This week there were 23 Top Picks and 5 ETF in a wide range of industries: Consumer, Financials, Industrials, Technology and ETF.
Here are this week’s Top Picks as selected by: Bruce Campbell, Chris Stuchberr, John O´Connell, Hap (Robert) Sn, Gerard Ferguson, Colin Stewart, Gordon Reid, Cameron Hurst, Terry Shaunessy and David Burrows.
Allan Tong’s Discover Picks Disney, on the other hand, is more diverse. Shutdowns of its theme parks and cruise line hurt their bottom line, but their streaming service keeps knocking it out of the park and will make up that shortfall. Also, the House of the Mouse will raise subscription fees in the new year.…
(A Top Pick Dec 19/19, Up 15%) Medical healthcare. Great demographics, knee, hip, and spine replacements. Important to quality of life. Stock fell in March when elective surgeries were cancelled, but they're coming back. Would buy it here.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock has shown some weakness recently, but there has been no negative news. The stock is still up year to date and ahead of the tsx average. Unlock Premium - Try 5i Free
He predicts a good report next week, but it won't matter. Will the vaccines cease the flight to the suburbs and hurt this stock? The homebuilder stocks will do well post-Covid, because interest rates are so low, so people will keep buying homes. Unlikely that the Fed will raise rates anytime soon.
Dominant in its category. Will be able to do at-home delivery. Ahead of the curve. Benefiting from downfall of Pier 1 and others. Big and getting bigger. Yield is 2.27%. (Analysts’ price target is $303.05)
Canadian banks are under huge pressure with rates so low. Possible that rates go negative next year, and that's a tax on fixed income. One of Canada's strongest banks, along with Royal. They'll figure out a way to make money, no matter what the environment.
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.
He really has to like it. It got pummelled in the COVID melt-down and since then it has been working in a rough sideways direction, but it is way below its normal valuations standards while the earnings forecasts have bounced back powerfully. It will also help if interest rates go up. He thinks this stock…
We've seen the bounce from March 23, but they haven't performed well since then. There's lack of visibility on the future. Until we get past Covid, it's not his favourite sector. It has structural headwinds against it. People are out of work, and we haven't had the wave of bankruptcies yet. Better places to look.
Inventory of buildings is way undervalued by the market. Rent is a sensible alternative in places like Toronto. Nice dividend. Terrific holding. Yield is 2.75%. (Analysts’ price target is $56.65)
Do a stop loss? CP has a better operating ratio, so he owns that instead. CP also has more exposure to commodities. Both have enjoyed good numbers last quarter and both trade at a decent PE. But headwinds: a possible slowdown in the global economy, and CN has more issues in the intermodal freight they…
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Their latest acquisition was viewed positively by investors. The GIC backing and ESG shift is also positive. A good long term hold. Unlock Premium - Try 5i Free
His favourite in the industrial space is Raytheon, in aerospace and defence. RTX is undervalued and should do well.
CP has a better operating ratio, so he owns that instead. CP also has more exposure to commodities. Both have enjoyed good numbers last quarter and both trade at a decent PE. But headwinds: a possible slowdown in the global economy, and CN has more issues in the intermodal. He's neutral about CNR. (He doesn't…
Creating a huge base since last year. Has moved since vaccine announcements. Bumpy ride ahead. Two years forward, it will continue to recover as business activity normalizes. For the higher octane part of your portfolio. Be patient, and it should do well.
Very interesting opportunity. Automating production in healthcare and battery production. World is looking to lower costs and bring some processes onshore. Backlog is growing. Right place at right time. Stock's unreasonably down 20% this year. Great management executing well. No dividend. (Analysts’ price target is $25.50)
A cloud-based mobile collaboration platform with a cybersecurity overlay. It trades at only 25x 2021 earnings. Activist investors were agitating for change until they reached an agreement with Box's managers. Since March, both sides have bolstered margins and growth. Thes tock is up 70% since April. Tomorrow, it unveils new products and services. Overlooked by…
Revenue growth will continue to be strong. Will benefit from more and more digital advertising. If he had to choose this or Facebook, he'd choose FB, but it's close.
(A Top Pick Sep 10/19, Down 17%) They got hurt late 2019 because of delayed capex by the US telcos like AT&T. But they are now spending on the 5G network. Has large exposure to Asia, sot hey got hit hard in Q1. Business though is recovering in cell phones in Asia and elsewhere, and…
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Blue Yonder that has a suit against the company is pointing to only $20 million in lost sales. With an annual revenue of $200M, it is not particularly material. There is not too much concern with this news. Unlock Premium - Try 5i Free
The numbers are great, but the numbers are down because of politics. Don't worry about that. Still good.
Cloud stocks are recovering after dipping in the wake of vaccine announcements last month. When SN reported in late October the stock got slammed though it has performed well YTD. The outlook into 2021 looks good.
(A Top Pick Oct 08/19, Up 60%) They have really done well expanding their card-based usage throughout the world. We are in a world that is moving from cash to cashless. No one has found a way to disrupt them. Their network gets used more and more and cash flow goes back to shareholders.
(A Top Pick Jan 24/20, Up 12%) Owns a lot of this. Two-thirds of this are mega-cap Chinese and Korean stocks, including Alibaba, Tencent and Samsung which rank among the biggest in the world by market cap. Yet, they aren't in indexes like EAFE. Eventually he thinks these big names will be migrated into the…
This ETF has smashed it over the past 5 years. Medical devices are a hybrid of tech and healthcare, which he really likes. Problem is that market enthusiasm and growth are priced in here already (like the FAANGs). Take profits.
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.
Use this list wisely to identify buying opportunities.
Happy trading !!!