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

It is the best run of the grocery stores. They made an acquisition to get into delivery in the downtown core. Nice dividend yield and you can sleep at night. (Bruce Murray)

A plummet in shares last week. But it has a very good brand and he believes a positive catalyst of some sort will happen, like someone will buy it. This is a speculative buy. Expect more pressure because of tax-loss selling, but then it can only go up. (Analysts’ price target is $5.44) (Mike S.…

They own pawn stores in America, Mexico and now Colombia . They do well when the economy weakens and trade a lot in gold jewllery. As the US dollar falls and price rises, he'd rather own this than gold or a gold ETF. Dividend has been rising 15% yearly. (Analysts’ price target is $94.14) (David…

The juicy dividend sticks out. He thinks it is safe, but you have to be able to stomach some volatility. Their business lines are concentrated on the Canadian consumer, vs. BNS-T, which is international. The dividend is safe but it could have a 20% correction from here. It is not a screaming buy although the…

The Canadian banks are good value. They've come off their highs in the recent reports, due to the harsh market action in Q4 2018. CIBC is the cheapest of the pack in terms of PE and highest yield, but it's also had its issues. It's priced accordingly. He likes the American exposure of TD, though.…

(A Top Pick May 25/18, Up 2%) TD is the best of the big 5 banks. It's been a tough environment for the whole group. He likes this for the US exposure. (Bruce Campbell (1))

They have a lot of room to go. He sees % growth. Capital ratios are very good. Return on equity is among the highest. It's a play on the US doing well and global growth. You can do well buying and holding this long-term. (Greg Newman)

Their is some concern that interest rates may rise, which could slow them down. They have a bit of a tainted image -- making money on the backs of their clients. A profitable company, but not one they have wanted to own. (Darren Sissons)

They produce safety and testing equipment found in buildings, such as elevators. In bad markets, HLMA does not go down. A steady company. They have only 25% of revenues in UK/Europe. The dividend has been rising 7-8% yearly. A safe, defensive stock. (Analysts’ price target is $1404.17) (David Driscoll)

They are a distributor for aircraft. They buy in bulk. It is cheaper to lease it than to buy it direct. It is growing 20% this year and next and trading at about 6 times earnings. With the aircraft crash over the weekend it is probably an even better buying opportunity. (Analysts’ price target is…

She'd wait for a pullback. Likes their longterm fundamentals. They have 20% in emerging markets where they are building water infrastructure. They're enjoying good growth in American cities. They made a few acquisitions in water metering to track water spillage, which is a big issue in this business. (Christine Poole)

Good recent earnings. He's owned this for a decade. Well-managed and strong balance sheet. It's struggling with currency headwinds which should reverse this year. Tariffs are raising their input costs which should also go away this year. Still positive earnings growth for 2019, but at a slower rate than many were expecting. It's been a…

As a gold producer, it has good upside earnings growth potential without needing a rally in gold prices. The stock trades at 1.5 times book value. Yield 0%. (Analysts’ price target is $17.45) (Ross Healy)

They're good at finding ways to grow 2-4%. Slightly better and safer than Telus. By this on a dip like $56-57. Hold it if you own it. (Bruce Campbell (1))

small Pays over 5% dividend that'll grow. The line 3 delay is a small hiccup; the stock has already recovered from that announcement. He sees 8-10% annual dividend and earnings growth for 5 years. (Analysts’ price target is $54.45) (Bruce Campbell (1))

They just raised their dividend by 12%. They beat cash flow per share and production. They are buying back shares agressively. Pays a safe dividend at 69% payout. He sees 2% production growth. Okay balance sheet. The only thing to not like is oil itself. Not enough railroads in Canada. Norway has announced it is…

7.7% dividend yield at 60% payout ratio--sustainable? Often, a high yield means the market expects it be cut, but he doesn't think this will happen here. All pipeline yields are high. IPL has so-so growth and is quite oily. He prefers something geographically diverse of product diverse. (Bruce Campbell (1))

He sold it a year ago because it got fully valued. They've made some good acquisitions. Now, it's fully valued. Hold. (Bruce Campbell (1))

Just tested the 50- and 100-week moving averages--and hasn't broken them. It's still cheap after selling off, building a base and is now moving up. (Elliott Fishman)

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) (Bruce Campbell (2))

This is his first entry into the weed sector. These guys are extractors and therefore the margins are higher. They are just getting going in revenues and he expects they will be taken out. They have all their licences. Yield = 0.0% (Analysts’ price target is $5.63) (Jaime Carrasco)

The company understands that diabetes is growing in China and India. They've been raising market share there. International operations grew by 7%. Oral pills instead of insulin shots are coming out shortly. Increased dividend, a bit below average. Oral pills, if positive, could easily be a 1-5B blockbuster. (David Driscoll)

Fabulous balance sheet. The challenge for them is to build top line revenue. They are in the hardware space where you don't have the sane level of upgrades that you have in software. (Chris Stuchberry)

This company has made a great transition from selling a physical item to the software as a service. They also have other arms with high growth. Fortress balance sheet with high growth. (Chris Stuchberry)

(A Top Pick Dec 12/18, Up 60%) He hit the bull's-eye here. These are organic LEDs. It was a tech play and did quite well on the bounce back. OLEDs are malleable. Curved LED TVs and foldable smart phones. This company provides licenses to companies that want to use the technology. (Tim Nash)

A company tech company. A good serial acquirer in Europe and North America. He's waiting for a pullback, say to $45. (Bruce Campbell (1))

(A Top Pick Dec 12/18, Up 6%) Linked to UN sustainable development goals. It gives more exposure to emerging markets. There is really not a good benchmark so it tracks the all-country world market. These are countries that are doing more good. (Tim Nash)

(A Top Pick Dec 12/18, Up 7%) He got lucky with the market timing. It is an ETF that outperformed a bit. They changed from market cap to equal weighted. This is for investors who want exposure to the US and it is fossil-fuel free. (Tim Nash)

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. (Kash Pashootan)