Stockchase Recent Top Picks RSS Recent Top Picks by Experts http://www.stockchase.com/ en CASH <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">For the past 2 years, the market has been kind of volatile usually from around April or May and often troughing or making some kind of the summer bottom between June and September. He is looking to deploy some cash into some cheap stocks over the next few months.</span></p> http://www.stockchase.com/opinions/view/133287 Tue, 15 Apr 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/133287 Brookfield Infrastucture Partners <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">This is one where if it breaks down to its trend line, you can buy it. Great management. Infrastructure itself can be a reasonably defensive play. They have a history of raising their dividends. Low beta stock. Yield of 4.93%.</span></p> http://www.stockchase.com/opinions/view/133286 Tue, 15 Apr 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/133286 SPDR Consumer Staples ETF <p><span style="font-family: 'Times New Roman'; font-size: 12pt; mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-CA; mso-fareast-language: EN-CA; mso-bidi-language: AR-SA;">This is a seasonal play. Staples tend to do better over the summer. Also, from a technical perspective, it doesn&rsquo;t look too bad. Chart is just starting to see a breakout right now of the highs of 2013. Thinks this will be a good position to hold for the next 3-6 months.</span></p> http://www.stockchase.com/opinions/view/133285 Tue, 15 Apr 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/133285 Varian Medical Systems <p>Cancer rates are expected to increase across the world as the population ages.&nbsp; The issue had been slow growth in the US, but she thought it was the shifting of the healthcare system.&nbsp; Last quarter we saw an uptick.&nbsp; They are also now selling their machines into developing markets.&nbsp; A lot of room for growth here.</p> http://www.stockchase.com/opinions/view/133259 Tue, 15 Apr 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/133259 KKR & Co. LP <p>Their business is firing on all cylinders.&nbsp; There was a pullback with the market.&nbsp; They sell assets into the strong market, which allows them to collect their performance bonus.&nbsp; The challenge will be investing in it, but with conservative return assumptions she gets pretty decent upside on it.&nbsp; It also invests some of its own money in its investments and that contributes to the net asset value of the company.</p> http://www.stockchase.com/opinions/view/133258 Tue, 15 Apr 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/133258 Kohl's Corp <p><span style="color: #ff0000;"><strong>(Top Pick April 18&rsquo;13, Up 17.83%)</strong> </span>The whole group sold off because of the weather.&nbsp; It&rsquo;s a temporary issue.&nbsp; They will be able to fire on all cylinders at some point then they get a re-rating.&nbsp; A good entry point.&nbsp; It seems to be the one that is being ignored.&nbsp; They have tough competition, but she thinks they can compete.&nbsp; At some point she thinks you will see everything firing and you will get a much higher share price.</p> http://www.stockchase.com/opinions/view/133245 Tue, 15 Apr 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/133245 Spartan Energy Corp <p>Picking off companies that pay out too much in dividends.&nbsp; It is fairly valued to modestly cheap.&nbsp; Lots of low hanging fruit.&nbsp; They are going to create shareholder value.&nbsp;</p> http://www.stockchase.com/opinions/view/133235 Mon, 14 Apr 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/133235 Google <p>The voting shares.&nbsp; You should always own the voting shares.&nbsp; They don&rsquo;t want control to fall to someone in the marketplace if one of the top guys dies.&nbsp; A great company.</p> http://www.stockchase.com/opinions/view/133234 Mon, 14 Apr 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/133234 Apple <p>He is excited that there are new products later this year that will move the needle.&nbsp; IPhone 6, for example.&nbsp; IPhone watch is going to come out.&nbsp; It will be popular.&nbsp; New Ipads and new Macbook.&nbsp; Technology in the phone will become an important part of payment technology.</p> http://www.stockchase.com/opinions/view/133233 Mon, 14 Apr 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/133233 CASH <p>Keep 20-25% cash in oil weighted part of portfolio.&nbsp; We could have a 20-30% correction.&nbsp; There will be another great buying opportunity soon.</p> http://www.stockchase.com/opinions/view/133210 Mon, 14 Apr 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/133210 Sterling Resources <p>He owned it in the past.&nbsp; Significant discovery in the UK north sea in 2010.&nbsp; Then he felt there would be delays and recommended selling it.&nbsp; In Q4 2013 they brought it online.&nbsp; They get a rig to start with this month.&nbsp; Under 2 times cash flow.&nbsp; Another field comes on Q2, 2015.&nbsp; The management is on a road show this week in Canada.</p> http://www.stockchase.com/opinions/view/133208 Mon, 14 Apr 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/133208 Long Run Exploration <p><span style="color: #ff0000;"><strong>(Top Pick May 21/13, Up 31.81%)</strong></span> They made another acquisition last week.&nbsp; They went into a dividend model, but they aren&rsquo;t paying out that much of their cash flow.&nbsp; 50% Nat Gas.&nbsp; Raised their dividend to 7.44% late last year and he thinks the dividend could be increased again in 2015.</p> http://www.stockchase.com/opinions/view/133202 Mon, 14 Apr 2014 00:00:00 -0400 http://www.stockchase.com/opinions/view/133202