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

High quality, a Canadian industrial champion. International. Issues from supply chains and microchips. Attractive multiple. High ROE, good management and balance sheet. Nice dividend yield. Good buy here for a long-term hold.

He's owned CN for years. They've struggled recently and have a new CEO. CN's network has the continent covered, so he prefers CN over CP.

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 has many problems including supply chain issues and a lot of debt. It has just been de-listed from the TSX. Good one to sell for tax loss purposes.

(A Top Pick Jan 20/22, Down 42%) It is a world leader in the design and manufacture of complex industrial valves and is the gold standard for nuclear valves. It has completed a successful turnaround plan and has a record backlog of of high margin business. Trading at less than 1/3 of book value, it…

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)

Run by an excellent CEO, and pays a fine CEO. Shares were up a lot today, 4.25%. Otherwise, he would say buy.

Believes company is executing business plan well. Company has 15 out of the top 15 Clearwater oil wells. Trading at 2x cash flow which presents a good buying opportunity. Expecting large share buybacks going forward.

Pure play oil sands company. 2023 will pay 100% back to shareholders. 35 years of production that shareholders only have to pay 3 years price for. Expecting a 100% return on the shares. Company has large amounts of tax loses. Expecting company to sell given value of shares on the market.

Two years ago was adding energy. Believes new cycle is starting, so not constructive on energy. Energy gains have already been prices. Geopolitical conflict will end (oil prices will fall).

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…

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Collapse in oil prices pushed investors away. Payout ratio has sufficient cushion. Margins improving over the years. Upside potential in an economic recovery.

Too much uncertainty with company. Better names to invest in. Windfall tax in Colombia a big risk. Political situation in Colombia getting worse.

Activision Blizzard, Inc. connects and engages the world through epic entertainment. A member of the Fortune 500 and S&P 500, Activision Blizzard is a leading interactive entertainment company. It delights hundreds of millions of monthly active users around the world through franchises including Activision's Call of Duty® and Crash Bandicoot™, Blizzard Entertainment's World of Warcraft®,…

It's 26% off its highs. No, they won't grow at 54% YOY as they did during the pandemic, but they are still double-digit earners and hold $63 billion of free cash flow at 3.63% (though he'd prefer over 5%). There continues to be value here. Likes it.

Are operating at 6x debt to EBITDA. The biggest rest for the seniors' homes was Covid, but they endured that. The occupancy rate is picking up again. Long-term, this is a great demographic play as the population ages. The 7.8% dividend is safe. Not that much growth, apart from acquisitions.

CVS Health is a different kind of health care company. It is a diversified health services company with nearly 300,000 employees united around a common purpose of helping people on their path to better health. In an increasingly connected and digital world, it is meeting people wherever they are and changing health care to meet…

(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.

A good buy in the price of $85-90. If inflation persists and interests rates rise, will be a good investment.

Domestic production is always better than international, especially for an emerging mid-size producer like this one. Gold should have done better in this inflationary environment, but crypto stole its thunder. Gold will continue to be a store of value with steadier growth, especially as world currencies devalue with inflation.