Recent Top Picks | StockChase

Home > Recent Top Picks

Recent Top Picks Table


Signal Opinion Expert

2017-11-20

TOP PICK
TravelSky Technology Ltd. (0696-HKG)

They are a global distribution system that allows airline reservations.  That market is growing in leaps and bounds in China.  They can’t be competed with by North American systems.  (Analysts’ target: HK$24.58).

Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates

Price: $0.000
Owned: Yes

2017-11-20

TOP PICK
Persol Holdings (Formerly Temp Holdings) co. Ltd. (2181 JP)

There are one and a half offers for every candidate.  You also have women entering into the workforce.  Companies need to hire HR firms.  He expects double digit growth.  They can help you source temporary workers including foreigners.  (Analysts’ target: 2745.).

Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates

Price: $0.000
Owned: Yes

2017-11-20

TOP PICK
Horizons Inovestor Canadian Equity Index (INOC-T)

A brand-new ETF. They are not doing just industrials, they are also doing consumer goods and services. Still has some financials, about 22% instead of the usual 40%. Also has about 8% tech and industrials at about 34%.

E.T.F.'s
John Hood

President & Portfolio Manager, J. C Hood Investment.

Price: $10.030
Owned: No

2017-11-20

TOP PICK
Novartis AG (NVS-N)

It is a very big company with a pipeline of 13 drugs that are close to approves that could be blockbusters.  They have drugs for heart failure that cardiologists are keen on.  They have an eye care drug.  They have a nice mixture of health care drugs.  Pharma is unloved but that is an opportunity he can see.  (Analysts’ target: $93.00).

biotechnology/pharmaceutical
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates

Price: $83.220
Owned: Yes

2017-11-20

TOP PICK
SPDR Industrial E.T.F. (XLI-N)

This has some of his favourite stuff in it, such as defence stocks, plus a lot of industrial stuff.

E.T.F.'s
John Hood

President & Portfolio Manager, J. C Hood Investment.

Price: $70.820
Owned: No

2017-11-20

TOP PICK
BMO S&P/TSX Eq. Wt. Industrials (ZIN-T)

He likes this, because you are dealing with Air Canada, Canadian Pacific, a bunch of airlines, Bombardier, etc., away from the normal financials. Has done very well when compared with the TSX.

E.T.F.'s
John Hood

President & Portfolio Manager, J. C Hood Investment.

Price: $26.050
Owned: No

2017-11-17

TOP PICK
Altagas Ltd (ALA-T)

Hoping to close a huge US utility acquisition. Chart shows a bit of base at around $27. The recent earnings report was really good. Raised their dividend which laid the concerns about the acquisition being dilutive. Although not a pure energy play, you are getting exposure to gas, you are going to get exposure to other parts of their business. Expects it could reach $35. Dividend yield of 7.5%. (Analysts’ price target is $33.50.)

oil/gas
Hap (Robert) Sneddon FCSI

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $29.010
Owned: Yes

2017-11-17

TOP PICK
Bombardier Inc (B) (BBD.B-T)

There is an amazing saga of the great bully Boeing (BA-N) trying to crush the situation, but it appears to have reversed on them somewhat. Great technology. Everybody is bored stiff with the delays on this brilliant plane. Now you have the great strength of the Airbus to carry on through. Thinks you are going to see deal after deal on the world stage. (Analysts’ price target is $3.50.)

transportation equip & components
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $3.100
Owned: Yes

2017-11-17

TOP PICK
Hudson Bay Co. (HBC-T)

Richard Baker is regarded as the best man in the ghastly department store sector. Had a meeting about a month ago and it was intriguing to hear him talk. He is very creative, and expected to create more things. Dividend yield of 0.4%. (Analysts’ price target is $13.75.)

department stores
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $11.290
Owned: No

2017-11-17

TOP PICK
iShares Nasdaq BioTech ETF (IBB-Q)

When looking at sector rotation, biotech technology to a certain degree, is sort of in the middle. The strong rotation we’ve seen has been in industrials, energy and financials, but healthcare is sort of in the middle. This is at a good level to step in. Not for the faint of heart.

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

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $311.210
Owned: Yes

2017-11-17

TOP PICK
Pretium Resources (PVG-T)

One of the greatest recent gold mines in the last year or 2. They have solved all the problems on the West Coast and they are in production. An excellent buy for someone. (Analysts’ price target is $19.00.)

Mining
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Associates

Price: $14.060
Owned: No

2017-11-17

TOP PICK
iShares S&P/TSX Gb Base Metals (XBM-T)

If we see rising interest rates, this is going to participate. What strikes him as a technician is that there is a nice bottoming process. If it gets above $13.80, that is pretty substantive. If there was a sustained move above that amount that encapsulates all the action in 2015-2017, he would be looking well into the $20 as a target. There are dwindling supplies, no new mines and all these infrastructure plays. Has a really good tailwind.

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

Chief Portfolio Manager & Founder, Castlemoore Inc.

Price: $12.890
Owned: Yes

2017-11-16

TOP PICK
Anthem Inc (ANTM-N)

A free cash flow machine. Have retired 58% of their outstanding shares in the last decade. The #2 managed care organization, health insurer, in the US. Dividend yield of 1.3%. (Analysts’ price target is $226.)

medical services
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $220.890
Owned: Yes

2017-11-16

TOP PICK
Canwel Building Materials Ltd. (CWX-T)

The CEO is superb.  They are making some acquisitions in the US in hot markets.  He likes the outlook.  It is a place to park some money.  Not a bad investment and dividend in a toppy market.  There is commodity risk and weather risk in it, however.  (Analysts’ target: $7.50).

wholesale distributors
Fabrice Taylor

Publisher, The President's Club Newsletter

Price: $6.810
Owned: Yes

2017-11-16

TOP PICK
Freehold Royalties (FRU-T)

This operates in the capital-intensive business of oil and gas but, because they are a royalty company, their capital intensive is extremely low. They have the lowest operating cost in the industry. Has a 6% free cash flow yield. Dividend yield of 3.9%, which he expects to be increased again next year. (Analysts’ price target is $17.75.)

oil/gas
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $15.090
Owned: Yes

Showing 1 to 15 of 24,640 entries
<< < 1 2 3 4 5 > >>