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

(A Top Pick Dec 14/18, Up 109%) Makers of screen technology out of Idaho. Their technology shortened the width of the screen, which allowed manufacturers to add more technology in the same phone body. He sold out at $207. It will give another opportunity to buy in, but there is more competition coming.

A cloud stock that helps businesses modernizing their data centres by combining and consolidating server management into one package, which results in power and cheap. This has been a frustrating stock with management making endless strategy shifts. But last August, NTNX can a major investment and soon after a new CEO. The market roared, but…

Sideways chart which has a history of wide swings. It could now roll over, but is breaking above old highs. Tough to call this. It could continue breaking out. If it breaks above $55 and holds, then sell.

A good recession-proof choice, when you're not sure if we're going into a slowdown or recession. 12-month price target of $281.50. July results beat on top and bottom. Payments growth is 10%. International transactions up 15% just in the last quarter. Collaborations are increasing and enhancing its reach. Yield is 0.74%. (Analysts’ price target is…

It continues to re-invent itself and now is a good time to buy.

(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.

Reacceleration from higher crude prices. If oil continues to hang in amidst current supply/demand issues, BTE will do very well. Cashflow per share continues to ramp up.

Likes the generosity toward shareholders, balance sheet tightening, and sustaining capital to support the dividend. "In the choice between yield and growth, why not choose both?" 

Stockchase Research Editor: Michael O'Reilly We reiterate VET as a TOP PICK following recently reported earnings, that saw EPS beat expectations by over 30%.  It trades at 7x earnings, under book value and supports a ROE of 36%.  Cash reserves are growing while the company aggressively retires debt and buys back shares.  We recommend trailing…

Good exposure to multi-lateral drilling. So you get better productivity for a slightly higher cost. Excellent results. Assets are very good. Dividend is safe. A patient hold. Upside once mid-caps are in favour again. See his Top Picks.

Headwind of higher interest rates. Cost overruns on Coastal GasLink, so has underperformed ENB and PPL. Once Coastal is complete, overhang should lift.

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 vs. QQQ SPY is more diversified than QQQ, which is mainly technology, biotech, and some consumer names. SPY is 26% technology, 8% communications. Tech sector has gotten ahead of itself again, and the valuations are not that attractive.

(A Top Pick Apr 25/23, Down 6.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TLT has triggered its stop at $100.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment loss of 6%, when combined with our previous recommendations.

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

It is in a big downtrend and he doesn't see a base. It needs to consolidate.

Is up 4% this month. To be disciplined, he took some money off the table.

He's no trader, but a long-term investor. Perhaps the best of the Canadian banks, which are hated now because bonds are safer and pay high yields. This will change. Eventually, people will see that banks offer growth and pay dividends. 

(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.

Core income stock. Time to build a position. Reaffirmed annual dividend growth of 4-6% until 2028. Investment-grade balance sheet. More than 50% of revenues are from US. Reasonable payout ratio. Yield is 4.3%, and grows every year. (Analysts’ price target is $57.95)

China demand will affect business.Current share price does not justify investment.Hard to predict outcome of business. Cyclical commodity that is hard to earn profits in. 

Expectations got way too high a couple of years ago. Still a fair amount of exploration and operating upside. High quality silver companies are rare. At the end of a precious metals bull market, silver stocks tend to outperform.

He has added more with the pullback. It has exposure to other fertilizers besides potash. Headwinds from the springtime are lessening and fertilizer demand is good for the long term.

It is a cyclical stock and he sees a pullback in the economy. There may not be even a soft landing so rates could still rise. He is not keen on railway stocks.

Interest-rate sensitive, sector's out of favour. More debt, because they invest in hard assets. Generates steady stream of cashflow, indexed to inflation over time. Look at cashflow from operations to assess. Distribution safe. Likes the space, keep holding.

They report Wednesday. He worries that even the best quarter won't send shares higher, and even decline, given high expectations. He expects a great quarter with beats. They took market share from UPS after fears of a UPS strike, but this seems like a one-time occurrence.

(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…