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Recent Top Picks Table


Signal Opinion Expert

2012-04-24

TOP PICK
CLP Holdings (002-HK)
Strong balance sheet, dividend and visible growth trajectory. Will benefit with then convert coal fired generation to natural gas in Hong Kong and get 9.9% return on net assets. 50/50 investors in two large nuclear generation facilities plus have existing nuclear generation assets in China. A sweet spot in the utility industry. Have a wholly owned Australian utility and believes it will be spun out by year-end. Stock price does not reflect this asset at present.
electrical utilities
Charles Lannon

Director of Research, Toron Investment Management

Price: $0.010
Owned: Yes

2012-05-30

TOP PICK
CLP Holdings (002-HK)
Utility primarily in Hong Kong, but it’s cheaper than Canadian power companies. Regulated business but regulators are reasonably favourable. Growth in the stock and reasonable dividend. ADR in New York.
electrical utilities
Karl Berger

Partner, Toron Investment Management

Price: $0.010
Owned: Yes

2012-08-01

TOP PICK
CLP Holdings (002-HK)

Trades in Hong Kong. Very attractive dividend yield of 4%. Currently benefiting from a substantial upgrade on their Hong Kong power generating assets, converting them from coal to natural gas. Longer-term they have very good expansion projects on mainland China and India.

electrical utilities
Charles Lannon

Director of Research, Toron Investment Management

Price: $0.010
Owned: Yes

2017-05-31

TOP PICK
Samsung Electronics (005930-KRX)

They dealt with their exploding battery situation very well. Did a very big recall and a big write down, because they recognized that the risk to their reputation was too high. She likes this as it is no longer a cyclical business. A few years ago, this was basically smart phones or D-RAM memory. Today they are much more diversified. Also, corporate governance has improved. Dividend yield of 1.6%. (Analysts’ price target is 2,800,000 KRW.)

Christine Tan

Chief Investment Officer, Excel Funds

Price: $0.000
Owned: Yes

2017-08-31

TOP PICK
Samsung Electronics (005930-KRX)

The largest smart phone manufacturer in Asia in terms of volume. More importantly, they now have the other side of the business, OLED screens, D RAM etc. Very inexpensive. Dividend yield of 1.7%. (Analysts’ price target is KRW3,000,000.)

Christine Tan

Chief Investment Officer, Excel Funds

Price: $0.000
Owned: Yes

2012-03-01

TOP PICK
MTR Corporation Limited. (0066-HK)
Own rental properties in subway stations (70% of their revenue), recurring, 4 Million passengers a day. Have managed subway stations around the world. Should expect an increase in the dividend as they have been doing. Last year was a bad year for emerging markets.
Transportation
Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $0.000
Owned: Yes

2013-04-24

TOP PICK
MTR Corporation Limited. (0066-HK)

Hong Kong rail company. Core operations are running a subway, but because of the density of Hong Kong it owns the subway stations and the retail operations which they charge rent. Very attractive growing dividend. Has 2 operations in China as well as management contracts in Sweden, Australia and the UK. Dividend yield of 2.53%.

Transportation
Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $0.000
Owned: Yes

2013-10-24

TOP PICK
MTR Corporation Limited. (0066-HK)

They are going to add 5 new subway extensions so that about 25% of the Hong Kong network will be increased. They own all the retail upon which that land is developed. Have international operations. Good balance sheet.

Transportation
Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $0.000
Owned: Yes

2012-11-07

TOP PICK
Hang Lung (0101-HK)

(Hong Kong exchange.) To him it is the best managed property company in Asia. Extremely conservative management. Exposed to shopping centers. Have some property development in Hong Kong that provides a nice, steady source of cash. Great management, which is extremely good at their due diligence and they invest in sites that are really solid.

property mngmnt/investment
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates

Price: $0.010
Owned: Yes

2013-02-04

TOP PICK
Hang Lung (0101-HK)

Shopping center developer out of Hong Kong. He sees growth in the consumer in China. Well managed company that has been around for a long time. Basically they run high-end shopping malls. They build them and manage them. Has been selling assets off their balance sheet, typically getting 100 cents on the dollar. Yield of 2.5%.

property mngmnt/investment
Ian Ainsworth

Vice President, Investments, MacKenzie Financial Corp.

Price: $0.010
Owned: Yes

2013-01-23

TOP PICK
Tsingtao Brewery Co. (0168-HK)

(Hong Kong Exchange.) Most profitable and the #1 brand of beer in China. Has been growing like a weed in the last few years. Tsingtao government owns 30% and Asahi Brewery of Japan owns 20%. Ultimately this story will grow, driven by the underlying growth of the Chinese consumer. Because of its size, it is shielded from being taken over.

Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $0.000
Owned: Yes

2014-01-30

TOP PICK
Tsingtao Brewery Co. (0168-HK)

(A Top Pick Jan 23/13. Up 24.25%.) This is actually basically on sale now, because emerging markets are selling off but fundamentally this is a staple and is a play on the growth of the Chinese population. The #1 brand in China. Very good value. 30% is owned by the Chinese government and 20% by a Japanese brewing giant.

Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $0.000
Owned: Yes

2014-05-02

TOP PICK
Tsingtao Brewery Co. (0168-HK)

Chinese market is a good one and as incomes increase, beer drinking is going up.  These guys are a consolidator.  Barley price is coming down and it is helping their profitability.  Has not been a great performer recently because emerging markets were out of favour.  This is a high quality company. 

Norman Levine

Managing Director, Portfolio Management Corp

Price: $0.000
Owned: Yes

2014-09-29

TOP PICK
Tsingtao Brewery Co. (0168-HK)

Chinese stock that also trades on the pink sheets in the US.  It is out of favour because of slow growth and the democracy movement in Hong Kong.  More and more people in China will be drinking beer.  Has a bit of yield that grows as well.

Norman Levine

Managing Director, Portfolio Management Corp

Price: $0.000
Owned: Yes

2014-11-20

TOP PICK
Tsingtao Brewery Co. (0168-HK)

Has been growing at double digit rates.  Brewing companies use a ton of energy.  So lower energy costs are helpful for this story.  It is relatively cheap.  Owned since the low $30s. 

Darren Sissons

Vice President and Partner, Campbell Lee & Ross

Price: $0.000
Owned: Yes

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