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

Netflix will survive but  Disney is their biggest competition in streaming. But Disney offers strong content, including Star Wars. Also, their amusement parks will continue to do well. Disney bought Fox, and though some of those shows haven't done well, Fox will recover. Also, Disney has a great brand name.

(A Top Pick Jan 04/19, Up 21%) The best, most innovative medical device company around. It's come off its highs recently as it acquired a spinal business, but it has room to run. It's long grown its earnings for many years. They excel at buying small companies specializing in hips, knees and spines.

3-year hold? Pays a good yield. They're trying to grow through technology and shifting from animal protein to plant--but all this costs a lot of money. They doubled their EBITDA margins from 2006-on, but are trying to reduce those margins. With their strong brand, they could develop some fine plant-based products. A good opportunity here.

The biggest U.S. home builder that's acquired other hold builders. They operate mostly in the U.S. south (west and east). Trades at 7x earnings and below book value. Cheap. (Analysts’ price target is $57.10)

She would consider buying both. LOW-N brought in a new management team with a lot of self-help initiatives to closed the gap, but HD-N has also been very strong and both are a home-run in the area. The recession just keeps getting pushed out

As an income stock It's been sideways. He feels neutral about TD either way. For income, you can stay with TD is you possess strong risk management skills.

He owned it for many years until interest rates started to rise. The whole group has done poorly over the last 60 days. More natural catastrophes mean insurance companies have a 'hard market' and can increase fees over that of claims.

Insurance and hedge businesses lead to some volatility in earnings. The chart doesn't show much, neutral, and doesn't indicate much opportunity. Can't see it going up or down. It's stuck in a range.

Seasonal period from April to November. People usually buy REITs for the yield, so it's fine to hold. If you want a faster racehorse, perhaps sell it for something with a higher beta.

Canadian REITs have done very well in recent years. He's waiting for a pullback to buy more. These names have so much growth embedded, because of the turnover of the apartments they hold. True, the valuation looks high, but their growth is strong. You gotta pull the trigger and own it.

CP-T vs. CNR-T. CP-T was at $220 in 2014 and broke out from there last year. It consolidated for 5 years. This is a great way to participate in economic growth.

He owns this and has recommended it in the past. There are rumours there may be a large merger coming for them. He will continue to hold it from here. They have historically taken mergers in the past and tucked them in an accreative way.

US defence stocks have performed well, but will this continue? This chart wants to break-out and could happen if Trump is re-elected. A large, liquid defence name is worth owning. Don't wait for the UTC merger to happen to step in.

CP-T vs. CNR-T. CP-T was at $220 in 2014 and broke out from there last year. It consolidated for 5 years. This is a great way to participate in economic growth.

An opportunity to buy during the coronavirus scare? AC is trading near 52-week highs, trading at 4x EBITDA vs. American peers at 6x--that's a valuation discount. AC is bringing down costs and streamlining, which are the right things to do that will benefit the stock for years. So, buy on any weakness like now.

(A Top Pick Feb 27/19, Down 6%) They're hurt by weakening European growth. He's not super-worried though, but has trimmed his position. He's bullish about the automation sector in general, so he's staying in ATS. Automation will be key in the future. Expect a few bumpy quarters.

A cloud management company. They manage a company's cloud storage and inputs. They are able to manage costs well and add value to the operations. They have a great balance sheet. They have 20% plus growth for a number of years. (Analysts’ price target is $24.10)

Google is still expanding their tech into our daily lives, globally. They have a great growth runway ahead.

The chart is the slope of no hope. Its struggle is that big telcos are building 5G networks even though Baylin is trying to supply attenae.

They had a significant break out last quarter. It is supply chain management software. He likes their global clients. The last quarter was spectacular. Another quarter like that and people will really pay attention. (Analysts’ price target is $110.33)

He likes tech, but once you get into content, it gets risky (regulatory risk), unlike Amazon and Apple.

(A Top Pick Feb 07/19, Up 35%) He sold last summer because there was too much volatility. It trades at 100 times earnings. It is a great business but had a bit of a pull back over the summer. He has stop losses on all his holdings. It is a great company but he had…

It is difficult to have a view of a 12 months period but this is a core holding of his. It is relatively expensive and relatively extended. It has an extremely high return on equity, no net debt and they are buying back shares.

This is big-cap China, Taiwan and Korea. Tencent, Alibaba and Samsung are in this fund. This is where he sees growth in the future. It is very volatile from time to time but it's not as volatile as it seems. Yield is 2.85%.

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

He likes medical devices a lot. The ETF looks good with reasonable MER. Once the rhetoric from the presidential campaign subsides, it’ll probably have more smooth sailing.

A 60-40 portfolio. They are theoretically designed to provide a 7% total return. He would recommend investors to look at portfolio returns as a whole. Capital gains is also a component of an investment strategy.

(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.