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
2017-05-18 TOP PICK BCE-Inc.
BCE-T
David Cockfield

He loves the dividend. The last time he recommended this was when it was $58. It ran up to $63 and is now backing off. If it gets down to $60, this is a slam-dunk. They seem to have absorbed Manitoba Tel without too much trouble. If you want a nice dividend, why go any further than this? 4.76% dividend yield.

Price:
$60.260
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-05-18 TOP PICK Brown-Forman
BF.B-N
Matt Kacur

A great company. Some of their brands are Jack Daniels and Finlandia. Staples is probably a good place to be at this moment. It has been doing well as long as he can remember. Fantastic Return on Capital at 19% for over 9 years.

Price:
$52.580
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-05-18 TOP PICK iShares-N.A.-Technology-ETF
IGM-N
David Cockfield

This is the Tech sector in the US. It is a way to get on that train and ride it just as long as you want. The chart has a steady, upward move. There are a few dips here and there, but any time it does dip, that is a buying opportunity.

Price:
$143.730
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-05-18 TOP PICK Richards-Packaging-Income-Fund
RPI.UN-T
Matt Kacur

Glass and plastic packaging. Does a lot of pharmaceutical type packaging. This has had 13 years of 25%+ return on invested capital. A really strong balance sheet.

Price:
$29.230
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-05-18 TOP PICK TJX-Companies
TJX-N
Matt Kacur

Discount clothing retailer. He really likes this in retail, because a lot of companies are having trouble competing with Amazon. Doesn’t think they will have the same issue. This has 20 years of 20%+ of Return on Invested Capital. The stock got hit this week when they reported earnings.

Price:
$74.480
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-05-18 TOP PICK BMO-MSCI-Europe-High-Quality
ZEQ-T
David Cockfield

The situation in Europe has definitely improved with the French election. Merkel is up 85%. Things seem to be settling down.

Price:
$20.180
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 TOP PICK Abbott-Labs
ABT-N
Cameron Hurst

Healthcare, as a sector, is neutral to tilting positively. Within that though, there are some industry groups that he likes, and some he doesn’t like. This one is in the subsector of medical devices, and is a great diversified player in that space. Their acquisition of St. Jude broadens their business and cardiovascular. Dividend yield of 2.4%. (Analysts’ price target is $48.)

Price:
$43.080
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 TOP PICK CCL-Industries--B-
CCL.B-T
David Baskin

A tremendous allocator of capital. They’ve made some great acquisitions. This is the world’s largest maker of specialty labels. They make banknotes, a very specialized product. Have grown both organically and through acquisitions. Dividend yield of 0.8%. (Analysts’ price target is $337.50.)

Price:
$303.170
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 TOP PICK Cineplex-Inc
CGX-T
David Baskin

When people go to movies, they are not now just going to the movies. Some are going to VIP movies. They are going to the enhanced screens. While it used to be a $20 experience, now you can pay $80. They are also opening up rec rooms where you can spend your money before you even go into the movie theatre. When you go on an airplane, movies are brought to you by Cineplex. They also have advertising. A lot of revenue lines. Dividend yield of 3.1%. (Analysts’ price target is $58.50.)

Price:
$51.940
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 TOP PICK Alphabet-Inc.--A-
GOOGL-Q
Cameron Hurst

This is a huge company, and the core advertising is still up 17% year-over-year. 66% of ad spending is still off-line. They are getting more than their fair share and focusing on things that matter, such as machine learning, autonomous driving, AI. (Analysts’ price target is $1050.)

Price:
$942.170
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 TOP PICK Magna-Int-l.--A-
MG-T
David Baskin

One of the world’s great auto parts manufacturing companies, with sales of almost $40 billion. A real Canadian superstar. It is way undervalued trading at 7.5X earnings. Whether we end up driving electric cars or gas cars, this company is going to sell a lot of the parts. Strong management. Has diversification across so many different OEMs. Dividend yield of 2.4%. (Analysts’ price target is $53.79.)

Price:
$60.140
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 TOP PICK Visa-Inc.
V-N
Cameron Hurst

Just bought Visa Europe, so it’s a more complex company now with FX and currency head/tailwinds. You are paying the same price as you would for MasterCard (MA-N), but you are getting more growth. Dividend yield of 0.7%. (Analysts’ price target is $103.)

Price:
$91.760
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-16 TOP PICK Takasago-International
4914-JP
Lorne Steinberg

This is part of the new Japan, which are the great, long term businesses that have figured out how to grow internationally. This company has had phenomenal revenue growth, because they have increased market share in the US, Europe and the rest of Asia. Flavours and fragrances are very high-tech niche businesses. This sells for 13X earnings, and less than tangible BV with double digit earnings growth, revenue growth. In the US, they would be double what they are trading for now. Dividend yield of 1.3%.

Price:
$0.010
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Yes
2017-05-16 TOP PICK BP-PLC
BP-N
Lorne Steinberg

The Macondo Gulf of Mexico disaster is now past and they have taken all the charges. They’ve rebuilt the company. The balance sheet is in very strong shape. With the cost structure where it is, even at these commodity prices, this company is throwing off lots of cash flow. Dividend yield of 6.7% is sustainable at current commodity prices. This is the cheapest of all the major integrateds. (Analysts’ price target is $37.50.)

Price:
$36.240
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Yes
2017-05-16 TOP PICK CGI-Group--A-
GIB.A-T
Christine Poole

A large IT services company. Half their revenues come from outsourcing from long-term contracts. The other half is systems integration and projects. A very well-run company and very global. Half their revenues come from Europe, an acquisition they did in 2012, which had very low margins. CGI improved those margins back to company levels. About 20% is from the US, 50% from Canada, and the rest from Asia. Every few years, they tend to make a large acquisition to expand their geographic scope or a particular vertical they want to be in. (Analysts’ price target is $74.)

Price:
$66.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
Showing 31 to 45 of 23,910 entries
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