Recent Top Picks | StockChase
stockchase picture

Compiling comments that experts make about stocks while on public TV.

Recent Top Picks

Date Signal Company Expert Opinion Price
2017-04-11 TOP PICK Canadian-Energy-Services--and--Technology
CEU-T
Cole Kachur

This sells drilling fluids and specialty chemicals. Gets about two thirds of revenue from the US, where they are expanding in the Permian play in Texas. Expects they will continue to ramp up. It has had a good run up over the last year, but is down from its highs of around $8.60 or so. He is expecting tremendous upside. Has a price target of $11. He sees continued growth from this sector in the US, and if we get a rebound in Canada as well, this company will be well positioned. (Analysts’ price target is $9.50.)

Price:
$7.520
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-04-11 TOP PICK Knight-Therapeutics
GUD-T
Ryan Modesto

A pharmaceutical company run by Johnson Goodman, who was also the cofounder of Paladin Labs, probably one of the best management teams you can find, and probably one of the best healthcare companies in Canada. Half their market cap is in cash, and they are either investing in the equity of companies, financing companies with debt at attractive interest rates, and/or investing in healthcare funds. These investments get their foot in the door, and then they can license out their products. Half their market cap is in cash, so half their value is doing nothing right now. You have to be patient. It may not do what you want in a year, but over a longer-term period, they are going to create great returns for investors. (Analysts’ price target is $11.00.)

Price:
$10.180
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-04-11 TOP PICK Crius-Energy-Trust
KWH.UN-T
Ryan Modesto

This has been a dividend grower over the last year or 2, and plan to grow it in 2017 as well. Currently yielding 7.6%. Payout ratio is about 60%. Not much debt. They are also growing their top line. Their strategy is a bit different in that they use a white label approach. They partner with companies like Comcast (CMCSA-Q) in the US where a company already has a foot in the door. Even if the stock does nothing over the next year, you are still getting a good dividend. (Analysts’ price target is $11.50.)

Price:
$10.240
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
No
2017-04-10 TOP PICK Altagas-Ltd
ALA-T
Gavin Graham

It has been pretty lack luster for the last few years.  A third of its income is from power and utilities, but the market does not care about that.  Their equity raise was oversubscribed.  With their recent acquisition they have said they can get 8-10% increases in dividends after the deal closes.  (Analysts’ target: $36.00).

Price:
$31.120
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
Yes
2017-04-10 TOP PICK Airboss-of-America
BOS-T
Gavin Graham

The biggest rubber compounder.  They are sole supplier for all the chemical and biological resistant boots and gloves for the US and Canadian armed forces.  They will benefit from the pickup in infrastructure spend.  They also do rubber bushings for the auto industry.  (Analysts’ target: $14.00).

Price:
$12.120
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
No
2017-04-10 TOP PICK Open-Text
OTEX-T
Hap (Robert) Sneddon FCSI

There are few pure tech plays that you can have in Canada. This will be a core position in that area. Their story has really been about acquisitions. Thinks the market has not recognized that they do a really good job of recurring revenues, 70% of their business. They’ve made a commitment to double their earnings per share by 2020, and he thinks the current management will do that. (Analysts’ price target is $39.50.)

Price:
$44.520
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-04-10 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Hap (Robert) Sneddon FCSI

They have a couple of silos. A pure construction play. They have a mining business which represents quite a small chunk. In 4 or 5 years, this has really been going nowhere. Thinks the worst is behind them. The potential acquisition of Atkin out of the UK good be really accretive. One of the big challenges they have is the street’s view of their guidance going forward and their free cash flow. Feels both of those will be addressed with their acquisition. Dividend yield of 2%. (Analysts’ price target is $64.)

Price:
$54.480
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-04-10 TOP PICK Wal-Mart-Stores-Inc.
WMT-N
Hap (Robert) Sneddon FCSI

There was a weakness in all the defensive names in 2016, but not pronounced as much in this company. The worst is now over and he can see some limited upside, probably running into some resistance at around $83. He has a technical target of around $85. They’ve made some good progress over the last year in changing some of their business lines. A good holding. Dividend yield of 2.8%. (Analysts’ price target is $73.)

