26 Stock Top Picks and 4 ETF (Nov 23-29)

Opinion about GIB.A-T: Contracts with the US government could be cancelled as Washington reduces spending. Possibly. As for AI, it should help their business. The impact of AI isn't seen in their results yet.

Opinion about MAXR-T: (A Top Pick Oct 07/20, Down 7%) Not long after making the recommendation the stock benefited from a lot of ETF buying. They exited on the strong buying on a much higher gain. Since then, the ETF buying has evaporated and the stock price has come back down.

Opinion about AAPL-Q: Apple's revenue for the last quarter stood at $94 billion. This reflects a decrease of 1.39% from the previous quarter, indicating some short-term concerns about sustained growth. However, compared to the same quarter last year, there is a promising increase of 9.63%, pointing towards positive year-over-year growth that suggests underlying business strength.…

Opinion about ITB-N: Up 68% last year and 23% this year due to a massive housing shortage. Will benefit directly from lower interest rates. They have pricing power. ITB has been up 115% under Pres. Biden

Opinion about IHI-N: Healthcare is not a value trap. It's the worst performing sector this year--and could get worse--but the knife has fallen. If you're looking for something to buy in a market with high valuations and possible headlines from inflation prints, look at healthcare. Healthcare is insulated from interest rate volatility. If you're worried…

Opinion about TLV-T: (A Top Pick Nov 23/18, Up 15%) Skews to non-cyclical, low-vol sectors like REITs and utilities with quality balance sheets and outperform the markets during growth shock.

Opinion about HTB-T: Stockchase Research Editor: Michael O'Reilly HTB is a low-MER ETF that trades in Canadian dollars which holds US treasury bills with a 7-10 year maturity -- a safe haven for parking cash.  As a Corporate Class ETF, it does not pay any interest or distributions, making it highly tax efficient for non-registered…

Opinion about CCOR-N: (A Top Pick Jun 25/19, Up 5%) It is about investing in high quality portfolios. The stocks are purchased with the overlay of a put strategy.

Opinion about TD-T: The Canadian bank charts look similar. TD has seen a nice bounce since April, despite being the bank with the most problems and cannot grow in the US. A rising tide lifts all boats/banks. He got rid of it to buy BMO, which is a much-better run bank, maybe a little too…

Opinion about WIR.UN-T: (A Top Pick Jan 12/21, Up 48%) Great-managed REIT. Taken out.

Opinion about GWO-T: (A Top Pick Aug 14/24, Up 31%) Are totally different from MFC and SLF which have businesses in China and India. GWO instead has business in Europe where they can buy attractive companies. Is an income stock. Trades at only 11x PE, with strong growth. A core holding. Pays a dividend around…

Opinion about NEE-N: (A Top Pick Apr 22/24, Up 6%) Fastest-growing utility in the US. Interest rates went higher last summer, which made things more difficult for utilities. Caught up in change of sentiment toward clean energy. He stepped away.

Opinion about CMS-N: This is one of the best run utilities in the US. It is not a value play but a high quality play. It is another way to add to the utilities. It is trading at over 20X earnings to is trading at a premium, however, you are buying quality. It is the…

Opinion about IEX-N: Industrial company making anything to do with fluids and metering. Good balance sheet. 1.25% dividend yield. Hit a 52-week low 2 weeks ago. Good upside potential. Social media mentions are up 500% for the last 24h.

Opinion about DAL-N: Anything tied to debt is rallying in the face of interest rate cuts. DAL has been reducing debt, but there's still a lot. Airline traffic remains robust in the US. DAL is very attractive now.

Opinion about BBU.UN-T: Private equity arm of Brookfield. Projects all across the world. Could do quite well going forward.

Opinion about ARE-T: Owns a smaller position, as it tends to be high-torque. Smaller cap and cyclical, so we've seen volatility in the name. Company says it won't take on any more large, fixed-price contracts. Record backlog, much of it public sector (more stable than private). Fingers in almost every nuclear project in Canada. Likes…

Opinion about SIS-T: She does own SIS, which plays on the demographic of aging at home.

Opinion about DNKN-Q: Today, the New York Times reported that a private entity wants to buy Dunkin'. Some felt that this stock was already overextended, but he disagrees. Their track record in acquisitions is fantastic. It has survived while peers have fallen away.

Opinion about CSW.A-T: Ace Beverage acquisition got him interested. Some really nice growth coming, but not all segments are growing. So it's not going to give him the consistent 10-15% growth rate of a great company. Last quarter showed 9%.

Opinion about WN-T: Owns the majority percentage of Loblaw, so does well when Loblaw does well. Defensive. No longer that cheap. Good name to hold in this type of environment, but wait for a pullback.

Opinion about AW-T: (A Top Pick Feb 13/25, Up 11%) It is well capitalized and has an almost 6% yield. He is looking for double digit returns and for a stock price of $50. Collects royalties and has 1000 franchises in Canada. Only 2 analysts follow it.

Opinion about ADW.A-T: Stores may or may not be impacted by Ontario government rolling out more retail locations. The Pellers stepped down from the board, possibly planning a bid to privatize the company but he's not really sure.

Opinion about BTE-T: The commodity is its main catalyst and it has been range bound for at least six months. There are better companies in the space. He quoted the common saying: Let your winners run and cut your losses.

Opinion about VET-T: It is trading where it should. There are headwinds with European gas prices. It has struggled quite a lot but the last quarter was reasonable. You should probably sell it for something with more growth.

Opinion about TV-T: The biggest independent zinc producer has had its ups and downs. The new CEO has to navigate 2020, which was tough. Zinc prices have jumped to US$1.25/lb. TV's cost structure is based on $1.10-1.15. TV trades at a deep discount. Zinc doesn't capture the imagination like copper or nickel, though. Zinc prices…

Opinion about SIL-T: (A Top Pick Jul 14/23, Up 51%) Company has increased share price since recommendation. However room left to grow. Mine continues to grow. Believes upside still left in the stock. 

Opinion about CPH-T: It could become the next Paladin. It has great management and ownership along with a good outlook. It made a big acquisition in the U.S. and if the first two quarters go well the stock could go up.

Opinion about GILD-Q: He had owned it for 10 years at a time when it had a blockbuster drug that cured hepatitis. Gilead took profits and invested them into HIV drugs. As with other drug companies holding patents on blockbuster drugs with expiry dates, don't buy this one.

Opinion about T-T: (A Top Pick Sep 05/24, Up 7%) Picked it because she was worried about the economy (still is), and would be happy with the dividend. Same reason she owns it today for the 7.4% yield. Slower growth, but very defensive industry. Price competition has lessened. Better financial position than peers.