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

DOGE has put the chill on companies with US government contracts. Stock's possibly fallen too much, as the company provides critical services. One of the best-run companies in Canada. Getting attractive. Before you buy, research how much US exposure it has. Long-term thesis is that everyone is looking to implement AI.He'd like to have more…

(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.

(A Top Pick Apr 09/24, Up 25.1%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with AAPL has triggered its stop at $212.  To remain disciplined we recommend covering the position at this time.  When combined with our previous guidance, this will result in a net investment gain of 25%.

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.

(A Top Pick May 03/24, Up 7%) (Note the short timeframe.)  Strong performance with interest rates falling. Tends to perform well in summer months, starting to see a pullback. Coming up to a time when government bonds tend not to perform so well. Better places to be now.Disclosure:  He works for Global X (previously Horizons).

(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.

Just moved up off the bottom of a very long-term channel. Long way to go to get back to usual high. Still under both Canadian and US regulatory scrutiny. Very well run, aside from a nasty US stumble. Quality and value will come through.

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

He owns both this and Manulife. Rates going up have helped a lot. They are working on improving the U.S. side which wasn't going well. The Canadian side is doing well.

Is -9% in the last 3 years. Trump says he likes solar energy, though not wind. So, he's not too worried about NEE, which is a cheap stock.

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.

They just cut guidance, because the US consumer is starting to stall, due to weaker consumer guidance. They cut their revenue forecast from 8% to 4%, but in a recession they'd be down double digits. Stock weakness also happened after two high-profile plane crashes

A way to participate in Brookfield's excellent track record of private-equity investments. Owns companies like the largest residential mortgage insurer in Canada, and one producing low-voltage automotive batteries globally. Big discount of ~30% to NAV. Yield is 1%. (Analysts’ price target is $45.46)

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research EPS of 25c missed estimates of 40c; revenue of $1.26B beat estimates of $1.19B. EBITDA of $76.3M missed estimates by 8%. Revenue rose 12%. EPS doubled year over year. ARE said revenue 'will be stronger in 2025'. The stock did get a downgrade on the…

Two years ago was his last meeting with the company. It was good, but not good enough. Long-term care is challenged -- government reimbursement is an issue, growth is stable but low single digits. Wouldn't buy today.

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.

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%.

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)

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research AW is relatively small, but we like it well enough. It has operated very well in differing economies, raised its dividend over time, and maintained its market share. However, we would view it far more as an income stock and not one of particularly high…

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.

(A Top Pick Apr 02/24, Down 45%) They executed in their drilling. There's been huge multiple contraction among small/mid-caps. He exited around $3.85-3.90. Shares are in an air pocket now, falling on no natural buyers (energy is out of favour). Stock is cheap, given cash flow. They pay half that cash to buy back shares.…

Owns shares. Believes company has a lot of potential. European gas prices have been low, but still relatively strong. Largest independent gas producer in all of Europe. Very good shareholder discipline - has paid lots of dividends. Good capital allocation. 

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. 

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.

He waited a long time to see performance, but patience paid off. Earnings are accelerating, fueled by their HIV platform.

Chart shows a neckline ~$22.50, and it's trying to break that. You'd probably see some of the momentum indicators hooking up on the nice move. Struggling a bit at that $22.50. If it breaks out, very good news. He wouldn't buy until it broke out.