26 Stock Top Picks and 3 ETF (Dec 7-13)

(A Top Pick Jul 12/24, Up 15%) It's broken out since mid-July in a solid run. We're late in the overall cycle in which energy, materials and staples thrive, because this is when inflation comes back. Unfortunately, he expects inflation to return in 2025. Staples can pass on inflation to consumers.

Interesting things happening. New CEO with marketing sophistication trying to transform a business that's struggled since the IPO. Pretty good entry point. Strong brand. If you have the appetite for a small company, more speculative, good name to own.

He sold then when the US Dept. of Justice began investigating it. He bought it to get exposure to gold and emerging markets. Gold is now in focus, but he wouldn't buy a miner or revenue streams, but rather physical gold. Gold is at all-time highs, so buy in tranches.

(A Top Pick Sep 27/24, Up 6%) (Note the short timeframe.)His target was $31, and it hit that. He got about 60% of his holding offloaded at that level. His only bank with about a 1% position. Holding for the nice dividend, expecting an eventual bounce off $28 level.

Used to have a habit of running into sharp objects, but CEO has turned this around. Warrants consideration. Great domestic personal and commercial business, capital markets, and wealth management. Modest presence in US, and has stayed out of trouble there.If you already own NA and RY, consider TD or BMO before this one. But if…

(A Top Pick Feb 13/24, Up 14%) Keep holding - there have been sweeping changes to the board with good potential. It sold its stake in Schwab for $10 billion so it is well capitalized now. It is trading at 10 1/2 earnings which is better than the other banks. TD had under-performed and if…

It's the higher for longer trade. Banking is the best non-tech sector. Banks don't need rate cuts for financials to thrive.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research At 13X earnings, considering earnings, capital markets outlook and interest rate forecasts, we think it still looks good.Unlock Premium - Try 5i Free

Chart shows nice stair steps over time. Fire safety, wastewater detection, healthcare (focused on cataract lenses). Serial acquirer, owning over 50 companies across those 3 segments. Exceptional job buying small companies at attractive valuations and growing them over time. High quality name, and gives Canadians a very different exposure from the usual same old, same…

(A Top Pick Nov 14/22, Up 12%) He is retiring from this. The PE is shrinking at almost the same rate as earning rise, so this means shares will go sideways.

There will be a water shortage, and he expects a lot of cities city spending on upgrading, maintaining and expanding their water systems. A recent takeover should be accretive, (Analysts’ price target is $151.31)

Just sold it (down 49% this year). All the catalysts have gone: housing is slowing and rates are rising. He likes the company, but this will be dead money for a while. End demand isn't there.

(A Top Pick Dec 07/18, Up 36%) A volatile stock, but he likes the golds, holding 10-20% in a portfolio. Gold has a long runway.

A dividend cut is now being considered since the payout ratio is elevated. They could then use the money saved for paying down debt. He feels that the risk-reward is not attractive enough.

The mid-streamers should be less sensitive to tariffs - pipelines make money on tolls and service fees. The dividend yield is 6%. It could be range- bound for a while since its valuation is quite high.

It flat-lined with the sector but is in good shape coming into 2025 with lots of momentum on high margins, etc. It one of the best oil and gas companies. There is lots of optionality for natural gas.

In the midst of a bidding war. More of a hold than a buy. Prospects for material upside are not very high. Better opportunities elsewhere. If you made profits, take some and invest in something like GEI or even TWM, if you have a higher risk tolerance.

It is the third largest energy infrastructure company in Canada and has the largest footprint in the Montney region. It has good revenue growth potential as well as a decent dividend payout ratio, Has lower leverage than other pipelines and with its recent pullback its dividend yield is just over 5%. Pipelines are stable but…

It is integral to the systematic delivery of health care across the U.S. and is a leader in well vertically integrated companies. There are some headwinds which he thinks will dissipate. He likes the longer term prospects and is seeing the development of per capita growth.Buy 29  Hold 1  Sell 0 (Analysts’ price target is…

He's recemmended this before. They're hitting their stride. They announced today an acquisition in Florida which should be accretive to earnings and EBITDA. It's good, because PMH enters a new region. The stock will continue to grow by acquisition, then grow by organic growth by bringing their existing services and products to expand the market.…

(A Top Pick Mar 15/19, Down 24%) He still holds it in the portfolio, but had taken some out at $4 per share. He is looking to add to the cannabis sector again following the consolidation. He holds an $8.25 target. They are producing a CBD and THC beverage.

Removed from his portfolio not long ago on a stop loss. Long term, secular growth of anti-obesity drugs is still strong. Short-term, cyclical challenges. Quite leveraged to anti-obesity and diabetes, but LLY is more diversified.Once negative sentiment dissipates, could see him getting back in. About 20-25% earnings growth, trading at 22x, so PEG is just…

The CEO has righted the ship and the company is getting a lot of orders.

After the bell, they delivered a strong overall quarter. But investors looked closely at the constant-currency revenue growth of Azure, which slightly missed. Don't do anything until hearing the conference call first (happening now).

Dead money for a couple of months? Great run, fully priced. Screens for iPhones, TVs, and laptops. With virtual reality a trend, it's getting into headsets. King of the hill on technology, no lack of demand. To add, do it in thirds at $200-205, $190, and in the $180s. (Analysts’ price target is $209.00)

Will its business be taken over by AI? That's a question every company should be asking. It takes a long time for technology to disrupt an industry. OTEX has to keep investing to stay relevant, and AI might be an opportunity. Not particularly high growth, but they chalk up free cashflow. Buys back 10% of…

(A Top Pick Dec 12/18, Up 15%) Linked to the UN Sustainable Goal: educational, healthcare, food, sanitation companies. Lots of exposure to emerging markets with only 35% US exposure. This will do well along with the world ex-US.

(A Top Pick Dec 12/18, Up 17%) An ETF that tracks the S&P minus fossil fuels and weapons. Strongly correlates the S&P with slight outperformance. You get market returns and do good.

If you have cash to invest, consider buy this and not any old staple. There's now a decent yield on a 30-day.