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

It's hoping to win more contracts as well as benefit from AI. Every single company is trying to implement AI into their products. Slow-growing business, more acquisition-based. Hasn't knocked it out of the park. A quite reasonable valuation. Actively looking at, would love to buy on a material pullback.

(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.

He sold covered calls on Wednesday to ride high volatility. He did it to add some hedging as well as cash flow.

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

Allan Tong’s Discover Picks IHI's MER is actually higher (at 0.39%) than the yield it pays (0.3%). Like the other names here, IHI trades at a low beta, 0.86 to be precise. So, if you're not buying this for income, what's the growth? Let's look at IHI's largest holdings. TMO offers diversity among lab testing,…

(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.

Yield curve indicating that interest rates are expecting. Will see value in this product. Expecting US Government bonds to breakout. 

(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.

It has come way down with the money laundering scandal. It decided what it will pay but the stock dropped again so it has been doubly punished. Now trading below 10X - the valuation and dividend are OK. Has a new CEO and will manage the U.S. situation OK so could be fine over time.…

(A Top Pick Jan 12/21, Up 48%) Great-managed REIT. Taken out.

Both companies have done quite well and both are cheap with secure dividends. It has been a good year for the sector but they may not get the same returns going forward.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research Facilities can always be at risk in such events, and 3 million Florida residents lost power this week. But so far NEE has managed the situation well. Since it is a regular occurrence, we are of the view that the risk is likely at least…

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 best run utility…

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.

(A Top Pick Jul 11/24, Up 32.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with DAL has achieved its target at $61.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $43) to $48.

BBU vs. BN Own BN, because it's the mothership; everything flows to them. BN has been under pressure for owning office real estate, which is very undervalued and will take time to resolve. They own a big stake in BAM, which is the gem in this lot, because BAM collects healthy fees which flow to…

Has more room to run. It trades at a discount to peers. Its backlog has never grown better. They have a nuclear side to their business at Bruce Power. A lot going on and he likes it.

Owns a lot. Is happy with this small-cap. The recent choppiness is due to the founder selling shares, but SIS is in a good spot. They guided margins from 15% to 20% and are already almost there. They're in a demographic sweet spot. Are expanding revenues. Will raise the dividend, which is already good.

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.

Affinity for a product is different from investing in a stock. Don't touch until gets above $13.50. Stock seems to be pausing and could continue dropping, which would be confirmed by a drop below $12, and then you should get out. Thinly traded is a problem, as you don't want to buy a stock you…

Likes it for primarily being Loblaws and Choice Properties which has a solid tenant base including Shoppers Drug Mart. Has reasonable growth prospects. The only caveat is politicians complaining about high food prices, but it doesn't bother him. The grocers face costs pressures from energy costs and higher wages. (Analysts’ price target is $189.86)

Growing quickly, but not investing at this time. Good yield, but not major capital appreciation. However, ~5% dividend yield is safe. 

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.

Oil stocks are under pressure with the China slowdown. There could be more chances to drill under the Trump administration, therefore more oil and lower prices. Also OPEC is not cutting production. If there was a takeover it would go for a premium.

Owns shares, and has suffered share price depreciation. Europe pricing very hard on business. Company is going to have to re-evaluate Europe assets. Better options in the energy sector for investors. 

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 have benefited from…

(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. 

(A Top Pick Dec 20/18, Down 40%) It had a good turn in January. Beaten down stocks can have a nice bounce in January.

High flyer because of Hep C, so successful it isn't needed on an ongoing basis. Its HIV drug was equally successful. Ironically, success impacted growth of those drugs negatively. Decent dividend. 

Reasonably good quarter relative to peers. Dividend is up, which is very important when you're investing in the space. Price is OK, and yield's still pretty good.