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

It has long been the poor stepchild of INTC-Q. Now they are competing with NVDA-Q, which is being hit by a competing game. The chips were used to mine bitcoin but that is no longer profitable. When they hit a product it can really move the company. He prefers Broadcom. (Bruce Murray)

Heavy credit card use in Scandinavia Denmark is 90% non-cash, but only 20% of the world has credit cards. Asia doesn't, so there's huge growth potential for Visa as well as Mastercard. As for Apple payments, he's not sure who will process their payments. The future is to use your smartphone and credit card to…

Open Text vs CGI? The major difference is that one pays a dividend and one grows by acquisition. For these reasons he prefers OTEX-T for the 1.6% dividend. (Darren Sissons)

Obviously, it's a tough sector that's fallen at least 50%. CPG should be worth more than what it's trading at. CPG is starting to do a better job and no longer issuing shares. Rather, they're buying back shares. Until this sector takes off, CPG won't make a huge move either. He doesn't think the oil…

Few competitors in this space, oil-field services in the sea. It's now very cheap (as all oil companies are). (Analysts’ price target is $132.04) (Darren Sissons)

He's liked this for a long time; it's his biggest Canadian holding. They struggled a little in latter-2018, failing to sell Colombian assets. They took that off the market in December 2018. They've been aggressively buying back their stock and will continue to this year until that Colombian bid runs out. Trading at 3x cash…

(A Top Pick Feb 14/18, Down 38%) Canadian oil has been a tough place since the latter months of 2018. Fine managers. They have a huge land position in northeast BC. But this is an unloved sector. Yet, oil demand continues to rise each year. It comes down to timing. (Zachary Curry )

(A Top Pick Feb 21/18, Up 21%) At the time he picked this, there was concern about them being able to expand their pipelines, but they have maintained their core business very well. Their buyback of U.S. assets has straightened out the company's business structure. They will regularly raise their dividend in the years to…

(A Top Pick Jul 03/18, Down 1%) Half of this are the FAANGs which took a bigger than deserved hit. (Richard Croft)

Not without its volatility. Some leaked documents on pension reform causing it to move today. Good support and he likes the technical confirmation. Yield 2.5% (Cameron Hurst)

A U.S. pipeline? The US has a better regulatory environment than Canada. He's not famliar with US pipeline names. AMLP pays around 8% dividend. He's long owned this. It bounced back well after December. Caveat: this is American, so you benefit from Canadian taxation rules. (Cole Kachur)

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)

The largest movie exhibitor -- over 10,000 screens in over 1,000 theaters. Concession sales are rising -- adding beer and sushi, for example. Yield 6.1%. (Analysts’ price target is $21.36) (Tim Regan)

He is quite excited by it. They just completed their acquisition of FOX. They will have a premium streaming service. You don’t know the profitability of this business but they do have a fabulous library to stream. We will get clarity within 9 months. (Gordon Reid)

They no longer want to own the hotel, they want to own the franchise and collect the royalties. In 3-5 years, they'll be 100% there. Has some of the best real estate and at a cheaper valuation than Marriott. Yield is 0.9%. (Analysts’ price target is $80.30) (Barry Schwartz)

Wonderful. Ski resorts strech from coast to coast and now Europe. Smart operators. He suspects they are creating a world empire. They will package hotel, restaurants and skiing. (David Baskin)

Lots of runway in the U.S. with 25 stores. They'll keep executing as they open more stores. Trades at only 17x as earnings grow 8% annually. Well-run company. They have their own in-house brands, so they can adjust to changing consumer tastes and not go out of style. (Analysts’ price target is $21.60) (Jamie Murray…

(A Top Pick Mar 14/18, Up 8%) It is very, very well managed. He looks at 10 years ago when operating margins were 10% and they are now 16%. Housing formations are still below trend. (Gordon Reid)

Well-run. Demographics favour cruise lines; seniors like cruises. There's growth opportunity in Asia where RCL has a dominant position. Trades at a cheap 11.5x earnings. Also, ships can easily be moved to high-demand areas; RCL can literally move their assets around to make money. Personally, he doesn't like cruises, but he knows many who do.…

BAC vs. C. Citigroup has never fully dealt with financial crisis issues. He'd prefer BAC, as it's in a much better position on the retail side. He owns Goldman and Morgan Stanley. Whole sector is cheap because of interest rates and yield curve. Please don't buy stocks with only a 6-12 month time horizon. Mortgages…

(A Top Pick Feb 13/18, Down 4%) Believes in it for its international exposure in Latin American and SE Asia and its increasing dividend yield. It's been oversold. (David Baskin)

Bought it a year and a half ago. Very well managed. They have four verticals: infrastructure, renewables, property and private equity. Very global. Long term secular. Great investment. (Christine Poole)

Canadian consumer debt close to an all-time high. Haven't seen the big housing downturn. Mortgages are huge business for them. If we see sustained housing decline, it will have a negative impact. Would take something major for any Canadian bank to take a hit to earnings. A major bank has never decreased its dividend, and…

Owns Verizon instead who are building out the 5G network whereas AT&T is more into media after buying Time-Warner. He sold when AT&T bought more media. (Andrew Pink)

An industrial gas company supplying oil refineries and hospitals, for example. It's one of three (formerly four) global giants in this space. It's the #2 company in the world with a near-monopoly. Good total return over several years. Pays a growing dividend and has benefitted from a major US acquisition. (Analysts’ price target is $115.07)…

Ontario gold production. It has started small but expanded through satellite operations. He expects good growth going forward. Yield 0%. (Dennis da Silva)

Improved credit rating could impact the stock short-term. Still making coal, copper, zinc. Chopping around in a range for 2 years. What's exciting is the good short-term technical profile, good risk/reward, and the numbers. Expect lots of free cash flow for next couple of years. Downside protection is around $28. If it gets to $32,…

They are a core holding in the medical area. They have done well recently. They will not make a home run because they make commodities. They are big and they dominate the business. As hospital spending picks up they will get their share. You will get more upside from other companies if their drugs come…

How does this sector behave in a recession? It's a high-growth cyclical stock, so it will underperform during volatility and outperform during market strength. It's down around 50% over the past year. He has recommended it in the past around $1.30, then he sold it around $3. Yes, there's big upside here, but also great…