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
2017-03-16 TOP PICK Facebook
FB-Q
Zachary Curry

This is firing on all cylinders. There are a billion users on Facebook and are growing on Instagram and WhatsApp. The average revenue per user grew 30% last year. From a valuation point of view, the growth is far and away north of 30%, and the stock is trading at less than 25X, so you are getting more growth than what you are paying for. (Analysts’ price target is $158.)

Price:
$139.990
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-16 TOP PICK Stryker-Corp.
SYK-N
Zachary Curry

This is known for knees and hips, and they have sold millions of knee replacement implants. They’ve recently started using a robot to replace the body parts, giving greater accuracy and lower costs. With the robot, you can only use their parts, making it a closed system. He doesn’t foresee any changes in the US health care act having an effect on this company and their equipment. Dividend yield of 1.3%. (Analysts’ price target is $132.)

Price:
$131.500
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-16 TOP PICK Washington-Federal
WAFD-Q
Gordon Reid

A regional bank in 8 states with 240 branches. They almost doubled their size a number of years ago when they bought a group of Bank of America’s (BAC-N) branches. Regional banks are going to benefit dramatically from easing of regulations. Regulation has been a really big, big problem for financial institutions. The big banks get all the air time, but the small banks, on the basis of dollars spent, are spending a ton of money trying to satisfy compliance and regulatory requirements, and a lot of that is going to go away. That will go straight to the bottom line. Also, loan growth will be a lot healthier in an improving economy and an increasingly steep yield curve, which will increase net interest margins, allowing them to make money on the interest spread. Dividend yield of 1.8%. (Analysts’ price target is $34.)

Price:
$32.950
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-03-15 TOP PICK CASH
CASH
Stephen Groff

He will always hold cash if he has a tough time finding value. His cash values are elevated today, and it is not uncommon for him to be north of 20% cash. When he finds opportunities, he will invest the money. Right now, stocks are not cheap and there is risk.

Price:
$0.010
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-03-15 TOP PICK CASH
CASH
Don Vialoux

He is very conservative on what can happen to equity markets over the next few months. Yesterday we had the TSE Composite complete a head and shoulders pattern. The downside technical target on that pattern is 14,850. It’s not a huge amount, but it is about a 3.5% drop that you can expect to see in the Canadian equity market over the next few months.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Yes
2017-03-15 TOP PICK iShares-MSCI-Emerging-Markets-Index
EEM-N
Don Vialoux

(This is in US$, but is also available in Cnd$ through ZEM-T, FDE-T and SHZ-T, which also offers a nice dividend yield.) Technically, the chart shows a nice upward trend, and today, after 2 PM we had a break out to a new high. The growth is coming from India, China, South Korea, Brazil, Taiwan. Seasonally, this runs from the middle of January right through to approximately the end of April.

Price:
$39.320
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2017-03-15 TOP PICK Metro-Inc--A-
MRU-T
Stephen Groff

Looking out over 20 years, this has been one of the best performing stocks out there. Has a lot of respect for management. They are excellent at allocating capital and at operations. Shares have pulled back recently because of inflationary concerns, but when he looks at this over the long-term, nothing has changed. Although there is a bit of inflation now and a little bit of competitive intensity in a weak economy, they have dealt with this before and will deal with it again. The multiple has pulled back to what he thinks is a fair number for long-term holders. Dividend yield of 1.6%. (Analysts’ price target is $45.50.)

Price:
$40.570
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-03-15 TOP PICK Metro-Inc--A-
MRU-T
Don Vialoux

This is his trade to hide somewhere in Canada. The chart shows this is in a long-term upward trend from 2014. In the last few days, the chart shows it has formed a gorgeous double bottom pattern, and is finally showing signs of improvement. It has already outperformed the Canadian market. It also does well in the summer, as defensive stocks do much better at that time. Seasonally, this does well from around now through to the middle of July. (Analysts’ price target is $45.50.)

Price:
$40.570
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
No
2017-03-15 TOP PICK Store-Capital-Corp.
STOR-N
Stephen Groff

This business is fairly simple. They approach business owners and buy their real estate, leasing it back to them. The management team behind is excellent at what they do. This is the 3rd time they’ve done this. The first 2 were home runs for shareholders. They target the middle market, which is way less competitive. They offer value to the people they buy property from and manage it very tightly. Very focused on risk. The important part is that they earn cap rates that are significantly higher than their cost of capital, which enables them to grow at a very healthy rate. Dividend yield of 5.1%. (Analysts’ price target is $28.)

Price:
$23.250
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 TOP PICK Apple
AAPL-Q
Kash Pashootan

Although the stock has gone up considerably over 3-4 years, it is still not expensive, because the earnings growth has been there. Where can you buy a company that is trading at 15-16 times with the amount of cash on hand and this kind of a balance sheet. Dividend yield of 1.6%.  (Analysts’ price target is $145.)

Price:
$138.990
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 TOP PICK DSW-Inc
DSW-N
Kash Pashootan

Shoe retailer. This is a challenging business. There is lots of competition and more and more online presence. This is a value play. On a valuation basis, this stock is cheap. They have been getting rid of the large store fronts that were 20,000-24,000 ft.² and are basically cutting them in half. Dividend yield of 4%, and they have an exceptional history of raising the dividend. (Analysts’ price target is $23.)

Price:
$20.010
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 TOP PICK Exchange-Income
EIF-T
Daniel Lloyd

*Short* This is sort of a mini conglomerate. They have a bunch of small regional airlines in Canada, as well as an aviation leasing business in the US, along with some small manufacturing businesses in Canada. This is what he would call “an access to Canada short” in that the underlying businesses do not generate enough cash to sustain the company as a whole. Subsequently they need to continue coming back to the market doing equity issue after equity issue. All the industries that they operate in are high capital intensive businesses. Just in CapX alone they have outspent their cash flow way, way back. Yet they pay a dividend yield of 5.34% and have a debt they have to service. If there was any market downturn and equity markets were actually shut off to this sort of constant equity issuance, the dividend would be in very, very serious trouble. (Analysts’ price target is $47.)

Price:
$38.640
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 TOP PICK New-Flyer-Industries-Inc.
NFI-T
Kash Pashootan

The largest North American manufacturer of buses. They generate about 90% of their revenue in the US. Operations are in Winnipeg and Minnesota. There was some concern about what the Trump administration would mean for them, but they are part of the “Buy America” provision and are complying with those rules. There is considerable backlog of buses they need to make. There is going to be infrastructure spending. About 70% is city buses and about 30% is Motor Coach. Dividend yield of 2.2%.  (Analysts’ price target is $53.50.)

Price:
$43.460
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 TOP PICK Parex-Resources-Inc.
PXT-T
Daniel Lloyd

This is probably his favourite oil company at the moment. It is a mid-cap, Colombian focused producer, and should average 34,000-35,000 barrels a day this year. There is net cash on the balance sheet and no debt. They generate free cash flow at these oil prices. Great management and great assets. This would be a forever hold, or wait for a takeover hold. (Analysts’ price target is $23.)

Price:
$15.240
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 TOP PICK Thomson-Reuters-Corp
TRI-T
Daniel Lloyd

*Short* In today’s world this is in the financial data space. They sell terminals that sit on brokers desks. He would consider this as a 2nd tier product in a space that is under heavy attack. FinTech is something that is proliferating all through the West Coast. The result is that competition is really getting quite intense with new products, better than what this company does. Dividend yield of 3.1%. (Analysts’ price target is $45.)

Price:
$58.100
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
Showing 31 to 45 of 23,667 entries
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