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
2017-03-14 TOP PICK Apple
AAPL-Q
Kash Pashootan

Although the stock has gone up considerably over 3-4 years, it is still not expensive, because the earnings growth has been there. Where can you buy a company that is trading at 15-16 times with the amount of cash on hand and this kind of a balance sheet. Dividend yield of 1.6%.  (Analysts’ price target is $145.)

Price:
$138.990
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 TOP PICK DSW-Inc
DSW-N
Kash Pashootan

Shoe retailer. This is a challenging business. There is lots of competition and more and more online presence. This is a value play. On a valuation basis, this stock is cheap. They have been getting rid of the large store fronts that were 20,000-24,000 ft.² and are basically cutting them in half. Dividend yield of 4%, and they have an exceptional history of raising the dividend. (Analysts’ price target is $23.)

Price:
$20.010
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 TOP PICK Exchange-Income
EIF-T
Daniel Lloyd

*Short* This is sort of a mini conglomerate. They have a bunch of small regional airlines in Canada, as well as an aviation leasing business in the US, along with some small manufacturing businesses in Canada. This is what he would call “an access to Canada short” in that the underlying businesses do not generate enough cash to sustain the company as a whole. Subsequently they need to continue coming back to the market doing equity issue after equity issue. All the industries that they operate in are high capital intensive businesses. Just in CapX alone they have outspent their cash flow way, way back. Yet they pay a dividend yield of 5.34% and have a debt they have to service. If there was any market downturn and equity markets were actually shut off to this sort of constant equity issuance, the dividend would be in very, very serious trouble. (Analysts’ price target is $47.)

Price:
$38.640
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 TOP PICK New-Flyer-Industries-Inc.
NFI-T
Kash Pashootan

The largest North American manufacturer of buses. They generate about 90% of their revenue in the US. Operations are in Winnipeg and Minnesota. There was some concern about what the Trump administration would mean for them, but they are part of the “Buy America” provision and are complying with those rules. There is considerable backlog of buses they need to make. There is going to be infrastructure spending. About 70% is city buses and about 30% is Motor Coach. Dividend yield of 2.2%.  (Analysts’ price target is $53.50.)

Price:
$43.460
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 TOP PICK Parex-Resources-Inc.
PXT-T
Daniel Lloyd

This is probably his favourite oil company at the moment. It is a mid-cap, Colombian focused producer, and should average 34,000-35,000 barrels a day this year. There is net cash on the balance sheet and no debt. They generate free cash flow at these oil prices. Great management and great assets. This would be a forever hold, or wait for a takeover hold. (Analysts’ price target is $23.)

Price:
$15.240
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 TOP PICK Thomson-Reuters-Corp
TRI-T
Daniel Lloyd

*Short* In today’s world this is in the financial data space. They sell terminals that sit on brokers desks. He would consider this as a 2nd tier product in a space that is under heavy attack. FinTech is something that is proliferating all through the West Coast. The result is that competition is really getting quite intense with new products, better than what this company does. Dividend yield of 3.1%. (Analysts’ price target is $45.)

Price:
$58.100
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-13 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Matt Kacur

What makes this a little exciting is the renewable energy, and they’ve grown their capital quite a bit. In 2010 they only had $1.2 billion invested capital, and now have $6.1 billion. Quite a bit of growth in a short period of time. They’ve done some acquisitions, and at the same time their revenue and cash flow has grown. Valuation still looks cheap. Dividend yield of 4.9%. (Analysts’ price target is $14.25.)

