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
2017-04-28 TOP PICK Canadian-Imperial-Bank-of-Commerce
CM-T
Michael Sprung

Relatively exposed to home loans in Canada, which is why he picked it. Americans don’t actually understand Canada’s mortgage market. Because of this, a lot of US Shorts are going after not only the alternate mortgage lenders, but primary banks and other lenders. This is also probably one of the most profitable banks in Canada. Dividend yield of 4.6%. (Analysts’ price target is $124.)

Price:
$110.580
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-28 TOP PICK Goldcorp-Inc
G-T
Michael Sprung

This has been in the penalty box because of troubles in Red Lake, but people didn’t understand that it was just a temporary issue with some activities that fell out of sync. Thinks they will be back on stream for the remainder of the year. Gold companies these days are really driven by efficiencies. This company has excellent assets in Mexico and Argentina. They also have some joint ventures with some major companies. Dividend yield of 0.57%. (Analysts’ price target is $23.56.)

Price:
$19.015
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-28 TOP PICK Suncor-Energy-Inc
SU-T
Michael Sprung

There have been a string of mergers and acquisitions in the oil patch, and this company is going to reap the benefit of that. Has a great balance sheet, which they will be using for share buyback and possible dividend increases. They have great growth prospects going forward. Dividend yield of 3.1%. (Analysts’ price target is $49.)

Price:
$42.860
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-27 TOP PICK Altagas-Ltd
ALA-T
Mohsin Bashir

It is painted with the same brush as the rest of the group.  Their recent acquisition in WGL Holdings ups their exposure to power and electricity and the greater consistency of cash flow.  They have north of 6% sustainable dividend yield.  (Analysts’ target: $36.00).

Price:
$30.530
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-04-27 TOP PICK Canadian-Imperial-Bank-of-Commerce
CM-T
Mohsin Bashir

They have a higher amount of residential exposure than peers.  Famous last words.  One should recognize their ability to play catch up to peers and not being recognized in terms of valuation.  They had 8 consecutive dividend increases since 2008.  There is plenty of room for them to move forward.  They have a great opportunity in terms of cost cutting.  They have great inroads to providing financial services to newcomers to Canada.  (Analysts' target: $124.00).

Price:
$109.710
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-04-27 TOP PICK MacDonald-Dettwiler--and--Assoc.
MDA-T
Mohsin Bashir

Premium imagery and heat signature on land and on sea.  They are the premium provider of imagery.  (Analysts’ target: $83.00).

Price:
$67.890
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-04-27 TOP PICK Starbucks
SBUX-Q
Mike S. Newton, CIM FCSI

He was disappointed after the market today, but that is an opportunity for anyone who wants to pick this up tomorrow. They had a big issue with congestion in mobile ordering, but that is a good problem to have. Have all kinds of developments in cold and fresh food. Dividend yield of 1.6%. (Analysts’ price target is $65.)

Price:
$61.300
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-04-27 TOP PICK Under-Armour-Inc.
UAA-N
Mike S. Newton, CIM FCSI

Retail has been an absolute disaster. However, this one had a great morning and was up 10% today. It dropped about 30% last year and had dropped 30% at the end of the year. They have an excellent CEO. This hasn’t really gone international yet which is a huge growth driver. Also, they haven’t got into general fashion, and just announced a deal with Kohl’s to sell in 1100 different department stores in the US. (Analysts’ price target is $20.)

Price:
$21.670
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-04-27 TOP PICK Vanguard-FTSE-Emerg.-Mkts.-All-Cap-ETF
VEE-T
Mike S. Newton, CIM FCSI

This continues to surprise him on its upside. If you really believe in global economic growth over the next 2-3 years, and looking for something that has a little bit better valuation than this really hot US market, this is potentially where you could get a little higher yield and it is a pretty good macro economic backdrop in this space. Very low cost.

Price:
$32.930
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-04-26 TOP PICK Loblaw-Companies-Ltd
L-T
Robert McWhirter

The program was interupted by a news flash from Washington, and wasn't inished. Top Picks are not talked about today.

Price:
$75.700
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
OPTIMISTIC
Owned:
_N/A
2017-04-26 TOP PICK CIBT-Education-Group-INC
MBA-T
Bruce Campbell (2)

Not only does this company have language and career College programs, they also have a big real estate portion, where they bring foreign students in and rent them accommodation. They’ve also been very good at developing projects.

