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
2017-04-06 TOP PICK SPDR-Euro-STOXX-50-E.T.F.
FEZ-N
Stan Wong

When you look at Europe, ex the UK, this ETF tracks the largest 50 names in the euro zone. The euro stocks generally speaking are cheaper than the North American indices. Trading at 15X forward earnings, while the S&P 500 is trading at 18X.

Price:
$36.120
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-04-06 TOP PICK Ingersoll-Rand-Co
IR-N
Cameron Hurst

HVACs: residential and industrial.  They have done a great job.  They have re-domiciled.  2/3rds North American and 1/3rds international.  (Analysts’ target: $85.00).

Price:
$82.670
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-06 TOP PICK Visa-Inc.
V-N
Stan Wong

This dominates the global market for electronic payments. They account for 50% of all credit card transactions globally. As consumer spending globally continues to grow, this company will take share from cash and cheques. Dividend yield of 0.74%. (Analysts price target is $98.50.)

Price:
$89.090
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-04-05 TOP PICK CCL-Industries--B-
CCL.B-T
Brian Madden

In containers, plastics and packaging. Very profitable. It has grown earnings at a torrid pace, 40%+ compound growth rate over the last 5 years. Trading at about 20X earnings. They just closed on the acquisition of Innovia, which is quite profitable and has some very attractive segments such as polymer banknotes, which are very under penetrated globally at about only 3%. Dividend yield of 0.8%. (Analysts’ price target is $325.)

Price:
$286.700
Subject:
CANADIAN & FIXED INCOME
Bias:
BULLISH
Owned:
Yes
2017-04-05 TOP PICK Cameco-Corporation
CCO-T
Brian Madden

The real game changer in his view was when the OPEC cartel opted to take about 2 million barrels a day of global oil supply off the market to support prices. The Kazakhstan state owned mining company who controlled 30% of the global uranium supply, curtailed production by 10% in early January, and that immediately tightened the uranium market. The stock actually responded prior to that, so there might be some element of a Trump bump in there. Uranium prices have strengthened from $18 a pound to $23, and long-term prices are much higher. Dividend yield of 2.7%. (Analysts’ price target is $16.)

Price:
$14.600
Subject:
CANADIAN & FIXED INCOME
Bias:
BULLISH
Owned:
Yes
2017-04-05 TOP PICK Kelt-Exploration
KEL-T
Dennis da Silva

Liquids rich gas. A well-regarded management team. Impeccable track record of execution. They focused on acquiring their 640,000 acres through the downturn. They weren’t focused on costs and efficiencies yet. Thinks 2017 will be a critical year where they now refocus their attention on cost efficiencies and show people the prospectivity of the land. NAV is quite high and people were wondering when they were going to grow into that, and he thinks 2017 is the start of that. (Analysts’ price target is $8.75.)

Price:
$7.030
Subject:
CANADIAN RESOURCES
Bias:
UNKNOWN
Owned:
Yes
2017-04-05 TOP PICK Kirkland-Lake-Gold
KL-T
Dennis da Silva

This mines in Ontario and Australia. A $2.5 billion market cap and over 500,000-ounce producer. Main assets are underground in safe jurisdictions with significant exploration upside. They have 2 major cornerstone mines. Good management. Dividend yield of 0.4%. (Analysts’ price target is $12.50.)

Price:
$10.110
Subject:
CANADIAN RESOURCES
Bias:
UNKNOWN
Owned:
Yes
2017-04-05 TOP PICK New-Flyer-Industries-Inc.
NFI-T
Brian Madden

A great growth story. The dominant player in public transit, buses, as well as luxury motor coaches. 90% of revenue comes out of the US. They are also a growth by acquisition story. They de-levered substantially to the point where the balance sheet is now under levered, so he expects dividend growth. Expects they will also be a beneficiary of US infrastructure spending. Dividend yield of 1.93%. (Analysts’ price target is $56.)

Price:
$49.270
Subject:
CANADIAN & FIXED INCOME
Bias:
BULLISH
Owned:
Yes
2017-04-05 TOP PICK Torc-Oil--and--Gas-Ltd
TOG-T
Dennis da Silva

A big underperformer when compared to its peers, like a Whitecap (WCP-T), Bonterra (BTR-X) or a Surge (SGY-T). It has probably underperformed the group by at least 15%-20% in the last year, which makes no sense. A well-regarded management team. High margin, low cost oil producer. A very consistent performer. Dividend yield of 3.49%. (Analysts’ price target is $10.)

Price:
$6.820
Subject:
CANADIAN RESOURCES
Bias:
UNKNOWN
Owned:
Yes
2017-04-04 TOP PICK Bank-of-Montreal
BMO-T
Doug Grieve

Preferred Series V. A new issue that has just been trading for a few weeks. It does not have a floor feature, because banks are not allowed to do so. Has a 4.5% coupon.

Price:
$25.510
Subject:
PREFERRED SHARES
Bias:
UNKNOWN
Owned:
No
2017-04-04 TOP PICK Boyd-Group-Income-Fund
BYD.UN-T
Gerard Ferguson

In the auto repair collision business. Grows very strongly organically, but also much more M&A driven where they are constantly making acquisitions. Approximately 90% of revenue is from the US. They are kind of guiding that the next quarter is going to be a little weaker than expected, particularly coming off a very strong quarter last year. Valuation is not cheap anymore, but they have always continued to deliver. Dividend yield of 0.6%. (Analysts’ price target is $96.)

Price:
$85.310
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-04-04 TOP PICK Enbridge
ENB-T
Doug Grieve

Preferred Series V. This is a US$ one, but it gets the dividend tax credit. It has had a tremendous run, and he hasn’t sold a share.

Price:
$23.860
Subject:
PREFERRED SHARES
Bias:
UNKNOWN
Owned:
Yes
2017-04-04 TOP PICK Fortis-Inc.
FTS-T
Doug Grieve

Preferred Series H. Trading at around $16, and got really beat up on the downturn, but recently he has had a nice recovery. He chose this because he thinks rates are slowly going to rise.

Price:
$16.280
Subject:
PREFERRED SHARES
Bias:
UNKNOWN
Owned:
Yes
2017-04-04 TOP PICK New-Flyer-Industries-Inc.
NFI-T
Gerard Ferguson

This is in a longer-term theme that he is seeing in the US. There wasn’t a lot of spending in the infrastructure space in the US for a long time. There is a backlog of orders to go through. Dividend yield of 1.94%. (Analysts’ price target is $56.)

Price:
$49.350
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-04-04 TOP PICK Polaris-Infrastructure
PIF-T
Gerard Ferguson

A geothermal energy player in Nicaragua. New management and new capital came in, in 2015 and turned it into becoming a very efficient operation. They’ve continued to capitalize upon growth opportunities going forward. Some drilling plans they have are going to continue to grow their cash flow. Dividend yield of 4.41%. (Analysts’ price target is $23.)

Price:
$14.400
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
Showing 61 to 75 of 23,775 entries
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