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
2017-02-17 TOP PICK Fortis-Inc.
FTS-T
Christine Poole

She likes it for the income, growth and the defensive nature of the business.  They just bought ITC corp. which is out of the US and expands their presence there.  ITC is a regulated electric utility.  Over 60% of FTS-T’s earnings are going to be coming from the US now.  They have good visibility post- the acquisition to grow their dividend 6% per year until 2021.  It has lagged the market, so all in, you should get 12% on this name. (Analysts’ target: $48.55).

Price:
$43.200
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-17 TOP PICK Johnson--and--Johnson
JNJ-N
Christine Poole

They have done well in the pharma side.  They just announced the acquisition of a Swiss based pharma company.  They grow organically also.  They have identified about 10 products they are going to launch in the next three years that have about $1 Billion each.  They trade at 16 times earnings and have increased their dividend for 54 consecutive years.  (Analysts’ target: $126.32).

Price:
$118.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-17 TOP PICK Wajax-Corp
WJX-T
Hap (Robert) Sneddon FCSI

They have three divisions. Industrial components, power systems and equipment.  They have had a huge run up based on earnings.  They report in a couple of weeks.  It may be necessary to sell after that.

Price:
$23.700
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2017-02-17 TOP PICK SPDR-Utilities-E.T.F.
XLU-N
Hap (Robert) Sneddon FCSI

If we think inflation is coming we should see that 10 year north of 3%, but it is not.  We broke above the $49 level.  There are a lot of buyers in there.  It is one of the strongest sectors.  If the 1 year gets above 2.6% then you have broken the theme.

Price:
$49.570
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2017-02-17 TOP PICK SPDR-Health-Care-E.T.F.
XLV-N
Hap (Robert) Sneddon FCSI

Just the big names in US healthcare.  We have seen the bottom in here.  It is one of the strongest sectors out there right now.  We saw some rotation last week.  It is in a secular bull market and we are at the beginning of it.  It has a really good valuation.  The political football that it has been is going to die down.

Price:
$73.660
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2017-02-17 TOP PICK Xylem-Inc.
XYL-N
Christine Poole

They are in the business of transportation, testing and treatment of water.  Drinkable water is a very scarce commodity.  21% of revenues are from emerging markets.  They are trying to give people access to sanitation.  In the US there is a lot of overhaul required on the existing systems.  In 2012 state governments cut back because there was no funding.  XYL-N also have exposure in the UK.  They just acquired a smart metering company and will do some cross selling.  (Analysts’ target: $54.00).

Price:
$47.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-02-16 TOP PICK Canadian-Apartment-Properties
CAR.UN-T
David Baskin

Canada’s biggest land lord.  They are opening up frontiers in Europe.  It is a wonderfully run company.  Very nice distribution.  Very solid balance sheet.  (Analysts target: $33.15).

Price:
$31.910
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-02-16 TOP PICK Centric-Health
CHH-T
Fabrice Taylor

One division does private surgeries that are not covered by healthcare.  Every year they cut more and more services from provincial plans so there are more and more opportunities to use their services.  The other division is an industrial pharmacy that services businesses like seniors homes.  It is a turnaround story.  They used to have a lot of debt, but margins have improved.  He is impressed with management.  The stock has positive tailwinds and it is a turnaround story.  (Analysts’ target: $1.02).

Price:
$0.790
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2017-02-16 TOP PICK CVS-Health-Corp
CVS-N
David Baskin

They have a huge platform of pharmacies in the US, pharma benefits management and home healthcare.  The baby boomer generation is not going to suddenly not need their pills any more.  It is very cheap right now.  (Analysts’ target: $86.34).

Price:
$79.450
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-02-16 TOP PICK Walt-Disney
DIS-N
David Baskin

They own some of the best production studios there are as well a tremendous intellectual library with every old movie in the world.  They also have ESPN, which was the major question mark. They have mobilized that.  They also have cruise lines and theme parks. This is where millennials are spending their money.  (Analysts’ Target: $116.29).

Price:
$110.710
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-02-16 TOP PICK Polaris-Infrastructure
PIF-T
Fabrice Taylor

Geothermal energy in Nicaragua.  They have a fantastic PPA with the grid operator there.  They pay a dividend and have raised it twice in the last few months.  They pay in US$.  There is upside in the form of higher production.    There is a chance you might get a bid from a bigger operator.  (Analysts’ Target: $22.33).

Price:
$15.920
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2017-02-16 TOP PICK Red-Eagle-Mining
R-T
Fabrice Taylor

Just commissioning a mine in Columbia that should be producing soon.  It is a re-rating story; currently only at 2 or 3 times 2018 earnings because investors have not bought into the story.  You will get a rising multiple and some upside form rising gold prices.  Risk will come down in the near term.  (Analysts’ target: $1.31).

Price:
$0.840
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Yes
2017-02-15 TOP PICK Cascades-Inc
CAS-T
Colin Stewart

They have 2 core businesses, tissue and container board. He likes the container board side in particular because of the growing economy where people are shipping more things in boxes. It is a fairly tight market right now for container board and there have been price increases in the last couple of days. As more and more online shopping occurs, that is going to lead to more things shipped in boxes. Trading at only about 5.5X enterprise value to EBITDA. Dividend yield of 1.15%. (Analysts’ price target is $14.60.)

Price:
$13.900
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-15 TOP PICK Gluskin-Sheff-and-Associates
GS-T
Brian Madden

An asset manager that operates in the high net worth space. The demographics are great. Family assets are growing more quickly than lower net worth households. Also, client relationships tend to be longer-term and stickier, due to the nature of the services offered. The stock is discounted because of long-term litigation with the founders, which is likely to get cleared up later this year. Dividend yield of 5.27%. (Analysts’ price target is $19.67.)

Price:
$18.990
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-02-15 TOP PICK Imvescor-Restaurant-Group
IRG-T
Colin Stewart

Their brands include Pizza Delight, Baton Rouge, Scores, etc. Mainly in Québec. Recently made an acquisition of a breakfast chain, Ben & Florentine. They don’t actually own or run the expenses of the restaurant, but take a royalty off the top line. There is a lot of free cash flow. Trades at half the valuation of a Freshii. Dividend yield of 2.69%. The new CEO has been reinvesting in the business. They are on the hunt for more acquisitions. A cheaper way to play the restaurant business in Canada. (Analysts’ price target is $3.88.)

Price:
$3.330
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 23,537 entries
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