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
2017-01-03 TOP PICK Target-Corp
TGT-N
Elliot Fishman

This was trying to get through $80, and this sector had some disappointing earnings. It has come back again to levels it has held before at times when it wasn’t working out that well. $70 seems to be that target. This stock has been oversold. (Analysts’ price target is $78.07.)

Price:
$72.750
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
No
2016-12-30 TOP PICK AutoCanada-Inc.
ACQ-T
Paul Harris, CFA

This has sales, servicing as well as financing, and is a very good business in the long run. Old management made too many acquisitions and didn’t integrate them properly. Because of this, the stock collapsed. New management came in and are committed to making acquisitions, but only 2 or 3 a year. They are also trying to diversify out of BC and Alberta. Throws up about $50 million a year in free cash, and thinks they will be able to use that for acquisitions. Dividend yield of 1.72%. (Analysts’ price target is $24.25.)

Price:
$23.120
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-12-30 TOP PICK Canadian-Pacific-Rail
CP-T
Keith Richards

He likes the transports in general. This was in a downtrend, but seems to have broken out, and there is a bit of a base in the breakout. If you buy it at somewhere around $191, in the spring it will be a good time to own it. (Analysts’ price target is $223.21.)

Price:
$191.560
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2016-12-30 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Paul Harris, CFA

Trading at 6.5X earnings, so it is not expensive. Has a free cash flow yield of 13%. They have 2 main products. HIV which continues to grow and a Hepatitis C franchise. The revenue from the Hep C business is declining. He feels the stock is saying the Hep C is not going to generate any revenue for them, but there is still lots of revenue coming in. Also has some very interesting products in their pipeline which has not been taking into consideration. They have billions of dollars overseas, and can do lots of acquisitions. Dividend yield of 2.62%. (Analysts’ price target is $94.79.)

Price:
$71.610
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-12-30 TOP PICK Johnson-Controls
JCI-N
Keith Richards

This does fire safety products, but is also kind of into the automotive industry. It is driven by industrial seasonality. This has had a bit of consolidation since July, and is now testing that. Ideally you would like to see it bounce off of that, but he is taking his chances on it because fundamentally it is a sound company. (Analysts’ price target is $49.31.)

Price:
$41.190
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2016-12-30 TOP PICK Nike-Inc
NKE-N
Paul Harris, CFA

This has a great mobile franchise, and are growing their online brand globally. Great products. For a great brand name like this, you are only paying 25X earnings. Thinks earnings are going to accelerate into next year. Dividend yield of 1.42%. (Analysts’ price target is $61.97.)

Price:
$50.830
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-12-30 TOP PICK Rio-Tinto
RIO-N
Keith Richards

He likes the metals. This company has a pretty big chunk of copper, which is seasonally positive. The trend has been up and this is currently forming a base at around $38, and should do okay into the spring. (Analysts’ price target is $42.74.)

Price:
$38.460
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2016-12-29 TOP PICK BioAmber-Inc
BIOA-N
Jerome Hass

Produces succinic acid, a standard building block that is used in things like plastic and polymers, for a variety of industries such as auto parts, plastic plants, and even pharmaceuticals. Has the world’s largest succinic acid plant in Sarnia Ontario. Instead of the traditional route, making the product from petrochemicals, they make it from industrial sugars. They can use any of the cheapest sugars, and currently use fructose made from corn. They can do it cheaper than it can be done from a petrochemical. About to launch a 2nd plant which will be in either Louisiana or Sarnia. Going to ramp up production mid-2017, producing $25 million in EBITDA. A name that nobody knows about in Canada. It is going to have a TSX listing. Last week it got a big boost when one of the top 3 Canadian pension funds and one of the top 10 global pension funds made investments in the stock. (Analysts’ price target is $8.73.)

Price:
$4.930
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-12-29 TOP PICK Callidus-Capital-Corp
CBL-T
Jerome Hass

The CEO said 4 things to improve the share price. 1.) Initiated a dividend, 2) bought back shares, (bought back shares himself) 3) launched a substantial issuer bid, and 4) taking the company private. He has hired Goldman Sachs (GS-N) to do so. Thinks it gets taken out by at least $24, a 30% upside from here. You get a 6.5% of it in yield while waiting. Dividend yield of 6.67%. (Analysts’ price target is $19.69.)

Price:
$18.060
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-12-29 TOP PICK Currency-Exchange-Intl.
CXI-T
Jerome Hass

Now that they have their bank license, it is really going to help in terms of  marketing. One of their biggest clients was TD Bank (TD-T). TD said they will deal bank to bank as a lot of the banks want to do, partly from compliance purposes, but the other from capital provisioning. In the next 6 months, he expects they are going to land a lot of the Canadian banks. On top of that, they landed one of the top 3 US banks last summer, and that will start trickling into their earnings which are coming early January. Using the existing customer base, he calculates they are going to be growing revenue at 22% next year, and earnings are going to be up 44%. If you compare that to any of the 8 Canadian listed banks, he would rather have this one. (Analysts’ price target is $38.50.)

Price:
$27.500
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2016-12-29 TOP PICK Secure-Energy-Services
SES-T
Steve Belisle

He likes the water treatment business.  It is hard to replicate.  The revenues are quite stable.  As you get a recovery in drilling that business will ramp up also.  They are almost the only game in town.  It is possible they will increase the dividend at the end of the year.  (Analysts’ Target: $12.06).

Price:
$11.610
Subject:
NORTH AMERICAN - LARGE - DIVIDEND
Bias:
BULLISH on FINANCIALS
Owned:
Yes
2016-12-29 TOP PICK Wells-Fargo
WFC-N
Steve Belisle

This stock has lagged its peers.  It is lower than where it started the year.  It lost the premium that it always had to its peers.  (Analysts’ Target: $55.90).

Price:
$54.840
Subject:
NORTH AMERICAN - LARGE - DIVIDEND
Bias:
BULLISH on FINANCIALS
Owned:
Yes
2016-12-29 TOP PICK Sleep-Country-Canada-Holdings
ZZZ-T
Steve Belisle

High single digit same store sales growth which is unknown by retailers in Canada.  Growth in Accessories is close to 20% on a same store sales basis.  (Analysts’ Target: $34.50).

Price:
$28.460
Subject:
NORTH AMERICAN - LARGE - DIVIDEND
Bias:
BULLISH on FINANCIALS
Owned:
Yes
2016-12-28 TOP PICK Agnico-Eagle-Mines
AEM-T
Hap (Robert) Sneddon FCSI

This is the best of the senior producers. It has a fantastic balance sheet, and really good assets. Has held up well compared to other names. Overall, the sector is in a longer-term bottoming process. $50 became an interesting place for buyers. His one year target is around $68. January and February are very supportive of gold prices, and in February you want to take some off the table as it gets weak from March onwards. Believes that bullion overall is making a significant longer-term low here, and producers always reflect the bullish/bearish moves before the underlying commodity, and we are seeing that now. Risk/reward here is really good. Dividend yield of 0.99%. (Analysts’ price target is $71.25.)

Price:
$54.900
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-12-28 TOP PICK Arc-Resources-Ltd
ARX-T
Norman Levine

He likes natural gas better than oil, and this one is largely natural gas. It recently sold its Saskatchewan oil properties, so it is now about 72% natural gas. He likes that most of their natural gases are in BC in the Montney, which is a great area to be in. Low cost producers. Really good management. Dividend yield of 2.6%. (Analysts’ price target is $27.30.)

Price:
$23.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
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