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Recent Top Picks Table


Signal Opinion Expert

2017-11-22

TOP PICK
Cara Operations Ltd. (CARA-T)

The largest restaurant chain in Canada, and have grown quite a bit by acquisition. The stock went public and it was a market darling until it got overpriced. Then with the downturn in Alberta, oil prices started to tumble and people stopped going, so same-store sales took a big hit. That is now starting to stabilize. They’ve made some acquisitions which have diversified them. Valuation is very reasonable. Dividend yield of 1.6%. (Analysts’ price target is $26.)

food services
Norman Levine

Managing Director, Portfolio Management Corp

Price: $0.000
Owned: Yes

2017-11-22

TOP PICK
Open Text (OTEX-T)

A market consolidator in business software, helping large businesses organize information, storing it and retrieving it. Their acquisition policy is buying up competitors. Did a couple of acquisitions earlier this year, and the market is waiting to see how those work out. Dividend yield of 1.6%. (Analysts’ price target is $40.)

computer software/processing
Norman Levine

Managing Director, Portfolio Management Corp

Price: $0.000
Owned: Yes

2017-11-22

TOP PICK
Sanofi-Aventis (SNY-N)

An international health care company, mainly in rare diseases, MS, immunology and oncology. Has been growing both by acquisition and through drugs of its own. Earlier this year, they bought Boehringer Ingelheim’s consumer products division. The latest quarter was a little soft and the market has punished them. He doesn’t worry about quarter to quarter. They’ve developed some drugs with Regeneron. Their partnership is dissolving, but any drugs they’ve developed, will continue on. A good, long term investment. Dividend yield of 3.7%. (Analysts’ price target is $54.)

Pharma & Healthcare
Norman Levine

Managing Director, Portfolio Management Corp

Price: $0.000
Owned: Yes

2017-11-21

TOP PICK
Hamamatsu Photonics (6965-JP)

This builds components, which generally deduct very low levels of light or ionizing radiation. Also has sources that generate light and generate ionizing radiation. You can’t build a blood analyser or a gene sequencer without their equipment. You can’t build an optical chip inspection system. It is necessary for downhole tools for oil and gas, to measure while drilling. They’ve built equipment that dices semiconductor wafers down into individual chips. An extremely innovative company that does a huge amount of research and development. Has lived through major product lines, disappearing and replacing them repeatedly over a 40-50 year history. Really strong balance sheet. Business has started to turn around as optical inspection orders have started to come in. He is hoping for an upswing in the oil/gas equipment business. Dividend yield of 0.9%. (Analysts’ price target is ¥4.075.)

David Fingold

VP and Portfolio Manager, Dynamic Funds

Price: $0.000
Owned: Yes

2017-11-21

TOP PICK
Hoya Corporation (7741-JP)

The world’s low-cost producer of eyeglass lenses. Thinks this will benefit from the merger of Luxottica/Essilor merger, because he thinks the market share will be in play. They made them at very low cost in Thailand. The Thailand floods hit them, so they built the 2nd plant in the Philippines, an extremely low-cost place to make things. Very high-quality products made in a low-cost environment. This is also a monopoly producer of glass substrate for hard disks, and believes they dominate 2.5”. There are still 3.5” platters to be converted to glass, which is a huge opportunity. Dividend yield of 1.3%. (Analysts’ price target is ¥6,530.)

Healthcare
David Fingold

VP and Portfolio Manager, Dynamic Funds

Price: $0.000
Owned: Yes

2017-11-21

TOP PICK
Bank of America (BAC-N)

When in a strong market and there is clear leadership, there is no reason to jump from one boxcar to another. If the things causing structural change are continuing to strengthen, that is a good reason to stay in position. There are 4 key things that are going to move this higher. 1.) Rising interest rates. 2.) Deregulation. 3.) Cost cutting. (Have cut $10 billion of expenses since 2010.) 4.) Economic growth is accelerating, which helps grow business. Raised their dividend 60% last year, and it is going to increase again this year. Financials can be revalued, multiples can expand and earnings can get better, for 5 to 7 years. Dividend yield of 1.8%. (Analysts’ price target is $29.)

banks
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $26.730
Owned: Yes

2017-11-21

TOP PICK
DowDuPont Inc. (DWDP-N)

The scenario is playing out, the merger is complete and they are working toward spinning out these 3 different businesses. The economy continues to get better, so pricing is good. Feedstock costs are low. This can go on for a long time. The dividend will grow. Dividend yield of 2.2%. (Analysts’ price target is $80.)

chemicals
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $71.260
Owned: Yes

2017-11-21

TOP PICK
Microsoft (MSFT-Q)

The Cloud theme they embarked on is accelerating. Azure grew 90% in the most recent quarter. It’s a $20 billion business today in a $200 billion market that is growing. They have the enterprise customers, and have shown they can get them. They invested up front for the infrastructure and the margins get better. Their margins went up by 8% in the quarter. Subscription software is growing very, very nicely. These businesses will grow whether or not the economy grows. It is inexpensive. Dividend yield of 2%. (Analysts’ price target is $92.)

computer software/processing
David Burrows

President & Chief Investment Strategist, Barometer Capital Management

Price: $83.720
Owned: Yes

2017-11-21

TOP PICK
Strauss Group (STRS-IT)

The 3rd largest coffee producer globally. They dominate the market in South America and Eastern Europe. The largest global producer of things like dips and spreads, primarily hummus, baba ganoush and guacamole. Their brand in North America is Sabra. They are opening up in Australia and New Zealand. Dividend yield of 1.9%. (Analysts’ price target is ILS 76.50.)

David Fingold

VP and Portfolio Manager, Dynamic Funds

Price: $0.000
Owned: Yes

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

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