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
2017-02-24 TOP PICK Bank-of-Montreal
BMO-T
Bill Shaw

This bank has been making some very strategic moves in terms of getting costs down. In terms of their US exposure, Harris is doing a lot better. They continue to make tuck in acquisitions. Increasing rates will be good for net interest margins. Dividend yield of 3.5%, and has had an excellent track record of dividend growth over the past decade. (Analysts’ price target is $101.20.)

Price:
$99.980
Subject:
CANADIAN DIVIDEND & REITS
Bias:
UNKNOWN
Owned:
Yes
2017-02-24 TOP PICK Chesswood-Group
CHW-T
Andrey Omelchak

A small-ticket equipment leasing business, and they also provide lending solutions. Mostly operates in the US. The small business confidence in the US is at an all-time high, and as a result, they have seen a very strong pipeline. Has a good organic growth profile. A very solid and capable management team that understands the credit cycles. Thinks this is a prime take-out candidate because it would be hugely liquid for a financial services institution. Dividend yield of 6.8% is sustainable and there is room for further dividend increases.

Price:
$12.310
Subject:
CANADIAN & HEDGING
Bias:
UNKNOWN
Owned:
Yes
2017-02-24 TOP PICK Corus-Entertainment--B-
CJR.B-T
Bill Shaw

They have to get some good synergies of their Shaw acquisition, and in terms of subscriber, they have to keep it up. In 2018, the CanWest payment of $5 million a year disappears. The payout ratio is starting to come back down. Dividend yield of 8.94%, which he thinks is secure, but he wouldn’t mind if they cut it to conserve cash and reinvest it in the business. (Analysts’ price target is $13.23.)

Price:
$12.750
Subject:
CANADIAN DIVIDEND & REITS
Bias:
UNKNOWN
Owned:
Yes
2017-02-24 TOP PICK Manulife-Financial
MFC-T
Bill Shaw

Life insurance companies are a classic way to play rising interest rates. This one is well-managed, and he particularly likes the fact that they have got the strong Asian market. He has a price target of $27 over the next year. Reasonable dividend yield of 3.41%. (Analysts’ price target is $27.67.)

Price:
$23.850
Subject:
CANADIAN DIVIDEND & REITS
Bias:
UNKNOWN
Owned:
Yes
2017-02-24 TOP PICK Pacific-Insight-Electronics
PIH-T
Andrey Omelchak

This provides interior lighting solutions for vehicles. People want these things in their vehicles, so the demand for this type of product has really increased nicely over the last several years. They have seen a very strong pipeline for their product. A very profitable company. Just started working with Tesla a couple of quarters ago and are now working on their model 3. They are best in class in terms of the product they provide. A prime take-out candidate, as they keep continuing delivering and given the levels they are trading at.

Price:
$9.510
Subject:
CANADIAN & HEDGING
Bias:
UNKNOWN
Owned:
Yes
2017-02-24 TOP PICK Exco-Technologies
XTC-T
Andrey Omelchak

A well-run company and the ROE is high. They have been expanding margin profile. Normal course issue is going to support the stock price and they are going to see positive allocation of capital. Dividend yield of 2.84%. (Analysts’ price target is $14.08.)

Price:
$11.250
Subject:
CANADIAN & HEDGING
Bias:
UNKNOWN
Owned:
Yes
2017-02-23 TOP PICK Horizons-S-and-P-TSX-Capped-Energy-Index
HXE-T
Brooke Thackray

It is a call on oil.  People are saying Canadian oil stocks just pulled back because of potential border taxes, but US oil stocks did the same thing.  We are starting to break out right at the beginning of their seasonal period.  Feb. 25 until May 9, oil stocks tend to do well.  Technically and seasonally it is the right time to step into oil stocks.

Price:
$21.000
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-02-23 TOP PICK Magna-Int-l.--A-
MG-T
Brooke Thackray

It is a classic play on the economy.  Consumers keep buying cars.  Feb. 24 to Apr. 24 is the period of seasonal strength.  We are seeing a break out taking place.  Technically and seasonally it looks good.  (Analysts’ target; $65.37).

Price:
$59.200
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-02-23 TOP PICK Sphere-FTSE-Emerging-Sustainable-Yield-ETF
SHZ-T
John DeGoey

A product that was only launched a few months ago. This is a good way to screen for de facto values. As a complement to VEE-T, VEE is diversified emerging markets, and this has more of a value screen.

Price:
$10.410
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-02-23 TOP PICK Vanguard-Global-Value-Factor-ETF
VVL-T
John DeGoey

This product has done remarkably well since it was launched. It is less than a year old and is up an incredible amount. People really need to think globally and to invest in value stocks in small company stocks. A great way to get global stocks and with a value bent.

Price:
$31.460
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-02-23 TOP PICK iShares-S-and-P-TSX-Global-Gold
XGD-T
John DeGoey

His rationale for gold is that people need to always think, from a portfolio perspective. So that instead of cherry picking on how well a security would do, build an entire portfolio and consider how everything would work together. Having something like gold in your portfolio is a good way to improve risk adjusted returns. A great thing to have in your portfolio, with a small sliver, 3%-5% as a long-term Hold.

Price:
$13.680
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-02-23 TOP PICK SPDR-Materials-ETF
XLB-N
Brooke Thackray

This is chemicals in the US.  We are seeing slow growth with a bump up from Trump.  It is positive on a fundamental basis, technically it looks good and it is strong from a seasonal point of view.

Price:
$52.320
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-02-22 TOP PICK Anthem-Inc
ANTM-N
Paul Macdonald

The dominant licensee of Blue Cross Blue Shield in 14 states. About 1 in 9 Americans have insurance through them. There are some very structural, positive tailwinds for the medical managed care organizations over the next couple of years. Dividend yield of 1.59%. (Analysts’ price target is $175.75.)

Price:
$163.270
Subject:
HEALTHCARE
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2017-02-22 TOP PICK Celgene-Corp
CELG-Q
Paul Macdonald

Just added this in January. The company has a blood cancer drug that is really going to be the dominant player in that space. Has a huge pipeline of trials that are coming out with Revlimid . Also, diversifying their pipeline with Otezla. Between now and 2020, they are going to double revenues, and they don’t need success in their pipeline to do so. Trading at 16.9X forward earnings, and that grows down to 14X 24 months out. (Analysts’ price target is $140.27.)

Price:
$119.270
Subject:
HEALTHCARE
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2017-02-22 TOP PICK Cineplex-Inc
CGX-T
Jerome Hass

*Short* A pairs trade with Cinemark (CNK-N). This is trading at twice the valuation of Cinemark.

Price:
$50.920
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Yes
Showing 1 to 15 of 23,562 entries
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