Price:
$0.760
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-04-26 TOP PICK New-Flyer-Industries-Inc.
NFI-T
Robert McWhirter

The program was interupted by a news flash from Washington, and wasn't inished. Top Picks are not talked about today.

Price:
$49.990
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
OPTIMISTIC
Owned:
Unknown
2017-04-26 TOP PICK NexJ-Systems-Inc
NXJ-T
Robert McWhirter

The program was interupted by a news flash from Washington, and wasn't inished. Top Picks are not talked about today.

Price:
$4.650
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
OPTIMISTIC
Owned:
Unknown
2017-04-26 TOP PICK Patient-Home-Monitoring
PHM-X
Bruce Campbell (2)

Just reported a great quarter in February, the first quarter they ever generated any cash. Trading at a super cheap valuation. Still very cheap and under loved. He is expecting this to double or higher from here, in a year’s time.

Price:
$0.255
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-04-26 TOP PICK Veresen-Inc
VSN-T
Bruce Campbell (2)

This is in the natural gas liquids business. Have a number of projects on the go, but also the big talk is that the Jordan Cove and LNG project off Oregon could potentially be back on, and that could be a game changer for them. Dividend yield of 6.5%. (Analysts’ price target is $15.54.)

Price:
$15.400
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-04-25 TOP PICK CASH
CASH
Brooke Thackray

There is nothing wrong with raising a little bit of cash at this time. This will give you opportunities when other sectors do well in the summertime and you will be able to fund them.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-04-25 TOP PICK Canadian-Natural-Rsrcs
CNQ-T
Craig Porter

Buying a lot more oil sand assets from Shell for $13 billion, and they know the stuff. They built up a lot of projects from the last cycle and cash flow is starting to come this year and next. Dividend yield of 2.4%. (Analysts’ price target is $53.)

Price:
$45.330
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-04-25 TOP PICK Horizons-US-7-10-Year-Treasury-Bond-ETF
HTB-T
Brooke Thackray

Bonds tend to do well in the summer months. The best month for fixed income is from May until the beginning of October. It comes back in the form of capital gains, not interest. Look for a bit of a pullback before you go into this.

Price:
$54.870
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-04-25 TOP PICK Nevsun-Resources
NSU-T
Craig Porter

They had a mine in Eritrea, which was first gold, then copper, and now a very rich zinc zone. They are currently having some trouble separating the copper and zinc. However, the big asset they bought was Reservoir Minerals with a big high grade copper/gold deposit in Serbia. They slashed their dividend down to 1.61% to redirect proceeds into the next project, which a lot of investors didn’t like. The mine is going to be very profitable. (Analysts’ price target is $5.13.)

Price:
$3.200
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-04-25 TOP PICK Whitecap-Resources
WCP-T
Craig Porter

Great assets and great management. A core holding in a dividend paying portfolio. A low-cost producer of light oil in Saskatchewan and Alberta. They aim to grow production 7%-10% per year. 2.9% dividend yield.

Price:
$9.720
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-04-25 TOP PICK SPDR-Consumer-Staples-ETF
XLP-N
Brooke Thackray

Expensive right, now trading at over 20X PE, and they are slow growing stocks. But, in the summer months, investors are willing to pay a little more for that stability.

Price:
$55.720
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2017-04-24 TOP PICK McKesson-Corp
MCK-N
Liz Miller

A very big player, and has long been a leader.  The stock is a long way down from its high.  She thinks this company and stock will come back strong.  It is a beautiful entry point for it.  (Analysts’ target: $151.00).

Price:
$136.150
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-04-24 TOP PICK Pembina-Pipeline-Corp
PPL-T
Peter Brieger

This is just completing phase 4 and 5 of pipeline gathering in the Duvernay Basin. They are also major players in the Montney. That has given them a stranglehold on future production and gas processing in those 2 areas. They have also done a deal with Chevron, which is going to require them to do additional infrastructure spending on their behalf, which will increase cash flow and dividends. Dividend yield of 4.61%. (Analysts’ price target is $49.)

Price:
$44.230
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-24 TOP PICK Regions-Financial
RF-N
Liz Miller

It is a small regional player, the largest deposit taker in the state of Alabama.  The banks will continue to benefit from the slow increase in interest rates.  This is an attractive stock.  It is in a good position now after cleaning up its portfolio after 2008.  (Analysts’ target: $15.00).