Price:
$12.390
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-03-13 TOP PICK Danaher-Corp.
DHR-N
David Driscoll

This is in 4 basic businesses, which are all trends moving forward. They got rid of their industrial business about a year ago with a spinoff, and what is left is what he wants to own. Life sciences, diagnostics, dental and environment. Instead of owning oil and gas stocks, his resource of choice is water. This company does wastewater management. Long-term returns have been almost double what the S&P 500 has been over the last 5, 10, 20 years. These guys are like private equities. They come in and buy a company, but unlike the 3 Gs of the world, where they rip everything apart, they work with the owners and build the businesses as turnarounds. This is where the value added comes from. Dividend growth, free cash flow growth and revenue growth. In 3 of the 4 businesses, the margins are mid-teens and with the water business, it is up in the 20s, creating huge returns on capital. Yield of 0.6%. (Analysts’ price target is $89.82.)

Price:
$87.500
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2017-03-13 TOP PICK Dassault-Systemes
DSY-FP
David Driscoll

A 3-D CAD/CAM company, that makes software for companies, but take an idea, run the iterations of the 3-D experience, and come up with the best business model, find out if it is implementable, and at what cost. Artificial intelligence is coming. Internet of things. This company is right in the middle of everything. They are in huge demand. Free cash flow is growing in the mid-teens. The dividend has been rising by 10%. Dividend yield of 0.6%. (Analysts’ price target is 78.22 €.)

Price:
$0.000
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2017-03-13 TOP PICK General-Dynamics-Corp.
GD-N
Matt Kacur

Has liked this for many years. Its been a very good consistent performer. In technology of aerospace and communication systems which will go into tanks and airplanes, which is where military spending is going. Trump gave it an even bigger boost. Dividend yield of 1.8%. (Analysts’ price target is $205.50.)

Price:
$191.560
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-03-13 TOP PICK Paychex
PAYX-Q
David Driscoll

A payroll provider. ADP (ADP-Q) is the big one that deals with governments and large institutions, while this one deals with small businesses. If you are going to get any growth in the US through fiscal policy, the growth will come from small businesses of 15 to 50 employees. This does payroll and HR. What he really likes is that before they remit payments to the IRS every 2 weeks on payroll, they get to bank the money. For every .025% interest rate rise, they make $.01 a share to the bottom line, so if the Fed has 6 increases over the next 2 years, they are going to make $18 million. Dividend yield of 2.9%. (Analysts’ price target is $59.50.)

Price:
$62.560
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2017-03-13 TOP PICK Restaurent-Brands-International
QSR-T
Matt Kacur

Acquiring Popeye’s Chicken makes good financial sense, as both companies were undervalued. Popeye’s had a 37% Return on Capital. Dividend yield of 1.3%. (Analysts’ price target is $64.)

Price:
$73.620
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-03-10 TOP PICK CCL-Industries--B-
CCL.B-T
Bruce Campbell (2)

Great company. They continue to grow by acquisition as well as organically. 1998 was the last time they issued stock. They are going to do a 5 for 1 split, which is being voted on in May. The splits have nothing to do with math, but everything to do with psychology. Dividend yield of 0.79%. (Analysts’ price target is $325.00.)

Price:
$294.050
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2017-03-10 TOP PICK Organigram-Holdings
OGI-X
Bruce Campbell (2)

He likes the prospects and just added to his holdings recently. This will be a core holding in his marijuana fund portfolio. It is the only one in the Maritimes. (Analysts’ price target is $4.10.)

Price:
$2.380
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2017-03-10 TOP PICK Patient-Home-Monitoring
PHM-X
Bruce Campbell (2)

One of the most hated stocks in Canada. They were on a huge acquisition spree a couple of years ago, but have bought a company called Fleet Management, which did an excellent job of growing their business. The 2 men in charge took over a big mess. They right sized the company and sold off some stuff and closed down some stuff and brought their bad debt expense down. They’re growing the company at a phenomenal rate, 25%-30% per year. Just posted the 1st quarter where they generated cash, so they are cash flow positive. The valuation is super cheap, trading at less than 5X. The stock price could triple from here and still be cheaper than something like a Savaria (SIS-T) or a CRH Medical (CRH-T). Too cheap to ignore.

Price:
$0.280
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
Showing 46 to 60 of 23,673 entries
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