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.
💻 Technology
Advanced Micro Devices (AMD-Q)
Opinion about AMD: AMD reported a revenue of 7.69B, which is a 3.3% change from the previous quarter. An increase in revenue typically indicates…
Stockchase 
Opinion about V: Price is bouncing around due to profit-taking and market volatility. Somewhat tied to the US dollar. Incorporating stablecoin, which…
Stockchase 
Opinion about GIB.A.TO: Global. Big player in US, making a series of "metro market" acquisitions. A near-shoring strategy. Affected by US government…
Stockchase ⚡ Energy
Crescent Point Energy Corp (CPG-T)
Opinion about CPG.TO: Never a good sign when your stock issue gets hung up. Timing wasn't ideal, with weaker sentiment on oil below $80. New concerns…
Stockchase 
Opinion about SUBC-NO: Norwegian off-shore oil services. They have more cash than debt. There's a gradual increase in off-shore energy E&P, so this…
Stockchase 
Opinion about PXT.TO: It remains a value trap and doesn't see this changing. A Colombian strike took production offline. Management faces other…
Stockchase 
Opinion about KEL.TO: It's his only oil stock. Their relationship with their bankers is strong, so he's not worried about that. They were…
Stockchase 
Opinion about ENB.TO: The dividend is over 6% and earnings will grow at about 5%. This combines to make a rate of return at 11% which is pretty…
Stockchase 💹 ETF
First Trust Dow Jones Internet Index Fund (FDN-N)
Opinion about FDN: Internet ETF. Analysts do not make consensus targets for ETFs. The average PE is no different from the overall NASDAQ. The trend…
Stockchase iShares MSCI Brazil ETF (EWZ-N)
Opinion about EWZ: (Top Pick May 3/17, Down 10%) His picks are always month by month. Brazil was moving nicely and then suddenly unpredicted…
Stockchase 
Opinion about AMLP: The master limited partnership trust. The yields are very high because they pay all the yields of the holdings out. We will be…
Stockchase SPDR Health Care E.T.F. (XLV-N)
Opinion about XLV: She hopes healthcare picks up in the second half. She feels we're in late cycle where staples and utilities are expensive, but…
Stockchase 🛍 Consumer
AMC Entertainment Holdings Inc. (AMC-N)
Opinion about AMC: He traded this last month. Look at the volumes in shares as well as options--huge. There's incredible activity in this and other…
Stockchase 
Opinion about DIS: Though a streamer like NFLX, they are in very different businesses. The opportunity in DIS is their succession plan which should…
Stockchase 
Opinion about H: 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.…
Stockchase 
Opinion about MTN: Wonderful. Ski resorts strech from coast to coast and now Europe. Smart operators. He suspects they are creating a world empire.…
Stockchase 
Opinion about ATZ.TO: The question was on Aritzia or Dollarama taking some of the space left by the bankruptcy of HBC and could Aritzia move back up…
Stockchase 
Opinion about HD: Was down 1% today. It needs deeper interest rate cuts than 25 points as announced today to get this stock rallying. The stock will…
Stockchase Royal Caribbean Cruises (RCL-N)
Opinion about RCL: He took profits not too long ago. Likes the name longer term, demographics speak to more travel. He'd prefer a name like BKNG,…
Stockchase 🏛 Financials
Opinion about C: (A Top Pick Mar 18/25, Up 57%) It was an obvious turnaround stock. The CEO gave Citi more focus and reputation. It continues to…
Stockchase 
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…
Stockchase Brookfield Asset Management Inc. (BAM-N)
Opinion about BAM: Allan Tong’s Discover Picks BAM is no income stock, because it yields only 1.16%. Rather, you’re buying this for share…
Stockchase 
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.…
Stockchase 📱 Telecommunications
Opinion about T: Will they cut their dividend? The last time, the company told him they wouldn't cut their dividend...then they cut it. So, he…
Stockchase 🛢Basic Materials
Opinion about AI.PA: This is doing fine. It provides for hospitals, etc. Relative to US companies, they are having pricing competition in Europe. In…
Stockchase 
Opinion about HRT.TO: Located in the Sugar zone in Ontario. They’ve drilled the top 400 m of their deposit, which has a decent grading resource…
Stockchase Teck Resources Ltd. (B) (TECK.B-T)
Opinion about TECK.B.TO: Likes it. Got hit in April. Market priced in weaker economic growth going forward, tariff confusion, and higher probability…
Stockchase 👨⚕️ Healthcare
Opinion about ABT: Diversified. Over 60% of sales come from outside US, so a more globally balanced name in the sector. 10/10 on fundamentals.…
Stockchase 🚚 Industrials
Opinion about BBD.B.TO: (A Top Pick Jun 21/24, Up 28%) Gaining altitude. Technological leadership in medium- and long-range aircraft. Order book…
Stockchase Trending Now
Is SpaceX Overvalued at $1.75 Trillion?
You may also like
