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
2017-05-29 TOP PICK CitiGroup
C-N
Colin Stewart

This US bank has more international exposure, which is attractive with some of the international economies which are rebounding and growing more quickly than emerging markets. Also, trades at a valuation discount to it peer group. Trading at a discount to tangible book right now, at only about 11X earnings. Dividend yield of 1%, and there is a big opportunity for this to go up. (Analysts’ price target is $66.)

Price:
$62.070
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
No
2017-05-29 TOP PICK Celgene-Corp
CELG-Q
Teal Linde

They are growing nicely.  One of the fastest growing large cap pharma in North America.  Their slowest growth year was 14%.  Otherwise they averaged 20% per year over the last 10 years.  (Analysts’ target: $147) .

Price:
$116.780
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
SELECTIVE
Owned:
Yes
2017-05-29 TOP PICK Enbridge-Income-Fund-Holdings
ENF-T
Teal Linde

He prefers this one over ENB-T.  This is his defensive pick.  It has a 6.2% dividend that will increase 10% per year.  This is more of an owner of assets.  Less than 1% of their income stream is susceptible to interest rate, commodity or currency risk.  (Analysts’ target: $36).

Price:
$32.800
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
SELECTIVE
Owned:
Yes
2017-05-29 TOP PICK Facebook
FB-Q
Teal Linde

It just keeps on going.  Revenues and earnings are expected to grow 39% this year.  What is holding it back is that they have said that the price per ad is going up instead of down, like with Google.  They are getting a 14% increase.  (Analysts’ target: $170).

Price:
$152.130
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
SELECTIVE
Owned:
Yes
2017-05-29 TOP PICK Polaris-Infrastructure
PIF-T
Colin Stewart

Their main asset is a geothermal energy facility in Nicaragua, a pretty stable political jurisdiction. Nicaragua relies significantly on renewable energy for power generation, in particular this company’s power facility. They have a long-term contract with the government, which generates very stable cash flow. Dividend yield of 4%. (Analysts’ price target is $25.)

Price:
$16.340
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2017-05-29 TOP PICK Tricon-Capital-Group
TCN-T
Colin Stewart

Through acquisitions and development of different businesses, it has become a significant play on US residential real estate. They are real estate developers and investors. Recently made a transformational acquisition of Silver Bay Realty, which significantly expands their single-family rental division, a developing area in the US. Dividend yield of 2.3%. (Analysts’ price target is $14.)

Price:
$11.180
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2017-05-26 TOP PICK iShares-S-and-P-Asia-50-ETF
AIA-Q
Stan Wong

This gives you a diversified exposure to 50 of the largest, most established Asian names in a single strategy. This is trading at under 12X PE on a forward basis, 1.5X Price to book. That is a discount to North America.

Price:
$56.800
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-05-26 TOP PICK BlackBerry
BB-T
Michael Smedley

Thinks that this is at the breakout. They are sitting with $1.7 billion in cash, has free cash flow and are still top of the security type market. They have this radar set up which is going to do a more sophisticated job on tracing trucks all around the countryside. They also have other divisions, including one that has multifaceted stuff in cars. Still going to get royalties out of the handhelds. (Analysts’ price target is $9.50.)

Price:
$14.950
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-05-26 TOP PICK BTL-Group-Ltd.
BTL-X
Michael Smedley

This is involved in blockchain technology, the new coming thing in financial transactions. Curiously, this seems to be the only pure blockchain developer provider in the world. Trial clients are Visa, banks and a group of powerful energy trading interests.

Price:
$4.650
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-05-26 TOP PICK CCL-Industries--B-
CCL.B-T
Michael Smedley

A packaging giant, as well as a player in the new polymer banknote material, which they acquired from a partnering type of company. There is going to be a 5 for 1 stock split in a couple of days. Dividend yield of 0.7%. (Analysts’ price target is $337.50.)

Price:
$310.970
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-05-26 TOP PICK Facebook
FB-Q
Stan Wong

They are up to 1.9 billion active monthly users. They have more users with more user time than any other social network. They provide the largest audience, and therefore the most valuable data for advertisers. Their ad revenue per user is growing very nicely, and the runway is very long term. Despite shares being near all-time highs, he continues to buy this for his clients. Shares are trading at a forward PE of 25X, near their historical low. (Analysts’ price target is $170.)

Price:
$152.130
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-05-26 TOP PICK Koninklijke-Philips-Electronics
PHG-N
Stan Wong

This is a Netherlands name. Global health technology. Broadly speaking, he likes Europe. When you look at names in the euro zone, you want to look at those that are exporters. Because the euro has been low, these exporters can do very well from a currency standpoint. This continues to do well due to its continued cost cutting, restructuring and operational leverage measures. They are divesting their LED light bulbs. Consolidating their healthcare, personal care and consumer lifestyle divisions. Only trading at 10X enterprise value over EBITDA. Dividend yield of 2.4%. (Analysts’ price target is $35.77.)

Price:
$35.130
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-05-25 TOP PICK EnerCare-Inc
ECI-T
Douglas Kee

A fairly conservative company. Water heaters and HVAC’s. A slower growth company, but good earnings growth. A good, solid business. They are expanding in the US. Dividend yield of 5.1% will be going up 5% or so a year. (Analysts’ price target is $24.25.)

Price:
$18.770
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-05-25 TOP PICK Photon-Control
PHO-X
Peter Imhof

A technology company that works in the semiconductor space doing etching. (Only 1 analyst follows.) Has a pristine balance sheet. 25% of the market cap is in cash. Has a good backlog over the next number of quarters. Reporting in about a week or so, and expects them to have an all-time record of top line revenue. (Analysts’ price target is $2.)

Price:
$1.400
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
Yes
2017-05-25 TOP PICK Pembina-Pipeline-Corp
PPL-T
Douglas Kee

He likes this because of their potential acquisition of Veresen (VSN-T), which will give them some run room and better diversification in the US. There is $20 billion of potential projects out there. Dividend yield of 4.7%. (Analysts’ price target is $50.)

Price:
$43.710
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 23,916 entries
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