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

It continues to re-invent itself and now is a good time to buy.

Owns shares for past 5 years.Move to cashless society good for business.Recovery in global travel helping with revenue.Good business for long term shareholders.Expecting double digit earnings growth.Current share price not cheap.Excellent management team.

8%+ dividend yield due to covered calls. When rates start turning down, these names will benefit and move higher. 71 bps, more expensive than average. Great for income, nice payment as you wait for the turnaround.

(A Top Pick Dec 04/18, Up 2%) Safety play. A place to park cash. Never touches a GIC, because they're not liquid.

An offshoot of VIG (US dollar version). Holds a basket of rising dividends over the past 10 years, like JNJ and Visa. Important to invest in rising, not static dividends as interest rates rise. Pays a 2.2% dividend yield. This remains good. For more growth though lower dividends, look at VVL. Consider taxation in a…

(A Top Pick Jun 26/23, Up 2%) Boring is good and now is not a good time to hold a lot of beta. It's rangebound with a $78 ceiling. Staples do okay in the summer. Will sell it in the fall.

Above $35, has sold all exposure to AMLP. Closer to $30, it is a good place to enter for a trade. Probably will do well buying dips and selling rallies in the near term. Maximum upside is probably $40. Long term, there are some challenges.

Likes the sector now. Delinquencies have been confined to office real estate, and we're near the end of interest rate hikes.

The recent inflows into healthcare are based on the new diet drugs like Ozempic. Novo Nordisk and Eli Lilly have benefitted from this trend. These diet drugs are the AI equivalent in healthcare, are blockbusters. 

Current share price very cheap.Earnings reasonable.Attractive given valuation at this time.New CEO has been under pressure to prove results to investors.~5% dividend relatively safe.Would buy a small amount at this price. 

Great business, unique. Very profitable, very high ROE and growth. Growing pains include needing more capital. Hiccup spooked investors. Will take a few more quarters to soothe the market that no skeletons remain. Pretty good value here.

Not a good investment for short term speculation.Is very hard to time market for traders.Good for long term holders.

He's no trader, but a long-term investor. Perhaps the best of the Canadian banks, which are hated now because bonds are safer and pay high yields. This will change. Eventually, people will see that banks offer growth and pay dividends. 

Increase in catastrophic losses means most insurers are suffering this year. For P&C insurers, bad news is good news, as they just raise prices. Great capital allocators. Raise dividends. Favour profits over market share, so divesting unprofitable businesses. Spectacularly well run. Free cashflow machine. Yield is 3.28%. (Analysts’ price target is $125.32)

The market has punished it too much. It is in the residential rental sector in the U.S., especially in the sun belt. The rentals are affordable and appeal especially to the 35 to 44 year old demographic who want to rent good homes rather than buy. The share price is at a 40% discount to…

(A Top Pick Dec 05/18, Up 45%) It's a Blackstone-sponsored company that bought a bunch of single-family homes and rent them out. Blackstone IPO'd this and sold it in tranches over time. Now, the stock has legs and doesn't need the parent's support. They rent to tenants and are adding ancillary businesses, like pet services…

The largest US office REIT. Used to own it, still likes it alot for owning specialized spaces, like labs for biotechs. But this niche has problems, lacking IPOs and new companies. Is down 20% YTD.

He does not own this one, despite the earnings metrics looking solid and there is no net debt. They missed on a recent quarterly earning, but not a bid deal. They are trading at 7 times cash flow and 7 times EBITDA. He would like to see the ROE improve a bit. Price momentum has…

Kudos to the new executive at delevering and cleaning things up. Inexpensive valuation. Still a lot of debt. A turnaround story. 3% of your portfolio is a bit heavy. Add some diversity. Had a great move. Be cautious.

(A Top Pick Sep 08/22, Down 7%) Likes the diversified business model. Leader. Decent valuation at 19x forward PE, with 12% earnings growth. Past year has seen a rotation out of managed care into more exciting pharma names. Stable revenues, downturn-resilient. Aging US demographics will benefit.

(A Top Pick Dec 03/18, Up 47%) Celgene had made a number of mis-steps, including management applying for multiple FDA approvals. One thing he really liked about the acquisition was the price it was bought. The acquisition by BMY helped them diversify and it seems to be going well.

PFE vs. MRK Benefitted from Covid vaccines. Patent expirations in a couple of years. How will they continue to grow? Company is confident in acquisitions and internal R&D. She's looking at it, no decision yet. Cheap multiple, attractive yield. More of a deep value play.MRK's done relatively better. Drugs going off patent also, but pipeline…

Quality franchise.Buy when share price low.Believes better names to invest in.

PFE vs. MRK Benefitted from Covid vaccines. Patent expirations in a couple of years. How will they continue to grow? Company is confident in acquisitions and internal R&D. She's looking at it, no decision yet. Cheap multiple, attractive yield. More of a deep value play.MRK's done relatively better. Drugs going off patent also, but pipeline…

End product is desirable, but supply chains have really hurt it. Reported this morning, and the market is cheering that news. High-risk name. Not for the faint of heart, but perhaps it's turned a corner.

At this late stage, there won't be another offer, so you'll have to be happy with $13. Should have received a much higher price. Asbestos litigation costs did them in.

(A Top Pick Jun 02/20, Up 26%) A Japanese company, a leader in test equipment. They are incredibly well positioned without a lot of competition. A global leader. They have zero debt.

It is an interesting business. It is specialty pharmacies. They do medication for long term care facilities. They have an interesting pouch technology. They had quite a significant debt load and made a big dent in it when they sold their surgical business. They are trying to pick up new contracts. He has owned it…

(A Top Pick Feb 01/22, Up 12%) Well-run and positioned to offer e-charging stations given all their stations and locations. Well-financed. Still has a little more upside.

Prospects depend on commodity price. Her energy exposure is through pipeline stocks, whose cashflow is more defensive than that of a producer. For yield, go to the pipelines. ESG is a headwind to producers in general.