23 Stock Top Picks and 2 ETF (Jan 18-24)

Opinion about BAC-N: The US banks are cheap in valuation, and benefit from an M&A cycle that will come.

Opinion about BRK.B-N: "Expensive" in terms of price per share is actually becoming less relevant because you can now buy fractional shares through some of the discount brokerage platforms. He doesn't own, but would be comfortable doing so. Today's as good a day as any to buy.Good investment? Yes. Buffet is retiring and will be…

Opinion about WIR.UN-T: (A Top Pick Jan 12/21, Up 48%) Great-managed REIT. Taken out.

Opinion about FFH-T: Great job growing book value, and with organic growth and underwriting. EPS profile has really improved. The share price looks "expensive", but it trades at only 7.7x PE for 2026, and growing at 18%. More upside.Darling in the 1990s, then struggled forever. Great comeback.

Opinion about BIP.UN-T: (A Top Pick Apr 01/24, Up 16%) Came out of it last December after the election on concerns of a global economy challenged by tariff policies. Riding coattails of general market recovery over last few weeks. Still well positioned down the road for global clean energy, but not right now.

Opinion about YASKY-6506-JP: (A Top Pick Jan 22/19, Up 36%) There is some cyclicality in robotics in Japan, but they are one of two world leaders. He still owns it.

Opinion about WM-N: Potential buy. Chart trending in the correct range. Excellent trend analysis. Would recommend watching. 

Opinion about PNG-X: Really cool products like deep-sea drones. New CEO has done an outstanding job. He doesn't own now because valuation is at a premium. Government contracts can take a long time to materialize; but when they do, they're large. Good way to get exposure to the space.

Opinion about GOOG-Q: (A Top Pick May 07/24, Up 15%) Mixed feelings on this one. Warning: rant ahead. Years ago they thought (and still sort of think) that GOOG had all the pieces to win AI. Lots of platforms and good data. Difficulty is that may not matter because it needs to figure out where…

Opinion about BABA-N: The country square in the bullseye of the US during the tariff war is China. Until there's resolution in tariffs, don't touch China. The future is unknown and could be negative. Both countries are at each other's throats.

Opinion about XLNX-Q: The Xilinx-AMD merger, which is supposed to close by year's end. Whoever owns Xilinx will make a lot of money. He recommends AMD over Xilinx, because he doesn't like arbitrage risk. Take some profits on Xilinx.

Opinion about MSFT-Q: (A Top Pick Mar 27/25, Up 17.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MSFT is progressing well.  To remain disciplined, we recommend trailing up the stop (from $374) to $412 at this time.  

Opinion about NTR-T: Stock's come back on relief from tariffs. Globally, demand for agriculture and fertilizer continues. Well positioned. Be aware that this name will be choppy, as we're not out of the tariff woods yet. More of a speculative play.

Opinion about KL-T: (A Top Pick Feb 25/21, Up 15.3%)Stockchase Research Editor: Michael O’Reilly With the recent completed acquisition by AEM now official, we now consider this position closed. When combined with the previous recommendation to cover half the position, this results in a net investment gain of 22%.

Opinion about TECK.B-T: Likes it. Got hit in April. Market priced in weaker economic growth going forward, tariff confusion, and higher probability of recession. Appetite shift toward precious metals. Pause on copper; for example, EV production will eventually continue, but is on hold. Electrical buildout globally will eventually ramp up again.A lot of bad news…

Opinion about TLT-Q: (A Top Pick Mar 12/25, Down 6%) (Note the short timeframe.)  He wanted to trade the trading range. He never uses physical stop losses, as you can get whipped out. It broke down from $85, so then he counts a minimum of 3 days -- yesterday, today, and he'll see what happens…

Opinion about ZEM-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Keep in mind that some international funds, depending on which ones, could hold some emerging market exposure already. The sector continues to be volatile, and many countries (i.e. Vietnam) might be very vulnerable to tariffs if they come back and/or stick around…

Opinion about DOL-T: It has been a phenomenal success story. It is expanding in Latin America and Australia and can increase efficiency there. It is getting expensive at 38 to 39% expected earnings.

Opinion about BKNG-Q: (A Top Pick Mar 27/25, Up 7.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with BKNG is progressing well.  To remain disciplined, we recommend trailing up the stop (from $3600) to $4000 at this time.  

Opinion about DG-N: It reports Thursday. This and Dollar Tree have been eclipsed by Walmart, who is not at the mercy of the big suppliers.

Opinion about BCE-T: He was very disappointed when they bought Ziply. They should have bought back shares. Makes sense to slash their dividend. They should focus on what they do well, including media assets. Expectations among investors are now very low. Things could change, but we're now at maximum pessimism.

Opinion about TVE-T: Trades at a 10% free cash flow yield. Pays a 3.4% dividend yield. They can keep production flat down to $42 oil, among the lowest break-evens for a Canadian company. Are seeing great results. Share buybacks over time make this a sit and wait name. For Canadian oil names, the stay-afloat price…

Opinion about SGY-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research SGY is quite small at $510M, but the stock is very cheap. With a 10% dividend, a buyer (or privatization) could eliminate the dividend and use internal cash flow to pay for the whole company in about three years. But, that doesn't…

Opinion about SDX-LN: (A Top Pick Aug 13/18, Down 61%) They disenfranchised the Canadian shareholders. He sold out sooner before the de listing, so did not do as badly, nor did his subscribers. He disagrees with their move.

Opinion about BXE-T: Debt concerns? BXE took bankruptcy protection when debt became too much. There is no equity value in it any longer. Companies that have debt that matures in 2020 or 2021 will have issues. He sees no issues with BIR or TVE on this topic. The new Federal relief program for large companies…