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

Opinion about MRU.TO: High quality grocery, plus now a major drugstore operator. Targeted marketing to customers results in a higher spend per…

Opinion about ROOT.TO: They recently completed their IPO. It struggle a bit out of the gate and has treaded water ever since. It is a fashion brand…

Opinion about FCFS: These are pawnshops in Mexico and the US. They are more correlated to the price of gold then the GLD ETF has been. They just…

Opinion about LB.TO: Would not recommend buying bank. Broken business model. Cheap business for a reason. Sub scale in terms assets. Very behind in…

Opinion about CM.TO: The chart shows a V-shaped recovery since April's tariff worries. In Canada, interest rates have been cut aggressively, so the…

Opinion about TD.TO: (A Top Pick Feb 12/25, Up 62%) Shows what sentiment can do to a stock. Multiple expansion has really driven the total return.…

Opinion about JPM: After doing really well last year plus turmoil from Iran, US banks have seen a lot of profit-taking. Once it rebounds from that,…

Opinion about GS: GS is up 61% this year, and JPM 40%, better than the Mag 7. We're already seeing a broadening of the rally into financials and he…

Opinion about HLMA.L: A little British company that does protection services. It does CO2 emissions testing, fire alarms, smoke detectors, etc. Their…

Opinion about AL: He has recommended it in the past. It is back to its bottom end of valuation. They have an influx of deliveries next year. They are…

Opinion about XYL: Waiting to buy more around $95. Has long owned this. They treat water, which is a scarce resource. Developing countries are still…

Opinion about SWK: (A Top Pick Nov 05/18, Up 30%) The housing market that is robust has helped this company. The trend is nice so you could buy it now even.

Opinion about PVG.TO: He has held it for a long time. This week it had fabulous grades. It will be into production towards the end of next year.

Opinion about BCE.TO: For the Canadian telcos, regulatory challenges won't go away. In response, the telcos pledged to invest in rural areas, but…

Opinion about ENB.TO: The dividend is over 6% and earnings will grow at about 5%. This combines to make a rate of return at 11% which is pretty…

Opinion about CNQ.TO: Stockchase Research Editor: Michael O'Reilly As members of the US Administration expect a continuation of high energy prices…

Opinion about IPL.TO: Whether the offer goes through, BIP.UN are savvy buyers. If the plant gets completed, it will be a big win. There are others in…

Opinion about PPL.TO: Likes Canada and likes energy. On the 5-year chart, you can see the consolidation phase in 2022-2023. We're seeing another…

Opinion about UNH: Pharmacy benefits managers starting to do a bit better. Berkshire getting involved is a positive. US health insurance still a…

Opinion about PHM.V: This was a super stock in the beginning. It has the makings of something with new management in the US. Supposedly there is…

Opinion about VGW.CN: These guys are focused on extraction in the cannibas space. Over 50% of the US business in this space is focused on extraction…

Opinion about NVO: (A Top Pick Feb 24/25, Down 40%) (Note the shorter timeframe.) Has the lead in the pill version of weight loss drug, and really…

Opinion about CSCO: Another play in Edge AI. Kinetic for Cities is Edge AI that you can put on sensors around a city for water, traffic, air,…

Opinion about MSFT: They reported. He's disappointed they didn't have more to say. Also, they're a software company.

Opinion about OLED: They own the patent for a new type of display screen on smartphones. So, they receive royalties. Apple, Huawei and Samsung will…

Opinion about OTEX.TO: Horrible valuation versus peers. Hodge-podge of different software businesses, execution problems. Lots of debt. Management…

Opinion about SDG: It's the first ETF that tracks the UN's sustainable development goals. Companies here align with one or more of those goals. You…

Opinion about CHGX: Tracks the broad U.S. market, basically swapping out the S&P, but it's the first ETF to be socially responsible, fossil fuel- and…

Opinion about SHY: 1-3 year bonds. Bond prices tend to go higher from Mid-May until end of Sept. The economy tends to be stable and interest rates…