Recent Top Picks | StockChase

Recent Top Picks Table


Signal Opinion Expert
TOP PICK
Aegon N.V.(AEG-N) 

December 8, 2017

This is gathering momentum. It pays a dividend, and dividends are nice to have. Dividend yield of 4.9%. (Analysts’ price target is $5.94.)

Financial Services

This is gathering momentum. It pays a dividend, and dividends are nice to have. Dividend yield of 4.9%. (Analysts’ price target is $5.94.)

Financial Services
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$6.190
Owned Owned
Yes

TOP PICK

A global asset manager with a focus on real estate assets, infrastructure, renewable power and private equity. When you own this, the parent company, you are owning pieces of the other listed partnership. Management is going to do a good job of growing assets, but where he gets really excited is their opportunity to grow their fee bearing capital, the external money they manage for other investors. Dividend yield of 1.3%. (Analysts’ price target is $46.)

management/diversified

A global asset manager with a focus on real estate assets, infrastructure, renewable power and private equity. When you own this, the parent company, you are owning pieces of the other listed partnership. Management is going to do a good job of growing assets, but where he gets really excited is their opportunity to grow their fee bearing capital, the external money they manage for other investors. Dividend yield of 1.3%. (Analysts’ price target is $46.)

management/diversified
Veeral Khatri

Partner and Portfolio Manager, JC Clark...

PricePrice
$55.770
Owned Owned
Yes

TOP PICK

He likes this a lot. Had paid $3.11 for it, and it went down to around $.30. They recapitalized and now have debt under $1 million. The Wilkes Brothers, billionaires out of Texas, invest in a lot of companies and companies generally do well when they do that. They’ve been buying a lot of shares, which has helped to spike the stock price. Management has done a really good job in turning the company around. (Analysts’ price target is $2.25.)

oil/gas field services

He likes this a lot. Had paid $3.11 for it, and it went down to around $.30. They recapitalized and now have debt under $1 million. The Wilkes Brothers, billionaires out of Texas, invest in a lot of companies and companies generally do well when they do that. They’ve been buying a lot of shares, which has helped to spike the stock price. Management has done a really good job in turning the company around. (Analysts’ price target is $2.25.)

oil/gas field services
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$1.850
Owned Owned
Yes

TOP PICK
Cargojet Inc(CJT-T) 

December 8, 2017

A really good business. They are an effective monopoly on the overnight time sensitive cargo market in Canada. They have about 90%-95% market share. Have 2 customers that represents 60% of the market locked up under long-term contracts until 2025. Dividend yield of 1.4%. (Analysts’ price target is $60.)

Transportation & Environmental Services

A really good business. They are an effective monopoly on the overnight time sensitive cargo market in Canada. They have about 90%-95% market share. Have 2 customers that represents 60% of the market locked up under long-term contracts until 2025. Dividend yield of 1.4%. (Analysts’ price target is $60.)

Transportation & Environmental Services
Veeral Khatri

Partner and Portfolio Manager, JC Clark...

PricePrice
$54.950
Owned Owned
Yes

TOP PICK
Quarterhill Inc(QTRH-T) 

December 8, 2017

Has a new CEO who had done really well with Open Text. The company just had record earnings. Dividend yield of 2.4%. (Analysts’ price target is $3.)

electrical/electronic

Has a new CEO who had done really well with Open Text. The company just had record earnings. Dividend yield of 2.4%. (Analysts’ price target is $3.)

electrical/electronic
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$2.150
Owned Owned
Yes

TOP PICK

A very straightforward simple business. They own a coal loading terminal off the coast of BC, one of the largest in North America. A very stable, simple business. They basically get coal sent in from rail yards across North America, and earn a fixed fee for every ton of coal they load onto a ship. The majority of their customers are locked into long-term contracts. For the last couple of years, they’ve been spending a lot of capital upgrading equipment. When they did that, they cut the dividend significantly. The Capital Spend is going to be done in 2018, and they’ll be in a great position to ratchet up the dividend. Trading at 9X EBITDA which is cheap. Dividend yield of 2.5%. (Analysts’ price target is $26.)

