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

They own the patent for a new type of display screen on smartphones. So, they receive royalties. Apple, Huawei and Samsung will be using OLED screens by 2020. It's been volatile the last few years, because it's taken time for the manufacturers to incorporate these new screens. But a year from now, OLEDs will be…

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)

A super safe company. He used to own it, but doesn't see upside in it now. There's little money made in hardware, but much more in software. Cisco is a hardware platform. But CSCO is very strong, but beware of lack of growth in the future. (Chris Stuchberry)

Visa and Mastercard dominate payment systems worldwide. Visa is stronger and has a slightly better growth profile. Both companies are wonderful and well-entranched. They both have a wide, deep moat. Also, Asia will increase credit card use. (David Baskin)

It is a cash rich company and only holds debt for tax purposes. He doesn't want to own it although he has a lot of their products. 2/3 of their business is iPhones and that business is stagnant. It needs to develop a new breakthrough product. (Norman Levine)

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)

A pure Permian and Bakken play that has been hurt recently. On a 2020 year basis, once pipeline differentials go away this will trade up by 80% or more on a $60 oil price. Yield 0%. (Analysts’ price target is $22.95) (Eric Nuttall)

Too much debt, making acqusitions, and need to fix the balance sheet. The current $2.50 price is too low, though. They are oil-levered, so if oil recovers, you can make a lot of money with BTE. He predicts oil going to $50-60. (Bruce Campbell (1))

Yield of 7% which is not entirely safe. He's nervous about all Canadian oil dividends given CPG's cut today. WCP's management has been murky with its policies, so he's stayed away. To play an oil recovery, go to the majors instead like CNQ and Suncor with safer dividends. There could be a spike in oil…

He owns this in some of their income funds. Most of the assets are not in North America so they are avoiding all the Canadian mess right now. However, the stock still has been hit. For income investors, who understand dividends are not always safe, he would be a buyer here. He thinks the dividend…

Cash flow per share is flat. Balance sheet is imperfect. 114% payout ratio (not bad), and there is 10% production growth. It ticks some boxes. A lower-quality oil name, but has higher torque to improving oil prices. (Greg Newman)

One of largest pipeline companies in North America. Both US and Canadian assets. Even without Keystone, it will do well, and the dividend should go up. Good place to be in a tumultuous market. Yield is 5.1%. (Analysts’ price target is $62.93) (Michael Sprung)

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

$2,000 for his son to invest in? He'd buy a really simple ETF, the XIU, which is basically buying Canada's 60-largest companies. You're buying Canada, including 30% in energy and metals, which is a risk. Or you could try SPY to cover the U.S. market. You could split these two 50/50. (Richard Croft)

Long-dated U.S. treasuries in this ETF. It'll rise in price as yields drop and you'll benefit from the CAD weakening against the USD, a double whammy for Canadian investors. (Jason Del Vicario)

It made its low last month, which is quite positive. It was down 25% for the year before that. China is the biggest segment in this ETF. The US dollar is rolling over now which will benefit this part of the market, because emerging market debt is priced in USD. He sees 25% upside for…

He is not an expert in cannabis. There will be real industry going forward and some companies will prosper in the long term. The valuations still remain excessive. If he were to participate it would be with Canopy Growth as they have a connection with Constellation Brands in the US. (Don Lato)

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)

(A Top Pick Oct 23/17, Down 2%) You are sitting on a nice yield while you are waiting. He likes it and thinks you could buy it in here. (Rick Stuchberry)

Some people put more of a premium on Power Corp than Power Financial. Longer term, Great West Life is probably a sustainable investment. Mutual funds are under increasing competition. He leans slightly toward Power Corp, but Power Financial has a slightly enhanced dividend. Both dividends are well covered. Future dividend hikes will depend on how…

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…

FTS-T vs. CNQ-T. FTS-T is a yielding situation with a big a growth. CNQ-T is one of the best oil and gas companies in Western Canada. They are both viable. (Rick Stuchberry)

The space is good and this one has done a good job on their balance sheet. It is more of a trade than an investment. Buy it when it is down and sell it when it is up. If it got up there he would look at selling it. So much of it is managing…

Oversold and should see a good January bounce. This is one of the lowest-cost silver developers in the world. (Analysts’ price target is $21.11) (James Hodgins)

The merger of Potash Corp and Agrium. He likes the outlook following earlier concerns of a weak planting season. He likes the strength of the balance sheet. He thinks the dividend will keep going up. Yield 3.4% (Analysts’ price target is $82.50) (Norman Levine)

He owns CNR-T instead. He likes their ownership and management and it has a good US footprint. CP-T has too big of a commodity exposure for him. He likes the outlook for railways overall. (Norman Levine)

The Brookfield group is very well managed. They got slaughtered and then came back up again. They are viable and if you can buy them at the right price you could add into them for yield. Do your homework on the yield and how it is taxed. (Rick Stuchberry)

UPS or Fedex? Fedex gave an earnings warning late last year and that hurt the value. The two stocks trade similarly. Amazon is an issue for both, who is developing their own delivery service. He wouldn't own either stock. (Norman Levine)

(A Top Pick Feb 16/18, Down 26%) They sell replacement parts wholesale to garages and own paint finishing shops. Management had made great promises over the past year which did not materialize. Now the new CEO is doing a strategic evaluation of the business and he thinks this may result in the divestment of the…