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

Great brand name. Parks contribute 41% of revenue, and these (and cruises) should do well the next couple of years as we come out of Covid. Media side has blockbuster deals coming through, and Disney+ has done well with growth. Massive library from little kids to adults. Management gets credit for navigating Covid. No dividend.…

(A Top Pick May 12/21, Down 4%) Elective surgeries shut down due to Covid, so now there's a backlog. Supply chain issues. Employment issues. They can get through these headwinds. Acquisition and integration going well. Digitization being integrated into services, including valuable patient data.

Holds it in high regard. Divested and modernized. Expansion into non-meat protein. Earnings are cyclically depressed. Not a barn burner of a growth stock. GDP-esque growth rate. Put in your RRSP. Will do well in the long-term.

They reported yesterday. Jim Crammer recommended it as a BUY last week. Home demand is at an all-time high and home builders thrive during fears of a new variant. Social media mentions are up 267% since yesterday.

Reported a great quarter today, but shares fell She likes their different avenues of growth. HD's quarterly call was optimistic, such as a strong backlog. Share fell today because investors are worried what will happen 6 months from now, worries of a slowdown or recession and rising rates. But HD's PE has shrunk to 18x…

Allan Tong’s Discover Picks In 2022, TD-T shares have risen from $99 to $107 by Valentine’s Day, then have plunged as low as $91 by the end of April. Since then, TD has held that level at a time when American markets at least have fallen into bear territory. I’m no technical analyst, but I…

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.

Excellent management with Prem Watsa. 2021 a turning point in the business (net earnings up 15x, revenues up 34%). Struggling company that has turned the corner. Insurance business that is able to raise prices. Insurance float is positively affected by increase in interest rates.

Part of rotating to defensive sectors. The real estate sector has done very well. REIT's trade with the state of the economy and are affected by interest rates. The sector is more co-related to the business cycle. It typically does well until September but the upside this time may not last until then.

(A Top Pick Mar 30/21, Down 3%) He lightened up on price strength. Market worries about renovictions. 17.5% discount to NAV, an opportunity to buy at these levels.

The rails have pulled back recently over worries of Q1 earnings, but CNE positioned very well in cars, grains and oil/gas. He prefers CP, given their Kansas City acquisition which gives them that north-south network. But CP and CNR will move in tandem. The rails are benefiting from the trucking shortage and emissions concerns. A…

Last week, they reported strong organic growth across all regions. They will benefit from the infrastructure build next year in the US. Have a great balance sheet and will make more acquisitions. Strong organic growth too. (Analysts’ price target is $175.00)

As a short term trader, maybe, but this trade is already in the market. Global spending on defence will be going up so you could buy the dips. Start looking at it 10% lower.

Best in class operator. Railway business under pressure given supply chain concerns, however not a major worry. Long term - company is lifeblood of Canadian economy. Continues to be one of largest holdings in portfolio. Well managed company that expects to continue to preform well.

You can pick away at the airlines, but there are cost pressures like labour and fuel. The demand for summer travel will offset that with consumer spending their excess cash on experiences. Buy a bit now then maybe add more in June or July.

Recent earnings very strong. Management navigating supply issues well. Stock trading multiples and active share buybacks. Modelling 92% EPS growth rate. Balance sheet has a fair amount of debt.

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.…

Privacy concerns will be headwind for the company. Recent earnings miss by YouTube a concern. Current trading multiples presenting a good buying opportunity. Presence of company in all aspects of daily life mean company has lots of paths to make money. Expecting company to be a good long time hold.

a record backlog. expect a much better year ahead. will benefit from war Now is a good time to buy this. turnaround plan. This will pay a good return in coming years.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has done a round trip over the last year Double digit top-line growth rate that is expected to grow in 2022. Gross margins are in the 60% range. Balance sheet is also strong. The focus on supply chains will be good for the company. Earnings…

(A Top Pick May 12/21, Down 40%) Guidance predicted difficulties going forward. High multiple stock that fell. 16x earnings, below intrinsic value. He'd buy here. EBITDA margins between 45-50%, great balance sheet, lots of cash. Second largest player in digital ads. Lots of chances for monetization. Major headwind is inability to buy anything big. Organic…

A brave choice, as it's on the SaaS side. So much value here. A leader in workflow automation and machine learning. CEO is a driven management guy. Buy in thirds here at $414, 400, and 390. 12-month target of $650. No dividend. (Analysts’ price target is $648.60)

(A Top Pick May 19/21, Down 1%) Improvement in cross-border transactions should pick up. Ukraine conflict poses a risk to European spending. Covid drag in China will also end at some point.

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

EWZ is large cap Brazil. Likes it. There are some political issues and bad news that represents where the stocks are undervalued. Prefers FLBR which is a low cost solution with mid and small caps.

Likes medical devices and health area as society ages. Would buy during a correcting. US and Europe have good healthcare stocks.

Not yet. Investors can re-balance their portfolios. If you aimed for one percentage of equities and another for bonds, you can move money to maintain that balance. That is one of the most prudent things people can do. The bottoms are not in yet.

(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.