<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:sc="https://stockchase.com"><channel><title><![CDATA[Stockchase Daily News RSS]]></title><description><![CDATA[The Days Comments by Experts]]></description><link>https://stockchase.com</link><generator>RSS for Node</generator><lastBuildDate>Wed, 10 Jun 2026 00:50:34 GMT</lastBuildDate><atom:link href="https://stockchase.com/rss/daily" rel="self" type="application/rss+xml"/><language><![CDATA[en]]></language><item><title><![CDATA[[BUY] Brookfield Corp (BN-T)]]></title><description><![CDATA[A core holding. In recent months, this has been choppy over alternative assets, though BN is among the best in this sector. They allocate investor money in a safe way, like infrastructure. They do all the right things. With rates possibly coming down, money will seek better returns.]]></description><link>https://stockchase.com/BN-T/opinions/267355</link><guid isPermaLink="false">https://stockchase.com/BN-T/opinions/267355</guid><pubDate>Tue, 09 Jun 2026 18:15:23 GMT</pubDate><sc:expert>Barry Schwartz</sc:expert></item><item><title><![CDATA[[BUY] Royal Bank (RY-T)]]></title><description><![CDATA[It doesn't matter which Canadian bank you bought 20-30 years ago; all offered double-digit returns with growing dividends. No question that their valuations are the highest in a long time, because they sailed through all worries (higher mortgages, a Toronto housing collapse didn't happen, tariffs, Iran war). Meanwhile, the banks have transformed more to fees and recurring revenue.]]></description><link>https://stockchase.com/RY-T/opinions/267357</link><guid isPermaLink="false">https://stockchase.com/RY-T/opinions/267357</guid><pubDate>Tue, 09 Jun 2026 18:15:23 GMT</pubDate><sc:expert>Barry Schwartz</sc:expert></item><item><title><![CDATA[[DON'T BUY] Teva Pharmaceutical (TEVA-N)]]></title><description><![CDATA[The demand of GLP remains strong, but as more generics enter the market, the prices of the GLPs will go down. If you bet on Teva, you expects GLP demand to remain strong. GLP will come in pill shape, and there will be more amazing drug discoveries. However, Teva isn't a very innovative company. He avoids pharma; it's too hard to determine who will be a winner.]]></description><link>https://stockchase.com/TEVA-N/opinions/267358</link><guid isPermaLink="false">https://stockchase.com/TEVA-N/opinions/267358</guid><pubDate>Tue, 09 Jun 2026 18:15:23 GMT</pubDate><sc:expert>Barry Schwartz</sc:expert></item><item><title><![CDATA[[DON'T BUY] Copart Inc. (CPRT-Q)]]></title><description><![CDATA[Has underperformed recently. He sold it around $35. It's in junk auctions (i.e. crashed cars). Growth is lagging a peer, which is linked to an insurance company to give it an edge. Also, in the US car insurance is so expensive (record levels of people driving without car insurance). So, there are fewer cases of cars being sent to Copart to be repaired or sold. Long term, CPRT is a great business with a great balance sheet. He will watch it, but lacks growth now.]]></description><link>https://stockchase.com/CPRT-Q/opinions/267359</link><guid isPermaLink="false">https://stockchase.com/CPRT-Q/opinions/267359</guid><pubDate>Tue, 09 Jun 2026 18:15:23 GMT</pubDate><sc:expert>Barry Schwartz</sc:expert></item><item><title><![CDATA[[WEAK BUY] Stryker Corp. (SYK-N)]]></title><description><![CDATA[He started buying this in 2021 when the stock got hammered during Covid, but recovered after it. SYK has been hammered this year because of overall weakness in the health sector. Also, SYK had a cybersecurity attack. SYK has the best relationships with doctors and is arguably the leader in medical devices. The valuation is attractive. Expects $15 EPS in 2027 at 20x PE. Is growing the topline 10%. The population is aging.]]></description><link>https://stockchase.com/SYK-N/opinions/267360</link><guid isPermaLink="false">https://stockchase.com/SYK-N/opinions/267360</guid><pubDate>Tue, 09 Jun 2026 18:15:23 GMT</pubDate><sc:expert>Barry Schwartz</sc:expert></item><item><title><![CDATA[[BUY] Canadian Natural Rsrcs (CNQ-T)]]></title><description><![CDATA[As a long-term hold He won't bet on commodities on bad news. They grow production every year and watch costs. They have giant reserves. Long term, a headwind will be growing demand for EVs, as in China. Oil will eventually revert to $50-60 and this stock will correct a bit. CNQ can grow production 3-5% a year and its dividend 5-10%. He will own this long term. Is doing all the right things.]]