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
2016-05-05 TOP PICK Horizons-U.S.-Dollar-Currency-ETF
DLR-T
Brooke Thackray

The Canadian dollar has done well during March and April for the last 9 years in a row.  So he is going long on the US dollar now.

Price:
$0.000
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2016-05-05 TOP PICK Horizons-US-7-10-Year-Treasury-Bond-ETF
HTB-T
Brooke Thackray

Replicates the IEF ETF in the States.  Government bonds do well from May to October.  This is a good safe place for the summer.

Price:
$0.000
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2016-05-05 TOP PICK SPDR-HOMEBUILDERS-E.T.F.
XHB-N
Brooke Thackray

SHORT.  He is short the home builders from April 27 to Mid June. 

Price:
$0.000
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2016-05-04 TOP PICK Brookfield-Infrastucture-Partners
BIP.UN-T
Greg Newman

It has a 13% growth rate.  If they buy the Australian asset, he sees it as being 8% accretive.  He thinks the dividend will continue to grow.

Price:
$53.390
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-04 TOP PICK Bank-of-Nova-Scotia
BNS-T
Greg Newman

This name has too high of a short interest.  They have a high exposure to emerging markets.  The energy book is well contained compared to peers.  It has a 4.4% dividend that will grow over time.

Price:
$62.610
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-04 TOP PICK Cinemark-Holdings
CNK-N
Michael Simpson, CFA

Cinemas, primarily in the US and 14 Latin American countries. Trading at about 15X earnings and 9X cash flow. Has been hurt badly by the higher US$, but as that reverses, they’ll get some of that benefit from the Latin American countries. Good balance sheet, with debt to EBITDA of about 2.3X. Dividend yield of 3.09%.

Price:
$35.050
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-05-04 TOP PICK K-Bro-Linen-Inc
KBL-T
Michael Simpson, CFA

Launders hospital and hotel linens. About 70% revenues are from hospitals and the rest from hotels. The largest player in Canada. About a year ago, they made a bid for Booth Centennial, but lost it to a financial player. Currently building new facilities in Toronto and Vancouver that will lower their costs. They continue to win contracts. Has debt to EBITDA of about 0.2X, and trading at about EBITDA of about 9X. very well-managed. Dividend yield of 2.93%.

Price:
$41.900
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-05-04 TOP PICK Manulife-Financial
MFC-T
Greg Newman

It has been frustrating, but he sees their earnings next year being 25% better than this year.  They have been hit by their energy book, actuarial charges and lower rates.  They are so much cheaper than SLF-T.  The 4% dividend will grow 12% annually.  Buy it on the US side if you have US cash. 

Price:
$18.070
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-04 TOP PICK Transcontinental-Inc.--A-
TCL.A-T
Michael Simpson, CFA

You want to own the best and lowest cost producer, so when the Toronto Star wants to close their big huge facility in Vaughn, this company is going to do that business. They are also big into flyers. Although there is a lot of digital media, flyers are still used. As discount grocers are getting more traction, flyers are very important. Also, diversifying into packaging, which is smart, and is about 10% of their revenue. Trading at about 5X cash flow, with 1X debt to cash flow. Generates a lot of cash flow, which they give back to shareholders in the form of dividend increases and buying back shares. Dividend yield of 4.05%.

Price:
$18.210
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2016-05-03 TOP PICK Apple
AAPL-Q
John O'Connell, CFA

Great balance sheet. Great products. Great services. Trading at 11X next year’s earnings. If this is overpriced, yielding 2.5% (more than the US Treasury bond), then the whole market is overpriced. A very dynamic company that has lots of products and services. Thinks it is going to continue to innovate and that there will continue to be growth in emerging markets. 

Price:
$95.180
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-03 TOP PICK Charles-River-Labs-Intl
CRL-N
Gordon Reid

Does safety testing, the efficacy, phase 1 through 3 trials for particular drugs for pharmaceutical companies. High growth, growing earnings last year at 17%.

Price:
$78.800
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-05-03 TOP PICK Concordia-Healthcare-Corp
CXRX-Q
John O'Connell, CFA

This has grown by acquisition, buying a lot of drugs. They sell drugs to over 100 companies. Generates EBITDA of around $600 million. Have $3.5 billion of debt. They free cash flow $300 million a year which they can pay down the debt with. Thinks there is a very good chance this company will not be public in a couple of weeks. Dividend yield of 1.14%.

Price:
$26.420
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-03 TOP PICK Walt-Disney
DIS-N
John O'Connell, CFA

One of the best franchises in history. They just keep buying more good franchises and doing an outstanding job of developing the projects. ESPN is the big concern right now because of possible cord cutting, but is a brilliantly run program and one thing consumers are prepared to pay for is sports. Dividend yield of 1.37%.

Price:
$103.780
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-05-03 TOP PICK Verizon-Communications
VZ-N
Gordon Reid

Large wireless telco with about 70% being wireless This is often described as a safe place in the market, because of the high dividend yield. When you look under the hood, you are seeing a company that is really innovating. Recently sold their wire line business in California, Texas and Florida. They are basically taking a telco and becoming a content delivery company delivering data, voice and streaming video. They produce a ton of cash. Dividend yield of 4.4%.

Price:
$50.680
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2016-05-03 TOP PICK Walgreen-Boots-Alliance
WBA-Q
Gordon Reid

Recently did a deal with Rite Aid (RAD-N) that is going to put them into the US North East and Mid-Atlantic. There will be over $1 billion of synergies there. This is a company that has proven that they are not afraid to make acquisitions. Well-managed and will grow into the future. Dividend yield of 1.8%.

Price:
$81.460
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 22,367 entries
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