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

Hold on or take gains? Whether to take gains is a function of percentage in your portfolio. 5% is OK, but if 10% or more think about taking some off the table. Too big to fail. Exceptional job cost-cutting. May be trending toward deregulation, so US domestic banks would be more shielded.

(A Top Pick Aug 21/23, Up 30%) Has done quite well compared to S&P 500. Thinks Buffett is being cautious this year, selling down material positions in AAPL and BAC, buying more OXY. Should see improved operations at Geico and Burlington Northern. CEO-to-be Greg Abel taking control of underperforming operations, and Barry is excited about…

(A Top Pick Jan 12/21, Up 48%) Great-managed REIT. Taken out.

(A Top Pick Nov 13/23, Up 55%) Insurance doing exceptionally well. Recently bought ZZZ. Things are chugging along well. Dividend raised from $10 to $15, significant increase. Still at a discount on price to book. In client TFSAs. Very keen on it.Just as with BRK, its insurance business takes in premiums, which get invested in…

Always likes to have a pick for people looking for income. Gives you a bit of opportunity for growth and income for a very long  time. Very diversified, global. Payout ratio is quite reasonable, so a safety play for income. Yield is 4.6%. (Analysts’ price target is $52.06)

(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.

Potential buy. Chart trending in the correct range. Excellent trend analysis. Would recommend watching. 

Phenomenally good performance. Now at inflection point. Seeing more and bigger contracts both on surveillance and on batteries. Hopefully this is just getting started and it doesn't get bought out before the long runway of earnings growth and share price appreciation materializes.

(A Top Pick Oct 30/23, Up 41%) Has unveiled Gemini, which many think on par with ChatGPT. Lots of exciting technologies, some of which they're monetizing. Exceptional free cashflow from advertising. Still only 20x PE. Buy now, benefit long term.

Good time to enter in light of recent Chinese stimulus? Short answer is yes, he likes it. He was selling into strength a few months ago. Now he's looking to reload. On a 5-year chart, you can see the massive bottoming pattern. Won't see numbers like the previous highs again. Probably worth $125-150 over the…

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.

The recent sellers were wrong. The CEO is doing a good job.

Close to a bottom, but too early still before an upturn. Swing factor for earnings will be commodity price for potash, and he doesn't see this coming back to sustained supply/demand balance in the medium term. BHP's new production will add ~10% more supply, keeping prices under pressure.

(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%.

(A Top Pick Jan 29/24, Up 22%) QB2 will be a very valuable asset. Always bumps getting a new mine underway, but outlook for copper long term is very positive. Biggest risk to portfolios is that inflation eats your money, so you need to own things that can put up prices tomorrow if inflation goes…

(A Top Pick Jul 31/24, Down 1.95%) It is near its support zone so he has it as a potential trade in their aggressive account. He has a tight stop at $91.75 so if it goes below that for three or more days then he will sell at a 2 or 3% loss. The idea…

(A Top Pick Jul 04/24, Up 0%) They have held it for 6 to 8 months. They bought it on the breakout for the longer term and it is now consolidating, There is nothing wrong with this formation. He is bullish on commodities with a softer U.S. dollar, and emerging markets have commodity producers.

A star in Canada due to great execution and lack of competition. Shift to multiple price points is a winning strategy. Carved out a niche in Canada.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research BKNG has done pretty well since that price target. All the engines for value creation have worked quite well recently, with high single-digit revenue growth and aggressive capital return policies. We expect BKNG will continue to do well in the near term and we would…

DG vs. DLTR Questions about health of lower-income consumer. Both companies have flagged this on conference calls. DLTR is taking steps to increase price points, and an improving consumer would be a tailwind. If he had to choose, DLTR would be his pick.

He did his deeper dive. He's going to sell on strength. Not willing to sell here, but he's not adding. Very discouraged by the company's recent moves.

Company has hit guidance targets 3 quarters in a row - out of the penalty box as a result. Pure play on Clearwater/Charlie Lake oil plays. Wells are paying our multiple times in ~2 years. Very economic oil metrics. Trading at a steep discount to NAV and cash flow multiples. Would recommend buying at this…

Company too small to hit institutional radar screens. Quality company, but better options in markets. 

(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.

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 may be difficult…