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
2016-11-23 TOP PICK Inficon
IFCN-SW
David Fingold

The company is doing well, and thinks it is going to do better. They have new products for frac fluid analysis in oil and gas, which are not generating any sales right now, but certainly can generate sales. It is a product they didn’t have 3 or 4 years ago, so they are very innovative. Another new product that is in the process of launching is a device that allows dairies to find out if there is inert gas left in a bag of shredded cheese. (Analysts’ price target is 366.40 CHF.)

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BULLISH
Owned:
Yes
2016-11-23 TOP PICK Loblaw-Companies-Ltd
L-T
Andy Nasr

The largest food and drug retailer in Canada. The stock has come off a lot. Rebounded very recently. The concerns regarding food price deflation are a little overdone, in that they are somewhat self-inflicted. This company lowered prices to try to be a little bit more competitive, and are going to start to demand concessions from some of their suppliers which should stabilize things. They generate a substantial amount of free cash flow. Dividend yield of 1.5%. (Analysts’ price target is $79.31.)

Price:
$69.270
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-11-23 TOP PICK Newell-Rubbermaid-Inc.
NWL-N
Andy Nasr

Merged with Jarden which also made a lot of household consumer oriented goods. That merger is important, because it gives them an opportunity to look at the Jarden business, which historically had been very acquisitive. They will be able to streamline it, rationalize the product skew, and derive significant synergies of over $500 million, which should result in significant earnings growth, and hopefully dividend growth down the road. A great way to play improved household formation in the US with increasing wages and rising consumer spending. Dividend yield of 1.57%. (Analysts’ price target is $60.)

Price:
$48.170
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-11-22 TOP PICK Borg-Warner
BWA-N
Matt Kacur

An auto part manufacturer with a global footprint, which gives it diversity with currency. They are strong in combustion engines, but also strong in electric vehicles. The stock has been down over the last year by about 15%, but his results have shown that it has actually gotten better. (Analysts’ price target is $37.43.)

Price:
$35.810
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2016-11-22 TOP PICK Ingersoll-Rand-Co
IR-N
David Burrows

An industrial company. They’ve grown their earnings 15% a year over the last 5 years, in a world where companies have not been spending on capital spending. They have a compressor business which is industrial. They have HVAC. If there was a pickup in spending in infrastructure in the US, this company will win. If there is a pickup in non-residential construction they will win. They are already performing and making new highs. Dividend yield of 2.12%. (Analysts’ price target is $77.72.)

Price:
$75.620
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-11-22 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
David Burrows

One of the biggest banks in the world. 75% of their revenue comes from the US, very domestic focused. They are the largest bank asset manager. Have a very significant capital markets business. 2nd only to Wells Fargo (WFC-N) in consumer lending. They’ve been gaining market share in every one of their businesses. Very good revenue growth, the only bank with a 10% return on equity, and this is in the face of significant regulations. Technically it made the 1st new all-time high this week since 1999, a very significant technical break out, and it will probably rally for years. Dividend yield of 2.45%. (Analysts’ price target is $77.38.)

Price:
$78.530
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-11-22 TOP PICK MTY-Food-Group
MTY-T
Matt Kacur

A food franchisor. An unbelievable company. ROC is very high. Dividend yield of 0.94%. (Analysts’ price target is $47.67.)

Price:
$49.470
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2016-11-22 TOP PICK Suncor-Energy-Inc
SU-T
Matt Kacur

A classic way to play a stronger oil market. Fully integrated, exploration all the way up to the pump. Very consistent company. However, at the moment it has the lowest ROC it has ever produced at -1%. If it can return to a 10% ROC, he thinks it is worth in the mid-$50s. Dividend yield of 2.7%. (Analysts’ price target is $46.09.)

Price:
$42.630
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2016-11-22 TOP PICK Texas-Instruments
TXN-Q
David Burrows

After basing all summer long, this has broken out technically. They make integrated circuits that go into almost everything. The “internet of things” is where we are going to connect machines and appliances to each other through the Internet for control, measurement, etc. The company designs specific chips that get designed into a product, and then they are there for as long as the product is made. This gives them good, long lasting margins. It has about 15% of its revenue from the auto industry. Dividend yield of 2.69%. (Analysts’ price target is $74.27.)

Price:
$74.400
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-11-21 TOP PICK Bank-of-America
BAC-N
Bruce Tatters

The election is creating tailwinds for the banks.  A steeper yield curve is extremely good for banks.  Yields moving off zero are extremely good for banks.  If you think of banks as toll businesses in a growing economy, collecting fees, it is fantastic for US banks.  US Banks all pay high taxes and those tax bills make cut in half.  IT will have much less risk than elsewhere ein the market.  (Analysts’ target:  $19.70)

Price:
$20.330
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-11-21 TOP PICK JetBlue-Airways-Corp.
JBLU-Q
Bruce Tatters

The will get tax relief from the election.  For decades airlines were hated businesses because they were so competitive.  Now the top 4 airlines represent 91% of the industry in the US.  They are almost an oligopoly.  They now have pricing power.   (Analysts’ target: $22.42)

Price:
$20.670
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-11-21 TOP PICK Nevsun-Resources
NSU-T
Craig Porter

This has a company in Africa that they have operated for the last 5 years, and has been spinning off a lot of cash, and they still have about $200 million cash on the balance sheet. They went out and bought another asset, Reservoir Minerals which had a high-grade copper and gold deposit in Serbia. They are going to take the cash flow from their existing mine to help develop this new mine of zinc, and it will be a great little company. He can see this going to $5 over the next year or so. Dividend yield of 5.15%. (Analysts’ price target of $5.69.)

Price:
$4.110
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2016-11-21 TOP PICK Tourmaline-Oil-Corp
TOU-T
Craig Porter

He is positively disposed to natural gas. Because of the quality of the team, he still thinks you can see 25% upside in the next year. They are at 230,000 barrels a day now, and over the next 2 years they are getting up to 320,000 barrels. (Analysts’ price target of $43.59.)

Price:
$37.590
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2016-11-21 TOP PICK Seven-Generations-Energy-Ltd
VII-T
Craig Porter

This is in the Montney and they are drilling liquids rich gas. They know how to keep the costs down. Almost 200,000 barrels a day. This is a management team that has built companies before and are doing it again. One of the lowest cost plays in the Montney. Although they are producing natural gas, there are a lot of liquids that come along with it. (Analysts’ price target of $38.16.)

Price:
$31.300
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2016-11-21 TOP PICK Valero-Energy-Corp
VLO-N
Bruce Tatters

Every US refiner had to buy Renewable Energy Identification Number credits for its business and it destroyed their profitability.  The new administration could be of a huge benefit to this industry.  There have been 2 M&A deals in the refining industry in the last two weeks.  (Analysts’ target: $66.88)

Price:
$64.540
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
Showing 46 to 60 of 23,224 entries
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