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

Melisa R. H.Melisa R. H. Posted On January 25, 2019
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Weekly Top Picks

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

Bank of America (BAC-N)

Bank of America (BAC-N) — Stockchase
Bank of America (BAC-N) — Stockchase

(A Top Pick Jul 30/20, Up 44.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with BAC has achieved its $36 objective. To be disciplined, we recommend covering 50% of the position. With a stop at $30 for the remainder, this would all but guarantee a minimum investment return exceeding 32%.

stockchase.com stockchase.com

Berkshire Hathaway Inc. (B) (BRK.B-N)

Berkshire Hathaway Inc. (B) (BRK.B-N) — Stockchase
Berkshire Hathaway Inc. (B) (BRK.B-N) — Stockchase

(A Top Pick Jan 29/20, Up 4%) It's underperformed in the past 6 months because of the tech rally, but he expects this story to flip as Berkshire's hard assets will outperform the Nasdaq. So, now is a good time to own this. Also, he gets exposed to Apple via BRK. (He sold Apple given…

stockchase.com stockchase.com

WPT Industrial REIT (WIR.U-T)

WPT Industrial REIT (WIR.UN-T) — Stockchase
WPT Industrial REIT (WIR.UN-T) — Stockchase

He loves industrial REITs because of e-commerce. Their holdings are all in the US. Interest rates are low, so refinancing is cheap. Best in class. (Analysts’ price target is $19.53)

stockchase.com stockchase.com

Fairfax Financial (FFH-T)

Fairfax Financial (FFH-T) — Stockchase
Fairfax Financial (FFH-T) — Stockchase

An insurance company that uses the premiums to invest in businesses. The quarterly results of the company can be quite volatile. Has lagged the overall market this year. A stable long term business but there are more attractive opportunities elsewhere.

stockchase.com stockchase.com

🚚 Industrials

Brookfield Infrastructure Partners (BIP.UN-T)

Brookfield Infrastructure Partners (BIP.UN-T) — Stockchase
Brookfield Infrastructure Partners (BIP.UN-T) — Stockchase

BIP.UN vs. BAM Strong earnings. Sale of Enwave gave them a healthy profit. BAM is also a great company to invest in, especially as it's trading at a discount to NAV. But with BAM, you get exposure to BPY, BEP, and the rest of the suite. BIP is more of an operational manager. If you…

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YASKAWA Electric Corporation (YASKY-6506-JP)

YASKAWA Electric Corporation (YASKY-6506-JP) — Stockchase
YASKAWA Electric Corporation (YASKY-6506-JP) — Stockchase

(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.

stockchase.com stockchase.com

Waste Management (WM-N)

Waste Management (WM-N) — Stockchase
Waste Management (WM-N) — Stockchase

Is there a relationship between the hot EV craze, Biden in office now and ESG with WM, America's biggest recycler? Doesn't see a connection. WM makes the most business out of home building and construction, instead. Also in fuel cells and methane, but those just aren't ESG. He likes WM though.

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Kraken Robotics Inc. (PNG-X)

Kraken Robotics Inc. (PNG-X) — Stockchase
Kraken Robotics Inc. (PNG-X) — Stockchase

It's doing better now. Their sonor device looks for underwater mines and does underground mapping of pipelines. Earnings are expected to leap to 5 cents in 2021 to give it a 10x PE. If so, then there's a $1 target minimum. Lots of upside.

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💻 Technology

Alphabet Inc. (A) (GOOGL-Q)

Alphabet Inc. / Google (GOOG-Q) — Stockchase
Alphabet Inc. / Google (GOOG-Q) — Stockchase

Fractional shares to buy instead of playing the short squeeze of GameStop, AMC, etc. Has many overlooked businesses: healthcare, mobility, entertainment. They've barely monetized many businesses, so there's potential. Meanwhile, they're #3 in cloud computing. It's also a reopening play; travel advertising will return to Google.

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Alibaba Group Holding (BABA-N)

Alibaba Group Holding (BABA-N) — Stockchase
Alibaba Group Holding (BABA-N) — Stockchase

It's coming down and in the sweet spot. Buy.

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Xilinx Inc (XLNX-Q)

Xilinx Inc (XLNX-Q) — Stockchase
Xilinx Inc (XLNX-Q) — Stockchase

Rumour of AMD buying Xilinx AMD would really benefit for Xilinx which makes great chips for autos, defence and telcos. Buying Xilinx would expand AMD's exposure to these sectors and their overall market. The deal is good, but only at the right price--if it happens. The AMD CEO is great. If the deal happens and…

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Microsoft (MSFT-Q)

Microsoft (MSFT-Q) — Stockchase
Microsoft (MSFT-Q) — Stockchase

Their cloud business re-accelerated growth up to 40% last quarter. Companies are moving to them. He sees it moving to $300 before the end of the year. (Analysts’ price target is $277.80)

