Recent Top Picks | StockChase

Recent Top Picks Table


Signal Opinion Expert
TOP PICK

It has been beaten up after the last earnings came out.  It is an interesting company.  It buys companies, consolidates them and grows off the consolidation.  The hiccup in the fall adds to this company.  Norway is their laboratory.  Half of the cars are electric.  This is their testing ground.  They are great controllers of cost.  (Analysts’ target: $74.08).

food stores

It has been beaten up after the last earnings came out.  It is an interesting company.  It buys companies, consolidates them and grows off the consolidation.  The hiccup in the fall adds to this company.  Norway is their laboratory.  Half of the cars are electric.  This is their testing ground.  They are great controllers of cost.  (Analysts’ target: $74.08).

food stores
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$54.050
Owned Owned
Yes

TOP PICK

They refinish paint for cars and other coatings. Berkshire Hathaway owns 10% of this, and in 2017 two companies were trying to buy it.. A growth play on the coatings business which is consolidating. Valuation is attractive. Worth at least $42/share. (Analysts' price target $33.75)

INDUSTRIAL PRODUCTS

They refinish paint for cars and other coatings. Berkshire Hathaway owns 10% of this, and in 2017 two companies were trying to buy it.. A growth play on the coatings business which is consolidating. Valuation is attractive. Worth at least $42/share. (Analysts' price target $33.75)

INDUSTRIAL PRODUCTS
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$30.370
Owned Owned
Yes

TOP PICK

They've emulated the Berkshire Hathaway business model. It's an insurance company that's really a growth company. They've had only three negative years in 15, and invest in stocks that outperform the S&P 500. They're starting to buy private companies and build them up. No dividend, but he expects major growth going forward. Get in now. (Analysts' price target $1,115.75)

insurance

They've emulated the Berkshire Hathaway business model. It's an insurance company that's really a growth company. They've had only three negative years in 15, and invest in stocks that outperform the S&P 500. They're starting to buy private companies and build them up. No dividend, but he expects major growth going forward. Get in now. (Analysts' price target $1,115.75)

insurance
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$1165.110
Owned Owned
Yes

TOP PICK
Ferrari N.V.(RACE-N) 

April 23, 2018

He was late to this. They sell 9,000 cars a year and are expected to rise to 15,000. They're also developing e-cars and hybrids. They can increase prices and margins each year, and add anccillary services, like theme parks. An expensive PE but they should double earnings. Little debt, lots ot cash flow. He'd pay a higher valuation in a stock if he sees growth, like Ferrari. (Analysts' price target $130.41)

Automotive

He was late to this. They sell 9,000 cars a year and are expected to rise to 15,000. They're also developing e-cars and hybrids. They can increase prices and margins each year, and add anccillary services, like theme parks. An expensive PE but they should double earnings. Little debt, lots ot cash flow. He'd pay a higher valuation in a stock if he sees growth, like Ferrari. (Analysts' price target $130.41)

Automotive
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$121.880
Owned Owned
Yes

TOP PICK
Royal Bank(RY-T) 

April 23, 2018

His favourite bank in Canada.  The group has had a good stiff correction.  It has the diversification.  Capital markets are an issue for all the banks.  This is an opportunity to get a good yield and growth.  He does not think risks in the housing market will affect them.  (Analysts’ target: $111.44).

banks

His favourite bank in Canada.  The group has had a good stiff correction.  It has the diversification.  Capital markets are an issue for all the banks.  This is an opportunity to get a good yield and growth.  He does not think risks in the housing market will affect them.  (Analysts’ target: $111.44).

banks
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$97.980
Owned Owned
Yes

TOP PICK

Growth rates are 40-60 percent per year.  They have a gaming division.  The Chinese use their app instead of credit cards.  This should be a smaller position.  (Analysts’ target: 522.41).

Growth rates are 40-60 percent per year.  They have a gaming division.  The Chinese use their app instead of credit cards.  This should be a smaller position.  (Analysts’ target: 522.41).

0
Rick Stuchberry

Portfolio Manager, Richardson GMP...

PricePrice
$0.000
Owned Owned
Yes

TOP PICK

They are involved in fracing sand.  Over the past five years investors had been disappointed.  They recently opened a mine in the Permian – the first operator there.   They have locked up capacity on good long-term contracts.  They see a 10% dividend increase over the year.  They are projecting a 25% increase in frac sand usage.  If you want to be in energy this is the one.  Yield 7.5%.  (Analysts’ price target is $16.36 )

They are involved in fracing sand.  Over the past five years investors had been disappointed.  They recently opened a mine in the Permian – the first operator there.   They have locked up capacity on good long-term contracts.  They see a 10% dividend increase over the year.  They are projecting a 25% increase in frac sand usage.  If you want to be in energy this is the one.  Yield 7.5%.  (Analysts’ price target is $16.36 )

0
Don Lato

President, Padlock Investment M...

