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
2014-07-10 TOP PICK Apple
AAPL-Q
Zachary Curry

Really positive on the stock. The split is helpful. New phone and potential new products. Generally thinks it is due for a good refresh cycle. Great balance sheet.

Price:
$95.035
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-01-13 TOP PICK Automotive-Properties-Real-Estate-Investment-Trust
APR.UN-T
Zachary Curry

Owns about 26 car dealerships in Canada. Have moved the land under some of those dealerships into this REIT. The land is on triple net leases, meaning the car dealership, not the REIT, pays the taxes, maintenance and utilities, and the REIT gets the income from that. Leases are 11 years at a minimum with an annual 1.5% rent escalator. Their debt to interest payments is around 3.5%, and the majority of their debt does not come due until after 2020. Dividend yield of 8.96%.

Price:
$9.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2015-01-19 TOP PICK BCE-Inc.
BCE-T
Zachary Curry

Reached another all-time high today. This is moving more towards content. Made the Astral Media acquisition which is a move towards mobile, and that will increase the wireless data. A defensive name for a potentially volatile market. Yield of 4.33%.

Price:
$57.050
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2016-08-23 TOP PICK Celgene-Corp
CELG-Q
Zachary Curry

A biotechnology company that is primarily focused on cancer research. They take positions in companies, watch them do the R&D, and then they capitalize further. They’ve made 2 acquisitions, one in the MS space. They have a based strip cancer drug and then little bolt on drugs that combine with the based for changes in chemotherapy treatments.

Price:
$114.010
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-01-13 TOP PICK Cerner-Corp.
CERN-Q
Zachary Curry

This is on the technology side, so he looks at it as the best of both worlds in technology and healthcare. There are government mandates in the US requiring companies and hospitals to adopt technology like this, in order to digitize records with more automation on payments and reimbursements, going from a fee from service to a fee for value. 14% revenue growth and 22% earnings growth annually over the past 10 years.

Price:
$58.330
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2016-04-05 TOP PICK Cerner-Corp.
CERN-Q
Zachary Curry

This is a technology company in the healthcare space. They are in the digitization of electronic health records. The US has mandated that they have to move from paper to electronic and the whole procedure can be complicated, but this company does it all.

Price:
$54.030
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
Yes
2016-08-23 TOP PICK Cerner-Corp.
CERN-Q
Zachary Curry

Their premise is basically digitizing health records. Demographically that is a good place to be. There are lots of doctors’ records that are either handwritten or digital in a format that is not compatible with others. There is a US law that says that by this year you have to have this and next year you have to have that, etc. It is a forced conversion to electronic data management and records. They’ve generated about 15% revenue growth and 20% earnings growth consistently. Over the past year they’ve moved from a one-time revenue recognition model to a subscription type model, and the stock really came off. It is now started to come back.

Price:
$64.600
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-05-13 TOP PICK Crescent-Point-Energy-Corp
CPG-T
Zachary Curry

Experienced management team. Dividend above 7% They made a purchase in Utah that he feels will be  good growth for them.

Price:
$38.110
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2013-08-21 TOP PICK Cisco
CSCO-Q
Zachary Curry

Basically the pipeline provider of web and infrastructure. Internet will grow more so on the mobile side and will need more backbone to fulfill faster speeds and more demand. This company provides that equipment. Strong management. Good dividend of 2.79%.

Price:
$24.070
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-05-19 TOP PICK Cisco
CSCO-Q
Zachary Curry

This is like the pipeline of the internet. You have the infrastructure as the backbone, increased wireless growth, and they got to build the routers, switches and systems for that transmission to take place. Technology is one of the better valued sectors, so you have great valuation and a super cash positioning, with a strong management team. The other side that is really positive is that you have software, (security and service) that is outpacing the traditional products growth. This will give more consistent revenue growth, margins could improve, and that improvement could ultimately come back to shareholders. Yield of 2.83%

Price:
$29.735
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-30 TOP PICK Cisco
CSCO-Q
Zachary Curry

Whether it is Facebook, Google, YouTube, etc. the backbone of the Internet needs to be there, and this is the best provider. One really neat avenue is that they are going to get into the server side of things, where they are going to their customers saying they will build it, service it and clip the recurring revenue on that service contract. Yield of 2.97%.

Price:
$28.300
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-21 TOP PICK Concordia-Healthcare
CXR-T
Zachary Curry

Unfortunately, this gets compared with Valeant (VRX-T). They are not as dependent on price increases. The negative is that they did bite off a big chunk of debt to buy AMCo. Last quarter was the 1st full quarter with AMCo in their results. The numbers were okay and the margins were good at close to 80%. If they can demonstrate that they are going to take the free cash flow and pay down debt, that is going to be a great thing. Dividend yield of 1.33%.

Price:
$29.600
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-04-01 TOP PICK Walt-Disney
DIS-N
Zachary Curry

There has been a lot of capital expenditure over the past few years through building theme parks, investing, buying Lucas film, etc. His view is that this is going to pay off over the next 1-3 years. CapX should stop and they will reap the rewards. There should be additional funds for shareholders. Best of breed and great management team. Dividend yield of 1.09%.

Price:
$105.440
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-05-19 TOP PICK Walt-Disney
DIS-N
Zachary Curry

Not only do you have the one Star Wars, you have 2 other additionals. You get things like the Avengers and some of the real franchise positions. The real positive with this company is that they really get it all across the board. They have been spending like crazy on the theme parks which are finally coming to fruition. When it comes to re-releasing it on DVD or via the internet, they control it. Yield of 1.04%.

Price:
$110.560
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-07-30 TOP PICK Walt-Disney
DIS-N
Zachary Curry

Best in class. Have been spending a lot of money in the last 3-4 years, and feels they are going to stop spending and be able to reap the rewards. They are going to be able to increase the cash flows through their theme parks and Star Wars, and hopefully return some of that to their shareholders. Dividend yield of 1.1%.

Price:
$120.030
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 22,959 entries
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