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
2017-07-10 TOP PICK WPT-Industrial-REIT
WIR.U-T
Gerard Ferguson

Warehouses and distribution centers in the US.  They have General Mills and Amazon as customers.  (Analysts’ target: $14.00).

Price:
$13.100
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-07-07 TOP PICK ETrade-Financial-Corp.
ETFC-Q
Cameron Hurst

One of the best names exposed to the short end of the curve for a rising rate cycle. They have estimated about a 2.5% net interest margin this year. Management has said that for every 25 basis points the Fed hikes, they get about 10 more BPs through to that margin. There is fantastic leverage to the rising rate cycle. Also, they have a fantastic ad campaign going on right now. (Analysts’ price target is $41.)

Price:
$38.690
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-07 TOP PICK FedEx
FDX-N
Cameron Hurst

Online has really started to drive the stock, and it is a bigger and bigger share. This company has about 10% of their revenue, but are #1 in truckload delivery. Extremely well placed. Dividend yield of 0.9%. (Analysts’ price target is $235.)

Price:
$218.510
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-07 TOP PICK iShares-DJ-Medical-Devices-E.T.F.
IHI-N
Cameron Hurst

The devices’ space has great secular trends and market demand. There is more uptick in emerging markets. Fundamentally there are a lot of tailwinds. As an example, the cardio device market is projected to grow 20% a year through 2020. It is more defensive and is not as subjective to a policy shift.

Price:
$166.840
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-07-07 TOP PICK Infosys-Technologies-Ltd.
INFY-N
Darren Sissons

An Indian outsourcing IT company. If you are a large US bank, and need your Visa system incorporated with a new bank you have just acquired, you get a company like this. The stock has had a fabulous run for the last 20 years, but since Pres. Trump got into power, and looking to turn America into “America for Americans” to keep foreigners out, that has impacted the whole IT outsourcing segment, so the stock is down 25%. There is a $2 billion buy share back in the works. Dividend yield of 2.6%. (Analysts’ price target is $15.)

Price:
$15.040
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-07-07 TOP PICK Nestles
NSRGY-OTC
Darren Sissons

There are a few catalysts happening with this. They announced a Fr.20 billion buy back. Has the first non-Nestlé CEO since the early 1900s. One of the big opportunities is the divestiture of a $27 billion stake in L’Oreal. The kind of stock you just put in your portfolio, and only take out when you need to. Dividend yield of 2.8%. (Analysts’ price target is 83.50 CHF.)

Price:
$0.001
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-07-07 TOP PICK SNC-Lavalin-Group-Inc.
SNC-T
Darren Sissons

Has just completed the acquisition of Atkins, which will improve global operations. Globally we are starting to see a truckload of infrastructure projects being announced. The stock hasn’t done much since it emerged from the corruption scandal in early 2016. With the acquisition, we should see this move higher over time. Dividend yield of 1.9%. (Analysts’ price target is $68.)

Price:
$56.740
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-07-06 TOP PICK Alon-USA-Partners
ALDW-N
Chris Damas

There has been a bid for the general partner and they may take out the company.  You may get a 10% pre-tax withholding tax if you are not American.  (Analysts’ target: $12.00).

Price:
$10.580
Subject:
Cannabis, Agriculture & Fertilizer
Bias:
BEARISH
Owned:
No
2017-07-06 TOP PICK Canaccord-Financial-Inc
CF-T
Chris Damas

They are a top underwriter for the cannabis industry.  They combined with Genuity and are now a full fledge multi-industry service investment firm.  Not too many people paid attention at their earnings announcement.  They are about to buy a UK wealth manager.  He expects over a $1 a share in earnings.  He has been buying more.  (Analysts’ target: $6.50).

Price:
$5.580
Subject:
Cannabis, Agriculture & Fertilizer
Bias:
BEARISH
Owned:
Yes
2017-07-06 TOP PICK DIRTT-Environmental-Solutions
DRT-T
Jim Huang

This has been flat lining over the last couple of years. Partly because they’ve had some big contracts in the energy sector. Meanwhile, they have been able to grow in all the other sectors they’ve been in, and have more than made up for that. The energy sector is coming back a little and continues to invest in technology innovation. It doesn’t look cheap on current earnings, but growth is huge. (Analysts’ price target is $8.75.)

Price:
$6.290
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-06 TOP PICK ICC-International-Cannabis-Corp.
ICC-X
Chris Damas

They did an RTO in December.  They are one of two in their South American country.  They bought a large inventory in help seeds.  It is used in pain and inflammation reduction.   (Analysts’ target: $2.10).

Price:
$1.120
Subject:
Cannabis, Agriculture & Fertilizer
Bias:
BEARISH
Owned:
Yes
2017-07-06 TOP PICK Intertape-Polymer-Group
ITP-T
Jim Huang

This has tapes of all kinds. Industrial uses, home uses. But obviously they also make the tapes that bind boxes that go from Amazon (AMZN-Q), which is a growth area. They’ve done a good job of controlling costs in the last few years and consolidating their operations. Now doing some tuck in acquisitions in India, etc. for testing new markets. There is probably 20% upside over the next 12-18 months. Dividend yield of 3%. (Analysts’ price target is $29.)

Price:
$24.640
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-06 TOP PICK Parex-Resources-Inc.
PXT-T
Jim Huang

To like this, you have to have some confidence that oil prices will not collapse. Even at $40 oil prices, the company will be able to maintain production, maybe not show growth, but keep a good balance sheet. Anything above $40 the company could grow 10% plus year, and be debt free in the next 12-18 months. They have a great track record. Primarily exposed to Colombia light oil. (Analysts’ price target is $22.50.)

Price:
$14.490
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-07-05 TOP PICK CI-Financial-Corp
CIX-T
Daniel Lloyd

*Short* The competitive pressure has gotten worse. The stock price has risen, but that has been with the broader market in general, not because the business has improved. They still have very weak underlying net sales. Dividend yield of 5.1%. (Analysts’ price target is $29.50.)

Price:
$27.950
Subject:
CANADIAN
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-07-05 TOP PICK goeasy
GSY-T
Daniel Lloyd

An alternative lender in Canada, mostly doing what is called instalment loans. An interesting niche between bank financing and payday loan financing, where they will service credit ratings between 4.50 and 5.75. All of the lending is income based, so they do very strict income verification. A very, very well-run business with very, very high net interest margins. Dividend yield of 2.6%. (Analysts’ price target is $41.)

Price:
$27.300
Subject:
CANADIAN
Bias:
BULLISH on ENERGY
Owned:
Yes
Showing 61 to 75 of 24,146 entries
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