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🛢Basic Materials

Nutrien Ltd. (NTR-T)

Nutrien Ltd. (NTR-T) — Stockchase
Nutrien Ltd. (NTR-T) — Stockchase

If US dollar falls, or inflation starts to rise, farmers should have more income to buy fertilizer and seeds. Will benefit from rising potash and nitrogen prices. Usually happens at this stage in the economy if we truly are going to get a breakout. Yield is 3.27%. (Analysts’ price target is $73.38)

stockchase.com stockchase.com

Kirkland Lake Gold (KL-T)

Kirkland Lake Gold (KL-T) — Stockchase
Kirkland Lake Gold (KL-T) — Stockchase

Stockchase Research Editor: Michael O'Reilly KL just reported record levels for production, revenue, and earnings -- all while avoiding pandemic related delays. It trades 15x earnings, compared to its peers at 23x. They have repurchased over $700 million of its stock and boosted dividends twice last year. The dividend is reaching attractive levels and is…

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Teck Resources Ltd. (B) (TECK.B-T)

Teck Resources Ltd. (B) (TECK.B-T) — Stockchase
Teck Resources Ltd. (B) (TECK.B-T) — Stockchase

Would buy at these prices. They are trying to ramp up their copper which is positive. A good place to be. The stock is not expensive right now, and it is one of the best in the space to buy right now.

stockchase.com stockchase.com

💹 ETF

iShares Barclays 20+ Yr Treas Bond (TLT-Q)

iShares Barclays 20+ Yr Treas Bond (TLT-Q) — Stockchase
iShares Barclays 20+ Yr Treas Bond (TLT-Q) — Stockchase

Bond yields have been one of the biggest stories in the past several months. 10-year yields in the US continue to move higher. Be careful about buying it here. Opportunity for long rates to move higher.

stockchase.com stockchase.com

BMO Emerging Markets ETF (ZEM-T)

BMO Emerging Markets ETF (ZEM-T) — Stockchase
BMO Emerging Markets ETF (ZEM-T) — Stockchase

A strong one. Vanguard and iShares also have offerings. EM can benefit going forward. One of prime beneficiaries of a Covid recovery, steepening interest rates, and a Biden presidency. Allocate more capital to this space.

stockchase.com stockchase.com

🛍 Consumer

Dollarama Inc. (DOL-T)

Dollarama Inc. (DOL-T) — Stockchase
Dollarama Inc. (DOL-T) — Stockchase

Good name in the TSX. One of the better growth names. 15% growth rate going forward. 24x forward PE. He's not into consumer staples at this point, favours cyclicals.

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Booking Holdings Inc. (BKNG-Q)

Booking Holdings Inc. (BKNG-Q) — Stockchase
Booking Holdings Inc. (BKNG-Q) — Stockchase

(A Top Pick Jan 30/20, Up 18%) Continues to buy. Growth from emerging markets over the next 10 years is quite strong. Normalization of activity will bring revenue to pre-pandemic levels by 2022. Diversified.

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Dollar General Corp. (DG-N)

Dollar General Corp. (DG-N) — Stockchase
Dollar General Corp. (DG-N) — Stockchase

DG vs. DLTR Likes the dollar store trade in general. He took profits in this name. Prefers DG, as it benefits from being in rural areas, away from the Targets and Walmarts. DLTR has a lot of urban competition. In the next 3-5 years, he prefers DG.

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📱 Telecommunications

BCE Inc. (BCE-T)

BCE Inc. (BCE-T) — Stockchase
BCE Inc. (BCE-T) — Stockchase

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It’s one of the safest blue chip stocks, although it is not completely risk-free. It is a good choice for conservative investors. An allocation of around 10% for telecom would be good depending on your risk tolerance. Unlock Premium - Try 5i Free

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⚡Energy

Tamarack Valley Energy (TVE-T)

Tamarack Valley Energy (TVE-T) — Stockchase
Tamarack Valley Energy (TVE-T) — Stockchase

It's one of the cheapest energy stocks in the world. They just entered the Clearwater, the most profitable oil play in Canada. They'll generate gobs of free cash flow in 2022, enough to buy back all their shares using three years of cash. He sees well more than 100% upside. (Analysts’ price target is $2.09)

stockchase.com stockchase.com

Surge Energy Inc (SGY-T)

Surge Energy Inc (SGY-T) — Stockchase
Surge Energy Inc (SGY-T) — Stockchase

Consolidation of the small and mid-cap names is an important theme. There are better names to own in the space.

stockchase.com stockchase.com

SDX Energy Inc (SDX-X)

SDX Energy Inc. (SDX-LN) — Stockchase
SDX Energy Inc. (SDX-LN) — Stockchase

(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.

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Bellatrix Exploration Ltd. (BXE-T)

Bellatrix Exploration Ltd. (BXE-T) — Stockchase
Bellatrix Exploration Ltd. (BXE-T) — Stockchase

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…

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