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

Hit by the pandemic, but Disney Plus did well through the crisis. Huge content library that they can stream. A reopening play on the parks, plus the new growth path of streaming. Positive future growth prospects. No dividend. (Analysts’ price target is $204.86)

They produce medical devices for hips, knees, hands and ankles. Elective surgeries are coming back after pandemic lockdowns. SYK's medical products reduce medical stays and drug use, which benefits American hospitals and patients. Again demographics are another tailwind. He expects good growth. SYK holds a lot of fresh cash to pay debt and the dividend.…

Meat segment has been doing well. Plant segment is a new and emerging area, and is #2 in NA. Trades at a significant discount to peers. Could easily be worth more than $40 a share. Yield is 2.62%. (Analysts’ price target is $35.19)

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.

It's still worth buying home improvement stocks like this despite a big run-up. People will continue to spend on their homes, seeing it as an investment, not as an expense. In any home boom, like now, people spend on home improvement. Also, we're entering gardening season.

Looking at US banks, their read through is very good. Loan loss reversals, investment banking is doing well. TD will benefit from this as well. All Canadian banks look good here. It is trading at a premium right now. Likes BMO more.

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.

Ultimately, when yields rise, income goes up. How much will yields go up? The global economy cannot handle higher interest rates. Insurance companies are doing better, but he does not expect it to last beyond the next 6 months.

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.

He likes its valuation and its concentration in the GTA, its largest market. Immigration and foreign students returning will drive growth. During Covid, millennials returned home, but after mass vaccinations, this cohort will return to the apartment market and create a bounceback. CAP REIT will definitely benefit from this pent-up demand. He sees a lot…

CP rail still moves a fair bit of thermal coal, which is decreasing. CNR gets more of its revenue from metallurgical coal, which is increasing. Both provide only a small portion of revenues. They also move chemicals, lumber, autos. If you're betting on worldwide economic recovery for many years, as he is, you have to…

Have been adding to it since last June. Grows by acquisitions and organic growth. Global in nature. Latest acquisition was in environmental design and consulting firm which will have good growth. The balance sheet remains solid and allows for more acquisitions. Half of the business is in infrastructure and could benefit from Biden's infrastructure plan.…

The defence contractor makes up 1/3 of business. The commercial aerospace side is 2/3 of their business which has suffered through 2020. Order books are filling up and things are changing. Priced very attractively right now. Should make $5.50-$6.00 per share. Dividends and buy backs should increase. A good industrial reopening trade. (Analysts’ price target…

CP rail still moves a fair bit of thermal coal, which is decreasing. CNR gets more of its revenue from metallurgical coal, which is increasing. Both provide only a small portion of revenues. They also move chemicals, lumber, autos. If you're betting on worldwide economic recovery for many years, as he is, you have to…

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Still a buy for new investors seeking a recovery play. The recent news about the government deal does not necessarily add reason to buy more. The potential target price is at $40 over two to three years. Enter around $26.50. Unlock Premium - Try 5i Free

Allan Tong’s Discover Picks In terms of performance, ATS stock has beaten its last four quarter handily. Automation stocks are on the rise. It reported its Q3 in early February: EBITDA almost doubled from $26.8 million to $49.7 million as orders leapt 19% year-over-year. Year-to-date, ATS has soared over 21% while the TSX has risen…

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…

(A Top Pick Aug 06/20, Up 49%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GM is progressing well. We recommend trailing up the stop (from $1800) to $2000. This would all but guarantee a minimum return on investment of 33%.

A world leader in designing antenna for phones. Samsung is a major client. BYL is riding a wave of huge infrastructure spending needed for 5G. Their growth hit an air pocket during Covid when telco infrastructure spending slowed down. 2021 should be the turnaround year when that spending resumes. BYL also lowered their high debt…

This is like SHOP-T. It is pricey and the market has high-expectations. There will be some structural spend but it may not be enough to justify the PE. There will be difficult comparisons to last year, a banner year.

(A Top Pick May 12/20, Up 49%) Of the megacap tech stocks, this is the cheapest at 25x earning with growth around 10-15%. Has a great base. The controversy will continue, but Democrats and Republicans hate FB for opposite reasons--which is the sweet spot.

Develops cloud computing platforms to manage data flow. Got expensive, but beat top and bottom lines in January and increased guidance. Good execution by management. He took profits, but then added last week around $475. Price target of $593.

Second largest global payments system after Visa. Taps into a more normal economic backdrop and especially lucrative travel transactions. Long growth runway of moving from cash to digital. Annualized revenue growth should grow to 17%. Yield is 0.47%. (Analysts’ price target is $392.65)

Generally, likes the emerging markets. They'll lead the way in the vaccine recovery, and benefit from a weaker US dollar. Its largest weighting is in China, with lots of very strong tech names. EM is probably underowned right now. A good hold for the next 2-3 years.

Brazil is the one country with a growing PMI. This economy could do very well.

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.