26 Stock Top Picks and 3 ETF (Dec 14-20)
This week there were 26 Top Picks and 3 ETF in a wide range of industries: Technology, Energy, ETF, Healthcare, Financials, Utilities, Basic Materials, Industrials and Consumer
Here are this week’s Top Picks as selected by: Kim Bolton, Eric Nuttall, Richard Croft, Josef Schachter, Douglas Kee, Hap (Robert) Sn, Greg Newman, Gordon Reid, James Hodgins and Norman Levine.
💻 Technology
Universal Display Corp. (OLED-Q)
Opinion about OLED: They own the patent for a new type of display screen on smartphones. So, they receive royalties. Apple, Huawei and Samsung will…
Stockchase 
Opinion about NTNX: Formed a cup and handle. The stock went parabolic in November, it's probably quite overbought and due for a small correction. Any…
Stockchase 
Opinion about CSCO: Another play in Edge AI. Kinetic for Cities is Edge AI that you can put on sensors around a city for water, traffic, air,…
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 AAPL: Had a very good quarter. Chinese sales are rebounding, up 28%, services hit a new record, gross margins at 49.3% and a $100…
Stockchase ⚡ Energy
Opinion about PE: A previous Top Pick that he still likes. A good way to gain Permian exposure with a potential 50% upside as a possible take out…
Stockchase 
Opinion about WPX: (A Top Pick March 23/17 - Up 5%.) US producers are up as they are not facing a discount on the price of oil.
Stockchase 
Opinion about BTE.TO: He doesn't have any intelligence on what's weighing on the stock. Trump wants lower oil prices, so he hasn't owned any of the…
Stockchase 
Opinion about WCP.TO: For TFSA? Doesn't own, but likes it and respects management. Probably a great addition to a TFSA. Nice dividend. Diversified.…
Stockchase 
Opinion about VET.TO: If you own, sell it and buy names like WCP, which pays a higher dividend. VET's bases are scattered around the world. VET poorly executes.
Stockchase 
Opinion about SGY.TO: Trading at discount to NAV. Out of favor small cap name. TMX completion will benefit company. Benefiting from fish bone…
Stockchase 
Opinion about TRP.TO: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research TRP P/E at 19X compares with its 10-year range of 12 to…
Stockchase Leucrotta Exploration Inc. (LXE-X)
Opinion about LXE.V: He says they have assembled a good Monteney holding. The market is not including all the drill targets that he thinks exists.…
Stockchase 💹 ETF
Opinion about SPY: Having a tilt towards tech has worked well. While we get into low inflation, these will do well. There are signs that underlying…
Stockchase iShares Barclays 20+ Yr Treas Bond (TLT-Q)
Opinion about TLT: (A Top Pick Jul 31/24, Up 4%) Has sold shares. Technical resistance around $100 suggested a sale. Might buying again around $95.
Stockchase iShares MSCI Emerging Markets (XEC-T)
Opinion about XEC.TO: (A Top Pick Feb 04/19, Up 4%) Correlated to the commodity play (and China). Likes it long term. China has been a crappy place…
Stockchase 👨⚕️ Healthcare
Opinion about WEED.TO: They each have their own strengths. He would pick Canopy (WEED-T) because they are the 800 lb gorilla. Aurora has lots of news…
Stockchase 
Opinion about LLY: (A Top Pick Mar 19/25, Up 29%) (Note the short timeframe.) Hitting all-time highs. At her original target price, which she's now…
Stockchase 🏛 Financials
Opinion about RY.TO: Revenues went up last quarter, but so did costs. Needs better loan growth to hit ROE targets. Shines in asset management and…
Stockchase 
Opinion about PWF.TO: Seasonality for financials begins in mid-October. The chart is a rollercoaster, but that is good. The stock looks good right now.
Stockchase American Financial Group Inc. (AFG-N)
Opinion about AFG: (A Top Pick Aug 12/08. down 8.41%.) Property, casualty, workers compensation and lawyers liability insurance. Has been a good…
Stockchase 💡 Utilities
Opinion about FTS.TO: Consistent and reliable. A quality utility, which are generally safe and slow. Expert opinions on Fortis Inc. (FTS.TO) — buy,…
Stockchase 🛢 Basic Materials
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 
Opinion about MAG.TO: One of the best undeveloped silver deposits on the globe. Could be taken over by someone who could be stronger with the other partner.
Stockchase 
Opinion about NTR.TO: Lots of geopolitical things happening. When stock shot up from Russian invasion, sold some but still retains a 1/2-2/3…
Stockchase 🚚 Industrials
Opinion about CP.TO: He likes the rails. It's a high-quality industrial with huge barriers to entry. The KC merger gave it synergy. It trades at a…
Stockchase Brookfield Infrastructure Partners (BIP.UN-T)
Opinion about BIP.UN.TO: He likes this and the parent company, BN-T, which is one of the best equity shops on the planet. Infrastucture investing is…
Stockchase 
Opinion about FDX: It reports Thursday. They're working hard to reduce costs and improve gross margins. This is a nervous period for them because of…
Stockchase 🛍 Consumer
Opinion about UNS.TO: (A Top Pick April 11/16. Up 9%.) A really well run business. It has auto parts distribution in Canada and a paint distribution…
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