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
2016-04-26 TOP PICK Transat-A.-T.
TRZ-T
Jerome Hass

*SHORT* (Pairs trade with a Long on Air Canada (AC-T). This has razor thin margins, so any little hiccup can throw them into losses. Last quarter there was warm weather, the currency, a threat of pilot strikes, Zika mosquitoes. Had very ugly Q1 numbers. Management indicated Q2 was going to be ugly as well. Everyone is putting capacity on this summer for Europe, which he doesn’t think will bode well for them. To hedged this out, he has a Long on Air Canada.

Price:
$8.190
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-04-25 TOP PICK A-Comment----General-Comments-From-an-Expert
A Commentary
Paul Tepsich

Government of Canada Bond 3.5% maturing 12/1/2045.

Price:
$0.020
Subject:
Canadian Small-Mid Cap & Fixed Income
Bias:
BEAR
Owned:
Yes
2016-04-25 TOP PICK Athabaska-Oil-Sands-Corp
ATH-T
Paul Tepsich

7.5% bond maturing Nov 19/17. Probably one of the only exploration/production companies on the continent that is in a net cash position. It will have about $900 million in cash when they do the Murphy Oil joint venture, and have about $800 million of debt. The bond is worth $550 million. More senior to it is a bank debt of about $250 million. The $250 million debt matures after the bond in 2019, which is not a position that bankers usually like. The loan has a “springing” maturity, which means if any of the bonds are outstanding 6 months before they are due, the bank debt becomes due immediately. The company likes the bank debt which has a very attractive terms. Thinks the company is going to do a combination of paying down all this bond and maybe refinance with the new bond for $150 million.

Price:
$1.180
Subject:
Canadian Small-Mid Cap & Fixed Income
Bias:
BEAR
Owned:
Yes
2016-04-25 TOP PICK Clarke-Inc.
CKI-T
James Rife

They did a good job    Management owns a big chunk and they have a lot of cash.  They had a lot of buybacks over the last year.

Price:
$9.550
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2016-04-25 TOP PICK Canexus-Corp
CUS-T
Paul Tepsich

A chemical company. Waiting for approval of a merger with Superior Plus (SPB-T). This is an all share deal. Once the regulators approve this, shareholders will end up with .135 shares of superior for each share they own. Trading at a 15% discount right now. Thinks there is huge upside synergies once the 2 companies are merged. Dividend yield of 2.84%.

Price:
$1.400
Subject:
Canadian Small-Mid Cap & Fixed Income
Bias:
BEAR
Owned:
Yes
2016-04-25 TOP PICK Gamehost-Inc
GH-T
James Rife

Discretionary name, casinos in Alberta.  The stock is only up about 20 from the lows.  Management owns about 48%.

Price:
$10.550
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2016-04-25 TOP PICK Information-Services
ISV-T
James Rife

Land registry service.  This is a great way to play Saskatchewan in a rebound.  If you are too early you are safe as it is a long term asset. 

Price:
$14.710
Subject:
CANADIAN
Bias:
BULLISH
Owned:
No
2016-04-22 TOP PICK Birchcliff-Energy-Ltd.
BIR-T
Josef Schachter

Super low cost gas producer. $.31 off costs and $.31 processing costs. $.10 for royalties. $.70-$.80 total costs. At $1.50 gas, they make money. They have a massive reserve life, 24 years of proven reserves, 39 years of 2P reserves. They are going to produce about 40,000 BOE’s a day this year. Net CapX will be less than cash flow, $1.28 versus $1.43. Last year they did a cash flow of $1.06 and thinks they will do under $1 this year. This is a Buy on any weakness.

Price:
$4.770
Subject:
OIL & GAS
Bias:
BEARISH on ENERGY
Owned:
No
2016-04-22 TOP PICK Gran-Tierra-Energy-Inc.
GTE-T
Josef Schachter

Colombia producer. 28,000 barrels a day. They should do $.35-$.40 a day in cash flow this year. Balance sheet is very strong with $90 million of cash. They are going to be an acquirer. Just made 2 acquisitions at the end of last year. Fabulous balance sheet.

Price:
$3.750
Subject:
OIL & GAS
Bias:
BEARISH on ENERGY
Owned:
No
2016-04-22 TOP PICK Pengrowth-Energy
PGF-T
Josef Schachter

Management has done a great job. Have very big strong supportive shareholders. Probably going to do $.70 in cash flow this year. The big problem is the debt, and they are working to sell assets. Will probably do about $300 million in asset sales this year to pay down debt. A very good balance sheet with almost $600 million of hedge gains, which they can use to pay down debt.

Price:
$1.870
Subject:
OIL & GAS
Bias:
BEARISH on ENERGY
Owned:
No
2016-04-21 TOP PICK Alaris-Royalty
AD-T
Alex Ruus

This is a great, great company. A royalty owner in non-resource private companies. A really well run company with a conservative balance sheet. Trading at 13X 2007 earnings. Thinks there has been 10 dividend increases over the last 5 years. Dividend yield of 5.3%.

Price:
$30.620
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-21 TOP PICK Corus-Entertainment--B-
CJR.B-T
Kash Pashootan

It has been out of favour with investors.  The fears of pick and play are overblown.  0.6% of subscribers have gone for it.  Now that the SJR.B-T deal is done they have focused their offering.  The dividend is high, but the coverage is also high.

Price:
$11.870
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2016-04-21 TOP PICK First-American-Corp.
FAF-N
Kash Pashootan

Title Insurance is the meat and potatoes of what they do.  If the US housing markets continue to plug along then this one will do well.  It is also a future play on rates.  If they rise, then this one stands to benefit.

Price:
$35.590
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2016-04-21 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Alex Ruus

This is one of the cheap stocks. A $130 billion market cap company that generates $20 billion of free cash flow every year. The stock has come off, mostly because of Hillary Clinton and other politicians going on about expensive drugs. They have a state-of-the-art drug that cures hepatitis C. 14% free cash flow yield. Dividend yield of 1.69%.

Price:
$101.740
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-21 TOP PICK McDonalds
MCD-N
Kash Pashootan

He did well when it was a top pick a year ago.  It is good if you have a balanced portfolio.  They have turned things around with the new menu, delivery and the apps.  The beta is 0.6 so it is half as volatile as the entire market.  You can live with it in the bad times.  This allows you to be in the market, but not lose sleep at night. 

Price:
$125.790
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
Showing 46 to 60 of 22,370 entries
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