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
2017-07-18 TOP PICK KAR-Auction-Services
KAR-N
Barry Schwartz

The 2nd largest provider of car and salvage auction vehicles. It doesn’t take any balance sheet risks. Cars that come off lease go through its auction houses, so it is a really low CapX, high margin business. Dividend yield of 3.2%. (Analysts’ price target is $51.)

Price:
$40.730
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 TOP PICK Mastec-Inc
MTZ-N
David Burrows

A construction company contractor in 3 basic areas. Oil/gas infrastructure pipelines, electric transmission/power generation and communications. They build out infrastructure, and are benefiting as the communication companies build out additional gear on all their towers. There has been a bunch of new pipeline capacity approved that will be built out. Because of electric cars, it is possible we are going to need additional generation and transmission capabilities. (Analysts’ price target is $52.50.)

Price:
$45.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-18 TOP PICK Waste-Connections
WCN-T
Barry Schwartz

An idea based upon a pickup on global growth, and that the US is going to continue showing improvement. They acquired a Canadian company, Progressive Waste Solutions, and are much bigger. They are not done yet. They want to continue to consolidate the industry, which is still extremely fragmented. Not a cheap stock, but has pulled off a little bit here. Dividend yield of 0.8%. (Analysts’ price target is $96.)

Price:
$81.520
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-17 TOP PICK Celestica-Inc
CLS-T
Brendan Caldwell

Canada is phenomenal in areas we don’t think we are.  This one is trading at a big discount to its peers.  One of the biggest suppliers to the aerospace and defense industry.  We may not be the dominant brand, but we are the brains behind the brands.  They are a little bit behind on valuation.  (Analysts’ target: $15.50).

Price:
$17.430
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Yes
2017-07-17 TOP PICK JP-Morgan-Chase--and--Co
JPM-N
Richard Croft

*Covered Call*. The company had blowout numbers. Thinks the stock is going to go through $100 before the end of the year. He did a $97.50 Call.

Price:
$91.390
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-07-17 TOP PICK Martinrea
MRE-T
Brendan Caldwell

The valuation is better than others.  He was out for a number of years while the auto industry went through some changes.  They are a leader in lightweighting cars, in making cars more fuel efficient. (Analysts’ target: $14.00).

Price:
$10.660
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Yes
2017-07-17 TOP PICK PowerSh-S-and-P500-BuyWrite-ETF
PBP-N
Richard Croft

A pure and simple Covered Call on the S&P 500 Index. You are getting dividends plus option premiums. It will be less volatile than the S&P 500. You are going to be subjected to withholding tax on the dividends. This is one you could hold for a long time.

Price:
$22.420
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
No
2017-07-17 TOP PICK Sunopta-Inc.
SOY-T
Brendan Caldwell

A leading supplier of health foods to companies like MacDonald’s.  They source non-GMO and organic foods from 60 countries.  The market for this is very, very big.  They supply some of the world’s leading brands.  He keeps owning it as long as it is the best available opportunity in the space.

Price:
$12.370
Subject:
CANADIAN VALUE
Bias:
SELECTIVE
Owned:
Yes
2017-07-17 TOP PICK Wal-Mart-Stores-Inc.
WMT-N
Richard Croft

*Covered Call*. The company suffered and took a hit after Amazon (AMZN-Q) announced their purchase of Whole Foods. He thinks it got hit too hard. When you have a stock that drops like that, you tend to get the option premiums bumped up a little because there is a perception of greater risk. You have to like Walmart if you are going to do this, and you have to believe that they can compete very effectively against Amazon. He thinks Amazon is challenged with the “last mile” of delivery, which is the most expensive mile.

Price:
$76.370
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-07-14 TOP PICK Cogeco-Cable
CCA-T
Robert McWhirter

Recently acquired some US cable operations. Earnings per share were up 37%, a 4% earnings surprise. Free cash flow was up 113% year over year. Free cash flow yield increased from 6.5% last year to 10.4% this year. Trailing ROE is 21%. PE to growth is .35. Dividend yield of 2.1%. (Analysts’ price target is $82.50.)

Price:
$83.710
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on ENERGY
Owned:
No
2017-07-14 TOP PICK Fairfax-India-Holdings-Corp
FIH.U-T
Michael Smedley

A closed-end fund, and it is India. It is the sort of magic touch of Prem Watsa. They buy big into very interesting growth companies in an amazing growth country. (Analysts’ price target is $19.25.)

Price:
$17.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-14 TOP PICK Katanga-Mining-Ltd.
KAT-T
Michael Smedley

The “go to” company for existing supplies of cobalt. This is the one metal that is absolutely scarce.

Price:
$0.820
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-14 TOP PICK CPI-Card-Group-Inc.
PMTS-T
Michael Smedley

Makes the plastic debit cards that have the chips. In the US, they hardly have any PIN numbers. This stock falls between the cracks because it was solely listed on the Venture. There has been a mismatch of earnings over the past quarter, but he thinks things will come through. Dividend yield of 6.2%. (Analysts’ price target is $6.32.)

Price:
$3.830
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-07-14 TOP PICK Waste-Connections
WCN-T
Robert McWhirter

Garbage is relatively recession proof. Earnings were up 79%. Year-over-year sales are pretty good. Free cash flow is up 77%. Free cash flow yield at 3.5% is an improvement from 2.5% of last year. ROE is 9%. Dividend yield of 0.8%. (Analysts’ price target is $72.)

Price:
$81.620
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-07-14 TOP PICK WSP-Global-Inc.
WSP-T
Robert McWhirter

A large company with almost 36,000 employees and 500 offices in 40 countries. 36% payout ratio. They are forecasting unchanged earnings at $.65. Growth margins grew from last year from 17.8% to 18.8%. Year-over-year cash flow was up 53%. Feels all infrastructure supporting companies will end up doing well. Dividend yield of 2.9%. (Analysts’ price target is $54.50.)

Price:
$52.710
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
BULLISH on ENERGY
Owned:
No
Showing 16 to 30 of 24,140 entries
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