This Week’s Stock Picks & BNN Top Picks Summary: NFLX-Q, NA-T and 22 Stock and 1 ETF Top Picks (Jun 05-11)
This week were 22 Stock and 1 ETF Top Picks in a wide range of industries: Healthcare, Technology, Financials, Consumer, Industrials and ETF.
Here are this week´s Top Picks as selected by: Michael O’Reilly, Billy Kawasaki, Brian Madden, Mike Vinokur, Barry Schwartz, Kim Bolton and Stan Wong.
👨⚕️ Healthcare
Opinion about LLY: Last 3 months have started to see some improvement in the sector, and almost immediately this name went to a new high. Quickly got…
Stockchase 
Opinion about MRK: He made a mistake in selling this. It's now back to $94 and wants to hit $102.97, a 52-week high.
Stockchase 💻 Technology
Opinion about NFLX-Q: In the last quarter, the company reported 0.56 USD per share, beating the 0.55 USD estimate by 1.41%. Revenue for the same period reached 12.05 B USD, despite the estimate of 11.97 B USD. For the next quarter, analysts expect 0.76 USD in earnings per share and 12.18 B USD in revenue.…
stockchase.com Constellation Software Inc. (CSU.TO)
Opinion about CSU-T: Looking at the chart, he exited his remaining position at the plateau at $3500. Technically, it has to get back to that and that's $900 away (a lot of water under that bridge). Tough over next 6 months. Need a couple of quarters under new leadership. Still expensive at 74x PE. Business model…
stockchase.com 
Opinion about MSFT-Q: Buy on pullback today, or it that catching a falling knife? Pullback is great time to enter. She'd buy more, but she's already overweight this name. Still one of the most diversified, mega-cap tech companies in the world. Last night's numbers were spectacular, pushback is on the capex spending.
stockchase.com 
Opinion about META-Q: In the last quarter, the company reported 8.88 USD per share, beating the 8.21 USD estimate by 8.13%. Revenue for the same period reached 59.89 B USD, despite the estimate of 58.46 B USD. For the next quarter, analysts expect 6.63 USD in earnings per share and 55.36 B USD in revenue.…
stockchase.com 
Opinion about ARM-Q: It's one year after it went public. ARM has rallied 10% in the last week, even slumping 6% today after reports of Apple iPhone's weak orders, which contains ARM's chips. He doesn't mind that, because ARM is up 175% since its IPO.
stockchase.com 
Opinion about IBM-N: Growing from multiple angles, yet valuation still reasonable. Stable and embedded business complemented by new growth drivers. Consulting business helps companies implement AI, and that's where the real spending is. Strong in hybrid cloud, managing data across environments. Quantum computing already being used with potential for energy, healthcare, manufacturing. Drop in February due…
stockchase.com 
Opinion about ORCL-N: Gentle uptrend, then parabolic, but now in an uptrend again.
stockchase.com 
Opinion about SMCI: Auditor left. Well positioned. Analysts are starting to look at it as more of a value play. Rare to say that something in the…
Stockchase 
Opinion about HOOD-Q: In the last quarter, the company reported 0.66 USD per share, beating the 0.63 USD estimate by 4.61%. Revenue for the same period reached 1.28 B USD, despite the estimate of 1.35 B USD. For the next quarter, analysts expect 0.51 USD in earnings per share and 1.26 B USD in revenue.…
stockchase.com 
Opinion about GOOG-Q: Doing great. Worries about Search becoming obsolete were baseless, though it's share of searching will fall. However, the pie will expand and so total revenue will grow. Gemini has a leadership position in AI. Plus there's YouTube -- about 23% global streaming share and caters to shorter attention spans. Waymo also adds to…
stockchase.com 
Opinion about NVDA: He's watching it, but hasn't bought, because his entry point is more than 10% lower than today's price. He's concerned about…
Stockchase 🏛 Financials
Colliers International Gr (CIGI.TO)
Opinion about CIGI-T: Everyone knows it for its real estate business. Based in Toronto, but global. Asset management business south of the border, but it's not commercial real estate. Its third arm is engineering services. Buying lots of smaller engineering companies. This division looking to double revenue in next 5 years. Management's great. Believes CEO just purchased…
stockchase.com National Bank of Canada (NA.TO)
Opinion about NA.TO: NA vs. RY Both have a very large domestic presence, which helps them in this environment. Both had very good numbers last…
Stockchase 
