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
2017-03-08 TOP PICK AutoCanada-Inc.
ACQ-T
Paul Harris, CFA

He really likes the story. They were buying up auto dealerships, but management made many promises which they didn’t do. New management came in and cut the dividend quite substantially. They are slowly going to buy 2 or 3 dealerships. Integrated their back-office which helps them. They are going to throw off about $50 million in cash, which allows them to buy more assets and more franchises. He expects they will be diversifying out of the Alberta area in the next little while. Dividend yield of 1.67%. (Analysts’ price target is $27.)

Price:
$24.010
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-03-08 TOP PICK Bayerische-Motoren-Werke-AG
BMW-GR
Paul Harris, CFA

About 40% of the company is owned by the Quandt family, so you have a very stable shareholder. Also, the company has been very good at introducing people to products, like their cars, which is very good from a marketing perspective. The company will give up margin in the short term for longer-term gains. They will spend more on R&D and more on CapX. Car sales in Europe have not been strong compared to Canada and the US, and he sees that as an opportunity. Dividend yield of 3.71%. (Analysts’ price target is euro 88.)

Price:
$0.000
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-03-08 TOP PICK Blackstone-Group-LP
BX-N
Paul Harris, CFA

This has not run up a lot, like other financials. A private equity company, but they have a hedge fund business. Has a great dividend yield of 5.17%. They’re very good at harvesting their assets. They’ve been able to use the debt market when they buy things, to lever them up. Have brought in over $100 billion, that they can actually deploy if something happens. (Analysts’ price target is $35.50.)

Price:
$29.100
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-03-08 TOP PICK Cargojet-Inc
CJT-T
William Chin

This has 90% market share in Canada for the large, overnight, time sensitive freight. Their customers include Canada Post, DHS, UPS and Amazon, so they have a stranglehold on the industry. Carries time sensitive cargoes, with pharmaceutical being a big product area. It has a huge barrier to entry. All the big CapX has been done. Dividend yield of 1.48%. (Analysts’ price target is $57.)

Price:
$46.600
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-03-08 TOP PICK Transcontinental-Inc.--A-
TCL.A-T
William Chin

The market assigns a very low valuation to this, because the general view is that print is in secular decline. According to management, this company’s major line of business is printing flyers for retailers, which is 65% of their business. The rest of it is newspapers and outsourcing printing, and they are the last man standing. They are also in packaging, a much higher margin business, and it is not appreciated by the market. Very strong cash flow. Dividend yield of 3.51%. (Analysts’ price target is $22.65.)

Price:
$22.850
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-03-08 TOP PICK Sleep-Country-Canada-Holdings
ZZZ-T
William Chin

This is not just selling mattresses, but are also selling accessories, which are higher margin lines of products. It is doing very well, which is reflected in the charts. If the company is doing well, you will see investors appreciate that and adding value to the stock price, and we are seeing that. Dividend yield of 1.84%. (Analysts’ price target is $36.)

Price:
$32.070
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-03-07 TOP PICK Amgen-Inc.
AMGN-Q
John Stephenson

This is cheap, trading at roughly 13X versus the S&P at 17.4X. It has a free cash flow yield of roughly 8% plus a pretty good dividend yield of 2.56%. It is going to grow its dividend probably in the 10%-15% range. The stock is undervalued and underloved. It has held up really well despite all the tweets and all the other things going on. It is a biotech company, but it is one of the best and certainly one of the biggest. (Analysts’ price target is $189.50.)

Price:
$177.380
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2017-03-07 TOP PICK Facebook
FB-Q
John Stephenson

A really good company. There are 1.8 million active users. Great metrics this past quarter. They are the dominant franchise. They clearly get mobile, which was an overhang. They have a huge amount of things, especially in mobile advertising and video advertising. Reasonable valuation and a great management team. (Analysts’ price target is $162.00.)

