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

Still constructive on the name. A top pick at $12 a few years ago. They have done a great job at tightening risk controls and cost reductions. Last quarter they beat estimates. Credit quality still fine. They model EPS growth of 11% 2018-2020 and trading at 9 times 2020. Good value here. (Greg Newman)

He thinks the issues are that Warren is getting older and there is concern about his replacement. He sees the large cash holding right now is signalling another acquisition soon. He thinks there are a lot of other companies that offer dividends. He would pass on this today. (Darren Sissons)

Has been one of the leaders in the REIT industrial space. This is an opportunity to buy. Look at it for a 1-3 year hold. If you like the name, hold. (Gerard Ferguson)

Their core P&C insurance business has improved in recent years. They now have a lot of cash. You're betting on Prem Watsa's investing acumen who will put that capital to work. Trading close to book value for the first time in six years. (Analysts’ price target is $748.46) (Colin Stewart)

Easy here. They closed many transactions, they beat estimates in Q4. nice yield of 4.96%. modeling 15% EPS growth for a name that trades at 11 times 2019 P/FFO. Very little to not like about this name. (Analysts’ price target is $59.32) (Greg Newman)

A robotics company. In a very cyclical business. They're skewed to the auto business within Japan and China, but lead in the motor and drive technology side. They've been beaten up in the past year, but're coming out of that down cycle now. (Analysts’ price target is $3117.65) (Kim Bolton)

The largest garbage collector in the U.S. 20-million Last month announced share buybacks. Have icnrased dividend 16 years in a row. Defensive and growth. Good cash flow. Recently bought it. Good management. (Analysts’ price target is $98.55) (Stan Wong)

They use sonar technology to find sub-surface mines and have technology for low level battery technology. Earnings are expected to be a 11 PE in 2020. Interesting technology and good opportunity going forward. (Robert McWhirter)

We will likely see some near term weakness around $150. We are seeing higher highs and lower lows. The key is getting above $1150, and then we look to the highs on charts around $1300. (Javed Mirza)

He would not touch this with a 10 foot pole. The change in senior management worries him. The recent bullish bounce is a good sell opportunity as he targets only $88 on this. He is wary of the Chinese trade war, which is likely to get worse. If the world grinds down in growth, China…

Up 26% last year while the SOXX ETF was down 8%. They excel because they lead in making programmable chips--big into cars and data centres. They're the darling of the 5G network deployment. (Analysts’ price target is $89.96) (Kim Bolton)

MSFT trades at 21x earnings and pays a nice dividend that will grow. Their issue is that MSFT is an enterprise company dealing with large companies. People are moving a lot more to the cloud. This will make huge margins through Office 365, cloud and their LinkedIn purchase. As more people go to the cloud,…

(A Top Pick Feb 23/18, Up 16%) Still a big fan of the name. Balance sheet fired power. Still modeling a 35% EPS growth. A name you can very much get behind here. (Greg Newman)

He does not trade gold stocks. They are a flight-to-safety stock. This would be the absolute champ if he wanted to buy a gold stock. It has cash flow and a good return on equity. It is not cheap but they beat recently. (Jason Mann)

He is keen on copper. He really, really likes this one. It is very timely here to buy. Over the last few days there was strong institutional buying. Once we test the key $32 level and get above it, it will get to $34. (Javed Mirza)

He think interest rates will be cut this year and would buy $130 calls on TLT. He doesn't see a rate cut, but if you do then buy the calls. These are portfolio bonds with a 20-year term. The duration is 17 on this ETF, so a 1% drop in rates means should translate into…

MER: 0.27%. Exposure to the Emerging Markets at low cost. (John Hood)

An incredible story, a ten bagger. Has stalled out. Issue was that margins were challenged because of competition from the likes of Canadian Tire. Still, the multiple has come down. Fantastic merchandisers. Reluctant to call it a sell, because of quality management. But would like to see a really good quarter before she steps in.…

They want to book every aspect of vacations--do it all. The growth of middle class tourism in Asia (China and India) is taking off, and Bookings will benefit. (Analysts’ price target is $2206.41) (David Baskin)

Defensive and low-beta. 15,000 stores in the US, the biggest discount retailer there. Located in rural areas and small town, off the radar of the retail giants, which is a plus. 15% growth rate. 5-year ROE is 20%. 1% dividend, growing 10% annually over the past three years. Should perform well in a general downturn.…

Blue chip. One of the premium dividend payers. One of the issues is that pricing power is not quite there. Not a growth story, but you can 100% hold it as a dividend play. Nothing to propel earnings higher in next 2-3 years, so she's not excited about it. No chatter about future acquisitions. Great…

The balance sheet is good. However, being a Canadian light oil producer there is just not a lot of interest. They also had a vocal short seller to deal with. He does not feel the need to own this one. (Eric Nuttall)

Why is it not rising with oil prices? He has heard rumblings the dividend may not be sustainable, but has not evaluated this for himself. From an operations perspective he has done well with them in the past. (Bruce Campbell (2))

Just bringing on a field. No debt. He has a $2 target. It is a nice little target. There is a low payout ratio. (Analysts’ price target is $1.32) (Josef Schachter)

He thinks their financial flexibility is so constrained that he sees better choices out there. Why would he take on that added risk? (Eric Nuttall)