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
2016-06-10 TOP PICK AGF-Management--B-
AGF.B-T
Jerome Hass

*SHORT* With the new disclosure rules coming into play on July 15, it is really going to hurt the mutual fund companies. There has been pressure on mutual fund fees and that is going to accelerate once the disclosure rules come into play. Also, ETF’s are going to continue taking market share away from mutual fund companies. Dividend yield of 6.25%.

Price:
$5.080
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2016-06-10 TOP PICK CAE-Inc
CAE-T
Bill Carrigan

Fundamentally, this is in the industrial space as well as in the aerospace space. The aerospace peers are doing well. As long as he can remember, the US has been at war with somebody. Technically, this has a long series of tops of around $15.50, and it has finally broken out. With this break out, he thinks this works higher. Once you start breaking out of all-time highs, there is no cap.

Price:
$16.440
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-06-10 TOP PICK Callidus-Capital-Corp
CBL-T
Jerome Hass

An asset backed lender who lends to distressed companies. A lot of their companies may be in bankruptcy, which obviously spooks a lot of people, so it is very easy to put a Bear case on this. He invests on the basis of risk versus return, not sentiment. Had a high in November/14 of about $22, went down to a low of $7. In December, at tax loss selling, it became his largest position. There is a substantial issuer bid backstopping it at $14. There is a normal course issuer bid who has said they are willing to pay as high as $16.50. They just bumped up the dividend 50% giving you a 6.8% dividend yield. There is a potential take out at year-end.

Price:
$14.880
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2016-06-10 TOP PICK Canadian-Western-Bank
CWB-T
Jerome Hass

*SHORT* His concern is driven by what happened with them in the last downturn. It took 8 quarters from the start of the last recession before impaired loans peaked, and 17 quarters to get down to the pre-recession levels. We are only 4 quarters into that, and he sees a tripling of their loan provisions coming forward, and another 3.5 years ahead. Dividend yield of 3.45%.

Price:
$26.550
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
2016-06-10 TOP PICK Major-Drilling-Group-International-Inc
MDI-T
Bill Carrigan

This is basically the canary in the mineshaft for the mining space. The miners have done really well, so this is the major way to play the recovery and resurgence of interest in the mining sector.

Price:
$7.010
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2016-06-10 TOP PICK BMO-Equal-Weight-Bank-ETF
ZEB-T
Bill Carrigan

The technical rule for him is that you cannot have a rising market without the leadership or participation from the financial sector, so he likes the banks. The banks have weathered well and have done well through all the past crises, and he thinks they can manage this one.

Price:
$23.240
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2016-06-09 TOP PICK Altagas-Ltd
ALA-T
Douglas Kee

Its peers are the pipeline companies and utilities, because this is a company that is kind of half and half. Has underperformed the other pipes in the last year or so. Their power side was hurt by low power prices, primarily in Alberta. The CapX program is not as well contracted as some of the other pipeline companies. That has hurt them. They are going to have good cash flow growth this year, of almost 20%. Have 3 Hydro projects coming on in BC. Also, have a gas processing plant coming on. They have a couple of gas processing plant proposals as well as a power plant proposal in California. Good earnings growth this year. He expects a dividend increase this year of 5%-6%. Dividend yield of 6.47%.

Price:
$30.600
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2016-06-09 TOP PICK LinkedIn-Corporation
LNKD-N
Michael Smedley

He bought because it had the most amazing 50% collapse due to caution in its growth.  It is the only Internet stock allowed to operate inside China.

Price:
$136.520
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-09 TOP PICK Manulife-Financial
MFC-T
Douglas Kee

This has been an underperformer versus the other insurance companies. The surprise this year is that they took a hit on their energy portfolio, that was some credit problems as well as an equity investment. Trading at BV and about 9.5X earnings. Inexpensive versus its peers. The longer-term outlook is that the traditional insurance business in North America is growing, and would grow a lot faster if interest rates went up. Has a good wealth management business that is growing. Also, have Asia which is a real attraction. Dividend yield of 3.39%.

Price:
$18.550
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2016-06-09 TOP PICK Napec-Inc
NPC-T
Michael Smedley

Covered by one analyst.  It is a turn around, re-org situation with a bright new management.  It is going to forge upwards.  It should start to move shortly.  He loves to believe he is the first investor.

Price:
$1.160
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-09 TOP PICK OTC-Markets-Group-Inc.
OTCM-N Unlisted
Michael Smedley

It is the descendant of the Pink sheets.  He has grouped platforms together under this name.  It is a very thin trader.  The owner has 40% of the shares.

Price:
$0.000
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-09 TOP PICK Shaw-Communication--B-
SJR.B-T
Douglas Kee

He owns all the telcos, because they all have good yields and reasonable dividend growth potential. This company is in a transition period where they bought Wind and sold their media. They could potentially spend $2 billion in the next couple of years on the Wind expansion, which could put a lid on their dividend growth over the next couple of years. Dividend yield of 4.8%.

Price:
$24.680
Subject:
CANADIAN DIVIDEND
Bias:
CAUTIOUS
Owned:
Yes
2016-06-08 TOP PICK Capital-Senior-Living
CSU-N
Colin Stewart

Has excellent demographics being a seniors’ home. Occupancy is close to 90%. Have been able to increase rates every year. They own 60% of the underlying real estate, and don’t have a lot of government pay business. 98% is private pay. Doesn’t pay out a dividend. Instead they reinvest their cash flow into the business, which has led to an above average growth rate. Have grown their cash flow per share at 20% per year for the last 5 years. Trades at a discount to some of their Canadian counterparts.

Price:
$19.250
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-06-08 TOP PICK Currency-Exchange-Intl.
CXI-T
Mike S. Newton, CIM FCSI

A more speculative name in that it doesn’t trade very regularly. They are in the foreign currency exchange products in North America. Has an online website and technology that the banks can use as well. They’ve been working on trying to get their Schedule 1 bank license, for the distribution of banknotes.

Price:
$26.150
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2016-06-08 TOP PICK Hormel-Foods-Corp
HRL-N
Mike S. Newton, CIM FCSI

This owns about 30 brands including Skippy peanut butter. They are getting into the healthier food. It came on his radar screen because of its really long ascent, a very low volatile name. It was up about 500% for about 10 years and the dividend rose 300%. Then it had a big pull back of about 25%. They reported and actually beat earnings 2 weeks ago. The street turned on them. Dividend yield of 1.68%.

Price:
$34.540
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
Showing 61 to 75 of 22,575 entries
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