></description><link>https://stockchase.com/CNQ-T/opinions/267361</link><guid isPermaLink="false">https://stockchase.com/CNQ-T/opinions/267361</guid><pubDate>Tue, 09 Jun 2026 18:15:23 GMT</pubDate><sc:expert>Barry Schwartz</sc:expert></item><item><title><![CDATA[[BUY] Microsoft Corp (MSFT-Q)]]></title><description><![CDATA[Tech companies like this got too expensive and got ahead of themselves. MSFT is still growing in double digits. AI won't go away, so the companies that invested will benefit for many years. MSFT is depressed now because it's not as an exciting story as Micron or Nvidia. The PE of 22x is attractive. Software isn't going anywhere.]]></description><link>https://stockchase.com/MSFT-Q/opinions/267362</link><guid isPermaLink="false">https://stockchase.com/MSFT-Q/opinions/267362</guid><pubDate>Tue, 09 Jun 2026 18:15:23 GMT</pubDate><sc:expert>Barry Schwartz</sc:expert></item><item><title><![CDATA[[PAST TOP PICK] Taiwan Semiconductor MFG. (TSM-N)]]></title><description><![CDATA[(A Top Pick Sep 02/25, Up 91%) TSM was cheap last year because of worries that China will invade Taiwan. TSM is the bottleneck to AI. They are the most important company around--they make the products for Nvidia, Qualcomm, everybody. Musk and Intel say they will compete with TSM, but building those factories will take years. TSM's demand will last years. Valuation remains okay. Prefers this to Nvidia any day.]]></description><link>https://stockchase.com/TSM-N/opinions/267363</link><guid isPermaLink="false">https://stockchase.com/TSM-N/opinions/267363</guid><pubDate>Tue, 09 Jun 2026 18:15:23 GMT</pubDate><sc:expert>Barry Schwartz</sc:expert></item><item><title><![CDATA[[PAST TOP PICK] TFI International Inc (TFII-T)]]></title><description><![CDATA[(A Top Pick Sep 02/25, Up 78%) Has owned this for decades, good and bad. Is now at an all-time high. The PE is ahead of itself. Are great capital allocators. Expects more spin-offs and purchases.]]></description><link>https://stockchase.com/TFII-T/opinions/267364</link><guid isPermaLink="false">https://stockchase.com/TFII-T/opinions/267364</guid><pubDate>Tue, 09 Jun 2026 18:15:23 GMT</pubDate><sc:expert>Barry Schwartz</sc:expert></item><item><title><![CDATA[[PAST TOP PICK] Costco Wholesale Corporation (COST-Q)]]></title><description><![CDATA[(A Top Pick Sep 02/25, Up 4%) High valuation but is growing double digits, which it should do so for years. They have the lowest prices of products compared to peers. A lot of room to expand location. A great business model. He will hold this forever.]]></description><link>https://stockchase.com/COST-Q/opinions/267365</link><guid isPermaLink="false">https://stockchase.com/COST-Q/opinions/267365</guid><pubDate>Tue, 09 Jun 2026 18:15:23 GMT</pubDate><sc:expert>Barry Schwartz</sc:expert></item><item><title><![CDATA[[WEAK BUY] Shell plc (SHEL-N)]]></title><description><![CDATA[Has doubled in the past 5 years. He prefers CNQ. Shell is so big that it has to keep buying assets just to stand still. It lacks the resources of CNQ or Suncor. If you think oil prices will stay high for a long time, this will be okay.]]></description><link>https://stockchase.com/SHEL-N/opinions/267366</link><guid isPermaLink="false">https://stockchase.com/SHEL-N/opinions/267366</guid><pubDate>Tue, 09 Jun 2026 18:15:23 GMT</pubDate><sc:expert>Barry Schwartz</sc:expert></item><item><title><![CDATA[[BUY] Thomson Reuters Corp (TRI-T)]]></title><description><![CDATA[The market fears AI will take over software. The most important thing in this discussion is owning proprietary data that no AI can access. TRI probably fits this bill; they've collected years of data on accounting, law, health care, which is protected from AI. Demand for their products will continue. He owns TRI's peers like TMX, which are better run, but if you own this, don't sell TRI. TRI's fundamentals are still doing very well. The valuation is no longer extreme, but attractive. The Thomson family owns a lot of shares. Let it breathe and give it time. Would be attracted to it if he didn't already own similar names.]]