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
2017-04-24 TOP PICK McKesson-Corp
MCK-N
Liz Miller

A very big player, and has long been a leader.  The stock is a long way down from its high.  She thinks this company and stock will come back strong.  It is a beautiful entry point for it.  (Analysts’ target: $151.00).

Price:
$0.000
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-04-24 TOP PICK Regions-Financial
RF-N
Liz Miller

It is a small regional player, the largest deposit taker in the state of Alabama.  The banks will continue to benefit from the slow increase in interest rates.  This is an attractive stock.  It is in a good position now after cleaning up its portfolio after 2008.  (Analysts’ target: $15.00).

Price:
$0.000
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-04-24 TOP PICK Ventas-Inc
VTR-N
Liz Miller

It is a REIT, the opposite of a bank.  But it is in the health care medical niche.  It recently spun off the nursing home business.  It is an attractive entry point.  She prefers exposure more to office than retail in REITs.  She is out of retail, generally.  (Analysts’ target: $64.00).

Price:
$0.000
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-04-21 TOP PICK Bank-of-America
BAC-N
Greg Newman

This has a BV of less than 1. He sees 20% EPS growth. It is very well positioned towards the Trump agenda. Thinks they will do something about the Volker rule and probably lower taxes a little. This bank is very well positioned towards the domestic side of the economy. He doesn’t see a lot of risks. Dividend yield of 1.3%. (Analysts’ price target is $26.50.)

Price:
$22.710
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-21 TOP PICK Power-Financial-Corp
PWF-T
Greg Newman

He likes financials. This one has a very nice dividend and is very defensive. It should benefit with slightly higher interest rates and a better stock market with their underlying holdings. He models a 9% EPS growth over the next couple of years. Dividend yield of 4.8%. (Analysts’ price target is $37.00.)

Price:
$34.290
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-21 TOP PICK iShares-MSCI-Emerging-Markets
XEM-T
Greg Newman

This is the time for emerging markets, and this is a nice interesting basket. He likes where they are spread out. Good yield. There have been positive earnings revisions in the area. Stronger growth and stronger currencies, with a slightly weaker US$.

Price:
$29.710
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-20 TOP PICK Temp-Holdings-Co-Ltd
2181 JP
Mark Grammer

Corporations in Japan have to use agencies to help them recruit.  It is the job opportunities to applicant ratios.  We are seeing tiny increase in wages which we would need to see accelerate to get a full-fledged consumption boom in Japan, but we are getting there.  (Analysts’ Target: ¥2400).

Price:
$0.000
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2017-04-20 TOP PICK iShares-MSCI-Edge-Min-Vol-EAFE
EFAV-N
Lorne Zeiler

There are better opportunities now in Europe and Japan. This gives you a broader exposure across Europe of all the countries, with a little bit less on the UK. Also, there is a better mix in terms of stability in the sectors. In the last 3 years, there has been significant outperformance on this ETF, but last year underperformance. Good dividend yield.

Price:
$66.400
Subject:
DIVIDEND STOCKS AND MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-20 TOP PICK Johnson--and--Johnson
JNJ-N
Lorne Zeiler

Recently missed on revenues and the stock sold off a bit. They actually beat on the earnings per share. This company has 3 solid lines of business, pharmaceuticals, consumer products and medical devices. There should be significant earnings growth this year. They did a significant acquisition last year which should be coming into earnings this year. Trading at about 20X earnings. Dividend yield of 2.6%. (Analysts’ price target is $130.)

Price:
$121.870
Subject:
DIVIDEND STOCKS AND MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-20 TOP PICK Kasikorn-Bank
KBANK-BBK
Mark Grammer

Thailand is an interesting economy right now.  Elections next year.  They are starting to spend on infrastructure.  Lending has to be done to all the companies doing the actual work.  They have strong growth.  (Analysts’ target: 192.50 Thai Bhat).

Price:
$0.000
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2017-04-20 TOP PICK LVMH-Moet-Hennessy-Louis-Vuitton-SA
LVMUY-(OTC)
Mark Grammer

They are well positioned for the improving global economy.  It is strong in the US.  The reduced corruption push in China means more spending on luxury goods.  One of the best managed in that whole space.  (Analysts’ target:  €225.00).

Price:
$0.000
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2017-04-20 TOP PICK Sun-Life-Financial-Inc
SLF-T
Lorne Zeiler

Compared to the other insurers, their valuation is more reasonable at 7.6X earnings. Recently they’ve provided their medium-term outlook, looking at 8%-10% earnings growth per year. Very stable name. Dividend yield of 3.6%. (Analysts’ price target is $54.)

Price:
$47.800
Subject:
DIVIDEND STOCKS AND MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-19 TOP PICK Adobe-Systems
ADBE-Q
David Burrows

The leader in creating digital media. There is enormous growth in the creation of Digital media. They used to sell their software as a package, with an upgrade every couple of years. There was an enormous number of people pirating their software. They then started selling by subscription. They caught a bunch of pirates that needed their software and had to wind up subscribing. This is a quickly growing pie. As their subscriptions go up, their margins go up. They now have 10 million subscribers. There are 7 million users that continue to use old versions, and will have to upgrade. (Analysts’ price target is $145.)

Price:
$130.220
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-04-19 TOP PICK Bank-of-America
BAC-N
David Burrows

He looks for sectors/themes that are going through significant shifts that can give a long runway for the industry and companies to be revalued. The 2nd biggest bank in the US, trading at just under 1X BV, and can go higher. Assuming they can grow BV, that would be even better. It will be helped by rising interest rates. They will get the CCAR assessment in June as to whether they can return more capital to shareholders. Generating a ton of cash, so dividends should continue to accelerate. US banks started to perform in June of last year and have just had a classic pullback towards the 150-day moving average, which gives investors a great entry point. This could be a 5-year theme. Dividend yield of 1.3%. (Analysts’ price target is $26.)

Price:
$22.740
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-04-19 TOP PICK Bayerische-Motoren-Werke-AG
BMW-GR
Bruce Murray

The auto sector is one of the few areas that is cheap. The world has decided that the auto cycle is over, gasoline powered cars are going to disappear, and therefore we don’t need to own these stocks. This is selling at 8X earnings and it is a global luxury brand. Their entire line-up is higher luxury cars. They will make as many electric vehicles as Tesla this year, and have all of the technology. Highly profitable. The one issue is debt. They have €1 billion of debt on a $50 billion market cap, because all the car leases are still done internally. Dividend yield of 4.5% and has been going up 10% per annum. (Analysts’ price target is €86.)

Price:
$0.000
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 23,772 entries
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