23 Stock Top Picks and 7 ETF (Nov 30 Dec 6)
This week there were 23 Top Picks and 7 ETF in a wide range of industries: Technology, ETF, Financials, Healthcare, Industrials, Consumer and Energy.
Here are this week’s Top Picks as selected by: David Cockfield, Steven Ko, Paul Macdonald, Stephen Takacsy, John Hood, Brian Madden, Lorne Steinberg, Joshua Varghese, Stan Wong and Cameron Hurst
💻 Technology
Opinion about AAPL: Had a very good quarter. Chinese sales are rebounding, up 28%, services hit a new record, gross margins at 49.3% and a $100…
Stockchase 
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…
Stockchase 💹 ETF
BMO Covereld Call Utilities ETF (ZWU-T)
Opinion about ZWU.TO: Go all in for an RRSP? Going all in on any one sector is a bit extreme. If we get into higher-than-expected inflation,…
Stockchase iShares DEX Floating Rate ETF (XFR-T)
Opinion about XFR.TO: DEX Floating Rate ETF (XFR-T) or Vanguard Cdn. Aggregate Bond ETF (VAB-T)? If interest rates rise, which would you Buy? The…
Stockchase Vanguard US Dividend Appreciation Index ETF (VGG-T)
Opinion about VGG.TO: An offshoot of VIG (US dollar version). Holds a basket of rising dividends over the past 10 years, like JNJ and Visa. Important…
Stockchase SPDR Consumer Staples ETF (XLP-N)
Opinion about XLP: (A Top Pick May 05/21, Up 10%) Not a sector to be in right now, but put it on the back burner. If it starts to outperform in…
Stockchase 
Opinion about AMLP: The master limited partnership trust. The yields are very high because they pay all the yields of the holdings out. We will be…
Stockchase The Real Estate Select Sector SPDR Fund (XLRE-US)
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%
Stockchase SPDR Health Care E.T.F. (XLV-N)
Opinion about XLV: She hopes healthcare picks up in the second half. She feels we're in late cycle where staples and utilities are expensive, but…
Stockchase 🏛 Financials
Opinion about BNS.TO: If you own it, keep it; it'll be fine for the long term. Reported this week; lower-quality beat because it was on the backs of…
Stockchase 
Opinion about TSU.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research EPS of 65c matched estimates; Revenue of $772M was nicely…
Stockchase Invesco QQQ Trust, Series 1 (QQQ-US)
Opinion about QQQ: QQQ vs. XQQ NASDAQ is primarily tech companies, and you pay up for that. Growth rate for a lot of those companies is strong. But…
Stockchase 
Opinion about RY.TO: Revenues went up last quarter, but so did costs. Needs better loan growth to hit ROE targets. Shines in asset management and…
Stockchase 
Opinion about ALL: Share count keeps falling. Massive free cashflow, 12x earnings, dividend growth well above average. Premier company in their…
Stockchase 
Opinion about TCN.TO: (A Top Pick Jun 25/20, Up 50%) He would buy it again. It is one of the largest holdings in his fund today. The company focuses…
Stockchase 
Opinion about INVH: A sub-sector he likes in the U.S. are single-family homes. Institutional investors bought up distressed homes during the…
Stockchase Alexandria Real Estate Equities (ARE-N)
Opinion about ARE: They specialize in technology and life-sciences clusters. Their tenants will be repatriation cash, so ARE's partnership with these…
Stockchase 👨⚕️ Healthcare
Opinion about CRH.TO: Has been looking at this for over 2 years, and met management repeatedly. Was aware of the Short attack circulating this…
Stockchase Bausch Health Companies Inc (BHC-T)
Opinion about BHC.TO: He likes it because nobody likes it. It is former Valiant Pharmaceuticals and trades at 6 times cash-flow. He encourages…
Stockchase UnitedHealth Group Inc (UNH-N)
Opinion about UNH: Pharmacy benefits managers starting to do a bit better. Berkshire getting involved is a positive. US health insurance still a…
Stockchase 
Opinion about CELG: They have a good cash float, which will lead to a share buyback, he feels. He sees resistance at $90-$100, which will be tough to…
Stockchase 
Opinion about MRK: (A Top Pick Sep 02/25, Up 9.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MRK is progressing well. To…
Stockchase Koninklijke Philips Electronics (PHG-N)
Opinion about PHG: If you're in it, consider a longer term hold. If you don't have the patience for the headline risk, sell and move on. Lawsuit…
Stockchase 
Opinion about PFE: Pays a 6.9% dividend. The Covid vaccine days are long gone, so shares have been stuck around $25 for months. So, you still get a…
Stockchase 🚚 Industrials
New Flyer Industries Inc (NFI-T)
Opinion about NFI.TO: Too volatile for her. Stay away. Ranks 1/10 on value. Upside to street's price target only 1.5%, so risk/reward is just not there.
Stockchase 
Opinion about VLN.TO: World leaders in nuclear valves. Has become more shareholder friendly, focusing on higher margins and more profitable areas.…
Stockchase 
Opinion about 6859.T: Global Japanese company. Makes equipment to test environmental equipment. Growing revenues around 10% a year, and bottom line…
Stockchase 🛍 Consumer
Opinion about CHH.TO: One of Canada's largest distributors of medication to seniors' residences. They will announce they are selling non-core assets.…
Stockchase Alimentation Couche-Tard (B)(ATD.B-T)
Opinion about ATD.B.TO: Well run. Collapsing of dual class structure is a positive. Tremendous growth opportunities internationally. Getting pricey…
Stockchase ⚡ Energy
Opinion about SU.TO: Up 134%. Hold? Sell? Definitely continue to hold. Still sees quite a bit of upside. Has done quite well this year, after having…
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