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
2017-03-13 TOP PICK Algonquin-Power--and--Utilities-Corp
AQN-T
Matt Kacur

What makes this a little exciting is the renewable energy, and they’ve grown their capital quite a bit. In 2010 they only had $1.2 billion invested capital, and now have $6.1 billion. Quite a bit of growth in a short period of time. They’ve done some acquisitions, and at the same time their revenue and cash flow has grown. Valuation still looks cheap. Dividend yield of 4.9%. (Analysts’ price target is $14.25.)

Price:
$12.390
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-03-13 TOP PICK Danaher-Corp.
DHR-N
David Driscoll

This is in 4 basic businesses, which are all trends moving forward. They got rid of their industrial business about a year ago with a spinoff, and what is left is what he wants to own. Life sciences, diagnostics, dental and environment. Instead of owning oil and gas stocks, his resource of choice is water. This company does wastewater management. Long-term returns have been almost double what the S&P 500 has been over the last 5, 10, 20 years. These guys are like private equities. They come in and buy a company, but unlike the 3 Gs of the world, where they rip everything apart, they work with the owners and build the businesses as turnarounds. This is where the value added comes from. Dividend growth, free cash flow growth and revenue growth. In 3 of the 4 businesses, the margins are mid-teens and with the water business, it is up in the 20s, creating huge returns on capital. Yield of 0.6%. (Analysts’ price target is $89.82.)

Price:
$87.500
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2017-03-13 TOP PICK Dassault-Systemes
DSY-FP
David Driscoll

A 3-D CAD/CAM company, that makes software for companies, but take an idea, run the iterations of the 3-D experience, and come up with the best business model, find out if it is implementable, and at what cost. Artificial intelligence is coming. Internet of things. This company is right in the middle of everything. They are in huge demand. Free cash flow is growing in the mid-teens. The dividend has been rising by 10%. Dividend yield of 0.6%. (Analysts’ price target is 78.22 €.)

Price:
$0.000
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2017-03-13 TOP PICK General-Dynamics-Corp.
GD-N
Matt Kacur

Has liked this for many years. Its been a very good consistent performer. In technology of aerospace and communication systems which will go into tanks and airplanes, which is where military spending is going. Trump gave it an even bigger boost. Dividend yield of 1.8%. (Analysts’ price target is $205.50.)

Price:
$191.560
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-03-13 TOP PICK Paychex
PAYX-Q
David Driscoll

A payroll provider. ADP (ADP-Q) is the big one that deals with governments and large institutions, while this one deals with small businesses. If you are going to get any growth in the US through fiscal policy, the growth will come from small businesses of 15 to 50 employees. This does payroll and HR. What he really likes is that before they remit payments to the IRS every 2 weeks on payroll, they get to bank the money. For every .025% interest rate rise, they make $.01 a share to the bottom line, so if the Fed has 6 increases over the next 2 years, they are going to make $18 million. Dividend yield of 2.9%. (Analysts’ price target is $59.50.)

Price:
$62.560
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Yes
2017-03-13 TOP PICK Restaurent-Brands-International
QSR-T
Matt Kacur

Acquiring Popeye’s Chicken makes good financial sense, as both companies were undervalued. Popeye’s had a 37% Return on Capital. Dividend yield of 1.3%. (Analysts’ price target is $64.)

Price:
$73.620
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-03-10 TOP PICK CCL-Industries--B-
CCL.B-T
Bruce Campbell (2)

Great company. They continue to grow by acquisition as well as organically. 1998 was the last time they issued stock. They are going to do a 5 for 1 split, which is being voted on in May. The splits have nothing to do with math, but everything to do with psychology. Dividend yield of 0.79%. (Analysts’ price target is $325.00.)

Price:
$294.050
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2017-03-10 TOP PICK Organigram-Holdings
OGI-X
Bruce Campbell (2)

He likes the prospects and just added to his holdings recently. This will be a core holding in his marijuana fund portfolio. It is the only one in the Maritimes. (Analysts’ price target is $4.10.)

