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
2017-08-10 TOP PICK Keysight-Technologies-Inc.
KEYS-N
Jennifer Radman

They do software and hardware tests on electronic components, to make sure they actually work. You can’t design anything without what they do. 50% of their revenue is in some kind of recurring nature. There are some big secular trends that are positive such as 5G deployment and Smart Cars which need electronics. (Analysts’ price target is $48.)

Price:
$41.250
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-08-10 TOP PICK Sunopta-Inc.
SOY-T
Jennifer Radman

This has great assets globally. The biggest sourcing platform for organic foods. It is really hard to get an organic designation. It takes 3 years for a farm to convert. They spent a lot of time putting together assets and it hasn’t been managed well. The company did a strategic review, brought in an investor and a new CEO, who essentially cleared out the dark spot in his own team. A very hungry and very competent guy. We are at the very early stages of this turnaround plan.

Price:
$11.020
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-08-10 TOP PICK TFI-International-Inc
TFII-T
Jennifer Radman

The CEO is an accountant, and likes cash flow, and is a capital allocator. The US truckload market has been under pressure for the last couple of years, and he went into that market, made a big acquisition and found some stuff that wasn’t so good. The company was under-investing in equipment which increases costs. Also, had some bad contracts which increased costs. Sees some good signs that the US truckload market is stabilizing. The CEO has been buying back a lot of stock, and that is going to be good over the next few years. Dividend yield of 2.5%. (Analysts’ price target is $34.)

Price:
$29.220
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-08-09 TOP PICK Bank-of-America
BAC-N
Paul Harris, CFA

A much better bank than it was in 2008. It has lots of capital. They could increase their dividend and buy back shares. A better company and they don’t have the liabilities of being sued, etc. Trading at 1X Book. Dividend yield of 1.93%. (Analysts’ price target is $27.)

Price:
$24.740
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-09 TOP PICK ETrade-Financial-Corp.
ETFC-Q
Cameron Hurst

This just put in a share buyback, close to 10% of the market cap, and needs to be completed before February 2018. There is tax reform and this is a 38% high tax bracket payer, and for the go forward earnings, this is a good thing.

Price:
$41.150
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2017-08-09 TOP PICK iShares-MSCI-India-ETF-
INDA-US
Cameron Hurst

India is a 6%-7% GDP grower with a long runway. On infrastructure, they have major plans in place. It recently had a hiccup when they brought in the demonetization in 2016. Basically, everybody now has to have a metric identification card. It pulled all the money out of the banking and cash market, and into the banking system. Since 2014, they’ve had $10 billion in bank deposits, which has legitimized a significant portion of the economy, and kind of got it on track. Now they are putting GST in place. Everything is chugging along to upscale this economy.

Price:
$0.000
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2017-08-09 TOP PICK Loblaw-Companies-Ltd
L-T
Paul Harris, CFA

The largest grocery chain in Canada and also owns Shoppers Drug Stores, which is working out incredibly well for them. They’ve put a lot of capital expenditure into the IT business, meaning you can order a lot of stuff online. There has been a lot of deflation on the grocery side, and the IT business will help offset that. Dividend yield of 1.5%. (Analysts’ price target is $80.)

Price:
$68.020
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-09 TOP PICK Roxgold-Inc
ROXG-T
Paul Harris, CFA

A gold company in Burkina Faso in West Africa. Has $60 million in cash and an 8-year mine life. Feels they have a really great asset, and with some further exploration, it will be bigger. The stock has the opportunity to go from about $400 million in market cap to about $600 million. Because of the asset, there is an opportunity that it could get taken out in the next little while. (Analysts’ price target is $2.25.)

Price:
$1.100
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-08-09 TOP PICK Raytheon
RTN-N
Cameron Hurst

Defence. Over the last couple of months he has taken his broader-based industrial exposure and honed it down into aerospace and defence. This is a name he would highlight as a top pick in that. He likes this primarily because it is missiles, self defence and cyber, not exposed to any one particular government contract. (Analysts’ price target is $187.)

Price:
$179.300
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2017-08-08 TOP PICK Cineplex-Inc
CGX-T
Lyle Stein

There has been a very interesting change in their business model. We saw the negative consequences last week when they put their earnings out. They continue to grow revenue per client, which is a wonderful metric that works over time. There is an interesting morphing of their business model which he likes. This is a monopoly. A good time to pick this up. Dividend yield of 3.8%. (Analysts’ price target is $50.)

Price:
$43.100
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-08 TOP PICK Open-Text
OTEX-T
Lyle Stein

The stock has fallen. They made some acquisitions, and feels the market is concerned that the steady progression of cash might not quite be as steady as they go through the digestion of these acquisitions. He likes that they can grow and that it trades at a multiple of earnings, not a multiple of cash flow, revenues, etc. Likes the stability and the growth by acquisition. Dividend yield of 1.5%. (Analysts’ price target is $40.)

Price:
$41.550
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-08 TOP PICK J.-M.-Smuckers-Co.
SJM-N
Lyle Stein

This is another of those boring US consumer product names. We now have an $.80 dollar that is good for purchasing US stocks. Good discipline with their balance sheet. A quality company. Dividend yield of 2.5%. (Analysts’ price target is $131.)

Price:
$121.790
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-08-08 TOP PICK Vanguard-FTSE-Cda-All-Cap-ETF
VCN-T
John Hood

Top Picks tonight are Canadian, because there is so much redundancy in the business. Everybody is 30%-40% financials, 15%-20% energy, 15%-20% materials. Tonight, he has picked some alternatives.He normally doesn’t like All Cap, but if somebody wants to buy a really low-cost ETF that includes everything, as a core holding, this is one to buy.

Price:
$30.850
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
No
2017-08-08 TOP PICK iShares-S-and-P-TSX-Information-Technology-Capped
XIT-T
John Hood

Top Picks tonight are Canadian, because there is so much redundancy in the business. Everybody is 30%-40% financials, 15%-20% energy, 15%-20% materials. Tonight, he has picked some alternatives. The only problem with this is that 50% of it is concentrated in 3 stocks. There is added risk to this because of that concentration.

Price:
$14.910
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
No
2017-08-08 TOP PICK iUnits-S-and-P-TSX-Completion-Index-Fund
XMD-T
John Hood

Top Picks tonight are Canadian, because there is so much redundancy in the business. Everybody is 30%-40% financials, 15%-20% energy, 15%-20% materials. Tonight, he has picked some alternatives.The asset allocation is pretty much the same as the large cap ones with all the banks, but they are the smaller companies. At least you are getting small and mid-caps separate from all these mega caps.

Price:
$24.410
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
No
Showing 46 to 60 of 24,266 entries
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