Price:
$13.810
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-04-24 TOP PICK Toronto-Dominion
TD-T
Peter Brieger

This has come off, along with the other banks, based on the charges of overly aggressive branch selling, which he thinks was a tempest in a teapot. He likes the American economy better than the Canadian, and any bank with US exposure will be better off. This one has the lowest exposure to real estate in Canada. He is looking for a 10% growth rate, probably 4%-5% in dividends and 4%-5% in capital gain. Dividend yield of 3.66%. (Analysts’ price target is $71.50.)

Price:
$66.680
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-24 TOP PICK Ventas-Inc
VTR-N
Liz Miller

It is a REIT, the opposite of a bank.  But it is in the health care medical niche.  It recently spun off the nursing home business.  It is an attractive entry point.  She prefers exposure more to office than retail in REITs.  She is out of retail, generally.  (Analysts’ target: $64.00).

Price:
$64.630
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-04-24 TOP PICK Xylem-Inc.
XYL-N
Peter Brieger

This is a water stock. As the world focuses more and more on the need for clean water, they are looking for companies that essentially purify, transport and monitor the usage. This company is focusing on the high-tech part of the business, and just recently continued a completion of an acquisition of Sensus, which is going to add significantly to sales and earnings this year. (Analysts’ price target is $55.)

Price:
$51.470
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-21 TOP PICK Bank-of-America
BAC-N
Greg Newman

This has a BV of less than 1. He sees 20% EPS growth. It is very well positioned towards the Trump agenda. Thinks they will do something about the Volker rule and probably lower taxes a little. This bank is very well positioned towards the domestic side of the economy. He doesn’t see a lot of risks. Dividend yield of 1.3%. (Analysts’ price target is $26.50.)

Price:
$22.710
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-21 TOP PICK Power-Financial-Corp
PWF-T
Greg Newman

He likes financials. This one has a very nice dividend and is very defensive. It should benefit with slightly higher interest rates and a better stock market with their underlying holdings. He models a 9% EPS growth over the next couple of years. Dividend yield of 4.8%. (Analysts’ price target is $37.00.)

Price:
$34.290
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-21 TOP PICK iShares-MSCI-Emerging-Markets
XEM-T
Greg Newman

This is the time for emerging markets, and this is a nice interesting basket. He likes where they are spread out. Good yield. There have been positive earnings revisions in the area. Stronger growth and stronger currencies, with a slightly weaker US$.

Price:
$29.710
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-20 TOP PICK Temp-Holdings-Co-Ltd
2181 JP
Mark Grammer

Corporations in Japan have to use agencies to help them recruit.  It is the job opportunities to applicant ratios.  We are seeing tiny increase in wages which we would need to see accelerate to get a full-fledged consumption boom in Japan, but we are getting there.  (Analysts’ Target: ¥2400).

Price:
$0.000
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2017-04-20 TOP PICK iShares-MSCI-Edge-Min-Vol-EAFE
EFAV-N
Lorne Zeiler

There are better opportunities now in Europe and Japan. This gives you a broader exposure across Europe of all the countries, with a little bit less on the UK. Also, there is a better mix in terms of stability in the sectors. In the last 3 years, there has been significant outperformance on this ETF, but last year underperformance. Good dividend yield.

Price:
$66.400
Subject:
DIVIDEND STOCKS AND MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-20 TOP PICK Johnson--and--Johnson
JNJ-N
Lorne Zeiler

Recently missed on revenues and the stock sold off a bit. They actually beat on the earnings per share. This company has 3 solid lines of business, pharmaceuticals, consumer products and medical devices. There should be significant earnings growth this year. They did a significant acquisition last year which should be coming into earnings this year. Trading at about 20X earnings. Dividend yield of 2.6%. (Analysts’ price target is $130.)

Price:
$121.870
Subject:
DIVIDEND STOCKS AND MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-20 TOP PICK Kasikorn-Bank
KBANK-BBK
Mark Grammer

Thailand is an interesting economy right now.  Elections next year.  They are starting to spend on infrastructure.  Lending has to be done to all the companies doing the actual work.  They have strong growth.  (Analysts’ target: 192.50 Thai Bhat).

