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
2017-06-22 TOP PICK AutoCanada-Inc.
ACQ-T
Paul Harris, CFA

This collapsed when they were buying auto dealerships, integrating them, and supplying technology to their back-office, etc., but they never integrated them, made 14 acquisitions in one year and were primarily in BC and Alberta. New management came in and did a lot of things the old management didn’t do, including reducing the number of acquisitions per year. They are now one of the largest players. Trading at about 11X earnings. They throw off about $40-$50 million of free cash, which they will use to buy a couple of other dealerships. Dividend yield of 2.2%. (Analysts’ price target is $22.)

Price:
$18.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-22 TOP PICK Grande-West-Transportation-Group
BUS-X
Bruce Campbell (2)

They had all these bus orders for Canadian customers.  They were getting trials and then huge orders.  Now they are doing the same thing in the US.  They provide smaller transit busses.  (Analysts’ target: $3.83).

Price:
$2.660
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Yes
2017-06-22 TOP PICK Blackstone-Group-LP
BX-N
Paul Harris, CFA

This is a private equity firm, one of the biggest in the world. They’ve just did a deal for an infrastructure fund for Saudi Arabia. Trading at about 10X on earnings. They are good asset accumulators. Dividend yield of 7.2%. (Analysts’ price target is $36.)

Price:
$33.060
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-22 TOP PICK CVS-Health-Corp
CVS-N
Paul Harris, CFA

Somewhat of a unique company. It is not just a pharmacy. It is a long-term care facility and a consulting firm. The stock has fallen a fair bit. It has a great cash flow yield of about 7%. On the pharmacy side, they had a few issues where same-store sales had gone down a fair bit. The long-term care thing is starting to grow and he can see very good growth there. Dividend yield of 2.5%. (Analysts’ price target is $88.)

Price:
$77.220
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-22 TOP PICK Patient-Home-Monitoring
PHM-X
Bruce Campbell (2)

It has been very loved and hated. They had a huge turn-up in their business.  30% organic revenue growth.  They generate cash and the stock is trading at about 6.5 times.  (Analysts’ target: $0.85).

Price:
$0.475
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Yes
2017-06-22 TOP PICK Westport-Fuel-Systems-Inc
WPRT-T
Bruce Campbell (2)

Clean burning heavy engines. They were a market darling 10 years ago. We are now actually seeing the progression to cleaner fuels such as natural gas. They have a joint venture with Cummins. They also have components. They have sold off non-core businesses.  (Analysts’ target: $3.00).

Price:
$2.980
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
BULLISH
Owned:
Yes
2017-06-21 TOP PICK Capgemini
CAP-FP
Andy Nasr

This is a consulting company, not too dissimilar from IBM and CGI. Located in Europe. They will really benefit from the migration to the Cloud proliferation of data. There is more information needed to be stored, analysed, and eventually consumed. Because this is domiciled in Europe with relatively decent market share, you should see a bit of an uplift as a result of BREXIT. If a company decides to relocate, or eventually they don’t want to deal with political risk or regulatory headaches, they’ll want to migrate more to the Cloud. Dividend yield of 1.6%. (Analysts’ price target is €106.)

Price:
$0.000
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-06-21 TOP PICK CVS-Health-Corp
CVS-N
Gordon Reid

One reason he likes this is that it is out of favour. We always have to gravitate to things that will do well in the future as opposed to what has done well in the past. This is a combination of CVS the drugstore and Caremark, a pharmacy benefits manager. They sell over 1 billion prescriptions a year and have over 10,000 locations in the US. As it stays out of favour, it gets more and more compelling from a valuation standpoint. Based on next year’s expectations of earnings, it is trading at a little over 12X earnings, well below the market multiple. Dividend yield of 2.5%. (Analysts’ price target is $88.)

Price:
$78.160
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-06-21 TOP PICK Masonite-International-Corp
DOOR-N
Gordon Reid

Makes exterior and interior residential and commercial doors. They are in 65 countries around the world. If you are a believer in the increasing home ownership globally, and in the US in particular, and household formations improving and increasing, this company should do well. Their margins are improving, which is always a good thing. (Analysts’ price target is $85.)

Price:
$73.200
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-06-21 TOP PICK Liberty-Global-PLC
LILAC-OTC
Andy Nasr

A cable and mobile phone company, with dominant market share in a lot of Caribbean regions and Latin America. Trading at a very, very deep discount to what he thinks represents fair value. Mobile or broadband penetration in those regions is below 40%-50% in many cases. As network coverage improves, companies like this will really start to bank and mint cash flow. This is controlled by Liberty Global which historically has done a tremendous job of allocating capital and consolidating businesses.

Price:
$0.000
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-06-21 TOP PICK PacWest-Bancorp
PACW-Q
Gordon Reid

A regional bank in the California area with about 80 branches. This has been a serial acquirer. They’ve bought a number of small-cap banks ranging from $200 million-$800 million market capitalization. It is really a commercial lender, both on the real estate side and the business side. Net interest margins are quite healthy at more than 5%. Trading at about 17X earnings. Dividend yield of 4.2%. (Analysts’ price target is $56.)

Price:
$46.750
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-06-21 TOP PICK Priceline.com-Inc.
PCLN-Q
Andy Nasr

A good example of a stock that will benefit from a lot of technology trends of more and more people doing things online. 30% of travel bookings are done online right now, still a relatively low number. The industry is dominated by 2 players, Priceline and Expedia. The estimated P/E of 42X is way too high. Next year’s estimates are closer to 21X, and if you strip out cash, it is actually below 20X. They are going to be able to grow through acquisition, which they’ve done a good job of. (Analysts’ price target is $2040.)

Price:
$1867.780
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 TOP PICK Amazon.com
AMZN-Q
Bruce Murray

This company has unrivaled retail assets. Also, with their AWS Computing subsidiary, they have low cost computing and have everything they need to compete in the retail world. Thinks their revenues are going to continue to grow at 15%-20% and earnings will be compounding at 15% over the next several years. His target price is $1150 in 12 months. With their big acquisition of Whole Foods, they just tapped into the biggest retail market. (Analysts’ price target is $1100.)

Price:
$992.590
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 TOP PICK Enbridge
ENB-T
Bruce Murray

This has gone nowhere for a couple of years. Down to $50, where it has not been for some time. They openly talked about 10% dividend growth over the next several years. This is the safest way to play the energy stocks. If you are going to play energy at all, just enter through these big pipeline stocks that have long term assets. Dividend yield of 4.7%. (Analysts’ price target is $62.)

Price:
$50.060
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 TOP PICK Morgan-Stanley
MS-N
Bruce Murray

The leading independent brokerage business, as well as one of the largest money managers in the US for high net worth individuals. A stronger economy, higher rates and more savings by consumers are all going to feed the stock. Dividend yield of 1.7%. (Analysts’ price target is $48.)

Price:
$45.500
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 24,024 entries
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