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

Better off owning suppliers rather than OEM auto companies. Difficult to transition from combustion to electric. Tough to keep both sides going. Massive buildup on the EV side will help, but combustion provides the cash. Cheap for a reason. A trade at best, not for the long term.

The question was on whether he prefers CN or CP. It looks like CP will close its acquisition of Kansas City Railway. It will be a great asset but the costs will affect the balance sheet a bit. He likes CN: CP has had better management over time but activist pressure is forcing CN to…

Their Q3 started rocky due to operational issues. Then, September saw a big pick-up in travel. Managers also delivered a much-higher Q4 earnings forecast. They had highly positive comments about increasing business bookings after Labour Day. The CEO expects the December quarter revenue growth to accelerate vs. 2019.

It got better today by selling one of its businesses, garbage disposals, to Whirlpool. Though EMR shares declined today, it will be good long term.

It made a lot of deals where buses were sold at fixed prices but its costs are higher now due to supply chain issues. The company will survive but has to re-negotiate with its banks, which is always painful. It is a good company in a bad situation, therefore look elsewhere.

The litigation costs over asbestos content have been increasing and eating into profits. It is a jewel of a company and should be worth more than the present offer. There is the possibility of a higher offer.

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)

Just bought it. The energy in pullback was overdone. FANG offers secular growth, making good, strategic acquisitions and want to distribute 75% of their cash flow to investors through dividends and buybacks, plus a variable dividend. She bought around $139. China is not yet reflected in energy stocks, and today Russia announced energy output cuts.

Ranger acquisition (Ranger Oil) misunderstood by the market.Believes deal is accretive on a per-share basis. CEO recently buying back stock himself.$70 oil would equate to $700 million in free cash flow.Bough 4mm shares last week.Has ownership in Clearwater play - the most economic play in North America.

(A Top Pick Jun 03/22, Down 16%) Largest holding in fund and continues to own shares.Highly leveraged to the price of oil.Expecting a 100% gain in share price.Premium quality asset and very long reserve life.Returning 100% of cash flow to shareholders by the end of the year.Will continue to own shares.

Owns some shares in holdings.Health and safety improvements will help the company.Highest payout in any Canadian company (dividends and share buybacks).Strong balance sheet. Expecting a 100% return on share price.

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…

(A Top Pick Mar 18/22, Down 4%) Facing extreme increases in cost of building out. Over 90% contracted revenues, so dividend is fairly safe. Yield close to 7% is extremely attractive, company anticipates growing it 5-7% per year. Inherent value going up all the time, because of replacement value of current assets. Continues to recommend…

Not a great company to own.Value trap that has geopolitical risk.Better names to own in sector.Very risky buy.Inventory depth not as great.

The UK news wasn't a surprise. Remains undervalued even without the Microsoft deal.

It has fallen with the tech sector but not as much and is now at a good price. It has been an early investor in AI and signs are that this is helping the BING search engine and search engines are one of the most profitable areas in the tech sector due to advertising. BING…

She owns CSH.UN instead. Divested from long-term care, now 100% private pay. LTC is subsidized by the government. Both are facing higher wages and input costs, and it will take a while for occupancy to ramp up.

(A Top Pick May 04/22, Down 25%) Disappointing. Two good acquisitions pending. Insurance division is losing market share. Covid gains downstream have waned. Growth lull, but almost a record low at 8x earnings. Huge addressable market. Will get mojo back.

(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.

Very fine company. One of the best property and casualty companies in the world. Relatively resilient, defensive business model. Long-term, he recommends it. But for short and medium performance, we're exiting a recession, so it makes sense to put more capital into cyclicals.

(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.

He thinks we are in a recession already and it will get ugly, though economic numbers and the street's perception is that things are fine. You want to be long USD and long TLT. If deflation and the USD rises in the US, long-term interest rates will crater.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. EPS of -2c slightly missed estimates. Revenue of $75M missed estimates by 10%. EBITDA of $21.3M missed by 8%. Gold sales fell 16% yet all-in costs rose 18%. 2023 forecast is for 120,000 ounces, up from 111,000. Its problems are not unique as costs continue…