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
2003-06-13 TOP PICK Berkshire-Hathaway-Inc.--B-
BRK.B-N
Brian Milner Incredibly well run company. Price:
$2450.000
Subject:
NOT APPLICABLE
Bias:
UNKNOWN
Owned:
Unknown
2001-03-29 TOP PICK Berkshire-Hathaway-Inc.--B-
BRK.B-N
Jonathen Wellum, B. Comm, B. Sc A disciplined management. A lot of cash so will be able to buy low. Price:
$2115.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on FINANCIALS
Owned:
Unknown
2017-06-21 TOP PICK Priceline.com-Inc.
PCLN-Q
Andy Nasr

A good example of a stock that will benefit from a lot of technology trends of more and more people doing things online. 30% of travel bookings are done online right now, still a relatively low number. The industry is dominated by 2 players, Priceline and Expedia. The estimated P/E of 42X is way too high. Next year’s estimates are closer to 21X, and if you strip out cash, it is actually below 20X. They are going to be able to grow through acquisition, which they’ve done a good job of. (Analysts’ price target is $2040.)

Price:
$1867.780
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-12-20 TOP PICK Priceline.com-Inc.
PCLN-Q
Barry Schwartz

This company has such a huge runway of opportunity. Only 35% of all travel bookings are done online, and the rest are done through travel agents. This company makes most of its money, not in North America, but in Europe and Asia. It only has a 10% market share of online bookings. A fast growing company, 15%-20% revenue growth, and trading at a reasonable valuation. A stock that could benefit from a repatriation of capital, as it has over $10 billion of cash offshore. No dividend. (Analysts’ price target is $1733.74.)

Price:
$1502.250
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2015-11-02 TOP PICK Priceline.com-Inc.
PCLN-Q
David Burrows

The consumer is strengthening due to low oil prices and the first thing they are doing is spending more money on travel.  Online is taking a larger and larger share of the revenue.  This one has a dominant position in Europe.  It has a growing piece of a pie in a growing market.

Price:
$1467.190
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2016-08-03 TOP PICK Priceline.com-Inc.
PCLN-Q
Gordon Reid

One of the most successful companies on the exchange. It has done extremely well through the years, and continues to do so. An online travel company, and owns booking.com, open table, Kayak. Very, very successful and high growth. Gross bookings rise anywhere from 25% to 30% year-over-year on a quarterly basis. He is looking for about $67 a share in earnings this year, and probably at $80 for next year.

Price:
$1371.140
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-03-23 TOP PICK Priceline.com-Inc.
PCLN-Q
Gordon Reid

He chose this because of what happened in Belgium in the last couple of days. This always trades off on these terrorists’ events. It is a fact that people will continue to travel, and this company will continue to do well. Trading at about 19X this year and about 18X next year. They have layered on internet options such as Booking.com, OpenTable for dinner reservations, Kayak for flights.

Price:
$1306.110
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2015-11-27 TOP PICK Priceline.com-Inc.
PCLN-Q
Gordon Reid

A high beta stock, which means it moves the market, so is relatively volatile. If you stay with it long term, it does very well. This is in the Internet space, but in the Internet travel space. They own Booking.com, Kayak and Open Table. Growing gross bookings in the high 20%. This is an opportunity because with the unfortunate events in Paris and terrorism on everybody’s mind, the fear is that travel will be a little more subdued. However, historically, drivers have a great propensity to take on greater risk to get what we want.

Price:
$1244.990
Subject:
US EQUITIES
Bias:
BULLISH on US MARKET
Owned:
Yes
2015-07-22 TOP PICK Priceline.com-Inc.
PCLN-Q
Gordon Reid

An online site for booking travel and they have hundreds of thousands of relationships with hotels globally. Last quarter they grew international bookings at 29% year-over-year. It is still growing extremely robustly. Currently trading at about 18X this year’s earnings. He is expecting $65 of earnings per share this year.

Price:
$1233.970
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 TOP PICK Priceline.com-Inc.
PCLN-Q
Barry Schwartz

This is getting absolutely decimated today. They get 75% of their revenues from Europe. Their biggest entity is Booking.Com, a wonderful, wonderful company and benefits from the network affect. They have the most hotels and they are smart operators. A beautiful balance sheet that generates gobs of free cash. Unbelievable margins. Anything exposed to Europe right now is getting his head handed to it, but this is a wonderful buying opportunity.

Price:
$1232.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-01-05 TOP PICK Priceline.com-Inc.
PCLN-Q
David Baskin

People want experienced now, not objects.  This one has a PE of 15.  The 4-digit price scares some people.  He thinks it will get to $100 profit per share in the next 3 years.  Huge margin business with 70% gross margins.

Price:
$1210.690
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-03-19 TOP PICK Alphabet-Inc--C-
GOOG-Q
Gordon Reid

Has done very well from a price standpoint. Has kept up in terms of fundamentals. Going to earn somewhere in the area of $50 a share this year. Not inexpensive, but growing very nicely at around 20% on both the revenue line and the earnings line. The story here is the mobility aspect.

Price:
$1199.250
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2014-11-03 TOP PICK Priceline.com-Inc.
PCLN-Q
Gordon Reid

Expecting $65 a share in earnings next year. Reporting tomorrow morning at 7 AM, and he expects good things. They are growing their gross bookings in the high 20% range.

Price:
$1198.520
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2014-09-11 TOP PICK Priceline.com-Inc.
PCLN-Q
Teal Linde

Booking.com is one of their divisions.  600,000 booking per night around the world.  Growing at 26% and trading at 23 times earnings.  A virally expanding company.

Price:
$1176.850
Subject:
NORTH AMERICAN
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2014-04-30 TOP PICK Priceline.com-Inc.
PCLN-Q
Gordon Reid

(A Top Pick April 11/13. Up 55.85%.) You have to distinguish between price and value. First bought the stock in 2005 at $19 and sold it in 2010 for $243 and then re-entered a year or 2 ago at $680-$690. When he first bought the stock in 2005, it was trading at about 27X earnings and today it is trading at about 18X expected next year’s earnings. Metrics are just outstanding with last quarter’s gross bookings up 39% and earnings were up 31%. They have 420,000 hotels worldwide signed on to their website.

Price:
$1157.750
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 24,272 entries
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