23 Stock Top Picks and 5 ETF (Feb 01-07)

It has been under pressure but the movie business is booming and the theme parks are very popular so they just keep raising prices. It has been losing money in the streaming business, $1 1/2 billion in the last quarter, but that's probably the peak. The streaming business should become profitable in the next couple…

(A Top Pick Mar 16/22, Down 2%) Great business. Backlog in elective surgeries due to Covid will lead to good earnings growth going forward. Good growth internationally. Demographic play. Loyal customer base. Great medical device story.

Meat processing business that relied on M&A in the past. Experiencing additional costs with inflation etc. People trading down to lower cost proteins. Does not own shares. Plant based protein business also suffering.

She sold it, expecting shares to come down, but they never did. Home builders continue to be strong stocks since their October lows.

Growth companies have traded off. Highly tied to housing and renovations, needs a healthy consumer. Likes the space, prefers LOW. LOW catching up to profitability and efficiency of HD.

Canadian banks are in a tough space right now, with slowing economy and housing. Along with RY, gold standard of banks in Canada, and it trades at a valuation premium for that. It's always that tradeoff, valuation vs. growth & quality. If you're a long-term investor, can't go wrong.

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.

Global insurance business based out of Toronto. Value oriented leadership under Prem Watsa. Highest underwriting profits in years. Investment portfolio performing very well. $35 billion bond portfolio about to renew at higher rates.

Bought it yesterday. Public REITs will see a mean reversion for a discount valuation vs. private markets in 2023. If there's a recession, there will be a lot of M&A, driven by private equity cash wanting to do deals. XLRE will take advantage of this mean reversion. Public REITs have outperformed private RE in the…

Stockchase Research Editor: Michael O'Reilly We again reiterate CAR.UN, an $18 billion REIT holding 67,000 residential apartments and land sites in Canada and the Netherlands as a TOP PICK. Recently reported earnings and revenues were each up over 5% over the year and occupancy rates are over 98%. It continues to grow its portfolio ($1.7…

Now into late April is CNR's seasonality, as in 2022. The chart shows an ascending triangle in the past year, which is bullish. Could see a breakout.

A purely consulting and design company, no construction risk. Has made strategic acquisitions to increase presence in lucrative growth areas such as environmental and infrastructure, especially in the US. Very global, Canada is less than 20% of earnings. Grows organically and by acquisition. Balance sheet still quite strong.

He kicks himself for not buying this. They just reported great numbers, because they found many more engineers. Are seeing a lot of orders from defence and commercial businesses. Are enjoying an aerospace bull market, too.

She owns CNR. Not averse to CP. Even if downturn, earnings should hold up better because they're oligopolies. With global trade, a necessary form of transportation. Kansas City Southern acquisition will be a positive. Valuations are higher than US peers. Wait for a pullback.

(A Top Pick Feb 18/22, Down 12%) He's been buying more over the last 12 months. Travel demand still strong. US peers still reporting strong numbers. AC should have another good 12 months ahead. China reopening is good, as it's #2 for inbound traffic to Canada.

Not recession-tested yet. Earnings excellent quarter after quarter. Theme of reshoring is powerful and will benefit. Price to growth looks good. Only issue is recession or supply chain inflation. Better opportunities out there.

Last year they fended off a challenge from an activist investor. Its platform enables remote work, so share soared during Covid. But then earlier this year, the activist threatened to take it over. Instead, in April, Box struck a deal with another investor, KKR, for a $500 million investment to mostly use to buyback shares.…

Trading at 18x earnings, which is as close to a market multiple as you can get. Has beat its cost of capital every year it's been a public company. 50B in free cashflow. Digital advertising will continue to grow and continue to do very well, probably taking market share from META. YouTube doing well. Government…

They make antennas for smartphones and other applications. Problem is that it's tough for them to make money. They buy a lot of companies. The target is 67 cents after falling a lot. Has little liquidity, under 60,000 shares daily.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. 50% increase in workforce; positive sign. Reduced margins expected to normalize. Backlog remains healthy. Fair valuation compared to software peers.

Washington bans Tik Tok, but Meta shares still decline 1% today Do you believe in the vision of this company 5-10 years from now? He expected a TikTok ban to boost Meta shares by 20% in a day or two.

They continue to expand and make businesses more expensive. Likes it even though the stock is expensive.

MA vs. V Visa has better domestic (that is, North American) exposure than MA. The NA economy is going to be stronger. Visa is a technology leader. If you use something yourself a lot, it's not a bad start for a stock choice. If you thought Europe was on the brink of a great recovery,…

Tilted portfolios towards developed and emerging international. Best returns will come from here.

Brazil is a good choice for broad emerging markets. Geopolitical risk is present with change of government. Long run, Brazil relies on commodities (oil) to fund economy which is risky.

Allan Tong’s Discover Picks IHI's MER is actually higher (at 0.39%) than the yield it pays (0.3%). Like the other names here, IHI trades at a low beta, 0.86 to be precise. So, if you're not buying this for income, what's the growth? Let's look at IHI's largest holdings. TMO offers diversity among lab testing,…

All-purpose ETF for a retired senior, non-RRSP XBAL holds US, Canadian, emerging stocks and Canadian & US bonds. It's globally diversified. In addition to XBAL, he also suggests HRAA (which he manages--disclosure) which is a globally balanced portfolio of stocks, commodities and bonds plus a managed futures overlays. HRAA offers alpha and beta to mitigate…

(A Top Pick Jan 07/19, Up 14%) They are one of the lead orders on this. There was a technical issue where it was listed on the TSX and NEO. The fund refused to list it on the TSX. It doesn't have good liquidity due to this and so they gave it up.