Price:
$0.000
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2017-04-20 TOP PICK LVMH-Moet-Hennessy-Louis-Vuitton-SA
LVMUY-(OTC)
Mark Grammer

They are well positioned for the improving global economy.  It is strong in the US.  The reduced corruption push in China means more spending on luxury goods.  One of the best managed in that whole space.  (Analysts’ target:  €225.00).

Price:
$0.000
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Yes
2017-04-20 TOP PICK Sun-Life-Financial-Inc
SLF-T
Lorne Zeiler

Compared to the other insurers, their valuation is more reasonable at 7.6X earnings. Recently they’ve provided their medium-term outlook, looking at 8%-10% earnings growth per year. Very stable name. Dividend yield of 3.6%. (Analysts’ price target is $54.)

Price:
$47.800
Subject:
DIVIDEND STOCKS AND MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-19 TOP PICK Adobe-Systems
ADBE-Q
David Burrows

The leader in creating digital media. There is enormous growth in the creation of Digital media. They used to sell their software as a package, with an upgrade every couple of years. There was an enormous number of people pirating their software. They then started selling by subscription. They caught a bunch of pirates that needed their software and had to wind up subscribing. This is a quickly growing pie. As their subscriptions go up, their margins go up. They now have 10 million subscribers. There are 7 million users that continue to use old versions, and will have to upgrade. (Analysts’ price target is $145.)

Price:
$130.220
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-04-19 TOP PICK Bank-of-America
BAC-N
David Burrows

He looks for sectors/themes that are going through significant shifts that can give a long runway for the industry and companies to be revalued. The 2nd biggest bank in the US, trading at just under 1X BV, and can go higher. Assuming they can grow BV, that would be even better. It will be helped by rising interest rates. They will get the CCAR assessment in June as to whether they can return more capital to shareholders. Generating a ton of cash, so dividends should continue to accelerate. US banks started to perform in June of last year and have just had a classic pullback towards the 150-day moving average, which gives investors a great entry point. This could be a 5-year theme. Dividend yield of 1.3%. (Analysts’ price target is $26.)

Price:
$22.740
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-04-19 TOP PICK Bayerische-Motoren-Werke-AG
BMW-GR
Bruce Murray

The auto sector is one of the few areas that is cheap. The world has decided that the auto cycle is over, gasoline powered cars are going to disappear, and therefore we don’t need to own these stocks. This is selling at 8X earnings and it is a global luxury brand. Their entire line-up is higher luxury cars. They will make as many electric vehicles as Tesla this year, and have all of the technology. Highly profitable. The one issue is debt. They have €1 billion of debt on a $50 billion market cap, because all the car leases are still done internally. Dividend yield of 4.5% and has been going up 10% per annum. (Analysts’ price target is €86.)

Price:
$0.000
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-04-19 TOP PICK Celgene-Corp
CELG-Q
Bruce Murray

One of the surest growth stocks out there. They have a product called Revlimid which treats a whole series of blood cancers. The one they have right now is multiple myeloma, and it prolongs people’s lives substantially. They are going to grow revenue 25% over the next 4 years. It is selling at 18X. Thinks it gets close to $200 in the next couple of years. (Analysts’ price target is $143.)

Price:
$122.920
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-04-19 TOP PICK Facebook
FB-Q
Bruce Murray

$200 billion of business will move from the TV business to the Internet, and this company’s revenues last year were $27 billion, and they are growing at $10 billion a year. The new messenger is damaging all the other messaging apps. This company knows everything about you and can specifically target market you. A no-brainer. (Analysts’ price target is $164.)

Price:
$142.270
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-04-19 TOP PICK Ingersoll-Rand-Co
IR-N
David Burrows

Capital spending in the US is set to rise. 85% of their business is environmental control. HVAC systems are being put in or being replaced in commercial buildings. If there is an infrastructure spend on schools and hospitals, that is a big spend. Their compressor systems are used in construction sites. Dividend yield of 1.95%. (Analysts’ price target is $85.50.)

Price:
$81.850
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-04-18 TOP PICK Acadia-Realty-Trust
AKR-N
Derek Warren

Feels the 3 top picks have probably lagged the market unfairly. In the US, all retail REITs have been destroyed. This one has been beaten up too much. It is very rare to get this REIT at a discount. It has SOHO, Brooklyn, Chicago street front retail. It is irreplaceable real estate. Trading at a discount to NAV. Dividend yield of 3.3%. (Analysts’ price target is $35.50.)

