Recent Top Picks | StockChase

Recent Top Picks Table


Signal Opinion Expert
TOP PICK
Altagas Ltd(ALA-T) 

June 15, 2018

Name has been hurt, but think it’s getting its legs. Bottomed out around $22.75, now a nice trend. Resistance around $26.40 and also $30. Sold recent hydro assets for a pretty penny, plus WGL will be a catalyst when it closes. Good risk reward. Really good dividend, expect a bit of volatility ahead. Interest rates really screaming up will hurt it, but probably won't happen. Will probably need to do a secondary financing, which will depress the stock. Going forward, as a yield-focus, you’ll be pretty happy. Has been doing a DRIP. (Analysts’ price target is $28.48.)

oil/gas

Name has been hurt, but think it’s getting its legs. Bottomed out around $22.75, now a nice trend. Resistance around $26.40 and also $30. Sold recent hydro assets for a pretty penny, plus WGL will be a catalyst when it closes. Good risk reward. Really good dividend, expect a bit of volatility ahead. Interest rates really screaming up will hurt it, but probably won't happen. Will probably need to do a secondary financing, which will depress the stock. Going forward, as a yield-focus, you’ll be pretty happy. Has been doing a DRIP. (Analysts’ price target is $28.48.)

oil/gas
Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$26.130
Owned Owned
Yes

TOP PICK

They are in the services side of the energy picture.  Last quarter its margins came down because of rising input costs that they have not been able to pass off.  They took market share from competitors.  If you look at the inflection point with OPEC, their production could go up and prices would go up as their reserves go down.  (Analysts’ target: $8.14).

oil/gas field services

They are in the services side of the energy picture.  Last quarter its margins came down because of rising input costs that they have not been able to pass off.  They took market share from competitors.  If you look at the inflection point with OPEC, their production could go up and prices would go up as their reserves go down.  (Analysts’ target: $8.14).

oil/gas field services
Frank Mersch

Portfolio , Jamekk Capital Manag...

Price Price
$4.750
Owned Owned
Yes

TOP PICK
Dollarama Inc.(DOL-T) 

June 15, 2018

Had a good day today, but earnings lately a bit soft. Started taking a position when it was basing in April/May, and held a full position by early June. Market liked that they’re going to focus much more on Latin area expansion. Likely to become a majority shareholder in Dollar City. Increased both their eps guidance for 2019 and 2020, as well as their share buyback allowance. Drug capx marries well with the technical bottom you can see.  (Analysts’ price target is $167.50.)

Consumer Products

Had a good day today, but earnings lately a bit soft. Started taking a position when it was basing in April/May, and held a full position by early June. Market liked that they’re going to focus much more on Latin area expansion. Likely to become a majority shareholder in Dollar City. Increased both their eps guidance for 2019 and 2020, as well as their share buyback allowance. Drug capx marries well with the technical bottom you can see.  (Analysts’ price target is $167.50.)

Consumer Products
Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$154.660
Owned Owned
Yes

TOP PICK
Iamgold Corp(IMG-T) 

June 15, 2018

Solid technical pick. Has owned for a while. One of the better names since the spring. Nice little trend, but pretty choppy. Have to stick with it. Resistance around $8.10. Only down $0.11, when gold’s down $30, so it’s held up quite well. Excellent producers.  A drop to $7.25 would indicate something’s wrong. If it gets through $8, look for $9. (Analysts’ price target is $9.60.)

precious metals

Solid technical pick. Has owned for a while. One of the better names since the spring. Nice little trend, but pretty choppy. Have to stick with it. Resistance around $8.10. Only down $0.11, when gold’s down $30, so it’s held up quite well. Excellent producers.  A drop to $7.25 would indicate something’s wrong. If it gets through $8, look for $9. (Analysts’ price target is $9.60.)

precious metals
Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$7.700
Owned Owned
Yes

TOP PICK

If we learned anything about tariffs, it is lumber.  STLC-T's pension liability is gone and they have a clean balance sheet.  They have the ability to increase capacity.  They remind him of the lumber debate.  (Analysts’ target: $33.50).

If we learned anything about tariffs, it is lumber.  STLC-T's pension liability is gone and they have a clean balance sheet.  They have the ability to increase capacity.  They remind him of the lumber debate.  (Analysts’ target: $33.50).

0
Frank Mersch

Portfolio , Jamekk Capital Manag...

Price Price
$25.320
Owned Owned
Yes

TOP PICK

When you look at betting, it is bigger than cannabis.  Their old name is behind them.  They made acquisitions in Europe.  In the US the supreme court has is now allowing sports betting.  These guys are the largest poker player in the world and the largest internet gambling company in the world.  (Analysts’ target: $50.36).

Business Services

When you look at betting, it is bigger than cannabis.  Their old name is behind them.  They made acquisitions in Europe.  In the US the supreme court has is now allowing sports betting.  These guys are the largest poker player in the world and the largest internet gambling company in the world.  (Analysts’ target: $50.36).

Business Services
Frank Mersch

Portfolio , Jamekk Capital Manag...

Price Price
$49.760
Owned Owned
Yes

TOP PICK
Altus Group(AIF-T) 

June 14, 2018

A software provider for commercial real estate portfolios.  They also have a consulting service.  They are migrating more and more clients around the world onto their platform.  There is good organic growth.  (Analysts’ target: $38.78).

Business Services

A software provider for commercial real estate portfolios.  They also have a consulting service.  They are migrating more and more clients around the world onto their platform.  There is good organic growth.  (Analysts’ target: $38.78).

