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

It's late in the cycle for Magna, though it's done very well. They are vulnerable to an auto war/tariffs, and it faces Tesla and other tech competitors that are coming. (Michael Decter)

Buy it on pullback and nearly bought it early last year. A good company. Their long-term chart reflects value creation based by earnings, cash flow and dividend growth. This is the best railway in North America. He likes and may buy at $5-10 lower. (Brian Madden)

Since 2013, they've been raising the dividend. They keep buying back shares. They own their own hub and generate a ton of free cash flow. Delta plans to keep buyin shares. For some reason, the market isn't convinced about Delta. They spend wisely. Huge demand for travel will continue around the world. Oil prices have…

(A Top Pick Jan 28/19, Up 9%) It's starting to rise since he picked it, but it will reach his $70 target. He continues to hold it. (Elliott Fishman)

Their back orders are down, but isn't totally sure why it's taking such a hit. Don't buy until it breaks out. OK yield and top management. He likes it and is waiting to enter it. It needs to build a base then breakout. (David Cockfield)

Cutting dividend was symbolic. Stock buyback stopped, he's not sure why. There's a turnaround taking place. Bit of a mountain to climb, as it's a global market with big players. They have a valuable asset. Closing unprofitable plants. Hopefully we'll start to see the fruit. Solid balance sheet. World leaders in many segments. Hang on,…

It's stronger than a few years before. They have innovative technology used in construction and design. They're big in healthcare and office design. The new managers must aim for less volatility and diversify their customer base, which he believes they are executing. Given their 30-40% growth rate and trading at 17x, this isn't expensive. Also,…

Is a $20B company in the Permian. Growing by 15% this year and generating 4% free cash flow at $50 oil. In theory, should be able to see more than 100% upside. Yield = 0.0% (Analysts’ price target is $18.71) (Eric Nuttall)

Not a fan. Debt level is high at 69%. Narrowing differentials is helping. Management increased its pay package, even though stock is on sale at 2 for 1. This isn't right. When you get your proxy, take a stand and make your vote count. (Josef Schachter)

He's trimmed his energy holdings to 5%, but is now buying back because energy is coming back. MEG is his top choice here and bought some last week. MEG is the most undervalued Canadian energy stock. Oil though can be volatile. (Michael Decter)

$60.37 is his target price. You can enter it now. It will benefit from rising oil prices. It's a low-risk trade. (Brian Acker, CA)

(A Top Pick Feb 21/19, Up 3%) It's been in an upward trend channel since the year started. Recent big volume is a good sign. The next upside target is $10, then $13-14 is a key point. (Javed Mirza)

$46.84 is his target. Earnings have risen, but its payout ratio is high. Buy at $39 as in December. (Brian Acker, CA)

With the differential in Calgary these guys performed well due to South American assets. They don't have the same pipeline issues. The concern is where their future growth is going to come from. You can get better value in Canadian names that have been beat up. (Bryden Teich)

They are all getting engaged in the mobile side. he would hold and maybe add if there is a pullback in (Kim Bolton)

Like Apple, it's a great business model and is dominant. They've grown their cloud business very well. It isn't dirt cheap, but generates a lot of cash flow. Buy on dips and hold long term. The dividend will modestly grow. (Colin Stewart)

(A Top Pick Mar 27/18, Up 13%) Second biggest after Chartwell. Safe, defensive play in a volatile market. Attractive growing dividend in low interest rate environment. Trading at a huge, unwarranted discount to the apartment sector. Conservative stock for your portfolio, reasonably priced. Demographic tailwind. Not too much government regulation. (Stephen Takacsy, B. Eng, MBA)

It's been in the doghouse, but what will be positive is in them creating a vertically integrated healthcare service that ranges from insurance to clinics to filling prescriptions. The clinics will offer people an alternative to emergency room services, like taking your blood pressure. (Analysts’ price target is $72.44) (Gordon Reid)

He has had it as a past pick. This morning they came out with data. They have had a fantastic run rate. There is a valuation discrepancy. They will acquisitive. They just opened up a dispensary and traffic numbers are higher than they expected. They will have more repeat customers and more loyalty than a…

They just released earnings this week and they have been turning their business around -- increasing margins and growing organically. Management owns about 18% of the shares and it trades at 5 times earnings. He thinks it could trade at twice that level. They are involved in patient home monitoring. Yield 0% (Analysts’ price target…

He likes the company. It is one of the better components of the financial industry in the US right now. Casualty insurance has been rated a market-perform recently. He thinks there is a hard pricing in personal lines. It is a conservative business. They can raise prices every 12 months. There are three big players.…

They have a great asset type, focused in the US. But we have seen no cash flow increase in a couple of years. The management team is great. (Joshua Varghese)

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

(A Top Pick Jan 29/19, Up 1%) ADFSDF (Mike Philbrick)

(A Top Pick Jan 29/19, Up 2%) Volatility was very low. It enjoyed a 63% return in 2018 because of the strength of the USD but mostly because of US treasuries. We had a growth shock in 2018. This actually did well in the December correction. Canadian portfolios should hold US bonds. (Mike Philbrick)

They are turning themselves into a mid-tier producer of gold. They have invested into exploration of another significant mine that could result in a very positive reserve assessment. They found some interesting high-grade zones in the new mine. Their long term Eagle mine is also able to expand. Yield 0%. (Analysts’ price target is $5.28)…