Recent Top Picks | StockChase

Recent Top Picks Table


Signal Opinion Expert
TOP PICK
Celestica Inc(CLS-T) 

February 16, 2018

This company makes electronic parts for other manufacturers. Their last quarter flow was not good and earnings took a hit. They have a good return on capital and hold a lot of cash, buying back some of their stock recently. The valuation is good here. It does not pay a dividend. Yield 0%. (Analysts’ price target is $14.64)

electrical/electronic

This company makes electronic parts for other manufacturers. Their last quarter flow was not good and earnings took a hit. They have a good return on capital and hold a lot of cash, buying back some of their stock recently. The valuation is good here. It does not pay a dividend. Yield 0%. (Analysts’ price target is $14.64)

electrical/electronic
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$13.400
Owned Owned
Yes

TOP PICK
JP Morgan Chase & Co(JPM-N) 

February 16, 2018

As the heart of the pro-growth theme. He likes the banking sector in the US. Earnings for this company are fantastic. Good boring name. (Analysts’ price target is $119.98)

Financial Services

As the heart of the pro-growth theme. He likes the banking sector in the US. Earnings for this company are fantastic. Good boring name. (Analysts’ price target is $119.98)

Financial Services
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc....

PricePrice
$114.680
Owned Owned
Yes

TOP PICK
Lanxess(LXS-DE) 

February 16, 2018

A specialty chemical company becoming a power house company in fire retardant and specialty lubricants. The CFO wants to see the company grow. He thinks the dividend growth is good. It trades in Germany and Pink Sheets as LNXX. It trades at 8 times EBIDTA when it should trade at 11 times. Yield 1.0%. (Analysts’ price target is €72.70)

chemicals

A specialty chemical company becoming a power house company in fire retardant and specialty lubricants. The CFO wants to see the company grow. He thinks the dividend growth is good. It trades in Germany and Pink Sheets as LNXX. It trades at 8 times EBIDTA when it should trade at 11 times. Yield 1.0%. (Analysts’ price target is €72.70)

chemicals
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$0.000
Owned Owned
Yes

TOP PICK
Shopify Inc.(SHOP-T) 

February 16, 2018

In the merchant cloud service. Earnings are fantastic. Revenue growth of 46%. Ticking all the boxes. They have a 200 dollars target.  (Analysts’ price target is $175.41)

In the merchant cloud service. Earnings are fantastic. Revenue growth of 46%. Ticking all the boxes. They have a 200 dollars target.  (Analysts’ price target is $175.41)

0
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc....

PricePrice
$172.600
Owned Owned
Yes

TOP PICK
Uni-Select Inc(UNS-T) 

February 16, 2018

He bought this in the last week. It is in auto parts distribution in the US and UK. The stock has been hurt by Amazon and they acquired a UK distributor which impacted their debt. Going forward things look good. Yield 1.4% (Analysts’ price target is $32.67)

wholesale distributors

He bought this in the last week. It is in auto parts distribution in the US and UK. The stock has been hurt by Amazon and they acquired a UK distributor which impacted their debt. Going forward things look good. Yield 1.4% (Analysts’ price target is $32.67)

wholesale distributors
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$26.010
Owned Owned
Yes

TOP PICK

Pretty volatile. Should continue higher after the correction. It could really accelerate if it moves over 16 dollars. 

E.T.F.'s

Pretty volatile. Should continue higher after the correction. It could really accelerate if it moves over 16 dollars. 

E.T.F.'s
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc....

PricePrice
$14.850
Owned Owned
Yes

TOP PICK

They do grain augers and conveyors belts and storage bins. Storage gives farmers more flexibility. Most countries in the world are underinvested in storage. Many growth opportunities for this company. Yield of 4.3%. (Analysts’ price target is $67.17) 

machinery

They do grain augers and conveyors belts and storage bins. Storage gives farmers more flexibility. Most countries in the world are underinvested in storage. Many growth opportunities for this company. Yield of 4.3%. (Analysts’ price target is $67.17) 

machinery
Mario Mainelli, CFA

Portfolio Manager, Caldwell Investment ...

PricePrice
$56.180
Owned Owned
Yes

TOP PICK
Delphi Technologies(DLPH-N) 

February 15, 2018

Spun out recently. They do power train parts. Electrification is an opportunity for them. Trades at a really low multiple despite having strong growth prospects ahead of it. (Analysts’ price target is $61.25)

INDUSTRIAL PRODUCTS

Spun out recently. They do power train parts. Electrification is an opportunity for them. Trades at a really low multiple despite having strong growth prospects ahead of it. (Analysts’ price target is $61.25)

INDUSTRIAL PRODUCTS
Mario Mainelli, CFA

Portfolio Manager, Caldwell Investment ...

