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
2016-12-02 TOP PICK Badger-Daylighting
BAD-T
Fabrice Taylor

Oil and gas activity is only about 40% of their business. That 40% should probably grow because we are seeing more activity. Their construction business is pretty steady at this stage. Also, there is a different angle on this. There is a massive Short position with 37 million shares outstanding, and 10 million of them are sold Short. Every day that the stock goes up, there is more agony for them. There are not a lot of Sellers, because it is very institutionally held. Dividend yield of 1.23%. With any luck, the stock could go to $40. (Analysts’ price target is $31.74.)

Price:
$32.300
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-12-02 TOP PICK BCE-Inc.
BCE-T
David Cockfield

Good company, good dividend, good yield, solid record, and the stock has come off almost 10%. This gives you a yield and a tax dividend credit that you can’t get anywhere in the fixed income market. A safe stock. Dividend yield of 4.76%. (Analysts’ price target is $62.39.)

Price:
$57.370
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-12-02 TOP PICK Ceapro-Inc.
CZO-X
Fabrice Taylor

A biotech company, but they produce materials from oats. CEO is very impressive. Biotechs sometimes scares people, because they think they don’t make any money. This one actually makes money and is very profitable. They do 70% gross margins. Trading at about 12X earnings, and yet there is significant upside. The new plant can do 10X the revenue they currently do, so there is no CapX. As they fill the capacity use in that plant, it is going to be a free cash flow play. They are also testing different uses for the compound. Currently being used by Aveeno, but are also doing trial testing for combating high cholesterol. You are getting the stock for a very low multiple. Has $10 million cash in the bank.

Price:
$1.420
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-12-02 TOP PICK Colabor-Group-Inc.
GCL-T
Fabrice Taylor

This is a food distributor, and is a turnaround idea. In a turnaround, there are a few things he likes to see. 1.) It should be a really simple business, because he doesn’t want some tech company that could be supplanted by something else. The company distributes food to restaurants and grocers, very simple and easy to understand. 2.) He also likes a long history, because then you could look at past financials and figure out where it might go. The stock price used to be much higher, $12, and now $1. 3.) 3.) Signs of improvement. Their business got hurt because they acquired debts, bought businesses, and didn’t pay attention to their margins which got crushed. We have now seen 2 quarters of improving margins. There has been a rights issue to fix the balance sheet to pay off some debt. They brought in an insider, someone with an impeccable 25-year track record in that business, which put $5.5 million of his own money into the rights issue. (Analysts’ price target is $0.95.)

Price:
$1.380
Subject:
NORTH AMERICAN - SMALL
Bias:
UNKNOWN
Owned:
Yes
2016-12-02 TOP PICK Toronto-Dominion
TD-T
David Cockfield

He was a little disappointed in their last result. The Canadian results were a bit soft. His disappointment was that the US numbers weren’t better, but thinks they are going to get better. The US regulatory climate looks like it is going to get better. Dividend yield of 3.47%. (Analysts’ price target is $65.43.)

Price:
$63.320
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-12-02 TOP PICK Vermilion-Energy-Inc
VET-T
David Cockfield

This is a strange one. It is a Canadian company, but the majority of assets are in Europe and off Ireland’s coast. It’s not North America so you don’t have some of the problems there. Runs a very tight shop in Europe. They’ve managed to keep their balance sheet in good shape. With higher oil prices, that is just going to add. The dividend yield of 4.62% looks safe. (Analysts’ price target is $57.50.)

Price:
$55.880
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2016-12-01 TOP PICK Bank-of-America
BAC-N
Ross Healy

He likes the US banks across the board. This is trading at about its nominal Book Value, a discount to what he would call his Fair Market Book Value. It has huge upside potential, and he thinks that potential is going to grow under the Trump administration. Dividend yield of 1.37%. (Analysts’ price target is $20.07.)

Price:
$21.500
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-01 TOP PICK Chicago-Bridge--and--Iron-Co.
CBI-N
Ross Healy

Essentially an infrastructure stock with about 60% of their business focused on energy, of which LNG is a big part. They also do a lot of general infrastructure work. The stock is cheap. Dividend yield of 0.83%. (Analysts’ price target is $36.08.)

Price:
$33.680
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-01 TOP PICK Fairfax-Financial
FFH-T
Colin Stewart

This has come off quite a bit recently, giving investors an opportunity to buy a high quality, global property/casualty insurance business. It is firing on all cylinders. For a long time, they’ve had an incredible long-term track record, but for the last number of years returns haven’t been as good. You have the insurance business operating at low 90%-91% combined ratio, so they are earning a lot of money there. Recently took off a lot of their equity hedges and got out of a lot of their bonds just before the election. There are now in an enviable position where they can redeploy their huge amount of cash into higher yielding investments. Trading at close to BV. Dividend yield of 2.28%. (Analysts’ price target is $764.97.)

Price:
$637.600
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-01 TOP PICK Manulife-Financial
MFC-T
Ross Healy

This is definitely a beneficiary if bond yields go up. They’ve had some lovely earnings. This is basically a global company that happens to be headquartered in Canada. It will be a beneficiary of rising interest rates. Dividend yield of 3.13%. (Analysts’ price target is $24.03.)

Price:
$23.440
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-01 TOP PICK StorageVault-Canada
SVI-X
Colin Stewart

Management are very astute investors in the sector of storage. Not a cheap stock, trading at a fairly low cap rate. For public storage units, all the trends are going in the right direction. People living in smaller spaces like condominiums with less storage space available, people accumulating more and more junk over time. This is a leader in Canada and they are consolidating and growing. Dividend yield of 0.85%. (Analysts’ price target is $1.47.)

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2016-12-01 TOP PICK Wells-Fargo
WFC-N
Colin Stewart

He likes the US banks. This one, in particular, has lagged the group because of some of the problems they had earlier this year. Trading at a pretty reasonable valuation multiple. As interest rates move up, the net interest margins are going to expand significantly. Doesn’t think people appreciate how much earnings upside these banks have if net interest margins normalize. Over the next few years, there could be 50%+ upside on earnings per share. It is only trading at 12.5-13 times earnings. Dividend yield of 2.8%. (Analysts’ price target is $53.10.)

Price:
$54.340
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
OPTIMISTIC
Owned:
Yes
2016-11-30 TOP PICK Bank-of-America
BAC-N
Gordon Reid

Probably the most levered money centred bank to the change in interest rates. The CEO was quoted that a 1% move in interest rates would lead to about a $5 billion net income for the company. That represents about $.50 a share. If you put a 10, 11 or 12 multiple on that, you have some serious movements of the stock. Dividend yield of 1.42%. (Analysts’ price target is $19.90.)

Price:
$21.120
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2016-11-30 TOP PICK Celgene-Corp
CELG-Q
Gordon Reid

We are in a much more favourable regulatory environment, and feels this company is a wonderful entry. This is a bio pharma, as opposed to a chemical pharma. Unlike past years where they traded at a 2X and 3X multiple, they are now trading at or below the multiples of the traditional pharmas. Also, growth metrics are much, much better and much more exciting. Feels this has a long way to go. (Analysts’ price target is $139.08.)

Price:
$118.510
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2016-11-30 TOP PICK Goldcorp-Inc
G-T
Lyle Stein

This was always considered a growth name, the well capitalized financial name. They brought in a new CEO who cleaned house. Nobody believes they are going to actually meet the targets they have set, and he believes that they will. Had a good 3rd quarter and the 4th quarter is shaping up well. Dividend yield of 0.62%. (Analysts’ price target is $26.15.)

Price:
$17.730
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 23,224 entries
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