23 Stock Top Picks and 7 ETF (Nov 30 Dec 6)

This year will be flat, but beyond that 13% annual compounded growth is expected. They were hurt last quarter because of tariffs and China. They are becoming more of a services company. Trades at a reasonable multiple. Good dividend. (Greg Newman)

Visa vs. Mastercard He's owned both for 10 years. Now, Visa is slightly cheaper, but neither are cheap. 24x earnings for both. But growth is also high in the high-teens. PEG ratio is 1.3 for both. You can't go wrong with either. (Don Lato)

It does not pass the screen of green. He would have a problem with it over the long term. Traditional utilities, pipelines etc. So over the next 10-20 years the pipelines may turn out to be stranded assets. YLCO-N is a green utilities alternative to ZWU but in the US. (Tim Nash)

This protects against interest rate volatility. It's awkard for retail investors to buy bonds directly, but you can buy them this way. It's safety. You park your money here. Low MER. (John Hood)

With this, you get American stocks whose dividends have been increasing for the past 10 years. So this value-oriented, getting Pepsi and McDonald's instead of tech. (John Hood)

Expense ratio is 13 basis points. This is a defensive space. Basket of consumer staples. Late in the cycle, you still need tooth paste, you still need the toilet paper, your groceries. Low beta. He is 17-18% in the defensive space but that is climbing. (Stan Wong)

He likes the the oil midstreamers. This trades sideways but you get a high single-digit yield. They have the pricing power with pipeline constraints and rising oil prices. (Cameron Hurst)

Interest rates are stabilizing in Canada and US, which benefits real estate and XLRE. If we're going into recession, focus on multi-family and data centres, and this ETF focuses on those defensive real estate areas. (Cameron Hurst)

Buying beta. Can drop with the market but high quality market exposure. Tends to have high cash flow, large cap, robust companies, well diversified. Yield 1.6%. (Cameron Hurst)

Often the worst bank one year does the best the next. BNS is 50% Canada and 50% foreign operations. (Analysts’ price target is $79.17) (Bruce Campbell (1))

A spin-off of Brookfield Asset Management. For every 170 shares of BAM-T one owned, they received one share of TSU-T. They underwrite smaller BTB insurance. They can sell-off re-insurance for a recurring fee stream in the US – a process called “fronting”. On paper it looks like they operate at a loss, but it will…

Not for everyone, because it covers the tech sector which has been beaten until valuations are now reasonable. It holds 10% Apple, 10% Amazon and some Facebook. If you're aggressive and like tech, this is the place to go. (John Hood)

The Canadian banks' multiples have contracted and now look attractive. RY grew their earnings 17% last year and the stock is up only 1%. They had that weird Q4 quarter, but they saw decent loan growth. They increased their dividend 9% and grown their book value. Payout ratio is 45%. They can increase their dividend…

Premier property casualty company in North America. Free cash flow machine for years. Mid-high single digit dividend increases every year. Aggressive share buybacks. Shares are cheap at 9x earnings. Compelling. Yield is 2.1%. (Analysts’ price target is $105.06) (Lorne Steinberg)

He tried trading this, but missed it. This is rangebound between $9.75-11.70. Right now it's at the top. Doesn't know if it will break higher. It will break on really exciting news, and volume will give you a clue. (Keith Richards)

An owner of single-family rental homes in the US – they also provide rental services to owners. They have integrated technology into smart home systems as an add-on. It trades at a big discount to its NAV. Yield 2%. (Analysts’ price target is $25.50) (Joshua Varghese)

The entry point is great right now. They look to double their revenues by 2022 from $900 million today. They have a great balance sheet and management team. They hold assets in all the major US campuses. They are the curators of new biotech and big pharma real estate start-ups on and near these campuses.…

It's trending along now. Not worried about it. It'll be rangebound; it's currently right in the middle of this channel. Breaking below the range would be negative. (Elliott Fishman)

He likes it because nobody likes it. It is former Valiant Pharmaceuticals and trades at 6 times cash-flow. He encourages investors to look beyond its checkered past. It has high quality recurring cash-flows in the contact lens division. Every division is growing organically. It does have a high debt load, but the trajectory of cash…

Just tested the 50- and 100-week moving averages--and hasn't broken them. It's still cheap after selling off, building a base and is now moving up. (Elliott Fishman)

(A Top Pick Mar 20/18, Down 0.2%) It was one of his hopes in the medical area for great growth. They are being acquired. He is going to keep holding it. (Bruce Murray)

Merck vs. Pfizer Two large pharma companies that are treading water. A lot of the drugs they develop are coming off patent. You must look at their pipelines, with Merck doing very well while Pfizer has some good franchises, like Lipitor. Merck likely has the better pipeline. Neither has enough revenue growth or cash flow…

Used to be in lighting. Now a premier provider of healthcare technology. Incredibly innovative, growing earnings at 15% rate. One of few great European tech companies. After restructuring, firing on all cylinders, and it's cheap. Yield is 2.5%. (Analysts’ price target is $46.63) (Lorne Steinberg)

He likes this group and PFE is one of the few that has tested support lines. This has big potential to return to the mid/high-$40s soon. He likes it here. (Elliott Fishman)

It was a darling for a while, and is now off quite a bit (it's halved to $30). They make buses, so once you sell them, you must wait for cities to order more. They need to show one or two quarters of growth for this to rise to the high-$30s. (Bruce Campbell (1))

They are struggling. In January, profit was down 79% even though sales were up 10%. Earnings estimates are expected to improve this year but still be a negative. (Robert McWhirter)

Global Japanese company. Makes equipment to test environmental equipment. Growing revenues around 10% a year, and bottom line by 10-15% a year. On sale. Lots of cash. Amazingly cheap and unique. Yield is 3.1%. (Analysts’ price target is $2800.00) (Lorne Steinberg)

It will be the turnaround story for 2019. They are cutting costs in the pharma business. They have these surgery clinics that are up for sale. The market is speculating that they will get a really good price for them. They will pay down most of their debt. They may become more of a takeover…

They have been one of the best growth by acquisition company in Canada. It is leveraged but they have been buying $500 million every quarter. At this pace they will have lots of cash to play around with in 2-3 years. Convenience store purchases are uninterruptible. One of the better managed companies in Canada. (Chris…

It has support around $38, and recently broke a neckline on the way up. Generally, you can't predict commodities, but oil should remain bullish for the next month or two. (Keith Richards)