Business Services
Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$29.390
Owned Owned
Yes

TOP PICK
Anthem Inc(ANTM-N) 

June 14, 2018

Great long term play on growing healthcare spending. They are a health care insurer. They work for Fed and state governments, for corporations and individuals and gets the best deal for their clients.  Works under Blue Cross and Blue Shield brand in 14 states. Very cheap. Trades at 14 times next years earnings. (Analysts’ price target is $280.00)

medical services

Great long term play on growing healthcare spending. They are a health care insurer. They work for Fed and state governments, for corporations and individuals and gets the best deal for their clients.  Works under Blue Cross and Blue Shield brand in 14 states. Very cheap. Trades at 14 times next years earnings. (Analysts’ price target is $280.00)

medical services
Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$241.740
Owned Owned
Yes

TOP PICK

They developed a medium sized transit bus that is fuel efficient and last longer.  It has been selling like hot cakes.  If you go to the State of Georgia web site you will find BUS-X have been approved to sell busses to them.  The stock was hammered recently because the stock was overvalued and then busses were delayed.  He thinks you will see a lot of municipalities right size their fleets.  (Analysts’ target: $2.50).

Transportation

They developed a medium sized transit bus that is fuel efficient and last longer.  It has been selling like hot cakes.  If you go to the State of Georgia web site you will find BUS-X have been approved to sell busses to them.  The stock was hammered recently because the stock was overvalued and then busses were delayed.  He thinks you will see a lot of municipalities right size their fleets.  (Analysts’ target: $2.50).

Transportation
Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$1.530
Owned Owned
Yes

TOP PICK

Cheapest royalty company. Mainly oil royalty. Good presence in Viking, a hot player in western Canada. Great assets. Tons of free cash flow. It's very cheap with a great balance sheet and a growing dividend. (Analysts’ price target is $17.37)

oil/gas

Cheapest royalty company. Mainly oil royalty. Good presence in Viking, a hot player in western Canada. Great assets. Tons of free cash flow. It's very cheap with a great balance sheet and a growing dividend. (Analysts’ price target is $17.37)

oil/gas
Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$12.180
Owned Owned
Yes

TOP PICK
Magna Int'l. (A)(MG-T) 

June 14, 2018

Free trade and tariff discussions has been an overhang on this stock. Makes more and more money and continues to gain market share. Continues to develop technology. Super cheap stock.  2% yield.  Produces a lot of value. (Analysts’ price target is $90.19)

Automotive

Free trade and tariff discussions has been an overhang on this stock. Makes more and more money and continues to gain market share. Continues to develop technology. Super cheap stock.  2% yield.  Produces a lot of value. (Analysts’ price target is $90.19)

Automotive
Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$85.740
Owned Owned
Yes

TOP PICK

A software platform with large cap clients.  They manage employee stock purchase, stock option plans and share buybacks for publicly traded companies.  Sales are growing rapidly.  They have a high level of recurring revenue.  The upside is huge here.  (Analysts’ target: $12.91).

communications/media

A software platform with large cap clients.  They manage employee stock purchase, stock option plans and share buybacks for publicly traded companies.  Sales are growing rapidly.  They have a high level of recurring revenue.  The upside is huge here.  (Analysts’ target: $12.91).

communications/media
Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$12.050
Owned Owned
Yes

TOP PICK

A food infrastructure play.  They produce augers and storage equipment.  Their last quarter saw sales up 30%.  They will be raising prices soon and should be able to protect their margin growth.  Their backlog has grown and he thinks this confirms their growth opportunities.  They are entering international markets, which could increase the likelihood of a take-over.  Yield 4.2%.  (Analysts’ price target is $67.38)

machinery

A food infrastructure play.  They produce augers and storage equipment.  Their last quarter saw sales up 30%.  They will be raising prices soon and should be able to protect their margin growth.  Their backlog has grown and he thinks this confirms their growth opportunities.  They are entering international markets, which could increase the likelihood of a take-over.  Yield 4.2%.  (Analysts’ price target is $67.38)

machinery
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$57.630
Owned Owned
Yes

TOP PICK
Aecon Group Inc(ARE-T) 

June 13, 2018

He doesn’t normally like to buy companies when it is like catching a falling knife, but when it fell 25% it was too good to pass by.  Unlike other construction companies its multiples did not jump when PM Trudeau announced infrastructure spending, so the stock looks very cheap presently.  They have a record high order backlog.  Yield 3.3%. 

contractors

He doesn’t normally like to buy companies when it is like catching a falling knife, but when it fell 25% it was too good to pass by.  Unlike other construction companies its multiples did not jump when PM Trudeau announced infrastructure spending, so the stock looks very cheap presently.  They have a record high order backlog.  Yield 3.3%. 

contractors
Peter Imhof

Vice Presi, AGF Investments Inc...

Price Price
$15.380
Owned Owned
Yes

TOP PICK

He likes low-MER ETFs and this one is only five basis points. Also, this covers the US mid-caps and not the FANG-dominated NASDAQ or S&P 500, giving you access to parts of the economy that have moved up. The U.S. has some ways to go.

E.T.F.'s

He likes low-MER ETFs and this one is only five basis points. Also, this covers the US mid-caps and not the FANG-dominated NASDAQ or S&P 500, giving you access to parts of the economy that have moved up. The U.S. has some ways to go.

E.T.F.'s
John Hood

President , J. C Hood Investment...

Price Price
$161.230
Owned Owned
No

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