25 Stock Top Picks and 4 ETF (Jan 4-10)
This week there were 25 Top Picks and 4 ETF in a wide range of industries: Technology, Energy, ETF, Consumer, Financials, Telecommunications, Basic Materials, Healtcare and Industrials.
Here are this week’s Top Picks as selected by: Jeff Parent B., Tim Regan, Barry Schwartz, Bruce Murray, Darren Sissons, Cameron Hurst, Brian Madden, Dennis da Silva, Christine Poole and Hap (Robert) Sn.
There's upside, though valuations are stretched. Technology going forward will be strong for semi makers like AMD. Growth outlook is positive. But wait for a slightly pullback in AMD.
V vs. MS Likes banking in general in the US as well as in Canada, because the economy is improving and this should improve net interest margins. She owns JPM instead of MS, as they've been very well run over time, gorgeous balance sheets, diversified, doing well in capital markets. She likes Visa as well.…
(A Top Pick Feb 26/20, Up 13%) He likes their business, though wouldn't add to it now. His buy price is $105. It has a global platform. They can buy back shares or companies. Organic growth had lagged, but in the last quarter picked up, given the backlog of work.
Likes assets, but not the setup for that size of company. How will they attract capital? Ability to do M&A is hampered. Two choices: higher dividend yield with lower growth, or consolidate with someone else. If oil goes higher, stock could take off. If not, it will be a parked car until a catalyst.
(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.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. One of their favourites in the sector. No debt and lots of cash. The stock is up 66% in the past year. A safer oil stock. The company continues to make the right moves. Dividend has started this year and they are buying back shares. Unlock…
Management owns a large component of the company. Exposure to nat gas, with the current pricing very attractive.
Undervalued. Line 3 just completed. Where prices are, capacity will be maxed out. Line 5 issue will hopefully be resolved. Recent acquisition is a great asset long-term. Enough cashflow to maintain and increase dividend. Yield is 6.35%. (Analysts’ price target is $55.34)
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.
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.
Long-term, really likes the sector. When things are hot, the sector may lag. XLV has about 65 names. Aging demographics, growing emerging markets and middle class, increased healthcare spending. This year, healthcare ranks #8 out of 11 sectors. But if you're concerned about the long term, which he thinks you should be, XLV is a…
On Monday, if the latest Bond box office numbers are huge, AMC will benefit. It this stock overvalued, but then again, a share price is worth what people will pay for it.
A safer reopening bet than AMC in light of Merck announcing an anti-Covid pill today. It got crushed recently, but he sees a lot more upside in a post-Covid world.
Luxury hotels. The stock has flatlined due to worries over the coronavirus. They are selling their hotels for management contracts. They are using the cash to buy back stocks. He sees it trading over $100. A well-run business with the family having a lot of stocks. (Analysts’ price target is $86.13)
(A Top Pick Oct 04/19, Up 27%) As a tourism stock, he can't believe it's up so much. Has fly-in, but also drive-in, resorts. Unique geographical assets that no one can duplicate. They're not building any more mountains.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock is showing strength but this is probably a confirmation of their investment thesis. Business is good, momentum is strong. It offers high growth, but comes with a price for it.
(A Top Pick Dec 08/20, Up 30.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with HD is progressing well. We now recommend trailing the stop (from $230) to $315. If triggered, this would all but guarantee a net investment return of 20%.
Last year it bottomed at $10, but they just did a giant stock offering at $91, based on predictions that will sail soon. A juggernaut. It's riding the current reopening rotation.
It's the second-worst of the big banks. They beat their report yesterday, but expenses also rose. Consumer banking's revenues declined 5% as expenses rose 5%. No setbacks here to report, but Citi didn't make much progress either. The stock is trading cheaply, though.
(A Top Pick Feb 26/20, Up 17%) Still a buy though it's lagged the other banks, due to its larger EM footprint. EM was hit hard during the pandemic. Trades around 10x earnings and pays a 4.5% dividend, but this will rebound. BNS is the most undervalued, trading at a 10% discount to peers. He…
(A Top Pick Aug 11/20, Up 62%) Well positioned in their space for many years to come. Don't look at it quarter by quarter. Growing their asset base. Successful capital fundraising going on. Alternative asset space will continue to grow and BAM will participate.
We've chosen TD from the group, based on the historical pattern of the last one now, will later be first. TD has underperformed its peers so far in 2021. Through the first three calendar quarters, TD has gained 17%, while top dog, National Bank, has run twice as far. Actually, this isn't completely accurate; Bank…
They report Wednesday. He still won't buy it--just because the stock may have bottomed, doesn't mean it's worth buying. Buy if it goes higher and he doesn't see a catalyst here.
(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…
(A Top Pick Jan 09/19, Down 69%) He exited. They were likely undercapitalized, so couldn't endure any hiccups, probably overoptimistic and did not issue the best guidance. There is new management. The asset remains good, though. Their project is in northern Ontario, probably run on a shoestring budget at first, then ran out of money.…
She doesn't buy cyclical stocks, which TECK is. TECK depends on the price of underlying commodities, which in turn reflects overall economic growth in places like China. She'd rather buy companies with secular growth.
They report Wednesday. They warned of an earnings shortfall. They created a fast Covid test--great news--but then Delta hit those test sales. He's long owned this. He likes their great medical devices.
Top performer on the TSX this year. Every penny stock has its day. Rough time for years. Holding garage sales for the last 10 years. Problematic. They've burned all the furniture, and they're down to card tables and plastic chairs. Taxpayers have been bailing it out. Low margin, high risk.