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
2017-05-26 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
2017-05-25 TOP PICK Pure-Multi-Family-REIT-LP
RUF.U-X
Peter Imhof

A multifamily REIT of Class A rentals in the US in the Sunbelt. The majority of assets are in Texas, one of the fastest-growing states in the US. Rental prices have been going up. Recently announced a couple of acquisitions in Arizona. Good management. Dividend yield of 5.4%. (Analysts’ price target is $7.25.)

Price:
$7.050
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
Yes
2017-05-25 TOP PICK Toronto-Dominion
TD-T
Douglas Kee

This is big in Canada as well as in the US. Feels there is good growth potential in the US with a better US economy, and interest rates rising faster. Earnings came out today and they were very good. Dividend yield of 3.8%. (Analysts’ price target is $70.)

Price:
$64.010
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-05-25 TOP PICK Yangarra-Resources
YGR-T
Peter Imhof

The company was producing 2900 BOE’s in December, which went to 4000 in February. They are now producing 6000. Even though the stock has gone up a ton, the valuation has remained the same because cash flow generation and production has gone up as much, if not more, than the valuation. In the last quarter, they recorded $.13 in cash flow, which is up 200%, versus last year. Probably going to do $.55 in cash flow this year, so it is still not expensive. (Analysts’ price target is $4.)

Price:
$3.310
Subject:
SMALL CAPS
Bias:
BULLISH
Owned:
Yes
2017-05-24 TOP PICK Altagas-Ltd
ALA-T
Zachary Curry

(ALA.R-T Subscription Receipts. 9/4/18.) This is part of a financing that was done in February in a deal to acquired WGL for $8.5 billion. This is scheduled to close in 2018, and subscription receipts are a way to play that. Should the deal fall apart, you get your money back. He looks at this as a “no lose” as you get close to 7% to wait.

Price:
$30.590
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-24 TOP PICK CCL-Industries--B-
CCL.B-T
Brian Madden

A great growth story. Have grown earnings at a 40% pace compounded over the last 5 years. They are in specialty plastics, in packaging, and in labelling. One of the premier Canadian growth stocks. Just closed on a large deal which should be about 12%-13% accretive to earnings. It gets them into these sexy polymer banknotes, which is under penetrated globally but is growing quickly. Dividend yield of 0.8%. (Analysts’ price target is $337.50.)

Price:
$303.110
Subject:
CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION
Bias:
UNKNOWN
Owned:
Yes
2017-05-24 TOP PICK CGI-Group--A-
GIB.A-T
Brian Madden

Canada’s largest IT service’s provider. They do systems/integration, business process outsourcing and consulting. Has a very wide array of clients, the largest of which would be the US government, but they also cater to big multinationals and telecoms, energy, manufacturing and retailing. They are introducing more and more of their intellectual property into their clients’ solutions. They’ve also been a very good acquirer of businesses. (Analysts’ price target is $74.00.)

Price:
$65.970
Subject:
CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 23,910 entries
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