23 Stock Top Picks and 5 ETF (Feb 01-07)
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.
Integrated into movies, TV, streaming, toys, merchandise, theme parks. Excellent franchise value good for earning revenue. Large amounts of content already produced. Ad supported version of Disney Plus launching. Raising pricing next year will help bottom line. Current share price presenting good buying opportunity for investors.
Their valuation has declined. Their devices are used in revenue-generating procedures at hospitals, which is safe, even as the economy slows. Good outlook.
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.
Lennar and KB Homes They report Wednesday and he expects soft quarters. Mortgage rates are soaring so fast. However, these shares climbed today in a rough market, perhaps because investors feel that the Fed will hold off on rapid-fire rates after next Wednesday.
She's long both names, but their margins are getting squeezed. It's not an ideal place to be now. The backdrop are rising mortgage and interest rates. Mortgage rates just hit 7%.
TD has expanded its NIM in the US, so last quarter they benefited the most out of all the banks. Best in class. He's lightened up on financials. Valuations are compelling, but margin and loan growth will be stagnant. Banks don't do well in recessions. No tailwinds right now.
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.
It is great business and has made good private investments. The share price is very strong relative to the market.
(A Top Pick Mar 21/22, Down 8%) Top holding is AMT. Another big one is PSA. So its offerings are more specialties, which we don't have in Canada. Seasonality is March to September.
Stockchase Research Editor: Michael O'Reilly Rising interest rates have impacted the support for this REIT lately; however, given the demand for rental property the value looks good here making Canada's largest residential REIT a TOP PICK. Trading at 11x earnings and under book value, the yield looks supportable with a payout ratio under 40% of…
National transportation will remain strong. Legacy assets that are hard to replicate a strength for company. Would recommend buying.
WSP vs. Stantec She prefers WSP is solely in services and design consulting while Stantec has some construction operations. WSP grows organically and in buying companies including recent ones in the past year that have elevated their presence in the environmental and water sector and will be prominent. They have a good track record of…
Interesting company that has good balance in revenue models. Defense contracts will be valuable in today's uncertain world. Trading at a fair market multiple. Good time for investors to buy. Nature of business means long term payout of business contracts with the government.
recession proof? The KSU purchase is under review. If it is approved, it will benefit CP. Rails are more defensive within transportation (you can't easily build rails). Also, rails have been able to pass price increases through. She owns CN and CP.
Prospects for travel look good. Post Covid-19 will increase demand for travel. Company is good position to increase revenue. Fixed costs are a concern. Expect volatility on shares.
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Long-term demand for automation. Operates in a cyclical business. Heavier exposure to non-cyclical segments. Diverse supply base. Unlock Premium - Try 5i Free
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.…
As a 5-year hold Current growth estimates are 12% and 13% sales growth and 68% gross margins. 10% of their market cap is cash. There's a gap between between expectations between now and 2023. The price target is $143 based on 48 buys and three holds and no sells. Sentiment hasn't changed yet. Buy it…
His firm is second-largest shareholder. Leader in embedded devices, wireless antennae, infrastructure. A few speed bumps from pandemic. Contracts delayed. New CEO. Record backlog, margins improving. Undervalued.
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Consecutive quarterly revenue growth. Strong market position. Expanding into targeting the mid-market. Strong recent results and outlook for 2022.
Her time frame is very long and has held it for a long time (and bought at much cheaper). She remains bullish. Meta if fairly valued and generates a lot of cash. People are misreading Zuckerberg.
Actually, cloud stocks have held up relatively well compared to tech. In less than two months, shares have gone from $406 to $490, but remains over $200 from its peak. Business is good and NOW is actually profitable.
She owns Visa, but both are attractive because of the trend to digital payments--lots of runway here. Near-term, there's some regulatory overhang in the U.S. given both stocks being so dominant. If we fall into a recession, transaction volumes may soften, but both offer attractive long-term growth. Start to build positions on pullbacks, though not…
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.
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,…
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 !!!