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

Opinion about DIS: Though a streamer like NFLX, they are in very different businesses. The opportunity in DIS is their succession plan which should…

Opinion about SYK: Good products, good reputation. Good long-term investment in the medical device area. If you own it, keep holding. Her exposure to…

Opinion about MFI.TO: Meat segment has been doing well. Plant segment is a new and emerging area, and is #2 in NA. Trades at a significant discount…

Opinion about LEN: Cash flow yield of 11% and strong technicals. Expert opinions on Lennar Corp. (LEN) — buy, sell, or hold ratings from Canadian and…

Opinion about HD: Was down 1% today. It needs deeper interest rate cuts than 25 points as announced today to get this stock rallying. The stock will…

Opinion about TD.TO: (A Top Pick Feb 12/25, Up 62%) Shows what sentiment can do to a stock. Multiple expansion has really driven the total return.…

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 FFH.TO: In the defensive part of Canadian financial services. Underwriting profitability consistently getting better, the core reason…

Opinion about XLRE-US: He likes the outside exposure to data centres and towers. This opens the door to participate in 5G. Yield 3.27%

Opinion about CAR.UN.TO: Owns it for income. Despite stock slide, demand for rental housing still outstrips supply. Government announced decreased…

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 WSP.TO: Core holding. Great executional track record with M&A and organic growth. CAGR of 20%. With the global trade war unleashed,…

Opinion about RTX: (A Top Pick Dec 14/23, Up 47%) Share had dipped because contaminants had gotten into a system, so he put during that momentary…

Opinion about CP.TO: He likes the rails. It's a high-quality industrial with huge barriers to entry. The KC merger gave it synergy. It trades at a…

Opinion about AC.TO: Stockchase Research Editor: Michael O'Reilly If you can wrap your head around buying at the time of a potential labour strike -…

Opinion about ATS.TO: AI is a really hot theme that's being chased. Operating fundamentals not as strong as he would have thought, in terms of profit…

Opinion about BOX: They manage Cloud content for Fortune 500 companies, like helping you look for specific data using AI. Big companies aren't hiring…

Opinion about GOOG: Thinks it'll be a winner. The Mag 7's are tired, but you need to have some exposure from a portfolio diversification perspective.

Opinion about BYL.TO: They make antennas for smartphones and other applications. Problem is that it's tough for them to make money. They buy a lot of…

Opinion about KXS.TO: Nice niche. SaaS in the cloud, but caters to supply chains with a rapid response platform. An example of SaaS that can…

Opinion about META: recent lawsuits Lawsuits take many years. They are a dominant platform that executes. Is watching it. He nearly bought it a few…

Opinion about NOW: Business software stocks have been hammered by the market feeling that they will taken over by AI, but we haven't seen this in the…

Opinion about MA: Yesterday off by 5.5%, and that's continuing today. Pretty big reversal from high of around $591. See how it plays out. Volume on…

Opinion about XEC.TO: (A Top Pick Feb 04/19, Up 4%) Correlated to the commodity play (and China). Likes it long term. China has been a crappy place…

Opinion about EWZ: (Top Pick May 3/17, Down 10%) His picks are always month by month. Brazil was moving nicely and then suddenly unpredicted…

Opinion about IHI: (A Top Pick Jul 11/18, Up 19%) A great example of demographic and diabetes trends that has created huge growth in demand. A sad,…

Opinion about XBAL.TO: You buy it once and you don't have to do anything else if you buy it in a registered account. You don't have to think. MER is…