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
2017-09-25 TOP PICK iShares-MSCI-Europe-Financial
EUFN-Q
Tyler Mordy

It feels weird to recommend European banks, but there are limits to linear thinking, and things can change. Europe, arguably, is much earlier in the economic cycle than the US. Importantly, credit markets are fine and confidence is up.

Price:
$22.980
Subject:
ETF's
Bias:
CAUTIOUS ON US MARKET
Owned:
Yes
2017-09-25 TOP PICK iSHARES-MSCI-Sweden-ETF
EWD-N
Tyler Mordy

Sweden is a country with less than 10 million people, but incredibly geared towards the global economic cycle. If you believe we are in this mild, synchronized global upturn, then you want a very highly industrialized nation, geared towards a global recovery. Sweden accomplishes that. Bloomberg just put out their index and said Sweden ranked 2nd in the Innovation Index.

Price:
$35.490
Subject:
ETF's
Bias:
CAUTIOUS ON US MARKET
Owned:
Yes
2017-09-25 TOP PICK Goodfood-Market-Corp.
FOOD-T
Stephen Takacsy, B. Eng, MBA

They have about 40% of the market.  They disclosed there are up to 31k subscribers.  They just went public in June.  They are full of cash and now increasing their distribution facility in Montreal 10 fold.  They will open a facility out west next year.  It would make sense for a large grocer to acquire this one to get into the business of direct delivery to the home.  They have great management.  (Analysts’ target: $2.63).

Price:
$2.480
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2017-09-25 TOP PICK Pure-Technologies-Ltd
PUR-T
Stephen Takacsy, B. Eng, MBA

An infrastructure play.  They provide services and equipment to inspect waste water, oil and gas pipes.  It was overvalued for many years.  They had had some integration issues with acquisitions.  Margins are growing and costs are under control.  (Analysts’ target: $6.50).

Price:
$5.370
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2017-09-25 TOP PICK Rogers-Sugar-Inc
RSI-T
Stephen Takacsy, B. Eng, MBA

The new CEO wants to implement a growth strategy.  They just acquired a Maple Syrup products exporter, the biggest in the world.  You should see a re-rating of the stock to a growth stock.  (Analysts’ target: $7.00).

Price:
$6.330
Subject:
CANADIAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2017-09-25 TOP PICK SPDR-Financial-E.T.F.
XLF-N
Tyler Mordy

The pillars of Trump’s platform had infrastructure, lower taxes and reduced regulations. It is pretty clear that infrastructure and lower taxes is going to be, if ever, some time in the future. However, reduced regulations is something that can be done. They said that regulations don’t necessarily have to change the laws, they just have to reinterpret existing laws. Trump’s overall impact on the global economy won’t be as large as people had thought, but his sectorial impact will be massive. Banks are incredibly under owned and under loved, and extremely oversold.

Price:
$25.400
Subject:
ETF's
Bias:
CAUTIOUS ON US MARKET
Owned:
Yes
2017-09-22 TOP PICK Bank-of-America
BAC-N
Paul Harris, CFA

Owns 10% of deposits in the US, so they could grow through retail acquisitions. However, they are going to grow by organic growth. They have a great retail franchise and great asset management, brokerage and investment banking business, a well-rounded company. Trading close to BV, which he thinks is going to go up to $26.66 next year. The intrinsic value is somewhere around $38-$40. Dividend yield of 1.9%. (Analysts’ price target is $27.)

Price:
$25.020
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-22 TOP PICK CASH
CASH
Don Vialoux

Holding cash until the middle of October makes sense, because that is when all the economically sensitive sectors turn positive. Wait until that time before using your cash.

Price:
$0.010
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-22 TOP PICK Cenovus-Energy
CVE-T
Paul Harris, CFA

There was the crash in oil prices, and this company didn’t restructure as fast as everybody else, and got really hurt. Recently did a very big acquisition and had to issue a bunch of shares, and the stock has fallen even more. This is probably the time to own the stock because of new management coming in, who will probably exit some businesses allowing them to pay down some debt. Dividend yield of 1.6%. (Analysts’ price target is $13.)

Price:
$12.690
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-22 TOP PICK Inter-Pipeline
IPL-T
Paul Harris, CFA

Not a cheap stock, but a great story and pays a great 6.7% dividend yield. Has fallen off because of some issues with interest rates going up, and this is more of a utility stock. (Analysts’ price target is $29.)

Price:
$24.240
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-22 TOP PICK Global-X-Fertilizers-ETF
SOIL-N
Don Vialoux

Historically, this has done well from September through to around the 1st of the year. It just had a nice break out recently. It is establishing an upward trend, so the technicals are positive. Seasonally, this continues through until January.

Price:
$10.180
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
No
2017-09-22 TOP PICK BMO-Equal-Weight-Bank-ETF
ZEB-T
Don Vialoux

Historically, banks have had 2 periods of seasonal strength. One of them is right around now through until the end of November. Bank CEOs love to give you good news as you get into the 4th quarter, when they release their results. Technically, it looks like we have started into seasonal strength right now.

Price:
$27.610
Subject:
SEASONAL & TECHNICAL
Bias:
UNKNOWN
Owned:
No
2017-09-21 TOP PICK Bank-of-America
BAC-N
David Burrows

It is a more domestically focused bank.  40% of business is from corporate and consumer banking.  20% of revenue is from wealth management which they have done a good job with.  Business conditions are improving in the US.  Higher interest rates are going to give them the ability to make a better interest margin.  ROE could go from 7 to 10%.  It is trading at 1 times its book value vs. 3 for norms and for Canadian banks.  (Analysts’ target: $27.00).

Price:
$25.160
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-21 TOP PICK Caterpillar
CAT-N
David Burrows

It has done well through a difficult period.  80% of the revenue from that sector was just replacement parts.  This equipment wears out and has to be replaced and maintained.  It has the fastest earnings revisions of any S&P company.  (Analysts’ target: $125.00).

Price:
$124.790
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-21 TOP PICK DowDuPont-Inc.
DWDP-N
David Burrows

The largest chemical company in the world.  They may break up into three to unearth more value.  They are completely attached to the global economy.  There are billions in savings they can generate in the next couple of years to generate a much better return on their assets.  It just continues to unfold.  (Analysts’ target: $79.00).

Price:
$70.320
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 24,406 entries
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