Price:
$137.300
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2017-03-07 TOP PICK Mag-Silver-Corp
MAG-T
Robert Cohen B.A.Sc., MBA, CFA

Mexican silver. A joint venture with Fresnillo, the largest primary silver producer globally. These are the extension of the veins in the Fresno District onto the joint venture ground, which is 44% owned by MAG Silver. High grade, very robust economic. They are finding at depth in the Waldo Canyon that the grade is getting better. That has given the joint venture cause to increase the scope of the project.  (Analysts’ price target is $25.25.)

Price:
$17.830
Subject:
MINING
Bias:
UNKNOWN
Owned:
Yes
2017-03-07 TOP PICK Northern-Star-Resources
NST-AU
Robert Cohen B.A.Sc., MBA, CFA

(Australian stock exchange.) They acquired a bunch of mines that were ex-Newmont and ex-Barrick that were in Australia, and put in the necessary capital, not only to drill deeper and find more resources, but currently they have a current annual run rate of 500,000 ounces a year, making them a sizable producer, and organic growth that will take them to 600,000 ounces for next year. Dividend yield of 2.53%. (Analysts’ price target is $4.40 AUD.)

Price:
$0.000
Subject:
MINING
Bias:
UNKNOWN
Owned:
Yes
2017-03-07 TOP PICK NexGen-Energy
NXE-T
Robert Cohen B.A.Sc., MBA, CFA

This just put out a resource upgrade, so are now at just over 300 million pounds of uranium, the single, largest, uranium play in Canada. The stock sold off on Monday because people were expecting even more. They were focused on the infill drilling, converting indicated to inferred. A great project. (Analysts’ price target is $4.75.)

Price:
$3.500
Subject:
MINING
Bias:
UNKNOWN
Owned:
Yes
2017-03-07 TOP PICK Wal-Mart-Stores-Inc.
WMT-N
John Stephenson

*Short*. A good company, the largest retailer in the world, but that is one of the problems. How do you grow, especially when growth is 56% of your business. You have everything from organic producers to super discounters fighting you. It is hard for them to move the needle and increase their margins. They’ve been trying to ratchet down street expectations by 15%-20% over a multiyear period. Their consumer is predominantly lower and middle class consumers, who are more impacted by gas prices and probably not going to benefit from Trump’s rhetoric of “America First”. Dividend yield of 2.92%. (Analysts’ price target is $73.00.)

Price:
$69.870
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2017-03-06 TOP PICK Cordoba-Minerals
CDB-X
Joe Mazumdar

This is in Northern Colombia. Gives exposure to copper and to Robert Friedland. It has a joint venture with High Power Exploration, Robert Friedland’s exploration arm now in Latin America. They are earning up to 65%. This is basically fully funded to a feasibility study, which could be up to $50-$60 million, so they don’t need to raise a lot of working capital.

Price:
$1.200
Subject:
JUNIOR MINING & EXPLORATION
Bias:
UNKNOWN
Owned:
Yes
2017-03-06 TOP PICK InZinc-Mining-Ltd.
IZN-X
John Kaiser

Zinc in Utah.  This could go into production by itself.  We could see this thing scale bigger in terms of tonnage.  There is a lot more to be found.  It is in an area where there are reduced environmental objection, just south of the Military testing grounds over the Salt Flats.

Price:
$0.260
Subject:
PRE-PRODUCTION JUNIORS & BOTTOM FISHING STOCKS
Bias:
BULLISH on COMMODITIES & ENERGY
Owned:
Yes
2017-03-06 TOP PICK Mirasol-Resources
MRZ-X
Brent Cook

A great company and worth while accumulating, but it is really important on junior stocks to pick your price. At this level, it is worth accumulating, but there is no urgency. These guys generate really good big picture ideas, and they get a major mining company in to test it.

Price:
$1.700
Subject:
JUNIOR MINING & EXPLORATION
Bias:
UNKNOWN
Owned:
Yes
Showing 61 to 75 of 23,667 entries
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