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
2016-09-16 TOP PICK Imvescor-Restaurant-Group
IRG-T
William Chin

Operates a whole bunch of restaurant franchises, including Baton Rouge and Pizza Delight. They have about 220 restaurants throughout Ontario, Québec and Atlantic Canada. In 2014 they got a new CEO, who encouraged the franchisees to revamp their restaurants, put out new menus and new items on the menus. Traffic has been recovering very, very well. This is in the early innings of getting franchises. Good revenue growth and is a very cheap valuation in the restaurant sphere.

Price:
$3.110
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-09-16 TOP PICK Seven-Generations-Energy-Ltd
VII-T
Swanzy Quarshie

Still sees more upside in this story. It is a cheaper way to play gas, because at $50 oil essentially their gas “break even” is zero. For them, gas really is a by-product. As well, their gas is piped to Chicago, which makes her a little more comfortable than the gas that is in Western Canada. They bought Paramount’s assets. The company has an excellent track record of execution and there is more upside in terms of more upside in the drilling they are going to have on the Paramount lands. It gives them a lot of running room for future growth. A well priced story.

Price:
$30.620
Subject:
OIL & GAS
Bias:
BULLISH on ENERGY
Owned:
Yes
2016-09-16 TOP PICK Sleep-Country-Canada-Holdings
ZZZ-T
William Chin

This sounds gimmicky, but they are doing very well. 80% of their sales are mattresses, but they are now getting into duvets, covers and pillowcases, etc. Valuation is a little high, but profits and revenues are both growing at very healthy rates. Their competition is Sears Canada and Bay Canada, where you can go in and have a nap before anybody comes to help you.

Price:
$30.990
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-09-15 TOP PICK Apple
AAPL-Q
Paul Harris, CFA

To him, this has sort of gone ex-growth, not growing as quickly. IPhone 7 is not substantially different, but was incrementally different. He likes the stock because it is cheap. They have lots of cash and can put it to work with a higher dividend. Their services business is growing quite rapidly, so he can see better numbers on that side. Dividend yield of 1.97%.

Price:
$115.570
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-15 TOP PICK Cascades-Inc
CAS-T
Daniel Lloyd

It is a large free cash flow story.  It is at an inflection point.  There is still a lot of upside on this one.  We just saw a big increase in container board pricing in North America.  He thinks they will use their free cash flow to pay down debt.  He thinks at some point it could be taken over.

Price:
$11.880
Subject:
CANADIAN
Bias:
BEARISH on BONDS
Owned:
Yes
2016-09-15 TOP PICK CI-Financial-Corp
CIX-T
Daniel Lloyd

*Short* The new disclosure requirements about fees will crimp sales especially at companies where sales are weak like this one.  It is still a very expensive stock.

Price:
$25.010
Subject:
CANADIAN
Bias:
BEARISH on BONDS
Owned:
Yes
2016-09-15 TOP PICK Kraft-Heinz-Company--merged-
KHC-Q
Paul Harris, CFA

He really likes the story. This is a combination of Kraft and Heinz. They are a big cost cutter. Kraft was primarily a domestic company and Heinz was much more of a global distribution business, and they think they can take a lot of Heinz products and move through the global distribution so you can see some more top line growth. Thinks they will do another acquisition once they have digested this. Dividend yield of 2.69%.

Price:
$89.170
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-15 TOP PICK Nike-Inc
NKE-N
Paul Harris, CFA

They design shoes and sell athletic wear. The stock has moved sideways over the last little while. Trading at 25X earnings. Thinks it has had a rough ride over the last little while and should trade higher. It has a lot of opportunity on the e-commerce side. He is also looking at more growth in Asia and the emerging markets. Dividend yield of 1.15%.

Price:
$55.470
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-09-15 TOP PICK Transalta-Corp
TA-T
Daniel Lloyd

*Long* (Pairs trade with a short on TRP-T).  TA-T he was buying as long as a couple of days ago and TRP-T shorting the week before.  The ownership of TA renewable in TA-T is worth $7.70 of the share price.  At this point the rest of TA-T has a negative value.  TRP-T is incredibly expensive.  They have excessive debt.  They are about to cut the toll of their gas pipeline by 40% which is a major part of their revenue.

Price:
$6.010
Subject:
CANADIAN
Bias:
BEARISH on BONDS
Owned:
Yes
2016-09-15 TOP PICK Trans-Canada-Corp
TRP-T
Daniel Lloyd

*Short* (Pairs trade with a long on TA-T).  TA-T he was buying as long as a couple of days ago and TRP-T shorting the week before.  The ownership of TA renewable in TA-T is worth $7.70 of the share price.  At this point the rest of TA-T has a negative value.  TRP-T is incredibly expensive.  They have excessive debt.  They are about to cut the toll of their gas pipeline by 40% which is a major part of their revenue.

Price:
$61.490
Subject:
CANADIAN
Bias:
BEARISH on BONDS
Owned:
Yes
2016-09-14 TOP PICK Home-Depot
HD-N
Rick Stuchberry

A bet on the millennials and the demographics. These are great operators. As the millennials mature in, they are going to have to buy homes, and there is going to be a lot of demand come into this company. Dividend yield of 2.18%.

Price:
$126.260
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2016-09-14 TOP PICK ING-Groep-NV
ING-N
Rick Stuchberry

This is interesting. They had to get money from the Dutch government to survive. They took the money and then they did the consolidation before they were told to. They sold ING Direct in Canada and Voya Financial in the US, cleaned it all up and got in front of the curve, in front of the regulators. You now have a high-tech banking system. We are now starting to see some growth come in. Dividend yield of 4.4%.

Price:
$12.170
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2016-09-14 TOP PICK Intertape-Polymer-Group
ITP-T
Jim Huang

Manufactures tape, some for packing, some for student, some for industrial applications. What they have been doing in the last few years is trying to lower costs by building new plants and closing down old ones. The lower natural gas prices didn’t hurt them either. They have an under levered balance sheet which they are using to their advantage by either increasing payout or acquiring things. Recently acquired a small company in India. Dividend yield of 3.24%.

Price:
$22.800
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-09-14 TOP PICK Nike-Inc
NKE-N
Rick Stuchberry

An international, global brand. As emerging markets get money, they like to buy brand names, rather than generic names. This had a wonderful move in the last couple of years. It consolidates for a bit and then he thinks it will get another leg up. Dividend yield of 1.16%.

Price:
$55.130
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
Yes
2016-09-14 TOP PICK Transcontinental-Inc.--A-
TCL.A-T
Jim Huang

Somewhat volatile. If they have a bad quarter, the stock could check back 10%-15%, so you have to have a bit of a stomach for that. The dividend yield of 4% helps to make up for that. They have a lot of companies in the old business of printing, which is slowly decaying, but that is why it is trading at such a cheap multiple with such a good cash flow. Meanwhile they are reinvesting in a new higher growth business, and over time that should get much more dominant with much higher multiples.

Price:
$18.230
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
Showing 61 to 75 of 22,971 entries
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