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
2016-09-14 TOP PICK Intertape-Polymer-Group
ITP-T
Jim Huang

Manufactures tape, some for packing, some for student, some for industrial applications. What they have been doing in the last few years is trying to lower costs by building new plants and closing down old ones. The lower natural gas prices didn’t hurt them either. They have an under levered balance sheet which they are using to their advantage by either increasing payout or acquiring things. Recently acquired a small company in India. Dividend yield of 3.24%.

Price:
$22.800
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-09-14 TOP PICK Nike-Inc
NKE-N
Rick Stuchberry

An international, global brand. As emerging markets get money, they like to buy brand names, rather than generic names. This had a wonderful move in the last couple of years. It consolidates for a bit and then he thinks it will get another leg up. Dividend yield of 1.16%.

Price:
$55.130
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2016-09-14 TOP PICK Transcontinental-Inc.--A-
TCL.A-T
Jim Huang

Somewhat volatile. If they have a bad quarter, the stock could check back 10%-15%, so you have to have a bit of a stomach for that. The dividend yield of 4% helps to make up for that. They have a lot of companies in the old business of printing, which is slowly decaying, but that is why it is trading at such a cheap multiple with such a good cash flow. Meanwhile they are reinvesting in a new higher growth business, and over time that should get much more dominant with much higher multiples.

Price:
$18.230
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-09-14 TOP PICK Sleep-Country-Canada-Holdings
ZZZ-T
Jim Huang

What is really going for them, since they have come back to the public market, is that the consumer is more and more aware of health benefits of having a good night sleep. Traditionally, you can buy a lot of mattresses, from major retailers, but they are slowly declining and haven’t done really well, and are retrenching which gives this company a good opening. The company is also adding high margin things like pillows, covers, accessories, etc. Dividend yield of 1.92%.

Price:
$31.210
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-09-13 TOP PICK Chartwell-Seniors-Housing
CSH.UN-T
Christine Poole

This is for the aging consumer. We are all getting older. Demographics show that the over 65 population is about 16% of our overall population. It is forecast that by 2035 it is going to be over 25%. There will be increased demand for assisted care. This company pulled out of the US last year and reinvested back into Canada. They are very well positioned. Dividend yield of 3.78%.

Price:
$14.860
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-13 TOP PICK CGI-Group--A-
GIB.A-T
Christine Poole

IT services and outsourcing. About half is outsourcing, so there is that recurring revenue stream, so their earnings revenue is less volatile. Every 3-4 years, they tend to do a major acquisition, either to increase their position in a vertical or geographically. They are ready to do the next acquisition, but are very disciplined in what they buy. In the meantime, they are seeing a pickup in their financial services vertical within North America financials as well as in Europe. This has been a function of the fintech and increased competition from non-bank traditional players, so traditional players are now looking to increase their productivity, get better customer feedback and are turning to this company to improve their legacy system. They also have a lot of offshore employees that contribute to the productivity increases.

Price:
$60.700
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-13 TOP PICK Johnson--and--Johnson
JNJ-N
Christine Poole

A diversified global healthcare company. About half is pharmaceuticals, and have medical devices as well as consumer brands. In terms of their pharmaceutical division, it has a lot of earnings momentum right now and has been very successful in some of their product launches. Not only are their existing products doing well, but they have a full pipeline. They’ve identified 10 drugs that could potentially be $1 billion drugs over the next 3-5 years. R&D is about 13% of their revenue, so while they do some acquisitions, they are also doing internal development. Dividend yield of 2.72% and has increased the dividend for the last 54 years.

Price:
$117.610
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-13 TOP PICK Oclaro
OCLR-Q
David Burrows

Small and midsized companies are now outperforming large size companies in this market. Believes we are in a new, longer-term bull market for equities. If you believe that we could have a long run up, then you want to be looking at some smaller and midsized companies, understanding that they are higher risk in that you will need to Sell those that don’t work out. This company makes optical components that are being used in fiber-optic networks. Growth in data is exploding, so companies like Verizon are having to upgrade their networks so that they can push a lot more information through. They are starting to upgrade from 40 gig networks per second, to 100 gigs, so there is a huge roll out that has to take place. This company sells components into those companies. Revenue in the last quarter was up 135%.

Price:
$8.230
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-09-13 TOP PICK Texas-Instruments
TXN-Q
David Burrows

He invests in leadership themes, and one of his key themes is “The Internet of Things”. Virtually everything is becoming connected to the Internet, from your refrigerator to your car. This company makes very specific semiconductor chips that are often designed specifically for a customer, has a very long life and have pretty good margins. An example is Autos which is 15% of their sales, but the content over the next few years will likely double.

Price:
$67.450
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-09-13 TOP PICK Seven-Generations-Energy-Ltd
VII-T
David Burrows

He has been pretty cautious on energy since 2014. He likes to find companies that are able to get through a really tough market intact in a strong position, and able to take advantage of it. This is a very low cost finder and lifter of gas. They bought the assets of Paramount and have had great success in taking those properties and adding significant low cost production. Thinks that the near term outlook for natural gas is attractive.

Price:
$30.850
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-09-12 TOP PICK Berkshire-Hathaway-Inc.--B-
BRK.B-N
Mike S. Newton, CIM FCSI

He is trying to look for a bit of value in the market. There is no doubt that an IBM, Wells Fargo, American Express are value names, and who owns about 70% of the portfolios, Kraft-Heinz, Wells Fargo, IDM, Coca-Cola and American Express. Given its strong balance sheet, it is massive cash flow positive on a regular basis, trading at 1.3 to 5X Book. A great valuation play in a pretty frumpy market.

Price:
$148.970
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2016-09-12 TOP PICK Starbucks
SBUX-Q
Mike S. Newton, CIM FCSI

Had looked for his worst performing names this year, and this was one of them. It has had 24 out of 25 quarters of phenomenal results, growing every single year. A lot of people are stopped from going into this because it has a 30 P/E ratio. Around 2010 they were doing something like $3 billion a quarter in sales, and their P/E ratio 30, and now they do $11 billion in the ratio is still 30. Dividend yield of 1.46%.

Price:
$54.710
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
2016-09-12 TOP PICK Torc-Oil--and--Gas-Ltd
TOG-T
Craig Porter

They are very conservative in what they do.  They have a conservative balance sheet.  A safe and secure investment with a 3% yield.  They could be a takeout candidate in the future.

Price:
$7.880
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2016-09-12 TOP PICK Tourmaline-Oil-Corp
TOU-T
Craig Porter

It is the management team.  These guys know where to find energy.  They keep costs low.  The top list of findings over the last few years are so often TOU-T.  They have technology and innovation and it has really brought down the costs for the company.  It is natural gas story.  Natural Gas is being consumed more and more as we get off coal.  Demand is going way up from chemical, to power to Mexican exports.  He thinks gas prices will get better next year.

Price:
$36.800
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2016-09-12 TOP PICK Twitter--Inc
TWTR-N
Mike S. Newton, CIM FCSI

This is in his aggressive portfolio. The question is, how are they going to monetize the business. They do about $5 billion in advertising revenue but we all know its issues. It is a great platform, and he is convinced that somebody is going to buy this.

Price:
$18.150
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
OPTIMISTIC
Owned:
Yes
Showing 46 to 60 of 22,944 entries
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