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
2016-05-13 TOP PICK Canadian-Tire-Corporation-Ltd.--A-
CTC.A-T
Kash Pashootan

One of the few in the retail space that he feels has figured out how to combat some of the disruption that is taking place with technology. They have done that by participating in it. Just recently shipped out their catalogue, the 1st time in 9 years, to 12 million households. Although print structure is dead, they have sent out the catalogue but have integrated it to the app that you have to download to really get the full experience. With that, their e-commerce sales have moved considerably to the upside. Trading at about 16X and has a low payout ratio. Dividend yield of 1.63%.

Price:
$141.120
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Yes
2016-05-13 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
David Newman

Has strong growth and is monetizing it through ad spending, and is obviously going more digital. They also have their other bets, such as curing aging through Calico. They are getting into the public cloud as well. Also, has 70% market share of Core Search. Growing at 20%. He has a $1000 target on this.

Price:
$724.830
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-05-13 TOP PICK Mastercard-Inc.
MA-N
Bruce Murray

Prefers is a little better over Visa (V-N), which has to integrate Visa Europe. MasterCard is more exposed in the Third World, and as incomes grow and as electronic transaction usage is lower, you have growth in both income and electronic usage in the Third World. Trading at a 27X multiple. Target price of $112.

Price:
$95.360
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-05-13 TOP PICK Medtronic-Inc
MDT-N
Bruce Murray

Medical implants. A play on the aging population. About 1.5 years ago, they took out the old Tyco division called Covidien, their healthcare business. Covidien had got to Ireland, and this company now has done the inversion. This company is now sitting on boatloads of cash globally. We are going to see higher dividends, share buybacks and probably more acquisitions. Target price of $88.

Price:
$80.710
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-05-13 TOP PICK ResMed-Inc.
RMD-N
Kash Pashootan

This deals with sleep apnea by producing the mask and the device that helps deliver the oxygen. 26% of adults suffer from sleep apnea. In developed markets it has only about 10%-15% penetration, and in emerging markets only 5%, so he likes the upside. Dividend yield of 2.09%.

Price:
$57.440
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Yes
2016-05-12 TOP PICK Anfield-Nickel
ANF-X
Rick Rule

He has invested 3 times before with this management, which has been highly successful. This will be his 4th time.

Price:
$1.220
Subject:
PRECIOUS METALS
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-12 TOP PICK Espial-Group
ESP-T
Peter Imhof

Looking for people to cut the cord.  They look like Apple TV. This quarter there will be revenue generation so this is the right time.  He owns a big chunk.  There is deep value here, but people got impatient.

Price:
$2.100
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-05-12 TOP PICK Firan-Technology-Group-Corp.
FTG-T
Peter Imhof

Airplane circuit boards.  Extremely cheap company.  Next year earnings move from $.20 to $.30 per share.  Capacity utilization was not full, but with new contracts it will be.  6.5 times earnings next year.  Not too many people know this story still.  It is an early 2017 story still.

Price:
$2.400
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-05-12 TOP PICK Ivanhoe-Mines
IVN-T
Rick Rule

Robert Friedland is the most successful mining financier of his generation. This company has 3 world scale projects in it. It is very well funded with over $500 million in cash in the company. This is as good a pick as he has had in 40 years. Understand there is political risk, which is high.

Price:
$1.050
Subject:
PRECIOUS METALS
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-12 TOP PICK Parex-Resources-Inc.
PXT-T
Peter Imhof

Management did a great job.  They have low cash costs and have a lot of exploration opportunities.  It is one of his largest holdings in the fund.  All the metrics look outstanding.  They continue to do well, underpromising and overdelivering.

Price:
$13.440
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-05-12 TOP PICK Reservoir-Minerals
RMC-X
Rick Rule

This is subject to a takeover offer from Nevsun (NSU-T). The knock against Nevsun is, will they do something stupid with the $400 million that they have in the treasury. The next question is, how do they grow, by buying the superb deposit in Serbia. He expects Nevsun will go up substantially in price having acquired this company. The cheaper way to play this is by owning the company that is being acquired.

Price:
$8.880
Subject:
PRECIOUS METALS
Bias:
BULL on GOLD & SILVER
Owned:
Yes
2016-05-11 TOP PICK Ameriprise-Financial
AMP-N
John Burke

Gives financial advice to over 10,000 financial advisors. Financial advice stocks have suffered because of new regulations from the Department of Labour, and thinks that is going to help this company to consolidate some of the smaller companies. This is selling over 20% below where it was in 2015. Dividend yield of 3.13%.

Price:
$95.170
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-11 TOP PICK AcuityAds-Inc
AT-X
Colin Fisher

This is in the programmatic advertising space, which is exploding. Just reported and knocked it out of the park, but the stock went down. Great management which owns a lot of the company, and the Board of Directors is very savvy. Quite inexpensive and their ability to grow is exceptional. They also have the ability for acquisitions.

Price:
$1.280
Subject:
TECH & KNOWLEDGE STOCKS
Bias:
UNKNOWN
Owned:
Yes
2016-05-11 TOP PICK Occidental-Petroleum-Corp
OXY-N
John Burke

His favourite energy pick, because it is over 80% oil. Also, have the best drilling locations in the US, generally in the Permian Basin in West Texas and Southeast New Mexico, which has multiple layers of oil, so with one drilling pad they can get more pockets of oil making it more economical. Dividend yield of 3.91%.

Price:
$76.310
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-11 TOP PICK Time-Warner-Inc
TWX-N
John Burke

Feels media companies are cheap. This is still 20% below where it was in January last year. Expects profits will increase by more than 20% over the next 2 years, at a below market P/E ratio. Dividend yield of 2.17%.

Price:
$74.140
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
Showing 61 to 75 of 22,465 entries
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