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
2016-08-17 TOP PICK Service-Corp-International
SCI-N
Colin Stewart

A pretty boring, steady business. An industry he has followed and been invested in for a long time. This is a much higher quality company than StoneMor (STON-N). They operate both funeral homes and cemeteries. The largest player and a consolidator in a fragmented industry, and have made a number of acquisitions which have been very accretive for them. Thinks they will continue to consolidate. Demographics are favourable. There are fairly high barriers to entry for competition.

Price:
$26.680
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
Yes
2016-08-17 TOP PICK Suncor-Energy-Inc
SU-T
Bruce Tatters

He can’t say exactly when oil prices are going to make their move higher, but they are unsustainably low down here. It doesn’t mean that they can’t stay low for a while longer, but down here production can’t grow globally eventually, and that is going to come home to roost as demand grows. He likes this because most of its operations are in Canada. US refiners are getting bludgeoned right now because of a unique problem to the US called RINS (?). Dividend yield of 3.19%.

Price:
$36.330
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-08-17 TOP PICK XPO-Logistics--Inc
XPO-N
Bruce Tatters

This handles freight, last mile globally. It has been an acquisition story where it has been gaining the scale to do logistics businesses globally for major companies. This is going to benefit from all the e-commerce trends. It also has very, very strong organic growth for the next few years, despite a really weak overall freight market. Well-managed. Has incredibly strong earnings growth for the next couple of years. 

Price:
$36.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-08-16 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Andrew Pink

(Instalment Receipt, not the stock.) The company is a half regulated utility and a half renewable power story. Has a lot of exposure in the US, and management is very solid. They are going through a process to buy EDE, a US regulated utility through the use of an instalment receipt, where you put up a 3rd of the cash on day one, giving you a 5% return on that capital, and is effectively a 15% return. You put up the other two thirds of the capital when the deal closes, which he expects to happen in Q1. This was issued at $33.30, and the par value is $100. Effectively it is a convertible debenture. 

Price:
$12.180
Subject:
INCOME STRATEGY (Divs, Fixed & Preferreds)
Bias:
UNKNOWN
Owned:
Yes
2016-08-16 TOP PICK Cineplex-Inc
CGX-T
Christine Poole

This has pulled back a little because it got ahead of itself. Just reported and the negative impact was on the film slate, which they cannot control. Very good operators and do an excellent job on everything outside of the film slate. They are increasing concession spend and new formats to watch the films. They are developing the Rec Room and the entertainment sports complex which is opening in the fall. They have brought E-gaming into Canada. Their media division is doing quite well. Dividend yield of 3.14%.

Price:
$50.710
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-16 TOP PICK Fortis-Inc.
FTS-T
Christine Poole

This is for those seeking income. It is not an exciting company. A regulated gas and utility company. Based out of Newfoundland, but they have operations across Canada as well as the US. Dividend yield of 3.5%, and thinks it is going to grow at 6% from now through to 2020. Recently announced an acquisition of ITC, a US-based regulated utility, which she feels will be accretive to earnings going forward.

Price:
$42.430
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-16 TOP PICK Mondelez-International
MDLZ-Q
Christine Poole

The #1in candy, biscuits and chocolates, and #2 in gum. This has over 40% coming in from emerging markets, and the emerging market consumer is a secular growth area for the next decade at least. It is also an area that has lower private label competition. They just recently launched chocolate into China. The company is focused on improving their operating margins. Dividend yield of 1.77%.

Price:
$42.700
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-16 TOP PICK Tricon-Capital-Group
TCN-T
Andrew Pink

A theme that he really likes is multifamily US housing. He has done really well on similar companies. These are land and development people but have also got into single family housing in the US. A very interesting company, which he thinks is undervalued. Dividend yield of 2.54%

Price:
$10.240
Subject:
INCOME STRATEGY (Divs, Fixed & Preferreds)
Bias:
UNKNOWN
Owned:
Yes
2016-08-16 TOP PICK WSP-Global-Inc.
WSP-T
Andrew Pink

This is an engineering company with a global footprint. He likes the valuation. This plays into the theme of low interest rates and government spending. Thinks there is going to be a lot of government spending in the next 1-1.5 years, and this company will be bidding on a lot of contracts. Dividend yield of 3.47%.

Price:
$43.220
Subject:
INCOME STRATEGY (Divs, Fixed & Preferreds)
Bias:
UNKNOWN
Owned:
Yes
2016-08-15 TOP PICK Air-Lease
AL-N
Teal Linde

On the valuation side it does not get as much love as it should.  The share price has been going sideways for three years and the earnings have been going up.

Price:
$27.800
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2016-08-15 TOP PICK CVS-Health-Corp
CVS-N
Teal Linde

Growing double digits on the top and bottom lines.  It held up when the markets were down 10% at the beginning of the year. 

Price:
$97.580
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2016-08-15 TOP PICK DHX-Media
DHX.B-T
John Zechner

This develops kids content, and they cross sell it very well in various channels. Content is value, and you can sell content to various channels. Trading at a big discount to the rest of the group at 10X operating cash flow. It’s cheap, and at a point, it gets taken out. Well capitalized. Dividend yield of 0.85%.

Price:
$7.530
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-08-15 TOP PICK Alphabet-Inc--C-
GOOG-Q
John Zechner

This is a simple story. Online advertising, a high growth area. Between this company and Facebook (FB-Q) they own it totally. The greatest search engine in the world. They have the Android operating system, which is on 70% of the smart phones out there, and they give it away for free. If they ever monetized it! They make great acquisitions.

Price:
$782.440
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-08-15 TOP PICK Linamar-Corp
LNR-T
Teal Linde

6-7 times earnings is ridiculous.  Revenues grew 25% last year.  People are worried auto sales have reached a peak.  Last time sales were here it was 2000 after a booming company.  He thinks the share price drop is very overdone.

Price:
$56.110
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2016-08-15 TOP PICK Martinrea
MRE-T
John Zechner

What he likes is that the auto sector is pricing in the next recession. People are assuming the auto industry is going into a big downturn. This is trading at a ridiculously low valuation at 3X operating cash flow and 7X forward earnings. They are hitting their numbers and the earnings are growing. This is the best aluminum play out there in terms of the lighter vehicle move. Good European exposure. Recently added a lot of new programs and plant facilities and are now seeing the benefits of that. Dividend yield of 1.35%.

Price:
$8.910
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
Showing 46 to 60 of 22,829 entries
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