investment companies/funds

A very straightforward simple business. They own a coal loading terminal off the coast of BC, one of the largest in North America. A very stable, simple business. They basically get coal sent in from rail yards across North America, and earn a fixed fee for every ton of coal they load onto a ship. The majority of their customers are locked into long-term contracts. For the last couple of years, they’ve been spending a lot of capital upgrading equipment. When they did that, they cut the dividend significantly. The Capital Spend is going to be done in 2018, and they’ll be in a great position to ratchet up the dividend. Trading at 9X EBITDA which is cheap. Dividend yield of 2.5%. (Analysts’ price target is $26.)

investment companies/funds
Veeral Khatri

Partner and Portfolio Manager, JC Clark...

PricePrice
$25.830
Owned Owned
Yes

TOP PICK
DowDuPont Inc.(DWDP-N) 

December 7, 2017

It looks like $3 Billion in cost synergies will be conservative.  They have upscaled their verticals.  Next they are going to split up into two.  It is not over valued. (Analysts’ target: $81.00).

chemicals

It looks like $3 Billion in cost synergies will be conservative.  They have upscaled their verticals.  Next they are going to split up into two.  It is not over valued. (Analysts’ target: $81.00).

chemicals
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$71.370
Owned Owned
Yes

TOP PICK
Facebook(FB-Q) 

December 7, 2017

The world’s largest online social network with over 2 billion active monthly users, which is double the 1 billion they had just 5 years ago. Their ecosystem is fantastic with Instagram, Facebook, Messenger and WhatsApp, etc. With the users and the usage time that is happening on Facebook, more so than on any other social network, they’ve got the largest audience, and the most valuable data for advertisers. The ad revenue per user is growing, which means the advertisers are seeing value with what is happening. He’s bought more on the recent pullback. Trading at 24X earnings, which is near its historical lows since the IPO. They’re estimated to grow earnings by 25%. (Analysts’ price target is $213.)

The world’s largest online social network with over 2 billion active monthly users, which is double the 1 billion they had just 5 years ago. Their ecosystem is fantastic with Instagram, Facebook, Messenger and WhatsApp, etc. With the users and the usage time that is happening on Facebook, more so than on any other social network, they’ve got the largest audience, and the most valuable data for advertisers. The ad revenue per user is growing, which means the advertisers are seeing value with what is happening. He’s bought more on the recent pullback. Trading at 24X earnings, which is near its historical lows since the IPO. They’re estimated to grow earnings by 25%. (Analysts’ price target is $213.)

0
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$180.140
Owned Owned
Yes

TOP PICK

There is a lot of interest rate sensitivity.  There is cyclical balance from the market data.  Volumes should go higher if times get tougher. 

E.T.F.'s

There is a lot of interest rate sensitivity.  There is cyclical balance from the market data.  Volumes should go higher if times get tougher. 

E.T.F.'s
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$62.530
Owned Owned
Yes

TOP PICK
ING Groep NV(ING-N) 

December 7, 2017

In general, he likes the European space. The economy is steadying and recovering. This one gives you a pretty decent financial services name. Trading at 1.2 X Price to Book ratio. Has a very robust digital platform which is very compelling because they have very low operating costs. That is going to resumé well with the millennial demographics going forward. Dividend yield of 4.2%. (Analysts’ price target is $21.60.)

investment companies/funds

In general, he likes the European space. The economy is steadying and recovering. This one gives you a pretty decent financial services name. Trading at 1.2 X Price to Book ratio. Has a very robust digital platform which is very compelling because they have very low operating costs. That is going to resumé well with the millennial demographics going forward. Dividend yield of 4.2%. (Analysts’ price target is $21.60.)

investment companies/funds
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$18.130
Owned Owned
Yes

TOP PICK
Raytheon(RTN-N) 

