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Home » Weekly Top Picks

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

Melisa R. H.Melisa R. H. Posted On December 14, 2018
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Weekly Top Picks

This week there were 26 Top Picks and 3 ETF in a wide range of industries: Consumer, Financials, Industrials, Basic Materials, Telecommunications, Energy, Healthcare, Technology and  ETF.

Here are this week’s Top Picks as selected by: David Driscoll, Ross Healy, Michael Sprung, Teal Linde, Mike S. Newton, Christine Poole, Tim Nash, Bruce Campbell, John O´Connell and  Kash Pashootan

🛍 Consumer

Metro Inc (A)(MRU-T)

Metro Inc (A) (MRU-T) — Stockchase
Metro Inc (A) (MRU-T) — Stockchase

MRU-T vs. EMP.A-T. Metro has been his favourite grocery stock for 15 years. Grocery are the stay-at-home stocks but as we exit the pandemic this is not where you want to be. Don’t buy until the rotation is completed.

stockchase.com stockchase.com

Roots Corporation (ROOT-T)

Roots Corporation (ROOT-T) — Stockchase
Roots Corporation (ROOT-T) — Stockchase

For tax-loss selling? It's disappointed the market. But it's time to look at it. They should take the company private; the share price is so low, so disastrous since its IPO. Existing owners could buy it all back. Overall, retailing is a difficult space now.

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🏛 Financials 

First Cash Financials Services (FCFS-N)

First Cash Financial Services (FCFS-N) — Stockchase
First Cash Financial Services (FCFS-N) — Stockchase

They are one of the largest pawn shop operators in the US and Latin America. They have a counter-cyclical business. As their inventory builds, this will be a good name to hold.

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Laurentian Bank (LB-T)

Laurentian Bank (LB-T) — Stockchase
Laurentian Bank (LB-T) — Stockchase

The dividend is probably safe. The Canadian and US banks are so cheap and out of favour that there is a lot of value to be had, but the discount on this one is not that substantial.

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Canadian Imperial Bank of Commerce (CM-T)

Canadian Imperial Bank of Commerce (CM-T) — Stockchase
Canadian Imperial Bank of Commerce (CM-T) — Stockchase

The banks lagged this past year, but their earnings delivered as capital markets delivered. Interest rates have hurt this year, but should tick higher in the future. The banks hold excess capital. They've more than covered loan-loss provisions. They will buy back shares again and do acquisitions. He now likes Canadian banks for the first…

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Toronto Dominion (TD-T)

Toronto Dominion (TD-T) — Stockchase
Toronto Dominion (TD-T) — Stockchase

Canadian banks are under huge pressure with rates so low. Possible that rates go negative next year, and that's a tax on fixed income. One of Canada's strongest banks, along with Royal. They'll figure out a way to make money, no matter what the environment.

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JP Morgan Chase & Co (JPM-N)

JP Morgan Chase & Co (JPM-N) — Stockchase
JP Morgan Chase & Co (JPM-N) — Stockchase

JPM came through the pandemic fairly well; they set up reserves for bad loans and were cautious. Still are. They recaptured many billions of dollars of those reserves, based on their report last week. Their capital markets business is doing very well. They will gradually capitalize on the steepening yield curve. The US banks, especially…

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Goldman Sach (GS-N)

Goldman Sachs (GS-N) — Stockchase
Goldman Sachs (GS-N) — Stockchase

Has been a juggernaut, but it needs to massively beat the street, not meet its expectations. A normal beat is not enough. Also need to offer sunny guidance. They report Tuesday.

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🚚 Industrials 

Halma plc (HLMA-LN)

Halma plc (HLMA-LN) — Stockchase
Halma plc (HLMA-LN) — Stockchase

(A Top Pick Dec 07/18, Up 66%) Nobody wanted to buy British stocks. Around 60% of Halma's revenues come outside the UK, so they're paid in other currencies as the pound falls--profits then rise. They make smoke alarms/detectors. Strong long-term potential, though no one has heard of it. Dividend is growing 17% annually. But earnings…

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Air Lease (AL-N)

Air Lease (AL-N) — Stockchase
Air Lease (AL-N) — Stockchase

(A Top Pick Nov 11/19, Down 17%) Their revenues and earnings will be up this year. Airlines are relying on government assistance to survive. They won't be able to get new planes after the pandemic and so AL-N will benefit as they will have to lease.

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Xylem Inc (XYL-N)

Xylem Inc. (XYL-N) — Stockchase
Xylem Inc. (XYL-N) — Stockchase

(A Top Pick Oct 09/20, Up 24%) Utilities represent half their revenue, and this stream is quite resilient. Secular theme that water is scarce. One of the most direct plays into the water industry. Price is fully valued. Wait for a pullback to put in new money.

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Stanley Works, The (SWK-N)

Stanley Works, The (SWK-N) — Stockchase
Stanley Works, The (SWK-N) — Stockchase

Before they guided 4% organic growth today, but today raised it to 10% for the quarter ending December. It rallied only under 2% today. That's crazy. This has more room to run.

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🛢 Basic Materials 

Pretium Resources (PVG-T)

Pretium Resources (PVG-T) — Stockchase
Pretium Resources (PVG-T) — Stockchase

(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.