Price:
$73.060
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-04-10 TOP PICK ZCL-Composites-Inc.
ZCL-T
Gavin Graham

Fiber reinforced underground plastic fuel storage tanks.  They are moving into water tanks.  There will be growth in the water area.  (Analysts’ target: $14.00).

Price:
$14.670
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
No
2017-04-07 TOP PICK InPlay-Oil-Corp
IPO-T
Josef Schachter

This is a smaller company. A Cardium player in Western Canada. They have a good team. It is currently doing 3600 BOE’s a day and will be north of 4000-4200 by the end of the year. His 12-month target is $3.60. BV is $3. How many times do you buy a good growing company with a good balance sheet that is trading below BV? (Analysts price target is $3.25.)

Price:
$2.020
Subject:
OIL & GAS
Bias:
BEARISH on OIL
Owned:
No
2017-04-07 TOP PICK Pengrowth-Energy
PGF-T
Josef Schachter

This was sitting at over $2 billion in debt. They just announced that they had paid down $500 million. Since then they have made 2 asset sales. Once they pay down the debt, they will be below $900 million. They are still looking to sell the Swan Hills which he thinks they potentially can for $250 million. This will be a company with an equity component of almost $1.8 billion and $600 million in debt, and they have solved the problem. The big thing is that Lindberg is ramping up, and right now they are at about 15,000 BOE’s a day over that, and by the end of the year that number will be 19,000 or 20,000 because they are doing 7 well-pairs to bring it on. They are also moving on phase 2, which will bring production in 2020 to 38,000-39,000 BOE’s a day. Once they have this debt out of the way, they can grow their Montney assets. BV is $2.71 and NAV is $2.75. He has a $3.60 12-month target. The bears are looking at the debt and are missing the point of the rising value of the asset base and the generating of cash. (Analysts price target is $1.75.)

Price:
$1.430
Subject:
OIL & GAS
Bias:
BEARISH on OIL
Owned:
No
2017-04-07 TOP PICK Sea-Dragon-Energy-Inc.
SDX-X
Josef Schachter

This operates with a team out of Egypt. Producing 4000+ barrels a day now that will be 6 or 7 (thousand?) because they are drilling right now. The reason the stock has popped is because of a high impact well they are drilling which could have 400 BCF of gas and/or 100 million of oil. He has a target of $1.20 without any success of the drill bit. If the drill bit comes in, he will be raising his target by at least $1. (Analysts price target is $0.50.)

Price:
$0.900
Subject:
OIL & GAS
Bias:
BEARISH on OIL
Owned:
Yes
2017-04-06 TOP PICK CitiGroup
C-N
Stan Wong

Over the medium term, the shares can and should benefit from rising interest rates, a lighter regulatory environment, as well as a general recovering economy. There is potential for a large capital return back to shareholders. In November, they announced $1.7 billion share buyback instead of dividends. It is very diversified globally speaking, and will benefit from emerging markets like Latin America as well as Asia. Trading at a very cheap valuation in the group. Dividend yield of 1.07%. (Analysts price target is $65.)

Price:
$59.890
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-04-06 TOP PICK CBS-Corp
CBS-N
Cameron Hurst

45% of their revenues are from advertising and they are highly correlated with growth in GDP.  They have significant ownership in the content of Showtime (70%).  They are levered to right pieces of the market.  They are returning capital to shareholders.  (Analysts’ target: $74.50).

Price:
$68.880
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-06 TOP PICK Facebook
FB-Q
Cameron Hurst

Their advertizing is only 15% of online advertising.  It is still early days for them in a growing market.  Valuation is actually very reasonable.  (Analysts’ target: $163.00).

Price:
$141.170
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
Showing 46 to 60 of 23,775 entries
<< < 2 3 4 5 6 > >>