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
2017-02-10 TOP PICK Whitecap-Resources
WCP-T
Craig Porter

Great management. It has very light oil properties in Alberta and Saskatchewan. The team has focused on properties that have a low decline rate of about 20%, and don’t have to drill is much as companies that have a 40% decline rate. Bought a large Saskatchewan land play off of Husky Oil last year. Dividend yield of 2.61%. (Analysts’ price target is $14.92.)

Price:
$10.810
Subject:
RESOURCE
Bias:
BULLISH on OIL
Owned:
Yes
2017-02-09 TOP PICK Cheesecake-Factory-Inc--The-
CAKE-Q
Jim McGovern

*Short* This has been a great performing stock. It is at a 52-week high today, but thinks it has peaked out, both on the margins and the dairy portion. It has been one of the few restaurant chains that has been able to raise prices, but that is pretty much tapped out. Also, they are 90% impacted with the whole mall experience in a secular decline. He is not looking for a big hit on this, but something back into the $50s or high $40 level. Yield of 1.57%. (Analysts’ price target is $58.40.)

Price:
$61.360
Subject:
GLOBAL EQUITIES & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-02-09 TOP PICK Amdocs
DOX-Q
John Petrides

His favourite company that no one knows about.  A $9 billion dollar company that does billing for telecom operators.   Switching costs are very, very high.  It has a 1.3% dividend yield, which has grown 15% annually for 3 years and they have bought back stock for 10 years.  80% of their business is recurring revenue.  (Analysts’ target: $ 63.11).

Price:
$59.100
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-02-09 TOP PICK Hanesbrands
HBI-N
John Petrides

They disappointed investors except with the multiple.  They tripled the dividend in 3 years.  It has a 3% yield.  They spent a lot of time in cash, buying back stock.  They are classified as consumer discretionary.  He does not think underwear in discretionary.  (Analysts’ target: $27.54).

Price:
$20.240
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-02-09 TOP PICK Lithium-Americas-Corp
LAC-T
Jim McGovern

Part owner of a brine called Cauchari in Argentina. A joint venture they have done with SQM, probably the best operator of lithium brines globally. They recently completed a financing, both equity and debt, and offtake arrangements with a Chinese and Thai company. It was quite speculative, but no longer thinks it is. Enterprise Value is around $460 million, but could be well north of $1 billion in 2-3 years. It should be in operation by 2019. (Analysts’ price target is $1.70.)

Price:
$1.000
Subject:
GLOBAL EQUITIES & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-02-09 TOP PICK Lockheed-Martin
LMT-N
Jim McGovern

This is all about defence. Mr. Trump had the tweet on the F 35 that knocked about $15 off the stock, and this is a great chance to buy in. This is going to be a favourite of the new Defence Secretary Mattis. They have all the right programs, especially the missile programs. Expects announcements in the order of $40-$50 billion in new spending this March, which a lot will be on military readiness. Not a cheap stock, but a great secular story and you should be in this name for multiple years. Dividend yield of 2.82%. (Analysts’ price target is $281.32.)

Price:
$258.200
Subject:
GLOBAL EQUITIES & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-02-09 TOP PICK Mattel
MAT-Q
John Petrides

The stock is off about 18% or so the last three months.  There is a Barbie turn-around.  Barbie grew in double digits.  They paid up for shelf space during the holiday season which pressured margins.  They are turning around in the right direction.  They are moving to 3D printing.  Once they start streamlining that process it will save tremendous amounts of costs in the future.  (Analysts’ target: $31.42).

Price:
$25.830
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-02-08 TOP PICK Bristol-Myers-Squibb
BMY-N
Robert Lauzon

This has an ugly chart, but is still a great company. When the stock got to $70, it was basically pricing in a lot of growth with their Opdivo immuno oncology cancer drug. Missed some trials on about 15% of the market for the drug, and the stock really got whacked. The market has pretty well taken out any earnings of this drug. 85% of the market is still available, so he thinks that over the next 3-4 years, they are still going to be a leader with immuno oncology. You are now paying 16X forward earnings for a company that normally trades in the 20Xs. Dividend yield of 3%. (Analysts’ price target is $55.44.)

Price:
$52.000
Subject:
GLOBAL DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-02-08 TOP PICK Brookfield-Property-Partners
BPY.UN-T
Robert Lauzon

Brookfield Asset Management (BAM.A-T) owns 65% of this, and this is their public vehicle that holds all of their trophy properties around the world. If you want exposure to Europe, Australia, New York and Canada, this gives it to you. Trading at about a 25% discount to NAV. Dividend yield of 5.15%. (Analysts’ price target is $33.95.)

Price:
$29.040
Subject:
GLOBAL DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-02-08 TOP PICK ETrade-Financial-Corp.
ETFC-Q
Cameron Hurst

Originally, this was a sort of discount brokerage. They formed into 2 segments, one being a bank and the other a brokerage. In 2009 they had a mortgage book of about $20 billion. Part of that was normal conforming mortgages, and part of it was a big home equity book. The whole thing was underwritten very poorly. That book is now less than $4 billion. (Analysts’ price target is $42.82.)

Price:
$35.060
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-02-08 TOP PICK Freehold-Royalties
FRU-T
Robert Lauzon

A Canadian oil/gas royalty company. Do the drilling on about 10% of their business, and on the other 90% other people do the drilling and spend the CapX, and they just get a royalty off the top line. Now that oil is over $50, there could be a dividend bump, because they tend to pay out about 70% of cash flow in dividends, and are currently at about 45%. Dividend yield of 3.83%. (Analysts’ price target is $16.36.)

Price:
$12.560
Subject:
GLOBAL DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-02-08 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
Cameron Hurst

They are reining in expenses, which people are a little bit upset about. Tax repatriation could be a benefit to them. 15% of their cash ($82-$83 billion) is trapped overseas. (Analysts’ price target is $991.78.)

Price:
$804.570
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-02-08 TOP PICK Honeywell-International
HON-N
Cameron Hurst

An infrastructure play. This is about 1/3 the size of General Electric (GE-N), but is also a diversified industrial. They have taken a more technological progress of approach to being an industrial. Well positioned in the rising theme of software connectivity (connected aircrafts, autos, homes, etc.) Dividend yield of 2.22%. (Analysts’ price target is $131.66.)

Price:
$119.730
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-02-07 TOP PICK AgJunction-Inc
AJX-T
Benj Gallander

A GPS system for agriculture. A speculative play. Did a merger over a year ago, and unfortunately the revenues are now less than when they merged. In the recent quarter, they lost $14 million, but about 11 million of that was a good will write off. No debt and $15 million in the bank. Doesn’t expect a turnaround soon, because the agriculture market isn’t that good.

Price:
$0.540
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-02-07 TOP PICK Cargojet-Inc
CJT-T
Gerard Ferguson

This moves 90% of overnight cargo business in Canada. They have Canada Post, Air Canada and are beginning to grow outside of Canada as well, with routes to Europe and Latin America. Well run with a very strong free cash flow yield. Not a cheap stock. Dividend yield of 1.52%. (Analysts’ price target is $55.60.)

Price:
$45.770
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
Showing 61 to 75 of 23,562 entries
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