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📱 Telecommunications 

BCE Inc (BCE-T)

BCE Inc. (BCE-T) — Stockchase
BCE Inc. (BCE-T) — Stockchase

Likes it. Stock has moved sideways. Live sports coming back should increase ad revenues again. Long-term, wireless market will continue to be strong. Likes it for the dividend and transition to 5G. Yield is 6% and should grow by 4-5%.

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⚡ Energy

Enbridge (ENB-T)

Enbridge (ENB-T) — Stockchase
Enbridge (ENB-T) — Stockchase

It may have gone down today because the market is viewing all pipeline stocks as a group. Their line 3 was finally approved in Minnesota, so the company is going to start construction to complete this expansion and to have it in service by December of this year. The yield is over 7%.

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Canadian Natural Rsrcs (CNQ-T)

Canadian Natural Rsrcs (CNQ-T) — Stockchase
Canadian Natural Rsrcs (CNQ-T) — Stockchase

We have been going through a unique time when the small cap players outperform the large caps. You can own large caps with the likelihood of upside fairly large. At $50 oil, they are trading at a 16% free cashflow yield and 23% at $60. (Analysts’ price target is $33.77)

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Inter Pipeline (IPL-T)

Inter Pipeline (IPL-T) — Stockchase
Inter Pipeline (IPL-T) — Stockchase

They have been hit hard. In 2008 these were the best performing sector. This year they have performed terribly. They are attractive given the dividend yields. He still owns some IPL-T. They cut their dividend and are working on a feed plant for recycled plastics. In the summer there was considerable insider buying. If you…

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Pembina Pipeline Corp (PPL-T)

Pembina Pipeline Corp (PPL-T) — Stockchase
Pembina Pipeline Corp (PPL-T) — Stockchase

Has a safe dividend and is a good operator. He wouldn't be surprised if IPL merged with them; both companies have similar assets are are good managers. PPL has great pipelines, but also have chemical plants, which face environmental headwinds.

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👨‍⚕️ Healthcare 

UnitedHealth Group Inc (UNH-N)

UnitedHealth Group Inc (UNH-N) — Stockchase
UnitedHealth Group Inc (UNH-N) — Stockchase

(A Top Pick Aug 25/20, Up 15.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with UNH is moving well. We are recommending to trail up the stop to $330, which should all but guarantee a minimum return of 10%.

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Protech Health (PHM-X)

Protech Health  (PHM-X) — Stockchase
Protech Health (PHM-X) — Stockchase

This is combined entity of Patient Home Monitoring and Biomed. They develop monitor services for the home. They have cleaned up their accounts receivables and it trades at less than 6 times earnings compared to competitors at 13 times. Yield 0% (Analysts’ price target is $0.50)

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Valens Groworks Inc (VGW-CN)

Valens Groworks Inc. (VGW-CN) — Stockchase
Valens Groworks Inc. (VGW-CN) — Stockchase

(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.

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Novo-Nordisk (NVO-N)

Novo-Nordisk (NVO-N) — Stockchase
Novo-Nordisk (NVO-N) — Stockchase

It's focused 90% in diabetes products which offers a competitive advantage. He owned this before, but sold it because its options liquidity is low in the US (he trades options). Instead, he owns its direct competitor, Eli Lily, which boasts more product diversity. (Both companies have phase 3 Covid drugs.) Novo is a leader in…

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💻 Technology

Cisco (CSCO-Q)

Cisco (CSCO-Q) — Stockchase
Cisco (CSCO-Q) — Stockchase

Pays a 3% dividend and offers a good balance sheet. Be patient. It'll take time to turn around the ship. In fact, you can buy more now.

stockchase.com stockchase.com

Microsoft (MSFT-Q)

Microsoft (MSFT-Q) — Stockchase
Microsoft (MSFT-Q) — Stockchase

It trades in the mid-30s, an historically high PE for them, but MSFT is very well-managed. The CEO has really turned the ship around from software to the cloud. Fine operations. They just invested in GM's Cruise division of self-driving cars, so this is exciting (he owns GM). He has nothing but admiration for MSFT.

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Universal Display Corp (OLED-Q)

Universal Display Corp. (OLED-Q) — Stockchase
Universal Display Corp. (OLED-Q) — Stockchase

(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.

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Open Text (OTEX-T)

Open Text (OTEX-T) — Stockchase
Open Text (OTEX-T) — Stockchase

DSG-T vs. OTEX-T which to sell to raise cash? DSG-T, if you own it, you would have done very well, but the fair market value is 78% lower than where it is at now. There is a lot of momentum behind it but not a lot of value. OTEX-T is trading right at its fair…

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💹 ETF

iShares MSCI Global Impact ETF (SDG-Q)

iShares MSCI Global Impact ETF (SDG-Q ) — Stockchase
iShares MSCI Global Impact ETF (SDG-Q ) — Stockchase

(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.

stockchase.com stockchase.com

Change Finance US LgCp FossilFuel Fr ETF (CHGX-Q)

Change Finance US LgCp FossilFuel Fr ETF (CHGX-Q ) — Stockchase
Change Finance US LgCp FossilFuel Fr ETF (CHGX-Q ) — Stockchase

(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.

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iShares 1-3 yr Tr.Bond E.T.F. (SHY-Q)

iShares 1-3 yr Tr. Bond E.T.F. (SHY-Q) — Stockchase
iShares 1-3 yr Tr. Bond E.T.F. (SHY-Q) — Stockchase

He wants liquidity to be able to take advantage of continued volatility going into 2019. This pays about 2% yield. Think of it as cash. It is an option to step in and do some buying later.

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