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
2017-05-10 TOP PICK Henkel-AG--and--Co
HENKY-5
John Burke

A consumer products and adhesive company. A few years ago, they acquired Dial soap. It is the 4th largest consumer products company globally. One of their customers is General Motors. Dividend yield of 1.4%.

Price:
$0.000
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-10 TOP PICK UnitedHealth-Group-Inc
UNH-N
Paul Macdonald

The largest health insurer in the US. There are strong structural tailwinds within the managed care subsector and some potential tax windfalls. They’ve been using their health scripts to win business and reduce costs. Dividend yield of 1.4%. (Analysts’ price target is $191.)

Price:
$173.390
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2017-05-10 TOP PICK Wal-Mart-Stores-Inc.
WMT-N
John Burke

You could buy Amazon (AMZN-Q) at 142X earnings, and a lot of risk goes with buying stocks with such a high P/E ratio. Walmart is trading at 17X earnings and gives a dividend of just under 3%. (Analysts’ price target is $74.)

Price:
$76.700
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-09 TOP PICK Apogee-Enterprises-Inc.
APOG-Q
Jennifer Radman

For the most part, they create the glass you see on buildings, and do the installation. The new CEO is implementing a strategy to create value including good operating efficiencies, starting to do some M&A, and building scale. They shifted to doing higher office towers, which are very cyclical. Now they are looking to penetrate some of the lower, midsize which are a lot more “steady Eddie” and not as cyclical. As they continue to show good execution, the multiple on the stock should expand. Dividend yield of 1%. (Analysts’ price target is $65.)

Price:
$54.250
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-09 TOP PICK Cognizant-Technology-Solutions-Corp.
CTSH-Q
Jennifer Radman

They are on the business technology outsourcing side, for financial services firms, healthcare firms, mostly figuring out how to use technology to make your business better. There were a few headwinds, and those are starting to lapse. They had an activist investor come in, and the board put together a plan to derive value creation, and that is starting to work. She sees quite a few more legs on this. Yield of 1%. (Analysts’ price target is $70.)

Price:
$64.170
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-09 TOP PICK Hudbay-Minerals-Inc.
HBM-T
Lyle Stein

This has fallen from $12 to $7.67. He sold some recently at about $9.50, and is looking for an entry point right about here. The reason for this is zinc. The company is basically zinc/copper 50-50. He likes the near term potential for zinc. When zinc moves, we could be in a situation that is referred to as “the pinch point” where you get a spike up because inventories are so low. Zinc could go to $2, just like met coal went from $90-$300, when inventories get tight. Dividend yield of 0.26%. (Analysts’ price target is $11.)

Price:
$7.700
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-05-09 TOP PICK Starbucks
SBUX-Q
Lyle Stein

He likes consumer names in areas where the middle class is growing, which is Asia. About 14% of their stores are in Asia. The company is going to see nice, double digit earnings growth, driving high margin expansion. He likes their global exposure. Dividend yield of 1.6%. (Analysts’ price target is $66.)

Price:
$60.980
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-05-09 TOP PICK Steris-Corp
STE-N
Jennifer Radman

With an aging population, whether an implant, knee replacement, heart surgery etc., any time they cut you open, they need to have the equipment in the operating room, but secondly you need that equipment sterilized, and this is what this company does. They did an acquisition of a UK company last year that outsources a lot of those services. There was some kind of integration hiccup and reporting hiccup. We get value creation as they take those out. Dividend yield of 1.5%. (Analysts’ price target is $80.50.)

Price:
$75.920
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-09 TOP PICK Suncor-Energy-Inc
SU-T
Lyle Stein

He is dramatically underrepresented in the “energy producer” sector, and wants to get money back into oils. The best place to start is in a big cap liquid name that pays a dividend. He is not looking for torque yet, because he can’t quite see the beauty of the recovery, but he wants to have exposure, simply because on a value basis these things are cheap and this is levered to oil, and has actually outperformed oil in its existence. Dividend yield of 3%. (Analysts’ price target is $50.)

Price:
$43.110
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Yes
2017-05-08 TOP PICK CAE-Inc
CAE-T
Don Vialoux

Technically the chart is showing a strong upward trend, and broke into new highs. The seasonality is from now until the end of July. However, something else coming up very shortly. Every year, around the end of June, there is the European air show, and these stocks move higher. (Analysts’ price target is $21.50.)

Price:
$21.730
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2017-05-08 TOP PICK CASH
CASH
Don Vialoux

Markets are in a bit of a problem right now. They are going through a period in the summer where things are going to be difficult, so stick with a good cash position.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-05-08 TOP PICK Eastman-Chemical-
EMN-N
Ross Healy

Chemicals are good movers toward the end of an economic cycle.  With weakness in Natural gas, it helps them.  They have a 2.6% dividend and a 50% upside potential.  If he gets 15-20% by next year he will be happy with it. (Analysts’ target: $90.00.

Price:
$79.280
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2017-05-08 TOP PICK First-Trust-Biotechnology-Index-Fund
FBT-N
Don Vialoux

This just broke into new highs a couple of days ago, so technically it looks good. Seasonally, the sector does very well from May right through until the middle of September. This is the time of year when you want to be in this kind of stock. In the short term, there is the ASCO conference coming up June 2-June 6. This is when a lot of the biotech companies come out with their new products from research. The stock got hammered today, because Pres. Trump called in all the big biotech CEOs, but it turned out they hadn’t talked about pricing at all. So, the weakness today is a buying opportunity.

Price:
$104.970
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2017-05-08 TOP PICK Home-Capital-Group
HCG-T
Ross Healy

It is for speculative money.  It is not a stupid speculation however.  It is at about 20% of its book value.  What is wrong with the company is a loss of confidence, not quality of assets.  The news of bad mortgages are from about two years ago.  Those mortgages are now so far out of water due to real estate appreciation.  Hedged fund managers have been hammering on Canadian banks and our real estate market.  (Analysts’ target: $14.00).

Price:
$6.830
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2017-05-08 TOP PICK Metlife
MET-N
Ross Healy

It would definitely benefit from higher interest rates, which we are ahead for this year.  The stock is cheap.  It does not have much of a dividend because they were dissuaded from paying one.  (Analysts’ target: $59.50).

Price:
$53.060
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
Showing 46 to 60 of 23,886 entries
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