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

(A Top Pick Dec 12/18, Up 60%) He hit the bull's-eye here. These are organic LEDs. It was a tech play and did quite well on the bounce back. OLEDs are malleable. Curved LED TVs and foldable smart phones. This company provides licenses to companies that want to use the technology. (Tim Nash)

He sold it too early earlier this month. They service data centres and self-driving cars. NTNX updates hardware in data centres, which makes it a leader in this space. He likes NTNX but it's a little expensive now. (Kim Bolton)

Fabulous balance sheet. The challenge for them is to build top line revenue. They are in the hardware space where you don't have the sane level of upgrades that you have in software. (Chris Stuchberry)

Dominant in payments. Produces a lot of cash. He thought that tt some point there might be some risk on what they charge to retailers in light of blockchain technology. It hasn't pan out that way. That doesn't seem to be in the investable horizon. A safe place to put your capital. (Chris Stuchberry)

This year will be flat, but beyond that 13% annual compounded growth is expected. They were hurt last quarter because of tariffs and China. They are becoming more of a services company. Trades at a reasonable multiple. Good dividend. (Greg Newman)

They have a 30 year drilling inventory in the Permian. It trades at only 3 times cash flow for the 2020 time period -- offering tremendous upside potential. Yield 0%. (Analysts’ price target is $36.90) (Eric Nuttall)

Gives good exposure to the Permian with some Balkan. Growing by 22% this year. About a year out from buying back stock or dividends. There is 100% upside to this name with a recovering oil price. Has good exposure to light oil. Yield = 0.53% (Analysts’ price target is $149.00) (Eric Nuttall)

It's caught in the Canadian oil stock downturn. They cut the dividend. They hold big assets in Texas shale, so there's opportunity there. But the chart shows no sign of perking up. Maybe higher oil prices will help. (David Cockfield)

This is in the small mid cap space. They are geographically diverse and this is a concern. At $60 oil, the dividend is absolutely safe. They are trading at 87% of the wells that are on stream today. So everything else you are getting for free. Very undervalued. (Eric Nuttall)

Cash flow per share was in line in Q4. He sees 9% production growth and 8% cash flow per share growth. It's cheap at 6.7x though peers are at 4.5 x. Good balance sheet at 1.9x debt-to-cash flow. Their dividend is sustainable. It's one of the few oil stocks that hasn't cut its dividend. If…

This is a light medium oil producer. Given the market cap and leverage, he prefers others with a better balance sheet. Would recommend Torque Oil & Gas instead. (Eric Nuttall)

Sales were up 5%; earnings were up 26%. He expects a 14% ROE this year. If it gets above $61 it would be a potential break-out. (Analysts’ price target is $62.98) (Robert McWhirter)

(A Top Pick Mar 26/18, Down 30%) Also a top pick, so he'll comment there. (James Hodgins)

XIC-T vs. SPY-N vs. VT-N. After a sharp decline after a rally you are likely to retest lows. The thrust off the bottom was so significant. 10 of the last 12 corrections never went back to retest the lows. Positioning is so defensive that people are not likely to get the retesting of the lows…

US Long Bonds. TLT-Q is the benchmark for long bonds. He just bought some in all his portfolios. Trade the range. Buy on dips. This will be the best protection in the next global economic downtown. These bonds are always the flight to safety. (Larry Berman CFA, CMT, CTA)

Emerging markets haven't done well recently, but this one holds stocks from Brazil, China, India, South Korea, etc. at a low cost. If Trump's trade deal with China is signed, then this will do well. (David Cockfield)

He thinks this is a speculative space. It is way too soon to know who are the winners. There is not a real cash flow in the sector yet. He looks for sustainable total return with a minimum of risk. This is too soon to be investing here. (Ryan Bushell)

Broke out over the summer. Healthcare is one of the few sectors that's in a secular bull market, and is even making new highs in the current bull market. LLY tends to beat guidance. They deliver. This trend should continue into 2019. (Analysts’ price target is $114.96) (Hap (Robert) Sneddon FCSI)

The Canadian banks' multiples have contracted and now look attractive. RY grew their earnings 17% last year and the stock is up only 1%. They had that weird Q4 quarter, but they saw decent loan growth. They increased their dividend 9% and grown their book value. Payout ratio is 45%. They can increase their dividend…

It is a well established business. It is diversified. There is the wealth management business. The dividend is safe. The broad mutual fund business is under pressure. Buy it for yield but not for growth. See Canadian banks. (Kash Pashootan)

It is a specialty insurance company. Hardly anyone follows it. A family owns a quarter of it and runs it. They make money on their policies as well as their investments. They raise their dividend every year. They paid a special dividend in December, which they do most years. It is a great buy and…

Which utility to buy? Utilities have recently done well with a rotation to safety (like telcos). He likes Fortis, but it's trading at a 52-week high, so wait for a pullback, unless you have a 10-year horizon. (Bruce Campbell (1))

We are late in the cycle, but this time it's different. Normally we see inflationary pressure and tremendous growth in various economies, but not today. You can trade, but not invest in TECK. If we are top of cycle and heading to a recession, TECK will see a significant decline. He wouldn't touch this now.…

They are in development and should be in production next year. It is a world class asset. It should be a takeover target. (Analysts’ price target is $19.66) (Jon Case)

The third-largest resource company on the TSX. Pays a 3.3% dividend and 16x earnings. It's a free-cash flow generator of over $4 billion in the next 12 months. They'll raise the dividend, buy a company and/or buy back shares. (Analysts’ price target is $81.54) (Bruce Campbell (1))

CNR-T vs. CP-T It depends on your stage of life. CNR-T is more diversified. CP-T is more Canadian concentrated. He would go with CNR-T because of this. They should do better this year. If the economy got rougher, CP-T would drop off more. (Teal Linde)

He's impressed with Brookfield as a company. Long-term this is a sector that'll continue to attract bigger and bigger investors like pension funds. Their highway 407 continues to make them money. (David Cockfield)

(A Top Pick Mar 13/18, Down 27%) Sold it in September at around $244. The writing was in the wall. The perspective from a technical perspective is negative now. Long term probably OK. (Stan Wong)

Amazon is not the problem. Going to review selling off businesses, and look for a new CEO. But they haven't commented on these issues, so market assumes nothing good will happen, and so the stock went down. (Veronika Hirsch)