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
2017-10-06 TOP PICK Norbord-Inc
OSB-T
Robert McWhirter

The largest OSB maker in the world, with 17 plants in Canada and the US. He is looking for a break out in the homebuilders’ ETF. Analysts have cranked up estimates by 33% in the last 90 days. Has a 38% ROE on a trailing basis. Dividend yield of 4%. (Analysts’ price target is $51.21.)

Price:
$49.850
Subject:
CANADIAN & TECHNOLOGY
Bias:
OPTIMISTIC
Owned:
Yes
2017-10-06 TOP PICK Open-Text
OTEX-T
John Zechner

After the last quarter, this came under a little pressure. The stock has a great, long term growth story. A lot of software companies have got a hard time migrating from the old “sell a license” to Cloud-based businesses where they have recurring revenue. This company has done it. Dividend yield of 1.6%. (Analysts’ price target is $40.)

Price:
$41.700
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-06 TOP PICK Trinidad-Drilling-Ltd
TDG-T
John Zechner

They’ve done a good job in the past couple of years of migrating more to the US to the Permian Basin, giving them higher productivity and higher rates. They’ve done a few acquisitions giving them a broader product and services offering. Has a joint venture with Halliburton for international rigs. The biggest reason is that drilling stocks are trading at about 30%-35% of replacement value of the assets. They’ve always been a Buy at that level and a Sell at 70%-80%. (Analysts’ price target is $2.90.)

Price:
$1.770
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-05 TOP PICK Fortis-Inc.
FTS-T
Ross Healy

Selling very, very close to its low P/B value for the past 10 years. The stock is cheap. A nice defensive company, but has some offensive qualities in a rising market. Dividend yield of 3.5%. (Analysts’ price target is $50.)

Price:
$45.220
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-05 TOP PICK Home-Capital-Group
HCG-T
Ross Healy

He had been anxious to see how diluted the BV was going to be. Actually, not much happened. The balance sheet remains pretty much intact. Now that all the rubbish is behind them, the company can do what they were doing. Analysts are starting to get a little friskier with their earnings forecasts. In the next 6-12 months, he thinks we are going to see more and more upside momentum. On top of that, they may very well reinstate part of the dividend. The stock is trading at a huge discount to Book. (Analysts’ price target is $17.)

Price:
$13.820
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-05 TOP PICK Manulife-Financial
MFC-T
Ross Healy

Given his market outlook, there are certain stocks that are safe to hold, and if they do get set back, they will bounce back quickly when the market comes back. Dividend yield of 3.2%. (Analysts’ price target is $28.)

Price:
$25.430
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-05 TOP PICK Siyata-Mobile-Inc
SIM-X
Fabrice Taylor

This is for speculative money. They make a “push to talk” in-car wireless cellular device. They are the only company globally that is making this. Their revenues are growing very quickly. What is interesting is that AT&T and Verizon want into this business, and this company is trying very hard to become a preferred vendor. If they make it, this stock is going to go a lot higher. This is risky. He likes the CEO, and thinks he can pull it off.

Price:
$0.640
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Yes
2017-10-05 TOP PICK Teck-Resources-Ltd.--B-
TECK.B-T
Fabrice Taylor

Zinc is unloved and nobody talks about mining, it’s all Google and Facebook. At some point these things will sell off and the money is going to go into unloved and forgotten spaces. This is trading at 7X earnings and 90% of BV. They are buying back stock. Generating a lot of free cash flow.

Price:
$28.910
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Yes
2017-10-05 TOP PICK Torc-Oil--and--Gas-Ltd
TOG-T
Fabrice Taylor

He likes oil. At some point money is going to leave technology and come into unloved sectors. This one is relatively safe. The management and board are focusing on free cash flow and increasing the dividend, which is decent now but could get bigger. Dividend yield of 3.9%. (Analysts’ price target is $8.50.)

Price:
$6.220
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Yes
2017-10-04 TOP PICK A.O.-Smith
AOS-N
David Driscoll

This was bought on the idea of water efficiency moving forward, given global warning. Recommends half positions for the Top Picks, which is what he does for new clients. He likes the growth that is coming down the pipe for them. They have split their shares a couple of times since he has owned it. Dividend yield of 0.9%. (Analysts’ price target is $60.)

Price:
$60.860
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2017-10-04 TOP PICK Cargojet-Inc
CJT-T
Jerome Hass

Has more than 90% market share in Canada in the overnight carrier business. A great play on e-commerce in Canada. E-commerce volumes are going up 50% year-over-year. Dividend yield of 1.6%. (Analysts’ price target is $56.)

Price:
$50.420
Subject:
CANADIAN MIDCAP
Bias:
UNKNOWN
Owned:
Yes
2017-10-04 TOP PICK CRH-Medical-Corp.
CRH-T
Jerome Hass

Has been looking at this for over 2 years, and met management repeatedly. Was aware of the Short attack circulating this summer, which had some pretty interesting important points to make. When a share price goes from $12 to around $3, his view is that it was fully priced in and there was a big overreaction by the street. They are exclusively based in the US, and have a medical product that is used by gastroenterologists in the clinics, kind of a Trojan horse for them because they have the clinics that are using the medical product, so have a relationship with them. With a number of the clinics, they have effectively bought 50% of the clinic, which allows them to provide the anaesthesia services on behalf of the doctors who work there. A pristine balance sheet. (Analysts’ price target is $5.)

Price:
$3.260
Subject:
CANADIAN MIDCAP
Bias:
UNKNOWN
Owned:
Yes
2017-10-04 TOP PICK Novo-Nordisk
NVO-N
David Driscoll

Has 4 new products coming out that are all potentially blockbusters, especially the semaglutide, because it means glucose control, weight loss for the diabetics. Recommends half positions for the Top Picks, which is what he does for new clients. Dividend yield of 1.9%. (Analysts’ price target is $50.20.)

Price:
$49.280
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2017-10-04 TOP PICK Toromont-Industries
TIH-T
David Driscoll

This started as a refrigeration company, and now provide all the compression equipment in hockey rinks in North America. The Caterpillar dealership came along in Manitoba and Ontario with a little bit in Québec, and they just made a small acquisition in Atlantic Canada. This is what they really needed to get organic growth going, because if they can cut their costs, then they have higher margins moving forward. Recommends half positions for the Top Picks, which is what he does for new clients. Dividend yield of 1.3%. (Analysts’ price target is $58.25.)

Price:
$57.850
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2017-10-04 TOP PICK Spin-Master-Corp
TOY-T
Jerome Hass

Christmas is coming, and this is a season where you want to own toy companies.

Price:
$48.930
Subject:
CANADIAN MIDCAP
Bias:
UNKNOWN
Owned:
Yes
Showing 46 to 60 of 24,502 entries
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