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
2017-09-21 TOP PICK Bank-of-America
BAC-N
David Burrows

It is a more domestically focused bank.  40% of business is from corporate and consumer banking.  20% of revenue is from wealth management which they have done a good job with.  Business conditions are improving in the US.  Higher interest rates are going to give them the ability to make a better interest margin.  ROE could go from 7 to 10%.  It is trading at 1 times its book value vs. 3 for norms and for Canadian banks.  (Analysts’ target: $27.00).

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-21 TOP PICK Caterpillar
CAT-N
David Burrows

It has done well through a difficult period.  80% of the revenue from that sector was just replacement parts.  This equipment wears out and has to be replaced and maintained.  It has the fastest earnings revisions of any S&P company.  (Analysts’ target: $125.00).

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-21 TOP PICK DowDuPont-Inc.
DWDP-N
David Burrows

The largest chemical company in the world.  They may break up into three to unearth more value.  They are completely attached to the global economy.  There are billions in savings they can generate in the next couple of years to generate a much better return on their assets.  It just continues to unfold.  (Analysts’ target: $79.00).

Price:
$0.000
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-20 TOP PICK Apple
AAPL-Q
Zachary Curry

This keeps you in the eco system, which is extremely profitable for them. The apps and the music side is keeping you in there. The iPhone 8 and iPhone X should be positive heading into the holiday season. Also, it is not trading at an outrageous multiple. Dividend yield of 1.6%. (Analysts’ price target is $180.)

Price:
$156.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2017-09-20 TOP PICK Accenture-Ltd.
ACN-N
Zachary Curry

More and more people are moving to the Cloud and not knowing how to do it. Production for this company is helping companies do it. That will grow, grow and grow in his view. Has a huge cash horde, and are very good at integrating acquisitions. Sees it in the $150-$160 range in a year. Dividend yield of 1.8%. (Analysts’ price target is $138.)

Price:
$138.010
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2017-09-20 TOP PICK Altagas-Ltd
ALA-T
Zachary Curry

Subscription Receipts. They did a big deal with the WGL in Washington, and there is a bit of pressure there, but positive and the fact that you get your $31 back if the deal doesn’t work, and a 7% monthly income to wait. Dividend yield of 7.3%. (Analysts’ price target is $33.)

Price:
$28.210
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2017-09-20 TOP PICK Medical-Facilities-Corp.
DR-T
Bruce Murray

They own source surgical centres in the US. They own 55% of the properties and the surgeons own 45%. The surgeons get paid, but they also have an interest in the business. They are mainly in the Midwest. A relatively small company. Management knows what they are doing, and will continue to buy more of these things. He wants to see a 5% dividend yield, which means it will be a $20 stock, and he will reduce his position in it. Dividend yield of 7.5%. (Analysts’ price target is $16.)

Price:
$14.900
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2017-09-20 TOP PICK Newell-Brands-Inc
NWL-N
Bruce Murray

This was a top pick in August. Then we had the hurricanes that hammered Houston. This company owns Rubbermaid and they buy a lot of rubber. They just put out a press release saying their earnings were going to be hurt because of the increased cost of rubber, and in fact might not get it for a period of time. Because of this, the stock has been hit and is now in the low $40s. He does not believe this is a long-term event, and he would buy the heck of it at this price. It is $3 of earnings and an extremely well-managed company. They own a plethora of brands. Earnings are $3 currently, and he thinks that goes to $4 in a couple of years. Has a $60 target price. Dividend yield of 2.2%. (Analysts’ price target is $58.)

Price:
$42.400
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2017-09-20 TOP PICK Royal-Caribbean-Cruises
RCL-N
Bruce Murray

The stock is down because of hurricanes; however it continues to plug away. Has a $135 target price on it. Demographic demand is strong. The Chinese are getting into cruising, which is a huge market opening up. Cruising will continue to grow. Dividend yield of 2%. (Analysts’ price target is $130.)

Price:
$115.540
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2017-09-19 TOP PICK Celgene-Corp
CELG-Q
Gordon Reid

This has done extremely well. It is growing quickly. Has a good pipeline with 4 drugs that he believes could be $1 billion or more in revenue. The biggest property they own is Revlimid. They concentrate on cancer treating drugs. Not inexpensive, but is reasonably priced. Thinks that next year they will do $8 a share in earnings, less than 20X, and growing at a rapid rate. (Analysts’ price target is $156.)

Price:
$143.470
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-09-19 TOP PICK Lear-Corp.
LEA-N
Gordon Reid

Automotive seating systems. Trading at less than 9X earnings. Growing rapidly and well-managed. The auto industry is more than just North America. About 17 ½ million units out of N.A., 22 million out of Europe and about 26 million out of China. Dividend yield of 1.2%. (Analysts’ price target is $167.)

Price:
$166.300
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-09-19 TOP PICK Methanex-Corp
MX-T
Nick Majendie

The world’s largest producer of methanol, but it tends to track energy prices broadly. Feels there is excellent demand growth over the next number of years, which this company will participate in. They’ve done all of their greenfield expansion over the last number of years, so will be generating a lot of free cash flow in an environment where he expects methanol prices to be between $350 and $400 over the next 5 years. Dividend yield of 2.3%. (Analysts’ price target is $57.)

Price:
$64.330
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-19 TOP PICK Priceline.com-Inc.
PCLN-Q
Gordon Reid

This has been one of the best performing stocks in the NYSE’s history. Had owned this about 15 years ago at $19, but the multiple is lower today than it was then. They will make somewhere in the neighbourhood of $78 a share in earnings this year, and may even touch $90 a share next year. They’ve been very acquisitive over their lifespan. (Analysts’ price target is $2,100.)

Price:
$1859.780
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-09-19 TOP PICK Peyto-Exploration--and--Develop.
PEY-T
Nick Majendie

The lowest cost gas producer in Alberta. He really likes management. They’ll produce BOE’s next year close to 120,000 a day with 53 employees, where over the last 5 years it was between 50 and 55. Very efficient. Natural gas prices have been improving lately. Dividend yield of 6.4%. (Analysts’ price target is $30.)

Price:
$20.910
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-19 TOP PICK Yamana-Gold-Inc.
YRI-T
Nick Majendie

Has been a disappointing performer and selling at a discount. There was a lot of worry amongst investors and some analysts about the balance sheet because of their building of the new mine Serra Morro, which is now 90% complete, and will increase their cash flow 20%, if not 30% when it is in full production. People are worried it might breach their debt covenants, resulting in an equity issue, but he heard they had hedged 60% of next year’s gold production, and 70% of copper production, at prices above what they had budgeted for. In addition, Serra Morro will see them increase their silver production by about 40%. Dividend yield of 0.8%. (Analysts’ price target is $3.50.)

Price:
$3.390
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
Showing 1 to 15 of 24,391 entries
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