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
2016-06-20 TOP PICK Heroux-Devtek-Inc.
HRX-T
James Telfser

An aerospace company. Do a lot of landing gear for planes. They have a long history of making very wise allocation of capital, and thinks they are at a point now where they might start to look at doing something else interesting. They just did a lot of work for the Triple7 landing gear for one of the new planes.

Price:
$14.870
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-20 TOP PICK ZCL-Composites-Inc.
ZCL-T
James Telfser

A well-run, shareholder friendly company. Manufactures fiberglass tanks for gas stations, which used to be made out of steel, so there is a replacement cycle. They have over 50% market share. Dividend yield of 3.56%.

Price:
$9.000
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-17 TOP PICK Deutsche-Telekom
DTE-FSE
Norman Levine

The biggest telecom provider in Germany, as well as the biggest shareholder in the US in T-Mobile (TMUS-Q). He expects that sometime in 2017 they will be trying to sell their ownership of T-Mobile. The stock is highly profitable. Raises its dividend regularly. Dividend yield of 3.87%.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-17 TOP PICK Killam-Properties-Inc
KMP.UN-T
Greg Newman

A really good growth name at a reasonable price. Has had a big run since January, but there is more to go. He models that it grows 10% annually for the next couple of years. That growth rate is much better than the sector average of around 4%, and yet this is trading at an in-line multiple of around 16X. The 4.87% dividend is supported by 76% payout ratio that is steadily improving.

Price:
$12.460
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-17 TOP PICK Parkland-Fuel-Corp
PKI-T
Norman Levine

A fuel distribution business, mostly retail gas stations, but also wholesale and commercial. Largely in Western Canada although have made some Eastern Canadian acquisitions, such as Pioneer Fuels. They are a growth by acquisition company, and there are some big assets that will be coming up. Loblaw’s (L-T) has talked about putting their gas station assets up for sale. They raise their dividend a little bit every year. Dividend yield of 5.08%.

Price:
$22.330
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-17 TOP PICK Restaurent-Brands-International
QSR-T
Greg Newman

Has a very strong, top line momentum. Strong performance in all regions. Just increased their dividend for the 6th quarter in a row. He models they can grow earnings per share 18% each and every year over the next couple of year through opening new stores and enhanced products and higher margins. Have been lowering their debt steadily since the merger. Trading below its three-year average, and trading in line with its peers, but has a better growth rate. Dividend yield of 1.41%.

Price:
$55.390
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-17 TOP PICK Royal-Bank
RY-T
Greg Newman

Despite the rally the banks have had, this is still attractive relative to historical valuations. There is still too much of a Short interest, and that is a catalyst. Thinks we have seen the high water mark of high energy fears. Unlike the other banks, had a very high quality beat on their Q2. Capital levels, which formerly were a little bit of an issue, have rebounded very briskly. He is seeing 6% EPS over the next couple of years. Dividend yield of 4.18%.

Price:
$77.600
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-17 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Norman Levine

People hated this, because previous management got into trouble with questionable, ethical things they did. People are starting to warm up to it now. Current management is fabulous and business is rolling in. He likes it, especially now, because it will be one of the main beneficiaries of the Trudeau government increasing infrastructure spending. They are also a highly on un-leveraged company, and will be making some acquisitions. Dividend yield of 2.02%.

Price:
$51.370
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-16 TOP PICK Bayerische-Motoren-Werke-AG
BMW-GR
Paul Harris, CFA

You can’t buy this in New York, you have to buy it in Germany. With quantitative easing in Europe, and what happened with quantitative easing in the US is that people frontloaded a lot of purchases. Autos rose up to almost 18 million in North America. Auto purchases are well below 2007 in Europe, so he thinks there is a backlog that will catch up. The stock is not expensive, trading at about 8X earnings. The company has 2 great hybrid electric cars, i3 and i8, but they don’t get the benefit of those. This company will give up margin for long-term growth, which he feels is very important. Dividend yield of 4.68%.

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-16 TOP PICK Goldman-Sachs-Business-Development
GSBD-N
James Thorne

Business development companies were developed in the 1970s when the US government was trying to figure out how to get money into the hands of businessmen. They were focused on lending money to companies that couldn’t get money from Wall Street or traditional banks. Because of securitization, banks got into this business and it is a very sleepy business. They have to distribute 90% of what they get in terms of interest rates from their clients. In 2008, you had Basil III, Dodd Frank and the Volcker rule, so banks could no longer lend willy-nilly to anybody, so they pulled back. Dividend yield of 9.11%.

Price:
$19.880
Subject:
US DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-06-16 TOP PICK Kraft-Heinz-Company--merged-
KHC-Q
Paul Harris, CFA

What is very unique about is that it is a great cost cutting story, but there is also some good revenue growth coming through on it. Heinz was a much more international company, and Kraft was much more of a US branded company. Kraft has some great products and will be able to sell off some of them, but also they will be able to use Heinz distribution network and push those products through the rest of the world. Dividend yield of 2.7%.

Price:
$85.280
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-16 TOP PICK Kinder-Morgan-Inc.
KMI-N
James Thorne

The largest distributor of natural gas in North America. It got hammered because everybody thought it was going to be cut to junk. They cut the dividend, but their higher yields are trading at or higher than they were back in the middle of last year. So there is no stress on their high yields. If they go back to the market and finance their expansion with debt, maybe that dividend comes back. Feels natural gas is going to have a nice rally. Dividend yield of 2.88%.

Price:
$17.600
Subject:
US DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-06-16 TOP PICK Potash-Corp-of-Saskatchewan
POT-T
Paul Harris, CFA

In the agricultural business, you really need potash as you need higher and higher yields. This is a great asset that no one can duplicate globally. Cut their dividend, and may have to cut it again. If they did, he would be a buyer again. Dividend yield of 6.03%.

Price:
$21.450
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-06-16 TOP PICK Weyerhaeuser-Co
WY-N
James Thorne

He is constructive on commodities and likes wood. This company has been working for years to get out of the unprofitable areas of wood. It’s timberland, wood, levered to housing and non-residential construction in the US.

Price:
$28.720
Subject:
US DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-06-15 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Bruce Campbell (1)

A renewable energy generator. Made a fairly large US acquisition. To him, it looks like you have the best growth of the power and utility group in Canada, for the next year or 2. You could make 10% plus the dividend of 4.61%, which makes it well above average in the group.

Price:
$11.730
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 46 to 60 of 22,592 entries
<< < 2 3 4 5 6 > >>