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
2017-09-07 TOP PICK Enbridge
ENB-T
Michael Simpson, CFA

A 4.8% yield.  Some energy infrastructure companies are way out of favour.  They can grow their dividend 10-12% over the next 4 to 5 years.  82% payout and it is not being reflected in the market.  It is a dividend champion.  A stale, low volatile stock.  (Analysts’ target: $62.00).

Price:
$49.230
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2017-09-07 TOP PICK Sun-Life-Financial-Inc
SLF-T
Lorne Steinberg

All the lifecos will be benefiting from rising interest rates. The amazing thing with this company is that they were never hurt during the financial crisis and never had to cut their dividend. Trading at 11X earnings. Great presence in the US and India. At this valuation with a rising dividend and excess capital, we are undoubtedly going to see increasing share buybacks. Dividend yield of 3.7%. (Analysts’ price target is $52.)

Price:
$46.360
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
Yes
2017-09-07 TOP PICK West-Fraser-Timber
WFT-T
Michael Simpson, CFA

It is the biggest in Canada and the second biggest in the US after Weyerhaeuser (WY-N).  Over the years they now have over 43% of their productive assets in the US.  They have a 6.7 price to cash flow ratio and a great balance sheet.  As the forth largest city in the US gets rebuilt they will be needed.  (Analysts’ target: $70.50).

Price:
$62.910
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
CAUTIOUS
Owned:
Yes
2017-09-06 TOP PICK CASH
CASH
Keith Richards

What is wrong with cash when the risk may be is a little bit higher than normal?

Price:
$0.010
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2017-09-06 TOP PICK Cineplex-Inc
CGX-T
Keith Richards

Has been massively oversold, and it is very, very likely that the stock is going to have a short-term rebound. This is a short-term trade for those people that like that sort of thing. (Analysts’ price target is $50.)

Price:
$38.100
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2017-09-06 TOP PICK Fluor-Corp.
FLR-N
Stephen Groff

A large E&C firm, very global in nature. For many years, their execution was very good. Has gotten more interested in this, because by being highly diversified, they can tackle the largest and most complicated projects globally. Their challenges are twofold. They are market driven. As an example, their mining backlog has fallen by over 90%. It is cyclical, and is much closer to the bottom that it is to the top. Secondly, they’ve made mistakes with some really shoddy execution in some areas. Dividend yield of 2.1%. (Analysts’ price target is $46.50.)

Price:
$38.620
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-09-06 TOP PICK Praxair-Inc
PX-N
Stephen Groff

Industrial gases. Just agreed to a merger. Not an overly exciting company, but it is a consistently high-quality business. By buying Linde it gives them greater scale and there is a lot of cost savings potential and synergies. Over time, this can do well. It isn’t a “get rich overnight” stock, it is a steady compounder. He likes how they think. Dividend yield of 2.4%. (Analysts’ price target is $140.)

Price:
$131.770
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-09-06 TOP PICK Viper-Energy-Partners-LP
VNOM-Q
Stephen Groff

A royalty company that operates in the Permian Basin. Where you make your money is primarily through yield. Pays a 7.5%-8% dividend. He likes how they think. They have the backing of a general partner that can accelerate drilling on their property and drop down assets into the royalty. They own the mineral interests and royalties in their land. They don’t actually own a single pump, but just sit and collect cheques on their land. The trick is to value what you think the cash flow stream will look like.  He likes that they will only invest incremental shareholder capital and target 20% IRR, which is quite healthy. Dividend yield of 7.8%. (Analysts’ price target is $21.)

Price:
$17.210
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-09-06 TOP PICK BMO-Long-Term-US-Treasury-Bond
ZTL-NLB
Keith Richards

A contrarian pick, because if the markets are going to sell off, there is often a flight to safety, and bonds can be okay. He doesn’t expect huge upside on this, but some neutral to positive upside. The contrarian side is that this is not hedged. In the near term, the loonie is a little overbought, so we may get a little pop on the exchange settling down a little. He is probably going to hold this for 1 to 2 months.

Price:
$0.000
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2017-09-05 TOP PICK Chevron-Texaco
CVX-N
David Dietze

He would be in a weakened industry group, because if the stock has underperformed along with the whole industry, there is less of a risk that it would be a specific company issue. When the whole industry rebounds, some companies don’t. This is the 4th largest dividend payer and is globally diversified. He particularly likes some new gas operations they have in Asia, some of the prime property they have in the Permian Basin and some great refining assets in California. They are going to have some new management and are firmly committed to their dividend. Dividend yield of 3.9%. (Analysts’ price target is $119.)

Price:
$109.440
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-05 TOP PICK General-Electric
GE-N
David Dietze

The worst Dow performer this year, down 18%. However, you have world-class medical devices, world-class energy assets and world-class industrial assets, and if they don’t turn this around quickly, you are going to see this conglomeration broken up. The new CEO has just announced job cuts. Here’s a way to invest in a world class company. Dividend yield of 3.9%. (Analysts’ price target is $30.)

Price:
$24.760
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-05 TOP PICK Pfizer-Inc
PFE-N
David Dietze

The 5th largest dividend payer in the Dow at about 3.9%. It is world-class because it is the largest in what they do, international operations with less risk. A conservative way to be a contrarian in the health care space, despite all the wrangling in Washington. Dividend yield of 3.7%. (Analysts’ price target is $37.)

Price:
$33.800
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-09-05 TOP PICK Savaria-Corp
SIS-T
Michael Smedley

A small cap company that came out of the darkness about a year ago. It went quiet again, but is acquiring things quite aggressively in chair lifts and aids to the elderly area. Just made another small tuck in acquisition. Dividend yield of 1.9%. (Analysts’ price target is $17. )

Price:
$13.060
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-09-05 TOP PICK Tesla-Motors-Inc
TSLA-Q
Michael Smedley

This owns its space. It is the peer company. Doesn’t think the electric car is going to survive, but this company is going to continue to command the space. It won’t matter that he doesn’t make money. (Analysts’ price target is US$345. )

Price:
$349.590
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-09-05 TOP PICK Welbilt
WBT-N
Michael Smedley

A turnaround situation. It is global and run by a German, whose family is growing in tunnels in Europe, and this man knows how to get the stock moving. DPS Yield Smart Estimate 9.1%.

Price:
$20.000
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
Showing 61 to 75 of 24,391 entries
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