PricePrice
$12.100
Owned Owned
Yes

TOP PICK
Toronto Dominion(TD-T) 

April 20, 2018

At 10.5 times next year earnings, this is great value.  The took a write-down on the changes in the US tax code, but that will now become a tail wind for them.  This is a good entry level.  Yield 3.8%.  (Analysts’ price target is $82.10 )

banks

At 10.5 times next year earnings, this is great value.  The took a write-down on the changes in the US tax code, but that will now become a tail wind for them.  This is a good entry level.  Yield 3.8%.  (Analysts’ price target is $82.10 )

banks
Don Lato

President, Padlock Investment M...

PricePrice
$70.190
Owned Owned
Yes

TOP PICK

A great combination of new store openings and same-store sales increase.  They own 1000 stores and plan to open another 100 this year.  Multiples came down with fears that Amazon was going to enter the cosmetic space, making it very reasonably priced now.  Yield 0%.  (Analysts’ price target is $246.95 )


Consumer Products

A great combination of new store openings and same-store sales increase.  They own 1000 stores and plan to open another 100 this year.  Multiples came down with fears that Amazon was going to enter the cosmetic space, making it very reasonably priced now.  Yield 0%.  (Analysts’ price target is $246.95 )


Consumer Products
Don Lato

President, Padlock Investment M...

PricePrice
$235.050
Owned Owned
Yes

TOP PICK
Alamos Gold Inc(AGI-T) 

April 19, 2018

There is lots of insider buying and it is leveraged to the upside on bullion.  The stock could double, or quadruple.  There could be a 10% setback at some point also.  (Analysts’ target: $11.08).

precious metals

There is lots of insider buying and it is leveraged to the upside on bullion.  The stock could double, or quadruple.  There could be a 10% setback at some point also.  (Analysts’ target: $11.08).

precious metals
Ross Healy

Chairman, Strategic Analysis C...

PricePrice
$7.010
Owned Owned
Yes

TOP PICK

It is not the cheapest but it has been going along on a technical support level for some time.  All of the banks make him a little concerned, so if he gets a 5% sell off, he would use that as a sell signal.  (Analysts’ target: $89.43).

banks

It is not the cheapest but it has been going along on a technical support level for some time.  All of the banks make him a little concerned, so if he gets a 5% sell off, he would use that as a sell signal.  (Analysts’ target: $89.43).

banks
Ross Healy

Chairman, Strategic Analysis C...

PricePrice
$76.390
Owned Owned
Yes

TOP PICK
Enbridge(ENB-T) 

April 19, 2018

They have been hurt because they are interest sensitive.  They were a market darling until they bought a US company to be more diversified.  Their balance sheet got bloated.  It got way overdone on the downside.  All they did was bring down the expectations.  He bought more this month.  (Analysts’ target: $52.85).

oil/gas pipelines

They have been hurt because they are interest sensitive.  They were a market darling until they bought a US company to be more diversified.  Their balance sheet got bloated.  It got way overdone on the downside.  All they did was bring down the expectations.  He bought more this month.  (Analysts’ target: $52.85).

oil/gas pipelines
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$40.490
Owned Owned
Yes

TOP PICK

It has a terrific yield.  Almost 8% and it is covered.  It has been trading in its range for the last 5 years and it is back down.  A good balance sheet.  He really likes it.  (Analysts’ target: $32.67).

oil/gas

It has a terrific yield.  Almost 8% and it is covered.  It has been trading in its range for the last 5 years and it is back down.  A good balance sheet.  He really likes it.  (Analysts’ target: $32.67).

oil/gas
Ross Healy

Chairman, Strategic Analysis C...

PricePrice
$28.440
Owned Owned
Yes

TOP PICK

It is in the water and electrical business.  In May they are breaking into two and he will own two.  It has raised its dividend for over 40 years.  (Analysts’ target: $73.75).

It is in the water and electrical business.  In May they are breaking into two and he will own two.  It has raised its dividend for over 40 years.  (Analysts’ target: $73.75).

0
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$71.140
Owned Owned
Yes

TOP PICK
Stantec Inc(STN-T) 

April 19, 2018

It is a Canadian Engineering company.  Last year it bought a highly sought-after water company.  He has had a number of holdings in the water industry.  The acquisition inherited some cost overruns on the company and are slowly getting over them.  They will slowly move on.  They have raised their dividend every year.  (Analysts’ target: $36.31).

consulting

It is a Canadian Engineering company.  Last year it bought a highly sought-after water company.  He has had a number of holdings in the water industry.  The acquisition inherited some cost overruns on the company and are slowly getting over them.  They will slowly move on.  They have raised their dividend every year.  (Analysts’ target: $36.31).

consulting
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$31.700
Owned Owned
Yes

Showing 1 to 15 of 25,249 entries
<< < 1 2 3 4 5 > >>
 
Successfully Saved Company