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
2017-07-14 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
2017-07-13 TOP PICK Bank-of-America
BAC-N
Paul Harris, CFA

A better bank than it was 10 years ago. It has more capital, a better cost structure and have gotten rid of assets that are non-core. They can’t acquire things anymore other than a few tuck-in acquisitions on the wealth management side. This means it is going to grow a lot more organically. They have a great wealth management business. The stock is trading at only 1X BV. Dividend yield of 1.2%. (Analysts’ price target is $27.00.)

Price:
$24.620
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-07-13 TOP PICK Cineplex-Inc
CGX-T
Jerome Hass

* Short * Pairs Trade: *Long* CNK-N/ *Short* CGX-T. Canadian long only managers always buy CGX-T as a recession proof business. It is a good company, but very expensive. It is twice the valuation of CNK-N.(Analysts’ target: $58.50).  CNK-N is more focused on the cinema business. It has 3 times more screens. It is a bigger, more liquid name and has a better dividend yield. (Analysts’ target: $44.00). 

Price:
$52.330
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
Bullish on Canadian Equities
Owned:
Yes
2017-07-13 TOP PICK Cinemark-Holdings
CNK-N
Jerome Hass

* Long * Pairs Trade: *Long* CNK-N /*Short* CGX-T. Canadian long only managers always buy CGX-T as a recession proof business. It is a good company, but very expensive. It is twice the valuation of CNK-N. (Analysts’ target: $58.50).  CNK-N is more focused on the cinema business. It has 3 times more screens. It is a bigger, more liquid name and has a better dividend yield. (Analysts’ target: $44.00). 



Price:
$37.990
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
Bullish on Canadian Equities
Owned:
Yes
2017-07-13 TOP PICK Loblaw-Companies-Ltd
L-T
Paul Harris, CFA

Trading at about 15X earnings. They have rationalized Shoppers quite well. Also, have spent a lot of money on technology. They throw off about $1 billion of free cash flow each year, and a lot of it has been spent on technology and improving stores. There has been a lot of food deflation, and they’ve been able to offset that with better technology. Dividend yield of 1.5%. (Analysts’ price target is $83.50.)

Price:
$71.370
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-07-13 TOP PICK Roxgold-Inc
ROXG-T
Paul Harris, CFA

A Canadian gold company, based in Burkina Faso, West Africa. Throws off about $60 million in free cash flow and has a mine life of about 3 years. They are spending their money in exploration, and thinks they will be able to extend the mine life. (Analysts’ price target is $2.00.)

Price:
$1.060
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-07-13 TOP PICK Spin-Master-Corp
TOY-T
Jerome Hass

There is good demand out there.  They just launched a line in China.  (Analysts’ target: $47.00).

Price:
$37.380
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
Bullish on Canadian Equities
Owned:
Yes
2017-07-13 TOP PICK ZCL-Composites-Inc.
ZCL-T
Jerome Hass

A long strategy. Fiber gas tanks. He thinks they still beat their street target.  (Analysts’ target: $14.50).

Price:
$13.500
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
Bullish on Canadian Equities
Owned:
Yes
2017-07-12 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Brian Madden

This should be able to continue the 20 year+ history of growing earnings. They’ve grown earnings 21% compounded over the last decade. The strategy is to price sharply on fuel. People are very sensitive on gasoline, and merchandise in stores is very attractively displayed. The in-store merchandise draws 3 to 5 times the gross margin that the fuel does. Dividend yield of 0.6%. (Analysts’ price target is $75.)

Price:
$62.400
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-12 TOP PICK Chartwell-Seniors-Housing
CSH.UN-T
Christine Poole

The largest provider of seniors housing communities in Canada. In the last couple of weeks, this has gone from $16 to almost $15, which is why she chose it. Everyone is getting older and living longer. It is still a very fragmented market, and this is the leader in the space. Dividend yield of 3.8%. (Analysts’ price target is $16.75.)

Price:
$15.210
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
Showing 31 to 45 of 24,146 entries
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