Recent Top Picks by Experts http://www.stockchase.com/ en <p>Copper/brass alloy fittings for bathroom accessories, etc. which is a derivative play of the homebuilders. Trading at a pretty reasonable price of about 15X earnings. Growing well. Small dividend.</p> http://www.stockchase.com/opinions/view/122560 Wed, 19 Jun 2013 00:00:00 -0400 http://www.stockchase.com/opinions/view/122560 <p>Normally, at the top of their cycle, they will trade at around 1.5-1.75 times Book and right now they are trading right around Book. 2 things could be catalysts for this company. 1.) The volatility we are starting to see re-enter the market is good because they are good at trading. 2.) We will very likely see a capital markets surge with acquisitions, etc.</p> http://www.stockchase.com/opinions/view/122559 Wed, 19 Jun 2013 00:00:00 -0400 http://www.stockchase.com/opinions/view/122559 <p>A media company. They own Warner Bros. and HBO which is doing very well with TV everywhere. Good valuation and lots of growth.</p> http://www.stockchase.com/opinions/view/122558 Wed, 19 Jun 2013 00:00:00 -0400 http://www.stockchase.com/opinions/view/122558 <p>Trades at about 14X earnings. Have a great intermodal franchise. Expect there will be good earnings growth on the agricultural side, which was depressed last year. Dividend yield of 2.41% and have grown this in the last 3 years by about 23%.</p> http://www.stockchase.com/opinions/view/122537 Wed, 19 Jun 2013 00:00:00 -0400 http://www.stockchase.com/opinions/view/122537 <p>Large database and software provider. Last quarter was weak. There were some sales that didn&rsquo;t close and Easter fell in the previous quarter. Have their own Cloud offering called Fusion, which should do well. Yield of 0.7%.</p> http://www.stockchase.com/opinions/view/122536 Wed, 19 Jun 2013 00:00:00 -0400 http://www.stockchase.com/opinions/view/122536 <p>There was concern about governments&rsquo; generic drug program but most of the re-pricing of generics has already been done. Dividend yield of 2.45% and have been growing their dividend over the last 3 years. Trades at 14X next year&rsquo;s earnings and generates significant free cash flow.</p> http://www.stockchase.com/opinions/view/122535 Wed, 19 Jun 2013 00:00:00 -0400 http://www.stockchase.com/opinions/view/122535 <p>Has been critical of the ETF industry in the past for developing products that have always done well in the &ldquo;past&rdquo;. Pleased that this is one that he thinks will do very well in the &ldquo;future&rdquo;. US economy is consumer driven.</p> http://www.stockchase.com/opinions/view/122518 Tue, 18 Jun 2013 00:00:00 -0400 http://www.stockchase.com/opinions/view/122518 <p>This is drawn from the 1200 global industrial companies. Have good companies in here.</p> http://www.stockchase.com/opinions/view/122517 Tue, 18 Jun 2013 00:00:00 -0400 http://www.stockchase.com/opinions/view/122517 <p>Tracks hedge funds. Every quarter, US hedge funds must file a 13F form that declares all the positions that they hold. This company uses that information and it eliminates companies that have high turnover and looks for the concentrated positions on the 13F and Buys those positions.</p> http://www.stockchase.com/opinions/view/122516 Tue, 18 Jun 2013 00:00:00 -0400 http://www.stockchase.com/opinions/view/122516 <p>Interest rates are starting to come back up and he calls this the anti-bond holding. As interest rates go up, the lifecos are major beneficiaries of that. Dividend yield of 4.7%.</p> http://www.stockchase.com/opinions/view/122492 Tue, 18 Jun 2013 00:00:00 -0400 http://www.stockchase.com/opinions/view/122492 <p>(New Zealand stock market.) World&rsquo;s largest exporter and producer of dairy products and is based in New Zealand. In the lowest cost production area globally. Growth strategy is to move into emerging markets and make acquisitions. 2.15% yield.</p> http://www.stockchase.com/opinions/view/122491 Tue, 18 Jun 2013 00:00:00 -0400 http://www.stockchase.com/opinions/view/122491 <p>Sensitive to the US economy because of its Illinois Central holdings. Likes the prospects for the US economy. Sees growth in traffic and they are going to be a major beneficiary. Dividend yield of 1.71%.</p> http://www.stockchase.com/opinions/view/122490 Tue, 18 Jun 2013 00:00:00 -0400 http://www.stockchase.com/opinions/view/122490 <p>One of the best run banks in the US.&nbsp; One of the strongest CEOs in the world.&nbsp; Low valuation multiple, 3.5% dividend.&nbsp; Mid-double digit ROE (15%).&nbsp; Has the wind at its back.&nbsp; Improved credit metrics, better capital markets, improved mortgage markets. There are a lot of reasons to like this company.</p> http://www.stockchase.com/opinions/view/122474 Mon, 17 Jun 2013 00:00:00 -0400 http://www.stockchase.com/opinions/view/122474 <p>Lesser known company, beneficiary of a US housing recovery.&nbsp; A distributor of lumber and specialty wood products.&nbsp; They sell to cabinets and flooring manufacturers, etc.&nbsp; A lagging indicator on US housing starts.</p> http://www.stockchase.com/opinions/view/122473 Mon, 17 Jun 2013 00:00:00 -0400 http://www.stockchase.com/opinions/view/122473 <p>Lesser known name.&nbsp; Problems few years ago and now have a lower levered balance sheet.&nbsp; Hidden assets.&nbsp; Trades at a discount to the group.&nbsp; A name people aren`t as familiar with.&nbsp; Benefit from US housing recovery as well as Japan`s rebuild.</p> http://www.stockchase.com/opinions/view/122472 Mon, 17 Jun 2013 00:00:00 -0400 http://www.stockchase.com/opinions/view/122472 <p>Has pulled back and offers great value.&nbsp; 12 times earnings and should be 15.&nbsp; US exposure, western Canada, higher than average yield.&nbsp; Diversified asset base.&nbsp;</p> http://www.stockchase.com/opinions/view/122446 Mon, 17 Jun 2013 00:00:00 -0400 http://www.stockchase.com/opinions/view/122446 <p>Clean balance sheet.&nbsp; Stability to withstand little corrections like this.&nbsp; 4.2% yield.&nbsp; He expects them to grow this.&nbsp; It is a premium REIT.&nbsp; They can grow their earnings and dividend over time.</p> http://www.stockchase.com/opinions/view/122445 Mon, 17 Jun 2013 00:00:00 -0400 http://www.stockchase.com/opinions/view/122445 <p>Very high yield (8.2%).&nbsp; Sustainable.&nbsp; Hotels, all in the US.&nbsp; All along rail lines with long term contracts with rail companies.&nbsp; Some are more than 100% occupied because of shift sleeping.&nbsp; Growth potential.&nbsp; Higher Cap-X with the turn-over is built in.</p> http://www.stockchase.com/opinions/view/122444 Mon, 17 Jun 2013 00:00:00 -0400 http://www.stockchase.com/opinions/view/122444