Opinion about NRIM: Stockchase Research Editor: Michael O'Reilly NRIM is a full-service bank operating in the state of Alaska. Recently reported…
Stockchase 
Opinion about V: Stockchase Research Editor: Michael O'Reilly V just announced two acquisitions that will expand its footprint into Argentina. The…
Stockchase Canadian Imperial Bank of Commerce (CM.TO)
Opinion about CM.TO: The chart shows a V-shaped recovery since April's tariff worries. In Canada, interest rates have been cut aggressively, so the…
Stockchase 
Opinion about GL-N: Stockchase Research Editor: Michael O’Reilly We reiterate this steady insurance provider as a TOP PICK. A good holding during a “risk off” period. It trades at 10x earnings, 2x book and supports a ROE of 20%. It is prudently using some cash reserves at it aggressively buys back shares and retires debt.…
stockchase.com 🛍 Consumer
Opinion about EXPE: Company has had recent run up in price however does not score high on fundamentals (3/10). Has fairly strong brand, but better…
Stockchase 🚚 Industrials
Opinion about TSLA-Q: In the last quarter, the company reported 0.41 USD per share, beating the 0.35 USD estimate by 15.87%. Revenue for the same period reached 22.39 B USD, despite the estimate of 22.10 B USD. For the next quarter, analysts expect 0.43 USD in earnings per share and 24.25 B USD in revenue.…
stockchase.com 
Opinion about GEV-N: Great chart the past year: a rally, consolidation, then another advance higher. There's a lot of interest in power generation. (Analysts’ price target is $901.57)
stockchase.com 💹 ETF
iShares Core MSCI Emerging Markets ETF (IEMG)
Opinion about IEMG: He has a smaller allocation to Emerging Markets compared to developed markets (like US or Canada). He likes this one. Very big…
Stockchase Use this list wisely to identify buying opportunities.
Happy trading !!!
What is a Stock Top Pick?
In simple terms, a stock top pick refers to a stock that is recommended by financial experts or investment analysts as being a highly promising investment option. These stocks are typically believed to have a great potential for growth and profitability. Stock top picks are often given by analysts or financial institutions who conduct in-depth research and analysis of various stocks available in the market. Their recommendations are based on a multitude of factors such as company performance, industry trends, market conditions, and potential catalysts that could impact the stock’s value.
Stockchase reviews and documents Daily Top Stock Picks from multiple sources including BNN Market Call, Mad Money with Jim Cramer, 5i Research Forums and the Stockchase team of analysts. Investors tend to gravitate towards top picks as they believe these stocks have a higher chance of providing a good return on investment.
What Makes a Stock a Top Pick?
Now that we understand the basic concept of a stock top pick, let’s delve into what factors make a stock qualify as a top pick. Several key characteristics are typically considered when identifying a stock as a top pick:strong financial performance, industry trends, market opportunities, and management team. By assessing these factors, analysts are able to identify stocks that have a higher likelihood of outperforming the market and delivering favorable returns to investors.
What are BNN Top Picks?
BNN, also known as Business News Network, is a Canadian television channel that focuses on providing the latest news and analysis related to business, finance, and the stock market. The BNN Top Picks are the stocks that were featured as Top Picks by the channel’s expert analysts and guests on the Market Call show. They are part of the Stock Top Picks documented on Stockchase.
Should I Buy the Stock Top Picks Now?
Now comes the million-dollar question: should you buy the top picks now? The answer to this question depends on various factors, including your personal financial goals, risk tolerance, and investment strategy. It is important to note that stock market calls, including top picks, are never foolproof. Market conditions can change rapidly, and even the most well-researched top pick may not perform as expected.
Before making any investment decisions, it is advisable to do your own research. Remember that investing in the stock market always carries risks, and it is crucial to diversify your portfolio. A balanced investment approach that includes a mix of stocks, bonds, and other asset classes is often recommended to manage risk and maximize returns.
