stockchase picture

Compiling comments that experts make about stocks while on public TV.

Recent Top Picks

Date Signal Company Expert Opinion Price
2014-10-09 TOP PICK Home-Depot
HD-N
David Burrows

Consumer theme.  Natural tailwind, immune to disruption from e-commence.  They have expanding margins (10-12%)  Friendly to shareholders. Returning capital and buying back stock.  Dividend went way up, but it is costing them less to pay it because they bought back so many shares.  Almost all revenue from Canada and US.

Price:
$93.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US MARKET
Owned:
Yes
2014-10-08 TOP PICK Agrium
AGU-T
Michael Sprung

Under $100, this is definitely a good Buy. They have been affected by slowing economies and low crop prices have been postponing some purchases. The most diversified of the fertilizer companies in Canada. Dividend yield of 3.54%.

Price:
$96.080
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-08 TOP PICK Bank-of-Nova-Scotia
BNS-T
Michael Sprung

This is the most diversified international Canadian bank. They have operations in the Caribbean, South and Central America. Has always been a very well managed bank from a credit perspective. All of the banks have pulled back a little. 3.9% yield. Thinks earnings over the next couple of years are going to go over $6 a share. This is at a very reasonable price and he is expecting 10X future earnings in a couple of years.

Price:
$69.150
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-08 TOP PICK CASH
CASH
Benj Gallander

He does most of his buying in November and December. For people who like the contrarian method that he uses, that is a great time to pick up bargains. He likes having the cash horde ready so that he can put it on the table and buy the bargains when they appear.

Price:
$0.010
Subject:
CONTRARIAN INVESTING
Bias:
SELECTIVE
Owned:
Yes
2014-10-08 TOP PICK Harmony-Gold-Mining-Co-Ltd
HMY-N
Benj Gallander

This is in South Africa and there are union problems. Their cost of production is about $1275, which is higher than the current cost of gold. They have 10 underground mines and one above ground. Have been around for a long time and management is very, very experienced. They’ve been cutting costs. They produce over 1 million ounces a year. Trades at a third of BV without any good will. Feels it has a good chance of recovery with upside potential. He has a Sell target of $16+. Gold is a very contrarian space right now and he could see adding another 1 or 2 gold stocks before the end of the year.

Price:
$2.130
Subject:
CONTRARIAN INVESTING
Bias:
SELECTIVE
Owned:
Yes
2014-10-08 TOP PICK Iteris-Inc
ITI-A
Benj Gallander

Traffic management solutions. We need more traffic planning. There is more and more traffic. A negative is that the NYSE market has cited the company and has said they have to get their financial statements up-to-date, because in March they were behind in their filing. That should happen this month, which should give the company a boost. Their plan was approved in terms of becoming compliant again. Insiders own about 28%. They are profitable year after year. His initial sell target is $3.49.

Price:
$1.640
Subject:
CONTRARIAN INVESTING
Bias:
SELECTIVE
Owned:
Yes
2014-10-08 TOP PICK Suncor-Energy-Inc
SU-T
Michael Sprung

Canada’s largest integrated oil/gas company. With energy being hit the way it has, this is a really good opportunity to step in. We are going to see some cash flow estimates come down, but nonetheless, this company should be earning around $5 or $5 plus cash flow over the next couple of years. A very inexpensive stock. You are getting the benefit of both the upstream and the downstream operations. Dividend yield of 2.99%.

Price:
$38.240
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-07 TOP PICK Emerson-Electric
EMR-N
Christine Poole

A very well managed diversified, industrial company. About 44% of their revenues are in North America and the rest are in Europe and Asia. Their products and services measure, regulate, monitor and automate various manufacturing processes across various end markets and industries. They provide power distribution and power generation to data centers, any sort of environment that needs un-interruptible power sources. Good management. Increases their dividends every year. Dividend yield of 2.82%.

Price:
$61.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-10-07 TOP PICK Enbridge
ENB-T
Christine Poole

Stock has pulled back by about 8%. They have very good earnings visibility on projects that they have in their $33 billion secured backlog with long-term contracts in place. With that backlog, they have now extended their 10%-12% compounded annual growth EPS out to 2018. Along with that, dividend increases, at a minimum, are going to be at the same pace.

Price:
$51.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-10-07 TOP PICK Manulife-Financial
MFC-T
Christine Poole

Part of her investment thesis on this is that interest-rates are going to go up, which will help this company’s investment portfolio. The fallout from the 2008-2009 collapse is largely behind them now. The new CEO seems to be relatively more conservative than the previous one. Increased their dividend by 19% last quarter. Acquired Standard Life which will expand their presence in the low volatility business and gives him a good share in Québec. There will be some cross-selling of product later this year or early next year. Dividend yield of 2.92%.

Price:
$21.240
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-10-07 TOP PICK Magna-Int-l.--A-
MG-T
Rob Stabile

What caught his attention was the recent selloff. Market started selling off and Ford (F-N) had some negative news as well as some investigation into some of the Brazilian operations. Brazil is a small part of their business and the automobile volumes are still robust. This is a world-class business. Dividend yield of 1.55%.

Price:
$104.760
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-07 TOP PICK RMP-Energy
RMP-T
Rob Stabile

Have some very prolific wells and are some of the best that are drilled in Alberta in the last year. They spin off significant amounts of cash flow right away, so the paybacks are very rapid. In a choppy oil price market, they are still going to generate significant cash flow. Basically debt-free at the moment.

Price:
$6.280
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-07 TOP PICK Tri-Point-Homes--|Inc
TPH-N
Rob Stabile

This is now one of the top 10 homebuilders in the US. Have a great management team. Very under covered. Just put out their 1st consolidated earnings guidance for 2015. Has a large inventory of high-quality building lots concentrated in California and Colorado.

Price:
$13.420
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2014-10-06 TOP PICK Aon-Corp.
AON-N
Mike MacBain

Long AON Senior Unsecured Debentures 4.760%, Short Government of Canada 1.25% of March 2018.  Likes the company because it is a very highly rated investment grade bond, the only one they have in Canada.  A strong company with good credit that generates stable earnings and has good growth potential.  Bond trades at a higher spread than all their other bonds.(Stock price will not match as this is a bond.)

Price:
$87.270
Subject:
FIXED INCOME
Bias:
CAUTIOUS on BONDS
Owned:
Yes
2014-10-06 TOP PICK Google
GOOGL-Q
Zachary Curry

A great company. The cash flow that is coming out of them is fantastic. It allows for investing in other sectors. The transition to mobile has been wonderful. Super balance sheet. Management team has been consistent. They have lots of new developments. This is going to be one of the game changers as it has been in the past.

Price:
$587.780
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
Showing 61 to 75 of 20,117 entries