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
2016-11-18 TOP PICK Celgene-Corp
CELG-Q
Stan Wong

This is a beneficiary of the mandate coming from the Trump administration. With the Hillary Clinton overhang being out of the way, he likes this. This continues to have very, very strong growth prospects and will benefit from aging demographics. This is more in the cancer drug type of space and have a good pipeline of drugs that are coming through. They have a growth plan to double their revenues to more than $21 billion by 2020. Trading at 18X forward earnings with a long-term growth rate of 20%. (Analysts’ price target is $139.)

Price:
$121.970
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-11-18 TOP PICK Crew-Energy-Inc.
CR-T
Frank Holmes

They like it for the energy exposure.  An extremely unleveraged company.  (Analysts’ Target: $8.48)

Price:
$7.200
Subject:
US EQUITIES
Bias:
BULLISH on INFRASTRUCTURE
Owned:
Yes
2016-11-18 TOP PICK Franco-Nevada-Corp.
FNV-T
Frank Holmes

He has always loved the royalty model.  They have done a remarkable job.  (Analysts Target: $77.65)  Their recent results were spectacular.  Buy it in Canada.

Price:
$77.700
Subject:
US EQUITIES
Bias:
BULLISH on INFRASTRUCTURE
Owned:
Yes
2016-11-18 TOP PICK Manulife-Financial
MFC-T
Stan Wong

This is the 1st time he has selected a Top Pick, which he just sold. Likes this long-term, but it took off and the RSI is up. He likes the name and would buy it back if it just dropped a couple of dollars lower, which it will when things calm down. Interest rates are moving higher and equity markets are steadying, but more importantly they have really done well with their organic growth and have made a very good series of successful acquisitions. They are in the very fast growing part of the world in terms of the insurance market. Over 40% of their revenues are coming from Asia. Trading very cheaply at about 11X forward earnings. Dividend yield of 3.22%. (Analysts’ price target is $23.76.)

Price:
$22.950
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
2016-11-18 TOP PICK Vanguard-Financials-ETF
VHF-N (Not list
Stan Wong

Sold this into the market with this Trump bump rally, but intends to buy it back when things calm down. This owns a basket of US financial names, including J.P. Morgan, Berkshire Hathaway, Bank of America, Citigroup, etc. With improving economic fundamentals in the US and globally, and rising interest rates, US financials should continue to do quite well. If we see some sort of repeal or amendment of the Dodd-Frank act, that should help the financials. There will be a decline in regulatory scrutiny. Trading at about 14X earnings. Dividend yield of about 2%.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
2016-11-18 TOP PICK WPT-Industrial-REIT
WIR.U-T
Frank Holmes

A great way for Canadians to have exposure to a stronger US dollar, have assets in the US and get paid just under 7% on a monthly basis.  There is more room to run and it is industrial.  This category is only going to rise in overall value. (Analysts’ Target: $12.56)

Price:
$11.730
Subject:
US EQUITIES
Bias:
BULLISH on INFRASTRUCTURE
Owned:
Yes
2016-11-17 TOP PICK Pure-Industrial-Real-Estatetrust-Trust
AAR.UN-T
Derek Warren

A very high quality income. You are getting a good yield of 6.13%. They have US assets, so you are getting some US exposure. High quality industrial assets will continue to benefit from our US partners. Also, they have a lot of logistics type of tenants, such as FedEx. (Analysts’ price target is $5.91.)

Price:
$5.090
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2016-11-17 TOP PICK Amazon.com
AMZN-Q
Zachary Curry

No Dividend.  Cloud computing is a strong grower.  The Alexa device will allow you to yell at it that you need something and it will be delivered in one day.  The web services are a huge growth engine.  (Analysts’ target:  $940.37)

Price:
$756.400
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-11-17 TOP PICK Facebook
FB-Q
Zachary Curry

It comes down to the number of users and monetizing that.  Whatsapp and Messenger are the drivers.  No dividend.  (Analysts Target $155.14)  He is happy with the move to video. 

Price:
$117.790
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-11-17 TOP PICK First-Capital-Realty
FCR-T
Derek Warren

Retail focused, but it owns a lot of Yorkville and assets in areas of high income. They came out with a perfect quarter, raised guidance, and the stock dropped 5%, so he was buying aggressively that day. This is a rare opportunity to buy a very high quality high end retail at a very reasonable price. Yield of 4.31%. (Analysts’ price target is $23.81.)

Price:
$19.950
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2016-11-17 TOP PICK Keyera-Corp
KEY-T
Zachary Curry

Management is exceptional.  It is a natural gas and processing company.  Take or pay contracts, with storage.  Dividend yield is 4.13%, low payout ratio.  (Analysts’ Target: $44.43)

Price:
$38.700
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-11-17 TOP PICK Smart-REIT
SRU.UN-T
Derek Warren

Walmart anchored properties. The stock came off sharply as their earnings weren’t as exciting and didn’t show as much growth. It is true that retail will see a little bit of pressure as consumers are deleveraging, but his view is that in the $30 range, this is a very attractive price. Where are people going to go to shop? They are going to go to Walmart and the areas around there. Yield of 5.66%. (Analysts’ price target is $36.13.)

Price:
$30.030
Subject:
REIT's
Bias:
UNKNOWN
Owned:
Yes
2016-11-16 TOP PICK Grande-West-Transportation
BUS-X
Bruce Campbell (2)

Manufactures 30 foot buses which replace traditional cutaway buses, or can be run on routes that don’t have as many people as is needed for a 40-foot bus. Super efficient for a transit system, etc. Management is really hitting their stride and are starting to pick up orders. They’ve also had their 1st order in the US, and are expanding into airporter transportation business in the US. (Analysts’ price target is $1.29.)

Price:
$1.390
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2016-11-16 TOP PICK Caterpillar
CAT-N
John Zechner

*Short* This has a little over $3 in earnings, and is trading at over 30X forward earnings. They’ve missed earnings in the past couple of quarters. The machinery capital spending business is slowing down because the mining industry has slowed down. They are starting to sell their own used equipment on their website, because there is not as much demand for the new stuff. The price is dropping at a 5% annual rate on what they are selling,. Dividend yield of 3.3%. (Analysts’ price target is $82.17.)

Price:
$93.350
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-11-16 TOP PICK CRH-Medical-Corp.
CRH-T
Bruce Campbell (2)

This continues to grow by acquisition. They have 2 different product lines, but the anaesthesiology side is where they are really starting to grow. Generating between $5-$6 million in cash flow per quarter, along with a line that allows them to continue to make acquisitions. They’ve been pretty disciplined about how they have done this. (Analysts’ price target is $7.52.)

Price:
$7.390
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
Showing 61 to 75 of 23,224 entries
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