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
2017-05-16 TOP PICK Johnson--and--Johnson
JNJ-N
Christine Poole

A large, global, pharmaceutical company. The primary reason she likes this is that their pharma division is doing really, really well. They’ve had a very successful 5 years, and suspects they have a strong enough pipeline to keep that growth going. Recently acquired a Swiss pharmaceutical company which has leading products in heart disease. AAA balance sheet. Dividend yield of 2.7%. (Analysts’ price target is $130.)

Price:
$127.770
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-05-16 TOP PICK Royal-Bank
RY-T
Christine Poole

She wanted to choose a bank, to show that she likes the banking sector. This has pulled back from the beginning of the year. All the banks had a great year last year, so she doesn’t expect returns of 25%-26%. They have about 25% exposure to the US, and she thinks the US economy is going to grow faster than the Canadian. Acquired City National which focused on high net individuals and commercial loans. Dividend yield of 3.7%. (Analysts’ price target is $101.)

Price:
$93.030
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-05-16 TOP PICK Xerox
XRX-N
Lorne Steinberg

An amazing company. They recently spun off Conduint, their business process outsourcing business. The new management team is merging the old Xerox document management business with high technology. There has been a slew of new products out, aimed at the largest global companies to the small and midsized businesses. This has always been a big free cash flow generator. It is totally ignored by the street, which is why it is trading for less than 9X earnings. Dividend yield of 3.5%. (Analysts’ price target is $8.25.)

Price:
$7.140
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Yes
2017-05-15 TOP PICK Anthem-Inc
ANTM-N
Alex Ruus

A great story. The stock has done really well over the last 10 years. The 2nd largest health insurer in the US. It helps to deal with some of the escalating health-care costs problems. Generates gobs and gobs of free cash flow. Trading at about 13X next year’s earnings. Dividend yield of 1.4%. (Analysts’ price target is $191.)

Price:
$182.300
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 TOP PICK Bank-of-Nova-Scotia
BNS-T
Bruce Campbell (1)

Canadian banks have all been affected by Home Capital (HCG-T), and this is now back to an average valuation. It is 50% international and 50% Canadian, so you don’t have to worry about the US president doing anything crazy. They are really starting to get their act together in the last few quarters in a couple of the South American countries. The stock has had a 10% pullback, Dividend yield of 4%. (Analysts’ price target is $85.)

Price:
$75.730
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 TOP PICK Enbridge
ENB-T
Bruce Campbell (1)

They have a lot of financing for their huge pipeline in years to come, which sometimes provides an opportunity. They reported last week and had a very small miss on the quarter. They have said they are going to grow the dividend 8%-10% in each of the next 5 years. Dividend yield of 4%. (Analysts’ price target is $63.)

Price:
$54.540
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 TOP PICK Freehold-Royalties
FRU-T
Alex Ruus

Energy prices are slowly gravitating upwards, but we are still probably a year or 2 sideways in oil prices. The key to successful investing is keeping costs low, and you can’t get lower costs than what the royalty companies have. This company has a great portfolio of royalty properties. Dividend yield of 4.3%. (Analysts’ price target is $16.75)

Price:
$14.010
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 TOP PICK Microsoft
MSFT-Q
Alex Ruus

This blue-chip stuff that you want to invest in, in the Tech sector. They are going to connect in market services with Amazon (AMZN-Q). A great balance sheet with tons of cash. Trading at around 18X 2019 earnings. Thinks it still has another 20%-30% to go. Dividend yield of 2.3%. (Analysts’ price target is $75.)

Price:
$68.430
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-15 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Bruce Campbell (1)

They made an acquisition, and you have 3-5 years now of run rate. Big synergies and lots of growth coming. If you take out the #407 toll road you get a stock that is now trading at over 13X earnings. For industrial international growth, it is about the cheapest thing out there. The court cases are diminishing and is coming to the point where it is inconsequential. Dividend yield of 2%. (Analysts’ price target is $66.)

Price:
$52.070
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-12 TOP PICK Alphamin-Resources-Corp
AFM-X
Rick Rule

The largest and highest grade tin deposit in the world. The median grade in this deposit is 5X the average mine grade. A superbly great deposit. The bad news is that it is in the Congo, and it is in a bad part of the Congo. Thinks this will go into production.

Price:
$0.390
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-05-12 TOP PICK Alon-USA-Partners
ALDW-N
Chris Damas

This only has one refinery, but it is smack dab in the Permian Basin, the epicenter of growing production. Drilling rigs use diesel, so they are getting great prices. His target on this is $15. Dividend yield of 7%. (Analysts’ price target is $11.50.)

Price:
$11.330
Subject:
Cannabis, Agriculture & Fertilizer
Bias:
UNKNOWN
Owned:
Yes
2017-05-12 TOP PICK Cornerstone-Capital-Resources.
CGP-X
Rick Rule

They’ve made a tremendous discovery with a company called Falgold in Ecuador, which owns 85% of the deposit. He thinks they would like to own 100% of the deposit, and the way they do that is to buy Cornerstone.

Price:
$0.495
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-05-12 TOP PICK PBF-Energy
PBF-N
Chris Damas

A midsized refiner. He likes contrarian situations. People think there is too much gasoline. Tesla’s are going to be all over the place, self driving cars, etc. Why do we need oil? Most of the world is not that advanced. This company has almost doubled the amount of refinery throughput. They have 5 refineries after buying 2 from Exxon on the cheap, so they now have Tidewater access. Gasoline has gone up 300 million barrels of consumption in the last 3 years. The stock is probably worth $30. Dividend yield of 5.3%. (Analysts’ price target is $25.)

Price:
$22.180
Subject:
Cannabis, Agriculture & Fertilizer
Bias:
UNKNOWN
Owned:
Yes
2017-05-12 TOP PICK Sheffield-Resources
SFX-AX
Rick Rule

(Australian stock exchange.) A mineral sands deposit producing stuff like titanium, chromium. A business that isn’t particularly well known in Canada, but generates an awful lot of cash when it is done right.

Price:
$0.000
Subject:
RESOURCE
Bias:
UNKNOWN
Owned:
Yes
2017-05-12 TOP PICK Twitter--Inc
TWTR-N
Chris Damas

This has some bad actors on it, but everybody knows it. They only charge $20 a year for a premium service that generates $3.6 billion in revenues. (Analysts’ price target is $15.)

Price:
$18.610
Subject:
Cannabis, Agriculture & Fertilizer
Bias:
UNKNOWN
Owned:
No
Showing 46 to 60 of 23,910 entries
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