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
2017-05-05 TOP PICK Bank-of-America
BAC-N
Darren Sissons

The regulatory glare is moving away from money centred banks. If so, they will now be able to leverage up their balance sheets and start lending more. Even more importantly, we are facing an environment where interest rates are going to increasingly become an important factor for the US financial system. Higher rates mean higher profitability. Dividend yield of 1.2%. (Analysts’ price target is $26.)

Price:
$23.740
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-05-05 TOP PICK Cargojet-Inc
CJT-T
Jerome Hass

They effectively have a natural monopoly in overnight cargo in Canada. Any time you get something shipped, but doesn’t come from the same city you are in, he can almost guarantee it is shipped by this company. He likes the high barriers to entry. They have a 95% market share in Canada with customers such as Canada Post, Purolator, Amazon, and virtually anyone that ships, including Air Canada. A great little company that is not very well known by the street. Trades at about 6X EV to EBITDA, compared to the trucking companies at 7.5X. Dividend yield of 1.7%. (Analysts’ price target is $56.)

Price:
$45.920
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-05 TOP PICK Walt-Disney
DIS-N
Darren Sissons

A very attractive franchise. There has been a little concern around the ESPN with cutting cables, etc. However, over the long-term, it has been very effective at taking money out of parents’ wallets. They have movies, TV, theme parks, tourism operations, etc. The dividend was growing at something like 12.2% per year for 20 years. Dividend yield of 1.4%. (Analysts’ price target is $124.)

Price:
$111.990
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-05-05 TOP PICK Descartes
DSG-T
Jerome Hass

A boring name, but stable. Every portfolio needs some boring names. There wasn’t any particular catalyst this year, but it is up 30%+ in the last 12 months. He likes the recurring income stream. At the start of every quarter, they know what 90% of their sales will be, and they spend the next 90 days working on that last 10%. That predictability is what investors like. (Analysts’ price target is $25.47.)

Price:
$31.770
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-05 TOP PICK Halliburton-Co
HAL-N
Darren Sissons

Fundamentally, the oil markets need to take duration (?) from the fact that Saudi Aramco has gone public. Saudi’s are getting $2 trillion and are trying to get close to 3, so they are looking to cut supply. When they cut supply, we’ll see higher prices and they’ll make way for US shale. They are planning the next phase of the Saudi economy on the back of that monetized asset. To monetize their assets to the highs levels, they are going to need higher prices. That means there is going to be more drilling, and this company is leveraged to that story. Dividend yield of 1.6%. (Analysts’ price target is $64.50.)

Price:
$45.580
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-05-05 TOP PICK Westjet-Airlines
WJA-T
Jerome Hass

*SHORT* This has been a long time Short for him, particularly after the announcement this week that they are now going spend $6.5 billion on a brand-new 787 Dreamliner. A week before that, they announced they were going to launch an ultra low cost carrier. Yield of 2.6%. (Analysts’ price target is $23.)

Price:
$22.360
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-04 TOP PICK Advanced-Micro-Devices
AMD-Q
Richard Croft

This has fallen about 25% since it reported earnings. They had a couple of new lines of chips with a couple of new ones and lots of hype on. They’ve been tested and are not any better than Intel chips, some saying not quite as good. The company took a big hit on that, and is probably at a point where you are going to see some support. This is purely an option play. The option premiums have expanded dramatically because the stock sold off. A very good Covered Write in his opinion. If the stock does not get called away, you can do it again 6 months from now.

Price:
$10.100
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-05-04 TOP PICK Deutsche-Bank-AG
DB-N
Richard Croft

A play on Europe. They have just had a writes issue. Have refinanced and recapitalized the company and the business. They are an impenetrable bank in Europe. If you believe Europe is starting its road to recovery, banks are going to do the same that they did in the US. He has a covered call on this.

Price:
$18.780
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-05-04 TOP PICK Global-X-MSCI-Greece-ETF
GREK-N
James Thorne

For the Europeans to solve Europe they have to solve Greece.  They are going to get a deal done.  He likes Greek banks but this is a safe way to participate in the global economy.  This could be THE trade in Europe as we go forward.

Price:
$9.250
Subject:
US DIVIDEND
Bias:
BEARISH on RESOURCES
Owned:
Yes
2017-05-04 TOP PICK Goldman-Sachs
GS-N
James Thorne

With deregulation in the US he thinks this is a very interesting play.  It has come back after Trump got in.  Now is the time to get back in.  He is continuing to buy on pullbacks.  He thinks Trump is going to be able to deregulate the financial industry.  (Analysts’ target: $244.04).

Price:
$226.590
Subject:
US DIVIDEND
Bias:
BEARISH on RESOURCES
Owned:
Yes
2017-05-04 TOP PICK KB-Home
KBH-N
James Thorne

Don’t buy Canadian real estate.  Home ownership is at decade lows.  The new Silicon Valley is San Antonio.  With deregulation, home ownership should increase.   (Analysts’ target: $18.77).

Price:
$20.210
Subject:
US DIVIDEND
Bias:
BEARISH on RESOURCES
Owned:
Yes
2017-05-04 TOP PICK Square-Inc
SQ-N
Richard Croft

This is a financial services company. He really likes their business model. It is making inroads with a lot of small businesses, because they are more cost-effective than running the normal credit cards through. He is doing a Covered Write on it. The premiums are quite rich on it.

Price:
$19.900
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-05-03 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Kash Pashootan

He is not convinced rates are going up in Canada. There is still lots of room for this one to grow. This is diversified in that half of their revenue comes from distribution, and half of it comes from generation. Dividend yield of 4.8%. (Analysts’ price target is $14.50.)

Price:
$13.040
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-05-03 TOP PICK Canadian-Tire-Corporation-Ltd.--A-
CTC.A-T
Kash Pashootan

Old and boring, but he likes old and boring when it comes to investing. Its share price has really outperformed, and a lot of that really comes down to management and how the business has been run. Although there has been some change with the CEO, it has really been change to go back to who was the CEO before. 63% of their business is Canadian Tire which has about 500 stores, 20% is the SGL Sports and about 15% is the Marks brand. Their business now is what they are going to do with their e-commerce platform. Dividend yield of 1.6%. (Analysts’ price target is $175.50.)

Price:
$166.040
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-05-03 TOP PICK ETrade-Financial-Corp.
ETFC-Q
Keith Richards

Fundamentals look okay on this stock. Starting in February, there was a bit of a short-term downtrend, and that seems to be broken. They reported pretty good earnings recently, which is the driver right now. He is looking at this as a trade, and thinks it might get back into the mid to high $30s. He is looking at this as a possible 10%-20% mover, and then he will be gone. (Analysts’ price target is $42.)

Price:
$36.030
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
Showing 61 to 75 of 23,886 entries
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