Recent Top Picks | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Recent Top Picks

Date Signal Company Expert Opinion Price
2012-04-24 TOP PICK CLP-Holdings
002-HK
Charles Lannon Strong balance sheet, dividend and visible growth trajectory. Will benefit with then convert coal fired generation to natural gas in Hong Kong and get 9.9% return on net assets. 50/50 investors in two large nuclear generation facilities plus have existing nuclear generation assets in China. A sweet spot in the utility industry. Have a wholly owned Australian utility and believes it will be spun out by year-end. Stock price does not reflect this asset at present. Price:
$0.010
Subject:
CANADIAN LARGE & GLOBAL
Bias:
BULLISH on US ECONOMY
Owned:
Yes
2012-05-30 TOP PICK CLP-Holdings
002-HK
Karl Berger Utility primarily in Hong Kong, but it’s cheaper than Canadian power companies. Regulated business but regulators are reasonably favourable. Growth in the stock and reasonable dividend. ADR in New York. Price:
$0.010
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2012-08-01 TOP PICK CLP-Holdings
002-HK
Charles Lannon

Trades in Hong Kong. Very attractive dividend yield of 4%. Currently benefiting from a substantial upgrade on their Hong Kong power generating assets, converting them from coal to natural gas. Longer-term they have very good expansion projects on mainland China and India.

Price:
$0.010
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2012-03-01 TOP PICK MTR-Corporation-Limited.
0066-HK
Darren Sissons Own rental properties in subway stations (70% of their revenue), recurring, 4 Million passengers a day. Have managed subway stations around the world. Should expect an increase in the dividend as they have been doing. Last year was a bad year for emerging markets. Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
BULLISH
Owned:
Yes
2013-04-24 TOP PICK MTR-Corporation-Limited.
0066-HK
Darren Sissons

Hong Kong rail company. Core operations are running a subway, but because of the density of Hong Kong it owns the subway stations and the retail operations which they charge rent. Very attractive growing dividend. Has 2 operations in China as well as management contracts in Sweden, Australia and the UK. Dividend yield of 2.53%.

Price:
$0.000
Subject:
GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2013-10-24 TOP PICK MTR-Corporation-Limited.
0066-HK
Darren Sissons

They are going to add 5 new subway extensions so that about 25% of the Hong Kong network will be increased. They own all the retail upon which that land is developed. Have international operations. Good balance sheet.

Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
Yes
2012-11-07 TOP PICK Hang-Lung
0101-HK
Mark Grammer

(Hong Kong exchange.) To him it is the best managed property company in Asia. Extremely conservative management. Exposed to shopping centers. Have some property development in Hong Kong that provides a nice, steady source of cash. Great management, which is extremely good at their due diligence and they invest in sites that are really solid.

Price:
$0.010
Subject:
GLOBAL
Bias:
OPTIMISTIC on US ECONOMY
Owned:
Yes
2013-02-04 TOP PICK Hang-Lung
0101-HK
Ian Ainsworth

Shopping center developer out of Hong Kong. He sees growth in the consumer in China. Well managed company that has been around for a long time. Basically they run high-end shopping malls. They build them and manage them. Has been selling assets off their balance sheet, typically getting 100 cents on the dollar. Yield of 2.5%.

Price:
$0.010
Subject:
GROWTH & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2013-01-23 TOP PICK Tsingtao-Brewery-Co.
0168-HK
Darren Sissons

(Hong Kong Exchange.) Most profitable and the #1 brand of beer in China. Has been growing like a weed in the last few years. Tsingtao government owns 30% and Asahi Brewery of Japan owns 20%. Ultimately this story will grow, driven by the underlying growth of the Chinese consumer. Because of its size, it is shielded from being taken over.

Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
DEFENSIVE
Owned:
Yes
2014-01-30 TOP PICK Tsingtao-Brewery-Co.
0168-HK
Darren Sissons

(A Top Pick Jan 23/13. Up 24.25%.) This is actually basically on sale now, because emerging markets are selling off but fundamentally this is a staple and is a play on the growth of the Chinese population. The #1 brand in China. Very good value. 30% is owned by the Chinese government and 20% by a Japanese brewing giant.

Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2014-05-02 TOP PICK Tsingtao-Brewery-Co.
0168-HK
Norman Levine

Chinese market is a good one and as incomes increase, beer drinking is going up.  These guys are a consolidator.  Barley price is coming down and it is helping their profitability.  Has not been a great performer recently because emerging markets were out of favour.  This is a high quality company. 

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2014-09-29 TOP PICK Tsingtao-Brewery-Co.
0168-HK
Norman Levine

Chinese stock that also trades on the pink sheets in the US.  It is out of favour because of slow growth and the democracy movement in Hong Kong.  More and more people in China will be drinking beer.  Has a bit of yield that grows as well.

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Yes
2014-11-20 TOP PICK Tsingtao-Brewery-Co.
0168-HK
Darren Sissons

Has been growing at double digit rates.  Brewing companies use a ton of energy.  So lower energy costs are helpful for this story.  It is relatively cheap.  Owned since the low $30s. 

Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Yes
2015-05-04 TOP PICK Tsingtao-Brewery-Co.
0168-HK
Darren Sissons

It is up 25% in the last two years.  It is growing in Canada and is getting access to the increasing wealth in China. 

Price:
$0.000
Subject:
GLOBAL LARGE
Bias:
SELECTIVE
Owned:
Yes
2016-09-30 TOP PICK LG-Household--and--Healthcare-Ltd
051900-KS
Christine Tan

Cosmetics and skincare, and is her play on beauty spending in China. If you look at serious spending in China, it is cosmetics and has doubled over the last 5 years, but is expected to continue to grow by double digits in the next few years. Dividend yield of 0.58%.

Price:
$0.000
Subject:
EMERGING MARKET
Bias:
BULLISH on EMERGING MARKETS
Owned:
Yes
Showing 1 to 15 of 23,562 entries
<< < 1 2 3 4 5 > >>