26 Stock Top Picks and 4 ETF (Nov 23-29)
This week there were 26 Top Picks and 4 ETF in a wide range of industries: Technology, ETF, Financials, Industrials, Consumer, Energy, Basic Materials, Healthcare and Telecommunications
Here are this week’s Top Picks as selected by: Jon Vialoux, Mike Philbrick, Matt Kacur, John Zechner, David Baskin, James Hodgins, Bryden Teich, Jason Mann, Ryan Modesto and Kash Pashootan
💻 Technology
Opinion about GIB.A.TO: Global. Big player in US, making a series of "metro market" acquisitions. A near-shoring strategy. Affected by US government…
Stockchase 
Opinion about MAXR.TO: Two years ago, he looked at Maxar. Ever since, they've made one mistake after another. Look elsewhere.
Stockchase 
Opinion about AAPL: Had a very good quarter. Chinese sales are rebounding, up 28%, services hit a new record, gross margins at 49.3% and a $100…
Stockchase 💹 ETF
iShares DJ Home Construction ETF (ITB-N)
Opinion about ITB: Home construction ETF’s? He likes this as an idea. This has some of the large homebuilders, Home Depot (HD-N), etc. A good…
Stockchase iShares DJ Medical Devices ETF (IHI-N)
Opinion about IHI: (A Top Pick Jul 11/18, Up 19%) A great example of demographic and diabetes trends that has created huge growth in demand. A sad,…
Stockchase Powershares TSX Low Vol ETF (TLV-T)
Opinion about TLV.TO: This is a way to manage rising volatility in the market. This invests in low volatility stocks -- mitigating risk to the downside.
Stockchase Horizons US 7 10 Year Treasury Bond ETF (HTB-T)
Opinion about HTB.TO: (A Top Pick Nov 23/18, Up 3%) Instead of shorting the S&P, buy this (see his earlier comments). You don't receive any interest;…
Stockchase 🏛 Financials
Cambria Core Equity ETF (CCOR-N)
Opinion about CCOR: This holds 50 value stocks (Starbucks, McDonalds, etc.) They sell calls to buy puts and is actively managed. It has protected its…
Stockchase 
Opinion about TD.TO: (A Top Pick Feb 12/25, Up 62%) Shows what sentiment can do to a stock. Multiple expansion has really driven the total return.…
Stockchase 
Opinion about WIR.UN.TO: Though it trades in Toronto, WPT owns warehouses in the States. Basically, e-commerce stores stuff in these warehouses, and…
Stockchase 
Opinion about GWO.TO: All the insurance names, both in Canada and the US, continue to work. If interest rates do, in fact, go higher, that will only…
Stockchase 💡 Utilities
Opinion about NEE: Did poorly last year, but if a court ruling goes their way things change. Also, they're cheap, and a utility, and it has a big…
Stockchase 
Opinion about CMS: Speculative. Expert opinions on CMS Energy Corp (CMS) — buy, sell, or hold ratings from Canadian and US analysts on Stockchase.
Stockchase 🚚 Industrials
Opinion about IEX: This is an industrial company making anything to do with fluids and metering. Their 3 main businesses are fluids and metering,…
Stockchase 
Opinion about DAL: (A Top Pick Feb 04/25, Down 13.1%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with DAL has triggered its stop…
Stockchase Brookfield Business Partners LP (BBU.UN-T)
Opinion about BBU.UN.TO: Think of it as a private equity firm that looks to buy, improve, and sell off businesses. They have a focus on energy…
Stockchase 
Opinion about ARE.TO: Aecon vs. Atkins Over 12 months, Aecon could do better. It's more exposed to Canada, more revenues from Canada, whereas Atkins…
Stockchase 
Opinion about SIS.TO: Fell on Tuesday's tariff news, bouncing today. Benefits from the aging population that has financial flexibility. Very strong…
Stockchase 🛍 Consumer
Opinion about DNKN: A great buying company. 56 countries. Should track upwards. Expert opinions on Dunkin' Brands Group (DNKN) — buy, sell, or hold…
Stockchase Corby Spirit and Wine (A)(CSW.A-T)
Opinion about CSW.A.TO: Only one analyst covers it. Earnings estimates are lower for next year and the year after than this year. Year over year…
Stockchase 
Opinion about WN.TO: WN-T vs. L-T This sector is just not loved right now. Investors just aren't looking at these kinds of stocks right now. Their…
Stockchase A&W Revenue Royalties Income Fund (AW.UN-T)
Opinion about AW.TO: Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Likes the name and would be fine adding to it at…
Stockchase 
Opinion about ADW.A.TO: The stock has seen some significant down moves in recent weeks. Starting to show up with buy recommendations based on value.…
Stockchase ⚡ Energy
Opinion about BTE.TO: He doesn't have any intelligence on what's weighing on the stock. Trump wants lower oil prices, so he hasn't owned any of the…
Stockchase 
Opinion about VET.TO: If you own, sell it and buy names like WCP, which pays a higher dividend. VET's bases are scattered around the world. VET poorly executes.
Stockchase 🛢 Basic Materials
Opinion about TV.TO: Oversold. He is a little nervous about the economy. This is a good size zinc producer. The optionality offered is not sufficient…
Stockchase 
Opinion about SIL.TO: (A Top Pick Aug 26/05. Up 34.3%.) The market is in a very dangerous stage and the stock gives safety. This is a merchant bank…
Stockchase 👨⚕️ Healthcare
Opinion about CPH.TO: Attended a talk and was very impressed with the rack of products that they have in the pipeline. Thinks it could be very…
Stockchase 
Opinion about GILD: (A Top Pick Oct 27/20, Up 6.6%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with GILD has triggered its stop at…
Stockchase 📱 Telecommunications
Opinion about T.TO: He owns Rogers, instead. Telus is a good operator, but have stumbled along the way. Problem is, the dividend takes up all their…
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