23 Stock Top Picks and 3 ETF (Jan 25-31)

They're turning around governance. Well-managed. But car sales including EV are poor. But he worries that the general economy gets worse. Is on his radar though.

Wildfires and labour disruptions hurt volumes. Recent quarterly results show that's improved. Guidance cut. Part of an oligopoly. More economical than trucking. Rails will be a solid part of the economy forever. Compelling valuation, good chance to step in. Yield is 2.2%.Goods consumption has slowed as consumer spending has slowed. Question marks about tariffs and…

(A Top Pick Jul 11/24, Up 32.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with DAL has achieved its target at $61.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $43) to $48.

Now, it's working. Didn't like the hostile takeover, but they've since fixed that. Are tied to data centres.

Concerns regarding tariffs on components and whether Trump will expand public transit. Making progress on debt, but it's still too high. Supply chain issues. Too many questions to step in:  growth, costs, debt.

(A Top Pick Sep 25/23, Down 37%) They remain the leader in nuclear valves. Shockingly, the French government blocked an American company from buying this small Montreal company. So, the family decided to sell the company and he expects it will be at a higher price. Their backlog and margins are growing. He still owns…

Customized, prefabricated environmental office interior solutions. High net cash position. Significant upside because of their flexible business model. Surge in office reconfiguration taking place across North America. Top management. No dividend. (Analysts’ price target is $3.46)

Their deal with Endeavor will close in Q3 and be strong for FANG. Is a top energy name.

Oil stocks are under pressure with the China slowdown. There could be more chances to drill under the Trump administration, therefore more oil and lower prices. Also OPEC is not cutting production. If there was a takeover it would go for a premium.

Buy on pullback? Looks good. He got a weekly buy on this 2 weeks ago, and a monthly buy would be more substantial (the more you go out, the better it is.) Short term, hitting resistance. Once it gets through $28.40, it will probably play out with what he sees in the longer-term charts, which…

SU vs. CNQ He doesn't generally participate in the E&P space, as it's hard to make decisions based on the underlying commodity price. Bigger picture, still huge demand for Canadian oil and gas on world markets. EVs won't take over anytime soon.SU had been an underperformer and a laggard. Management changes have resulted in turning…

Just beat earnings and have increased production. Cheap valuation compared to peers. But it's getting more expensive heading into 2021. There's no growth here, but that goes with the entire oil patch. The real issue is will they survive. Their balance sheet is getting better, but still high for a blue-chip name. You'll be saved…

Excellent asset base - very had to replicate. Consistent dividend increases. Cheap valuation given cash flow abilities. Company will perform well regardless of economy. Has a long history of quality dividends. Portfolio of growth projects for the next 5 years. 

It has broken its support resistance at $20 and the previous resistance at $30. If it forms a base then that might be a time to buy.

Hold tight or sell with pending takeover? From today's price, $5.50 is in play. As a shareholder, you have to decide if it's worth holding onto your shares to get your $95 per share. There is a chance that the FTC is successful in challenging the US court order, in which case you'd want to…

Retired person's portfolio. Stalled out. His 12-month price target is $491, decent runway. Of the Mag 7, probably want this one at the top of your list because it hasn't accelerated as much as the other 6. So many horses in the race, from cloud to personal computing to business productivity. Nicely priced.

Good place to be. Lots of tailwinds in the sector, especially after Covid. 

(A Top Pick Sep 06/23, Down 10%) He is expecting some relief on the regulatory side with less competition. It has a solid dividend yield and lots of cash flow. The stock looks cheap but the earnings are flat-lining.

(A Top Pick Aug 09/19, Up 10%) A cannabis company in Nevada. Like Indus, they cleaned up their situation and are turning around. They bought a large dispensary in Nevada near Reno. An overhang was owing the vendor a lot of money, but that vendor has become the new CEO has fixed that debt. CXXI…

(A Top Pick May 29/20, Up 55%) Oxygen delivery. Recurring revenue model. Very strong outlook.

A number of P&C insurers in the US pulled back post-hurricane. Technically, not broken. Sector probably does pretty well going forward. 

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

It's real estate in 28 countries. It's something different for Canadians and worth having a look.

(A Top Pick Jan 29/19, Up 1.5%) Global Risk Parity balances the risk of growth and inflation. It balances the risks to keep you level. The peak draw down was 12% -- very manageable in the context of recent volatility.

(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…

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research WDO has a 'bouncy' history but certainly momentum is quite strong right now. The balance sheet is solid and it is growing nicely. For mid-cap sector exposure, we would be OK buying today. Unlock Premium - Try 5i Free