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
2016-04-21 TOP PICK Magna-Int-l.--A-
MG-T
Alex Ruus

Number 2 auto parts company globally. A beneficiary of the globalization of the auto industry. They are buying back stock and have a 6% free cash flow yield. Cheap at 7X 2017 earnings. Dividend yield of 2.41%.

Price:
$54.910
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-20 TOP PICK Aegon-N.V.
AEG-N
Benj Gallander

A big insurer out of the Netherlands, with about $40 billion in revenues. It almost went under during the recession and the Dutch government bailed them out. They are international. They own Transamerica Insurance in the US. They are also into pension and wealth management. Thinks the euro is going to come back to some degree and there will be some movement upwards. Looking for this to go up above $20. Dividend yield of 4.89%.

Price:
$5.920
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-04-20 TOP PICK Allison-Transmission-Holdings
ALSN-N
Stephen Groff

Generating very high returns, very high margins, and a lot of cash flow. You have to look at free cash flow on this, because they have everything from NOLs meaning that they convert higher percentages of revenue of EBITDA into cash flow. Margins are very high, north of 30%, because a lot of technology goes into making heavy-duty applications for everything from garbage trucks to school buses. Dividend yield of 2.17%.

Price:
$27.560
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-04-20 TOP PICK Brookfield-Infrastucture-Partners
BIP.UN-T
Stephen Groff

This as a very opportunistic capital allocator. Instead of thinking of the actual assets, it is important to think of the people behind the assets. The management team is very good and rock solid, going around the world finding the best place to make money. They find areas of distress. Trading at a reasonable multiple of FFO, and more importantly they can take significant amounts of liquidity and deploy it into distressed parts of the market. Today one of them is the US energy sector and Brazil. Dividend yield of 5.9%.

Price:
$53.010
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-04-20 TOP PICK Reitmans--Canada--Ltd.--A-
RET.A-T
Benj Gallander

Lost $16.5 million last quarter. A big part of that was that they source a lot of their goods in the US, and have to sell them in Canada. When the Cdn$ got killed, that cost them a lot of money. The Cdn$ is coming back to some degree which will help. This past quarter their revenues were about even, but that is on 56 fewer stores. Same-store sales went up a couple of points. Internet sales went up 69%. A clean balance sheet. Dividend yield of 4.54%.

Price:
$4.410
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-04-20 TOP PICK United-Security-Bancshares-Inc
USBI-Q
Benj Gallander

A small banking company based in Alabama. This bank did not dilute during the recession, so they have just over 6 million shares outstanding. Insiders own a nice piece. They are profitable, not as much is they were, but that will go up. Thinks this could triple. Dividend yield of 0.97%.

Price:
$8.220
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
Yes
2016-04-20 TOP PICK Walgreen-Boots-Alliance
WBA-Q
Stephen Groff

CEO Stefano Pessina is a visionary, who is a key part of the transformation in US healthcare. It is all about taking costs out of the system, becoming more efficient, and recognizing that you can’t just rely on higher prices. They are taking their store network, driving costs out, and basically reinvesting that into a better experience. Dividend yield of 1.77%.

Price:
$81.130
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-04-19 TOP PICK Blackrock-Inc.
BLK-N
David Burrows

He likes equity markets and the bull market in the US going forward. Also, likes the secular trend and growth in the use of the ETFs. This one is the undisputed leader. $4.7 trillion in assets. Net inflows regularly. They have had about $100 billion in new assets come in the door in the last couple of months. Margins are growing. If you believe that markets can go higher, that is a growth in fees. If you believe they can grow new assets, that is a growth in fees. If you believe that ETF’s will take market share, that is a growth in fees. Has a 2.5% dividend yield that will grow at 12%-14% a year. Trading at 18X earnings.

Price:
$364.660
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-04-19 TOP PICK Chartwell-Seniors-Housing
CSH.UN-T
Christine Poole

The largest seniors housing operator in Canada. Provides a nice yield of 4%. This is an industry where there is good secular growth and tends to be not as cyclical. Sold off their US operations about a year ago, and redeployed that capital back into the US to grow their presence. Recently announced an acquisition of another retirement home and have been doing that for the last few months. They are slowly starting to increase their dividend. 16% of the population is 65 and older, and in 15 years, they estimate it will be 25%.

Price:
$14.040
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-19 TOP PICK Walt-Disney
DIS-N
Christine Poole

The stock has pulled back on concerns of ESPN and what is going to happen when we have skinny bundles. They have huge programming costs and pricing may come down. She thinks management will be able to work through this. Studio, another division, has great momentum right now with the Star Wars trilogy, and have a good portfolio of acquisitions they have made in that sector. Recently, Jungle Book has been released. They can feed these themes through their theme parks and resorts through their Consumers Products division. Also, Shanghai Disney opens later this year. Trading at a reasonable multiple. Dividend yield of 1.38%.

Price:
$102.640
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-19 TOP PICK Franco-Nevada-Corp.
FNV-T
David Burrows

His model took him out of gold in 2012, not to return until Jan/16. Started to see improvement in breadth. This company grew their ounces by 15% this year, a very difficult year. They became the financer of last resort for gold companies that wanted to finance, and get a royalty on all the gold those companies produce. One of the best performing stocks in the group.

Price:
$88.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-04-19 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
Christine Poole

The leading search engine company, and is really about online advertising. This garners a huge share of the search traffic. On online advertising, on a global basis, only about 35% is allocated within the overall budget, so she thinks there is good growth opportunity going forward and Google will garner a high share of that.

Price:
$776.250
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-19 TOP PICK Honeywell-International
HON-N
David Burrows

Industrials have come back really nicely, and this one has been a great company. They have grown their dividend 12% a year over the last 8-9 years. Growing their earnings at 12%-13%. They are in 3 major markets, smart automotive, smart home automation and aircraft monitoring systems. Dividend yield of 2.06%.

Price:
$115.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-04-18 TOP PICK Apache-Corp
APA-N
Hap (Robert) Sneddon FCSI

The company is working on being really nice and lean. They divested some holdings that they didn’t want and are going to be looking to acquire other companies.

Price:
$53.440
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-04-18 TOP PICK CASH
CASH
Keith Richards

(Top Pick Apr 20/15, Flat) He held 40% cash at the beginning of this year.  This market is going to be fairly volatile this year.  You have to be mobile and cautious.  Oil is still fighting the down trend.  We are not taking out the old high of $42.  It only lasted a day or two last time it tried.  Sooner or later it will break $42 but could return to the $30s in the mean time.  He recommends 40% cash again.  The market tends to go up in spurts and you could miss that.  There are downsides to holding cash.  You have to be cautious, watching for signals.  This is not a long term recommendation.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
BEARISH
Owned:
Yes
Showing 61 to 75 of 22,370 entries
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