PricePrice
$51.960
Owned Owned
Yes

TOP PICK
Mitel Networks(MNW-T) 

February 15, 2018

They focus on unified collaboration. They trade at a low multiple and he thinks they are not getting credit for their increased penetration of cloud. Public cloud companies trade at way higher multiples. (Analysts’ price target is $14.65)

communications/media

They focus on unified collaboration. They trade at a low multiple and he thinks they are not getting credit for their increased penetration of cloud. Public cloud companies trade at way higher multiples. (Analysts’ price target is $14.65)

communications/media
Mario Mainelli, CFA

Portfolio Manager, Caldwell Investment ...

PricePrice
$11.070
Owned Owned
Yes

TOP PICK

At $60 plus for oil you get a lot of investment going back into the ground.  It is trading at the low end of the historical range.  It should get a bigger boost going forward.

E.T.F.'s

At $60 plus for oil you get a lot of investment going back into the ground.  It is trading at the low end of the historical range.  It should get a bigger boost going forward.

E.T.F.'s
John Zechner

Chairman, J. Zechner & Assoc...

PricePrice
$24.200
Owned Owned
Yes

TOP PICK
Open Text(OTEX-T) 

February 15, 2018

Enterprise content management.  Grew a little bit organically and then by acquisition, paying down the acquisition before moving on.  They are getting more organic growth.  They are trading at 12 times forward earnings.  Margins are coming higher.  It is growing with a good business model and in the right space.  (Analysts’ target: $54.09).

computer software/processing

Enterprise content management.  Grew a little bit organically and then by acquisition, paying down the acquisition before moving on.  They are getting more organic growth.  They are trading at 12 times forward earnings.  Margins are coming higher.  It is growing with a good business model and in the right space.  (Analysts’ target: $54.09).

computer software/processing
John Zechner

Chairman, J. Zechner & Assoc...

PricePrice
$44.120
Owned Owned
Yes

TOP PICK
Qualcomm(QCOM-Q) 

February 15, 2018

It is in the right space.  Not the cheapest in the group but not the most expensive.  They get royalties on their patents.  Broadcom has an offer on the table and maybe it comes together.  China has given them no royalty payments to date.  You might get some this year.  There could be a takeout.  There is a short fuse on all these possible events.  It will go north of $80 a share if it goes.  (Analysts’ target: $72.12).

Telecommunications

It is in the right space.  Not the cheapest in the group but not the most expensive.  They get royalties on their patents.  Broadcom has an offer on the table and maybe it comes together.  China has given them no royalty payments to date.  You might get some this year.  There could be a takeout.  There is a short fuse on all these possible events.  It will go north of $80 a share if it goes.  (Analysts’ target: $72.12).

Telecommunications
John Zechner

Chairman, J. Zechner & Assoc...

PricePrice
$65.280
Owned Owned
Yes

TOP PICK

Their business model is investing in assets, building it, then selling it. Just increased their dividend. A global company with assets in Brazil and Asia, like a pipeline with many assets within it. A defensive, long-term stock. (Analysts' price target is $58.79.)

INDUSTRIAL PRODUCTS

Their business model is investing in assets, building it, then selling it. Just increased their dividend. A global company with assets in Brazil and Asia, like a pipeline with many assets within it. A defensive, long-term stock. (Analysts' price target is $58.79.)

INDUSTRIAL PRODUCTS
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd....

PricePrice
$50.820
Owned Owned
Yes

TOP PICK
Black Stone Minerals LP(BSM-N) 

February 14, 2018

It has a great yield. Management is smart and a great track record. If oil prices improve they will benefit, it production rises and prices fall they benefit from the increased volume movement. Yield 7.2%.  

oil/gas

It has a great yield. Management is smart and a great track record. If oil prices improve they will benefit, it production rises and prices fall they benefit from the increased volume movement. Yield 7.2%.  

oil/gas
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Ass...

PricePrice
$17.780
Owned Owned
Yes

TOP PICK
JP Morgan Chase & Co(JPM-N) 

February 14, 2018

Strong in investment banking, trading and primarily retail banking. Like Bank of America, they will be returning capital to shareholders through buybacks. Will benefit from rising interest rates. (Analysts' price target is $119.98.)

Financial Services

Strong in investment banking, trading and primarily retail banking. Like Bank of America, they will be returning capital to shareholders through buybacks. Will benefit from rising interest rates. (Analysts' price target is $119.98.)

Financial Services
Zachary Curry

Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd....

PricePrice
$115.030
Owned Owned
Yes

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