24 Stock Top Picks and 3 ETF (Jan 11-17)
This week there were 24 Top Picks and 3 ETF in a wide range of industries: ETF, Financials, Technology, Healtcare, Consumer, Basic Materials, Industrials, Energy, Telecommunications and Utilities.
Here are this week’s Top Picks as selected by: David Cockfield, Fabrice Taylor, James Hodgins, Brooke Thackray, Michael Sprung, Ryan Bushell, Jaime Carrasco, Robert McWhirte, Michael Simpson and David Driscoll.
💹 ETF
BMO Low Volatility US Equity ETF (ZLU-T)
Opinion about ZLU.TO: Diversified. More on the consumer side of the market, so not as exposed to the trade wars. Yield is 1.73%.
BMO Low Volatility Cdn Eqty ETF (ZLB-T)
Opinion about ZLB.TO: His more conservative side. Low volatility stocks do very well when markets get dicey. It hasn’t been a bad ETF to be in…
iShares Russell 2000 ETF (IWM-N)
Opinion about IWM: 20% off all time share price high.Market rally will lift shares to new records. Small cap indexes presenting opportunity.Better…
🏛 Financials
Opinion about TD.TO: (A Top Pick Feb 12/25, Up 62%) Shows what sentiment can do to a stock. Multiple expansion has really driven the total return.…
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…
Opinion about MFC.TO: Doesn't own any of the lifecos. This name struggled for quite a while, but then broke out on strategic repositioning by…
Fairfax India Holdings Corp (FIH.U-T)
Opinion about FIH.U.TO: He thinks this company is a good stock and a well-run company, investing in infrastructure including the Bangor airport. This…
💻Technology
Opinion about SIM.V: They are building an integrated device allowing for two way talk within fleets. It has taken time for them to get all the…
👨⚕️Healtcare
Helius Medical Technologies (HSM-T)
Opinion about HSM.TO: Makes a medical device called the PONS, which appears to dramatically improve the results of therapy for people with brain…
Opinion about BDX: (A Top Pick Apr 21/20, Down 4%) Hurt during Covid by surgeries not being performed. Should have a strong 2021.
Opinion about DHR: Likes it and they have performed well in the past, but as of late DHR has seriously underperformed. He's getting restless.
🛍Consumer
Opinion about GCL.TO: Food distribution business. Restaurants and convenience stores. A bit of a turnaround story. 5.1% yield and generates a huge…
Opinion about TJX: (A Top Pick May 12/23, Up 24%) Discount clothing business that is performing well. Owns companies like Winners and HomeSense.…
🛢Basic Materials
Opinion about BTO.TO: Weakness in share price not a reflection of rising gold prices. Stock trading a multi-decade low. Cost issues, and inflation a…
Opinion about EMN: A really volatile name in some ways. Compared to other chemical companies, they have been pushing really hard to get into more of…
Opinion about NTR.TO: Lots of geopolitical things happening. When stock shot up from Russian invasion, sold some but still retains a 1/2-2/3…
Metalla Royalty & Streaming Ltd. (MTA-X)
Opinion about MTA.V: He bought the IPO because it's run by people he likes. Solid people. They just did a capital raise in December. It's an early…
🚚 Industrials
Opinion about CHR.TO: Allan Tong’s Discover Picks Bay Street is giving CHR stock the benefit of the doubt with six buys and no holds or sells. The…
Opinion about TLPFY: Call centres taking advantage of AI, so it's more efficient. On a growth path. They have earnings momentum, raised dividend 46%…
Opinion about NVEE: Technical consulting and engineering services. Stock fell, and expectation is that earnings will get back to where it justifies…
⚡ Energy
Leucrotta Exploration Inc. (LXE-X)
Opinion about LXE.V: He says they have assembled a good Monteney holding. The market is not including all the drill targets that he thinks exists.…
Opinion about TRP.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research TRP P/E at 19X compares with its 10-year range of 12 to…
Opinion about VET.TO: If you own, sell it and buy names like WCP, which pays a higher dividend. VET's bases are scattered around the world. VET poorly executes.
📱 Telecommunications
Rogers Communications (B) (RCI.B-T)
Opinion about RCI.B.TO: This year, money has rotated from telcos to cable companies like this one. Inferior network, both wireless and wired. Telcos'…
💡 Utilities
Opinion about NPI.TO: Cut dividend and guidance. Not a fan. Too much enthusiasm went into the renewable energy companies. In 2022 they all went up…
Opinion about EMA.TO: (A Top Pick Nov 07/23, Up 17.6%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with EMA has achieved its target…
Opinion about FTS.TO: Consistent and reliable. A quality utility, which are generally safe and slow. Expert opinions on Fortis Inc. (FTS.TO) — buy,…
