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
They are IT consultants and the company is one of their largest positions. It is always buying back stock or distributing some cash to shareholders. Along with increased margins it is at a good valuation, so a good time to buy. It is globally diversified, growing very well by acquisition, and gives a high return…
(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.
Apple Inc. is an American multinational technology company headquartered in Cupertino, California. Apple is the worlds largest technology company by revenue, with US$394.3 billion in 2022 revenue. As of March 2023, Apple is the worlds biggest company by market capitalization. Social media mentions are up 850% in the past 24h.
If interest rates decline next year there will be a flood of activity in housing. That's why we're seeing a rally in housing now.
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 Jun 27/22, Up 3%) It has been a rough year for bonds but the losses in this ETF are lessened due to the appreciating USD. You may want to come back to Canadian holdings.
(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.
TD vs. SLF vs. CM All of the interest sensitives have been under pressure the last couple of months with rates rising.He favours TD. Tightly regulated oligopoly, and a levered play on the growth of the Canadian, and increasingly US, economy. Surplus of excess capital. 10x earnings. Dominant personal and commercial banking franchise. Good-sized banking…
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research NEE has had a tough year, with rising rates, and is now down 19% YTD. But it remains one of our preferred US large-cap utility stocks. It has shown very steady earnings growth, and cash flow is secure and solid. The yield is 2.8% and…
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.
He wouldn't sell a share. Operations and results vs. two years are much much higher. Earnings estimates for 2023 are 30% higher than when the year started. Trades at 6x forward.
Chart is breaking into new lows. Avoid. You could take a position if it crosses above the 50-day MA, but not before.
Plagued with cost overruns on fixed-price contracts. She's not tempted. Sell, take the loss, and move elsewhere in the engineering space. She owns WSP, purely engineering design and services, no construction exposure.
It is a global leader in home accessibility equipment and patient handling. A concern in the second quarter report gave the stock a hit but he considers it a one-time event. Also it did a recent equity issue which is being used to pay down debt. It has good management, strong organic sales growth. 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.
A cash machine. Owned by Pernod-Ricard and pays a decent dividend. Occasionally, it pays a special dividend. Hard to know what the future is. A safe, defensive stock. Will Pernod buy it out and go private. It's fairly valued now if you own, you could sell, but overall the stock is okay.
(A Top Pick May 10/22, Up 19%) It owns some choice properties including industrial ones. It trades like a staple and is still below its NAV. If you own you could trim half.
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research AW.UN is a fundamentally strong fund, and is primarily an income stock. It has a yield of 5.8%, has grown its distributions by 3% annually over the past 10 years, and is reasonably valued at these levels. We feel that investors have opted to purchase…
The price has dropped substantially because of slowed growth and problems like supply chain issues. However there should be more retail distribution opportunities for the wine industry. Also there may be financial programs that will help as well. Margins should improve and he feels there are better days ahead.Editor's Note: The caller was also asking…
(A Top Pick Oct 24/22, Down 14%) Very confident in holding name.Large ownership position.Trading at 39% free cash flow yield.Recent acquisition misunderstood by the market.At least 10 years of high quality inventory.CEO recent bought 900,000 shares.Expecting a ~$14 share price.
Prefers other names in sector.Price leverage not sustainable in Europe (windfall profit taxes etc.). Does not see inventory depth relative to other names.Expecting 30% upside @ $90 oil.
🛢 Basic Materials
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…
Excellent management team with proven results.Current production slightly discounted by market.Current share price highly discounted relative to NPV of assets on a per share basis. Expecting share price appreciation, or takeover.
(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.
Was upgraded today It's a biopharma which as a group did very well last year. Compare that to the smaller biotechs which have not done well the past 3 years. This year, biopharma and staples have underperformed. This boasts a high free cash flow yield and has a great product cycle coming.
It is at a good valuation now, being near its low. Has a solid dividend and dividend growth rate. In general telecom stocks are down and there are competition concerns for the sector but this should not be a major concern.