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
2017-07-12 TOP PICK Enbridge
ENB-T
Brian Madden

Canada’s largest pipeline company. The crown jewels would be the main line and Lakehead pipelines, a pipeline that carries about two thirds of all the oil produced in this country. They also own downstream assets that distributes natural gas. Just completed a $42 billion transformational acquisition of Spectra Energy in the US, making them the 4th largest company in Canada. It also broadens their asset base and positions them strategically in a growing production base. Dividend yield of 4.8%. (Analysts’ price target is $62.)

Price:
$50.980
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-12 TOP PICK CGI-Group--A-
GIB.A-T
Christine Poole

This has outsourcing with about 55% of their business. Systems integration and contracting is about 45%. The 55% is very much a reoccurring revenue stream, so is a stable stream of cash. Every few years they tend to make a large acquisition that either broadens their geography or deepens them in a vertical market. Logical was the last acquisition a few years ago that really gave them exposure in Europe. It was not a well-run company and margins were much lower. They brought them back up, and Europe is now about 55% of their business. They are ready to make another large acquisition, but are very disciplined on pricing, so are making smaller acquisitions. Organic growth is picking up. (Analysts’ price target is $74.)

Price:
$66.620
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-12 TOP PICK Mondelez-International
MDLZ-Q
Christine Poole

A leading manufacturer of biscuits, candy, chocolate and gum. She likes this because they are positioning in emerging markets where 35% of their revenues come from. As personal income levels increase, this company is very well positioned to participate in the growth. They are very focused on improving margins. Dividend yield of 1.8%. (Analysts’ price target is $50.)

Price:
$43.240
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-12 TOP PICK Toronto-Dominion
TD-T
Brian Madden

Canada has a banking oligopoly. This is the 2nd biggest bank in the country. Has a very strong, dominant domestic franchise and a well positioned asset management franchise. They have a large and growing presence in the US. With interest rates hikes that are occurring in the US, the likelihood of them improving their net interest margins, and ultimately their profitability, is very good. Dividend yield of 3.7%. (Analysts’ price target is $71.)

Price:
$65.160
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-11 TOP PICK Apple
AAPL-Q
Brian Acker, CA

The iPhone 8 is going to be a major upgrade cycle. A lot of people are holding off for this upgrade, as opposed to the iPhone 7. The stock had a nice pullback and they are going to report earnings in 2 weeks, but what really matters is their guidance going forward in September. It closed at $145.06, and he has a model price of $184.61, a 27% upside. Dividend yield of 1.7%. (Analysts’ price target is $164.)

Price:
$145.530
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-11 TOP PICK CitiGroup
C-N
Brian Acker, CA

2 weeks ago, this bank increased its dividend by 100%, and thinks they could double it again within the next year. Look for more dividend increases down the road. He has just had a valuation high for this company. Assets divided by shareholders’ equity is only 8X. Compare that to the Royal Bank which is 16X. They could actually double the assets on their balance sheet with their current capital. His model price is $66.84, representing no real upside, but big potential for dividend increases. Dividend yield of 1%. (Analysts’ price target is $68.)

Price:
$66.820
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-11 TOP PICK HAP-Enhanced-Income-Equity-ETF
HEX-T
John Hood

Basically 30% Banks, 20% energy, 10% utilities, etc. They have a whole bunch of stocks they do covered calls on. You are getting a good 5%-5.25% yield. It is all capital gains and dividends, not income.

Price:
$6.520
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
No
2017-07-11 TOP PICK Metlife
MET-N
Brian Acker, CA

His model price is $73.24, representing an upside of 30%. In a rising interest rate environment, this is a sector that you can hide in. Dividend yield of 2.9% (Analysts’ price target is $60.)

Price:
$55.530
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-11 TOP PICK iShares-Conservative-Short-Term-Fixed-Income-Fund
XSC-T
John Hood

This is conservative because it is short-term and you don’t have the same amount of duration risk you would have with some of the other fixed income ETF’s. It is a bit of a misnomer because it is not all that conservative. This has about 10%-15% high-yield as well as some foreign stuff.

Price:
$19.900
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-11 TOP PICK BMO-Equal-Weight-US-Banks-Hedged-to-CAD-ETF
ZUB-T
John Hood

He likes this because it has all the major banks and all the big regional banks. He likes the US banking sector if Trump is able to get through with the dismantling of Dodd Franks. Once it is done, then you are going to see those banks really actively participating in the markets.

Price:
$26.670
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-10 TOP PICK Air-Canada--B-
AC-T
Gerard Ferguson

It is a cyclical stock.  It is benefiting from a dramatic increase in passenger traffic.  We have low fuel prices and the US dollar both benefitting them.  He thinks they will issue a surprise dividend at their investor day in September.  (Analysts’ target: $20.50).

Price:
$20.370
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-07-10 TOP PICK Dollarama-Inc.
DOL-T
Jason Del Vicario

All 3 of his top picks have an element of defensiveness to them. This company has had a massive run, but they still have a long runway for growth with another 600 stores that they would like to open in Canada. They’ve been recently testing their model with some Dollar Stores in Central America, where he thinks they will make their next move. Dividend yield of 0.36%. (Analysts’ price target is $140.)

Price:
$122.030
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
2017-07-10 TOP PICK Ross-Stores-Inc.
ROST-Q
Jason Del Vicario

All 3 of his top picks have an element of defensiveness to them. Out of 500 companies in the S&P 500, this was the only company to post a positive rate of return in 2008. They buy excess inventories from some of the upper-class US stores for their outlet stores. When companies close stores or are having problems, this is good for the likes of this company. ROE is at about 40% and are actively buying back shares. One of the few retailers that are still opening stores. Dividend yield of 1.1%. (Analysts’ price target is $72.50.)

Price:
$54.800
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
2017-07-10 TOP PICK Theratechnologies-Inc
TH-T
Gerard Ferguson

They are taking the profits and cash flow from their drug to introduce a second drug, expected next year. (Analysts’ target: $9.50).

Price:
$8.240
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-07-10 TOP PICK iShares-Barclays-20-and--Yr-Treas-Bond
TLT-Q
Jason Del Vicario

All 3 of his top picks have an element of defensiveness to them. This is the Long Bond in the US and his favourite way to hedge against equity risks. This one is negatively correlated with equity markets. Because it is denominated in US$, Canadian investors have 2 opportunities to make money. 1.) If we see the markets tumble, he expects long dated treasuries to do well because it probably means rates are coming down and there is a flood to safety. 2.) The US$ being the world’s reserve currency, whenever there is uncertainty in the markets, people will flood to the US$ and US treasuries.

Price:
$122.900
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUS
Owned:
Yes
Showing 46 to 60 of 24,146 entries
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