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
2017-09-15 TOP PICK Atlantic-Gold-Corp
AGB-X
Dennis da Silva

A new producer in Canada. Unique and in Nova Scotia. They are opening their new mine, a Moose River consolidated mine project. It is going into production in October, and should be commercial by the end of the year. 85,000 ounces in 8.5 years. Sub-$600US an ounce production cost, so margins will be very robust. The ability to double from 2 satellite deposits, probably in 3 years, will more than double production. (Analysts’ price target of $2.17.)

Price:
$1.460
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-15 TOP PICK Parsley-Energy
PE-N
Eric Nuttall

This is his biggest E & P holding. 90% hedged next year, so it is really a production story and a delineation story. They are spending more money next year than this year on delineation. They’ve had really good success in the new zone where they have 600 locations. They’ll be growing more than 50% next year. Relatively healthy balance sheet and a good hedge position. Trading at a discount relative to other Permian producers. There is upside from them continuing to delineate the Wolf Camp C, because the economics are pretty outstanding on “finding costs” at about $5 a barrel. (Analysts’ price target is $38.)

Price:
$25.640
Subject:
ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-09-15 TOP PICK Paramount-Resources
POU-T
Dennis da Silva

Has been a great performer. He would say this had 3 lives in the last year. 1.) A poor performance in 2016 when it got caught in low commodity prices forcing them to sell almost $3 billion in assets to pare down from 60,000 to 10,000 BOE’s a day. 2.) Being a liquids rich producer grew the 10,000 to 30,000. Executed according to plan and the stock has probably gone from $13 to almost $25 through that process. 3.) Just acquired Apache Canada and merged with Trilogy, and now back to 90,000 BOE’s a day. (Analysts’ price target of $25.)

Price:
$23.240
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-15 TOP PICK ProPetro-Holding-Corporation
PUMP-N
Eric Nuttall

A pure play pressure pumper in the Permian Basin. Very clean balance sheet. Trading at 3.5X next year’s EBITDA, which is about half of its historical multiples. They have long-standing relationships with the best Permian players in the business. Very cheap. (Analysts’ price target is $18.50.)

Price:
$11.890
Subject:
ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-09-15 TOP PICK Surge-Energy-Inc
SGY-T
Dennis da Silva

They’ve been showing good discipline and right sizing their portfolio. Reduced debt from $450 million in mid-2014 to about $200 million. Has a much better balance sheet. Probably has a 15% rate of growth in an environment where oil is $50-$55. Dividend yield of 4.5%. (Analysts’ price target of $3.)

Price:
$2.050
Subject:
RESOURCE
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-15 TOP PICK U.-S.-Silica-Holdings
SLCA-N
Eric Nuttall

A fracing sand provider. Down 50% year to date on concerns of production coming out of Texas. While volumes are going to be increasing, when you cancel the type of sand coming from Texas, combined with demand growth overall, there will not be that massive glut everybody is concerned about. The stock is reflecting a doomsday scenario, which there is no basis of reality in. Trading extraordinary cheaply. Very, very strong balance sheet. Dividend yield of 0.9%. (Analysts’ price target is $40.)

Price:
$28.810
Subject:
ENERGY
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-09-14 TOP PICK Allergan-PLC.
AGN-N
Paul Macdonald

They are known for Botox.  Aesthetics is a big part of their business as well as a great urology business and Gastro Intestinal business.  They sold their urology business and reinvested their cash into R&D.  It is very inexpensive.  (Analysts’ target: $271.50).

Price:
$223.700
Subject:
HEALTHCARE
Bias:
SELECTIVE
Owned:
Yes
2017-09-14 TOP PICK Avigilon-Corp
AVO-T
Bruce Campbell (2)

Makes high definition security cameras. They originally started mostly on the hardware side, but now are really starting to move into the software side. The artificial intelligence they have and the bundle between hardware and software is becoming more user-friendly, saving their users a lot of time and labour as well. (Analysts’ price target is $20.)

Price:
$17.890
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-14 TOP PICK Grande-West-Transportation-Group
BUS-X
Bruce Campbell (2)

The stock ran up and made a nice move in anticipation of everything happening, and now it is sort of execution for the management team. The stock pulled back giving it a really attractive entry point. They are now aggressively moving into the US with their US partner taking bus orders and starting to sell. There is also lots of room for growth in Canada. The US has 2 markets, municipalities and the private market for rental car, transportation at the airport, etc. Management guides towards 200 buses out the door this year and 300 for next year. (Analysts’ price target is $3.83.)

Price:
$2.570
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-14 TOP PICK Merck--and--Company
MRK-N
Paul Macdonald

He likes their leadership in drug therapies.  They have their HEP-C and diabetes franchises.  It is an easy hold for him.  They are well diversified.  They are number 3 in animal health products.  It has a PE of 15.5 times next year’s earnings.  (Analysts’ target: $70.00).

Price:
$66.120
Subject:
HEALTHCARE
Bias:
SELECTIVE
Owned:
Yes
2017-09-14 TOP PICK UnitedHealth-Group-Inc
UNH-N
Paul Macdonald

The dominant player in health insurance in the US.  They have a pharmacy benefit manager.  They are squeezing down costs and gaining business.  (Analysts’ target: $214.00).

Price:
$197.730
Subject:
HEALTHCARE
Bias:
SELECTIVE
Owned:
Yes
2017-09-14 TOP PICK Westport-Fuel-Systems-Inc
WPRT-T
Bruce Campbell (2)

This continues to be a huge growth area in the liquid natural gas and liquid propane markets for bigger users. The company has said they are going to be profitable starting in 2018. (Analysts’ price target is $3.00.)

Price:
$3.510
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-13 TOP PICK Alaris-Royalty
AD-T
Michael Sprung

Over the last 2 years, this company has had its share of setbacks, but most of that seems to be getting worked through. Recently one of the companies that provided a large chunk of their cash flow has redeemed, and people have been wondering what they are going to do. They’ve made the largest capital deployment in their history with the Sales Benchmark Index, which is a large consulting firm. That is going to go a long way. The key is that they put money into private businesses at a certain rate and then pay the dividends through to shareholders at a slightly lesser rate. Feels we are now going back on a path where there are going to be dividend increases going forward. Dividend yield of 7.7%. (Analysts’ price target is $24.)

Price:
$20.930
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-09-13 TOP PICK Altagas-Ltd
ALA-T
Paul Gardner, CFA

Incredibly cheap, and mispriced. The market doesn’t like that they made a transformational acquisition of WGL, the US utility. It is going to have to go through a year’s worth of regulatory reviews, but it will double their earnings, and effectively their yields and dividends will increase in about a year’s time. They beat numbers last quarter. Dividend yield of 7.6%. (Analysts’ price target is $33.)

Price:
$27.590
Subject:
REITs, BONDS AND DIVIDEND STOCKS
Bias:
UNKNOWN
Owned:
Yes
2017-09-13 TOP PICK Baytex-Energy-Corp
BTE-T
Paul Gardner, CFA

A 6.625% bond maturing in 2021. Made a big acquisition in the Eagle Ford of Texas. You are getting nothing for the heavy oil business in Canada. If push came to shove, as the debt holder, he will get the Eagle Ford asset if it is ever restructured.

Price:
$3.340
Subject:
REITs, BONDS AND DIVIDEND STOCKS
Bias:
UNKNOWN
Owned:
Yes
Showing 16 to 30 of 24,385 entries
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