></description><link>https://stockchase.com/TRI-T/opinions/267368</link><guid isPermaLink="false">https://stockchase.com/TRI-T/opinions/267368</guid><pubDate>Tue, 09 Jun 2026 18:15:23 GMT</pubDate><sc:expert>Barry Schwartz</sc:expert></item><item><title><![CDATA[[COMMENT] Adobe Systems (ADBE-Q)]]></title><description><![CDATA[Is trading at a very reasonable valuation. Is growing at double digits and buying a lot of shares. It was disappointing that the CEO is stepping down. The stock's valuation was way too high. He's bullish software--AI will unlock many benefits for software. The market has it wrong. But he isn't sure that Adobe is the best in this space. You can take a capital loss here and buy a better company. If you're long term, Adobe will be a tough one, but if you think the future will be the same as the past, then this is a screaming buy.]]></description><link>https://stockchase.com/ADBE-Q/opinions/267369</link><guid isPermaLink="false">https://stockchase.com/ADBE-Q/opinions/267369</guid><pubDate>Tue, 09 Jun 2026 18:15:23 GMT</pubDate><sc:expert>Barry Schwartz</sc:expert></item><item><title><![CDATA[[STRONG BUY] TMX Group (X-T)]]></title><description><![CDATA[It pulled back like all exchanges after the US announcement allowed futures trading in prediction markets. There is way too much gambling--it isn't investing. So, there is fear that this will take away some of the options trading from the TMX Group, which has a big options business. TMX trades at a cheap 20x. Exchanges aren't going anywhere. They have strong recurring revenue from infotech. This will grow double digits and raise dividends for many years. He is constantly adding shares.]]></description><link>https://stockchase.com/X-T/opinions/267370</link><guid isPermaLink="false">https://stockchase.com/X-T/opinions/267370</guid><pubDate>Tue, 09 Jun 2026 18:15:23 GMT</pubDate><sc:expert>Barry Schwartz</sc:expert></item><item><title><![CDATA[[BUY] Bombardier Inc (B) (BBD.B-T)]]></title><description><![CDATA[He regrets not buying this at $70. He thought the business jet business was too cyclical. He didn't realize the service business to it is high margin.]]></description><link>https://stockchase.com/BBD.B-T/opinions/267371</link><guid isPermaLink="false">https://stockchase.com/BBD.B-T/opinions/267371</guid><pubDate>Tue, 09 Jun 2026 18:15:23 GMT</pubDate><sc:expert>Barry Schwartz</sc:expert></item><item><title><![CDATA[[DON'T BUY] MDA Space Ltd. (MDA-T)]]></title><description><![CDATA[They won't benefit from the SpaceX IPO, which will give them more competition. MDA is profitable but too expensive at a 40x PE. Is very capital intensive. Too much hype.]]></description><link>https://stockchase.com/MDA-T/opinions/267372</link><guid isPermaLink="false">https://stockchase.com/MDA-T/opinions/267372</guid><pubDate>Tue, 09 Jun 2026 18:15:23 GMT</pubDate><sc:expert>Barry Schwartz</sc:expert></item><item><title><![CDATA[[TOP PICK] Meta Platforms Inc (META-Q)]]></title><description><![CDATA[It has underperformed the AI trade, but is crazy profitable. Will earn $30 EPS this year at under 20x PE. It has proven that AI is accelerating its business. Unlike peers, Meta is not re-selling its compute, but using it for itself. The market was scared when Google said it was selling $80 billion of shares so there were rumours Meta would do the same. He doubts it. The market is stunned by Meta's AI spend, but the growth is there. He expects strong revenue growth this quarter.  (Analysts’ price target is $820.76)]]></description><link>https://stockchase.com/META-Q/opinions/267373</link><guid isPermaLink="false">https://stockchase.com/META-Q/opinions/267373</guid><pubDate>Tue, 09 Jun 2026 18:15:23 GMT</pubDate><sc:expert>Barry Schwartz</sc:expert></item><item><title><![CDATA[[TOP PICK] National Bank of Canada (NA-T)]]></title><description><![CDATA[Canadian banks deserve to trade at higher PEs, including NA, because it's focused on wealth management and fees. They're making hay with this market volatility. Loves their Western Canadian Bank deal so they can sell services to Alberta. The PE is only 15x 2027. Expects double-digit earnings growth for years. Expect annual returns around 10% for years.  (Analysts’ price target is $211.45)]]></description><link>https://stockchase.com/NA-T/opinions/267374</link><guid isPermaLink="false">https://stockchase.com/NA-T/opinions/267374</guid><pubDate>Tue, 09 Jun 2026 18:15:23 GMT</pubDate><sc:expert>Barry Schwartz</sc:expert></item><item><title><![CDATA[[TOP PICK] Constellation Software Inc. (CSU-T)]]></title><description><![CDATA[It's insanely cheap. Is aggressively deploying capital to buy cheap companies, and are aggressively adding AI to their software. He sees double-digit earnings from years.  (Analysts’ price target is $3821.83)]]></description><link>https://stockchase.com/CSU-T/opinions/267375</link><guid isPermaLink="false">https://stockchase.com/CSU-T/opinions/267375</guid><pubDate>Tue, 09 Jun 2026 18:15:23 GMT</pubDate><sc:expert>Barry Schwartz</sc:expert></item><item><title><![CDATA[[TOP PICK] Northrim Bancorp, Inc. (NRIM-Q)]]></title><description><![CDATA[Stockchase Research Editor:  Michael O'Reilly We reiterate this regional US bank as a TOP PICK.  It trades at 10x earnings, 1.6x book, supports a 17% ROE along with a robust 26% margin.  Its dividend is backed by a payout ratio under 30% of cash flow.  We continue to recommend a stop at $22, looking to achieve $30 -- upside potential of 17%.  Yield 2.5%    (Analysts’ price target is $30.00)]]></description><link>https://stockchase.com/NRIM-Q/opinions/267376</link><guid isPermaLink="false">https://stockchase.com/NRIM-Q/opinions/267376</guid><pubDate>Tue, 09 Jun 2026 19:48:03 GMT</pubDate><sc:expert>The Panic-Proof Portfolio (Stockchase Research)</sc:expert></item><item><title><![CDATA[[TOP PICK] Visa Inc. (V-N)]]></title><description><![CDATA[Stockchase Research Editor:  Michael O'Reilly We reiterate V as a TOP PICK.  With a commanding ROE of 65%, it holds a dominant position in the personal credit realm.  We like that cash reserves continue to grow, while shares are aggressively bought back (albeit with a little more debt).  Revenues are growing by 15% annually over the past five years as the dividend has doubled over that same time.  We recommend maintaining a stop at $295, looking to achieve $383 -- upside potential of 18%.  Yield 0.8%  (Analysts’ price target is $400.46)]]></description><link>https://stockchase.com/V-N/opinions/267377</link><guid isPermaLink="false">https://stockchase.com/V-N/opinions/267377</guid><pubDate>Tue, 09 Jun 2026 19:48:04 GMT</pubDate><sc:expert>The Panic-Proof Portfolio (Stockchase Research)</sc:expert></item><item><title><![CDATA[[TOP PICK] Canadian Imperial Bank of Commerce (CM-T)]]></title><description><![CDATA[Stockchase Research Editor:  Michael O'Reilly We reiterate CM as a TOP PICK.  If you are banking on the Canadian economy finding its direction thru infrastructure and energy development, the company is well positioned to benefit.  It trades at 15x earnings, 2.4x book and supports a ROE of 16%.  We like that cash reserves are growing, while shares are aggressively bought back and debt is retired.  We continue to recommend a stop at $140, looking to achieve $179 -- upside potential of 16%.  Yield 2.8%  (Analysts’ price target is $156.50)]]></description><link>https://stockchase.com/CM-T/opinions/267378</link><guid isPermaLink="false">https://stockchase.com/CM-T/opinions/267378</guid><pubDate>Tue, 09 Jun 2026 19:48:04 GMT</pubDate><sc:expert>The Panic-Proof Portfolio (Stockchase Research)</sc:expert></item><item><title><![CDATA[[PAST TOP PICK] Global X Uranium ETF (URA-N)]]></title><description><![CDATA[(A Top Pick Apr 02/26, Down 8%)Stockchase Research Editor:  Michael O'Reilly Our PAST TOP PICK with URA has triggered its stop at $45.  To remain disciplined, we recommend covering the position at this time.  ]]></description><link>https://stockchase.com/URA-N/opinions/267379</link><guid isPermaLink="false">https://stockchase.com/URA-N/opinions/267379</guid><pubDate>Tue, 09 Jun 2026 19:48:04 GMT</pubDate><sc:expert>The Panic-Proof Portfolio (Stockchase Research)</sc:expert></item><item><title><![CDATA[[PAST TOP PICK] Royalty Pharma plc (RPRX-Q)]]></title><description><![CDATA[(A Top Pick Oct 30/25, Up 72.9%)Stockchase Research Editor:  Michael O'Reilly Our PAST TOP PICK with RPRX is progressing well.  To remain disciplined, we recommend trailing up the stop (from $47) to $52 at this time.  ]]></description><link>https://stockchase.com/RPRX-Q/opinions/267380</link><guid isPermaLink="false">https://stockchase.com/RPRX-Q/opinions/267380</guid><pubDate>Tue, 09 Jun 2026 19:48:04 GMT</pubDate><sc:expert>The Panic-Proof Portfolio (Stockchase Research)</sc:expert></item></channel></rss>