Price:
$2.380
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2017-03-10 TOP PICK Patient-Home-Monitoring
PHM-X
Bruce Campbell (2)

One of the most hated stocks in Canada. They were on a huge acquisition spree a couple of years ago, but have bought a company called Fleet Management, which did an excellent job of growing their business. The 2 men in charge took over a big mess. They right sized the company and sold off some stuff and closed down some stuff and brought their bad debt expense down. They’re growing the company at a phenomenal rate, 25%-30% per year. Just posted the 1st quarter where they generated cash, so they are cash flow positive. The valuation is super cheap, trading at less than 5X. The stock price could triple from here and still be cheaper than something like a Savaria (SIS-T) or a CRH Medical (CRH-T). Too cheap to ignore.

Price:
$0.280
Subject:
CANADIAN & CANNABIS STOCKS
Bias:
OPTIMISTIC
Owned:
Yes
2017-03-09 TOP PICK CitiGroup
C-N
Stan Wong

Financials is definitely his favourite space at this point going forward. With rising interest rates, and presumably a lighter regulatory environment, this is poised to do well. Given that they have slightly underperformed some of the other banks, he thinks their potential for large capital returns through dividends and stock buybacks is great for shareholders. Trading at about .83X Price to book ratio, which is a definite discount to all the names in that large bank space in the US. Dividend yield of 1.05%. (Analysts’ price target is $65.)

Price:
$61.550
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-03-09 TOP PICK Facebook
FB-Q
Teal Linde

Even though it has 1.7 billion users, they are still growing their user base by double digits. This year revenues are going to grow 37%, and EPS up 28%, and is trading at 25.5X this year’s earnings. Next year, revenues and EPS are going to grow in the mid-20s, and is trading at 20X expected earnings. (Analysts’ price target is $162.)

Price:
$138.240
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2017-03-09 TOP PICK Five-Below-Inc
FIVE-Q
Teal Linde

A $5 and below retailer for teenagers. They only have 531 stores in the US. To put this in context, Dollarama (DOL-T) has over 1000 stores, and expects to meet saturation at around 1400 stores. Five Below thinks they can easily get to 2000 stores. They are only in 31 states and are just opening their 1st store in California this spring. They are growing their store base 20% per year, year after year. (Analysts’ price target is $50.)

Price:
$38.330
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2017-03-09 TOP PICK MGM-Mirage
MGM-N
Stan Wong

This owns casino resorts in the US, mainly Las Vegas, as well as China and Dubai. They are expanding into other parts of the US as well as Asia. This had been doing very well, but had a bad quarter, and the stock dropped to the 200-day moving average. Looking at the macro picture with a recovery in the global economy, the properties in the US and China should continue to do well. Shares are trading about 10X enterprise value over EBITDA, which is a discount to its main competitors. Dividend yield of 1.71%. (Analysts’ price target is $33.)

Price:
$25.430
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-03-09 TOP PICK Painted-Pony-Petroleum
PPY-T
Teal Linde

The company is looking for production growth of about 80% in 2017 and 40% in 2018. There is no other natural gas player in Western Canada that has those kinds of growth rates. The valuation is actually below the average of their peers, which is also very attractive. (Analysts’ price target is $10.)

Price:
$6.040
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2017-03-09 TOP PICK Sun-Life-Financial-Inc
SLF-T
Stan Wong

With 40% of its revenues coming from the US, this will benefit from proposed deregulations and tax reforms. Rising interest rates will help this. Lifecos will also benefit from aging demographics. Dividend yield of 3.39%, which he estimates to grow by about 10% a year for the next few years. Trading at 12X forward PE, which is pretty cheap. (Analysts’ price target is $54.)

Price:
$49.400
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
Showing 46 to 60 of 23,667 entries
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