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
2016-09-29 TOP PICK Ceapro-Inc.
CZO-X
Peter Imhof

They extract beta glucan from oats.  It is supposed to be anti-aging, healing and goes into their products.  They have ramped up earnings tremendously over the last few quarters.  They just opened a new facility that can do 10 times the production.

Price:
$1.840
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-09-29 TOP PICK Diamcor-Mining-Inc.
DMI-X
Peter Imhof

No one covers this story.  When he looked at the numbers he got VERY interested.  They just started to ramp up in terms of production.  It should rise into Q1’17.  They could earn 20-40 cents.  He has 3 year warrants.  Diamond prices are at a multi year low.  This will start to get it on people’s radar screens.

Price:
$0.000
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-09-29 TOP PICK Tamarack-Valley-Energy
TVE-T
Peter Imhof

This one has been a laggard.  It has trailed a lot of other oil and gas companies.  They did a fantastic job of growing production.  They did a good job of cutting down their costs.  They are not levered because they have a great balance sheet.

Price:
$3.200
Subject:
NORTH AMERICAN - SMALL
Bias:
BULLISH on SMALL CAPS
Owned:
Yes
2016-09-28 TOP PICK AltiusMinerals-Corp
ALS-T
Rick Rule

Very high quality people. Brian Dalton is one of the best young allocators of capital in Canada. Has built very large money from turning mineral properties to account. He has a very large royalty portfolio in the company. Lots of free cash flow and lots of working capital. Dividend yield of 1.16%.

Price:
$10.330
Subject:
PRECIOUS METALS
Bias:
UNKNOWN
Owned:
Yes
2016-09-28 TOP PICK Aecon-Group-Inc
ARE-T
Hap (Robert) Sneddon FCSI

Expects this to go much, much higher although there is a bit of volatility to deal with in the meantime. Has a $25 target from here. If it gets above $19, a way we go. Dividend yield of 2.56%.

Price:
$18.000
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-09-28 TOP PICK Alterra-Power-Corp.
AXY-T
Rick Rule

Big geothermic producers in Iceland. The company has disappointed investors because it is in the alternative energy space, which takes a very long time. People look at the historic lack of cash generation, not understanding that the company has generated the cash to pay down $200 million in debt over 7 years. Their free cash flow really begins to come next year, and the stock will re-rate. Dividend yield of 0.76%.

Price:
$6.520
Subject:
PRECIOUS METALS
Bias:
UNKNOWN
Owned:
Yes
2016-09-28 TOP PICK Baxter-International-Inc
BAX-N
Hap (Robert) Sneddon FCSI

Very big in kidney medicine. Healthcare is a really good space to be in. One of the few spaces that is in a secular bull market. This company has some pricing power and some really big competitive advantages that are going to be recognized by the market. Dividend yield of 1.1%.

Price:
$47.920
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-09-28 TOP PICK Extendicare-Inc
EXE-T
Hap (Robert) Sneddon FCSI

Seniors housing. They have done some divestitures in the US. Profitability has really gone up, and they are in a really good space; demographics. The breakout queued his interest. He has taken a small position of about a 3rd. A good space to be in.

Price:
$9.290
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-09-28 TOP PICK Ivanhoe-Mines
IVN-T
Rick Rule

Two of the assets, the Kamoa and the Platreef are 2 tier 1 assets, absolutely world scale assets, in copper, platinum and palladium respectively. They are “throw away” assets. The King Leopold mine Kipushi is the highest grade zinc/copper mine in the world. There are risks, but with partners like the governments of China and Japan, it goes a long way to mitigating those risks. He suspects there are going to be weak copper markets for at least 2 years.

Price:
$1.860
Subject:
PRECIOUS METALS
Bias:
UNKNOWN
Owned:
Yes
2016-09-27 TOP PICK Amtrust-Financial-Services
AFSI-Q
Kash Pashootan

This is in the business/casualty insurance space. They also do specialty risk warranties. They have been on a fairly aggressive acquisition spree. They have been buying smaller insurers, cutting costs and using their scale to expand. That acquisition spree is done, and they are now starting to digest. He expects the acquisitions to become accretive by 2017. Trading at around 9X PE. Dividend yield of 2.59%.

Price:
$26.140
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Yes
2016-09-27 TOP PICK AGT-Food--and--Ingredients
AGT-T
Michael Decter

Pulse crops such as lentils, field peas. A very determined Saskatchewan native with family in Turkey, has built this company from scratch. They have an enormous plant in Minot, North Dakota. The first piece of good news is a huge crop, which will lower prices a little, but increase volumes. This will allow him to pull some working capital out. Secondly, he is getting into the ingredient business, so he is going to grind up the crops. He has a line up of big food makers. It is a better base than corn starch to make healthier foods.

Price:
$37.150
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-27 TOP PICK Clearwater-Seafoods-Inc.-
CLR-T
Michael Decter

This is a brilliant company. They have ordered a new $40 million clam boat. More than anything, this is a play on Asia needing protein. This company holds almost all of the licenses to extract. Dividend yield of 1.44%.

Price:
$13.850
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-09-27 TOP PICK Cisco
CSCO-Q
Kash Pashootan

You are not buying this because it is cheap. There are so many companies transitioning from old archaic businesses to the Cloud business and this is doing that as well. The difference is that Cisco’s network switching business is still making them money. Any growth that you see on the Cloud business that Cisco creates, is above and beyond the growth that is already there with their meat and potatoes business. Dividend yield of 3.32%.

Price:
$31.480
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Yes
2016-09-27 TOP PICK First-American-Corp.
FAF-N
Kash Pashootan

A conservative way to play the housing market. Their primary focus is title insurance. He likes the housing market in the US, with the US consumer having low debt to income than in Canada. Dividend yield of 3.42%.

Price:
$39.960
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
CAUTIOUS
Owned:
Yes
2016-09-27 TOP PICK Mettrum-Health-Corp
MT-X
Michael Decter

One of the marijuana stocks, and likes it because its larger brother Canopy (CGC-T) gets all the air time, and in his view this is a lot better value. They have a huge number of patients and are doing a good job of building the company. The real play is going to be next year when the government opens up the recreational market.

Price:
$3.150
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 22,965 entries
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