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
2016-08-29 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Brian Madden

One of the premier growth stories in Canada, not just in the consumer space, but in any sector. Extremely well-managed. They have a 20+ year track record of growing earnings and improving returns on shareholders’ equity. Just pulled the trigger on a very large transformational acquisition with the purchase of CFT Brands. The synergies on that should come in at about $150-$250 million, bigger than most of the street was expecting. Dividend yield of 0.46%.

Price:
$67.630
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2016-08-29 TOP PICK CCL-Industries--B-
CCL.B-T
Brian Madden

This company makes packaging and labels, and their client base are large consumer goods packaging companies. A growth by acquisition story, and recently acquired Checkpoint Security Systems. Have been growing earnings at a 40% compound rate over the last 4 years. Very solid execution. Lots of runway to keep acquiring and consolidating a fragmented industry.

Price:
$240.350
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2016-08-29 TOP PICK General-Electric
GE-N
Brian Acker, CA

We are getting to a point where the basic fundamentals are running out in the markets and you need to look for stocks that are re-organizing.  Model price is up to $25.  It keeps going up.  The fundamentals will keep pushing the stock up.  You want industrials with the infrastructure products coming up.

Price:
$31.360
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2016-08-29 TOP PICK Hewlett-Packard-Enterprise-Co.
HPE-N
Brian Acker, CA

HP-N was old tech.  It split and HPE-N is up 40% in his fund already.  Everyone is confused.  This part is the cloud, security, etc.   The old one is the contract manufacturer.  HPE-N is at EBV whereas peers are multiples of this.  31% upside.

Price:
$21.840
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2016-08-29 TOP PICK Magna-Int-l.--A-
MG-T
Brian Madden

Canada’s largest auto parts company. This is a non-resource cyclical. It is taking market share in North America, Europe and Asia. Margins are improving. Very inexpensive at about 7X earnings, versus its peers at about 11X. Dividend yield of 2.46%.

Price:
$52.590
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2016-08-29 TOP PICK Exxon-Mobil
XOM-N
Brian Acker, CA

It is at EBV+3, great dividend.  Oil is so out of favour.  His model price is $73.  You are buying the best company in the world at a cheap price, based on the commodity.

Price:
$87.840
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2016-08-26 TOP PICK Altus-Group
AIF-T
Bruce Campbell (2)

Commercial real estate valuations. Consulting is their steady Eddie business, but they also have Altus Analytics, a software business which is a really high recurring business with strong margins, and which has been growing at about 30% per year. As well, they have a survey business which has been hurt by the energy sector and we are starting to see a turn in energy. Dividend yield of 2.19%.

Price:
$26.850
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-08-26 TOP PICK American-Express
AXP-N
Stan Wong

This continues to focus on the lending side of its business, and they are doing a lot of cost cutting initiatives which is going to help shares move higher. Technically, it recently broke its 200 day moving average on the upside, which is very bullish. It has formed a solid recovery from its lows earlier this year. Fundamentally it is reasonably valued, trading at about 12X forward earnings, with an estimated growth rate of 8%-10% in terms of earnings per share. Over the last 5 years, it has delivered an annual dividend growth rate of over 10%, and going forward he expects it to be 8%-9%. Dividend yield of 1.79%.

Price:
$64.790
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2016-08-26 TOP PICK Intertape-Polymer-Group
ITP-T
Bruce Campbell (2)

There has been a major turnaround in this story. It was a company that was not well-managed and had a huge debt load. They have turned things around, doing it by one division, one plant at a time. Thinks they are going to capitalize by being in the right place at the right time. The majority of what they do is tapes. As more and more people go online, things are being shipped out in boxes that are going to have to be taped. They’ve a 5-year plan of doubling revenue, based all on organic growth. Dividend yield of 3.29%.

Price:
$21.880
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-08-26 TOP PICK Morgan-Stanley
MS-N
Stan Wong

One of the largest financial services firms in the US. They have investment banking, securities investment management and global wealth management. Very diversified. They have the leverage to the growing economy in the US. Thinks it will see improvements in M&A activities and fees, and improvement in capital markets. Net interest margins should improve in an eventual higher interest rate environment. Broke above its 200 day moving average last month. Trading at 11X forward earnings and trading at a Price/Book ratio of .86%, which makes it pretty cheap. Dividend yield of 2.57%, which he expects to grow at 8%-9% over the next few years.

Price:
$31.160
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2016-08-26 TOP PICK Vanguard-US-Dividend-Appreciation-Index-ETF
VGG-T
Stan Wong

A simple basket of US names that have a history of increasing their dividends over the last 10 consecutive years. As US interest rates move higher, he thinks dividend growth companies will outperform those with little or no dividend growth. Year-to-date and over the past year, this has outperformed the broader S&P 500.

Price:
$37.670
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2016-08-26 TOP PICK Sleep-Country-Canada-Holdings
ZZZ-T
Bruce Campbell (2)

Continues to execute exactly as he anticipated. They continue to grow same-store sales by increasing store numbers and increasing the dollar spend with people coming into their stores. The recent quarter was the 12th consecutive same-store sales growth quarter. They’ve also been working on improving margins by selling accessories including higher end pillows and beddings. Still a lot of runway left for them to grow. Dividend yield of 1.94%.

Price:
$31.240
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-08-25 TOP PICK Apple
AAPL-Q
Kash Pashootan

It is a cash cow without innovation.  They will refresh many of their products.  They need to gain traction in emerging markets with their iPhone. 

Price:
$107.570
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-08-25 TOP PICK DineEquity
DIN-N
Kash Pashootan

iHop.  They generate all of their revenue out of the US and now they are going into emerging markets.  They signed some agreements and are opening locations in Mexico.  Yield is 4%.  PE is 12-13. 

Price:
$77.340
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2016-08-25 TOP PICK First-Cash-Financial-Services
FCFS-Q
David Driscoll

These are pawnshops in Mexico and the US. They are more correlated to the price of gold then the GLD ETF has been. They just merged with Cash America and are expanding throughout Mexico, Latin and south America. A lot of upside in terms of geographic growth. Because of the free cash flow, they have been using a lot of their cash to build new stores. Have just introduced a dividend for the first time. Dividend yield of 0.97%.

Price:
$51.350
Subject:
GLOBAL
Bias:
BEARISH
Owned:
Yes
Showing 1 to 15 of 22,835 entries
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