25 Stock Top Picks and 4 ETF (Jan 4-10)

Powerful competitor to INTC, but has struggled against NVDA because of their clunky software. Results yesterday disappointed. Well positioned, valuation not as stratospheric as NVDA's. Semis are under pressure, and a lot of people want part of the AI pie.

Having a decent day today in the face of tariff threat. One reason is that, if you look at its business, it's somewhat tariff-proof. Another reason is that money has to go somewhere. So if investors are net sellers on an impulse call, such as tariffs, where does that $$ go -- financials and healthcare…

(A Top Pick Dec 13/23, Up 9%) Corporate budgets under pressure has dampened spending. Backlog has remained very strong. Hasn't grown as strongly as some peers. Sitting just above his buy price at north of 20x; for new $$, wait for a better valuation.

Great company. Looking at the chart, big wall of resistance it just couldn't get through. Then it broke out. If you own it, hold. If it pulls back to the neckline, he'd be all over it.

(A Top Pick Jan 08/19, Up 13%) We are starting to see a bit of a recovery in the oil price and in the demand. This is an interesting company to watch.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research PXT is targeting average production of 45,000 boe/day in 2025. Capital expenditures will be $300M. Cash flow $445M and free cash flow $145M after dividends. This is essentially down a fraction from Q4 production results. The balance sheet is still strong and cash flow good.…

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. KEL has strong drilling activity and currently no debt. We have KEL in the growth model portfolio, and we like it for its diversification benefits, being in the oil and gas sector. It is a strong name with a good balance sheet and healthy profit…

A long-time holding and owns a lot of shares. The recent downturn is a result of the short-term traders after earnings. This is one to buy and hold long term, as you collect the dividend. They're unaffected by the price of oil and make their money like a toll as they transport oil.

ETF recommendation? There are a number of them out there. The ones he uses add diversification and are used primarily as a short term trading vehicle for him. He mostly uses SOXX, IGV and FDN.

(A Top Pick Jul 31/24, Up 2%) It is moving in a range. It is close enough to the bottom of the range and he is tight with discipline. If it breaks its support level and stays there for a number of days, then he will sell.

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.

(A Top Pick May 03/24, Up 4%) (Note the short timeframe.)  A defensive pick at the time. Sector did well until September, then started to break down. He sold. When the market's running hot, healthcare doesn't take off. Not now in a seasonally strong period.

It reports Tuesday. The CEO is an amazing salesman and he bets he will tell a good story that his movie chain is doing very well.

The price hikes must stop at the theme parks and focus on getting more people into them. It's good to hold now, because of the valuation and streaming is more profitable than it was projected a year ago.

Today they reported a strong earnings ebay. Corporate events are up 8%, showing that business travel is coming back. Shares jumped 10% today.

(A Top Pick Jul 18/22, Up 7%) Expecting further growth of travel.Poor winter conditions impacting share price.Very strong assets with best ski hills in the business.Strong free cash flow with steady dividend.Good value proposition with season's pass.Stock price currently undervalued - good time to buy. 

Ran into self-imposed issues surrounding communication involving capex spending. Plus "lost" a fashion season. Only retailer he's comfortable owning -- big US business, very successful online. Makes and sells its own products. Reduced his portfolio position on valuation, but a bright future.

Housing has a long way to go, but was up in Q4. She will take any improvement. They have very easy comps. 

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research RCL had a big quarter just announced, and of course has staged a huge recovery from the pandemic. Royal's expectation of a 3.5% yield gain in 2025 echoes robust onboard spending and strong demand for Europe and Alaska itineraries, with accelerated bookings in the last…

You'll be OK if you have your heart set on this one. He always prefers JPM.

Liked it below $65, but recently sold up in the mid-$70s. Looking to add back in, but it has to be sub-$70. Risk/reward here is merely neutral, so it's a hold.

The Brookfield stocks have done well recently. BAM can be decent for calls. You can sell the $60 call to April for $1.20; you're adding 2% yield and still leaving upside.

Canada has 6 banks and the US has 9,000. TD should have taken warnings from the US regulator more seriously, before the regulators clobbered them with that penalty. TD should have changed their board and CEO faster and sooner; the market was upset with the lack of action and punished shares. Buying TD now at…

It reports Monday. Since Verizon's report didn't stink, he expects AT&T to be fine.

(A Top Pick Jul 31/18, Up 10%) A core name, still likes it and they own it. Industrial gas company, everything from oxygen for hospital to hydrogen needed to refine oil. Made a major acquisition in the U.S in 2016, heavily weigthed to the U.S. Reports in Euros so it uses U.S dollar strength to…

Higher costs thwarted profitability. Move on.

(A Top Pick May 15/19, Up 134%) Capital discipline has been very strong. Assets have allowed company to do well through various pricing cycles. Excellent prospects going forward. Would recommend buying for the long term. Copper assets very high quality. Recent acquisition of shares has been good capital allocation. 

He was looking at defensive healthcare names to avoid threat of tariffs. This is one name to consider, reasonable valuation but good growth profile.

It has been in a trading pattern and has pulled back. Tariffs could be more troubling than the troubles it has had in the past years. It should have sold off more than it has considering the risk. Otherwise it is a solid business and doing well.