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
2017-09-20 TOP PICK Apple
AAPL-Q
Zachary Curry

This keeps you in the eco system, which is extremely profitable for them. The apps and the music side is keeping you in there. The iPhone 8 and iPhone X should be positive heading into the holiday season. Also, it is not trading at an outrageous multiple. Dividend yield of 1.6%. (Analysts’ price target is $180.)

Price:
$156.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2017-09-20 TOP PICK Accenture-Ltd.
ACN-N
Zachary Curry

More and more people are moving to the Cloud and not knowing how to do it. Production for this company is helping companies do it. That will grow, grow and grow in his view. Has a huge cash horde, and are very good at integrating acquisitions. Sees it in the $150-$160 range in a year. Dividend yield of 1.8%. (Analysts’ price target is $138.)

Price:
$138.010
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2017-05-24 TOP PICK Altagas-Ltd
ALA-T
Zachary Curry

(ALA.R-T Subscription Receipts. 9/4/18.) This is part of a financing that was done in February in a deal to acquired WGL for $8.5 billion. This is scheduled to close in 2018, and subscription receipts are a way to play that. Should the deal fall apart, you get your money back. He looks at this as a “no lose” as you get close to 7% to wait.

Price:
$30.590
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-09-20 TOP PICK Altagas-Ltd
ALA-T
Zachary Curry

Subscription Receipts. They did a big deal with the WGL in Washington, and there is a bit of pressure there, but positive and the fact that you get your $31 back if the deal doesn’t work, and a 7% monthly income to wait. Dividend yield of 7.3%. (Analysts’ price target is $33.)

Price:
$28.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2017-03-16 TOP PICK AltaGas-Ltd
ALA.R-T
Zachary Curry

The company has just issued these Subscription Receipts for stocks, for a US acquisition they plan to do that should close in the 2nd quarter of 2018. There are a few worries where they have a big chunk of debt and some worries on the utility side. In his view, the debt levels will go down. If the deal doesn’t go through, the subscription receipt holders get their money back. This is trading at about $1 less then the common shares. Dividend yield of 7.1%.

Price:
$29.740
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-11-17 TOP PICK Amazon.com
AMZN-Q
Zachary Curry

No Dividend.  Cloud computing is a strong grower.  The Alexa device will allow you to yell at it that you need something and it will be delivered in one day.  The web services are a huge growth engine.  (Analysts’ target:  $940.37)

Price:
$756.400
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
Showing 1 to 15 of 24,514 entries
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