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
2016-08-16 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
2016-08-12 TOP PICK Cineplex-Inc
CGX-T
Jerome Hass

*SHORT* (Pairs trade with a Long on Cinemark (CNK-N). One of the most over-owned names in Canada. It is perceived to be a recession proof business, so people are willing to pay up for that. This has largely been flat over the last 18 months. A very, very expensive stock. With this pairs trade, he doesn’t care what movies are coming down the pipe.

Price:
$50.600
Subject:
LONG-SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-08-12 TOP PICK Cinemark-Holdings
CNK-N
Jerome Hass

*LONG* (Pairs trade with a Short on Cineplex (CGX-T). Trading at two thirds of Cineplex’s valuation, a bigger company, more liquid with better organic growth.

Price:
$37.960
Subject:
LONG-SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-08-12 TOP PICK iShares-N.A.-Technology-ETF
IGM-N
David Cockfield

This has been quiet lately, but he sees the Tech sector starting to come back in the US, and he is quite positive on the US economy. This ETF has started to show some signs of life after plateauing for a little while. Gives you good diversification.

Price:
$120.120
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-12 TOP PICK Inter-Pipeline
IPL-T
David Cockfield

Likes this as a way to back into the energy market out west. You get a good dividend (5.72%), and it doesn’t have the same problems as the major pipelines. They have good, long term contracts with big producers. This is a quasi utility. Good management. Made an acquisition that is going to be accretive.

Price:
$27.280
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-12 TOP PICK Just-Energy-Group
JE-T
Jerome Hass

*SHORT* This is a long-term short for him. They essentially sell energy contracts door-to-door, and knock on literally millions of dollars a year. You have to ask yourself when is the last time you bought something from a door-to-door salesman, let alone engaged in a multiyear energy contract. Also the attrition rate is about 16% a year.

Price:
$7.310
Subject:
LONG-SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-08-12 TOP PICK Tucows-Inc.
TC-T
Jerome Hass

Only 2 analysts cover this. A Toronto-based telecom company that operates entirely outside of Canada. They are a mobile virtual network operator (MVNO). They cut deals with Verizon (VZ-N) or T Mobile to buy rates from them, brand it under their own name, resell it, and have their own customer service. They really focus on customer service. Their value proposition is about half of what the incumbents charge in the US. Because they are using someone else’s infrastructure, it is a capital efficient business with about a 29% ROE. Management has been buying back a lot of shares.

Price:
$35.500
Subject:
LONG-SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
Showing 61 to 75 of 22,838 entries
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