yes
2016-07-18 TOP PICK Telus-Corp
T-T
Kash Pashootan

This company needs to play some catch-up. They lagged partly because of Alberta. These things work themselves out. When you get some weakness that is not a structural or balance sheet related issue, it is a buying opportunity. Have committed $2.2 billion to expand their 4G network. Dividend yield of 4.28%.

Price:
$42.960
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-07-15 TOP PICK AGT-Food--and--Ingredients
AGT-T
Michael Sprung

Has pulled back enough that it is relatively attractive again. The pullback is as a result that the most recent crop of pulses had been somewhat disappointing, which hurt volumes. However, going into the fall, he is expecting a fairly large crop in Canadian pulses. The UN has declared 2016 to be the International Year of the Pulse. Export pulses is increasing very rapidly. Dividend yield of 1.76%.

Price:
$33.960
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-15 TOP PICK Canadian-Imperial-Bank-of-Commerce
CM-T
Michael Sprung

This has lagged the other banks recently, because of their acquisition of PrivateBankcorp in the US, which they paid a big price for. They are trying to establish more of a footprint in the US, so longer-term this should pay off for them. Management has concentrated on de-risking and shoring up the balance sheet by retrenching and focusing on core competencies. Dividend yield of 4.91%.

Price:
$98.490
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-15 TOP PICK Stuart-Olson-Inc
SOX-T
Michael Sprung

Engineering/construction company. This has really had problems over the last number of years, and is finally beginning to turn around. Have lagged the other engineering companies because of their large exposure to Alberta, but there is going to be a lot of infrastructure building in Alberta. Dividend yield of 7.19%.

Price:
$6.780
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 46 to 60 of 22,711 entries
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