26 Stock Top Picks and 3 ETF (Dec 14-20)

Dead money for a couple of months? Great run, fully priced. Screens for iPhones, TVs, and laptops. With virtual reality a trend, it's getting into headsets. King of the hill on technology, no lack of demand. To add, do it in thirds at $200-205, $190, and in the $180s. (Analysts’ price target is $209.00)

Very trendy stock. What the markets wants right now - despite valuation. Would wait for weakness before buying. 

The CEO has righted the ship and the company is getting a lot of orders.

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…

Partially sell a 70% gain, making up 30% of a RRIF? 30% is too high, even the greatest stock of all time. Don't sell all of it, but gradually sell it down to 5% weight.

(A Top Pick Sep 01/20, Up 56.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PE has resulted in the company being acquired by Pioneer Natural Resources. We are considering the position now closed at the last market closing price of $16.93. Combined with the previous recommendation to cover 50%, the total return on…

The best valuation opportunities are in Canada, he thinks. He would sell WPX for the tax loss and buy Parsley instead, who has better exposure to Canada.

Likes the energy space, so he'd be OK with buying this name. Pipelines to the West Coast have opened up. His play is through CVE.

Loves these energy names at this point in the cycle. Yield of 7-8%.

Owns shares. Believes company has a lot of potential. European gas prices have been low, but still relatively strong. Largest independent gas producer in all of Europe. Very good shareholder discipline - has paid lots of dividends. Good capital allocation. 

(A Top Pick Oct 03/24, Down 29%) He sold at higher levels than current. There's no investment money flowing into the oil patch, because international investors perceive the federal government as hostile to energy. No buyers. Surge is well run, drills great wells, pays a good dividend and buys back stock.

A great business, good valuations, pays under a 5% dividend.

They're in northeast BC where Tourmaline is consolidating land and assets, near LXE. So, LXE will become topical. LXE has reached an inflection point after acquiring a lot of land and pushed the Montney play to the northeast. Now, they need a lot of capital to move to full development. They're talking to potential buyers,…

SPY is the oldest and the biggest. Buy more, hold forever. Starting to be overtaken by VOO, perhaps because of the slight difference in MER cost. Worthwhile contacting the ETF company itself for a tax opinion on which account is best to hold it in.

Stockchase Research Editor: Michael O'Reilly As the market looks to retrace some value in the near term, TLT is a TOP PICK to hedge portfolio value.  This low-MER ETF tracks long term US treasuries and offers an attractive yield.  We suggest setting a stop-loss at $82, looking to achieve $104 -- upside potential of 18%. …

Tilted portfolios towards developed and emerging international. Best returns will come from here.

Good for marijuana exposure. Speculative, but quality. 

Owns this and competitor Nvo Nordisk, but prefers LLY. The weight-loss drugs have more potential than only weight loss, as they move from injectibles to pill form. The drug hasn't plateaued yet. It's the only drug stock that has performed like the Mag 7.

(A Top Pick Jun 25/19, Up 94%) Excellent bank with international presence. Will continue to own shares. Brand value very strong in Canada. Will continue to buy whenever the share price dips. Balance sheet excellent. Not exposed to the threat of tariffs from the USA. 

(A Top Pick Dec 04/19, Up 13%) He'd buy it again. Nice value stock. Nice yield. Trading at discount to book. Would benefit from rising interest rates, which he expects. Cheaper than all the banks.

(A Top Pick Dec 20/18, Up 30%) A mid-cap specialty insurer. It can charge higher premiums as it is in niche markets. Their investing was very successful and they had lower insurance payouts.

FTS vs. EMA EMA is his choice. Bumps along the road, but the price has appreciated. Rates coming down have helped EMA's profit. Over time, expectation is that EMA will be the better choice over FTS. 

(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. 

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research We think MAG fits the bill. Its Mexican (safe) mine only recently went into production, and 2024 will be the first year of material revenue/cash flow for the company. The stock is acting well this year as it gets re-rated as a producer. It is…

Does not own shares. Better options for commodity investors. Dividend is strong, but potash in abundance throughout the globe. Would prefer Teck Resources. 

First-class management. Most unique footprint of any rail in NA. Tariff uncertainty impacts it the most, as it facilitates trade among US, Canada, and Mexico. It's held in really well. Attractive 20x PE, but tariffs will impact growth.He did think about exiting, as he looked out over 4 years and saw potential economic weakness on…

(A Top Pick Feb 14/24, Up 18%) A pick for income, but also has growth; that combo is really important. Really likes still. Would consider buying today.

Dominated by international and air freight. Today, he'd lean toward a domestic provider like UPS.

(A Top Pick Jun 30/21, Up 12%) He trimmed a lot of his shares recently. It's a turnaround story, having brought in new managers doing a good job. He's seen many companies in auto supplies run into supply chain shortages--demand is there, but not supply, so this is a near-term risk. Long term still looks…