23 Stock Top Picks and 2 ETF (Jan 18-24)
This week there were 23 Top Picks and 2 ETF in a wide range of industries: Financials, Industrials, Technology, Basic Materials, ETF, Consumer, Telecommunications and Energy.
Here are this week’s Top Picks as selected by: Greg Newman, Norman Levine, Jason Del Vicario, Rick Stuchberry, David Baskin, Kim Bolton, Stan Wong, Peter Imhof, Keith Richards and Josef Schachter.
🏛 Financials
Opinion about BAC: It reports Wednesday. They are consistently good with few surprises and he expects it this time.
Berkshire Hathaway Inc. (B) (BRK.B-N)
Opinion about BRK.B: Warren Buffet's last day as CEO You must give tremendous credit to the work that Warren Buffet and his team have done this year.…
Opinion about WIR.UN.TO: Though it trades in Toronto, WPT owns warehouses in the States. Basically, e-commerce stores stuff in these warehouses, and…
Opinion about FFH.TO: In the defensive part of Canadian financial services. Underwriting profitability consistently getting better, the core reason…
🚚 Industrials
Brookfield Infrastructure Partners (BIP.UN-T)
Opinion about BIP.UN.TO: He likes this and the parent company, BN-T, which is one of the best equity shops on the planet. Infrastucture investing is…
YASKAWA Electric Corporation (YASKY-6506-JP)
Browse all companies covered on Stockchase — searchable index of stocks with expert buy/sell/hold opinions from Canadian and US analysts.
Opinion about WM: Quality defensive for the next year? Quite defensive. Last quarter, WM cited lower costs and favourable pricing trends. 9% growth…
Opinion about PNG.V: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Analysts expect EPS of $0.013 and sales of $34.48M. The…
💻 Technology
Opinion about GOOG: Thinks it'll be a winner. The Mag 7's are tired, but you need to have some exposure from a portfolio diversification perspective.
Alibaba Group Holding (BABA-N)
Opinion about BABA: Good time to enter in light of recent Chinese stimulus? Short answer is yes, he likes it. He was selling into strength a few…
Opinion about XLNX: This is one that is getting hit with the NASDAQ slide. He has a model price of $24.42 and would consider buying at $17.60.
Opinion about MSFT: They reported. He's disappointed they didn't have more to say. Also, they're a software company.
🛢Basic Materials
Opinion about NTR.TO: Lots of geopolitical things happening. When stock shot up from Russian invasion, sold some but still retains a 1/2-2/3…
Opinion about KL.TO: KL-T vs. ABX-T. He would prefer KL-T as it has been hit so hard. You are getting the cash and the good balance sheet.
Teck Resources Ltd. (B) (TECK.B-T)
Opinion about TECK.B.TO: Likes it. Got hit in April. Market priced in weaker economic growth going forward, tariff confusion, and higher probability…
💹 ETF
iShares Barclays 20+ Yr Treas Bond (TLT-Q)
Opinion about TLT: (A Top Pick Jul 31/24, Up 4%) Has sold shares. Technical resistance around $100 suggested a sale. Might buying again around $95.
BMO Emerging Markets ETF (ZEM-T)
Opinion about ZEM.TO: MER: 0.27%. Exposure to the Emerging Markets at low cost. Expert opinions on BMO MSCI EMERGING MARKETS INDEX ETF (ZEM.TO) —…
🛍 Consumer
Opinion about DOL.TO: In the retail space, likes the more defensive profile of this name. Expert opinions on Dollarama Inc. (DOL.TO) — buy, sell, or…
Booking Holdings Inc. (BKNG-Q)
Opinion about BKNG: Has long owned this, the consummate growth company. They will like pass $200 EPS in 2025 vs. $10 EPS 15 years ago. Trades at only…
Opinion about DG: (A Top Pick Feb 26/24, Down 9%) (Note the short timeframe.) Still in, but looking at getting out. Not a winner. Looking for support…
📱 Telecommunications
Opinion about BCE.TO: For the Canadian telcos, regulatory challenges won't go away. In response, the telcos pledged to invest in rural areas, but…
⚡Energy
Tamarack Valley Energy (TVE-T)
Opinion about TVE.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research TVE has reported record production and upped its…
Opinion about SGY.TO: Trading at discount to NAV. Out of favor small cap name. TMX completion will benefit company. Benefiting from fish bone…
Opinion about SDX.L: They just announced today that their forth well came in successfully. They are going to be bringing this production on. They…
Bellatrix Exploration Ltd. (BXE-T)
Opinion about BXE.TO: (A Top Pick Nov 09/17, Down 66%) This is a very cheap stock. This company has the ability to ramp up production significantly.…
