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
2016-05-31 TOP PICK Morneau-Shepell-Inc
MSI-T
Steve DiGregorio

A human resources consulting firm.  One that a yield investor could invest in and not be too worried about where rates go. 4.59% dividend yield is fully covered by cash flow. This business grows 6%-8% a year on the top line, so very healthy. They keep on getting more and more clients every year. About 12% of their business is in the US, and thinks they will eventually make some US acquisitions to accelerate their growth.

Price:
$16.980
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-05-31 TOP PICK Tahoe-Resources
THO-T
Dennis da Silva

This kind of gives you the best of both worlds, silver and gold exposure. It has been able to acquire single asset companies or single assets, originally with their asset in Guatemala. Half of its NAV is in Peru with 2 gold projects. Their Lakeshore (LSG-T) acquisition was another way to diversify geopolitical risks. Dividend yield of 1.99%.

Price:
$15.660
Subject:
CANADIAN RESOURCES
Bias:
UNKNOWN
Owned:
Yes
2016-05-31 TOP PICK Torc-Oil--and--Gas-Ltd
TOG-T
Dennis da Silva

Very well-run company. A conservative management team that likes to under promise so that they can surprise you with a beat. Have done a great job of weathering the storm, making sure the balance sheet is clean, spending cash flow to maintain production. Good oil torque. About an 18,000-19,000 barrel producer, so it is right in the sweet spot of not being too big and continuing to add growth as oil prices recover. Dividend yield of 2.90%.

Price:
$8.160
Subject:
CANADIAN RESOURCES
Bias:
UNKNOWN
Owned:
Yes
2016-05-31 TOP PICK Ten-Peaks-Coffee-Co
TPK-T
Steve DiGregorio

A decaffeinater of coffee, 100% organic. Most decaffeinated coffee is horrible, and is decaffeinated with chemicals. This sells under the trademark Swiss Water in Tim Hortons and is being tested in McDonald’s in the US. They’re really going to see their growth in the “no name” coffee shops. Dividend yield of 3.05%.

Price:
$8.200
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-05-31 TOP PICK Seven-Generations-Energy-Ltd
VII-T
Dennis da Silva

A liquids rich gas name in the Montney. About 50-50 now between liquids and gas. These guys know how to do it. They are already at 85,000 barrels of oil equivalent production. They will grow at 105,000 barrels, and can easily see it growing to probably 200,000 in the next couple of years.

Price:
$26.400
Subject:
CANADIAN RESOURCES
Bias:
UNKNOWN
Owned:
Yes
2016-05-31 TOP PICK ZCL-Composites-Inc.
ZCL-T
Steve DiGregorio

An environmental play. They sell fiberglass tanks to the petroleum storage industries, specifically gas stations. There is no debt on the balance sheet. They are generating so much cash that they have to pay a special distribution this year. Dividend yield of 3.68%.

Price:
$8.690
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2016-05-30 TOP PICK Bank-of-America
BAC-N
Bruce Tatters

US financials, this bank in particular, are trading as if they will never earn money again. Businesses do not trade at tangible book when they are earning money, they usually are losing money. This company is earning an 8% ROE and is still trading at tangible book. It has 30% earnings leverage to a 1% move in the yield curve. If we get our 1% over the next 12-15 months, the stock is going to be 60%-80% higher.

Price:
$14.880
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-30 TOP PICK CASH
CASH
Keith Richards

He is keeping his powder dry.  There are positive and negative factors in the markets.  There is a decent probability of a pullback over the next couple of months. 

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
NEUTRAL
Owned:
Yes
2016-05-30 TOP PICK Canadian-Pacific-Rail
CP-T
Bruce Tatters

North American rails suffered from 2 things. Overall economic activity has been weaker and commodity volumes, specifically this rail, has been a lot lower. Coal has been abysmal and oil and gas has been down as well. Despite all this, it is going to grow earnings 10% this year with no top line growth, a combination of really good operational management and cost cutting and share buybacks. Feels earnings growth rate will be in a double digits next year.

Price:
$170.890
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-30 TOP PICK Chartwell-Seniors-Housing
CSH.UN-T
Keith Richards

REITs in general have been pretty good.  He cherry picked this one as the most defensive.  There is a little breakout and so he bought it.  He likes the yield and the defensiveness. 

Price:
$14.910
Subject:
TECHNICAL ANALYSIS
Bias:
NEUTRAL
Owned:
Yes
2016-05-30 TOP PICK Suncor-Energy-Inc
SU-T
Bruce Tatters

Thinks energy prices have bottomed. They bought a very large Canadian Oil Sands (COS-T) Syncrude asset, and then bought out another interest in this company right at the bottom. Thinks this has been held back because of the Canadian wildfire, but that is temporary and they will get operations back to normal. This has tons of leverage to higher oil prices.

Price:
$35.990
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-30 TOP PICK SPDR-Consumer-Staples-ETF
XLP-N
Keith Richards

He rotated out of discretionaries for the summer.  He did it a bit early.  It is also a defensive sector over the summer.  It is more economically sensitive.

Price:
$53.000
Subject:
TECHNICAL ANALYSIS
Bias:
NEUTRAL
Owned:
Yes
2016-05-27 TOP PICK Baytex-Energy-Corp
BTE-T
David Cockfield

One of the better energy companies. It is heavy oil, but is pumpable heavy oil, and the Canadian Western select price has done quite well. They also have a significant holding in the Eagleford Texas shales, which could be back in the limelight at $50+. A well-managed company. Still a risky situation.

Price:
$6.200
Subject:
CANADIAN & ETF's
Bias:
OPTIMISTIC
Owned:
Yes
2016-05-27 TOP PICK Cardinal-Energy-Ltd
CJ-T
Eric Nuttall

This has been lagging the group even though it has a great balance sheet. This company was a rock star in the oil bull days because of management, low decline rate, clean balance sheet and 80% of their production is medium gravity oil. He is looking for 50% upside from today’s share price. Dividend yield of 4.35%.

Price:
$9.780
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
2016-05-27 TOP PICK DHX-Media
DHX.B-T
Eric Nuttall

This is a business with very high quality and very valuable content. Kids programming lasts way longer than your average typical TV show. They have been very successful in acquiring good brands, and then using those brands in merchandising deals. The Teletubbies used to be a $1 billion a year franchise, and the market cap today is about $700 million. They got renewal in the UK for the 2nd season and it has been launched in the US. If successful, it could do incredibly well. Dividend yield of 0.97%.

Price:
$6.580
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC on OIL
Owned:
Yes
Showing 1 to 15 of 22,471 entries
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