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
2017-02-08 TOP PICK Freehold-Royalties
FRU-T
Robert Lauzon

A Canadian oil/gas royalty company. Do the drilling on about 10% of their business, and on the other 90% other people do the drilling and spend the CapX, and they just get a royalty off the top line. Now that oil is over $50, there could be a dividend bump, because they tend to pay out about 70% of cash flow in dividends, and are currently at about 45%. Dividend yield of 3.83%. (Analysts’ price target is $16.36.)

Price:
$12.560
Subject:
GLOBAL DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-02-08 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
Cameron Hurst

They are reining in expenses, which people are a little bit upset about. Tax repatriation could be a benefit to them. 15% of their cash ($82-$83 billion) is trapped overseas. (Analysts’ price target is $991.78.)

Price:
$804.570
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-02-08 TOP PICK Honeywell-International
HON-N
Cameron Hurst

An infrastructure play. This is about 1/3 the size of General Electric (GE-N), but is also a diversified industrial. They have taken a more technological progress of approach to being an industrial. Well positioned in the rising theme of software connectivity (connected aircrafts, autos, homes, etc.) Dividend yield of 2.22%. (Analysts’ price target is $131.66.)

Price:
$119.730
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-02-07 TOP PICK AgJunction-Inc
AJX-T
Benj Gallander

A GPS system for agriculture. A speculative play. Did a merger over a year ago, and unfortunately the revenues are now less than when they merged. In the recent quarter, they lost $14 million, but about 11 million of that was a good will write off. No debt and $15 million in the bank. Doesn’t expect a turnaround soon, because the agriculture market isn’t that good.

Price:
$0.540
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-02-07 TOP PICK Cargojet-Inc
CJT-T
Gerard Ferguson

This moves 90% of overnight cargo business in Canada. They have Canada Post, Air Canada and are beginning to grow outside of Canada as well, with routes to Europe and Latin America. Well run with a very strong free cash flow yield. Not a cheap stock. Dividend yield of 1.52%. (Analysts’ price target is $55.60.)

Price:
$45.770
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2017-02-07 TOP PICK Franco-Nevada-Corp.
FNV-T
Gerard Ferguson

A very safe way to play gold. It is a royalty company, not a miner, so there are no mining risks. It is in geographically safe jurisdictions, so you don’t have the same risks of a project being taken back and privatized by a government. Diversified broadly across tons of different royalties, not just in precious metals, but also in the oil/gas space. Dividend yield of 1.31%. (Analysts’ price target is $96.01.)

Price:
$89.280
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2017-02-07 TOP PICK First-US-Bancshares-Inc
FUSB-Q
Benj Gallander

A small bank in Alabama. This used to trade over $35 and have an annual dividend of over $1. During the recession, they did not dilute, so they still have just over 6 million shares outstanding. Thinks they will raise the dividend, and the stock should move higher. One of the most boring banks he has ever looked at. It should be helped by higher interest rates. Dividend yield of 0.71%. He has this targeted at a $22+ Sell target, but thinks it could go further than that.

Price:
$11.200
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-02-07 TOP PICK Greenspace-Brands-Inc
JTR-X
Gerard Ferguson

A developer brand in organic food space. Recently broke into Loblaw’s (L-T) and some other food chains. An acquisition driven story. They have quite strong organic growth of 20%+ a year, but will continue to acquire brands, develop them, and expand them from within. It is everything from baby food to pet food to drinks. Expects they will come out with a lot of new names that will appeal to the millennial generation. (Analysts’ price target is $2.10.)

Price:
$1.240
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2017-02-07 TOP PICK Penn-West-Petroleum
PWT-T
Benj Gallander

This has been a turnaround/repair story. He didn’t sell when it hit bottom, and since then it has tripled. They had about $2.5 billion in debt, which is now under $500 million. Their capital budget is $180 million, and they estimate the production growth will be about 15% before the end of the year. Of course, a lot of this comes down to oil/gas prices. (Analysts’ price target is $2.76.)

Price:
$2.150
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-02-06 TOP PICK American-International-Group
AIG-N
Brian Acker, CA

Interest rates are going to up and financial repression is over.  His model price is $76.66, indicating an 18% upside.  (Analysts’ target: $72.29). 

Price:
$64.900
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on FINANCIALS
Owned:
Yes
2017-02-06 TOP PICK BCE-Inc.
BCE-T
Keith Richards

This is one he holds in his income platform, but it also suits his growth platform. The chart shows a long upward 3-year trend line, and it has come down to the lower part of the trend line again. He likes the stock from a long-term trend perspective. It also gives a good dividend. (Analysts’ price target is $60.80.)

Price:
$57.410
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2017-02-06 TOP PICK CitiGroup
C-N
Brian Acker, CA

He loves US banks.  These banks are way overcapitalized.  They were levered 19 times previously and are only just under 8 times here.  They have a massive amount of capital to use in loans or return to shareholders.  Dividends are peanuts.  His model price is $66.23, a 15% upside. (Analysts’ target: $64.43).

Price:
$57.640
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on FINANCIALS
Owned:
Yes
2017-02-06 TOP PICK CASH
CASH
Keith Richards

He is 18% cash in his portfolio right now. Probably in 2-3 weeks, he’ll be back to being fully invested. You should have a little bit of cash going into the next few weeks as the odds are that the market might be soft and there might be some opportunities.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2017-02-06 TOP PICK General-Electric
GE-N
Keith Richards

This started a trading range at the beginning of the year and he picked this up at about $28. It is now approaching the lower part of its range where he would Buy it again. It might stay range bound for a while. (Analysts’ price target is $33.75.)

Price:
$29.660
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2017-02-06 TOP PICK Exxon-Mobil
XOM-N
Brian Acker, CA

This is an asset play.  You are buying it at EBV+3.  In 1994/5 you had the same valuation.  $84.05 is his model price and it is bang on.  This is the best oil stock.  (Analysts’ Target: $89.13).

Price:
$83.310
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on FINANCIALS
Owned:
Yes
Showing 46 to 60 of 23,537 entries
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