Price:
$31.720
Subject:
REAL ESTATE & REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-18 TOP PICK Cominar-Real-Estate-Inv-Tr
CUF.UN-T
Derek Warren

Feels the 3 top picks have probably lagged the market unfairly. He sees an improving Québec economy, and this is the largest landlord in Québec. Management has gone through some decisions over the last 2 years that were not great, when they tried to grow too aggressively. However, they have said they are done and are now focusing internally on the company. Payout ratio is a little high, but there is some visibility in the future leases that are signed but not yet economically contributing to the income statement. If you have a 3-year hold, buying in the $14 range is going to give you a very solid yield, and it will skate through over the next couple of years. Dividend yield of 10%. (Analysts’ price target is $15.)

Price:
$14.730
Subject:
REAL ESTATE & REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-18 TOP PICK Facebook
FB-Q
John Stephenson

This has been a wonderful company. They are becoming a platform company. Has had some hiccups, but really has been a great company. You are really coming down to a core group of names in technology that are large cap, investable and stable, and this one is pretty much at the top of the pack. Huge active monthly users, engagement is really high. They still have to monetize video. (Analysts’ price target is $164.)

Price:
$140.960
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-04-18 TOP PICK First-Capital-Realty
FCR-T
Derek Warren

Feels the 3 top picks have probably lagged the market unfairly. This has lagged for a number of reasons. There is a bit of a concern on the retail market in general, but he would argue that their locations are highly resilient. They’ve had their guidance lowered a little because of some of the acquisitions they did, some developments cost a fair bit of money. However, long term, this is going to work out very well. Thinks management has got the message that they need to provide more FFO per share growth over the next couple of quarters. The previous CEO has been selling which has put some pressure on the stock, but has nothing to do with the valuation of the company. Dividend yield of 4.2%. (Analysts’ price target is $23.)

Price:
$20.350
Subject:
REAL ESTATE & REIT's
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-18 TOP PICK Michael-Kors-Holdings
KORS-N
John Stephenson

*Short* Not a valuation call, but a call on retail, and one in particular. Even management has guided towards lower earnings, lower margins and lower revenue. Struggling from a retail perspective, and retail in general is struggling. Thinks retailers are attractive Shorts overall. (Analysts’ price target is $40.)

Price:
$36.900
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-04-18 TOP PICK Shire-PLC
SHPG-Q
John Stephenson

A pharmaceutical/biotech company. It has an extremely attractive valuation, dirt cheap, trading at under 11X forward earnings. This has a really good stable of rare disease drugs that are very much untouched in the marketplace. The pharmaceutical sector has been absolutely beaten up and is becoming absolutely compelling. Dividend yield of 0.53%. (Analysts’ price target is £6100.)

Price:
$169.640
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-04-17 TOP PICK Intertape-Polymer-Group
ITP-T
Barry Schwartz

Everything that is shipped has to be professionally taped.  They have done a good job of taking their market share and expanding outside of Canada and the US.  Great dividend that has grown many years in a row. (Analysts’ target: $27.75).

Price:
$23.610
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-17 TOP PICK Live-Nation-Entertainment-Inc.
LYV-N
Barry Schwartz

Experiential Consumerism.  Concerts and adventure travel.  They make their money not on the concerts, but on the merchandise, the promotions, the sponsorships and they own a lot of the venues.  They are out there buying more and more concerts and live events.  They own Ticket Master.  It does not pay a dividend and the balance sheet is not opaque.  He thinks they can build their cash flow over 40% over the next couple of years.  They have wonderful pricing power.  (Analysts’ target: $33.00).

Price:
$30.890
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-17 TOP PICK Vail-Resorts-Inc
MTN-N
Barry Schwartz

The moat is the mountains.  They own world class, top properties and are looking to expand. It is not cheap, but they have a good track record of increasing their dividend. (Analysts’ target: $210.00).

Price:
$189.860
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-17 TOP PICK Sphere-FTSE-Emerging-Sustainable-Yield-ETF
SHZ-T
John DeGoey

(He’s been telling people for years that they should be buying more emerging markets. Tonight, he is giving 3 different ways to play the same theme.) This one started trading about 6 months ago and is focused on sustainable yield. It is small. The important thing is, it has a sustainable yield as part of its methodology. That is the value screen. He is a proponent of factor investing.

