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
2017-01-16 TOP PICK Air-Canada--B-
AC-T
Jason Mann

It is time to recommend this one.  It has great price momentum and the valuation is cheap – 4 times PE.  It beat on a decent quarter.  The challenge has been their debt load, but it seems they can now leverage their balance sheet.  Discipline has come back into the trade.

Price:
$13.810
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-01-16 TOP PICK AutoCanada-Inc.
ACQ-T
Paul Harris, CFA

This fell apart over several years, simply because they were in BC and Alberta during the hard time. Secondly it is supposed to be a growth by acquisition story and they were buying 2-3 dealerships a year, but 1 year they did 15 dealerships, way too many. Also, they didn’t really integrate their back-office effectively. New management came in and are committed to making only 2-3 acquisitions a year. A good story at these levels, and it should continue to do well. Dividend yield of 1.55%. (Analysts’ price target is $24.25.)

Price:
$25.750
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-16 TOP PICK Blackstone-Group-LP
BX-N
Paul Harris, CFA

The largest private equity firm globally. Trading at 10X earnings. The stock really didn’t move when all the other financials did. They have about $100 billion that they can spend to buy things if things go bad. They were really good buyers of assets all the way from 2008-2009. Have some great assets which have matured and is now time to sell, but they need a strong equity market. When they get this in the next couple of years, they will harvest a lot from the purchases they made. Not expensive. Dividend yield of 5.45%. (Analysts’ price target is $33.83.)

Price:
$30.090
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-16 TOP PICK Gilead-Sciences-Inc.
GILD-Q
Paul Harris, CFA

This has 2 big drugs; Hepatitis C and HIV. The HIV drug is doing very well and continues to grow. The problem with the Hep C drug is that it cures, so revenue is coming down and the market is implying that the decline in revenue is going to be a lot faster. Secondly, the market is giving them no value for their existing HIV drug which continues to do well. They are also not getting any value from the fact that there are still a lot of people with hepatitis C, and they’ll need to use the drug. Zero value is being given to the pipeline even though they have some good products. A fantastic balance sheet with no debt. They have a lot of cash overseas, and if they are allowed to bring this back, there will be benefits. Trading at 7X earnings. Yield of 2.57%. (Analysts’ price target is $94.89.)

Price:
$73.070
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-16 TOP PICK General-Motors-Corporation
GM-N
Jason Mann

It is a play on job growth.  It is extremely cheap and poised to benefit in the cyclical growth environment.  Longer term the valuation is compelling.

Price:
$37.340
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-01-16 TOP PICK Industrial-Alliance-Life-Ins
IAG-T
Jason Mann

He believes we are in a rising interest rate environment and you want to own financials in this environment.  It qualifies in valuation, price momentum and volatility.  He likes MFC-T and it did well as a Top Pick.  He likes all three.

Price:
$55.030
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-01-13 TOP PICK Metlife
MET-N
Stan Wong

He likes the financials in the US. Life insurers are going to benefit the most from rising interest rates and a steepening yield curve. This is the largest US life insurer, and one of the largest financial services companies in the US. A pretty strong global brand, very solid financial balance sheet and a very large distribution network. There is also an easing of the regulatory environment. About 3 months ago, they announced a shareholder friendly $3 billion buyback program. Trading pretty cheap at 10X PE. Dividend yield of 2.95%. (Analysts’ price target is $60.03.)

Price:
$54.310
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-01-13 TOP PICK Purpose-High-Interest-Savings
PSA-T (No Listi
Daniel Straus

If you showed a graph, you would almost see a flat line. It doesn’t mean that the patient is dead. It is basically an ETF that holds Cash. Pays about 1%. If you are very tax sensitive and you don’t like premium bonds, but want a cash like exposure in an ETF form, this is a way to do it.

Price:
$0.000
Subject:
ETF's
Bias:
UNKNOWN
Owned:
No
2017-01-13 TOP PICK United-Technologies
UTX-N
Stan Wong

He likes the industrial and the defence spending space, and this company really benefits from both areas as their product includes aircraft, engines, elevators, escalators, climate control, etc. They’re going to benefit, not only from the recovery economy, but also that Trump is going to be putting money back into infrastructure and defence spending. Dividend yield of 2.4%. (Analysts’ price target is $116.50.)

Price:
$110.220
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-01-13 TOP PICK Vanguard-Global-Value-Factor-ETF
VVL-T
Stan Wong

Feels the value will continue to outperform growth going forward. It seriously outperformed growth in 2016 and he thinks that will continue. An actively managed ETF using a rules-based or quantitative type strategy that aims to select global equities with value characteristics. Right now, this carries a very large weighting in the US financial sector. In the last 6 months, it has outperformed against the world Index by over 10%.

Price:
$31.000
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-01-13 TOP PICK iShares-FactorSelect-MSCI-USA-Index-ETF--CAD-Hgd-
XFA-T
Daniel Straus

An example of a kind of satellite position for US equities. For your core, you want to have a low cost, passive Index ETF that gives you a lot of exposure, but if you want to experiment with a new breed of products, Strategic Beta, Factor Investing or Smart Beta, this is a great example. It tracks an index from MSCI which tries to give exposure to 4 market factors, which historically have given evidence of a possibility for outperformance. They are value, quality company stocks that are moving in an up-trending direction. This is currency hedged.

Price:
$23.270
Subject:
ETF's
Bias:
UNKNOWN
Owned:
No
2017-01-13 TOP PICK BMO-MSCI-EAFE-Hedged-TO-CAD
ZDM-T
Daniel Straus

An example of a core holding for an international equity. It is currency hedged, so it is hedged against the fall of other global currencies relative to CAD, mostly euro and Asian currencies. If you believe that international equities are going to perform well over the future, but it is going to be export driven companies that do well, you may wish to bias towards large caps.

Price:
$19.580
Subject:
ETF's
Bias:
UNKNOWN
Owned:
No
2017-01-12 TOP PICK Bank-of-America
BAC-N
Mohsin Bashir

He sees more upside.  There are several reasons to like it.  The chart is scary.  He is recommending it here.  It stands to benefit after being handcuffed for nearly 10 years.  They have gone the extra mile to streamline their product line up and reduce costs.  They are going to benefit from being a more streamlined operator.  They will get the tail wind of higher interest rates.  (Analysts’ Target: $23.81).

Price:
$22.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-01-12 TOP PICK Horizon-North-Logistics
HNL-T
James Telfser

Believes that this has bottomed. There is a lot of competition in this space, both from private companies and from public guys like Black Diamond, etc. Thinks that is coming to an end and there will be a little bit of consolidation. Players that have the best balance sheet will be the ones that consolidate the most and do well in that environment. This company should benefit somewhat from an increase in activity. Dividend yield of 4.04%. (Analysts’ price target is $2.32.)

Price:
$1.980
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2017-01-12 TOP PICK MTY-Food-Group
MTY-T
James Telfser

A quick serve restaurant company. Made a great acquisition for about $310 million US which gives them a new platform to try some of their concepts in the US. It further diversifies the business, and allows them to continue to grow earnings. For the last decade, they’ve added new brands and new acquisitions every year, and have done a really good job of it. Trading at about 12X EBITDA. Dividend yield of 0.96%. (Analysts’ price target is $49.75.)

Price:
$47.670
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 23,393 entries
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