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
2016-07-14 TOP PICK Imvescor-Restaurant-Group
IRG-T
Brendan Caldwell

Interesting turnaround story.  It has been turning around since 2014.  They have incentivized the franchisees to maintain the restaurants in the highest possible quality.  They brought a new guy in after it didn’t work.  It takes a while for a new CE to affect all the changes he wants but it SEEMS it is working already.

Price:
$2.790
Subject:
CANADIAN VALUE
Bias:
BULL
Owned:
Yes
2016-07-14 TOP PICK Lloyds-Banking-Group
LLOY-LN
John Stephenson

Really, really cheap and has a great yield of 5.3%. One of the best capitalized banks in all of Europe. They got pounded in this whole BREXIT thing. Have come up a little since then, but is still dirt cheap. Trading at about 7.7X multiple, which is cheaper than the US banks and cheaper than anything else. They are basically a capital return story. The yield is going to stay there or go higher. Thinks there is going to be a lot of upside.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-14 TOP PICK Pattern-Energy-Group
PEG-T
John Stephenson

An independent power producer. They have about 3000 MW of basically US based, but they do have some projects, primarily wind, in Ontario and Manitoba. Trading very inexpensively. They have the ability through their parent Pattern Energy Group (PEGI-Q) to vend in new development projects, so they don’t sustain development risks. They are 89%-90% contracted on 15 year terms. It is like a bond, but with a heck of a good yield. Dividend yield of 6.68%.

Price:
$30.550
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
CAUTIOUS
Owned:
Yes
2016-07-13 TOP PICK CASH
CASH
Keith Richards

20% of his cash is on the sidelines.  He is looking for some corrective action in the next couple of months.

Price:
$0.010
Subject:
TECHNICAL AND FUNDAMENTAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2016-07-13 TOP PICK Facebook
FB-Q
Bruce Murray

Clearly the social leader.  They have all these users and are beginning to monetize them.  They are splitting 3 for 1.  It is a great name.  Mobile ads are growing.

Price:
$116.780
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-07-13 TOP PICK Linamar-Corp
LNR-T
Bruce Murray

They think the pace of sales will keep up.  7 times earnings.  They are going from $50 in every transmission, to $150 in transmissions with more gears. 

Price:
$50.390
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-07-13 TOP PICK Royal-Caribbean-Cruises
RCL-N
Bruce Murray

We are all tired, old and want someone to look after us.  It was $100 and then there was a sell off.  Far East/China is where they are expanding.  Cuba offers more opportunities.  The population is aging.

Price:
$72.580
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-07-13 TOP PICK Vermilion-Energy-Inc
VET-T
Keith Richards

This is a conservative play in the energy space.  They are not all Canadian.  This name came up because oil fell back to $40 today.  This stock is at the bottom end of its price channel.

Price:
$41.500
Subject:
TECHNICAL AND FUNDAMENTAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2016-07-13 TOP PICK iShares-S-and-P-Global-Healthcare
XHC-T
Keith Richards

They like the Canadian hedging. He can play healthcare this way and not take on the product risk.  It broke out earlier in the year and now is breaking out again.

Price:
$41.190
Subject:
TECHNICAL AND FUNDAMENTAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2016-07-12 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Bruce Campbell (1)

Just reported. The consensus was 38 and they were 39, versus 25 a year ago, so are growing pretty nicely. You can buy this at about 18X earnings, where a year ago the multiple was 22X. There are more acquisitions to do. Management is great. Dividend yield of 0.54%.

Price:
$57.840
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-12 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
Christine Poole

Internet names have pulled back in the last few weeks, and are just starting to recover now. This is well positioned for a secular play on Internet online advertising, because they are the leading search engine. They will garner a good portion of the advertising budgets for companies that do that. Online advertising only accounts for about 35% of the overall budget, so she thinks it is going to be continued growth in that category. Attractively valued.

Price:
$732.510
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-12 TOP PICK H-and-R-Real-Estate-Inv-Trust
HR.UN-T
Bruce Campbell (1)

Real estate is going to be its own GICS sector in August, away from financial services. Thinks this probably gets added to the TSX 60 along with RioCan (REI.UN-T). Trading at a 30% discount to the other large REITs, primarily because they have the Encana office building, but that looks okay now. Dividend yield of 5.75%.

Price:
$23.600
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-12 TOP PICK Loblaw-Companies-Ltd
L-T
Christine Poole

She likes the grocery business because the square footage growth has been moderating, and this company has different multiple formats. They have implemented a new SAP IT systems and are starting to see the benefits of that. She also likes Shoppers, their drug retail business. Dividend yield of 1.47%.

Price:
$70.740
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-12 TOP PICK Torex-Gold-Resources
TXG-T
Bruce Campbell (1)

If looking to get into gold, this is a problem because everything has moved a fair bit. This company just declared commercial production at the ELG mine in Mexico. It is roughly 200,000 ounces at a cost of about $5.35. It goes to 350,000 ounces next year and the costs go down. It is the re-rating that he finds really attractive. Although it was moving up, it was lagging the group. It also did a 1 for 10 consolidation last week, which makes it more institutional. Thinks this could see $35 in one year.

Price:
$24.620
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-07-12 TOP PICK Whirlpool-Corp
WHR-N
Christine Poole

The leading global appliance manufacturer, and is developed and developing markets. 50% of revenues and about 7% of profits come from the US. Penetration rate in the US market is about 79%. The lifespan of appliances is about 10 years, so it is now going through a replacement cycle. Also, there is increasing housing turnover or renovation work. In emerging markets, penetration is about 30% in India and China, so there is lots of long-term potential for them to grow in those markets.

Price:
$173.720
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 61 to 75 of 22,708 entries
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