Price:
$10.330
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-04-17 TOP PICK Vanguard-FTSE-Emerg.-Mkts.-All-Cap-ETF
VEE-T
John DeGoey

(He’s been telling people for years that they should be buying more emerging markets. Tonight, he is giving 3 different ways to play the same theme.) If there was only one way to play it, this would be the one that is the most diversified and the lowest cost.

Price:
$32.070
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-04-17 TOP PICK iShares-MSCI-Emerging-Markets
XEC-T
John DeGoey

(He’s been telling people for years that they should be buying more emerging markets. Tonight, he is giving 3 different ways to play the same theme.) This has a small-cap bias. The 2 main factors that are the most important to him are value and market capitalization.

Price:
$24.890
Subject:
PERSONAL FINANCE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-04-13 TOP PICK Bank-of-America
BAC-N
Paul Harris, CFA

The stock ran up and has pulled back, giving a good opportunity to buy. It has 10% of all the retail assets in the US. It continues to reduce costs through technology and headcount. They have 3 very strong good businesses, retail, corporate investment banking and the brokerage business. Trading just below BV. Thinks the stock is worth in the $38-$40 range. Dividend yield of 1.3%. (Analysts’ price target is $26.)

Price:
$22.340
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-04-13 TOP PICK Blackstone-Group-LP
BX-N
Paul Harris, CFA

Trading at 10X earnings and has a very good dividend yield of 5.2%. 2 things happened with this company. They were very smart at buying a lot of assets in the downturn in the equity market, and if it continues like this, it will give them the opportunity to harvest gains from that. The other thing was that they raised about $100 billion. They have a lot of firepower if something happens to the stock market. Feels the company is worth somewhere between $55 and $60 if things work out. (Analysts’ price target is $34.75.)

Price:
$28.860
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-04-13 TOP PICK CVS-Health-Corp
CVS-N
Paul Harris, CFA

A kind of integrated health care company. It is a pharmacy and has a long-term care business. Trades at 13X earnings. The stock has pulled off from its highs. Has a free cash flow yield of about 7%. They’ve had some issues on the same store sales side over the last while, and he thinks that is stabilizing. On the healthcare side, they need to make a few more acquisitions. Thinks the intrinsic value is somewhere between $90 and $95. Dividend yield of 2.6%. (Analysts’ price target is $87.50.)

Price:
$77.960
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-04-12 TOP PICK Cerner-Corp.
CERN-Q
John O'Connell, CFA

This basically supplies information technology to hospitals, healthcare systems and ambulatory companies. It has gone through a couple of years where it has shifted from selling software as a package to software as a service. It always takes time to roll over the way your profits are measured, and Wall Street is not patient about those kinds of things. Their revenues and profits have continued to grow. It used to trade at 35X earnings and is now down to around 20X, and represents an exceptionally good value in the healthcare space. (Analysts’ price target is $60.)

Price:
$58.770
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-12 TOP PICK Fortis-Inc.
FTS-T
Christine Poole

Closed on ITC Corp last year, a US electric utility. That increases their exposure in the US. She likes this utility, because it is noncyclical and non-commodity-based. Pretty defensive. 90% of cash flow comes from regulated assets. They’ve increased the dividend for 43 consecutive years, and she doesn’t see that changing. She can see it growing 6% annually through 2021. That is important for income stocks in a potential rising rate environment. Has a price target of about 10% upside plus the dividend, giving a total return of about 13%. Dividend yield of 3.6%. (Analysts’ price target is $48.)

Price:
$44.650
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-12 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
Christine Poole

As the largest search engine, it garners a lot of the digital online advertising. She can see very good secular growth in digital advertising. Corporate advertising budgets have about 35% allocated to digital, and sees that increasing over time. They will garner a big share of that because it is the leading search engine. This is not a value stock, but more of a GARP stock, trading at about a 25 forward PE. Has consistently grown its revenue in excess of 25% organically, and a lot of that is falling to the bottom line. Earnings are also growing at a 25% clip. (Analysts’ price target is $1000.)

Price:
$841.460
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 60 of 23,796 entries
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