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

Opinion about OLED-Q: Patent on cellphone screens, from which they collect royalties. Good business as long as the patent goes on.

Opinion about NTNX-Q: Very trendy stock. What the markets wants right now - despite valuation. Would wait for weakness before buying. 

Opinion about CSCO-Q: 12-month price target of $75, pretty darn close. Reports tonight. Unless they really surprise, especially on the guidance side, doesn't expect it to get much higher. At $71 you could write a 1-2 week call with a strike price of $77.50.

Opinion about V-N: Though he's not a fundamental analyst, he can offer a small insight into the credit industry. There's been a lot of talk that's there's probably going to be some reason for the Fed to ease because the economy is probably slowing down. Purchases will be down, so Visa and the like will…

Opinion about AAPL-Q: Dumping a high-growth tech stock then planning to buy back at a lower price is a lot harder than you think. Apple is a classic example. Shares fell this year, because Apple lacks an AI strategy. Selling the best-selling iPhone stock to buy it back later is a mug's game.

Opinion about PE-N: (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…

Opinion about WPX-N: 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.

Opinion about BTE-T: The commodity is its main catalyst and it has been range bound for at least six months. There are better companies in the space. He quoted the common saying: Let your winners run and cut your losses.

Opinion about WCP-T: It has gone sideways and is dependent on oil and gas prices. It is focused on longer life strong free cash flow assets. Has strong management and good insider holdings. Monitor the high payout ratio and integration risks. There is a possible 28% upside and the potential for an attractive short term…

Opinion about VET-T: It is trading where it should. There are headwinds with European gas prices. It has struggled quite a lot but the last quarter was reasonable. You should probably sell it for something with more growth.

Opinion about SGY-T: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research SGY is quite small at $510M, but the stock is very cheap. With a 10% dividend, a buyer (or privatization) could eliminate the dividend and use internal cash flow to pay for the whole company in about three years. But, that doesn't…

Opinion about TRP-T: He owned it for a while. Had a big run-up last year but thinks it is pretty much done now with a lot of insider selling. Tends to have big swings.

Opinion about LXE-X: 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…

Opinion about SPY-N: The SPDR S&P 500 ETF (SPY) is a well-established exchange-traded fund that seeks to provide investment results that, before expenses, generally correspond to the price and yield performance of the S&P 500 Index. The ETF holds a wide array of stocks, providing broad exposure to the U.S. large-cap equity market. Established by…

Opinion about TLT-Q: (A Top Pick Mar 12/25, Down 3%) (Note the short timeframe.)  He's not bearish on the market, just wary, so he's being defensive. The US market has more risk on the equity side than normal. His target remains around $90, still an OK place to make a couple of bucks. See his…

Opinion about XEC-T: Tilted portfolios towards developed and emerging international. Best returns will come from here.

Opinion about WEED-T: Good for marijuana exposure. Speculative, but quality. 

Opinion about LLY-N: There was a lot of hype in the weight-loss drugs, typical for a new drug (or technology).  This and Novo Nordisk have recently fallen. The future asks, How will they monetize the GLP-1 franchise? An oral application, which will happen in time. Many moving parts in this industry. LLY's PE has fallen…

Opinion about RY-T: The question asked the guest to compare the two with a view to buying one of them. She prefers Royal Bank right now. It just delivered record results and is growing at 10% year over year. TD has gone through a rough patch and is re-structuring which is eating into profits. She…

Opinion about PWF-T: (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.

Opinion about AFG-N: (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.

Opinion about FTS-T: Likes the regulated utilities. 

Opinion about TECK.B-T: In a bit of trouble. Copper has come down from $9 highs to ~$4-5. Main mine in Chile is having production issues, costs coming in higher. Revenue announced last week was OK, but can't get over the hurdle of costs. FM is an alternative.

Opinion about MAG-T: 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…

Opinion about NTR-T: Lots of geopolitical things happening. When stock shot up from Russian invasion, sold some but still retains a 1/2-2/3 position. Likes it long term. BHP is bringing on Jansen, but it's behind (and second phase may be mothballed). Good diversifier. Nice yield.For new clients, buying a half position. Ideally, want to buy…

Opinion about CP-T: CP vs. CNR US and Canada are logical and natural long-standing historic trading partners, with tightly integrated supply chains. We need to get back to some semblance of normal. Hopefully, most things will be exempt under USMCA and we can get rid of the tit-for-tat tariffs.If that happens, you'd expect to see…

Opinion about BIP.UN-T: There has been a pullback so this is good entry point. Business is good and the last quarter beat expectations. It is constantly putting money to work. The stock yields 5.5%. It is a steady compounder and she sees good upside potential.        Buy 8  Hold 3  Sell 0 (Analysts’…

Opinion about FDX-N: It reported last night. Their B2B has been stuck in neutral, though B2C is okay. FedEx missed numbers, but they have cut costs. The price now is an opportunity, but won't rally until we see how the tariffs shake-out. FDX depends alot on cross-border shipping.

Opinion about UNS-T: (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…