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
2017-09-11 TOP PICK AMC-Entertainment-Holdings-Inc.
AMC-N
Teal Linde

This is the turnaround pick.  It was hit very hard this year because of a weak 2nd and 3rd quarter box office.  Theaters are not dead   There were a lot less film releases this year.  There are going to be more movies released next year.  (Analysts’ target: $25.00).

Price:
$14.100
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2017-09-11 TOP PICK Alimentation-Couche-Tard--B-
ATD.B-T
Darren Sissons

He likes the rising volume of products being pushed through their stores. As it starts to get to a critical mass, there could be integration opportunities and continue to shave costs off. There could also be tuck in acquisitions. Dividends went up more than 3 times in the last 3 years. The convenience business is a place where we all go visit when we buy our gasoline. This has exposure to the US and to Europe. A well-run business, and should continue to do well. (Analysts’ price target is $72.50.)

Price:
$60.310
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-11 TOP PICK Bank-of-America
BAC-N
Darren Sissons

The payout ratio is only about 16% for the fiscal year of 2016. If you look back pre-crisis, the payout ratio is about 45%. If it were to revert back to this ratio, the dividend could triple from here. Under the Trump regime, we definitely have less regulatory glare on the banks. There may be even a possibility of a roll back of portions of the very punitive regulations. Dividend yield of 2.1%. (Analysts’ price target is $27.)

Price:
$23.360
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-11 TOP PICK Rotork-PLC
ROR-LSE
Darren Sissons

This is a global actuator business, a fancy on/off switch. It provides solutions to the oil/gas industry, the nuclear industry, water industry, etc. Has been under pressure recently because of the exposure on the British pound. A very strong balance sheet and it grows its dividend. (Analysts’ price target is £250.00.)

Price:
$0.000
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-11 TOP PICK Royal-Bank
RY-T
Teal Linde

The Canadian stock market is down and the economy is doing well.  These banks should do well now.  He owns 4 others.  This one is down the most over the last 6 months.  (Analysts’ target: $101.00).

Price:
$91.060
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2017-09-11 TOP PICK Tidewater-Midstream-and-Infrastructure-Ltd
TWM-X
Teal Linde

It is a mid-stream company.  But they are newer.  Their valuation is 40% less than the peer group and they have low debt.  It is Nat Gas processing.  Mid-streamers are all up from 5 years ago.  They came out of favour recently.  (Analysts’ target: $2.15).

Price:
$1.370
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2017-09-08 TOP PICK CASH
CASH
Don Vialoux

We are just entering into the period of seasonal weakness in the Canadian market. The TSE Composite drops about 2.5% in the month of September. Usually it bottoms around the middle of October and then goes higher. Now is the time to have a nice cash position, and wait for opportunities as they start rising around the middle of October.

Price:
$0.010
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Yes
2017-09-08 TOP PICK 1stTr-ISE-Natural-Gas-E.T.F.
FCG-N
Don Vialoux

Recently, this has been forming a base pattern, which is typically of what would happen around the 3rd week of September and moving higher until the middle of December. Natural gas has been forming a nice little base pattern, and a couple of days ago moved above that very briefly. Usually, the stocks themselves, don’t move that quickly. We are not quite at the 3rd week in September, so currently the securities are forming a nice base pattern. Natural gas inventories in the US are right around where they should be on a 5-year basis, however, there are 2 hurricanes going into the Gulf, which is the largest natural gas producing area in the US. Because of this, in the next few weeks, natural gas inventories will not be building quite so much.

Price:
$19.210
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2017-09-08 TOP PICK iShares-N.A.-Technology-ETF
IGM-N
David Cockfield

This got whacked badly by the US$. If you like techs, this has all the best names in it. The US is still the best tech investment area globally, and this is a way to step in. Tech is still king in North America.

Price:
$152.530
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-09-08 TOP PICK Toronto-Dominion
TD-T
David Cockfield

Numbers were good, but he was disappointed in their US numbers. Thinks they have sorted things out with their branches and their staffing and will do better. At one time, they were trading at a premium, but that premium has gone away, but it will come back. Dividend yield of 3.6%. (Analysts’ price target is $74.)

Price:
$66.130
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-09-08 TOP PICK Vermilion-Energy-Inc
VET-T
David Cockfield

Most assets and cash flow is coming from Europe. The French just announced they are going to be restricting drilling, which is great for this company which is already there. Not subject to the same stress and strain as oil companies in North America. Dividend yield of 6.2%. (Analysts’ price target is $50.)

Price:
$40.620
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-09-08 TOP PICK BMO-Junior-Gas-Index-ETF
ZJN-T
Don Vialoux

This tracks smaller Canadian gas producers. A word of caution is that it is not just small and junior gas producers, it also has a lot of oil service companies. This hasn’t been around for very long, but is starting to show some early signs of bottoming. A little bit early, but look for an interesting trade as we get closer to the 3rd week of September.

Price:
$13.830
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2017-09-07 TOP PICK Nippon-Antenna
6930-JP
Lorne Steinberg

This makes antennas, but at all different technology levels for communication. They have no debt. The share price is less than the amount of cash they have on the balance sheet. Therefore, you are buying the cash at a discount and getting an entire profitable free cash flowing, 3.7% dividend paying company for free.

Price:
$0.000
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Yes
2017-09-07 TOP PICK Aegon-N.V.
AEG-N
Lorne Steinberg

A life insurer in the US and the Netherlands. It is going to be a huge beneficiary of rising interest rates. Selling at an unbelievable cheap valuation, about half of tangible BV. Dividend yield of 5.3%. (Analysts’ price target is $5.60.)

Price:
$5.560
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Yes
2017-09-07 TOP PICK Cinemark-Holdings
CNK-N
Michael Simpson, CFA

It could just as easily have been CGX-T.  CNK-N has assets in South America as well as the US.  It trades at a lower multiple than CGX-T.  We will get a better slate of movies for 2018.  They are going into the luxury theaters.  In Brazil you can raise your prices even when attendance is flat.  It has a 3.4% yield and he thinks that is decent.  They have the ability to grow and raise the dividend.  (Analysts’ target:  $44.00).

Price:
$32.290
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
Showing 46 to 60 of 24,391 entries
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