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
2017-06-19 TOP PICK Pembina-Pipeline-Corp
PPL-T
Veeral Khatri

He thinks the transaction with VSN-T is fantastic.  Cash flow per share will go up and it diversifies their hydrocarbon mix.  It replenishes the pipeline of growth projects for PPL-T.  Now they have over $20 billion in growth projects ahead of them.  (Analysts’ target: $50.00).

Price:
$43.630
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-06-19 TOP PICK Schweiter-Technologies
SWTQ-SW
David Fingold

Produces composite materials, primarily phone plastics and aluminum composites. Their end-use markets include windmill blades, transportation, as well as being heavily involved in construction. Their products tend to have superior strength to weight ratio as well as being green materials, recyclable. Dividend yield of 3.1%. (Analysts’ price target is CHF 1,175.)

Price:
$0.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-06-19 TOP PICK Westaim-Corp
WED-X
Veeral Khatri

A bit of an under the radar company.  They have two profitable and growing businesses.  FFH-T just invested in them.  They will have a large amount of cash to make acquisitions with.  He would not be surprised if they split the two companies once they get big enough.  (Analysts’ target: $4.50).

Price:
$3.190
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-06-16 TOP PICK Enbridge
ENB-T
Greg Newman

Reduced their 2017 guidance as a result of the Spectra integration. More recently, it fell on an announcement of some line-3 delays. Doesn’t think this is going to affect 2018. Trading at a cheaper multiple than it has for a while. Has 11% EPS growth over the next couple of years. Also, when they announced the delay, the market saw that and took the stock down, but didn’t applaud the fact that they had announced $2 billion in new projects over the next couple of years. A solid dividend payer with dividend growth and a 50% payout ratio. 4.8% dividend yield.

Price:
$51.440
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2017-06-16 TOP PICK Gorman-Rupp
GRC-N
Norman Levine

The largest global manufacturer of industrial pumps. The stock hasn’t gone anywhere for a while, because 30% of their business is outside of the US, and the strong US$ has hurt profitability. A large part of their business is to the energy business such as moving oil, which has hurt them some. Have increased dividends for 44 years in a row. This is an opportunity to buy a company at its historically low valuation. Dividend yield of 1.7%. (Analysts’ price target is $26.)

Price:
$27.150
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-16 TOP PICK Intact-Financial
IFC-T
Greg Newman

Just acquired OneBeacon, the leading North American specialty provider, which will give them growth opportunities in the US. It is a highly fragmented space, so there are a lot of acquisitions upside. He models 18% EPS, and it is trading below its five-year average. OneBeacon is probably not accretive, but is probably neutral for 2017 earnings, and is really accretive over 24 months. Dividend yield of 2.7%. (Analysts’ price target is $103.)

Price:
$93.820
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2017-06-16 TOP PICK Pfizer-Inc
PFE-N
Norman Levine

Pharmaceutical stocks in general have not being great performers because of worries about drug pricing and patent cliffs. This is a company that has faced patent cliffs in the past and currently. The way the industry normally responds to this is by developing new drugs themselves to replace what they are losing, or making acquisitions of companies that have promising drugs. Dividend yield of 3.9%. (Analysts’ price target is $37.)

Price:
$32.970
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-16 TOP PICK Power-Financial-Corp
PWF-T
Norman Levine

A financial services holding company. It holds a controlling interest in Great West Life (GWO-T), IGM Financial the big mutual fund company, and a number of European assets through Pargesa. It has a history of raising its dividend on a regular basis. This has been under pressure, because its biggest holding, Great West Life, has been under pressure because of a few short-term issues that have cropped up. Dividend yield of 5%. (Analysts’ price target is $36.)

Price:
$33.160
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-16 TOP PICK Russel-Metals
RUS-T
Greg Newman

This is part of infrastructure and energy recovering. Q1 EPS beat by 30%. He is fairly bullish on steel prices. They have a competitive advantage being Canada’s largest distributor. He models earning recovering by 55%. They also have a pretty good balance sheet. Dividend yield of 6.1%. (Analysts’ price target is $31.)

Price:
$25.070
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2017-06-15 TOP PICK BCE-Inc.
BCE-T
Richard Croft

*Covered Call*. This company has very good dividends which they continue to raise. You write a Call, pick up a little extra income on the stock. This is just a pure income play in your portfolio. Rather than buying the bond, he would use something like this. (AnalystsTarget: $62.)

Price:
$59.330
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
Yes
2017-06-15 TOP PICK Walt-Disney
DIS-N
Christine Poole

She has owned it for a number of years.  There has been cord cutting affecting ESPN.  But it is being included in the skinny bundles.  They are doing well in terms of the studio.  The Marvel theme is doing well.  Star Wars is ongoing.  It translates into more merchandize and shows in the theme parks.  Shanghai Disney is doing better than expected.  It should make money this year.  (Analysts’ target: $124.00).

Price:
$105.980
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
Yes
2017-06-15 TOP PICK Enbridge
ENB-T
Christine Poole

20% of natural gas goes thought this company.  They have good visibility to cash flow projects.  They have 1-20% growth through 2024.  It is a good time to build a position and get into the name.  It has an attractive yield.  It got to a 52 week low today and bounced off that.  (Analysts’ target: $62.00). 

Price:
$50.310
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
Yes
2017-06-15 TOP PICK iShares-Barclays-20-and--Yr-Treas-Bond
TLT-Q
Richard Croft

*Bear Call Spread* Thinks interest rates are going higher. If so, bond prices are going lower. This is the most liquid bond ETF in the US, and has very liquid options. He suggests the sale of December $126 Calls and Buying a December $133 Call. If the stock closes below $126 in December, both options will expire and you keep the net credit of about $2 a share.

Price:
$126.100
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
Yes
2017-06-15 TOP PICK Xylem-Inc.
XYL-N
Christine Poole

They do treatment and transportation of water.  Only 1% of water in the world is drinkable.  They are building out water infrastructure in emerging markets and in North America the water infrastructure is very old.  (Analysts’ target: $55.00)

Price:
$53.960
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
Yes
2017-06-15 TOP PICK BMO-US-Put-Write-ETF.
ZPW-T
Richard Croft

This is a strategy where you are writing Put options against US securities. You are going to be penalized on collecting US dividends as it will be taxed as ordinary income. However, if you write a Put on the US stock, the dividend is implied in the Put. It is going to trigger to the US exchange fund as a capital gain. Has about a 7.2% yield.

Price:
$19.035
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
BULLISH
Owned:
Yes
Showing 46 to 60 of 24,048 entries
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