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
2017-06-14 TOP PICK Apple
AAPL-Q
John O'Connell, CFA

About to go through a huge, huge upgrade cycle. Trading at about 16X forward earnings, which he feels is too low. They continue to be very innovative. The company’s strength is also its weakness. Its biggest weakness right now is Siri and the artificial intelligence. It’s very advanced artificial intelligence, but its ability to learn through machine learning is being retarded by having a closed ecosystem. Dividend yield of 1.7%. (Analysts’ price target is $161.50.)

Price:
$145.160
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-14 TOP PICK Altagas-Ltd
ALA-T
Bill Harris, CFA

Planning a big US acquisition and will take on a lot of debt. The market seems worried that they can’t beat the index by owning this over the next 18 months. It looks like they should be able to do the acquisition. The dividend yield is 6.9%, which he gets up front. If he is trying to beat an index, this is not good, but if he is just trying to make money, this is fantastic. (Analysts’ price target is $35.)

Price:
$30.050
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-06-14 TOP PICK Altagas-Ltd
ALA-T
John O'Connell, CFA

Subscription Receipt. This is a regulated utility. They made a big acquisition in the US. They issued these subscription receipts which pays a 7% dividend. If the deal falls apart, you get your money back. If the deal doesn’t close in a year, you get $31 plus your 7% dividend yield.

Price:
$30.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-14 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Bill Harris, CFA

As energy pulled off, he added to this in the last 48 hours. In a perfect world, he would have waited until it was in the low $30s. Likes the acquisition they’ve done. With the positive energy outlook, he thinks it will throw off fantastic amounts of money in a couple of year’s time. In this bad market, this is one he would add to. Dividend yield of 2.8%. (Analysts’ price target is $52.50.)

Price:
$37.360
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-06-14 TOP PICK Goldman-Sachs
GS-N
John O'Connell, CFA

This had a bad quarter and the stock fell 5%-6%. If anybody can make money in the financial world, these guys do it all the time. Balance sheet is twice as strong as it was at the time of the financial crisis. This is a bank that has the least exposure and problems with narrowing credit spreads. It has the best return on equity and the best growth opportunities. Trading at 11X earnings and has good growth prospects. Dividend yield of 1.3%. (Analysts’ price target is $250.00.)

Price:
$226.510
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-14 TOP PICK Roxgold-Inc
ROXG-T
Bill Harris, CFA

It is operating its mines. It has really come off. Thinks that this is really a great, long term entry point for it. They might also change their strategy and build this into a company, and that is what he is waiting on. (Analysts’ price target is $2.)

Price:
$1.130
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-06-13 TOP PICK American-International-Group
AIG-N
Barry Schwartz

Has a new CEO, a long-time industry veteran. The company is still having a tough time coming out of the financial crisis. Its focus in recent years has been cost cutting, working down debt, buying back stock, but it really hasn’t had much profitable growth. The new CEO is focused on profitable growth. This stock is so cheap, trading at .8X BV, where most of them are trading at 1.4X BV. There is no reason it can’t get it to that level. It is going to take time and could get ugly and messy, but he is willing to commit 3-5 years. If it happens, it will be a $100+ stock. Dividend yield of 2%. (Analysts’ price target is $70.50.)

Price:
$64.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-13 TOP PICK Walt-Disney
DIS-N
Barry Schwartz

This has the best CEO, who is locked up until 2018. The parks business is doing an amazing. Every year they raise ticket prices. They’ve improved margins. Just opened Avatar World. In 2019, they are launching the Star Wars Parks in both California and Florida. They have the best slate of movies, that they can merchandise with toys and video games. ESPN still generates billions in earnings. Thinks the stock is worth $135 today. Dividend yield of 1.4%. (Analysts’ price target is $124.)

Price:
$106.560
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-13 TOP PICK McDonalds
MCD-N
Cameron Hurst

What is neat about this story is that it is more defensive, but they are going through a technological change function right now, including moving into delivery. Valuation is a little rich, but well justified by the fundamental trends. Dividend yield of 2.5%. (Analysts’ price target is $155.)

Price:
$149.820
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-06-13 TOP PICK Rogers-Communcations--B-
RCI.B-T
Barry Schwartz

A new CEO with a terrific track record. Telus (T-T) is the breeding ground for smart capital allocation. This company has flatlined for years and has been a revolving door for CEOs. If it all works out, he thinks there will be a better cost cuts coming. There has been an improving focus on customer service. Feels the debt is now under control. He is pretty certain there is going to be a dividend increase in 2018. Dividend yield of 3%. (Analysts’ price target is $63.)

Price:
$62.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-13 TOP PICK Raytheon
RTN-N
Cameron Hurst

A defence stock which supplies a lot of missiles. They have the missile missile/defence cyber. Another thing he likes is that they are a subcontractor in a number of different industry segments, but not a dominant provider for any one project for the US government. Dividend yield of 1.9%. (Analysts’ price target is $173.)

Price:
$161.380
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-06-13 TOP PICK UnitedHealth-Group-Inc
UNH-N
Cameron Hurst

He likes its scale. It is the leader in every single group that it does business in. It has the widest geographic dispersion for its businesses. It is driving costs down for the government spend, which they badly need. Dividend yield of 1.6%. (Analysts’ price target is $194.)

Price:
$181.050
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-06-12 TOP PICK BCE-Inc.
BCE-T
Keith Richards

A defensive name, paying a fantastic dividend.  He is going to hold it for the summer in the equity portfolio and keep going in the income portfolio.  There is a flight to safety in the summer.  (Analysts’ target: $62.00). 

Price:
$60.600
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
2017-06-12 TOP PICK Birchcliff-Energy-Ltd.
BIR-T
Josef Schachter

A low cost natural gas producer. When this comes off the bottom, it does very well. In January of last year, it was trading at $2.84, and it went to just over $10. Thinks it probably backs off to below $6, and even below $5.50. Feels the company is going to do a 70,000 BOE’s a day this year and 80,000 by the end of the year. He has a $13 one-year target. Dividend yield of 1.7%. (Analysts’ price target is $11.50.)

Price:
$5.970
Subject:
ENERGY & ENERGY SERVICE STOCKS
Bias:
BEARISH on ENERGY
Owned:
No
2017-06-12 TOP PICK CASH
CASH
Keith Richards

He is 36% cash.  He is cautious.  He does not sell everything, but he under weights stocks.  He could get to 40% cash.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Yes
Showing 61 to 75 of 24,048 entries
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