23 Stock Top Picks and 3 ETF (Jan 25-31)
This week there were 23 Top Picks and 3 ETF in a wide range of industries: Consumer, Industrials, Energy, Technology, Healthcare, Financials, ETF and Basic Materials.
Here are this week’s Top Picks as selected by: Barry Schwartz, Eric Nuttall, Elliott Fishman, Stephen Takacsy, Jeff Parent B., Mike Philbrick, Jim Huang, Bruce Campbell and Robert Lauzon.
🛍 Consumer
Opinion about MG.TO: 88-year old investor -- sell, and buy a bank instead? Not an unreasonable time to sell, given the economic sensitivity of the…
🚚 Industrials
Canadian National R.R. (CNR-T)
Opinion about CNR.TO: Great business, always expensive, so he doesn't own. Oligopoly along with CP, and those businesses aren't going away. With…
Opinion about DAL: (A Top Pick Feb 04/25, Down 13.1%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with DAL has triggered its stop…
Opinion about EMR: He likes it and holds it here. Since June this cyclical wave came in and cheaper stocks benefited from a growth economy and did…
New Flyer Industries Inc. (NFI-T)
Opinion about NFI.TO: Too volatile for her. Stay away. Ranks 1/10 on value. Upside to street's price target only 1.5%, so risk/reward is just not there.
Opinion about VLN.TO: World leaders in nuclear valves. Has become more shareholder friendly, focusing on higher margins and more profitable areas.…
DIRTT Environmental Solutions (DRT-T)
Opinion about DRT.TO: (A Top Pick Nov 10/15. Down 19.94%.) Likes this for its revolutionary technology, designing, installation and manufacturing in…
⚡ Energy
Opinion about FANG: He's bullish oil; just look at the Russian oil stocks. Diamondback is best in breed... The whole sector has a lot of room to move higher.
Opinion about BTE.TO: He doesn't have any intelligence on what's weighing on the stock. Trump wants lower oil prices, so he hasn't owned any of the…
Opinion about MEG.TO: One of his largest holdings. It has sold off from tariff worries, just hitting a one-year low. They have 35 years of stay-flat…
Opinion about SU.TO: Up 134%. Hold? Sell? Definitely continue to hold. Still sees quite a bit of upside. Has done quite well this year, after having…
Opinion about ECA.TO: It moved a fair bit of its operations to the states where they get better pricing. This stock is very cheap right now. It is…
Opinion about ENB.TO: The dividend is over 6% and earnings will grow at about 5%. This combines to make a rate of return at 11% which is pretty…
Opinion about PXT.TO: It remains a value trap and doesn't see this changing. A Colombian strike took production offline. Management faces other…
💻 Technology
Opinion about ATVI: Makes up 27% of the caller's portfolio He doesn't know about veracity of the sexual harassment accusation and their alleged "frat…
Opinion about MSFT: They reported. He's disappointed they didn't have more to say. Also, they're a software company.
👨⚕️ Healthcare
Sienna Senor Living Inc (SIA-T)
Opinion about SIA.TO: High yield + price appreciation over 5 years? Squarely within definition of growth for next 5 years. 42 LTC (97% occupied), 40…
Opinion about CVS: Company fundamentals are challenging. On paper, looks like a good model. But in practice, fail after fail. Overhang of healthcare…
C21 Investments Inc. (CXXI-CN)
Opinion about CXXI.CN: They trade at about 1 times revenue. They are trying to get a dispensary in Nevada where Tesla is putting in their factory.
Protech Home Medical Corp (PTQ-X)
Opinion about PTQ.V: They just released earnings this week and they have been turning their business around -- increasing margins and growing…
🏛 Financials
Opinion about PGR: Good fundamentals with support at $59. It can move into into the $70s again. (Analysts’ price target is $74.06)
Opinion about WIR.UN.TO: Though it trades in Toronto, WPT owns warehouses in the States. Basically, e-commerce stores stuff in these warehouses, and…
💹 ETF
First Asset MSCI Intl LRWgt ETF (RWX-T)
Opinion about RWX.TO: It's real estate in 28 countries. It's something different for Canadians and worth having a look.
Horizons Global Risk Parity ETF (HRA-T)
Opinion about HRA.TO: This is a good global balanced fund with low-risk, offering diversification for Canadian portfolios.
iShares Barclays 20+ Yr Treas Bond (TLT-Q)
Opinion about TLT: (A Top Pick Jul 31/24, Up 4%) Has sold shares. Technical resistance around $100 suggested a sale. Might buying again around $95.
🛢Basic Materials
Wesdome Gold Mines Ltd. (WDO-T)
Opinion about WDO.TO: Has gone through trials and tribulations, but a lot of it is related to the Cdn$ as well as some mining issues in both their…
Use this list wisely to identify buying opportunities.
Happy trading !!!