December 7, 2017

Higher defense spending is benefiting them.  There is also great call for their cyber security.  It is fully valued but he is sticking with it at this time.  (Analysts’ target: $204.00).

electrical/electronic

Higher defense spending is benefiting them.  There is also great call for their cyber security.  It is fully valued but he is sticking with it at this time.  (Analysts’ target: $204.00).

electrical/electronic
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$186.140
Owned Owned
Yes

TOP PICK
Vanguard Emerging ETF(VWO-N) 

December 7, 2017

Investors need to look outside the borders of North America, and start looking at Europe, Asia and the emerging developing markets. With this ETF, you have a broad market cap-weighted exposure to companies in countries like China, Taiwan, India, South Africa and Brazil. Emerging markets has been the clear winner this year. Looking at valuations, the EM index is trading at 14.8X Forward Price Earnings, a 25% discount to the S&P. Valuations are very, very attractive.

E.T.F.'s

Investors need to look outside the borders of North America, and start looking at Europe, Asia and the emerging developing markets. With this ETF, you have a broad market cap-weighted exposure to companies in countries like China, Taiwan, India, South Africa and Brazil. Emerging markets has been the clear winner this year. Looking at valuations, the EM index is trading at 14.8X Forward Price Earnings, a 25% discount to the S&P. Valuations are very, very attractive.

E.T.F.'s
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$43.640
Owned Owned
Yes

TOP PICK
Agrium(AGU-T) 

December 6, 2017

This has been flat year-over-year. They are merging with Potash (POT-T), so will be able to take some synergies out. Because of the regulators globally, they have to sell about a net amount of $4.5 billion of assets. They’ll probably invest some of those proceeds in the retail part of the business, which is more stable. They’ll also probably buy back shares, as well as increasing dividends in about 3 years. Dividend yield of 3.2%. (Analysts’ price target is $111.20.)

chemicals

This has been flat year-over-year. They are merging with Potash (POT-T), so will be able to take some synergies out. Because of the regulators globally, they have to sell about a net amount of $4.5 billion of assets. They’ll probably invest some of those proceeds in the retail part of the business, which is more stable. They’ll also probably buy back shares, as well as increasing dividends in about 3 years. Dividend yield of 3.2%. (Analysts’ price target is $111.20.)

chemicals
Douglas Kee

Chief Investment Officer, Leon Frazer & Associ...

PricePrice
$133.830
Owned Owned
Yes

TOP PICK
Bank of Nova Scotia(BNS-T) 

December 6, 2017

This sold off after the 4th quarter. It’s a good stock. Low cost, domestic retail bank. There is good growth happening in Mexico and Latin America. They just announced a big acquisition in Chile, which he thinks will be accretive over the next 2-3 years. They’ll increase their dividend 5%-6% this year. Dividend yield of 3.9%. (Analysts’ price target is $90.50.)

banks

This sold off after the 4th quarter. It’s a good stock. Low cost, domestic retail bank. There is good growth happening in Mexico and Latin America. They just announced a big acquisition in Chile, which he thinks will be accretive over the next 2-3 years. They’ll increase their dividend 5%-6% this year. Dividend yield of 3.9%. (Analysts’ price target is $90.50.)

banks
Douglas Kee

Chief Investment Officer, Leon Frazer & Associ...

PricePrice
$81.810
Owned Owned
Yes

TOP PICK
City Holding(CHCO-Q) 

December 6, 2017

A regional bank, primarily out of West Virginia, with about 85 branches. They open a handful of branches every year, pretty much focused on day-to-day banking. He likes how the US consumer looks at this point, and this bank tends to benefit from that. Dividend yield of 2.6%. (Analysts’ price target is $71.)

Financial Services

A regional bank, primarily out of West Virginia, with about 85 branches. They open a handful of branches every year, pretty much focused on day-to-day banking. He likes how the US consumer looks at this point, and this bank tends to benefit from that. Dividend yield of 2.6%. (Analysts’ price target is $71.)

Financial Services
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisor...

PricePrice
$68.840
Owned Owned
Yes

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