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
2016-06-27 TOP PICK Agrium
AGU-T
Peter Brieger

In the long-term, people have to eat, and taking a look at projected population growth people are going to need more food, especially in emerging markets. He likes that they have diversified into the retail business and have some pretty aggressive targets on this. The target for 2020 is $10 a share of free cash flow and a dividend of 5%. For him, cash flow growth and dividend growth is crucial. (On his 3 top picks, he would not necessarily Buy now, but watch the markets for your entry point.)

Price:
$115.890
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 TOP PICK Boralex-Inc.
BLX-T
Gerard Ferguson

An independent power producer based in Québec. Have increased their capacity significantly over the last number of years and are continuing to grow. They have some very aggressive targets for capacity and cash flow. Going from reinvesting all their capital into growth projects, to returning some of it to investors through a dividend, and there is lots of room for that dividend to grow. They have a number of projects that they still want to develop. Trading at a significant discount to their peer group. Dividend yield of 2.99%.

Price:
$18.900
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 TOP PICK Detour-Gold
DGC-T
Gerard Ferguson

A cash flow machine. As an acquisition target, it will fill holes for a lot of producers that might be short of cash flow over the next few years. They have built out their mine and most of the capital has been spent and is now in a reaping phase. It will participate with higher gold prices, but also would be a great addition to a company that needs a growth profile in order to finance a bunch of projects that they have coming on.

Price:
$33.020
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 TOP PICK Home-Depot
HD-N
Peter Brieger

He is very keen on the whole building business in the US. The existing home business is about 90% of the activity, so with people’s rising income and the rising equity in their homes, and an increasing number looking at renovations, this is right up this company’s alley. Looking out 2-3 years, this is going to be a huge winner. Dividend yield of 2.21%. (On his 3 top picks, he would not necessarily Buy now, but watch the markets for your entry point.)

Price:
$124.670
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 TOP PICK New-Flyer-Industries-Inc.
NFI-T
Gerard Ferguson

They manufacture buses for intercity as well as city buses and have announced a large number of wins. A dominant player in an industry that has consolidated from 5 players into 3. Made an acquisition at about 6X EBITDA, and they trade at a higher multiple than that at 8.5X EBITDA. Feels they have been light on some of the synergies they are going to get from the acquisition, so will hopefully report better numbers and margins going forward, and beat the street estimates. Dividend yield of 2.46%.

Price:
$39.040
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-06-27 TOP PICK Royal-Bank
RY-T
Peter Brieger

This only has about a 5% exposure to the UK and Europe, which is manageable. They recently took over City National of California, which had a fantastic wealth management business in California and New York State. It is their intention to increase this business as much is possible, and at the same time cross-sell products and services. Dividend yield of 4.31%. (On his 3 top picks, he would not necessarily Buy now, but watch the markets for your entry point.)

Price:
$75.200
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 TOP PICK Airboss-of-America
BOS-T
Ryan Modesto

This does rubber compounding and engineering products. They are producing specialty rubbers and putting them into specialty types of products. Did an acquisition a year ago, a US defence business. Now it is quite cheap. The majority of revenues come from the materials and resources sector, which has been weak in the past. There is a bit of a resurgence and over time the mining and resource companies will start reinvesting their capital, and this will flow through to a company like this. Dividend yield of 1.84%.

Price:
$14.100
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-06-24 TOP PICK Oracle
ORCL-N
Barry Schwartz

Thinks this is doing the Microsoft Playbook, which is growing quickly in the Cloud, and getting more licenses and revenues and annuities instead of selling a one-time package. Thinks the turning point for this company is here. Generating a lot of free cash. Very reasonably valued. Dividend yield of 1.51%.

Price:
$39.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 TOP PICK Premium-Brands-Holdings-Corp
PBH-T
Ryan Modesto

A specialty food, manufacturer and distributor. Within Canada, consumer staples may have 15 companies that are investable. Most of them are large, mature, slow growth type of companies. Specialty foods means they can charge higher margins. You get the feeling management is not trying to build an empire and not growing for the sake of growth, but are making decisions that are in the shareholders’ best interests. Dividend yield of 2.88%.

Price:
$52.700
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-06-24 TOP PICK Priceline.com-Inc.
PCLN-Q
Barry Schwartz

This is getting absolutely decimated today. They get 75% of their revenues from Europe. Their biggest entity is Booking.Com, a wonderful, wonderful company and benefits from the network affect. They have the most hotels and they are smart operators. A beautiful balance sheet that generates gobs of free cash. Unbelievable margins. Anything exposed to Europe right now is getting his head handed to it, but this is a wonderful buying opportunity.

Price:
$1232.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 TOP PICK Saputo-Inc.
SAP-T
Barry Schwartz

A dairy producer; cheese, Nielsen milk, inputs for wholesalers, restaurants as well as branded retail. Still a small fish in a global pond, but there is potential for them to grow bigger and increase its footprint. Management, when they make an acquisition, are able to grow margins and improve everything all around. Generates a lot of free cash flow. Likes the potential for them to use their balance sheet to continue to make acquisitions globally. Dividend yield of 1.43%.

Price:
$37.720
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-06-24 TOP PICK Exco-Technologies
XTC-T
Ryan Modesto

There is no secret sauce to this one. Just a solid operator, going with value and a bit of growth. A cheap valuation, but within their peer space, they are one of the faster growing companies. Also, have really high insider ownership. This has organic growth, acquisition growth and dividend growth. The payout ratio is low and they have plenty of room to increase the dividend. Dividend yield of 2.3%.

Price:
$12.200
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2016-06-23 TOP PICK AbbVie-Inc.
ABBV-N
Stan Wong

From a valuation perspective, he likes this a lot. This was a spinoff from Abbott Labs (ABT-N) in 2013. They are more of a research based pharmaceutical global name. Has a really good pipeline with 20 new products and indications coming through in the next few years through 2020. Shares are pretty attractively valued, trading at a forward price earnings multiple of only 12X. Long-term EPS growth rate is only 13%. You also get a 3.7% dividend yield, which is expected to grow at almost double digit over the next few years.

Price:
$61.310
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-06-23 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Brian Acker, CA

The Valeant (VRX-T) fiasco has hit all these stocks. This one has been singled out, but if they can cure hepatitis C, that would be fantastic. He is looking for an upside of 120%. Thinks they are a perfect candidate as a takeover target. Dividend yield of 2.27%.

Price:
$83.370
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
2016-06-23 TOP PICK Macys-Inc.--formerly-Federated-Department-Stores-
M-N
Brian Acker, CA

This is bottom fishing. It has had a nice pullback. His model price is $42, a 27% upside. Dividend yield of 4.46%.

Price:
$33.380
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Yes
Showing 1 to 15 of 22,581 entries
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