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

(A Top Pick Dec 13/23, Up 9%) Corporate budgets under pressure has dampened spending. Backlog has remained very strong. Hasn't grown as strongly as some peers. Sitting just above his buy price at north of 20x; for new $$, wait for a better valuation.

(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.

Global tech behemoth. His son always tells him that it's all about the ecosystem. That's what drives customer loyalty and recurring revenue. Innovation continues to drive earnings and customer loyalty. Services are where it's at on a go-forward basis. Apple Music is very high margin and recurring revenue, offsets sporadic cyclicality in hardware sales. AI initiatives…

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.

This is his choice for those looking for income. Used to trade at a premium, but now trades at 10-11x PE, an absolute discount to peers. Really good balance sheet, and shareholders will benefit. Schwab sale should net ~$20B, and most of that will be for share buybacks. Business won't grow, but EPS has really…

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

Really likes it for income. Very disciplined and methodical acquisitions. Global platform:  Canada, US, and Europe. Recent earnings growth was from US side, and this will likely continue due to demand and to weak CAD. Above his buy price, so just wait a bit. Yield is 4.7%.

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.

Stockchase Research Editor: Michael O’Reilly Following better than expected Q4 earnings, we again reiterate DAL as a TOP PICK.  EPS growth was 45% over the year and the partnership with AMEX added another $2 billion to the bottom line.  Management expects 10% earnings growth in 2025 as premium routes allow margins to continue to grow.…

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…

Recent dip probably not company-specific, whole industrial complex has been hit by tariff scares. A competitor is BDT, with a better financial profile and really good growth profile, so he's more comfortable owning that one.

Will they be exempt from Trump tariffs because they sell FDA-approved products? He remains a big fan of the company. They've increased margins and revenues. The tariffs have impacted shares. He isn't panicking but rather buying on weakness, including yesterday. Volatility will continue. The US makes up 33% of sales, and because SIS has a…

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.

Likes the energy space, so he'd be OK with buying this name. Pipelines to the West Coast have opened up. His play is through CVE.

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.

The business isn't worth as much as the stock is selling, even though shares have recently bounced back.

With AI coming Owns only a little Telus and telcos. The dividend is safer than BCE's, but less than Roger's. Telus should be okay, because they invested in fibre optic to the home before others. So, will be lower capex and operating expensives, and more cash flow. Is comfortable with their dividend.